{"unit_id": "orig:2020492733559799812", "ticker_idx": 0, "ts": "2026-02-08T13:39:41+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin is currently one of the most undervalued assets in the world. Accumulating slowly is a smart play to hedge your risk. If BTC drops below $60,000 and stays there for a while, I'm buying every day.", "tweet_type": "prediction", "timeline": "months", "summary": "Long BTC; views it as deeply undervalued, expects one final flush below $60K then a generational buying opportunity over the next 6–12 months.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "If you’re over 18 years old,\n\nYou can’t afford to miss this.\n\nThe next 6–12 months are the most important of your life.\n\nWhy?\n\nBecause the market is setting up the greatest wealth transfer in history.\n\nMost people think the pain is over.\n\nTHEY ARE WRONG.\n\nStocks are still at the most overvalued level in history, and the stress is intensifying.\n\nBitcoin has not officially bottomed yet.\n\nWe are likely staring down one final, brutal flush.\n\nIf you are dollar-cost averaging here,\n\nThat’s not a mistake.\n\nBitcoin is currently one of the most undervalued assets in the world.\n\nAccumulating slowly is a smart play to hedge your risk.\n\nIf BTC drops below $60,000 and stays there for a while,\n\nI’m buying every day.\n\nBut do not fire all your bullets yet.\n\nYou need to keep the heavy artillery ready.\n\nBecause this final crash?\n\nIt will be the generational buying opportunity you’ve been praying for.\n\nDON’T WASTE TIME.\n\nStack cash. Prepare your dry powder.\n\nThis kind of setup doesn’t come very often.\n\nIf you’re reading this, you’re not late.\n\nYou are early in the accumulation phase.\n\nI don’t track prices, I track sentiment.\n\nI wait for maximum despair.\n\nThat’s how I was able to buy every bottom and sell every top over the last decade.\n\nWhen the real bottom hits and I deploy a LOT of my capital, I’ll say it here publicly.\n\nA lot of people will regret not following me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006198011021162131, "ret_signed_m1d": 0.006198011021162131, "alpha_spy_m1d": 0.010996704629280374, "alpha_c_m1d": null, "bench_spy_m1d": -0.004798693608118243, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.018921927121284043, "ret_signed_p1d": -0.018921927121284043, "alpha_spy_p1d": -0.0162847666892032, "alpha_c_p1d": null, "bench_spy_p1d": -0.002637160432080843, "bench_c_p1d": null, "ret_p1w": -0.018220347480797594, "ret_signed_p1w": -0.018220347480797594, "alpha_spy_p1w": -0.0006397776964544022, "alpha_c_p1w": null, "bench_spy_p1w": -0.017580569784343192, "bench_c_p1w": null, "ret_p1m": -0.002764649388443563, "ret_signed_p1m": -0.002764649388443563, "alpha_spy_p1m": 0.021401413226610266, "alpha_c_p1m": null, "bench_spy_p1m": -0.02416606261505383, "bench_c_p1m": null, "ret_p3m": 0.1410311003558593, "ret_signed_p3m": 0.1410311003558593, "alpha_spy_p3m": 0.08392619663267586, "alpha_c_p3m": null, "bench_spy_p3m": 0.05710490372318344, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.4498, 0.4218, 0.3462, 0.3134, 0.3256, 0.3044, 0.2355, 0.2135, 0.2588, 0.2456, 0.2909, 0.3018, 0.2966, 0.231, 0.3028, 0.3338, 0.314, 0.2748, 0.2926, 0.3219, 0.3123, 0.3193, 0.2874, 0.2324, 0.2528, 0.2285, 0.2188, 0.2565, 0.262, 0.2466, 0.2494, 0.2441, 0.245, 0.2427, 0.2611, 0.248, 0.2654, 0.2827, 0.3389, 0.3367, 0.3022, 0.2981, 0.2908, 0.3005, 0.3594, 0.3823, 0.3627, 0.3623, 0.3199, 0.2594, 0.2746, 0.2758, 0.2764, 0.2588, 0.2707, 0.2719, 0.2059, 0.1998, 0.1222, 0.0786, 0.0413, -0.1058, 0.0062, 0.0, -0.0189, -0.0446, -0.0556, -0.018, -0.0182, -0.0375, -0.0527, -0.0451, -0.0302, -0.0785, -0.0861, -0.0308, -0.038, -0.0605, -0.0192, -0.0261, 0.0369, 0.0103, -0.0283, -0.0245, -0.0028, 0.0012, 0.0053, 0.0121, 0.0676, 0.0542, 0.016, -0.003, 0.0057, 0.0113, 0.0057, 0.017, -0.019, -0.0539, -0.0489, -0.0269, -0.0291, -0.0461, -0.0455, -0.018, 0.026, 0.0143, 0.0235, 0.0408, 0.0622, 0.0579, 0.0668, 0.0718, 0.0999, 0.082, 0.0889, 0.1153, 0.1162, 0.1046, 0.1033, 0.0888, 0.0807, 0.0882, 0.1149, 0.1384, 0.1541, 0.1612, 0.141, 0.1436, 0.1655, 0.1477, 0.1306, 0.1559, 0.1276, 0.0975, 0.0946, 0.1046, 0.1058, 0.0765, 0.1021, 0.0814, 0.0602, 0.0487, 0.0464, 0.0492, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1996952255564513767", "ticker_idx": 0, "ts": "2025-12-05T14:38:13+00:00", "symbol": "crypto", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "that's typically bullish for crypto", "tweet_type": "prediction", "timeline": "weeks", "summary": "Rate cut expected at next FOMC in 5 days; bullish for crypto.", "resolved_tickers": ["BTC-USD", "ETH-USD"], "resolution_method": "basket", "resolution_reason": "Generic crypto context; BTC and ETH as primary proxies", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 BREAKING:\n\nWe’re now just 5 days away from the next FOMC meeting.\n\nMarkets are pricing in a rate cut.\n\nAnd yes, that’s typically bullish for crypto. https://t.co/u0VldKjDfn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03357002638819295, "ret_signed_m1d": 0.03357002638819295, "alpha_spy_m1d": 0.03546596183167616, "alpha_c_m1d": null, "bench_spy_m1d": -0.0018959354434832099, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.02366420473999764, "ret_signed_p1d": 0.02366420473999764, "alpha_spy_p1d": 0.026668482254672332, "alpha_c_p1d": null, "bench_spy_p1d": -0.0030042775146746914, "bench_c_p1d": null, "ret_p1w": 0.014813422122410103, "ret_signed_p1w": 0.014813422122410103, "alpha_spy_p1w": 0.020544824494267533, "alpha_c_p1w": null, "bench_spy_p1w": -0.00573140237185743, "bench_c_p1w": null, "ret_p1m": 0.05848681083236584, "ret_signed_p1m": 0.05848681083236584, "alpha_spy_p1m": 0.052562672778473485, "alpha_c_p1m": null, "bench_spy_p1m": 0.005924138053892358, "bench_c_p1m": null, "ret_p3m": -0.24173118944815714, "ret_signed_p3m": -0.24173118944815714, "alpha_spy_p3m": -0.24386694787917956, "alpha_c_p3m": null, "bench_spy_p3m": 0.0021357584310224276, "bench_c_p3m": null, "ret_p6m": -0.2570877710570825, "ret_signed_p6m": -0.2570877710570825, "alpha_spy_p6m": -0.3666086362388757, "alpha_c_p6m": null, "bench_spy_p6m": 0.10952086518179316, "bench_c_p6m": null, "price_path": [0.3362, 0.3564, 0.3836, 0.429, 0.3941, 0.3981, 0.4108, 0.414, 0.3863, 0.3255, 0.3152, 0.3206, 0.2495, 0.2809, 0.3371, 0.3234, 0.383, 0.417, 0.4303, 0.4728, 0.4152, 0.4385, 0.4031, 0.2686, 0.3466, 0.3148, 0.2789, 0.249, 0.2291, 0.2767, 0.2477, 0.2319, 0.2532, 0.2715, 0.3195, 0.2902, 0.2609, 0.2348, 0.2488, 0.1915, 0.1126, 0.1474, 0.1142, 0.1461, 0.1828, 0.1407, 0.1329, 0.0921, 0.0411, 0.0152, 0.0362, 0.0114, -0.0473, -0.0668, -0.0181, -0.0224, 0.0069, 0.009, 0.0099, -0.0542, 0.0066, 0.0508, 0.0336, 0.0, 0.0237, 0.0675, 0.0645, 0.0526, 0.0148, -0.0266, -0.0186, -0.0501, -0.0546, -0.0149, -0.0081, -0.0211, -0.023, -0.032, -0.028, -0.0274, -0.0141, -0.02, -0.0076, 0.0196, 0.0585, 0.0692, 0.0343, 0.0224, 0.016, 0.0213, 0.0824, 0.0968, 0.0829, 0.0791, 0.0445, -0.0207, -0.0076, -0.0119, -0.0111, -0.0225, -0.002, -0.0041, -0.0611, -0.0827, -0.1723, -0.2087, -0.2372, -0.3481, -0.2642, -0.26, -0.2813, -0.3044, -0.3077, -0.2762, -0.2846, -0.2931, -0.3054, -0.3034, -0.2941, -0.3318, -0.3352, -0.2802, -0.2876, -0.3123, -0.2801, -0.2902, -0.2417, -0.2613, -0.2917, -0.2879, -0.2721, -0.2681, -0.263, -0.2571, -0.1926, -0.2033, -0.2372, -0.2556, -0.2507, -0.2475, -0.2492, -0.2427, -0.2747, -0.2997, -0.2924, -0.2704, -0.2656, -0.2858, -0.2861, -0.2664, -0.227, -0.2401, -0.2366, -0.2206, -0.1914, -0.201, -0.1915, -0.1913, -0.1683, -0.1928, -0.1881, -0.1697, -0.1767, -0.1839, -0.1865, -0.1944, -0.2036, -0.2002, -0.1833, -0.1656, -0.157, -0.1559, -0.1737, -0.1701, -0.1561, -0.1738, -0.1833, -0.1695, -0.1902, -0.2177, -0.2219, -0.2151, -0.2139, -0.2364, -0.2187, -0.2335, -0.2498, -0.2568, -0.257, -0.2571]}
{"unit_id": "orig:1994726038518010250", "ticker_idx": 0, "ts": "2025-11-29T11:12:02+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I still think alts get one more pop. Not a new bull market, just the last burst before the real slowdown hits.", "tweet_type": "prediction", "timeline": "months", "summary": "Expects one final alt/crypto pump to catch then exit; broadly bearish on equities, BTC, and gold into 2026 recession.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Alright, let me just put this out there before everyone starts pretending they “saw it coming”:\n\n2026 is going to be rough.\n\nMost people are still acting like the good times are guaranteed, but the cracks are showing everywhere. \n\nLiquidity’s gone, nobody’s handing out cheap money anymore, and businesses are already feeling it. \n\nRates are high, there’s no demand, that combo doesn’t magically lead to a new bull run.\n\nAnd for the people celebrating Fed cuts like it’s Christmas… historically, that’s the part where the market tops before the big drop.\n\nBTC, gold, equities, all had huge runs. Multi-month rallies. They don’t go up forever.\n\nBut here’s the part that always messes with people:\n\nBefore things break, you usually get one last crazy move. The “final pump” that makes everyone think the cycle still has life left.\n\nThat’s why I still think alts get one more pop. Not a new bull market, just the last burst before the real slowdown hits.\n\nMy plan? Catch that move, take profits, and step aside before the recession slaps the people who stayed greedy.\n\nI’ve played this game before. I’m doing the same thing again.\n\nWhen i decide to sell everything, i’ll share it here publicly for everyone to see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.053262415128171314, "ret_signed_m1d": 0.053262415128171314, "alpha_spy_m1d": 0.04867597026584858, "alpha_c_m1d": null, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": 0.05825464938016567, "alpha_spy_p1d": 0.056402349706086596, "alpha_c_p1d": null, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": null, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": 0.050029590482028485, "alpha_spy_p1w": 0.045090335227770506, "alpha_c_p1w": null, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": null, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": 0.024426832046342772, "alpha_spy_p1m": 0.011534725253975697, "alpha_c_p1m": null, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": null, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": -0.21857569095065232, "alpha_spy_p3m": -0.23484394956518118, "alpha_c_p3m": null, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": null, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": -0.12158995601566491, "alpha_spy_p6m": -0.23124333559633492, "alpha_c_p6m": null, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": null, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "orig:1994726038518010250", "ticker_idx": 1, "ts": "2025-11-29T11:12:02+00:00", "symbol": "altcoins", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I still think alts get one more pop. Not a new bull market, just the last burst before the real slowdown hits.", "tweet_type": "prediction", "timeline": "months", "summary": "Expects one final alt/crypto pump to catch then exit; broadly bearish on equities, BTC, and gold into 2026 recession.", "resolved_tickers": ["ETH-USD", "SOL-USD", "XRP-USD"], "resolution_method": "basket", "resolution_reason": "Altcoins basket: ETH, SOL, XRP as major non-BTC cryptos", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Alright, let me just put this out there before everyone starts pretending they “saw it coming”:\n\n2026 is going to be rough.\n\nMost people are still acting like the good times are guaranteed, but the cracks are showing everywhere. \n\nLiquidity’s gone, nobody’s handing out cheap money anymore, and businesses are already feeling it. \n\nRates are high, there’s no demand, that combo doesn’t magically lead to a new bull run.\n\nAnd for the people celebrating Fed cuts like it’s Christmas… historically, that’s the part where the market tops before the big drop.\n\nBTC, gold, equities, all had huge runs. Multi-month rallies. They don’t go up forever.\n\nBut here’s the part that always messes with people:\n\nBefore things break, you usually get one last crazy move. The “final pump” that makes everyone think the cycle still has life left.\n\nThat’s why I still think alts get one more pop. Not a new bull market, just the last burst before the real slowdown hits.\n\nMy plan? Catch that move, take profits, and step aside before the recession slaps the people who stayed greedy.\n\nI’ve played this game before. I’m doing the same thing again.\n\nWhen i decide to sell everything, i’ll share it here publicly for everyone to see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08030535514071513, "ret_signed_m1d": 0.08030535514071513, "alpha_spy_m1d": 0.07571891027839239, "alpha_c_m1d": null, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.07546852307578152, "ret_signed_p1d": 0.07546852307578152, "alpha_spy_p1d": 0.07361622340170244, "alpha_c_p1d": null, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": null, "ret_p1w": 0.06289518480398686, "ret_signed_p1w": 0.06289518480398686, "alpha_spy_p1w": 0.05795592954972888, "alpha_c_p1w": null, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": null, "ret_p1m": -0.009803054908659773, "ret_signed_p1m": -0.009803054908659773, "alpha_spy_p1m": -0.022695161701026846, "alpha_c_p1m": null, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": null, "ret_p3m": -0.30261781201071225, "ret_signed_p3m": -0.30261781201071225, "alpha_spy_p3m": -0.3188860706252411, "alpha_c_p3m": null, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": null, "ret_p6m": -0.3156864996606204, "ret_signed_p6m": -0.3156864996606204, "alpha_spy_p6m": -0.4253398792412904, "alpha_c_p6m": null, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": null, "price_path": [0.5511, 0.5035, 0.5103, 0.5638, 0.5681, 0.5963, 0.632, 0.7088, 0.6473, 0.6583, 0.6972, 0.7027, 0.6508, 0.5486, 0.5223, 0.5321, 0.4167, 0.4779, 0.5356, 0.5099, 0.5849, 0.6509, 0.6495, 0.6606, 0.5786, 0.6145, 0.5618, 0.3409, 0.4813, 0.435, 0.3811, 0.3318, 0.3117, 0.3823, 0.3478, 0.3152, 0.3556, 0.3891, 0.4457, 0.4133, 0.395, 0.339, 0.3622, 0.2448, 0.1636, 0.2203, 0.1651, 0.2142, 0.2797, 0.2057, 0.2012, 0.1492, 0.1026, 0.0591, 0.1057, 0.0656, 0.0164, -0.0126, 0.0808, 0.0783, 0.1017, 0.0906, 0.0803, 0.0, 0.0755, 0.1225, 0.083, 0.0452, 0.0629, 0.1042, 0.0902, 0.0782, 0.045, 0.0006, 0.0097, -0.0335, -0.0522, -0.0005, 0.0011, -0.014, -0.0217, -0.0382, -0.0278, -0.0235, -0.0098, -0.0173, -0.0011, 0.0487, 0.1326, 0.1422, 0.0913, 0.0817, 0.0674, 0.071, 0.133, 0.1366, 0.1104, 0.1128, 0.0561, -0.0097, 0.0143, 0.004, 0.0017, -0.0126, 0.0081, 0.0003, -0.0589, -0.0852, -0.1801, -0.2198, -0.2548, -0.3783, -0.2828, -0.2858, -0.3118, -0.336, -0.3386, -0.3033, -0.2908, -0.2967, -0.3195, -0.3205, -0.3083, -0.3527, -0.3501, -0.2888, -0.3026, -0.332, -0.3025, -0.3117, -0.2732, -0.2898, -0.3179, -0.3158, -0.3041, -0.3008, -0.2974, -0.2894, -0.2136, -0.2257, -0.2605, -0.2741, -0.2709, -0.2683, -0.2721, -0.2685, -0.3042, -0.3271, -0.3252, -0.3109, -0.3106, -0.331, -0.3278, -0.3214, -0.2811, -0.3017, -0.2997, -0.2869, -0.2639, -0.2795, -0.2673, -0.2479, -0.2356, -0.266, -0.2616, -0.2538, -0.2597, -0.2622, -0.2728, -0.2798, -0.2886, -0.2886, -0.2793, -0.271, -0.2599, -0.2518, -0.267, -0.2507, -0.223, -0.2455, -0.2575, -0.2425, -0.2654, -0.2942, -0.304, -0.2964, -0.2918, -0.3135, -0.3036, -0.3157]}
{"unit_id": "orig:1994726038518010250", "ticker_idx": 2, "ts": "2025-11-29T11:12:02+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "2026 is going to be rough... Rates are high, there's no demand, that combo doesn't magically lead to a new bull run", "tweet_type": "prediction", "timeline": "months", "summary": "Expects one final alt/crypto pump to catch then exit; broadly bearish on equities, BTC, and gold into 2026 recession.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index proxied by SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Alright, let me just put this out there before everyone starts pretending they “saw it coming”:\n\n2026 is going to be rough.\n\nMost people are still acting like the good times are guaranteed, but the cracks are showing everywhere. \n\nLiquidity’s gone, nobody’s handing out cheap money anymore, and businesses are already feeling it. \n\nRates are high, there’s no demand, that combo doesn’t magically lead to a new bull run.\n\nAnd for the people celebrating Fed cuts like it’s Christmas… historically, that’s the part where the market tops before the big drop.\n\nBTC, gold, equities, all had huge runs. Multi-month rallies. They don’t go up forever.\n\nBut here’s the part that always messes with people:\n\nBefore things break, you usually get one last crazy move. The “final pump” that makes everyone think the cycle still has life left.\n\nThat’s why I still think alts get one more pop. Not a new bull market, just the last burst before the real slowdown hits.\n\nMy plan? Catch that move, take profits, and step aside before the recession slaps the people who stayed greedy.\n\nI’ve played this game before. I’m doing the same thing again.\n\nWhen i decide to sell everything, i’ll share it here publicly for everyone to see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004586444862322736, "ret_signed_m1d": -0.004586444862322736, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001852299674079072, "ret_signed_p1d": -0.001852299674079072, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": 0.004939255254257979, "ret_signed_p1w": -0.004939255254257979, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.012892106792367075, "ret_signed_p1m": -0.012892106792367075, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.016268258614528852, "ret_signed_p3m": -0.016268258614528852, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.10965337958067001, "ret_signed_p6m": -0.10965337958067001, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.0563, -0.0484, -0.0512, -0.0489, -0.0467, -0.0439, -0.036, -0.0363, -0.0311, -0.0325, -0.0337, -0.0292, -0.0244, -0.0197, -0.0251, -0.0282, -0.0327, -0.0271, -0.0244, -0.0207, -0.0174, -0.0162, -0.0163, -0.0127, -0.0164, -0.0105, -0.0134, -0.0401, -0.0253, -0.0265, -0.0222, -0.0289, -0.0233, -0.0132, -0.0132, -0.0183, -0.0125, -0.0044, 0.0073, 0.01, 0.0105, -0.0006, 0.0026, 0.0045, -0.0074, -0.004, -0.0146, -0.0137, 0.0017, 0.004, 0.0046, -0.0121, -0.0123, -0.0215, -0.0297, -0.0259, -0.0408, -0.0312, -0.017, -0.0077, -0.0009, -0.0009, 0.0046, 0.0, 0.0019, 0.0053, 0.0061, 0.008, 0.0049, 0.0041, 0.0107, 0.0131, 0.0022, 0.0007, -0.0021, -0.013, -0.0056, 0.0034, 0.0097, 0.0143, 0.0179, 0.0179, 0.0178, 0.0141, 0.0129, 0.0054, 0.0054, 0.0072, 0.0139, 0.02, 0.0167, 0.0166, 0.0233, 0.0249, 0.0229, 0.0178, 0.0206, 0.0197, 0.0197, -0.001, 0.0105, 0.0158, 0.0162, 0.0213, 0.0254, 0.0253, 0.0233, 0.0202, 0.0253, 0.0166, 0.0117, -0.001, 0.0182, 0.0231, 0.0204, 0.0202, 0.0044, 0.0051, 0.0051, 0.0068, 0.0118, 0.0092, 0.0165, 0.0061, 0.0134, 0.0219, 0.0163, 0.0114, 0.012, 0.003, 0.0101, 0.0045, -0.0087, 0.0, -0.0016, -0.0029, -0.018, -0.0236, -0.0136, -0.011, -0.0248, -0.0272, -0.0412, -0.0311, -0.0344, -0.029, -0.0463, -0.0626, -0.0657, -0.0386, -0.0313, -0.0304, -0.0304, -0.0259, -0.0254, -0.0006, 0.0052, 0.0045, 0.0143, 0.0267, 0.0348, 0.0373, 0.0499, 0.0478, 0.0409, 0.0514, 0.0474, 0.0555, 0.0573, 0.0521, 0.052, 0.0624, 0.0654, 0.0615, 0.07, 0.0849, 0.0815, 0.0905, 0.093, 0.0913, 0.0974, 0.1061, 0.0928, 0.092, 0.0847, 0.0958, 0.098, 0.1023, 0.1023, 0.1097]}
{"unit_id": "orig:1994726038518010250", "ticker_idx": 3, "ts": "2025-11-29T11:12:02+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BTC, gold, equities, all had huge runs. Multi-month rallies. They don't go up forever.", "tweet_type": "prediction", "timeline": "months", "summary": "Expects one final alt/crypto pump to catch then exit; broadly bearish on equities, BTC, and gold into 2026 recession.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity mapped to GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Alright, let me just put this out there before everyone starts pretending they “saw it coming”:\n\n2026 is going to be rough.\n\nMost people are still acting like the good times are guaranteed, but the cracks are showing everywhere. \n\nLiquidity’s gone, nobody’s handing out cheap money anymore, and businesses are already feeling it. \n\nRates are high, there’s no demand, that combo doesn’t magically lead to a new bull run.\n\nAnd for the people celebrating Fed cuts like it’s Christmas… historically, that’s the part where the market tops before the big drop.\n\nBTC, gold, equities, all had huge runs. Multi-month rallies. They don’t go up forever.\n\nBut here’s the part that always messes with people:\n\nBefore things break, you usually get one last crazy move. The “final pump” that makes everyone think the cycle still has life left.\n\nThat’s why I still think alts get one more pop. Not a new bull market, just the last burst before the real slowdown hits.\n\nMy plan? Catch that move, take profits, and step aside before the recession slaps the people who stayed greedy.\n\nI’ve played this game before. I’m doing the same thing again.\n\nWhen i decide to sell everything, i’ll share it here publicly for everyone to see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004797934874118059, "ret_signed_m1d": 0.004797934874118059, "alpha_spy_m1d": 0.009384379736440795, "alpha_c_m1d": 0.009384379736440795, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006440050713598433, "ret_signed_p1d": 0.006440050713598433, "alpha_spy_p1d": 0.008292350387677505, "alpha_c_p1d": 0.008292350387677505, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": -0.011109651243786045, "ret_signed_p1w": 0.011109651243786045, "alpha_spy_p1w": 0.016048906498044024, "alpha_c_p1w": 0.016048906498044024, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.023450967667575373, "ret_signed_p1m": -0.023450967667575373, "alpha_spy_p1m": -0.010558860875208298, "alpha_c_p1m": -0.010558860875208298, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.22509303652682, "ret_signed_p3m": -0.22509303652682, "alpha_spy_p3m": -0.20882477791229115, "alpha_c_p3m": -0.20882477791229115, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.06221937139191791, "ret_signed_p6m": -0.06221937139191791, "alpha_spy_p6m": 0.0474340081887521, "alpha_c_p6m": 0.0474340081887521, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.1581, -0.1618, -0.1506, -0.1409, -0.1429, -0.1398, -0.1411, -0.1394, -0.1304, -0.1287, -0.1354, -0.1389, -0.1297, -0.1147, -0.1111, -0.1191, -0.1155, -0.1104, -0.0957, -0.088, -0.0865, -0.0897, -0.0824, -0.0651, -0.0603, -0.0448, -0.0624, -0.0529, -0.0299, -0.023, -0.0061, 0.0172, -0.0019, 0.0344, -0.0321, -0.032, -0.0281, -0.0314, -0.0583, -0.0651, -0.0686, -0.0503, -0.0555, -0.0538, -0.0704, -0.0596, -0.0608, -0.055, -0.0292, -0.0253, -0.0096, -0.0177, -0.0354, -0.0464, -0.0395, -0.0379, -0.0382, -0.0397, -0.0245, -0.0248, -0.017, -0.017, -0.0048, 0.0, -0.0064, -0.0074, -0.0067, -0.0085, -0.0111, -0.006, -0.0018, 0.009, 0.0146, 0.0155, 0.0158, 0.0245, 0.0226, 0.0238, 0.0474, 0.0613, 0.0569, 0.0569, 0.0692, 0.0227, 0.0235, 0.0168, 0.0168, 0.0219, 0.0488, 0.0601, 0.05, 0.0558, 0.0634, 0.0833, 0.0818, 0.0929, 0.0862, 0.0809, 0.0809, 0.1218, 0.1382, 0.1592, 0.1751, 0.1923, 0.2216, 0.2689, 0.2724, 0.1416, 0.0959, 0.1656, 0.1648, 0.1338, 0.1686, 0.1983, 0.1864, 0.1998, 0.1582, 0.187, 0.187, 0.15, 0.1758, 0.1791, 0.2024, 0.2348, 0.2177, 0.2147, 0.2251, 0.2412, 0.2572, 0.2011, 0.2105, 0.196, 0.2149, 0.2124, 0.2261, 0.2219, 0.1979, 0.1824, 0.1813, 0.1784, 0.1411, 0.0941, 0.0606, 0.0367, 0.0369, 0.0681, 0.0279, 0.064, 0.0637, 0.104, 0.1233, 0.1018, 0.1018, 0.0972, 0.1079, 0.1149, 0.1236, 0.1216, 0.117, 0.142, 0.1301, 0.1291, 0.1441, 0.1343, 0.1022, 0.1168, 0.1059, 0.1116, 0.103, 0.0825, 0.071, 0.087, 0.0858, 0.064, 0.0732, 0.1057, 0.1076, 0.1129, 0.1152, 0.1108, 0.1046, 0.0961, 0.0707, 0.0736, 0.0558, 0.0709, 0.0699, 0.0618, 0.0618, 0.0622]}
{"unit_id": "orig:2045040349253419322", "ticker_idx": 0, "ts": "2026-04-17T07:23:08+00:00", "symbol": "S&P 500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Risk/reward from here is the worst it's been since 2000. You're not being paid enough to take on full exposure right now. A 10% upside from here vs a potential 30-40%+ drawdown if the cycle turns?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish US equities: 17-year bull run nearing historical endpoint, risk/reward worst since 2000, warns of 30-40%+ drawdown; advises reducing exposure and holding dry powder.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index proxied by SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "We are in the middle of one of the greatest wealth creation events in human history.\n\nAnd it’s getting late.\n\nLet me put this in perspective.\n\nThe pattern has repeated 3 times since 1900.\n\nThe market grinds higher for 15-20 years.\n\nBuilds enormous wealth.\n\nThen flatlines, resets, or crashes.\n\nSits dead for a decade or more.\n\nThen a new multi-decade bull run begins.\n\nBull Run #1 – 1949 to 1966\n\nCame out of the ashes of WW2 and the Great Depression.\n\n17 years. S&P compounded at 11.4% per year.\n\nTotal gain: over 500%.\n\nThen 1966 hit. Stagflation. Vietnam. The Fed tightened.\n\nThe next 16 years – 1966 to 1982 – the market went essentially nowhere.\n\nFlat. Bleeding. A generational dead zone.\n\nBull Run #2 – 1982 to 2000\n\nVolcker killed inflation. Valuations were at multi-decade lows.\n\nThe Dow went from 776 to 11,722.\n\n1,409% in 18 years.\n\nThen the dot-com bubble burst in March 2000.\n\nTwo crashes followed. The S&P delivered -3% annualized from 2000 to 2009.\n\nAnother lost decade.\n\nBull Run #3 – 2009 to now.\n\nMarch 9, 2009. S&P bottoms at 676.\n\nThe world looked like it was ending.\n\nSince then – over 940% total return.\n\n14.55% per year on average. For 17 years straight.\n\nThe COVID dip in 2020 was the first real scare. Recovered in months.\n\nEvery correction got bought.\n\nEvery dip felt like the end. None of them were.\nUntil one of them is.\n\nThe last two secular bulls lasted 17 and 18 years.\n\nBoth ended when nobody expected it.\n\nBoth ended with euphoria at the top.\n\nWe are 17 years in.\n\nAI is real. The earnings are real. The momentum is real.\n\nBut so is the valuation.\n\nSo is the leverage.\n\nSo is the retail participation.\n\nThe fuel that drives a bull market to its peak is the same fuel that makes the crash brutal.\n\nRisk/reward from here is the worst it’s been since 2000.\n\nYou’re not being paid enough to take on full exposure right now.\n\nA 10% upside from here vs a potential 30-40%+ drawdown if the cycle turns?\n\nThe people who got destroyed in 2000 and 2008 weren’t idiots.\n\nThey just didn’t have dry powder when it mattered most.\n\nDry powder is not dead money right now.\n\nIt’s optionality.\n\nIt’s the ability to buy at prices that don’t exist yet.\n\nIt’s what separates the people who survive the reset from the ones who need 10 years just to break even.\n\nThe pattern always completes.\n\nThe question is whether you’re positioned for what comes after the top, not just before it.\n\nStay sharp. Protect the gains. Keep powder dry.\n\nHistory doesn’t lie.\n\nI will share a full report on this later.\n\nNotifications ON, this is very important.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011941365546207616, "ret_signed_m1d": 0.011941365546207616, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.011941365546207616, "bench_c_m1d": -0.011941365546207616, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001999667552905704, "ret_signed_p1d": 0.001999667552905704, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.001999667552905704, "bench_c_p1d": -0.001999667552905704, "ret_p1w": 0.0053510402379592925, "ret_signed_p1w": -0.0053510402379592925, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.0053510402379592925, "bench_c_p1w": 0.0053510402379592925, "ret_p1m": 0.04014702618854571, "ret_signed_p1m": -0.04014702618854571, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.04014702618854571, "bench_c_p1m": 0.04014702618854571, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0484, -0.0375, -0.0324, -0.0321, -0.0272, -0.0233, -0.0234, -0.0253, -0.0282, -0.0234, -0.0317, -0.0364, -0.0484, -0.0301, -0.0255, -0.028, -0.0283, -0.0433, -0.0426, -0.0426, -0.041, -0.0362, -0.0388, -0.0318, -0.0417, -0.0347, -0.0266, -0.032, -0.0366, -0.0361, -0.0446, -0.0378, -0.0432, -0.0558, -0.0475, -0.049, -0.0502, -0.0646, -0.0699, -0.0605, -0.058, -0.0711, -0.0734, -0.0867, -0.0771, -0.0802, -0.0751, -0.0916, -0.1071, -0.1101, -0.0842, -0.0773, -0.0765, -0.0765, -0.0721, -0.0717, -0.0481, -0.0426, -0.0432, -0.0339, -0.0221, -0.0144, -0.0119, 0.0, -0.002, -0.0085, 0.0015, -0.0024, 0.0054, 0.0071, 0.0022, 0.002, 0.012, 0.0148, 0.0111, 0.0192, 0.0334, 0.0302, 0.0387, 0.0411, 0.0395, 0.0453, 0.0536, 0.0409, 0.0401, 0.0332, 0.0438, 0.0459, 0.05, 0.05, 0.057, 0.0568, 0.0626, 0.0653, 0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1991728373635379579", "ticker_idx": 0, "ts": "2025-11-21T04:40:23+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin will go down to $50k - $60k. One capitulation candle to ~$40k", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish crypto targets by end-2026: BTC $40-60k capitulation, ETH $1200 low, XRP $0.50.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin will go down to $50k - $60k\n\nOne capitulation candle to ~$40k\n\nETH will make a low of $1200\n\nXRP? $0.5\n\nAre you ready for this to happen?\n\nEnd of 2026 🤞", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018112568869536938, "ret_signed_m1d": -0.018112568869536938, "alpha_spy_m1d": -0.02797554454624096, "alpha_c_m1d": null, "bench_spy_m1d": -0.009862975676704022, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03737042317351125, "ret_signed_p1d": -0.03737042317351125, "alpha_spy_p1d": -0.022651916111330772, "alpha_c_p1d": null, "bench_spy_p1d": 0.014718507062180475, "bench_c_p1d": null, "ret_p1w": 0.0684984255768295, "ret_signed_p1w": -0.0684984255768295, "alpha_spy_p1w": -0.031535063039148215, "alpha_c_p1w": null, "bench_spy_p1w": 0.03696336253768129, "bench_c_p1w": null, "ret_p1m": 0.03994947302547058, "ret_signed_p1m": -0.03994947302547058, "alpha_spy_p1m": 0.002269554461823864, "alpha_c_p1m": null, "bench_spy_p1m": 0.04221902748729445, "bench_c_p1m": null, "ret_p3m": -0.21935851896248926, "ret_signed_p3m": 0.21935851896248926, "alpha_spy_p3m": 0.26379942405045387, "alpha_c_p3m": null, "bench_spy_p3m": 0.04444090508796461, "bench_c_p3m": null, "ret_p6m": -0.09562169332572379, "ret_signed_p6m": 0.09562169332572379, "alpha_spy_p6m": 0.22281750310021564, "alpha_c_p6m": null, "bench_spy_p6m": 0.12719580977449185, "bench_c_p6m": null, "price_path": [0.3139, 0.3071, 0.3226, 0.2741, 0.2839, 0.3068, 0.313, 0.3012, 0.3004, 0.3171, 0.3107, 0.3392, 0.3575, 0.3644, 0.3567, 0.3732, 0.3688, 0.3766, 0.3596, 0.325, 0.3164, 0.3319, 0.2816, 0.2894, 0.3445, 0.3404, 0.3944, 0.4183, 0.4369, 0.4661, 0.4273, 0.4497, 0.4303, 0.3305, 0.3547, 0.3294, 0.3019, 0.2714, 0.2512, 0.2997, 0.2748, 0.2656, 0.2936, 0.3049, 0.3411, 0.3275, 0.2934, 0.2728, 0.2875, 0.2522, 0.1939, 0.221, 0.1905, 0.2148, 0.2457, 0.2104, 0.1948, 0.1717, 0.1094, 0.0823, 0.0924, 0.0749, 0.0181, 0.0, 0.0374, 0.0265, 0.0638, 0.0728, 0.0685, 0.0145, 0.0736, 0.0992, 0.0829, 0.0505, 0.0652, 0.0893, 0.0814, 0.0872, 0.0609, 0.0156, 0.0324, 0.0124, 0.0044, 0.0354, 0.0399, 0.0273, 0.0296, 0.0252, 0.026, 0.0241, 0.0392, 0.0284, 0.0428, 0.057, 0.1033, 0.1015, 0.0731, 0.0698, 0.0637, 0.0717, 0.1202, 0.1391, 0.1229, 0.1226, 0.0877, 0.0378, 0.0504, 0.0514, 0.0519, 0.0373, 0.0471, 0.0481, -0.0062, -0.0113, -0.0752, -0.1111, -0.1419, -0.2631, -0.1708, -0.1759, -0.1915, -0.2127, -0.2217, -0.1908, -0.1909, -0.2068, -0.2194, -0.2131, -0.2008, -0.2406, -0.2469, -0.2013, -0.2073, -0.2257, -0.1917, -0.1974, -0.1455, -0.1675, -0.1992, -0.1961, -0.1782, -0.1749, -0.1715, -0.166, -0.1202, -0.1313, -0.1627, -0.1784, -0.1712, -0.1666, -0.1713, -0.162, -0.1915, -0.2204, -0.2162, -0.1981, -0.1999, -0.2139, -0.2134, -0.1907, -0.1545, -0.1641, -0.1566, -0.1423, -0.1246, -0.1282, -0.1209, -0.1168, -0.0936, -0.1083, -0.1027, -0.0809, -0.0802, -0.0897, -0.0908, -0.1027, -0.1095, -0.1033, -0.0812, -0.0618, -0.0489, -0.0431, -0.0597, -0.0576, -0.0395, -0.0542, -0.0683, -0.0475, -0.0708, -0.0956]}
{"unit_id": "orig:1991728373635379579", "ticker_idx": 1, "ts": "2025-11-21T04:40:23+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ETH will make a low of $1200", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish crypto targets by end-2026: BTC $40-60k capitulation, ETH $1200 low, XRP $0.50.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin will go down to $50k - $60k\n\nOne capitulation candle to ~$40k\n\nETH will make a low of $1200\n\nXRP? $0.5\n\nAre you ready for this to happen?\n\nEnd of 2026 🤞", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023892102471826382, "ret_signed_m1d": -0.023892102471826382, "alpha_spy_m1d": -0.033755078148530404, "alpha_c_m1d": null, "bench_spy_m1d": -0.009862975676704022, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.06761912462801134, "ret_signed_p1d": -0.06761912462801134, "alpha_spy_p1d": -0.052900617565830865, "alpha_c_p1d": null, "bench_spy_p1d": 0.014718507062180475, "bench_c_p1d": null, "ret_p1w": 0.09639704231101143, "ret_signed_p1w": -0.09639704231101143, "alpha_spy_p1w": -0.05943367977333014, "alpha_c_p1w": null, "bench_spy_p1w": 0.03696336253768129, "bench_c_p1w": null, "ret_p1m": 0.08691274527943449, "ret_signed_p1m": -0.08691274527943449, "alpha_spy_p1m": -0.04469371779214004, "alpha_c_p1m": null, "bench_spy_p1m": 0.04221902748729445, "bench_c_p1m": null, "ret_p3m": -0.29349724371803576, "ret_signed_p3m": 0.29349724371803576, "alpha_spy_p3m": 0.33793814880600037, "alpha_c_p3m": null, "bench_spy_p3m": 0.04444090508796461, "bench_c_p3m": null, "ret_p6m": -0.23038770852194645, "ret_signed_p6m": 0.23038770852194645, "alpha_spy_p6m": 0.3575835182964383, "alpha_c_p6m": null, "bench_spy_p6m": 0.12719580977449185, "bench_c_p6m": null, "price_path": [0.6634, 0.6283, 0.6297, 0.5765, 0.56, 0.5639, 0.6091, 0.5543, 0.5573, 0.5577, 0.558, 0.5725, 0.6131, 0.7049, 0.6368, 0.6284, 0.6606, 0.6596, 0.6166, 0.5196, 0.5061, 0.5018, 0.3987, 0.4593, 0.5249, 0.4991, 0.5732, 0.6227, 0.6325, 0.695, 0.6094, 0.6371, 0.5798, 0.3895, 0.535, 0.4916, 0.4418, 0.4082, 0.3857, 0.4393, 0.4017, 0.3769, 0.3942, 0.4226, 0.4897, 0.4399, 0.4113, 0.3756, 0.391, 0.3025, 0.1905, 0.2384, 0.1976, 0.2421, 0.2903, 0.2349, 0.2341, 0.1689, 0.1222, 0.0936, 0.1292, 0.0931, 0.0239, 0.0, 0.0676, 0.0695, 0.0948, 0.09, 0.0964, 0.0125, 0.084, 0.154, 0.1333, 0.0936, 0.13, 0.2008, 0.2024, 0.1704, 0.1152, 0.0718, 0.0718, 0.0238, 0.0222, 0.0768, 0.0869, 0.0715, 0.065, 0.0499, 0.0579, 0.061, 0.0744, 0.0728, 0.0849, 0.1297, 0.1665, 0.1917, 0.145, 0.1225, 0.1147, 0.1181, 0.2012, 0.213, 0.1994, 0.1916, 0.1522, 0.0614, 0.0771, 0.0665, 0.0678, 0.0581, 0.0927, 0.0871, 0.019, -0.0229, -0.1523, -0.1946, -0.225, -0.3413, -0.2539, -0.2394, -0.2698, -0.2983, -0.296, -0.2593, -0.2776, -0.2797, -0.2935, -0.2956, -0.2881, -0.3291, -0.33, -0.2571, -0.2672, -0.3019, -0.267, -0.2831, -0.2311, -0.251, -0.2845, -0.2794, -0.2634, -0.2582, -0.2504, -0.2434, -0.1499, -0.1619, -0.2032, -0.2272, -0.2239, -0.2218, -0.2206, -0.2161, -0.2553, -0.28, -0.2684, -0.239, -0.2267, -0.2563, -0.2576, -0.2379, -0.1894, -0.208, -0.2085, -0.1882, -0.1428, -0.16, -0.1469, -0.1508, -0.1246, -0.1629, -0.1583, -0.1409, -0.157, -0.1627, -0.1673, -0.1722, -0.1852, -0.1842, -0.1702, -0.1516, -0.1463, -0.15, -0.1716, -0.1659, -0.1542, -0.1776, -0.1837, -0.1753, -0.1961, -0.2304]}
{"unit_id": "orig:1991728373635379579", "ticker_idx": 2, "ts": "2025-11-21T04:40:23+00:00", "symbol": "XRP-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "XRP? $0.5", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish crypto targets by end-2026: BTC $40-60k capitulation, ETH $1200 low, XRP $0.50.", "resolved_tickers": ["XRP-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin will go down to $50k - $60k\n\nOne capitulation candle to ~$40k\n\nETH will make a low of $1200\n\nXRP? $0.5\n\nAre you ready for this to happen?\n\nEnd of 2026 🤞", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.024807217285125027, "ret_signed_m1d": -0.024807217285125027, "alpha_spy_m1d": -0.03467019296182905, "alpha_c_m1d": null, "bench_spy_m1d": -0.009862975676704022, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.1412400558737683, "ret_signed_p1d": -0.1412400558737683, "alpha_spy_p1d": -0.12652154881158784, "alpha_c_p1d": null, "bench_spy_p1d": 0.014718507062180475, "bench_c_p1d": null, "ret_p1w": 0.11805002161826361, "ret_signed_p1w": -0.11805002161826361, "alpha_spy_p1w": -0.08108665908058232, "alpha_c_p1w": null, "bench_spy_p1w": 0.03696336253768129, "bench_c_p1w": null, "ret_p1m": -0.02442521517109475, "ret_signed_p1m": 0.02442521517109475, "alpha_spy_p1m": 0.0666442426583892, "alpha_c_p1m": null, "bench_spy_p1m": 0.04221902748729445, "bench_c_p1m": null, "ret_p3m": -0.27112138584743894, "ret_signed_p3m": 0.27112138584743894, "alpha_spy_p3m": 0.31556229093540356, "alpha_c_p3m": null, "bench_spy_p3m": 0.04444090508796461, "bench_c_p3m": null, "ret_p6m": -0.2877374387620051, "ret_signed_p6m": 0.2877374387620051, "alpha_spy_p6m": 0.41493324853649693, "alpha_c_p6m": null, "bench_spy_p6m": 0.12719580977449185, "bench_c_p6m": null, "price_path": [0.5444, 0.521, 0.5213, 0.4469, 0.4119, 0.4673, 0.4586, 0.4335, 0.4439, 0.523, 0.5108, 0.5288, 0.5591, 0.5933, 0.5367, 0.5579, 0.5817, 0.5772, 0.534, 0.4628, 0.45, 0.5012, 0.406, 0.4283, 0.478, 0.4597, 0.5111, 0.5583, 0.5591, 0.5334, 0.4643, 0.477, 0.4381, 0.2093, 0.3364, 0.2847, 0.237, 0.1941, 0.1763, 0.2784, 0.243, 0.212, 0.228, 0.2856, 0.3508, 0.3361, 0.3085, 0.2509, 0.2863, 0.1841, 0.1334, 0.2024, 0.1335, 0.1865, 0.2953, 0.2263, 0.2238, 0.1952, 0.1505, 0.1085, 0.1364, 0.0806, 0.0248, 0.0, 0.1412, 0.1272, 0.1404, 0.1284, 0.1181, 0.0413, 0.1052, 0.1289, 0.0753, 0.0447, 0.0629, 0.081, 0.0477, 0.0436, 0.0301, -0.0265, -0.0104, -0.0454, -0.0731, -0.0221, -0.0244, -0.0398, -0.0458, -0.0608, -0.0551, -0.0526, -0.0384, -0.0566, -0.0372, 0.0284, 0.2043, 0.1828, 0.1111, 0.088, 0.0724, 0.0524, 0.1094, 0.0971, 0.0655, 0.0604, 0.0184, -0.0312, -0.0025, -0.0147, -0.0158, -0.024, -0.0187, -0.0214, -0.0745, -0.1118, -0.1691, -0.1929, -0.2256, -0.3778, -0.2455, -0.2637, -0.2825, -0.2986, -0.3016, -0.2784, -0.2378, -0.2441, -0.2711, -0.2789, -0.2671, -0.307, -0.3084, -0.2649, -0.2812, -0.3048, -0.2868, -0.3024, -0.2667, -0.2806, -0.3009, -0.3018, -0.2892, -0.29, -0.2901, -0.2828, -0.2086, -0.2214, -0.2495, -0.2579, -0.2589, -0.2659, -0.2743, -0.2749, -0.3026, -0.3206, -0.3219, -0.3128, -0.309, -0.3239, -0.3243, -0.3226, -0.2917, -0.3117, -0.3108, -0.3044, -0.2942, -0.3018, -0.2865, -0.2552, -0.2427, -0.2694, -0.2659, -0.2668, -0.2622, -0.2649, -0.2817, -0.2921, -0.298, -0.2989, -0.29, -0.2863, -0.2755, -0.2695, -0.2888, -0.2728, -0.2428, -0.2637, -0.2687, -0.2391, -0.2649, -0.2877]}
{"unit_id": "orig:1979437563728531621", "ticker_idx": 0, "ts": "2025-10-18T06:41:06+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "126k was the top for bitcoin and there's nothing you can do about it. In exactly 390 days, bitcoin will be below 60k.", "tweet_type": "prediction", "timeline": "years", "summary": "Calls $126K as the BTC top; predicts price falls below $60K within 390 days.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "126k was the top for bitcoin and there’s nothing you can do about it.\n\nIn exactly 390 days, bitcoin will be below 60k.\n\nThat’s when you buy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.037265399318407666, "ret_signed_m1d": 0.037265399318407666, "alpha_spy_m1d": 0.026971980369343673, "alpha_c_m1d": null, "bench_spy_m1d": -0.010293418949063993, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.019098105646452646, "ret_signed_p1d": 0.019098105646452646, "alpha_spy_p1d": 0.01908320116497686, "alpha_c_p1d": null, "bench_spy_p1d": -1.4904481475785936e-05, "bench_c_p1d": null, "ret_p1w": 0.031923615207020584, "ret_signed_p1w": -0.031923615207020584, "alpha_spy_p1w": -0.011157923531182723, "alpha_c_p1w": null, "bench_spy_p1w": 0.02076569167583786, "bench_c_p1w": null, "ret_p1m": -0.15951013123417435, "ret_signed_p1m": 0.15951013123417435, "alpha_spy_p1m": 0.142796263994883, "alpha_c_p1m": null, "bench_spy_p1m": -0.016713867239291358, "bench_c_p1m": null, "ret_p3m": -0.1359787297878129, "ret_signed_p3m": 0.1359787297878129, "alpha_spy_p3m": 0.17021898710317018, "alpha_c_p3m": null, "bench_spy_p3m": 0.03424025731535729, "bench_c_p3m": null, "ret_p6m": -0.3292130633272162, "ret_signed_p6m": 0.3292130633272162, "alpha_spy_p6m": 0.3696037509340392, "alpha_c_p6m": null, "bench_spy_p6m": 0.04039068760682296, "bench_c_p6m": null, "price_path": [0.0738, 0.0703, 0.0637, 0.0663, 0.0663, 0.0655, 0.0467, 0.0247, 0.0405, 0.0321, 0.0401, 0.0625, 0.0552, 0.0736, 0.0867, 0.1153, 0.0703, 0.0616, 0.0512, 0.0203, 0.0333, 0.0165, 0.0568, -0.0042, 0.011, 0.0057, 0.0177, -0.0197, -0.0121, 0.0055, 0.0103, 0.0012, 0.0006, 0.0134, 0.0085, 0.0304, 0.0445, 0.0498, 0.0439, 0.0566, 0.0532, 0.0592, 0.0461, 0.0195, 0.0129, 0.0248, -0.0139, -0.0079, 0.0345, 0.0314, 0.0729, 0.0913, 0.1056, 0.1281, 0.0982, 0.1154, 0.1005, 0.0237, 0.0423, 0.0229, 0.0018, -0.0217, -0.0373, 0.0, -0.0191, -0.0262, -0.0047, 0.004, 0.0319, 0.0214, -0.0048, -0.0206, -0.0093, -0.0365, -0.0814, -0.0606, -0.084, -0.0653, -0.0415, -0.0686, -0.0807, -0.0985, -0.1464, -0.1672, -0.1595, -0.1729, -0.2166, -0.2306, -0.2018, -0.2102, -0.1815, -0.1746, -0.1779, -0.2194, -0.174, -0.1543, -0.1668, -0.1917, -0.1804, -0.1618, -0.1679, -0.1635, -0.1837, -0.2185, -0.2057, -0.221, -0.2272, -0.2033, -0.1998, -0.2096, -0.2078, -0.2112, -0.2106, -0.2121, -0.2004, -0.2087, -0.1976, -0.1867, -0.1511, -0.1525, -0.1743, -0.1769, -0.1815, -0.1754, -0.1381, -0.1235, -0.136, -0.1362, -0.1631, -0.2014, -0.1918, -0.191, -0.1907, -0.2018, -0.1943, -0.1935, -0.2354, -0.2393, -0.2885, -0.3161, -0.3397, -0.433, -0.362, -0.3659, -0.3779, -0.3942, -0.4012, -0.3774, -0.3775, -0.3897, -0.3993, -0.3945, -0.3851, -0.4157, -0.4206, -0.3855, -0.39, -0.4043, -0.3781, -0.3825, -0.3425, -0.3594, -0.3839, -0.3815, -0.3677, -0.3652, -0.3626, -0.3583, -0.3231, -0.3316, -0.3558, -0.3678, -0.3623, -0.3588, -0.3623, -0.3552, -0.378, -0.4001, -0.3969, -0.383, -0.3844, -0.3952, -0.3948, -0.3773, -0.3495, -0.3569, -0.351, -0.3401, -0.3265, -0.3292]}
{"unit_id": "orig:1979992825656647861", "ticker_idx": 0, "ts": "2025-10-19T19:27:30+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "60k in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "BTC predicted to reach 60k in 2026, implying a significant decline from current levels.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "2021: “Four-year cycles are broken.”\n\n2025: “Four-year cycles are broken.”\n\n60k in 2026.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.037265399318407666, "ret_signed_m1d": -0.037265399318407666, "alpha_spy_m1d": -0.026971980369343673, "alpha_c_m1d": null, "bench_spy_m1d": -0.010293418949063993, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.019098105646452646, "ret_signed_p1d": -0.019098105646452646, "alpha_spy_p1d": -0.01908320116497686, "alpha_c_p1d": null, "bench_spy_p1d": -1.4904481475785936e-05, "bench_c_p1d": null, "ret_p1w": 0.031923615207020584, "ret_signed_p1w": 0.031923615207020584, "alpha_spy_p1w": 0.011157923531182723, "alpha_c_p1w": null, "bench_spy_p1w": 0.02076569167583786, "bench_c_p1w": null, "ret_p1m": -0.15951013123417435, "ret_signed_p1m": -0.15951013123417435, "alpha_spy_p1m": -0.142796263994883, "alpha_c_p1m": null, "bench_spy_p1m": -0.016713867239291358, "bench_c_p1m": null, "ret_p3m": -0.1359787297878129, "ret_signed_p3m": -0.1359787297878129, "alpha_spy_p3m": -0.17021898710317018, "alpha_c_p3m": null, "bench_spy_p3m": 0.03424025731535729, "bench_c_p3m": null, "ret_p6m": -0.3292130633272162, "ret_signed_p6m": -0.3292130633272162, "alpha_spy_p6m": -0.3696037509340392, "alpha_c_p6m": null, "bench_spy_p6m": 0.04039068760682296, "bench_c_p6m": null, "price_path": [0.0738, 0.0703, 0.0637, 0.0663, 0.0663, 0.0655, 0.0467, 0.0247, 0.0405, 0.0321, 0.0401, 0.0625, 0.0552, 0.0736, 0.0867, 0.1153, 0.0703, 0.0616, 0.0512, 0.0203, 0.0333, 0.0165, 0.0568, -0.0042, 0.011, 0.0057, 0.0177, -0.0197, -0.0121, 0.0055, 0.0103, 0.0012, 0.0006, 0.0134, 0.0085, 0.0304, 0.0445, 0.0498, 0.0439, 0.0566, 0.0532, 0.0592, 0.0461, 0.0195, 0.0129, 0.0248, -0.0139, -0.0079, 0.0345, 0.0314, 0.0729, 0.0913, 0.1056, 0.1281, 0.0982, 0.1154, 0.1005, 0.0237, 0.0423, 0.0229, 0.0018, -0.0217, -0.0373, 0.0, -0.0191, -0.0262, -0.0047, 0.004, 0.0319, 0.0214, -0.0048, -0.0206, -0.0093, -0.0365, -0.0814, -0.0606, -0.084, -0.0653, -0.0415, -0.0686, -0.0807, -0.0985, -0.1464, -0.1672, -0.1595, -0.1729, -0.2166, -0.2306, -0.2018, -0.2102, -0.1815, -0.1746, -0.1779, -0.2194, -0.174, -0.1543, -0.1668, -0.1917, -0.1804, -0.1618, -0.1679, -0.1635, -0.1837, -0.2185, -0.2057, -0.221, -0.2272, -0.2033, -0.1998, -0.2096, -0.2078, -0.2112, -0.2106, -0.2121, -0.2004, -0.2087, -0.1976, -0.1867, -0.1511, -0.1525, -0.1743, -0.1769, -0.1815, -0.1754, -0.1381, -0.1235, -0.136, -0.1362, -0.1631, -0.2014, -0.1918, -0.191, -0.1907, -0.2018, -0.1943, -0.1935, -0.2354, -0.2393, -0.2885, -0.3161, -0.3397, -0.433, -0.362, -0.3659, -0.3779, -0.3942, -0.4012, -0.3774, -0.3775, -0.3897, -0.3993, -0.3945, -0.3851, -0.4157, -0.4206, -0.3855, -0.39, -0.4043, -0.3781, -0.3825, -0.3425, -0.3594, -0.3839, -0.3815, -0.3677, -0.3652, -0.3626, -0.3583, -0.3231, -0.3316, -0.3558, -0.3678, -0.3623, -0.3588, -0.3623, -0.3552, -0.378, -0.4001, -0.3969, -0.383, -0.3844, -0.3952, -0.3948, -0.3773, -0.3495, -0.3569, -0.351, -0.3401, -0.3265, -0.3292]}
{"unit_id": "orig:2054501185353134191", "ticker_idx": 0, "ts": "2026-05-13T09:57:08+00:00", "symbol": "copper", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Copper is going parabolic", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Copper is going parabolic — bullish momentum call.", "resolved_tickers": ["CPER"], "resolution_method": "etf", "resolution_reason": "Copper commodity mapped to CPER ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Copper is going parabolic https://t.co/rqcz5ixbev", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004221459324879051, "ret_signed_m1d": 0.004221459324879051, "alpha_spy_m1d": 0.00978517919446964, "alpha_c_m1d": 0.00978517919446964, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.005563719869590589, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006208095285775039, "ret_signed_p1d": -0.006208095285775039, "alpha_spy_p1d": -0.014102351554497794, "alpha_c_p1d": -0.014102351554497794, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.007894256268722755, "ret_p1w": -0.04221506688887333, "ret_signed_p1w": -0.04221506688887333, "alpha_spy_p1w": -0.04078709533779623, "alpha_c_p1w": -0.04078709533779623, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.0014279715510771007, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.117, -0.117, -0.1324, -0.1165, -0.1175, -0.1018, -0.114, -0.0986, -0.0867, -0.0879, -0.0842, -0.0963, -0.116, -0.1068, -0.1165, -0.1152, -0.1085, -0.104, -0.1031, -0.1167, -0.1353, -0.1137, -0.1257, -0.1644, -0.1627, -0.1967, -0.1674, -0.1718, -0.1609, -0.1723, -0.1694, -0.1659, -0.145, -0.1473, -0.1465, -0.1465, -0.1482, -0.1537, -0.1247, -0.1257, -0.1093, -0.0864, -0.0747, -0.0747, -0.0827, -0.074, -0.081, -0.0921, -0.0663, -0.0822, -0.0827, -0.0829, -0.1001, -0.1068, -0.0929, -0.1003, -0.1165, -0.0978, -0.0678, -0.0725, -0.0497, -0.0219, 0.0042, 0.0, -0.0062, -0.0529, -0.0464, -0.0656, -0.0422, -0.042, -0.0335, -0.0335, -0.0308, -0.0444, -0.03, -0.035, -0.035, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060460051588870219", "ticker_idx": 0, "ts": "2026-05-29T20:35:32+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Trump bought hundreds of thousands of dollars worth in Q1, then publicly hyped it on Truth Social. Government contracts plus AI data analytics. A perfect storm. PLTR and NOW could be next.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR and NOW based on Trump's Q1 purchases and public endorsements; government/AI tailwinds cited.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Trump is indirectly telling you to buy these 2 stocks right now:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\n$PLTR Palantir.\n\nTrump bought hundreds of thousands of dollars worth in Q1, then publicly hyped it on Truth Social.\n\nHis exact words: \"Palantir has proven to have great war fighting capabilities.\"\n\nGovernment contracts plus AI data analytics. A perfect storm.\n\n---\n\n$NOW ServiceNow.\n\nTrump bought between $1M and $5M worth of shares in Q1.\n\nThe enterprise AI platform powering workflows for the largest companies and governments in the world.\n\nA direct bet on AI inside the institutions actually paying for it.\n\n---\n\nTrump's track record on big tech calls has been strong.\n\nIntel. Dell. Both ran hard after he flagged them.\n\nPLTR and NOW could be next.\n\nThe stocks he names tend to move. Keep a list.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08432347971367593, "ret_signed_m1d": -0.08432347971367593, "alpha_spy_m1d": -0.08183827860941462, "alpha_c_m1d": -0.08183827860941462, "bench_spy_m1d": -0.0024852011042613142, "bench_c_m1d": -0.0024852011042613142, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0595, -0.0214, -0.0247, 0.004, -0.0007, -0.0345, -0.0316, -0.0194, -0.0357, -0.0244, -0.0093, -0.0241, -0.0055, -0.0374, 0.0275, -0.0112, -0.0101, -0.0574, -0.0861, -0.1213, -0.0655, -0.0642, -0.0516, -0.0516, -0.055, -0.0413, -0.1008, -0.1664, -0.1819, -0.1544, -0.1331, -0.0919, -0.088, -0.0648, -0.068, -0.0675, -0.025, -0.0956, -0.0859, -0.0859, -0.0981, -0.1186, -0.1113, -0.0797, -0.0671, -0.1318, -0.1453, -0.1245, -0.1197, -0.1255, -0.1312, -0.1692, -0.1457, -0.1441, -0.1367, -0.1359, -0.1239, -0.1222, -0.1256, -0.1256, -0.1274, -0.1535, -0.0843, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060460051588870219", "ticker_idx": 1, "ts": "2026-05-29T20:35:32+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Trump bought between $1M and $5M worth of shares in Q1. A direct bet on AI inside the institutions actually paying for it. PLTR and NOW could be next.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR and NOW based on Trump's Q1 purchases and public endorsements; government/AI tailwinds cited.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Trump is indirectly telling you to buy these 2 stocks right now:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\n$PLTR Palantir.\n\nTrump bought hundreds of thousands of dollars worth in Q1, then publicly hyped it on Truth Social.\n\nHis exact words: \"Palantir has proven to have great war fighting capabilities.\"\n\nGovernment contracts plus AI data analytics. A perfect storm.\n\n---\n\n$NOW ServiceNow.\n\nTrump bought between $1M and $5M worth of shares in Q1.\n\nThe enterprise AI platform powering workflows for the largest companies and governments in the world.\n\nA direct bet on AI inside the institutions actually paying for it.\n\n---\n\nTrump's track record on big tech calls has been strong.\n\nIntel. Dell. Both ran hard after he flagged them.\n\nPLTR and NOW could be next.\n\nThe stocks he names tend to move. Keep a list.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12575379146301624, "ret_signed_m1d": -0.12575379146301624, "alpha_spy_m1d": -0.12326859035875493, "alpha_c_m1d": -0.12326859035875493, "bench_spy_m1d": -0.0024852011042613142, "bench_c_m1d": -0.0024852011042613142, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0899, -0.0845, -0.0321, -0.0002, -0.0196, -0.0624, -0.0703, -0.0917, -0.0864, -0.0763, -0.0615, -0.0857, -0.0892, -0.1125, -0.1079, -0.1586, -0.1713, -0.1667, -0.2007, -0.156, -0.1594, -0.1635, -0.1799, -0.1799, -0.1765, -0.1915, -0.2163, -0.2779, -0.3326, -0.2839, -0.2941, -0.2427, -0.2246, -0.2228, -0.1982, -0.1948, -0.1713, -0.3183, -0.275, -0.2727, -0.2724, -0.2853, -0.2899, -0.267, -0.2605, -0.2602, -0.284, -0.2475, -0.2669, -0.2644, -0.2844, -0.3001, -0.2723, -0.2356, -0.1684, -0.1812, -0.1694, -0.1984, -0.1788, -0.1788, -0.1966, -0.1789, -0.1258, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 0, "ts": "2025-11-27T12:05:00+00:00", "symbol": "US Treasury bonds", "kind": "macro", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long-end yields explode higher. The dollar rips upward. Liquidity disappears.", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["IEF"], "resolution_method": "etf", "resolution_reason": "Long-end yield context; IEF as benchmark Treasury proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": -0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001740583205234958, "ret_signed_p1d": 0.001740583205234958, "alpha_spy_p1d": 0.0071989895438498985, "alpha_c_p1d": 0.0071989895438498985, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": 0.005458406338614941, "ret_p1w": -0.007306325687287174, "ret_signed_p1w": 0.007306325687287174, "alpha_spy_p1w": 0.014235991087159228, "alpha_c_p1w": 0.014235991087159228, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": 0.006929665399872054, "ret_p1m": -0.006454503500312514, "ret_signed_p1m": 0.006454503500312514, "alpha_spy_p1m": 0.02509526820461705, "alpha_c_p1m": 0.02509526820461705, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": 0.018640764704304535, "ret_p3m": 0.006916079672282471, "ret_signed_p3m": -0.006916079672282471, "alpha_spy_p3m": 0.007356785916087016, "alpha_c_p3m": 0.007356785916087016, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": 0.014272865588369488, "ret_p6m": -0.020401380206693465, "ret_signed_p6m": 0.020401380206693465, "alpha_spy_p6m": 0.12369359216083808, "alpha_c_p6m": 0.12369359216083808, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": 0.10329221195414462, "price_path": [-0.0248, -0.0277, -0.0244, -0.02, -0.0152, -0.0122, -0.0145, -0.0119, -0.0103, -0.0132, -0.0116, -0.011, -0.0131, -0.0164, -0.0168, -0.0184, -0.0156, -0.0183, -0.0204, -0.0209, -0.0181, -0.0185, -0.0152, -0.0142, -0.0161, -0.019, -0.0165, -0.0163, -0.017, -0.0109, -0.0104, -0.0078, -0.009, -0.0044, -0.006, -0.0047, -0.0028, -0.0026, -0.0059, -0.005, -0.005, -0.0041, -0.0105, -0.0119, -0.0115, -0.012, -0.0108, -0.0155, -0.0104, -0.01, -0.0114, -0.0083, -0.0081, -0.011, -0.0126, -0.0115, -0.0098, -0.0105, -0.0082, -0.0049, -0.0034, -0.0008, 0.0, 0.0, -0.0017, -0.0071, -0.0063, -0.0042, -0.0073, -0.0094, -0.0114, -0.0129, -0.0097, -0.0096, -0.0122, -0.0114, -0.0086, -0.0088, -0.0063, -0.0085, -0.0095, -0.01, -0.0074, -0.0074, -0.0065, -0.005, -0.006, -0.0093, -0.0093, -0.0102, -0.0072, -0.0079, -0.006, -0.009, -0.0079, -0.0091, -0.0079, -0.0058, -0.0079, -0.0117, -0.0117, -0.0156, -0.013, -0.0132, -0.0115, -0.0101, -0.0112, -0.012, -0.011, -0.0116, -0.0135, -0.0126, -0.0128, -0.007, -0.007, -0.0068, -0.0025, -0.0053, 0.0008, 0.0047, 0.0047, 0.0046, 0.0026, 0.0035, 0.0035, 0.0071, 0.0069, 0.0061, 0.0088, 0.0128, 0.0067, 0.0056, 0.0035, 0.0004, -0.0002, 0.0029, -0.0003, -0.0049, -0.0081, -0.0091, -0.0047, -0.0029, -0.0075, -0.0076, -0.0165, -0.0134, -0.0167, -0.0115, -0.0195, -0.0194, -0.0125, -0.0107, -0.0116, -0.0093, -0.0093, -0.0119, -0.0094, -0.0072, -0.0075, -0.0092, -0.007, -0.0038, -0.0059, -0.0077, -0.0023, -0.0032, -0.0076, -0.0066, -0.0081, -0.0061, -0.0084, -0.0094, -0.0141, -0.0122, -0.0114, -0.0151, -0.0136, -0.0087, -0.0117, -0.0091, -0.0125, -0.0158, -0.0158, -0.0164, -0.0243, -0.0247, -0.0284, -0.0219, -0.0212, -0.0204]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 1, "ts": "2025-11-27T12:05:00+00:00", "symbol": "DXY", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The dollar rips upward.", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["UUP"], "resolution_method": "etf", "resolution_reason": "DXY USD index best proxied by UUP ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0007084332271464211, "ret_signed_p1d": -0.0007084332271464211, "alpha_spy_p1d": -0.006166839565761362, "alpha_c_p1d": -0.006166839565761362, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": 0.005458406338614941, "ret_p1w": -0.004250739107079293, "ret_signed_p1w": -0.004250739107079293, "alpha_spy_p1w": -0.011180404506951347, "alpha_c_p1w": -0.011180404506951347, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": 0.006929665399872054, "ret_p1m": -0.012005214694605804, "ret_signed_p1m": -0.012005214694605804, "alpha_spy_p1m": -0.03064597939891034, "alpha_c_p1m": -0.03064597939891034, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": 0.018640764704304535, "ret_p3m": -0.006876532644524813, "ret_signed_p3m": -0.006876532644524813, "alpha_spy_p3m": -0.0211493982328943, "alpha_c_p3m": -0.0211493982328943, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": 0.014272865588369488, "ret_p6m": 0.017301310297526573, "ret_signed_p6m": 0.017301310297526573, "alpha_spy_p6m": -0.08599090165661805, "alpha_c_p6m": -0.08599090165661805, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": 0.10329221195414462, "price_path": [-0.0305, -0.0241, -0.0259, -0.0244, -0.0294, -0.0326, -0.0287, -0.028, -0.0312, -0.0298, -0.0329, -0.039, -0.0358, -0.0312, -0.0283, -0.0319, -0.0326, -0.0255, -0.0188, -0.0223, -0.0244, -0.0255, -0.0259, -0.0244, -0.0262, -0.0216, -0.0159, -0.0138, -0.0071, -0.012, -0.0085, -0.0113, -0.0142, -0.0181, -0.017, -0.0145, -0.0106, -0.0117, -0.0113, -0.0113, -0.0124, -0.0131, -0.0074, -0.0035, -0.0007, 0.0, 0.0032, 0.0035, -0.0018, -0.0025, -0.0018, -0.0032, -0.0028, -0.0057, -0.0043, -0.0018, -0.0007, 0.0057, 0.0064, 0.0057, 0.0057, 0.0028, 0.0, 0.0, -0.0007, -0.0011, -0.0014, -0.0064, -0.0043, -0.0053, -0.0039, -0.0025, -0.0078, -0.0113, -0.0099, -0.0106, -0.0117, -0.0096, -0.0089, -0.0057, -0.0098, -0.0131, -0.0127, -0.0127, -0.012, -0.0116, -0.0091, -0.0098, -0.0098, -0.0069, -0.0083, -0.005, -0.0036, -0.001, 0.0012, -0.0006, 0.0019, 0.0012, 0.0048, 0.0048, 0.0048, -0.0032, -0.001, -0.0054, -0.0142, -0.019, -0.0303, -0.0245, -0.0259, -0.0164, -0.0113, -0.0138, -0.0105, -0.0076, -0.0105, -0.0186, -0.0182, -0.0171, -0.0175, -0.0175, -0.0175, -0.0142, -0.008, -0.0065, -0.0076, -0.0076, -0.0069, -0.008, -0.0072, -0.008, 0.0012, 0.0059, 0.0041, 0.0067, 0.0063, 0.0059, 0.0056, 0.0092, 0.014, 0.0217, 0.0158, 0.014, 0.0202, 0.0103, 0.014, 0.0096, 0.0129, 0.0147, 0.0188, 0.0199, 0.025, 0.0177, 0.0158, 0.0206, 0.0206, 0.0195, 0.0166, 0.0085, 0.0067, 0.0052, 0.003, 0.0008, -0.0003, 0.0026, 0.0023, 0.0008, 0.0063, 0.0067, 0.0085, 0.0067, 0.0056, 0.0085, 0.0114, 0.0023, 0.0041, 0.0067, 0.0074, 0.0019, 0.0041, 0.0015, 0.0019, 0.0056, 0.0078, 0.0118, 0.0173, 0.0147, 0.018, 0.0158, 0.0158, 0.0173]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 2, "ts": "2025-11-27T12:05:00+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If USD/JPY rockets to 160–180", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -5.762124462083129e-05, "ret_signed_m1d": -5.762124462083129e-05, "alpha_spy_m1d": -5.762124462083129e-05, "alpha_c_m1d": null, "bench_spy_m1d": 0.0, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.0002880085599776816, "ret_signed_p1d": 0.0002880085599776816, "alpha_spy_p1d": -0.005170397778637259, "alpha_c_p1d": null, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": null, "ret_p1w": -0.007245334363874645, "ret_signed_p1w": -0.007245334363874645, "alpha_spy_p1w": -0.014174999763746698, "alpha_c_p1w": null, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": null, "ret_p1m": -0.000953680430038073, "ret_signed_p1m": -0.000953680430038073, "alpha_spy_p1m": -0.01959444513434261, "alpha_c_p1m": null, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": null, "ret_p3m": -0.010266347855156566, "ret_signed_p3m": -0.010266347855156566, "alpha_spy_p3m": -0.024539213443526053, "alpha_c_p3m": null, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": null, "ret_p6m": 0.017786896909440575, "ret_signed_p6m": 0.017786896909440575, "alpha_spy_p6m": -0.08550531504470404, "alpha_c_p6m": null, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": null, "price_path": [-0.0585, -0.0586, -0.0492, -0.0529, -0.0503, -0.0505, -0.0568, -0.0566, -0.057, -0.0577, -0.0549, -0.0565, -0.0629, -0.0598, -0.0531, -0.0521, -0.0545, -0.0552, -0.0479, -0.0408, -0.0437, -0.0489, -0.0528, -0.0586, -0.0582, -0.0425, -0.0378, -0.0268, -0.0228, -0.021, -0.0268, -0.0244, -0.0289, -0.0337, -0.0392, -0.0342, -0.035, -0.0278, -0.0274, -0.0233, -0.0203, -0.0227, -0.0289, -0.0225, -0.015, -0.0131, -0.013, -0.0172, -0.0139, -0.0211, -0.0155, -0.0134, -0.0139, -0.0098, -0.0103, -0.0106, -0.0062, -0.0044, 0.0048, 0.0072, 0.0029, 0.0045, -0.0001, 0.0, 0.0003, -0.002, -0.0044, -0.0028, -0.0072, -0.007, -0.0058, -0.0025, 0.0038, -0.0029, -0.0043, -0.0022, -0.0078, -0.0094, -0.0048, -0.0042, 0.0092, 0.0041, -0.0004, -0.0004, -0.001, 0.0014, -0.0014, 0.0011, 0.0011, 0.0031, 0.0048, 0.0025, 0.0028, 0.0031, 0.0041, 0.0122, 0.0112, 0.0188, 0.0138, 0.0151, 0.0083, 0.0124, 0.0123, 0.0142, 0.0145, -0.0069, -0.0122, -0.0242, -0.0201, -0.0197, -0.0066, -0.0051, -0.0028, 0.0043, 0.0035, 0.0064, -0.0007, -0.0112, -0.019, -0.0219, -0.0221, -0.0168, -0.0198, -0.0099, -0.0069, -0.0122, -0.0103, -0.0023, -0.0002, -0.0024, 0.0025, 0.0065, 0.0098, 0.0048, 0.0083, 0.014, 0.0103, 0.012, 0.0182, 0.019, 0.0213, 0.0183, 0.017, 0.0228, 0.0108, 0.0192, 0.0143, 0.0159, 0.0201, 0.0222, 0.0256, 0.0231, 0.015, 0.0157, 0.0208, 0.0227, 0.022, 0.0159, 0.0154, 0.0184, 0.022, 0.019, 0.0163, 0.0164, 0.0189, 0.0187, 0.0167, 0.0201, 0.0208, 0.0225, 0.0214, 0.02, 0.0212, 0.0252, 0.0047, 0.0039, 0.0061, 0.0092, 0.0017, 0.0038, 0.004, 0.0063, 0.0092, 0.0103, 0.0137, 0.0167, 0.0168, 0.0179, 0.017, 0.0178]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 3, "ts": "2025-11-27T12:05:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin and tech sell off hard.", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00840230773549433, "ret_signed_m1d": 0.00840230773549433, "alpha_spy_m1d": 0.00840230773549433, "alpha_c_m1d": null, "bench_spy_m1d": 0.0, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.004010602738938163, "ret_signed_p1d": 0.004010602738938163, "alpha_spy_p1d": 0.009469009077553103, "alpha_c_p1d": null, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": null, "ret_p1w": 0.009379925316623794, "ret_signed_p1w": -0.009379925316623794, "alpha_spy_p1w": -0.0024502599167517403, "alpha_c_p1w": null, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": null, "ret_p1m": -0.0436427556166582, "ret_signed_p1m": 0.0436427556166582, "alpha_spy_p1m": 0.06228352032096274, "alpha_c_p1m": null, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": null, "ret_p3m": -0.29802508924622373, "ret_signed_p3m": 0.29802508924622373, "alpha_spy_p3m": 0.3122979548345932, "alpha_c_p3m": null, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": null, "ret_p6m": -0.17305217634807324, "ret_signed_p6m": 0.17305217634807324, "alpha_spy_p6m": 0.27634438830221786, "alpha_c_p6m": null, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": null, "price_path": [0.1968, 0.2182, 0.2239, 0.2129, 0.2121, 0.2277, 0.2218, 0.2483, 0.2653, 0.2719, 0.2647, 0.28, 0.2759, 0.2832, 0.2673, 0.2351, 0.2271, 0.2415, 0.1946, 0.2019, 0.2532, 0.2494, 0.2998, 0.322, 0.3394, 0.3666, 0.3305, 0.3513, 0.3332, 0.2402, 0.2628, 0.2392, 0.2136, 0.1851, 0.1663, 0.2115, 0.1883, 0.1797, 0.2058, 0.2163, 0.2501, 0.2374, 0.2056, 0.1865, 0.2002, 0.1672, 0.1129, 0.1381, 0.1097, 0.1324, 0.1612, 0.1283, 0.1137, 0.0922, 0.0341, 0.0089, 0.0182, 0.002, -0.051, -0.0679, -0.033, -0.0432, -0.0084, 0.0, -0.004, -0.0544, 0.0007, 0.0246, 0.0094, -0.0208, -0.0071, 0.0154, 0.0081, 0.0134, -0.0111, -0.0533, -0.0377, -0.0563, -0.0638, -0.0349, -0.0306, -0.0424, -0.0402, -0.0444, -0.0436, -0.0454, -0.0313, -0.0414, -0.028, -0.0147, 0.0285, 0.0268, 0.0002, -0.0028, -0.0085, -0.001, 0.0442, 0.0618, 0.0467, 0.0464, 0.0139, -0.0326, -0.0209, -0.02, -0.0195, -0.0331, -0.0239, -0.023, -0.0737, -0.0784, -0.138, -0.1715, -0.2001, -0.3131, -0.2271, -0.2319, -0.2464, -0.2661, -0.2746, -0.2457, -0.2458, -0.2606, -0.2723, -0.2665, -0.255, -0.2921, -0.298, -0.2555, -0.2611, -0.2783, -0.2466, -0.2519, -0.2035, -0.224, -0.2536, -0.2507, -0.234, -0.2309, -0.2278, -0.2226, -0.1799, -0.1902, -0.2195, -0.2341, -0.2274, -0.2232, -0.2275, -0.2188, -0.2464, -0.2733, -0.2694, -0.2525, -0.2542, -0.2673, -0.2668, -0.2457, -0.2119, -0.2209, -0.2138, -0.2005, -0.184, -0.1874, -0.1805, -0.1767, -0.1551, -0.1688, -0.1636, -0.1433, -0.1426, -0.1515, -0.1525, -0.1636, -0.1699, -0.1641, -0.1436, -0.1255, -0.1135, -0.108, -0.1235, -0.1216, -0.1047, -0.1184, -0.1315, -0.1121, -0.1339, -0.157, -0.1592, -0.1515, -0.1506, -0.1731]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 4, "ts": "2025-11-27T12:05:00+00:00", "symbol": "GLD", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "gold breaks out", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "GLD is the SPDR Gold ETF, direct pass-through", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012424331348639184, "ret_signed_p1d": 0.012424331348639184, "alpha_spy_p1d": 0.006965925010024243, "alpha_c_p1d": 0.006965925010024243, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": 0.005458406338614941, "ret_p1w": 0.010466720131374174, "ret_signed_p1w": 0.010466720131374174, "alpha_spy_p1w": 0.0035370547315021206, "alpha_c_p1w": 0.0035370547315021206, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": 0.006929665399872054, "ret_p1m": 0.08775317275441052, "ret_signed_p1m": 0.08775317275441052, "alpha_spy_p1m": 0.06911240805010599, "alpha_c_p1m": 0.06911240805010599, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": 0.018640764704304535, "ret_p3m": 0.23880244153372976, "ret_signed_p3m": 0.23880244153372976, "alpha_spy_p3m": 0.22452957594536027, "alpha_c_p3m": 0.22452957594536027, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": 0.014272865588369488, "ret_p6m": 0.08013158435555123, "ret_signed_p6m": 0.08013158435555123, "alpha_spy_p6m": -0.023160627598593386, "alpha_c_p6m": -0.023160627598593386, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": 0.10329221195414462, "price_path": [-0.1698, -0.1502, -0.1435, -0.1473, -0.1359, -0.1261, -0.1281, -0.1249, -0.1262, -0.1245, -0.1154, -0.1136, -0.1205, -0.124, -0.1147, -0.0994, -0.0957, -0.1039, -0.1002, -0.095, -0.08, -0.0722, -0.0707, -0.0739, -0.0665, -0.0489, -0.044, -0.0282, -0.0462, -0.0365, -0.0131, -0.0061, 0.0111, 0.0348, 0.0153, 0.0523, -0.0153, -0.0152, -0.0113, -0.0146, -0.042, -0.0489, -0.0525, -0.0339, -0.0392, -0.0374, -0.0543, -0.0434, -0.0445, -0.0387, -0.0124, -0.0085, 0.0075, -0.0007, -0.0187, -0.0299, -0.0229, -0.0213, -0.0216, -0.0231, -0.0076, -0.0079, 0.0, 0.0, 0.0124, 0.0173, 0.0108, 0.0098, 0.0105, 0.0087, 0.006, 0.0112, 0.0155, 0.0264, 0.0322, 0.0331, 0.0333, 0.0422, 0.0403, 0.0415, 0.0655, 0.0797, 0.0752, 0.0752, 0.0878, 0.0404, 0.0412, 0.0344, 0.0344, 0.0396, 0.0669, 0.0785, 0.0682, 0.074, 0.0818, 0.1021, 0.1005, 0.1118, 0.105, 0.0996, 0.0996, 0.1412, 0.1579, 0.1792, 0.1954, 0.2129, 0.2427, 0.2909, 0.2944, 0.1614, 0.1149, 0.1858, 0.1849, 0.1534, 0.1888, 0.219, 0.2069, 0.2206, 0.1782, 0.2075, 0.2075, 0.1699, 0.1962, 0.1995, 0.2232, 0.2562, 0.2388, 0.2357, 0.2463, 0.2627, 0.279, 0.2219, 0.2315, 0.2167, 0.2359, 0.2334, 0.2473, 0.2431, 0.2186, 0.2029, 0.2018, 0.1988, 0.1608, 0.113, 0.079, 0.0546, 0.0548, 0.0866, 0.0457, 0.0824, 0.0821, 0.1231, 0.1428, 0.1208, 0.1208, 0.1162, 0.1271, 0.1342, 0.143, 0.141, 0.1364, 0.1618, 0.1497, 0.1487, 0.1639, 0.1539, 0.1212, 0.1361, 0.1251, 0.1308, 0.1221, 0.1012, 0.0895, 0.1058, 0.1046, 0.0825, 0.0917, 0.1249, 0.1267, 0.1322, 0.1345, 0.13, 0.1237, 0.1151, 0.0892, 0.0922, 0.0741, 0.0895, 0.0884, 0.0801]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 5, "ts": "2025-11-27T12:05:00+00:00", "symbol": "silver", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "silver leads", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["SLV"], "resolution_method": "etf", "resolution_reason": "Silver commodity mapped to SLV ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05805779896703678, "ret_signed_p1d": 0.05805779896703678, "alpha_spy_p1d": 0.05259939262842184, "alpha_c_p1d": 0.05259939262842184, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": 0.005458406338614941, "ret_p1w": 0.06942141920920708, "ret_signed_p1w": 0.06942141920920708, "alpha_spy_p1w": 0.06249175380933503, "alpha_c_p1w": 0.06249175380933503, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": 0.006929665399872054, "ret_p1m": 0.4694214980252638, "ret_signed_p1m": 0.4694214980252638, "alpha_spy_p1m": 0.45078073332095925, "alpha_c_p1m": 0.45078073332095925, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": 0.018640764704304535, "ret_p3m": 0.6338842838418415, "ret_signed_p3m": 0.6338842838418415, "alpha_spy_p3m": 0.619611418253472, "alpha_c_p3m": 0.619611418253472, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": 0.014272865588369488, "ret_p6m": 0.41239666229762983, "ret_signed_p6m": 0.41239666229762983, "alpha_spy_p6m": 0.3091044503434852, "alpha_c_p6m": 0.3091044503434852, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": 0.10329221195414462, "price_path": [-0.2523, -0.2324, -0.2285, -0.237, -0.2312, -0.225, -0.2318, -0.2271, -0.2192, -0.2079, -0.1992, -0.2025, -0.2192, -0.2151, -0.1934, -0.1727, -0.1744, -0.1773, -0.1523, -0.1351, -0.1219, -0.1246, -0.1134, -0.1213, -0.1008, -0.0897, -0.1035, -0.0793, -0.0762, -0.0614, -0.0236, -0.0331, -0.0014, 0.0159, -0.0291, -0.014, -0.0952, -0.0934, -0.0872, -0.0911, -0.124, -0.1178, -0.1068, -0.0839, -0.0907, -0.0959, -0.1169, -0.0981, -0.1002, -0.0926, -0.0539, -0.0403, -0.0017, -0.0202, -0.0504, -0.0605, -0.0475, -0.0403, -0.0541, -0.064, -0.0366, -0.0357, 0.0, 0.0, 0.0581, 0.0851, 0.0977, 0.0965, 0.0694, 0.094, 0.089, 0.1399, 0.1585, 0.1905, 0.1591, 0.2006, 0.1928, 0.245, 0.2256, 0.2589, 0.2907, 0.3397, 0.3475, 0.3475, 0.4694, 0.3638, 0.4252, 0.331, 0.331, 0.3585, 0.4273, 0.5229, 0.4661, 0.4403, 0.4955, 0.5957, 0.624, 0.7471, 0.7215, 0.674, 0.674, 0.7643, 0.7347, 0.8002, 0.9196, 1.0318, 1.099, 1.1818, 1.1812, 0.5587, 0.4967, 0.5901, 0.636, 0.3779, 0.4502, 0.5711, 0.5167, 0.5818, 0.3994, 0.4405, 0.4405, 0.3713, 0.4481, 0.4671, 0.5831, 0.6647, 0.6339, 0.6537, 0.6622, 0.756, 0.6853, 0.543, 0.5566, 0.5345, 0.569, 0.6169, 0.6548, 0.6097, 0.5802, 0.5019, 0.5128, 0.4806, 0.4194, 0.357, 0.2711, 0.2907, 0.3006, 0.3473, 0.2556, 0.3107, 0.3124, 0.4079, 0.4079, 0.3593, 0.3593, 0.3655, 0.3624, 0.394, 0.413, 0.4273, 0.4107, 0.4884, 0.4843, 0.4719, 0.5213, 0.4907, 0.4151, 0.4539, 0.4128, 0.4213, 0.4118, 0.3678, 0.3397, 0.3773, 0.411, 0.3624, 0.3618, 0.449, 0.4793, 0.5085, 0.6116, 0.6229, 0.6395, 0.5601, 0.4264, 0.445, 0.3822, 0.42, 0.4349, 0.4124]}
{"unit_id": "orig:1994014592616354146", "ticker_idx": 6, "ts": "2025-11-27T12:05:00+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Equities fall 20–30%.", "tweet_type": "prediction", "timeline": "quarters", "summary": "2026 Treasury funding shock triggers Phase 1 selloff in bonds/equities/BTC and dollar spike, followed by Phase 2 hard-asset bull run in gold, silver, BTC recovery and commodities surge.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index proxied by SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 HEAR ME OUT NOW!!!!\n\nA Major Financial Shock Is Lining Up for 2026 and the Warning Signs Are Already Here.\n\nSomething big is coming for 2026. And no, it’s not another banking meltdown or a typical recession cycle. This time, the pressure is sitting right at the core of the global system: sovereign bonds.\n\nThe first red flag? The MOVE index. Bond volatility is waking up.\n\nRight now, three silent fault lines around the world are straining at the same time:\n\n1️⃣ U.S. Treasury funding\n2️⃣ Japan’s yen and carry-trade system\n3️⃣ China’s overleveraged credit machine\n\nAny one of these snapping would be enough to shake the world. All three converging in 2026? Everything falls apart.\n\nLet’s start with the one building the fastest: a U.S. Treasury funding shock.\n\nIn 2026, the U.S. has to issue record levels of debt. At the same time, deficits are ballooning, interest costs are climbing, foreign demand is fading, dealers are stretched thin, and auctions are showing stress.\n\nIn other words: the perfect recipe for a failed or severely strained long-end Treasury auction.\n\nAnd this isn’t speculation. It’s already visible in the data: weaker auctions, bigger tails, fading indirect bids, rising volatility at the long end.\n\nIf this feels familiar, it should. This is exactly how the UK’s gilt crisis kicked off in 2022. Only now, the scale is global.\n\nWhy does this matter so much? Because everything takes its cue from Treasuries: mortgages, corporate credit, global FX, emerging-market borrowing, repo markets, derivatives, collateral.\n\nIf the long end shakes, the entire system shakes.\n\nNow layer Japan on top of this.\n\nJapan is the world’s biggest foreign buyer of Treasuries, and the backbone of global carry trades. If USD/JPY rockets to 160–180, the BOJ has to step in, carry trades start to unwind, Japanese pensions sell foreign bonds… and Treasury volatility shoots even higher.\n\nJapan doesn’t just get hit, it amplifies the shock.\n\nAnd then there’s China.\n\nBehind the curtain sits a $9–11 trillion local-government debt bubble. One major LGFV or SOE failure → yuan devalues → emerging markets panic → commodities jump → the dollar spikes → U.S. yields jump again.\nChina becomes the second amplifier in the chain.\n\nSo what actually sets off the 2026 event?\n➡️ A weak U.S. 10-year or 30-year auction.\nOne bad auction could be the moment yields spike, dealers step back, the dollar surges, global funding tightens, and risk assets are forced to reprice all at once.\n\nHere’s what happens next.\n\nPhase 1:\nLong-end yields explode higher.\nThe dollar rips upward.\nLiquidity disappears.\nJapan intervenes.\nThe offshore yuan drops.\nCredit spreads widen.\nBitcoin and tech sell off hard.\nSilver trails gold.\nEquities fall 20–30%.\nThis is a funding shock, not a solvency crisis and it moves fast.\n\nThen comes the inevitable central-bank response: liquidity injections, swap lines, Treasury buybacks, maybe even temporary curve control.\n\nIt stabilizes the system… but it floods it with liquidity.\n\nAnd that liquidity sets off Phase 2.\n\nPhase 2 is where the opportunity shows up: real yields collapse, gold breaks out, silver leads, Bitcoin recovers, commodities surge, and the dollar finally peaks.\n\nThat’s the start of the 2026–2028 inflation wave.\n\nWhy does everything point to 2026?\n\nBecause multiple global stress cycles are all hitting their peak at once.\n\nAnd the early-warning signal is already blinking: the MOVE index is climbing.\n\nWhen MOVE + USD/JPY + the yuan + 10-year yields all start pushing in the same direction…\n\n…you’re looking at a 1–3 month countdown clock.\n\nFinal thought: The world can absorb a recession.\n\nWhat it can’t absorb is a disorderly Treasury market.\n\n2026 is when that pressure finally breaks.\n\nFirst with a funding shock, then with the biggest hard-asset bull run of the decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": -0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005458406338614941, "ret_signed_p1d": -0.005458406338614941, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": 0.005458406338614941, "ret_p1w": 0.006929665399872054, "ret_signed_p1w": -0.006929665399872054, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": 0.006929665399872054, "ret_p1m": 0.018640764704304535, "ret_signed_p1m": -0.018640764704304535, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": 0.018640764704304535, "ret_p3m": 0.014272865588369488, "ret_signed_p3m": -0.014272865588369488, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": 0.014272865588369488, "ret_p6m": 0.10329221195414462, "ret_signed_p6m": -0.10329221195414462, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": 0.10329221195414462, "price_path": [-0.0536, -0.0606, -0.0555, -0.0476, -0.0504, -0.048, -0.0458, -0.0431, -0.0351, -0.0354, -0.0303, -0.0316, -0.0328, -0.0283, -0.0235, -0.0189, -0.0242, -0.0273, -0.0318, -0.0263, -0.0235, -0.0199, -0.0165, -0.0154, -0.0154, -0.0119, -0.0155, -0.0097, -0.0125, -0.0392, -0.0245, -0.0257, -0.0213, -0.028, -0.0225, -0.0123, -0.0123, -0.0175, -0.0117, -0.0036, 0.0082, 0.0109, 0.0113, 0.0002, 0.0035, 0.0054, -0.0065, -0.0031, -0.0138, -0.0128, 0.0026, 0.0049, 0.0054, -0.0112, -0.0114, -0.0206, -0.0288, -0.0251, -0.0399, -0.0304, -0.0161, -0.0069, 0.0, 0.0, 0.0055, 0.0009, 0.0027, 0.0062, 0.0069, 0.0088, 0.0058, 0.0049, 0.0116, 0.014, 0.0031, 0.0015, -0.0012, -0.0122, -0.0047, 0.0043, 0.0106, 0.0152, 0.0187, 0.0187, 0.0186, 0.015, 0.0138, 0.0063, 0.0063, 0.0081, 0.0148, 0.0209, 0.0176, 0.0175, 0.0242, 0.0258, 0.0237, 0.0187, 0.0215, 0.0206, 0.0206, -0.0001, 0.0114, 0.0167, 0.017, 0.0222, 0.0263, 0.0262, 0.0241, 0.0211, 0.0262, 0.0175, 0.0126, -0.0001, 0.0191, 0.024, 0.0213, 0.0211, 0.0053, 0.006, 0.006, 0.0076, 0.0127, 0.01, 0.0173, 0.007, 0.0143, 0.0228, 0.0172, 0.0123, 0.0128, 0.0039, 0.011, 0.0054, -0.0078, 0.0009, -0.0007, -0.002, -0.0171, -0.0227, -0.0128, -0.0102, -0.024, -0.0264, -0.0403, -0.0303, -0.0335, -0.0281, -0.0455, -0.0618, -0.0649, -0.0377, -0.0305, -0.0296, -0.0296, -0.025, -0.0246, 0.0003, 0.006, 0.0054, 0.0152, 0.0276, 0.0357, 0.0382, 0.0508, 0.0487, 0.0418, 0.0523, 0.0483, 0.0564, 0.0582, 0.0531, 0.0529, 0.0634, 0.0663, 0.0624, 0.0709, 0.0858, 0.0825, 0.0914, 0.0939, 0.0923, 0.0984, 0.107, 0.0937, 0.0929, 0.0857, 0.0968, 0.099, 0.1033]}
{"unit_id": "thread:2060738156253663358", "ticker_idx": 0, "ts": "2026-05-30T15:00:37+00:00", "symbol": "ATKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Direct play on the AI infrastructure capex boom. Still flying under the radar.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five under-the-radar small/mid caps to own: ATKR, KN, POET, SMR, ADMA — AI infrastructure, power, and biologics compounders.", "resolved_tickers": ["ATKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 high-quality companies in the $1B to $5B market cap range that almost nobody is talking about yet.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nATKR Atkore. ~$2.8B market cap.\n\nSupplies electrical conduits, armored cables, and steel framing products.\n\nThe physical wiring backbone of every new AI data center and grid upgrade.\n\nDirect play on the AI infrastructure capex boom. Still flying under the radar.\n\n---\n\nKN Knowles. ~$3.2B market cap.\n\nSupplies acoustic components, capacitors, and specialty filters.\n\nCritical for AI servers, edge computing hardware, sensors, and industrial systems.\n\nQuiet supply-chain stronghold. Real manufacturing scale. Compounding quietly.\n\n---\n\nPOET Technologies. ~$2.1B market cap.\n\nOptical interconnects that replace copper with light.\n\nSolves the power and heat bottleneck killing AI server scaling.\n\nFoundry partnerships advancing. If their tech gets into next-gen AI accelerators, it becomes a standards play.\n\n---\n\nSMR NuScale Power. ~$4.6B market cap.\n\nOnly SMR design fully approved by US regulators.\n\nAI data centers need gigawatts of clean power that renewables and grids cannot deliver fast enough.\n\nFirst-mover regulatory moat in the biggest energy bottleneck of the decade.\n\n---\n\nADMA Biologics. ~$1.8B market cap.\n\nCommercial-stage biologics leader in US plasma collection and manufacturing for immune globulin therapies.\n\nFDA-approved products already in market. Revenue ramping with capacity expansions.\n\nA real compounder hiding in plain sight.\n\n---\n\nSmall enough market caps that institutional rotation or earnings catalysts can move them hard.\n\nPower and infrastructure are becoming the must-own layer of the AI buildout.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2416, -0.244, -0.2617, -0.2595, -0.2645, -0.2809, -0.3177, -0.3252, -0.3248, -0.3251, -0.3352, -0.3173, -0.3253, -0.3013, -0.2747, -0.268, -0.2724, -0.2891, -0.3009, -0.2918, -0.2758, -0.2605, -0.2605, -0.2454, -0.2333, -0.2076, -0.1843, -0.1845, -0.1741, -0.1718, -0.1863, -0.1946, -0.169, -0.1699, -0.165, -0.1426, -0.1335, -0.0933, -0.0718, -0.0632, -0.0941, -0.0605, -0.1039, -0.1143, -0.0816, -0.0835, -0.1107, -0.1069, -0.1028, -0.1097, -0.0929, -0.0816, -0.1071, -0.1042, -0.1337, -0.0897, -0.0801, 0.0234, 0.0234, 0.0314, -0.0069, -0.0091, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060738156253663358", "ticker_idx": 1, "ts": "2026-05-30T15:00:37+00:00", "symbol": "KN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Quiet supply-chain stronghold. Real manufacturing scale. Compounding quietly.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five under-the-radar small/mid caps to own: ATKR, KN, POET, SMR, ADMA — AI infrastructure, power, and biologics compounders.", "resolved_tickers": ["KN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 high-quality companies in the $1B to $5B market cap range that almost nobody is talking about yet.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nATKR Atkore. ~$2.8B market cap.\n\nSupplies electrical conduits, armored cables, and steel framing products.\n\nThe physical wiring backbone of every new AI data center and grid upgrade.\n\nDirect play on the AI infrastructure capex boom. Still flying under the radar.\n\n---\n\nKN Knowles. ~$3.2B market cap.\n\nSupplies acoustic components, capacitors, and specialty filters.\n\nCritical for AI servers, edge computing hardware, sensors, and industrial systems.\n\nQuiet supply-chain stronghold. Real manufacturing scale. Compounding quietly.\n\n---\n\nPOET Technologies. ~$2.1B market cap.\n\nOptical interconnects that replace copper with light.\n\nSolves the power and heat bottleneck killing AI server scaling.\n\nFoundry partnerships advancing. If their tech gets into next-gen AI accelerators, it becomes a standards play.\n\n---\n\nSMR NuScale Power. ~$4.6B market cap.\n\nOnly SMR design fully approved by US regulators.\n\nAI data centers need gigawatts of clean power that renewables and grids cannot deliver fast enough.\n\nFirst-mover regulatory moat in the biggest energy bottleneck of the decade.\n\n---\n\nADMA Biologics. ~$1.8B market cap.\n\nCommercial-stage biologics leader in US plasma collection and manufacturing for immune globulin therapies.\n\nFDA-approved products already in market. Revenue ramping with capacity expansions.\n\nA real compounder hiding in plain sight.\n\n---\n\nSmall enough market caps that institutional rotation or earnings catalysts can move them hard.\n\nPower and infrastructure are becoming the must-own layer of the AI buildout.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2884, -0.3133, -0.3363, -0.3283, -0.3224, -0.321, -0.3315, -0.3384, -0.3408, -0.3357, -0.3435, -0.3376, -0.3531, -0.324, -0.297, -0.2876, -0.3085, -0.32, -0.343, -0.3136, -0.2991, -0.3085, -0.3085, -0.3026, -0.2911, -0.2702, -0.2531, -0.2334, -0.2283, -0.2261, -0.2312, -0.2248, -0.2064, -0.1866, -0.1601, -0.1839, -0.1641, -0.1818, -0.1665, -0.1893, -0.1885, -0.1663, -0.154, -0.1465, -0.1104, -0.0922, -0.0962, -0.0569, -0.0307, -0.0577, -0.0211, -0.0398, -0.0612, -0.0765, -0.0893, -0.058, -0.0583, -0.02, -0.02, 0.0222, 0.0056, 0.015, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060738156253663358", "ticker_idx": 2, "ts": "2026-05-30T15:00:37+00:00", "symbol": "POET Technologies", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If their tech gets into next-gen AI accelerators, it becomes a standards play.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five under-the-radar small/mid caps to own: ATKR, KN, POET, SMR, ADMA — AI infrastructure, power, and biologics compounders.", "resolved_tickers": ["POET"], "resolution_method": "exchange_ticker", "resolution_reason": "POET Technologies trades on Nasdaq as POET", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 high-quality companies in the $1B to $5B market cap range that almost nobody is talking about yet.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nATKR Atkore. ~$2.8B market cap.\n\nSupplies electrical conduits, armored cables, and steel framing products.\n\nThe physical wiring backbone of every new AI data center and grid upgrade.\n\nDirect play on the AI infrastructure capex boom. Still flying under the radar.\n\n---\n\nKN Knowles. ~$3.2B market cap.\n\nSupplies acoustic components, capacitors, and specialty filters.\n\nCritical for AI servers, edge computing hardware, sensors, and industrial systems.\n\nQuiet supply-chain stronghold. Real manufacturing scale. Compounding quietly.\n\n---\n\nPOET Technologies. ~$2.1B market cap.\n\nOptical interconnects that replace copper with light.\n\nSolves the power and heat bottleneck killing AI server scaling.\n\nFoundry partnerships advancing. If their tech gets into next-gen AI accelerators, it becomes a standards play.\n\n---\n\nSMR NuScale Power. ~$4.6B market cap.\n\nOnly SMR design fully approved by US regulators.\n\nAI data centers need gigawatts of clean power that renewables and grids cannot deliver fast enough.\n\nFirst-mover regulatory moat in the biggest energy bottleneck of the decade.\n\n---\n\nADMA Biologics. ~$1.8B market cap.\n\nCommercial-stage biologics leader in US plasma collection and manufacturing for immune globulin therapies.\n\nFDA-approved products already in market. Revenue ramping with capacity expansions.\n\nA real compounder hiding in plain sight.\n\n---\n\nSmall enough market caps that institutional rotation or earnings catalysts can move them hard.\n\nPower and infrastructure are becoming the must-own layer of the AI buildout.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4434, -0.4597, -0.489, -0.4557, -0.4304, -0.3946, -0.3946, -0.4443, -0.4378, -0.4654, -0.4972, -0.4931, -0.5175, -0.5069, -0.533, -0.5037, -0.5533, -0.5777, -0.5867, -0.5167, -0.5443, -0.5028, -0.5028, -0.5053, -0.5151, -0.4939, -0.5053, -0.4272, -0.406, -0.454, -0.4329, -0.4028, -0.4093, -0.3011, -0.166, 0.0391, -0.0464, 0.2286, -0.3531, -0.3466, -0.463, -0.4207, -0.4052, -0.4215, -0.2506, -0.2091, -0.2205, -0.109, 0.131, 0.1172, 0.1692, 0.6737, 0.2994, 0.1562, 0.0635, 0.2026, 0.2059, 0.1871, 0.1871, 0.0862, 0.0806, 0.0789, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060738156253663358", "ticker_idx": 3, "ts": "2026-05-30T15:00:37+00:00", "symbol": "SMR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "First-mover regulatory moat in the biggest energy bottleneck of the decade.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five under-the-radar small/mid caps to own: ATKR, KN, POET, SMR, ADMA — AI infrastructure, power, and biologics compounders.", "resolved_tickers": ["SMR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 high-quality companies in the $1B to $5B market cap range that almost nobody is talking about yet.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nATKR Atkore. ~$2.8B market cap.\n\nSupplies electrical conduits, armored cables, and steel framing products.\n\nThe physical wiring backbone of every new AI data center and grid upgrade.\n\nDirect play on the AI infrastructure capex boom. Still flying under the radar.\n\n---\n\nKN Knowles. ~$3.2B market cap.\n\nSupplies acoustic components, capacitors, and specialty filters.\n\nCritical for AI servers, edge computing hardware, sensors, and industrial systems.\n\nQuiet supply-chain stronghold. Real manufacturing scale. Compounding quietly.\n\n---\n\nPOET Technologies. ~$2.1B market cap.\n\nOptical interconnects that replace copper with light.\n\nSolves the power and heat bottleneck killing AI server scaling.\n\nFoundry partnerships advancing. If their tech gets into next-gen AI accelerators, it becomes a standards play.\n\n---\n\nSMR NuScale Power. ~$4.6B market cap.\n\nOnly SMR design fully approved by US regulators.\n\nAI data centers need gigawatts of clean power that renewables and grids cannot deliver fast enough.\n\nFirst-mover regulatory moat in the biggest energy bottleneck of the decade.\n\n---\n\nADMA Biologics. ~$1.8B market cap.\n\nCommercial-stage biologics leader in US plasma collection and manufacturing for immune globulin therapies.\n\nFDA-approved products already in market. Revenue ramping with capacity expansions.\n\nA real compounder hiding in plain sight.\n\n---\n\nSmall enough market caps that institutional rotation or earnings catalysts can move them hard.\n\nPower and infrastructure are becoming the must-own layer of the AI buildout.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0103, -0.0387, -0.0789, -0.0403, -0.0505, -0.0229, -0.0718, -0.0687, -0.0552, -0.0182, -0.0505, -0.0537, -0.0971, -0.0766, -0.0979, -0.0773, -0.1326, -0.1871, -0.191, -0.1444, -0.1902, -0.1989, -0.1989, -0.1973, -0.277, -0.2218, -0.266, -0.2731, -0.2439, -0.191, -0.0758, -0.0994, -0.0016, 0.0095, -0.0789, 0.071, 0.0039, -0.056, -0.0016, -0.0671, -0.1066, -0.0166, -0.0418, -0.0387, -0.0631, 0.0671, -0.0071, -0.0095, 0.0489, -0.0529, -0.056, -0.0481, -0.1137, -0.1728, -0.206, -0.18, -0.1058, -0.1002, -0.1002, -0.0355, -0.0474, -0.0379, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060738156253663358", "ticker_idx": 4, "ts": "2026-05-30T15:00:37+00:00", "symbol": "ADMA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A real compounder hiding in plain sight.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five under-the-radar small/mid caps to own: ATKR, KN, POET, SMR, ADMA — AI infrastructure, power, and biologics compounders.", "resolved_tickers": ["ADMA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 high-quality companies in the $1B to $5B market cap range that almost nobody is talking about yet.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nATKR Atkore. ~$2.8B market cap.\n\nSupplies electrical conduits, armored cables, and steel framing products.\n\nThe physical wiring backbone of every new AI data center and grid upgrade.\n\nDirect play on the AI infrastructure capex boom. Still flying under the radar.\n\n---\n\nKN Knowles. ~$3.2B market cap.\n\nSupplies acoustic components, capacitors, and specialty filters.\n\nCritical for AI servers, edge computing hardware, sensors, and industrial systems.\n\nQuiet supply-chain stronghold. Real manufacturing scale. Compounding quietly.\n\n---\n\nPOET Technologies. ~$2.1B market cap.\n\nOptical interconnects that replace copper with light.\n\nSolves the power and heat bottleneck killing AI server scaling.\n\nFoundry partnerships advancing. If their tech gets into next-gen AI accelerators, it becomes a standards play.\n\n---\n\nSMR NuScale Power. ~$4.6B market cap.\n\nOnly SMR design fully approved by US regulators.\n\nAI data centers need gigawatts of clean power that renewables and grids cannot deliver fast enough.\n\nFirst-mover regulatory moat in the biggest energy bottleneck of the decade.\n\n---\n\nADMA Biologics. ~$1.8B market cap.\n\nCommercial-stage biologics leader in US plasma collection and manufacturing for immune globulin therapies.\n\nFDA-approved products already in market. Revenue ramping with capacity expansions.\n\nA real compounder hiding in plain sight.\n\n---\n\nSmall enough market caps that institutional rotation or earnings catalysts can move them hard.\n\nPower and infrastructure are becoming the must-own layer of the AI buildout.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [1.0727, 0.9674, 0.9286, 0.9812, 0.9837, 0.9637, 0.8784, 0.8985, 0.985, 1.0238, 0.8634, 0.8822, 0.7945, 0.703, 0.4198, 0.2068, 0.0388, 0.1591, 0.1466, 0.1291, 0.1416, 0.1516, 0.1516, 0.1629, 0.1604, 0.2318, 0.2456, 0.2155, 0.3008, 0.3145, 0.3346, 0.3459, 0.3797, 0.3634, 0.3509, 0.3722, 0.3885, 0.411, 0.3697, 0.3659, 0.3283, 0.2845, 0.3183, 0.292, 0.2845, 0.2632, 0.0614, 0.0238, -0.0125, 0.0539, 0.0652, 0.0652, 0.0363, 0.0501, 0.0815, 0.0727, 0.0602, 0.0326, 0.0326, 0.0213, -0.0075, -0.0063, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1999773860095557957", "ticker_idx": 0, "ts": "2025-12-13T09:30:16+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't be surprised if we see a $50,000 bitcoin next year", "tweet_type": "prediction", "timeline": "months", "summary": "Expects BTC to reach $50K next year if the 4-year cycle plays out as expected.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cryptorover If so, don’t be surprised if we see a $50,000 bitcoin next year.", "reply_text": null, "parent_text": "The 4-year cycle is playing out exactly as expected... https://t.co/a4icLdmcUu", "quoted_text": null, "parent_author": "cryptorover", "ret_m1d": 0.044557308023734477, "ret_signed_m1d": 0.044557308023734477, "alpha_spy_m1d": 0.04304413400484486, "alpha_c_m1d": null, "bench_spy_m1d": 0.0015131740188896181, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.01648005936140917, "ret_signed_p1d": 0.01648005936140917, "alpha_spy_p1d": 0.01921235695668788, "alpha_c_p1d": null, "bench_spy_p1d": -0.00273229759527871, "bench_c_p1d": null, "ret_p1w": 0.023955561389482183, "ret_signed_p1w": 0.023955561389482183, "alpha_spy_p1w": 0.014959836076779753, "alpha_c_p1w": null, "bench_spy_p1w": 0.00899572531270243, "bench_c_p1w": null, "ret_p1m": 0.10300882357301733, "ret_signed_p1m": 0.10300882357301733, "alpha_spy_p1m": 0.08084133366730639, "alpha_c_p1m": null, "bench_spy_p1m": 0.022167489905710935, "bench_c_p1m": null, "ret_p3m": -0.1842902178429201, "ret_signed_p3m": -0.1842902178429201, "alpha_spy_p3m": -0.16563104457822797, "alpha_c_p3m": null, "bench_spy_p3m": -0.01865917326469213, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3477, 0.3554, 0.3387, 0.3047, 0.2962, 0.3114, 0.2619, 0.2695, 0.3238, 0.3198, 0.3729, 0.3965, 0.4148, 0.4436, 0.4054, 0.4274, 0.4083, 0.3101, 0.3339, 0.3089, 0.2819, 0.2519, 0.232, 0.2797, 0.2552, 0.2461, 0.2737, 0.2848, 0.3205, 0.3071, 0.2735, 0.2532, 0.2677, 0.2329, 0.1755, 0.2022, 0.1722, 0.1962, 0.2265, 0.1918, 0.1764, 0.1536, 0.0923, 0.0657, 0.0756, 0.0584, 0.0025, -0.0154, 0.0214, 0.0107, 0.0474, 0.0563, 0.0521, -0.0011, 0.0571, 0.0822, 0.0662, 0.0343, 0.0488, 0.0726, 0.0648, 0.0705, 0.0446, 0.0, 0.0165, -0.0032, -0.0111, 0.0195, 0.024, 0.0115, 0.0138, 0.0094, 0.0102, 0.0083, 0.0233, 0.0126, 0.0268, 0.0408, 0.0864, 0.0846, 0.0566, 0.0533, 0.0474, 0.0552, 0.103, 0.1216, 0.1057, 0.1054, 0.071, 0.0219, 0.0342, 0.0352, 0.0357, 0.0214, 0.031, 0.032, -0.0215, -0.0265, -0.0895, -0.1248, -0.1551, -0.2744, -0.1836, -0.1886, -0.204, -0.2248, -0.2337, -0.2032, -0.2034, -0.219, -0.2314, -0.2252, -0.2131, -0.2523, -0.2585, -0.2136, -0.2195, -0.2377, -0.2042, -0.2097, -0.1586, -0.1803, -0.2116, -0.2085, -0.1908, -0.1876, -0.1843, -0.1788, -0.1338, -0.1446, -0.1756, -0.191, -0.184, -0.1794, -0.184, -0.1748, -0.204, -0.2324, -0.2283, -0.2104, -0.2122, -0.226, -0.2255, -0.2032, -0.1675, -0.177, -0.1695, -0.1555, -0.1381, -0.1416, -0.1344, -0.1304, -0.1075, -0.122, -0.1165, -0.0951, -0.0943, -0.1037, -0.1048, -0.1165, -0.1232, -0.1171, -0.0954, -0.0763, -0.0636, -0.0578, -0.0742, -0.0721, -0.0543, -0.0688, -0.0827, -0.0621, -0.0851, -0.1095, -0.1119, -0.1037, -0.1028, -0.1265, -0.1058, -0.1226, -0.1397, -0.1491, -0.151, -0.1486, null, null, null, null, null, null]}
{"unit_id": "orig:1991844507394937214", "ticker_idx": 0, "ts": "2025-11-21T12:21:51+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "in December we'll drop lower than we did during the war, probably into the $72k range. Next year will likely be flat and slightly down until a capitulation event (an exchange collapse or something similar), bringing us to a bottom around $42–$45k", "tweet_type": "prediction", "timeline": "months", "summary": "Short BTC: relief bounce to low 90s near-term, then drop to ~$72k in December, followed by flat/down year bottoming at $42–$45k on capitulation event.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "THIS IS VERY IMPORTANT 🚨\n\nSince I predicted the last two crashes with incredible accuracy, here’s what I believe happens next:\n\nBitcoin will likely see a relief bounce into the low 90s next week.\n\nThe Fear & Greed Index will climb back to around 35-40, and everyone will start thinking the bull run has returned and that Bitcoin is finally headed for $150k+.\n\nThen, unexpectedly, in December we’ll drop lower than we did during the war, probably into the $72k range.\n\nNext year will likely be flat and slightly down until a capitulation event (an exchange collapse or something similar), bringing us to a bottom around $42–$45k.\n\nWhat should you do during times like this?\n\nJust DCA weekly. By 2029, Bitcoin will be hitting a new all-time high anyway.\n\nIf you want to know my next move, turn on notifications.\n\nA lot of people will regret not doing it.\n\nSee ya ✌️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018112568869536938, "ret_signed_m1d": -0.018112568869536938, "alpha_spy_m1d": -0.02797554454624096, "alpha_c_m1d": null, "bench_spy_m1d": -0.009862975676704022, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03737042317351125, "ret_signed_p1d": -0.03737042317351125, "alpha_spy_p1d": -0.022651916111330772, "alpha_c_p1d": null, "bench_spy_p1d": 0.014718507062180475, "bench_c_p1d": null, "ret_p1w": 0.0684984255768295, "ret_signed_p1w": -0.0684984255768295, "alpha_spy_p1w": -0.031535063039148215, "alpha_c_p1w": null, "bench_spy_p1w": 0.03696336253768129, "bench_c_p1w": null, "ret_p1m": 0.03994947302547058, "ret_signed_p1m": -0.03994947302547058, "alpha_spy_p1m": 0.002269554461823864, "alpha_c_p1m": null, "bench_spy_p1m": 0.04221902748729445, "bench_c_p1m": null, "ret_p3m": -0.21935851896248926, "ret_signed_p3m": 0.21935851896248926, "alpha_spy_p3m": 0.26379942405045387, "alpha_c_p3m": null, "bench_spy_p3m": 0.04444090508796461, "bench_c_p3m": null, "ret_p6m": -0.09562169332572379, "ret_signed_p6m": 0.09562169332572379, "alpha_spy_p6m": 0.22281750310021564, "alpha_c_p6m": null, "bench_spy_p6m": 0.12719580977449185, "bench_c_p6m": null, "price_path": [0.3139, 0.3071, 0.3226, 0.2741, 0.2839, 0.3068, 0.313, 0.3012, 0.3004, 0.3171, 0.3107, 0.3392, 0.3575, 0.3644, 0.3567, 0.3732, 0.3688, 0.3766, 0.3596, 0.325, 0.3164, 0.3319, 0.2816, 0.2894, 0.3445, 0.3404, 0.3944, 0.4183, 0.4369, 0.4661, 0.4273, 0.4497, 0.4303, 0.3305, 0.3547, 0.3294, 0.3019, 0.2714, 0.2512, 0.2997, 0.2748, 0.2656, 0.2936, 0.3049, 0.3411, 0.3275, 0.2934, 0.2728, 0.2875, 0.2522, 0.1939, 0.221, 0.1905, 0.2148, 0.2457, 0.2104, 0.1948, 0.1717, 0.1094, 0.0823, 0.0924, 0.0749, 0.0181, 0.0, 0.0374, 0.0265, 0.0638, 0.0728, 0.0685, 0.0145, 0.0736, 0.0992, 0.0829, 0.0505, 0.0652, 0.0893, 0.0814, 0.0872, 0.0609, 0.0156, 0.0324, 0.0124, 0.0044, 0.0354, 0.0399, 0.0273, 0.0296, 0.0252, 0.026, 0.0241, 0.0392, 0.0284, 0.0428, 0.057, 0.1033, 0.1015, 0.0731, 0.0698, 0.0637, 0.0717, 0.1202, 0.1391, 0.1229, 0.1226, 0.0877, 0.0378, 0.0504, 0.0514, 0.0519, 0.0373, 0.0471, 0.0481, -0.0062, -0.0113, -0.0752, -0.1111, -0.1419, -0.2631, -0.1708, -0.1759, -0.1915, -0.2127, -0.2217, -0.1908, -0.1909, -0.2068, -0.2194, -0.2131, -0.2008, -0.2406, -0.2469, -0.2013, -0.2073, -0.2257, -0.1917, -0.1974, -0.1455, -0.1675, -0.1992, -0.1961, -0.1782, -0.1749, -0.1715, -0.166, -0.1202, -0.1313, -0.1627, -0.1784, -0.1712, -0.1666, -0.1713, -0.162, -0.1915, -0.2204, -0.2162, -0.1981, -0.1999, -0.2139, -0.2134, -0.1907, -0.1545, -0.1641, -0.1566, -0.1423, -0.1246, -0.1282, -0.1209, -0.1168, -0.0936, -0.1083, -0.1027, -0.0809, -0.0802, -0.0897, -0.0908, -0.1027, -0.1095, -0.1033, -0.0812, -0.0618, -0.0489, -0.0431, -0.0597, -0.0576, -0.0395, -0.0542, -0.0683, -0.0475, -0.0708, -0.0956]}
{"unit_id": "thread:2059247310387712217", "ticker_idx": 0, "ts": "2026-05-26T12:16:32+00:00", "symbol": "VITROX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WiX AI platform becoming the standard back-end inspection system across Asian OSAT. The AI quality control layer.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Three Penang semiconductor names highlighted as winners in OSAT/test: Vitrox (inspection AI), MPI (packaging), and TRT (US-listed testing).", "resolved_tickers": ["0097.KL"], "resolution_method": "exchange_ticker", "resolution_reason": "ViTrox Corporation listed on Bursa Malaysia as 0097.KL", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Everyone is hunting for the next semiconductor winner.\n\nBut Penang, Malaysia quietly packages 23% of every American-bound chip and runs 15% of the global OSAT and test market.\n\nThree names sit at the center of it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFollow @InTheAssembly right now.\n\nThere is one specific reason every serious investor needs this account on their timeline. You will figure it out within a week.\n\nIf you don’t follow @InTheAssembly, you will regret it.\n\n---\n\nVITROX (KLSE: 0097)\n\nPenang machine vision and AI inspection equipment maker.\n\nQ1 2026 revenue up 89% YoY. Core net profit up 2.1x.\n\nWiX AI platform becoming the standard back-end inspection system across Asian OSAT.\n\nStock up 73% YoY.\n\nThe AI quality control layer.\n\n---\n\nMPI (KLSE: 3867)\n\nMalaysian Pacific Industries. Carsem chip packaging arm of Hong Leong.\n\nQ3 FY26 revenue up 40% YoY. Profit up 30%.\n\nBought Infineon's Thailand plant in February for $77M\n\nPivoting hard into AI power chips and memory packaging.\n\nThe Penang OSAT heavyweight.\n\n---\n\nTRT (NYSE American)\n\nTrio-Tech International. US-listed small cap with Penang testing operations.\n\nThe only one of the three on a US exchange.\n\nQ3 FY26 revenue up 124% YoY.\n\nJust leased 104K sq ft in Perai for AI testing.\n\n$7.8M in AI GPU burn-in orders.\n\nThe asymmetric one.\n\n---\n\nPenang handles 23% of American-bound chips and 15% of the global OSAT market.\n\nUS tech ETFs will not show you these names.\n\nBut roughly one in four chips heading to America moves through Penang.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022189291930702293, "ret_signed_m1d": 0.022189291930702293, "alpha_spy_m1d": 0.02878412003915576, "alpha_c_m1d": 0.06506969631521065, "bench_spy_m1d": -0.0065948281084534655, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0001732035840619206, "alpha_c_p1d": 0.011027359894549282, "bench_spy_p1d": -0.0001732035840619206, "bench_c_p1d": -0.011027359894549282, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3314, -0.3195, -0.3373, -0.3358, -0.3683, -0.3462, -0.3595, -0.3787, -0.3565, -0.3506, -0.3521, -0.3609, -0.3654, -0.3609, -0.3595, -0.358, -0.358, -0.358, -0.3802, -0.3654, -0.3639, -0.3639, -0.3831, -0.3787, -0.3639, -0.3802, -0.3743, -0.3698, -0.3787, -0.3506, -0.3536, -0.3299, -0.3314, -0.3195, -0.2899, -0.2737, -0.2692, -0.2766, -0.2707, -0.2633, -0.2633, -0.1834, -0.1701, -0.1864, -0.1864, -0.1938, -0.1938, -0.1479, -0.1716, -0.1464, -0.1391, -0.1346, -0.1302, -0.1095, -0.0695, -0.0754, -0.1139, -0.0828, -0.0828, -0.0799, -0.0414, 0.0237, 0.0222, 0.0, 0.0, 0.0074, 0.0015, 0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059247310387712217", "ticker_idx": 1, "ts": "2026-05-26T12:16:32+00:00", "symbol": "MPI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pivoting hard into AI power chips and memory packaging. The Penang OSAT heavyweight.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Three Penang semiconductor names highlighted as winners in OSAT/test: Vitrox (inspection AI), MPI (packaging), and TRT (US-listed testing).", "resolved_tickers": ["3867.KL"], "resolution_method": "exchange_ticker", "resolution_reason": "MPI = Malaysian Pacific Industries, Penang OSAT, Bursa Malaysia", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Everyone is hunting for the next semiconductor winner.\n\nBut Penang, Malaysia quietly packages 23% of every American-bound chip and runs 15% of the global OSAT and test market.\n\nThree names sit at the center of it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFollow @InTheAssembly right now.\n\nThere is one specific reason every serious investor needs this account on their timeline. You will figure it out within a week.\n\nIf you don’t follow @InTheAssembly, you will regret it.\n\n---\n\nVITROX (KLSE: 0097)\n\nPenang machine vision and AI inspection equipment maker.\n\nQ1 2026 revenue up 89% YoY. Core net profit up 2.1x.\n\nWiX AI platform becoming the standard back-end inspection system across Asian OSAT.\n\nStock up 73% YoY.\n\nThe AI quality control layer.\n\n---\n\nMPI (KLSE: 3867)\n\nMalaysian Pacific Industries. Carsem chip packaging arm of Hong Leong.\n\nQ3 FY26 revenue up 40% YoY. Profit up 30%.\n\nBought Infineon's Thailand plant in February for $77M\n\nPivoting hard into AI power chips and memory packaging.\n\nThe Penang OSAT heavyweight.\n\n---\n\nTRT (NYSE American)\n\nTrio-Tech International. US-listed small cap with Penang testing operations.\n\nThe only one of the three on a US exchange.\n\nQ3 FY26 revenue up 124% YoY.\n\nJust leased 104K sq ft in Perai for AI testing.\n\n$7.8M in AI GPU burn-in orders.\n\nThe asymmetric one.\n\n---\n\nPenang handles 23% of American-bound chips and 15% of the global OSAT market.\n\nUS tech ETFs will not show you these names.\n\nBut roughly one in four chips heading to America moves through Penang.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.023199011066503683, "ret_signed_m1d": -0.023199011066503683, "alpha_spy_m1d": -0.016604182958050218, "alpha_c_m1d": 0.01968139331800467, "bench_spy_m1d": -0.0065948281084534655, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0001732035840619206, "alpha_c_p1d": 0.011027359894549282, "bench_spy_p1d": -0.0001732035840619206, "bench_c_p1d": -0.011027359894549282, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3505, -0.3541, -0.3735, -0.3852, -0.3836, -0.3727, -0.3917, -0.4131, -0.3828, -0.3941, -0.3978, -0.4014, -0.3941, -0.3994, -0.3897, -0.4018, -0.4018, -0.4018, -0.4123, -0.4159, -0.4135, -0.4139, -0.4277, -0.4184, -0.3945, -0.4123, -0.4079, -0.4079, -0.4139, -0.4058, -0.407, -0.3978, -0.3957, -0.3808, -0.3331, -0.3133, -0.3129, -0.3088, -0.2603, -0.2797, -0.2656, -0.2353, -0.2345, -0.2421, -0.232, -0.2599, -0.2599, -0.232, -0.2421, -0.1633, -0.167, -0.1686, -0.1714, -0.1459, -0.1148, -0.1059, -0.1088, -0.1209, -0.1209, -0.1005, -0.0598, -0.013, -0.0232, 0.0, 0.0, -0.0004, -0.0016, -0.0016, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059247310387712217", "ticker_idx": 2, "ts": "2026-05-26T12:16:32+00:00", "symbol": "TRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The asymmetric one.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Three Penang semiconductor names highlighted as winners in OSAT/test: Vitrox (inspection AI), MPI (packaging), and TRT (US-listed testing).", "resolved_tickers": ["TRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Everyone is hunting for the next semiconductor winner.\n\nBut Penang, Malaysia quietly packages 23% of every American-bound chip and runs 15% of the global OSAT and test market.\n\nThree names sit at the center of it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFollow @InTheAssembly right now.\n\nThere is one specific reason every serious investor needs this account on their timeline. You will figure it out within a week.\n\nIf you don’t follow @InTheAssembly, you will regret it.\n\n---\n\nVITROX (KLSE: 0097)\n\nPenang machine vision and AI inspection equipment maker.\n\nQ1 2026 revenue up 89% YoY. Core net profit up 2.1x.\n\nWiX AI platform becoming the standard back-end inspection system across Asian OSAT.\n\nStock up 73% YoY.\n\nThe AI quality control layer.\n\n---\n\nMPI (KLSE: 3867)\n\nMalaysian Pacific Industries. Carsem chip packaging arm of Hong Leong.\n\nQ3 FY26 revenue up 40% YoY. Profit up 30%.\n\nBought Infineon's Thailand plant in February for $77M\n\nPivoting hard into AI power chips and memory packaging.\n\nThe Penang OSAT heavyweight.\n\n---\n\nTRT (NYSE American)\n\nTrio-Tech International. US-listed small cap with Penang testing operations.\n\nThe only one of the three on a US exchange.\n\nQ3 FY26 revenue up 124% YoY.\n\nJust leased 104K sq ft in Perai for AI testing.\n\n$7.8M in AI GPU burn-in orders.\n\nThe asymmetric one.\n\n---\n\nPenang handles 23% of American-bound chips and 15% of the global OSAT market.\n\nUS tech ETFs will not show you these names.\n\nBut roughly one in four chips heading to America moves through Penang.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16847178116859407, "ret_signed_m1d": -0.16847178116859407, "alpha_spy_m1d": -0.1618769530601406, "alpha_c_m1d": -0.12559137678408572, "bench_spy_m1d": -0.0065948281084534655, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14981953062929765, "ret_signed_p1d": -0.14981953062929765, "alpha_spy_p1d": -0.14964632704523573, "alpha_c_p1d": -0.13879217073474837, "bench_spy_p1d": -0.0001732035840619206, "bench_c_p1d": -0.011027359894549282, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.7064, -0.7076, -0.7166, -0.7292, -0.7076, -0.6859, -0.6709, -0.654, -0.6546, -0.6378, -0.627, -0.645, -0.654, -0.6191, -0.627, -0.627, -0.6498, -0.6354, -0.6366, -0.6197, -0.6324, -0.6426, -0.6667, -0.6522, -0.6528, -0.648, -0.648, -0.6378, -0.5969, -0.5939, -0.5854, -0.6167, -0.5981, -0.58, -0.5897, -0.577, -0.5758, -0.5963, -0.5758, -0.503, -0.1709, -0.006, -0.1498, -0.2677, -0.3297, -0.1534, -0.154, -0.2978, -0.1907, -0.2407, -0.302, -0.2581, -0.2298, -0.3375, -0.3538, -0.1564, 0.2064, -0.0782, -0.1805, -0.213, -0.1992, -0.1685, -0.1685, 0.0, -0.1498, -0.1919, -0.2353, -0.2353, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1992999475820757060", "ticker_idx": 0, "ts": "2025-11-24T16:51:17+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "keep DCA'ing weekly. In 2 years, Bitcoin's going to new all-time highs anyway", "tweet_type": "prediction", "timeline": "years", "summary": "Long BTC via weekly DCA; expects short-term pain to ~$72k and 2025 grind to ~$42-45k before new all-time highs in 2 years.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "HERE IS THE PLAN:\n\nLooks like Bitcoin might give us a little relief bounce into the low 90s this week.\n\nFear & Greed should rise to around 35-40, and suddenly everyone will start acting like the bull run is magically back and we’re going straight to $150k.\n\nBut then, December shows up and smacks us lower than the war dip. Wouldn’t be shocked to see the $72k area get tested.\n\n2025? Probably a slow grind with a slight downward drift until something dramatic breaks (think exchange implosion), clearing the way for a real bottom around $42–45k.\n\nSo what’s the play in all this chaos?\n\nSimple: keep DCA’ing weekly. In 2 years, Bitcoin’s going to new all-time highs anyway.\n\nIf you want to see what I do next, make sure you’re following with notifications.\n\nIf you don’t, you might regret not doing so.\n\nStay tuned for my next update.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036024184166720374, "ret_signed_m1d": -0.036024184166720374, "alpha_spy_m1d": -0.021519169268752747, "alpha_c_m1d": null, "bench_spy_m1d": -0.014505014897967627, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.010520742688141405, "ret_signed_p1d": -0.010520742688141405, "alpha_spy_p1d": -0.0199267341301973, "alpha_c_p1d": null, "bench_spy_p1d": 0.009405991442055894, "bench_c_p1d": null, "ret_p1w": -0.022079752663862307, "ret_signed_p1w": -0.022079752663862307, "alpha_spy_p1w": -0.039336354862470335, "alpha_c_p1w": null, "bench_spy_p1w": 0.01725660219860803, "bench_c_p1w": null, "ret_p1m": -0.009703829631764305, "ret_signed_p1m": -0.009703829631764305, "alpha_spy_p1m": -0.04149977616925915, "alpha_c_p1m": null, "bench_spy_p1m": 0.031795946537494846, "bench_c_p1m": null, "ret_p3m": -0.24145126595856914, "ret_signed_p3m": -0.24145126595856914, "alpha_spy_p3m": -0.26802785241703664, "alpha_c_p3m": null, "bench_spy_p3m": 0.0265765864584675, "bench_c_p3m": null, "ret_p6m": -0.13050394065405435, "ret_signed_p6m": -0.13050394065405435, "alpha_spy_p6m": -0.2339505706273829, "alpha_c_p6m": null, "bench_spy_p6m": 0.10344662997332854, "bench_c_p6m": null, "price_path": [0.26, 0.275, 0.2282, 0.2377, 0.2598, 0.2657, 0.2544, 0.2535, 0.2696, 0.2635, 0.291, 0.3086, 0.3153, 0.3079, 0.3237, 0.3194, 0.327, 0.3106, 0.2773, 0.269, 0.2839, 0.2354, 0.2429, 0.296, 0.2921, 0.3442, 0.3672, 0.3851, 0.4133, 0.3759, 0.3975, 0.3788, 0.2826, 0.3059, 0.2815, 0.255, 0.2256, 0.2062, 0.2528, 0.2289, 0.22, 0.247, 0.2579, 0.2928, 0.2797, 0.2468, 0.227, 0.2411, 0.2071, 0.1509, 0.177, 0.1476, 0.1711, 0.2008, 0.1668, 0.1517, 0.1295, 0.0694, 0.0433, 0.053, 0.0362, -0.0186, -0.036, 0.0, -0.0105, 0.0255, 0.0342, 0.03, -0.0221, 0.0349, 0.0596, 0.0439, 0.0127, 0.0268, 0.0501, 0.0425, 0.048, 0.0227, -0.021, -0.0048, -0.0241, -0.0318, -0.0019, 0.0025, -0.0097, -0.0075, -0.0117, -0.011, -0.0128, 0.0018, -0.0086, 0.0052, 0.019, 0.0636, 0.0618, 0.0344, 0.0312, 0.0254, 0.0331, 0.0799, 0.0981, 0.0825, 0.0822, 0.0485, 0.0005, 0.0125, 0.0135, 0.014, -0.0, 0.0094, 0.0104, -0.042, -0.0469, -0.1086, -0.1432, -0.1728, -0.2897, -0.2007, -0.2056, -0.2206, -0.2411, -0.2498, -0.2199, -0.2201, -0.2354, -0.2475, -0.2415, -0.2296, -0.268, -0.274, -0.2301, -0.2358, -0.2536, -0.2209, -0.2263, -0.1763, -0.1975, -0.2281, -0.2251, -0.2078, -0.2047, -0.2014, -0.196, -0.1519, -0.1625, -0.1929, -0.208, -0.2011, -0.1966, -0.2011, -0.1921, -0.2207, -0.2485, -0.2445, -0.227, -0.2288, -0.2422, -0.2418, -0.2199, -0.185, -0.1943, -0.187, -0.1732, -0.1562, -0.1596, -0.1525, -0.1486, -0.1262, -0.1405, -0.135, -0.1141, -0.1133, -0.1225, -0.1235, -0.135, -0.1415, -0.1356, -0.1143, -0.0956, -0.0832, -0.0775, -0.0936, -0.0916, -0.0741, -0.0883, -0.1019, -0.0818, -0.1043, -0.1282, -0.1305]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 0, "ts": "2025-11-25T10:08:22+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "BTC - $190k", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010632605595718436, "ret_signed_m1d": 0.010632605595718436, "alpha_spy_m1d": 0.0199509487815146, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03636830551491177, "ret_signed_p1d": 0.03636830551491177, "alpha_spy_p1d": 0.0294648220642848, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.04589221130109933, "ret_signed_p1w": 0.04589221130109933, "alpha_spy_p1w": 0.03624804937636994, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": 0.0030921051807721867, "ret_signed_p1m": 0.0030921051807721867, "alpha_spy_p1m": -0.022684858388637208, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.2213882549556958, "ret_signed_p3m": -0.2213882549556958, "alpha_spy_p3m": -0.24575373137307555, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.11316582589146351, "ret_signed_p6m": -0.11316582589146351, "alpha_spy_p6m": -0.2175340339847901, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.2886, 0.2412, 0.2508, 0.2732, 0.2791, 0.2677, 0.2669, 0.2831, 0.2769, 0.3047, 0.3225, 0.3293, 0.3218, 0.3378, 0.3335, 0.3411, 0.3246, 0.2909, 0.2825, 0.2975, 0.2485, 0.2561, 0.3098, 0.3059, 0.3584, 0.3817, 0.3999, 0.4283, 0.3905, 0.4123, 0.3934, 0.2962, 0.3198, 0.2951, 0.2684, 0.2387, 0.219, 0.2662, 0.242, 0.233, 0.2602, 0.2713, 0.3066, 0.2933, 0.2601, 0.24, 0.2543, 0.2199, 0.1631, 0.1895, 0.1598, 0.1835, 0.2136, 0.1792, 0.164, 0.1415, 0.0808, 0.0544, 0.0642, 0.0472, -0.0081, -0.0258, 0.0106, 0.0, 0.0364, 0.0451, 0.041, -0.0117, 0.0459, 0.0708, 0.055, 0.0234, 0.0378, 0.0613, 0.0536, 0.0592, 0.0335, -0.0106, 0.0057, -0.0137, -0.0215, 0.0087, 0.0131, 0.0008, 0.0031, -0.0012, -0.0005, -0.0023, 0.0125, 0.0019, 0.0159, 0.0298, 0.0749, 0.0731, 0.0454, 0.0422, 0.0363, 0.0441, 0.0914, 0.1098, 0.094, 0.0937, 0.0597, 0.0111, 0.0233, 0.0243, 0.0248, 0.0106, 0.0202, 0.0211, -0.0318, -0.0368, -0.0991, -0.1341, -0.164, -0.2821, -0.1922, -0.1972, -0.2124, -0.233, -0.2418, -0.2116, -0.2118, -0.2272, -0.2395, -0.2334, -0.2214, -0.2602, -0.2663, -0.2219, -0.2277, -0.2457, -0.2126, -0.2181, -0.1675, -0.1889, -0.2199, -0.2168, -0.1994, -0.1962, -0.1929, -0.1875, -0.1429, -0.1536, -0.1843, -0.1996, -0.1926, -0.1881, -0.1926, -0.1836, -0.2124, -0.2405, -0.2364, -0.2188, -0.2206, -0.2342, -0.2337, -0.2116, -0.1763, -0.1857, -0.1783, -0.1644, -0.1472, -0.1507, -0.1435, -0.1396, -0.117, -0.1313, -0.1258, -0.1046, -0.1039, -0.1132, -0.1142, -0.1258, -0.1324, -0.1264, -0.1049, -0.086, -0.0734, -0.0677, -0.0839, -0.0819, -0.0643, -0.0786, -0.0923, -0.072, -0.0948, -0.1189, -0.1213, -0.1132]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 1, "ts": "2025-11-25T10:08:22+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ETH - $4800", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.001765724443484773, "ret_signed_m1d": -0.001765724443484773, "alpha_spy_m1d": 0.00755261874231139, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.023623136478952533, "ret_signed_p1d": 0.023623136478952533, "alpha_spy_p1d": 0.016719653028325565, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.013524097273068802, "ret_signed_p1w": 0.013524097273068802, "alpha_spy_p1w": 0.003879935348339414, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.004173755605017537, "ret_signed_p1m": -0.004173755605017537, "alpha_spy_p1m": -0.029950719174426932, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.33432564026185185, "ret_signed_p3m": -0.33432564026185185, "alpha_spy_p3m": -0.3586911166792316, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.28092318508527814, "ret_signed_p6m": -0.28092318508527814, "alpha_spy_p6m": -0.3852913931786047, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.5238, 0.4741, 0.4586, 0.4623, 0.5046, 0.4533, 0.4561, 0.4564, 0.4568, 0.4703, 0.5082, 0.5941, 0.5304, 0.5225, 0.5527, 0.5517, 0.5115, 0.4209, 0.4082, 0.4042, 0.3078, 0.3644, 0.4258, 0.4016, 0.471, 0.5172, 0.5264, 0.5848, 0.5048, 0.5307, 0.4771, 0.2992, 0.4353, 0.3947, 0.3481, 0.3167, 0.2957, 0.3458, 0.3106, 0.2874, 0.3036, 0.3302, 0.3929, 0.3463, 0.3196, 0.2862, 0.3006, 0.2178, 0.1131, 0.158, 0.1198, 0.1614, 0.2064, 0.1546, 0.1539, 0.0929, 0.0493, 0.0225, 0.0558, 0.022, -0.0427, -0.065, -0.0018, 0.0, 0.0236, 0.0191, 0.0251, -0.0533, 0.0135, 0.079, 0.0596, 0.0225, 0.0565, 0.1228, 0.1242, 0.0944, 0.0427, 0.0021, 0.0021, -0.0428, -0.0442, 0.0068, 0.0163, 0.0018, -0.0042, -0.0184, -0.0109, -0.0079, 0.0046, 0.0031, 0.0144, 0.0563, 0.0907, 0.1143, 0.0706, 0.0495, 0.0423, 0.0454, 0.1231, 0.1341, 0.1214, 0.1141, 0.0773, -0.0075, 0.0071, -0.0028, -0.0016, -0.0106, 0.0217, 0.0165, -0.0472, -0.0864, -0.2074, -0.2469, -0.2753, -0.3841, -0.3024, -0.2888, -0.3173, -0.3439, -0.3418, -0.3074, -0.3246, -0.3265, -0.3394, -0.3414, -0.3343, -0.3727, -0.3736, -0.3054, -0.3148, -0.3473, -0.3146, -0.3297, -0.2811, -0.2996, -0.331, -0.3262, -0.3113, -0.3064, -0.2991, -0.2926, -0.2051, -0.2163, -0.255, -0.2774, -0.2743, -0.2724, -0.2712, -0.267, -0.3037, -0.3268, -0.3159, -0.2885, -0.2769, -0.3046, -0.3058, -0.2874, -0.2421, -0.2595, -0.2599, -0.241, -0.1985, -0.2146, -0.2023, -0.206, -0.1815, -0.2173, -0.213, -0.1967, -0.2118, -0.2171, -0.2214, -0.226, -0.2382, -0.2372, -0.2241, -0.2067, -0.2017, -0.2053, -0.2254, -0.2201, -0.2091, -0.231, -0.2368, -0.2289, -0.2484, -0.2804, -0.2867, -0.2809]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 2, "ts": "2025-11-25T10:08:22+00:00", "symbol": "XRP-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "XRP - $10", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["XRP-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012432762101737271, "ret_signed_m1d": 0.012432762101737271, "alpha_spy_m1d": 0.021751105287533434, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.011708140294242941, "ret_signed_p1d": 0.011708140294242941, "alpha_spy_p1d": 0.004804656843615973, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": -0.019568367449407154, "ret_signed_p1w": -0.019568367449407154, "alpha_spy_p1w": -0.029212529374136542, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.1534529281032455, "ret_signed_p1m": -0.1534529281032455, "alpha_spy_p1m": -0.1792298916726549, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.3498360654315491, "ret_signed_p3m": -0.3498360654315491, "alpha_spy_p3m": -0.37420154184892884, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.3789671742634114, "ret_signed_p6m": -0.3789671742634114, "alpha_spy_p6m": -0.483335382356738, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.3496, 0.2836, 0.2525, 0.3017, 0.294, 0.2717, 0.281, 0.3511, 0.3403, 0.3562, 0.3832, 0.4135, 0.3632, 0.382, 0.4032, 0.3992, 0.3608, 0.2977, 0.2864, 0.3318, 0.2473, 0.2671, 0.3112, 0.2949, 0.3406, 0.3824, 0.3831, 0.3603, 0.299, 0.3103, 0.2758, 0.0728, 0.1856, 0.1397, 0.0974, 0.0594, 0.0435, 0.1341, 0.1027, 0.0752, 0.0894, 0.1405, 0.1984, 0.1853, 0.1608, 0.1097, 0.1411, 0.0504, 0.0055, 0.0667, 0.0056, 0.0526, 0.1491, 0.0879, 0.0857, 0.0603, 0.0207, -0.0166, 0.0082, -0.0414, -0.0909, -0.1129, 0.0124, 0.0, 0.0117, 0.001, -0.0081, -0.0762, -0.0196, 0.0015, -0.0461, -0.0732, -0.0571, -0.041, -0.0706, -0.0742, -0.0861, -0.1364, -0.1221, -0.1531, -0.1777, -0.1324, -0.1345, -0.1482, -0.1535, -0.1668, -0.1617, -0.1596, -0.1469, -0.1631, -0.1458, -0.0877, 0.0683, 0.0493, -0.0143, -0.0348, -0.0486, -0.0664, -0.0158, -0.0267, -0.0548, -0.0593, -0.0965, -0.1405, -0.1151, -0.1259, -0.1269, -0.1342, -0.1295, -0.1318, -0.179, -0.212, -0.2629, -0.284, -0.313, -0.448, -0.3307, -0.3468, -0.3634, -0.3778, -0.3805, -0.3598, -0.3238, -0.3294, -0.3534, -0.3603, -0.3498, -0.3852, -0.3865, -0.3479, -0.3623, -0.3833, -0.3673, -0.3812, -0.3495, -0.3618, -0.3798, -0.3806, -0.3694, -0.3701, -0.3702, -0.3637, -0.2979, -0.3093, -0.3342, -0.3417, -0.3425, -0.3487, -0.3562, -0.3567, -0.3814, -0.3973, -0.3984, -0.3904, -0.387, -0.4002, -0.4006, -0.399, -0.3716, -0.3894, -0.3886, -0.383, -0.3738, -0.3806, -0.367, -0.3393, -0.3282, -0.3519, -0.3487, -0.3496, -0.3454, -0.3479, -0.3628, -0.372, -0.3772, -0.378, -0.3702, -0.3669, -0.3572, -0.352, -0.3691, -0.3549, -0.3283, -0.3468, -0.3512, -0.325, -0.3479, -0.3681, -0.3811, -0.379]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 3, "ts": "2025-11-25T10:08:22+00:00", "symbol": "SOL-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "SOL - $600", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["SOL-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0037424319160833663, "ret_signed_m1d": -0.0037424319160833663, "alpha_spy_m1d": 0.005575911269712797, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.02967106369000594, "ret_signed_p1d": 0.02967106369000594, "alpha_spy_p1d": 0.02276758023937897, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": -0.0015619009115208637, "ret_signed_p1w": -0.0015619009115208637, "alpha_spy_p1w": -0.011206062836250252, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.1183123735906143, "ret_signed_p1m": -0.1183123735906143, "alpha_spy_p1m": -0.1440893371600237, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.3906371087969397, "ret_signed_p3m": -0.3906371087969397, "alpha_spy_p3m": -0.41500258521431943, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.3805080984402963, "ret_signed_p6m": -0.3805080984402963, "alpha_spy_p6m": -0.4848763065336229, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.5437, 0.4776, 0.4192, 0.5082, 0.5173, 0.4584, 0.4652, 0.5421, 0.5642, 0.6127, 0.647, 0.7446, 0.6873, 0.7063, 0.7629, 0.783, 0.7176, 0.5875, 0.5387, 0.5246, 0.3851, 0.4785, 0.534, 0.5029, 0.596, 0.6909, 0.6776, 0.6741, 0.5874, 0.6495, 0.5911, 0.3584, 0.5002, 0.4577, 0.3969, 0.3297, 0.3106, 0.3662, 0.3368, 0.297, 0.378, 0.3936, 0.4309, 0.4, 0.3997, 0.3293, 0.3479, 0.1958, 0.1189, 0.1705, 0.1165, 0.1643, 0.205, 0.1129, 0.1035, 0.0448, -0.0015, -0.0579, 0.0131, -0.0153, -0.0387, -0.0748, -0.0037, 0.0, 0.0297, 0.0141, -0.0108, -0.0877, -0.0016, 0.0433, 0.0009, -0.0401, -0.0404, -0.0071, -0.0174, -0.0181, -0.0473, -0.0802, -0.0694, -0.1136, -0.1391, -0.0914, -0.0942, -0.1082, -0.1183, -0.1364, -0.1202, -0.1135, -0.1005, -0.1037, -0.0873, -0.0487, -0.0065, 0.0159, -0.0186, -0.0043, -0.0226, 0.0018, 0.0466, 0.0566, 0.0248, 0.043, -0.04, -0.0949, -0.0685, -0.0763, -0.083, -0.1062, -0.0852, -0.0992, -0.1533, -0.155, -0.2478, -0.2976, -0.3374, -0.4371, -0.3703, -0.3758, -0.403, -0.4294, -0.4359, -0.3929, -0.3777, -0.3866, -0.4127, -0.4068, -0.3906, -0.4402, -0.4309, -0.367, -0.3815, -0.41, -0.3762, -0.3735, -0.346, -0.3614, -0.3903, -0.3885, -0.382, -0.3767, -0.3746, -0.3653, -0.3072, -0.3181, -0.3515, -0.3598, -0.3531, -0.3418, -0.3461, -0.3397, -0.3776, -0.4023, -0.4064, -0.4016, -0.4154, -0.4316, -0.4214, -0.4229, -0.3833, -0.4054, -0.4003, -0.3892, -0.3761, -0.3968, -0.3886, -0.3593, -0.3601, -0.3856, -0.3806, -0.3742, -0.3798, -0.3791, -0.3893, -0.3949, -0.4022, -0.4022, -0.3972, -0.3946, -0.3785, -0.3582, -0.3635, -0.338, -0.2991, -0.3212, -0.3442, -0.3365, -0.3578, -0.3859, -0.3937, -0.3805]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 4, "ts": "2025-11-25T10:08:22+00:00", "symbol": "DOGE-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "DOGE - $0.75", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["DOGE-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007700732248518527, "ret_signed_m1d": -0.007700732248518527, "alpha_spy_m1d": 0.001617610937277636, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.01180612047193308, "ret_signed_p1d": 0.01180612047193308, "alpha_spy_p1d": 0.004902637021306111, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": -0.045760004332842996, "ret_signed_p1w": -0.045760004332842996, "alpha_spy_p1w": -0.055404166257572385, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.1598593072886738, "ret_signed_p1m": -0.1598593072886738, "alpha_spy_p1m": -0.1856362708580832, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.345481496432272, "ret_signed_p3m": -0.345481496432272, "alpha_spy_p3m": -0.36984697284965173, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.3229218304664129, "ret_signed_p6m": -0.3229218304664129, "alpha_spy_p6m": -0.42729003855973946, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.4665, 0.3992, 0.3745, 0.4043, 0.4418, 0.389, 0.4245, 0.5812, 0.5734, 0.6042, 0.6713, 0.8005, 0.7561, 0.7635, 0.8465, 0.8224, 0.7349, 0.5775, 0.5518, 0.577, 0.4559, 0.5207, 0.5366, 0.5225, 0.6236, 0.7123, 0.6905, 0.7409, 0.6167, 0.6707, 0.6249, 0.2627, 0.3989, 0.3371, 0.2834, 0.2314, 0.2083, 0.3082, 0.2707, 0.2421, 0.2737, 0.2924, 0.3099, 0.2666, 0.2577, 0.1944, 0.2187, 0.0933, 0.0636, 0.0942, 0.0551, 0.168, 0.1885, 0.1246, 0.1118, 0.074, 0.0294, -0.0071, 0.0571, 0.0088, -0.0254, -0.0836, -0.0077, 0.0, 0.0118, -0.0019, -0.0176, -0.1136, -0.0458, -0.0067, -0.0358, -0.0872, -0.0678, -0.0323, -0.0618, -0.0823, -0.1047, -0.1519, -0.1388, -0.1752, -0.2022, -0.1357, -0.1343, -0.1554, -0.1599, -0.1924, -0.2024, -0.1977, -0.1941, -0.2332, -0.1719, -0.0739, -0.0075, -0.0153, -0.0439, -0.0718, -0.0817, -0.1074, -0.0319, -0.0376, -0.0848, -0.0975, -0.1563, -0.1942, -0.1732, -0.188, -0.1852, -0.2005, -0.1763, -0.1837, -0.2345, -0.2439, -0.2949, -0.3094, -0.3217, -0.4229, -0.3562, -0.3723, -0.394, -0.4048, -0.3921, -0.3686, -0.3399, -0.3422, -0.356, -0.3575, -0.3455, -0.3948, -0.4021, -0.3415, -0.3657, -0.3896, -0.3885, -0.4114, -0.3526, -0.3885, -0.4034, -0.4092, -0.3819, -0.3928, -0.3807, -0.3728, -0.3258, -0.3452, -0.3778, -0.3884, -0.3844, -0.3843, -0.3783, -0.3717, -0.3984, -0.4115, -0.407, -0.3972, -0.3973, -0.4092, -0.4016, -0.4078, -0.3787, -0.396, -0.3951, -0.3872, -0.3847, -0.392, -0.3795, -0.3515, -0.3493, -0.3774, -0.378, -0.3741, -0.3646, -0.3564, -0.353, -0.3503, -0.32, -0.3038, -0.2914, -0.2798, -0.249, -0.265, -0.2952, -0.2845, -0.2726, -0.2808, -0.2632, -0.2463, -0.259, -0.3159, -0.3272, -0.3229]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 5, "ts": "2025-11-25T10:08:22+00:00", "symbol": "ADA-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ADA - $1.1", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["ADA-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01476456089752265, "ret_signed_m1d": 0.01476456089752265, "alpha_spy_m1d": 0.024082904083318812, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03321736390285546, "ret_signed_p1d": 0.03321736390285546, "alpha_spy_p1d": 0.02631388045222849, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.029284902459645767, "ret_signed_p1w": 0.029284902459645767, "alpha_spy_p1w": 0.01964074053491638, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.1546545978725421, "ret_signed_p1m": -0.1546545978725421, "alpha_spy_p1m": -0.1804315614419515, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.32425160203996306, "ret_signed_p3m": -0.32425160203996306, "alpha_spy_p3m": -0.3486170784573428, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.40941424186790254, "ret_signed_p6m": -0.40941424186790254, "alpha_spy_p6m": -0.5137824499612291, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [1.0344, 0.9618, 0.8979, 0.9795, 0.9841, 0.9209, 0.9711, 1.0518, 1.0517, 1.0983, 1.1209, 1.1752, 1.0481, 1.0888, 1.1657, 1.1948, 1.1131, 0.9585, 0.9155, 0.9287, 0.8092, 0.8789, 0.9136, 0.9145, 1.0161, 1.0642, 1.0547, 1.0678, 0.947, 0.9898, 0.9346, 0.5057, 0.7297, 0.6595, 0.5863, 0.5297, 0.482, 0.5731, 0.5249, 0.4799, 0.5247, 0.5557, 0.5829, 0.5328, 0.5184, 0.4258, 0.4448, 0.31, 0.2369, 0.2954, 0.2594, 0.3662, 0.4064, 0.32, 0.2933, 0.2597, 0.1822, 0.1042, 0.1266, 0.0987, 0.0256, -0.0296, 0.0148, 0.0, 0.0332, 0.0286, -0.0033, -0.0852, 0.0293, 0.0692, 0.0423, -0.0127, 0.0251, 0.1148, 0.0766, 0.0088, -0.0296, -0.0795, -0.0851, -0.1307, -0.1665, -0.1067, -0.1205, -0.1394, -0.1547, -0.186, -0.1709, -0.1629, -0.1672, -0.2106, -0.1551, -0.0661, 0.0006, -0.0047, -0.0468, -0.0616, -0.0733, -0.0847, -0.0005, -0.0168, -0.0667, -0.0619, -0.1221, -0.1688, -0.1326, -0.1488, -0.1459, -0.1651, -0.1454, -0.1512, -0.2078, -0.2402, -0.2911, -0.3103, -0.3209, -0.4192, -0.3448, -0.3603, -0.3794, -0.3939, -0.3733, -0.3532, -0.3229, -0.3336, -0.3511, -0.3536, -0.3243, -0.378, -0.3863, -0.2963, -0.3194, -0.3415, -0.3434, -0.3765, -0.3451, -0.362, -0.3856, -0.3952, -0.3786, -0.3773, -0.3757, -0.3698, -0.3113, -0.3144, -0.3497, -0.3659, -0.3688, -0.3795, -0.3686, -0.3589, -0.3957, -0.4165, -0.4232, -0.4271, -0.4117, -0.4323, -0.4161, -0.4163, -0.3743, -0.4054, -0.398, -0.3969, -0.4104, -0.4316, -0.4168, -0.3851, -0.386, -0.4111, -0.4079, -0.4105, -0.407, -0.406, -0.4114, -0.4146, -0.42, -0.4161, -0.4115, -0.4073, -0.3783, -0.3674, -0.3771, -0.3519, -0.3346, -0.3574, -0.3723, -0.3592, -0.3798, -0.4038, -0.4113, -0.4094]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 6, "ts": "2025-11-25T10:08:22+00:00", "symbol": "XMR-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "XMR - $750", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["XMR-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005136255515863386, "ret_signed_m1d": 0.005136255515863386, "alpha_spy_m1d": 0.014454598701659549, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03502575702069266, "ret_signed_p1d": 0.03502575702069266, "alpha_spy_p1d": 0.028122273570065692, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.03426126710535282, "ret_signed_p1w": 0.03426126710535282, "alpha_spy_p1w": 0.024617105180623433, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": 0.1312080899672734, "ret_signed_p1m": 0.1312080899672734, "alpha_spy_p1m": 0.105431126397864, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.1382091330014965, "ret_signed_p3m": -0.1382091330014965, "alpha_spy_p3m": -0.16257460941887625, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": 0.05114159147939934, "ret_signed_p6m": 0.05114159147939934, "alpha_spy_p6m": -0.05322661661392725, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [-0.3071, -0.3176, -0.3245, -0.2978, -0.2964, -0.2987, -0.2998, -0.307, -0.3071, -0.3013, -0.2974, -0.2621, -0.2053, -0.169, -0.2168, -0.2228, -0.2357, -0.2482, -0.2431, -0.2387, -0.2505, -0.2524, -0.2397, -0.2325, -0.1831, -0.1328, -0.1564, -0.193, -0.1729, -0.1341, -0.1105, -0.2338, -0.1913, -0.188, -0.1755, -0.217, -0.2431, -0.1942, -0.2072, -0.1895, -0.159, -0.1498, -0.1146, -0.1286, -0.1258, -0.1604, -0.13, -0.1023, -0.1202, -0.1055, -0.0662, -0.0431, 0.0053, -0.0401, 0.0065, 0.0058, 0.0176, 0.0565, 0.0494, -0.0503, -0.1183, -0.1263, 0.0051, 0.0, 0.035, 0.0643, 0.0687, 0.0547, 0.0343, 0.0613, 0.0464, 0.0384, -0.0274, 0.0082, 0.0425, 0.0584, 0.0542, 0.0649, 0.1139, 0.0856, 0.079, 0.1476, 0.2037, 0.1668, 0.1312, 0.1526, 0.1562, 0.1369, 0.1401, 0.126, 0.0904, 0.1036, 0.1349, 0.1462, 0.1341, 0.1741, 0.1719, 0.6496, 0.7677, 0.8542, 0.7619, 0.6109, 0.6172, 0.3079, 0.3556, 0.341, 0.3307, 0.1971, 0.2206, 0.2179, 0.1933, 0.1965, 0.0055, -0.0265, -0.0062, -0.24, -0.1644, -0.1296, -0.1036, -0.1005, -0.1285, -0.0847, -0.1516, -0.1345, -0.1417, -0.1214, -0.1382, -0.2014, -0.1649, -0.1047, -0.1096, -0.1222, -0.101, -0.114, -0.0771, -0.0593, -0.085, -0.1137, -0.0823, -0.084, -0.0897, -0.0683, -0.0298, -0.0421, -0.099, -0.1171, -0.0953, -0.0885, -0.1173, -0.1149, -0.1466, -0.1548, -0.165, -0.1344, -0.1253, -0.1525, -0.1801, -0.1522, -0.1043, -0.1535, -0.0979, -0.1056, -0.0987, -0.1051, -0.1037, -0.1074, -0.0949, -0.0815, 0.0007, -0.0469, -0.0148, -0.0426, -0.0123, -0.0173, -0.0223, -0.0129, -0.0143, 0.0557, 0.0706, 0.0804, 0.0388, 0.04, 0.0819, 0.0688, 0.0339, 0.0286, -0.0083, -0.0036, 0.0367, 0.0511]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 8, "ts": "2025-11-25T10:08:22+00:00", "symbol": "BNB-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BNB - $1800", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["BNB-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0026830864173581492, "ret_signed_m1d": 0.0026830864173581492, "alpha_spy_m1d": 0.012001429603154312, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.034387018330482855, "ret_signed_p1d": 0.034387018330482855, "alpha_spy_p1d": 0.027483534879855887, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.0173141128306582, "ret_signed_p1w": 0.0173141128306582, "alpha_spy_p1w": 0.007669950905928813, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.018383297776432328, "ret_signed_p1m": -0.018383297776432328, "alpha_spy_p1m": -0.04416026134584172, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.27426321319881986, "ret_signed_p3m": -0.27426321319881986, "alpha_spy_p3m": -0.2986286896161996, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.24740374680579047, "ret_signed_p6m": -0.24740374680579047, "alpha_spy_p6m": -0.35177195489911706, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.0142, 0.0014, -0.0189, -0.012, -0.0079, -0.0212, -0.0141, 0.0188, 0.0208, 0.0365, 0.0474, 0.073, 0.0671, 0.1086, 0.1487, 0.1389, 0.1415, 0.1518, 0.1797, 0.1818, 0.097, 0.1146, 0.1956, 0.1698, 0.1903, 0.2651, 0.3802, 0.4193, 0.5198, 0.5156, 0.4568, 0.2839, 0.5004, 0.4048, 0.3487, 0.3291, 0.2434, 0.2772, 0.2266, 0.2435, 0.3079, 0.2866, 0.322, 0.2796, 0.2843, 0.2511, 0.2631, 0.1513, 0.0879, 0.1135, 0.101, 0.149, 0.1506, 0.1115, 0.1054, 0.0765, 0.0617, 0.0515, 0.0816, 0.0389, 0.0049, -0.0372, 0.0027, 0.0, 0.0344, 0.0388, 0.0296, -0.0403, 0.0173, 0.0692, 0.044, 0.0256, 0.0412, 0.0426, 0.0377, 0.0279, 0.0229, -0.0041, 0.0148, -0.0222, -0.0381, -0.0072, -0.0049, -0.0213, -0.0184, -0.0379, -0.0324, -0.0127, -0.0018, 0.0013, 0.0011, 0.0217, 0.0565, 0.0643, 0.0433, 0.0344, 0.0387, 0.0502, 0.0932, 0.1009, 0.0798, 0.0875, 0.07, 0.0262, 0.0237, 0.0288, 0.0332, 0.0193, 0.0412, 0.0455, 0.0058, -0.0056, -0.1015, -0.1259, -0.1905, -0.2964, -0.2374, -0.2623, -0.2813, -0.2957, -0.2881, -0.2819, -0.2732, -0.2837, -0.2988, -0.2957, -0.2743, -0.3088, -0.3225, -0.2703, -0.274, -0.2878, -0.2608, -0.2648, -0.237, -0.2488, -0.2724, -0.264, -0.2555, -0.2443, -0.2436, -0.2392, -0.212, -0.2242, -0.2436, -0.2585, -0.2551, -0.2593, -0.2597, -0.2491, -0.2704, -0.2886, -0.2941, -0.2843, -0.2917, -0.3236, -0.3178, -0.3036, -0.2798, -0.3027, -0.3008, -0.2971, -0.2866, -0.2877, -0.2777, -0.2628, -0.2536, -0.2701, -0.2672, -0.26, -0.2591, -0.2618, -0.2728, -0.2758, -0.2839, -0.2866, -0.2862, -0.2777, -0.2688, -0.2488, -0.2611, -0.2472, -0.2229, -0.2292, -0.2212, -0.2136, -0.2204, -0.2541, -0.2583, -0.2474]}
{"unit_id": "orig:1993260463883157644", "ticker_idx": 9, "ts": "2025-11-25T10:08:22+00:00", "symbol": "KAS-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "KAS - $0.5", "tweet_type": "prediction", "timeline": "years", "summary": "Peak price targets for 2029 across 10 cryptos: BTC $190k, ETH $4800, XRP $10, SOL $600, DOGE $0.75, ADA $1.1, XMR $750, SUI $25, BNB $1800, KAS $0.5.", "resolved_tickers": ["KAS-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My peak targets for 2029:\n\nBTC - $190k\nETH - $4800\nXRP - $10\nSOL - $600\nDOGE - $0.75\nADA - $1.1\nXMR - $750\nSUI - $25\nBNB - $1800\nKAS - $0.5\n\nLet me know your targets 👇\n\nI’ll share my next market update soon, you’ll regret not f0llowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10504439886077521, "ret_signed_m1d": -0.10504439886077521, "alpha_spy_m1d": -0.09572605567497905, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.14191291087966706, "ret_signed_p1d": 0.14191291087966706, "alpha_spy_p1d": 0.1350094274290401, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.07939680243273672, "ret_signed_p1w": 0.07939680243273672, "alpha_spy_p1w": 0.06975264050800734, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": -0.11804631152689504, "ret_signed_p1m": -0.11804631152689504, "alpha_spy_p1m": -0.14382327509630444, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.38364566518375576, "ret_signed_p3m": -0.38364566518375576, "alpha_spy_p3m": -0.4080111416011355, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.3090577686505589, "ret_signed_p6m": -0.3090577686505589, "alpha_spy_p6m": -0.4134259767438855, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.7716, 0.6752, 0.6288, 0.6647, 0.6698, 0.6148, 0.5956, 0.6038, 0.5988, 0.6387, 0.7089, 0.7545, 0.6495, 0.7081, 0.7547, 0.7433, 0.6638, 0.5631, 0.5494, 0.5586, 0.4912, 0.5464, 0.5243, 0.4879, 0.5787, 0.6134, 0.5946, 0.5468, 0.4853, 0.4866, 0.4626, 0.0952, 0.2806, 0.2015, 0.1266, 0.0594, 0.0261, 0.0852, 0.0237, -0.0252, 0.0172, 0.0501, 0.1356, 0.1208, 0.1566, 0.0641, 0.0492, -0.0763, -0.1268, -0.0722, -0.0017, 0.0308, 0.0386, -0.022, -0.0203, -0.0419, -0.119, -0.1557, -0.1433, -0.1643, -0.2073, -0.2363, -0.105, 0.0, 0.1419, 0.1575, 0.1457, 0.0286, 0.0794, 0.1258, 0.0907, 0.0397, 0.0319, -0.0108, -0.0364, -0.0552, -0.0829, -0.1501, -0.1151, -0.1693, -0.198, -0.1438, -0.0772, -0.1078, -0.118, -0.1368, -0.1133, -0.1399, -0.1306, -0.1508, -0.1158, -0.0898, 0.0083, 0.0185, -0.0333, -0.0703, -0.0691, -0.0833, -0.0441, -0.0479, -0.0989, -0.1056, -0.1553, -0.2049, -0.1867, -0.2118, -0.2056, -0.2123, -0.2131, -0.2113, -0.2392, -0.2602, -0.344, -0.3675, -0.3856, -0.4644, -0.3669, -0.3747, -0.386, -0.3772, -0.379, -0.3639, -0.3625, -0.3691, -0.3853, -0.404, -0.3836, -0.413, -0.4231, -0.3901, -0.3795, -0.401, -0.3998, -0.3964, -0.3912, -0.397, -0.4036, -0.4052, -0.4009, -0.399, -0.3944, -0.3967, -0.3322, -0.2821, -0.2175, -0.2614, -0.2459, -0.3071, -0.2816, -0.2365, -0.2869, -0.3174, -0.3688, -0.3542, -0.3649, -0.3819, -0.3874, -0.3822, -0.3502, -0.3676, -0.3639, -0.3389, -0.3463, -0.3597, -0.3443, -0.3257, -0.2847, -0.3105, -0.3221, -0.3201, -0.3214, -0.3324, -0.3398, -0.3513, -0.3557, -0.3568, -0.3545, -0.339, -0.3189, -0.2773, -0.2997, -0.2789, -0.2006, -0.2466, -0.2635, -0.2566, -0.3049, -0.3114, -0.3332, -0.3091]}
{"unit_id": "orig:1979576156501455212", "ticker_idx": 0, "ts": "2025-10-18T15:51:49+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'll keep buying forever", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long BTC at multiple cost bases from $76 to $125K; committed to buying indefinitely.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I bought bitcoin at\n\n$76\n$145\n$600\n$1100\n$1900\n$2600\n$2950\n$3500\n$5700\n$8190\n$11200\n$15440\n$18000\n$22100\n$26000\n$29500\n$38000\n$43000\n$49000\n$58000\n$65000\n$69500\n$78000\n$88000\n$98000\n$112000\n$125000\n\n& i’ll keep buying forever.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.037265399318407666, "ret_signed_m1d": -0.037265399318407666, "alpha_spy_m1d": -0.026971980369343673, "alpha_c_m1d": null, "bench_spy_m1d": -0.010293418949063993, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.019098105646452646, "ret_signed_p1d": -0.019098105646452646, "alpha_spy_p1d": -0.01908320116497686, "alpha_c_p1d": null, "bench_spy_p1d": -1.4904481475785936e-05, "bench_c_p1d": null, "ret_p1w": 0.031923615207020584, "ret_signed_p1w": 0.031923615207020584, "alpha_spy_p1w": 0.011157923531182723, "alpha_c_p1w": null, "bench_spy_p1w": 0.02076569167583786, "bench_c_p1w": null, "ret_p1m": -0.15951013123417435, "ret_signed_p1m": -0.15951013123417435, "alpha_spy_p1m": -0.142796263994883, "alpha_c_p1m": null, "bench_spy_p1m": -0.016713867239291358, "bench_c_p1m": null, "ret_p3m": -0.1359787297878129, "ret_signed_p3m": -0.1359787297878129, "alpha_spy_p3m": -0.17021898710317018, "alpha_c_p3m": null, "bench_spy_p3m": 0.03424025731535729, "bench_c_p3m": null, "ret_p6m": -0.3292130633272162, "ret_signed_p6m": -0.3292130633272162, "alpha_spy_p6m": -0.3696037509340392, "alpha_c_p6m": null, "bench_spy_p6m": 0.04039068760682296, "bench_c_p6m": null, "price_path": [0.0738, 0.0703, 0.0637, 0.0663, 0.0663, 0.0655, 0.0467, 0.0247, 0.0405, 0.0321, 0.0401, 0.0625, 0.0552, 0.0736, 0.0867, 0.1153, 0.0703, 0.0616, 0.0512, 0.0203, 0.0333, 0.0165, 0.0568, -0.0042, 0.011, 0.0057, 0.0177, -0.0197, -0.0121, 0.0055, 0.0103, 0.0012, 0.0006, 0.0134, 0.0085, 0.0304, 0.0445, 0.0498, 0.0439, 0.0566, 0.0532, 0.0592, 0.0461, 0.0195, 0.0129, 0.0248, -0.0139, -0.0079, 0.0345, 0.0314, 0.0729, 0.0913, 0.1056, 0.1281, 0.0982, 0.1154, 0.1005, 0.0237, 0.0423, 0.0229, 0.0018, -0.0217, -0.0373, 0.0, -0.0191, -0.0262, -0.0047, 0.004, 0.0319, 0.0214, -0.0048, -0.0206, -0.0093, -0.0365, -0.0814, -0.0606, -0.084, -0.0653, -0.0415, -0.0686, -0.0807, -0.0985, -0.1464, -0.1672, -0.1595, -0.1729, -0.2166, -0.2306, -0.2018, -0.2102, -0.1815, -0.1746, -0.1779, -0.2194, -0.174, -0.1543, -0.1668, -0.1917, -0.1804, -0.1618, -0.1679, -0.1635, -0.1837, -0.2185, -0.2057, -0.221, -0.2272, -0.2033, -0.1998, -0.2096, -0.2078, -0.2112, -0.2106, -0.2121, -0.2004, -0.2087, -0.1976, -0.1867, -0.1511, -0.1525, -0.1743, -0.1769, -0.1815, -0.1754, -0.1381, -0.1235, -0.136, -0.1362, -0.1631, -0.2014, -0.1918, -0.191, -0.1907, -0.2018, -0.1943, -0.1935, -0.2354, -0.2393, -0.2885, -0.3161, -0.3397, -0.433, -0.362, -0.3659, -0.3779, -0.3942, -0.4012, -0.3774, -0.3775, -0.3897, -0.3993, -0.3945, -0.3851, -0.4157, -0.4206, -0.3855, -0.39, -0.4043, -0.3781, -0.3825, -0.3425, -0.3594, -0.3839, -0.3815, -0.3677, -0.3652, -0.3626, -0.3583, -0.3231, -0.3316, -0.3558, -0.3678, -0.3623, -0.3588, -0.3623, -0.3552, -0.378, -0.4001, -0.3969, -0.383, -0.3844, -0.3952, -0.3948, -0.3773, -0.3495, -0.3569, -0.351, -0.3401, -0.3265, -0.3292]}
{"unit_id": "orig:1993374625666146567", "ticker_idx": 0, "ts": "2025-11-25T17:42:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Your goal should be to own at least one bitcoin", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicit long BTC; author urges owning at least one bitcoin as a priority goal.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Your goals right now shouldn’t be to have a big house and fancy cars…\n\nYour goal should be to own at least one bitcoin.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010632605595718436, "ret_signed_m1d": 0.010632605595718436, "alpha_spy_m1d": 0.0199509487815146, "alpha_c_m1d": null, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03636830551491177, "ret_signed_p1d": 0.03636830551491177, "alpha_spy_p1d": 0.0294648220642848, "alpha_c_p1d": null, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": null, "ret_p1w": 0.04589221130109933, "ret_signed_p1w": 0.04589221130109933, "alpha_spy_p1w": 0.03624804937636994, "alpha_c_p1w": null, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": null, "ret_p1m": 0.0030921051807721867, "ret_signed_p1m": 0.0030921051807721867, "alpha_spy_p1m": -0.022684858388637208, "alpha_c_p1m": null, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": null, "ret_p3m": -0.2213882549556958, "ret_signed_p3m": -0.2213882549556958, "alpha_spy_p3m": -0.24575373137307555, "alpha_c_p3m": null, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": null, "ret_p6m": -0.11316582589146351, "ret_signed_p6m": -0.11316582589146351, "alpha_spy_p6m": -0.2175340339847901, "alpha_c_p6m": null, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": null, "price_path": [0.2886, 0.2412, 0.2508, 0.2732, 0.2791, 0.2677, 0.2669, 0.2831, 0.2769, 0.3047, 0.3225, 0.3293, 0.3218, 0.3378, 0.3335, 0.3411, 0.3246, 0.2909, 0.2825, 0.2975, 0.2485, 0.2561, 0.3098, 0.3059, 0.3584, 0.3817, 0.3999, 0.4283, 0.3905, 0.4123, 0.3934, 0.2962, 0.3198, 0.2951, 0.2684, 0.2387, 0.219, 0.2662, 0.242, 0.233, 0.2602, 0.2713, 0.3066, 0.2933, 0.2601, 0.24, 0.2543, 0.2199, 0.1631, 0.1895, 0.1598, 0.1835, 0.2136, 0.1792, 0.164, 0.1415, 0.0808, 0.0544, 0.0642, 0.0472, -0.0081, -0.0258, 0.0106, 0.0, 0.0364, 0.0451, 0.041, -0.0117, 0.0459, 0.0708, 0.055, 0.0234, 0.0378, 0.0613, 0.0536, 0.0592, 0.0335, -0.0106, 0.0057, -0.0137, -0.0215, 0.0087, 0.0131, 0.0008, 0.0031, -0.0012, -0.0005, -0.0023, 0.0125, 0.0019, 0.0159, 0.0298, 0.0749, 0.0731, 0.0454, 0.0422, 0.0363, 0.0441, 0.0914, 0.1098, 0.094, 0.0937, 0.0597, 0.0111, 0.0233, 0.0243, 0.0248, 0.0106, 0.0202, 0.0211, -0.0318, -0.0368, -0.0991, -0.1341, -0.164, -0.2821, -0.1922, -0.1972, -0.2124, -0.233, -0.2418, -0.2116, -0.2118, -0.2272, -0.2395, -0.2334, -0.2214, -0.2602, -0.2663, -0.2219, -0.2277, -0.2457, -0.2126, -0.2181, -0.1675, -0.1889, -0.2199, -0.2168, -0.1994, -0.1962, -0.1929, -0.1875, -0.1429, -0.1536, -0.1843, -0.1996, -0.1926, -0.1881, -0.1926, -0.1836, -0.2124, -0.2405, -0.2364, -0.2188, -0.2206, -0.2342, -0.2337, -0.2116, -0.1763, -0.1857, -0.1783, -0.1644, -0.1472, -0.1507, -0.1435, -0.1396, -0.117, -0.1313, -0.1258, -0.1046, -0.1039, -0.1132, -0.1142, -0.1258, -0.1324, -0.1264, -0.1049, -0.086, -0.0734, -0.0677, -0.0839, -0.0819, -0.0643, -0.0786, -0.0923, -0.072, -0.0948, -0.1189, -0.1213, -0.1132]}
{"unit_id": "orig:2041963552248836549", "ticker_idx": 0, "ts": "2026-04-08T19:37:03+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Extremely bullish on MSFT long term", "tweet_type": "prediction", "timeline": "years", "summary": "Extremely bullish on MSFT long term.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Extremely bullish on MSFT long term.\n\nJust look at this image. https://t.co/v1VbEZNS1p", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005449716394477666, "ret_signed_m1d": -0.005449716394477666, "alpha_spy_m1d": 0.019387251727223886, "alpha_c_m1d": 0.019387251727223886, "bench_spy_m1d": -0.024836968121701553, "bench_c_m1d": -0.024836968121701553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003365977272341003, "ret_signed_p1d": -0.003365977272341003, "alpha_spy_p1d": -0.009135068443429373, "alpha_c_p1d": -0.009135068443429373, "bench_spy_p1d": 0.00576909117108837, "bench_c_p1d": 0.00576909117108837, "ret_p1w": 0.09854940579446803, "ret_signed_p1w": 0.09854940579446803, "alpha_spy_p1w": 0.06315053250843805, "alpha_c_p1w": 0.06315053250843805, "bench_spy_p1w": 0.035398873286029975, "bench_c_p1w": 0.035398873286029975, "ret_p1m": 0.1240616474350007, "ret_signed_p1m": 0.1240616474350007, "alpha_spy_p1m": 0.041858711795800474, "alpha_c_p1m": 0.041858711795800474, "bench_spy_p1m": 0.08220293563920023, "bench_c_p1m": 0.08220293563920023, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2775, 0.2719, 0.2545, 0.2244, 0.2172, 0.2257, 0.2257, 0.2115, 0.1837, 0.2024, 0.2419, 0.2535, 0.2809, 0.2837, 0.1554, 0.1469, 0.1284, 0.096, 0.104, 0.0493, 0.0692, 0.1024, 0.1015, 0.0778, 0.071, 0.0697, 0.0697, 0.0578, 0.0651, 0.0645, 0.0612, 0.0271, 0.0392, 0.0702, 0.0732, 0.0492, 0.0647, 0.0791, 0.0825, 0.0971, 0.0925, 0.0937, 0.084, 0.0816, 0.0735, 0.0567, 0.0684, 0.067, 0.0466, 0.0392, 0.0201, 0.0232, -0.0042, -0.0088, -0.0223, -0.0469, -0.0411, -0.0111, -0.0133, -0.0023, -0.0023, -0.0039, -0.0054, 0.0, -0.0034, -0.0092, 0.0268, 0.0502, 0.0985, 0.1227, 0.1295, 0.1168, 0.1331, 0.1565, 0.1107, 0.1343, 0.1349, 0.1467, 0.1339, 0.0894, 0.1072, 0.105, 0.099, 0.1059, 0.1241, 0.109, 0.1024, 0.0893, 0.0825, 0.0938, 0.1271, 0.1315, 0.1151, 0.1248, 0.122, 0.1206, 0.1206, 0.1138, 0.1048, 0.1431, 0.2054, 0.2054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055949379744182685", "ticker_idx": 0, "ts": "2026-05-17T09:51:44+00:00", "symbol": "SBUX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A trader just made an enormous bet that SBUX is going to run much, MUCH higher in the next 32 days", "tweet_type": "analysis", "timeline": "days", "summary": "Massive $112M single-trade call position on SBUX $75 strike (June 18 expiry) signals a bet on a sharp move higher from $106.67.", "resolved_tickers": ["SBUX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "Someone just paid $112M for $SBUX calls.\n\nThis wasn't a series of small trades.\n\nIt was a single, MASSIVE options contract.\n\nFor the $75 calls that expire on June 18.\n\nThe stock is currently trading at $106.67.\n\nThey bought 35,341 contracts in one shot.\n\nOpen interest for that strike was only 69 contracts.\n\nThis is a brand new position, and it's gigantic.\n\nThe volume-to-open-interest ratio is over 512x.\n\nA trader just made an enormous bet that SBUX is going to run much, MUCH higher in the next 32 days.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00206380134945805, "ret_signed_m1d": 0.00206380134945805, "alpha_spy_m1d": 0.0013598705582742454, "alpha_c_m1d": 0.00025844470379432494, "bench_spy_m1d": 0.0007039307911838044, "bench_c_m1d": 0.0018053566456637249, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002063801349458161, "ret_signed_p1d": -0.002063801349458161, "alpha_spy_p1d": 0.004597058032784984, "alpha_c_p1d": 0.009026302836509625, "bench_spy_p1d": -0.006660859382243145, "bench_c_p1d": -0.011090104185967786, "ret_p1w": -0.03273919243645007, "ret_signed_p1w": -0.03273919243645007, "alpha_spy_p1w": -0.042202388812731084, "alpha_c_p1w": -0.05732654300260409, "bench_spy_p1w": 0.009463196376281013, "bench_c_p1w": 0.02458735056615402, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1069, -0.1066, -0.0908, -0.1161, -0.0999, -0.0867, -0.0853, -0.0858, -0.0976, -0.0983, -0.094, -0.0796, -0.0768, -0.0695, -0.0602, -0.054, -0.0657, -0.0753, -0.0877, -0.09, -0.1358, -0.1063, -0.1369, -0.1249, -0.1422, -0.1355, -0.1493, -0.1904, -0.1912, -0.1645, -0.1566, -0.1572, -0.1572, -0.1161, -0.1121, -0.0934, -0.0961, -0.0991, -0.0909, -0.0816, -0.0829, -0.0827, -0.0674, -0.0772, -0.0879, -0.0719, -0.0717, -0.0798, -0.0871, -0.0927, -0.0161, -0.0177, -0.0124, -0.021, -0.0213, -0.0073, -0.0277, -0.0214, -0.0138, -0.006, -0.0119, -0.0077, 0.0021, 0.0, -0.0021, -0.0009, -0.0232, -0.0327, -0.0327, -0.0486, -0.0422, -0.0549, -0.0698, -0.0698, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057154509923623339", "ticker_idx": 0, "ts": "2026-05-20T17:40:29+00:00", "symbol": "CEG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If the AI power trade is real, CEG is the blue-chip anchor", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long CEG, TLN, VST as the three core plays on AI power demand; hedge funds quietly accumulating all three.", "resolved_tickers": ["CEG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Everyone is fighting over GPUs.\n\nBut GPUs are useless without the one thing nobody is building enough of.\n\nPower.\n\n3 stocks own this trade.\n\nAnd hedge funds have been quietly stacking all three.\n\nHere they are:\n\n---\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nCEG Constellation Energy.\n\nThe largest nuclear operator in the US.\n\nSigned the Three Mile Island restart deal with Microsoft. 20-year PPA.\n\nThe first nuclear restart of its kind in modern history.\n\nIf the AI power trade is real, CEG is the blue-chip anchor.\n\n---\n\nTLN Talen Energy.\n\nIndependent power producer that owns the Susquehanna nuclear plant in PA.\n\nFirst mover on hyperscaler deals. Sold its data center campus to Amazon.\n\nProved big tech would pay a premium for behind-the-meter nuclear.\n\nThe catalyst that started the entire trade.\n\n---\n\nVST Vistra Corp.\n\nThe diversified one.\n\nBig Texas merchant power footprint plus nuclear via the Energy Harbor acquisition.\n\nNow operates four nuclear plants. Owns gas, nuclear, solar, and storage assets.\n\nLevered to AI demand and rising ERCOT power prices.\n\nThe torque play.\n\n---\n\nThe three faces of the same trade.\n\nYou don’t need to pick one.\n\nThe smart money already owns it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0732062704365557, "ret_signed_m1d": -0.0732062704365557, "alpha_spy_m1d": -0.06306121879237359, "alpha_c_m1d": -0.06306121879237359, "bench_spy_m1d": -0.010145051644182113, "bench_c_m1d": -0.010145051644182113, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016248228144658095, "ret_signed_p1d": 0.016248228144658095, "alpha_spy_p1d": 0.014265131074674864, "alpha_c_p1d": 0.014265131074674864, "bench_spy_p1d": 0.0019830970699832307, "bench_c_p1d": 0.0019830970699832307, "ret_p1w": 0.02638122254329489, "ret_signed_p1w": 0.02638122254329489, "alpha_spy_p1w": 0.01395623505910426, "alpha_c_p1w": 0.01395623505910426, "bench_spy_p1w": 0.01242498748419063, "bench_c_p1w": 0.01242498748419063, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0453, 0.0416, 0.1084, 0.1552, 0.1471, 0.1695, 0.1598, 0.1517, 0.1446, 0.1772, 0.1311, 0.1466, 0.1256, 0.0674, 0.0705, 0.0713, 0.0848, 0.0923, 0.1261, 0.1234, 0.001, 0.0286, 0.0467, 0.0768, 0.0479, 0.0703, 0.06, -0.0087, -0.0079, -0.0315, -0.0315, -0.0232, -0.0324, 0.0091, -0.0051, 0.0171, 0.0356, 0.0529, 0.0463, 0.0619, 0.0515, 0.0208, -0.0142, 0.0194, 0.0393, 0.113, 0.1188, 0.0852, 0.0543, 0.1111, 0.0927, 0.1397, 0.1375, 0.1458, 0.105, 0.0779, 0.0639, 0.0423, -0.0242, -0.0229, -0.05, -0.0685, -0.0732, 0.0, 0.0162, 0.0455, 0.0455, 0.0722, 0.0264, 0.018, 0.0231, 0.0231, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057154509923623339", "ticker_idx": 1, "ts": "2026-05-20T17:40:29+00:00", "symbol": "TLN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The catalyst that started the entire trade", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long CEG, TLN, VST as the three core plays on AI power demand; hedge funds quietly accumulating all three.", "resolved_tickers": ["TLN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Everyone is fighting over GPUs.\n\nBut GPUs are useless without the one thing nobody is building enough of.\n\nPower.\n\n3 stocks own this trade.\n\nAnd hedge funds have been quietly stacking all three.\n\nHere they are:\n\n---\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nCEG Constellation Energy.\n\nThe largest nuclear operator in the US.\n\nSigned the Three Mile Island restart deal with Microsoft. 20-year PPA.\n\nThe first nuclear restart of its kind in modern history.\n\nIf the AI power trade is real, CEG is the blue-chip anchor.\n\n---\n\nTLN Talen Energy.\n\nIndependent power producer that owns the Susquehanna nuclear plant in PA.\n\nFirst mover on hyperscaler deals. Sold its data center campus to Amazon.\n\nProved big tech would pay a premium for behind-the-meter nuclear.\n\nThe catalyst that started the entire trade.\n\n---\n\nVST Vistra Corp.\n\nThe diversified one.\n\nBig Texas merchant power footprint plus nuclear via the Energy Harbor acquisition.\n\nNow operates four nuclear plants. Owns gas, nuclear, solar, and storage assets.\n\nLevered to AI demand and rising ERCOT power prices.\n\nThe torque play.\n\n---\n\nThe three faces of the same trade.\n\nYou don’t need to pick one.\n\nThe smart money already owns it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08677345663453462, "ret_signed_m1d": -0.08677345663453462, "alpha_spy_m1d": -0.0766284049903525, "alpha_c_m1d": -0.0766284049903525, "bench_spy_m1d": -0.010145051644182113, "bench_c_m1d": -0.010145051644182113, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04650763493193444, "ret_signed_p1d": 0.04650763493193444, "alpha_spy_p1d": 0.04452453786195121, "alpha_c_p1d": 0.04452453786195121, "bench_spy_p1d": 0.0019830970699832307, "bench_c_p1d": 0.0019830970699832307, "ret_p1w": 0.10253732857339659, "ret_signed_p1w": 0.10253732857339659, "alpha_spy_p1w": 0.09011234108920596, "alpha_c_p1w": 0.09011234108920596, "bench_spy_p1w": 0.01242498748419063, "bench_c_p1w": 0.01242498748419063, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1097, 0.0679, 0.0894, 0.1364, 0.1324, 0.077, 0.0255, -0.0089, -0.0229, -0.0279, -0.0694, -0.0271, -0.0374, -0.082, -0.0958, -0.0822, -0.078, -0.0503, -0.017, -0.0127, -0.1204, -0.0971, -0.0833, -0.0469, -0.0619, -0.0578, -0.0912, -0.0732, -0.0476, -0.049, -0.049, -0.0591, -0.0418, -0.0459, -0.092, -0.0671, -0.0534, 0.0038, 0.0257, 0.0521, 0.0606, 0.0052, -0.0427, -0.0149, 0.0023, 0.0577, 0.0732, 0.0485, 0.0216, 0.0812, 0.0804, 0.1166, 0.1174, 0.1902, 0.1338, 0.1217, 0.1132, 0.0875, 0.0191, 0.0244, -0.0297, -0.0588, -0.0868, 0.0, 0.0465, 0.0813, 0.0813, 0.1293, 0.1025, 0.1074, 0.1229, 0.1229, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057154509923623339", "ticker_idx": 2, "ts": "2026-05-20T17:40:29+00:00", "symbol": "VST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Levered to AI demand and rising ERCOT power prices. The torque play", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long CEG, TLN, VST as the three core plays on AI power demand; hedge funds quietly accumulating all three.", "resolved_tickers": ["VST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Everyone is fighting over GPUs.\n\nBut GPUs are useless without the one thing nobody is building enough of.\n\nPower.\n\n3 stocks own this trade.\n\nAnd hedge funds have been quietly stacking all three.\n\nHere they are:\n\n---\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nCEG Constellation Energy.\n\nThe largest nuclear operator in the US.\n\nSigned the Three Mile Island restart deal with Microsoft. 20-year PPA.\n\nThe first nuclear restart of its kind in modern history.\n\nIf the AI power trade is real, CEG is the blue-chip anchor.\n\n---\n\nTLN Talen Energy.\n\nIndependent power producer that owns the Susquehanna nuclear plant in PA.\n\nFirst mover on hyperscaler deals. Sold its data center campus to Amazon.\n\nProved big tech would pay a premium for behind-the-meter nuclear.\n\nThe catalyst that started the entire trade.\n\n---\n\nVST Vistra Corp.\n\nThe diversified one.\n\nBig Texas merchant power footprint plus nuclear via the Energy Harbor acquisition.\n\nNow operates four nuclear plants. Owns gas, nuclear, solar, and storage assets.\n\nLevered to AI demand and rising ERCOT power prices.\n\nThe torque play.\n\n---\n\nThe three faces of the same trade.\n\nYou don’t need to pick one.\n\nThe smart money already owns it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06451384226481116, "ret_signed_m1d": -0.06451384226481116, "alpha_spy_m1d": -0.05436879062062905, "alpha_c_m1d": -0.05436879062062905, "bench_spy_m1d": -0.010145051644182113, "bench_c_m1d": -0.010145051644182113, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03527779049343538, "ret_signed_p1d": 0.03527779049343538, "alpha_spy_p1d": 0.03329469342345215, "alpha_c_p1d": 0.03329469342345215, "bench_spy_p1d": 0.0019830970699832307, "bench_c_p1d": 0.0019830970699832307, "ret_p1w": 0.11215273539225268, "ret_signed_p1w": 0.11215273539225268, "alpha_spy_p1w": 0.09972774790806205, "alpha_c_p1w": 0.09972774790806205, "bench_spy_p1w": 0.01242498748419063, "bench_c_p1w": 0.01242498748419063, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1887, 0.1637, 0.1902, 0.2161, 0.2262, 0.2059, 0.1511, 0.1214, 0.1329, 0.1609, 0.1002, 0.1347, 0.1401, 0.1038, 0.1067, 0.1023, 0.1234, 0.1396, 0.1798, 0.1607, 0.014, 0.0506, 0.0606, 0.0522, 0.0576, 0.0797, 0.0246, 0.044, 0.0692, 0.0499, 0.0499, 0.0527, 0.0672, 0.0826, 0.0608, 0.0745, 0.0986, 0.1387, 0.1315, 0.1495, 0.1351, 0.1083, 0.0758, 0.0819, 0.0892, 0.1413, 0.1568, 0.1189, 0.068, 0.0961, 0.0783, 0.117, 0.1138, 0.0992, 0.0691, 0.0258, 0.0559, 0.0199, -0.0097, -0.0146, -0.03, -0.0503, -0.0645, 0.0, 0.0353, 0.0852, 0.0852, 0.1428, 0.1122, 0.1131, 0.1127, 0.1127, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044043755242529231", "ticker_idx": 0, "ts": "2026-04-14T13:23:02+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Micro Cap is starting to look nice", "tweet_type": "prediction", "timeline": "years", "summary": "Endorsing the buy of Microsoft for a 2-3 year hold; bullish on recent weakness.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "The Micro Cap is starting to look nice", "reply_text": null, "parent_text": null, "quoted_text": "Bought some Microsoft because it turned into a Micro Cap\n\nI’ll hold for 2-3 years", "parent_author": null, "ret_m1d": -0.022232934318967223, "ret_signed_m1d": -0.022232934318967223, "alpha_spy_m1d": -0.010194737558595679, "alpha_c_m1d": -0.010194737558595679, "bench_spy_m1d": -0.012038196760371545, "bench_c_m1d": -0.012038196760371545, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.046068533854630056, "ret_signed_p1d": 0.046068533854630056, "alpha_spy_p1d": 0.03817753898759113, "alpha_c_p1d": 0.03817753898759113, "bench_spy_p1d": 0.007890994867038925, "bench_c_p1d": 0.007890994867038925, "ret_p1w": 0.07898556582134386, "ret_signed_p1w": 0.07898556582134386, "alpha_spy_p1w": 0.06513308358649716, "alpha_c_p1w": 0.06513308358649716, "bench_spy_p1w": 0.013852482234846697, "bench_c_p1w": 0.013852482234846697, "ret_p1m": 0.03078019687730804, "ret_signed_p1m": 0.03078019687730804, "alpha_spy_p1m": -0.03812222237213514, "alpha_c_p1m": -0.03812222237213514, "bench_spy_p1m": 0.06890241924944318, "bench_c_p1m": 0.06890241924944318, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.159, 0.1671, 0.1671, 0.1536, 0.1272, 0.145, 0.1826, 0.1936, 0.2197, 0.2224, 0.1002, 0.0921, 0.0745, 0.0437, 0.0512, -0.0009, 0.0181, 0.0497, 0.0489, 0.0263, 0.0199, 0.0186, 0.0186, 0.0072, 0.0142, 0.0136, 0.0105, -0.022, -0.0105, 0.0191, 0.0219, -0.0009, 0.0138, 0.0275, 0.0308, 0.0447, 0.0403, 0.0415, 0.0322, 0.0299, 0.0223, 0.0062, 0.0174, 0.016, -0.0034, -0.0104, -0.0286, -0.0257, -0.0518, -0.0561, -0.069, -0.0924, -0.0869, -0.0584, -0.0604, -0.05, -0.05, -0.0515, -0.053, -0.0478, -0.051, -0.0566, -0.0222, 0.0, 0.0461, 0.0691, 0.0755, 0.0635, 0.079, 0.1013, 0.0576, 0.0802, 0.0807, 0.0919, 0.0797, 0.0373, 0.0543, 0.0522, 0.0465, 0.053, 0.0704, 0.056, 0.0497, 0.0373, 0.0308, 0.0415, 0.0733, 0.0774, 0.0618, 0.0711, 0.0684, 0.0671, 0.0671, 0.0606, 0.052, 0.0885, 0.1478, 0.1478, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1980152095035818126", "ticker_idx": 0, "ts": "2025-10-20T06:00:23+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin is never gonna drop under $100k, this time is different… We all know what happens next. Soon.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish BTC; mocks overconfident bulls citing ETFs/president/reserves and implies a drop incoming.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Overconfidence is real.\n\n\"Bitcoin is never gonna drop under $100k, this time is different\"\n\n\"The ETFs, the president, the strategic reserves\"\n\nWe all know what happens next.\n\nSoon.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.037265399318407666, "ret_signed_m1d": 0.037265399318407666, "alpha_spy_m1d": 0.026971980369343673, "alpha_c_m1d": null, "bench_spy_m1d": -0.010293418949063993, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.019098105646452646, "ret_signed_p1d": 0.019098105646452646, "alpha_spy_p1d": 0.01908320116497686, "alpha_c_p1d": null, "bench_spy_p1d": -1.4904481475785936e-05, "bench_c_p1d": null, "ret_p1w": 0.031923615207020584, "ret_signed_p1w": -0.031923615207020584, "alpha_spy_p1w": -0.011157923531182723, "alpha_c_p1w": null, "bench_spy_p1w": 0.02076569167583786, "bench_c_p1w": null, "ret_p1m": -0.15951013123417435, "ret_signed_p1m": 0.15951013123417435, "alpha_spy_p1m": 0.142796263994883, "alpha_c_p1m": null, "bench_spy_p1m": -0.016713867239291358, "bench_c_p1m": null, "ret_p3m": -0.1359787297878129, "ret_signed_p3m": 0.1359787297878129, "alpha_spy_p3m": 0.17021898710317018, "alpha_c_p3m": null, "bench_spy_p3m": 0.03424025731535729, "bench_c_p3m": null, "ret_p6m": -0.3292130633272162, "ret_signed_p6m": 0.3292130633272162, "alpha_spy_p6m": 0.3696037509340392, "alpha_c_p6m": null, "bench_spy_p6m": 0.04039068760682296, "bench_c_p6m": null, "price_path": [0.0738, 0.0703, 0.0637, 0.0663, 0.0663, 0.0655, 0.0467, 0.0247, 0.0405, 0.0321, 0.0401, 0.0625, 0.0552, 0.0736, 0.0867, 0.1153, 0.0703, 0.0616, 0.0512, 0.0203, 0.0333, 0.0165, 0.0568, -0.0042, 0.011, 0.0057, 0.0177, -0.0197, -0.0121, 0.0055, 0.0103, 0.0012, 0.0006, 0.0134, 0.0085, 0.0304, 0.0445, 0.0498, 0.0439, 0.0566, 0.0532, 0.0592, 0.0461, 0.0195, 0.0129, 0.0248, -0.0139, -0.0079, 0.0345, 0.0314, 0.0729, 0.0913, 0.1056, 0.1281, 0.0982, 0.1154, 0.1005, 0.0237, 0.0423, 0.0229, 0.0018, -0.0217, -0.0373, 0.0, -0.0191, -0.0262, -0.0047, 0.004, 0.0319, 0.0214, -0.0048, -0.0206, -0.0093, -0.0365, -0.0814, -0.0606, -0.084, -0.0653, -0.0415, -0.0686, -0.0807, -0.0985, -0.1464, -0.1672, -0.1595, -0.1729, -0.2166, -0.2306, -0.2018, -0.2102, -0.1815, -0.1746, -0.1779, -0.2194, -0.174, -0.1543, -0.1668, -0.1917, -0.1804, -0.1618, -0.1679, -0.1635, -0.1837, -0.2185, -0.2057, -0.221, -0.2272, -0.2033, -0.1998, -0.2096, -0.2078, -0.2112, -0.2106, -0.2121, -0.2004, -0.2087, -0.1976, -0.1867, -0.1511, -0.1525, -0.1743, -0.1769, -0.1815, -0.1754, -0.1381, -0.1235, -0.136, -0.1362, -0.1631, -0.2014, -0.1918, -0.191, -0.1907, -0.2018, -0.1943, -0.1935, -0.2354, -0.2393, -0.2885, -0.3161, -0.3397, -0.433, -0.362, -0.3659, -0.3779, -0.3942, -0.4012, -0.3774, -0.3775, -0.3897, -0.3993, -0.3945, -0.3851, -0.4157, -0.4206, -0.3855, -0.39, -0.4043, -0.3781, -0.3825, -0.3425, -0.3594, -0.3839, -0.3815, -0.3677, -0.3652, -0.3626, -0.3583, -0.3231, -0.3316, -0.3558, -0.3678, -0.3623, -0.3588, -0.3623, -0.3552, -0.378, -0.4001, -0.3969, -0.383, -0.3844, -0.3952, -0.3948, -0.3773, -0.3495, -0.3569, -0.351, -0.3401, -0.3265, -0.3292]}
{"unit_id": "orig:1996556792445243466", "ticker_idx": 0, "ts": "2025-12-04T12:26:48+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a lot of today's 'AI darlings', including Palantir, are basically doing overpriced consulting with AI branding slapped on top, making their huge valuations tough to defend", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Relays Burry's bearish view: AI darlings like Palantir are overvalued consulting plays; Bitcoin is worthless.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "🚨 MICHAEL BURRY SAYS THE AI 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{"unit_id": "orig:1996556792445243466", "ticker_idx": 1, "ts": "2025-12-04T12:26:48+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "took a shot at Bitcoin, calling it worthless, tied to shady activity, and 'the tulip bulb of our time'", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Relays Burry's bearish view: AI darlings like Palantir are overvalued consulting plays; Bitcoin is worthless.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 MICHAEL BURRY SAYS THE AI BUBBLE COULD POP SOON\n\nMichael Burry is sounding the alarm again, this time on AI.\n\nOn Michael Lewis’s podcast, he said the current AI boom reminds him of the dot-com era, where stocks topped out years before actual tech spending did.\n\nAccording to him, a lot of today’s “AI darlings”, including Palantir, are basically doing overpriced consulting with AI branding slapped on top, making their huge valuations tough to defend.\n\nBurry thinks the unwind could be slow and painful because so many passive index funds are overloaded with the same AI names.\n\nHis view: a lot of these stocks are overheated, while sectors like health care are being ignored.\n\nHe also took a shot at Bitcoin, calling it worthless, tied to shady activity, and “the tulip bulb of our time.”\n\nWhether he’s early, right, or both… we’re about to find out.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015044011731939921, "ret_signed_m1d": -0.015044011731939921, "alpha_spy_m1d": -0.01577453383326055, "alpha_c_m1d": null, "bench_spy_m1d": -0.0007305221013206298, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.029887330373216225, "ret_signed_p1d": 0.029887330373216225, "alpha_spy_p1d": 0.03178686721592572, "alpha_c_p1d": null, "bench_spy_p1d": 0.0018995368427094927, "bench_c_p1d": null, "ret_p1w": 0.0040124204180249645, "ret_signed_p1w": -0.0040124204180249645, "alpha_spy_p1w": 0.00297189107050011, "alpha_c_p1w": null, "bench_spy_p1w": 0.0069843114885250746, "bench_c_p1w": null, "ret_p1m": -0.023842966601685167, "ret_signed_p1m": 0.023842966601685167, "alpha_spy_p1m": 0.0250100081710386, "alpha_c_p1m": null, "bench_spy_p1m": 0.001167041569353433, "bench_c_p1m": null, "ret_p3m": -0.25881871046337634, "ret_signed_p3m": 0.25881871046337634, "alpha_spy_p3m": 0.25582388376169485, "alpha_c_p3m": null, "bench_spy_p3m": -0.0029948267016814967, "bench_c_p3m": null, "ret_p6m": -0.2036983997460431, "ret_signed_p6m": 0.2036983997460431, "alpha_spy_p6m": 0.31532684068900396, "alpha_c_p6m": null, "bench_spy_p6m": 0.11162844094296087, "bench_c_p6m": null, "price_path": [0.2163, 0.2104, 0.2367, 0.2536, 0.26, 0.2529, 0.2681, 0.264, 0.2713, 0.2556, 0.2236, 0.2157, 0.2299, 0.1835, 0.1907, 0.2416, 0.2378, 0.2877, 0.3097, 0.3269, 0.3539, 0.3181, 0.3388, 0.3209, 0.2287, 0.251, 0.2277, 0.2023, 0.1741, 0.1555, 0.2002, 0.1773, 0.1687, 0.1946, 0.205, 0.2385, 0.2259, 0.1944, 0.1754, 0.189, 0.1563, 0.1025, 0.1275, 0.0994, 0.1219, 0.1504, 0.1178, 0.1033, 0.082, 0.0245, -0.0005, 0.0088, -0.0073, -0.0598, -0.0765, -0.042, -0.0521, -0.0176, -0.0093, -0.0133, -0.0632, -0.0086, 0.015, 0.0, -0.0299, -0.0163, 0.006, -0.0013, 0.004, -0.0203, -0.0621, -0.0466, -0.0651, -0.0725, -0.0438, -0.0396, -0.0513, -0.0492, -0.0533, -0.0525, -0.0543, -0.0403, -0.0503, -0.037, -0.0238, 0.0189, 0.0172, -0.009, -0.0121, -0.0177, -0.0103, 0.0345, 0.052, 0.037, 0.0367, 0.0045, -0.0416, -0.03, -0.0291, -0.0286, -0.042, -0.033, -0.0321, -0.0823, -0.087, -0.146, -0.1792, -0.2075, -0.3195, -0.2343, -0.239, -0.2534, -0.2729, -0.2813, -0.2527, -0.2529, -0.2675, -0.2791, -0.2733, -0.2619, -0.2987, -0.3045, -0.2624, -0.2679, -0.285, -0.2536, -0.2588, -0.2109, -0.2312, -0.2605, -0.2576, -0.2411, -0.2381, -0.2349, -0.2298, -0.1875, -0.1977, -0.2268, -0.2412, -0.2346, -0.2304, -0.2347, -0.2261, -0.2534, -0.28, -0.2762, -0.2595, -0.2612, -0.2741, -0.2736, -0.2527, -0.2192, -0.2281, -0.2211, -0.208, -0.1916, -0.1949, -0.1882, -0.1844, -0.163, -0.1766, -0.1714, -0.1513, -0.1506, -0.1594, -0.1604, -0.1714, -0.1776, -0.1719, -0.1515, -0.1336, -0.1217, -0.1163, -0.1317, -0.1297, -0.113, -0.1266, -0.1396, -0.1204, -0.1419, -0.1648, -0.167, -0.1594, -0.1585, -0.1807, -0.1613, -0.1771, -0.1931, -0.2019, -0.2037]}
{"unit_id": "quote:1992176251222585401", "ticker_idx": 0, "ts": "2025-11-22T10:20:05+00:00", "symbol": "ZEC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "short $ZEC @ $717", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short ZEC at $717; author claims three opportunities above ~$700 and touts the call.", "resolved_tickers": ["ZEC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "You literally had 3 opportunities to short ZEC above ~$700 and you ignored?\n\nThere’s a reason 99% of crypto people are still poor, and will stay poor.\n\nI’m just built different.\n\nNext call soon, you’ll regret not following with bell. https://t.co/GbPsF1heSX", "reply_text": null, "parent_text": null, "quoted_text": "short $ZEC @ $717", "parent_author": null, "ret_m1d": 0.05391845874997925, "ret_signed_m1d": -0.05391845874997925, "alpha_spy_m1d": -0.06842347364794688, "alpha_c_m1d": null, "bench_spy_m1d": -0.014505014897967627, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.014194947574379224, "ret_signed_p1d": 0.014194947574379224, "alpha_spy_p1d": 0.02360093901643512, "alpha_c_p1d": null, "bench_spy_p1d": 0.009405991442055894, "bench_c_p1d": null, "ret_p1w": -0.34094741031043085, "ret_signed_p1w": 0.34094741031043085, "alpha_spy_p1w": 0.3582040125090389, "alpha_c_p1w": null, "bench_spy_p1w": 0.01725660219860803, "bench_c_p1w": null, "ret_p1m": -0.19728149997426137, "ret_signed_p1m": 0.19728149997426137, "alpha_spy_p1m": 0.2290774465117562, "alpha_c_p1m": null, "bench_spy_p1m": 0.031795946537494846, "bench_c_p1m": null, "ret_p3m": -0.49538914978752147, "ret_signed_p3m": 0.49538914978752147, "alpha_spy_p3m": 0.521965736245989, "alpha_c_p3m": null, "bench_spy_p3m": 0.0265765864584675, "bench_c_p3m": null, "ret_p6m": 0.1048560601911519, "ret_signed_p6m": -0.1048560601911519, "alpha_spy_p6m": -0.0014094302178233598, "alpha_c_p6m": null, "bench_spy_p6m": 0.10344662997332854, "bench_c_p6m": null, "price_path": [-0.9188, -0.9182, -0.9226, -0.9221, -0.92, -0.9199, -0.9215, -0.9209, -0.9023, -0.907, -0.9077, -0.9076, -0.9043, -0.9038, -0.901, -0.9013, -0.9028, -0.9058, -0.9063, -0.894, -0.8868, -0.8952, -0.8916, -0.8612, -0.8566, -0.7688, -0.7473, -0.7542, -0.6992, -0.7532, -0.6612, -0.5885, -0.5601, -0.5191, -0.5228, -0.5573, -0.6079, -0.5807, -0.4836, -0.4939, -0.5392, -0.5322, -0.4781, -0.3422, -0.3918, -0.3232, -0.3343, -0.2199, -0.165, -0.145, -0.0802, 0.0277, 0.2378, 0.0001, -0.1467, -0.0237, 0.0033, 0.1621, 0.1809, 0.2023, 0.298, 0.2622, 0.0539, 0.0, -0.0142, 0.0138, -0.0569, -0.1297, -0.3409, -0.396, -0.3464, -0.294, -0.3059, -0.2193, -0.167, -0.2209, -0.1323, -0.1213, -0.2042, -0.2244, -0.2749, -0.2534, -0.1449, -0.1686, -0.1973, -0.1363, -0.1567, -0.1377, 0.0409, 0.0176, -0.013, 0.0109, -0.0601, -0.0309, -0.0334, -0.0953, -0.1888, -0.196, -0.2169, -0.2213, -0.1383, -0.2021, -0.2077, -0.2892, -0.3278, -0.3162, -0.2973, -0.2924, -0.2926, -0.2312, -0.2868, -0.3212, -0.3462, -0.4317, -0.4803, -0.5161, -0.6075, -0.5374, -0.5378, -0.5502, -0.537, -0.5515, -0.4845, -0.4342, -0.4295, -0.4914, -0.4954, -0.5016, -0.5425, -0.5323, -0.53, -0.541, -0.5781, -0.5691, -0.5739, -0.531, -0.5631, -0.5955, -0.5885, -0.5712, -0.5901, -0.5989, -0.5995, -0.4639, -0.4764, -0.521, -0.5476, -0.5483, -0.5601, -0.5335, -0.5545, -0.5724, -0.5853, -0.5657, -0.5215, -0.5165, -0.5362, -0.549, -0.5156, -0.3845, -0.3782, -0.291, -0.2785, -0.2918, -0.3183, -0.3342, -0.3456, -0.3663, -0.3995, -0.3903, -0.3894, -0.3411, -0.3074, -0.315, -0.3537, -0.3697, -0.3242, -0.259, -0.1848, -0.0055, 0.0679, 0.1013, 0.1808, 0.0725, 0.0984, 0.0096, 0.0781, -0.0084, 0.0797, 0.1049]}
{"unit_id": "orig:1996262209253417318", "ticker_idx": 0, "ts": "2025-12-03T16:56:14+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Forced deleveraging across risk assets… Crypto acting as the early warning siren, not the safe haven… Bitcoin isn't a hedge against monetary chaos. Bitcoin benefited from it.", "tweet_type": "analysis", "timeline": "months", "summary": "BOJ rate-hike cycle will force yen carry trade unwind, smashing BTC and pressuring US Treasuries as Japan repatriates capital.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 BIGGEST FINANCIAL CHEAT CODE OF THE LAST 30 YEARS JUST GOT PATCHED.\n\nFor three decades, Japan basically handed the world the cheapest money ever created.\n\nNear-zero rates. Endless liquidity. Borrow in yen for free, throw it into anything with a pulse.\n\nStocks, bonds, real estate, crypto, whatever.\n\nThat chapter ended this week.\n\nJapanese 10-year yields just touched 1.86%, highest since 2008.\n\nBOJ is hinting at a December rate hike. Odds? 76%.\n\nAnd Bitcoin, the “digital gold,” the “hedge,” the “chaos insurance”, nuked right alongside the yen.\n\nNot because of FUD.\nNot because of ETFs.\n\nBecause the $20 trillion yen carry trade that quietly juiced global markets for 30 years is finally snapping back.\n\nTHE RECEIPTS:\n\n– $4.5T: Japan’s foreign portfolio positions\n– $1.1T: US Treasuries held by Japan\n– $646M: Crypto liquidations in HOURS\n– Bitcoin sliding from $97K to $86K in a blink\n\nTHE PART NOBODY WANTS TO ADMIT:\n\nBitcoin isn’t a hedge against monetary chaos.\nBitcoin benefited from it.\n\nIt’s been a leveraged bet on Japan keeping rates at zero forever.\n\nWhen the biggest creditor nation on the planet starts pulling money back home, the riskiest stuff, crypto, tech, high beta, gets smoked first.\n\nWe saw the preview in August 2024.\nOne tiny BOJ move erased half a trillion in global value.\n\nDecember 2025 might be the actual boss fight.\n\nWHAT’S COMING IF BOJ KEEPS GOING:\n\n– Forced deleveraging across risk assets\n– Stress in Treasuries as Japan sells\n– Dollar volatility as carry trades unwind\n– Crypto acting as the early warning siren, not the safe haven\n\nTHE REALITY CHECK:\n\nWe’re watching the end of a 30-year global subsidy nobody wanted to talk about.\n\nThose artificially low Japanese rates inflated every bubble of your lifetime.\n\nThat scaffolding is being ripped away, in real time.\n\nBitcoin moving tick-for-tick with the yen isn’t a glitch.\n\nIt’s the mask falling off.\n\nWhen it’s time to exit the markets completely, i’ll share it here for the whole world to see.\n\nMany people will wish they followed me sooner.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.023282932490246266, "ret_signed_m1d": 0.023282932490246266, "alpha_spy_m1d": 0.01983211407983787, "alpha_c_m1d": null, "bench_spy_m1d": -0.003450818410408396, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.014821043775501641, "ret_signed_p1d": 0.014821043775501641, "alpha_spy_p1d": 0.015552099929500018, "alpha_c_p1d": null, "bench_spy_p1d": 0.0007310561539983773, "bench_c_p1d": null, "ret_p1w": -0.01611135191331392, "ret_signed_p1w": 0.01611135191331392, "alpha_spy_p1w": 0.021492356031731608, "alpha_c_p1w": null, "bench_spy_p1w": 0.005381004118417687, "bench_c_p1w": null, "ret_p1m": -0.0512769473048581, "ret_signed_p1m": 0.0512769473048581, "alpha_spy_p1m": 0.051342737870957555, "alpha_c_p1m": null, "bench_spy_p1m": 6.57905660994551e-05, "bench_c_p1m": null, "ret_p3m": -0.26464807131635903, "ret_signed_p3m": 0.26464807131635903, "alpha_spy_p3m": 0.2712546827745983, "alpha_c_p3m": null, "bench_spy_p3m": 0.006606611458239264, "bench_c_p3m": null, "ret_p6m": -0.21374659724769351, "ret_signed_p6m": 0.21374659724769351, "alpha_spy_p6m": 0.3234230611438862, "alpha_c_p6m": null, "bench_spy_p6m": 0.10967646389619268, "bench_c_p6m": null, "price_path": [0.1831, 0.1983, 0.1925, 0.2184, 0.235, 0.2414, 0.2343, 0.2493, 0.2453, 0.2524, 0.2369, 0.2055, 0.1977, 0.2117, 0.166, 0.1731, 0.2232, 0.2195, 0.2686, 0.2903, 0.3073, 0.3339, 0.2986, 0.3189, 0.3013, 0.2105, 0.2325, 0.2095, 0.1845, 0.1567, 0.1384, 0.1824, 0.1598, 0.1514, 0.1769, 0.1872, 0.2202, 0.2077, 0.1767, 0.158, 0.1714, 0.1392, 0.0862, 0.1108, 0.0831, 0.1053, 0.1333, 0.1012, 0.087, 0.066, 0.0093, -0.0153, -0.0062, -0.022, -0.0737, -0.0902, -0.0562, -0.0661, -0.0322, -0.024, -0.0279, -0.077, -0.0233, 0.0, -0.0148, -0.0443, -0.0309, -0.0089, -0.0161, -0.0109, -0.0348, -0.076, -0.0608, -0.079, -0.0862, -0.058, -0.0539, -0.0654, -0.0633, -0.0673, -0.0666, -0.0683, -0.0545, -0.0644, -0.0513, -0.0383, 0.0038, 0.0022, -0.0237, -0.0267, -0.0322, -0.025, 0.0192, 0.0364, 0.0216, 0.0214, -0.0104, -0.0558, -0.0444, -0.0435, -0.043, -0.0562, -0.0473, -0.0464, -0.0959, -0.1005, -0.1587, -0.1913, -0.2193, -0.3296, -0.2456, -0.2503, -0.2645, -0.2837, -0.292, -0.2638, -0.2639, -0.2784, -0.2898, -0.2841, -0.2729, -0.3091, -0.3149, -0.2734, -0.2788, -0.2956, -0.2646, -0.2698, -0.2226, -0.2426, -0.2715, -0.2686, -0.2523, -0.2494, -0.2463, -0.2412, -0.1996, -0.2096, -0.2382, -0.2525, -0.246, -0.2418, -0.246, -0.2376, -0.2645, -0.2907, -0.2869, -0.2704, -0.2721, -0.2848, -0.2844, -0.2638, -0.2308, -0.2395, -0.2327, -0.2197, -0.2036, -0.2068, -0.2002, -0.1965, -0.1754, -0.1888, -0.1836, -0.1639, -0.1631, -0.1718, -0.1728, -0.1837, -0.1898, -0.1842, -0.1641, -0.1465, -0.1347, -0.1294, -0.1445, -0.1426, -0.1262, -0.1395, -0.1524, -0.1334, -0.1546, -0.1772, -0.1794, -0.1718, -0.171, -0.1929, -0.1737, -0.1893, -0.2051, -0.2137]}
{"unit_id": "orig:1996262209253417318", "ticker_idx": 1, "ts": "2025-12-03T16:56:14+00:00", "symbol": "US Treasuries", "kind": "macro", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stress in Treasuries as Japan sells", "tweet_type": "analysis", "timeline": "months", "summary": "BOJ rate-hike cycle will force yen carry trade unwind, smashing BTC and pressuring US Treasuries as Japan repatriates capital.", "resolved_tickers": ["IEF"], "resolution_method": "etf", "resolution_reason": "US Treasuries broad exposure via IEF (7-10yr Treasury ETF)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 BIGGEST FINANCIAL CHEAT CODE OF THE LAST 30 YEARS JUST GOT PATCHED.\n\nFor three decades, Japan basically handed the world the cheapest money ever created.\n\nNear-zero rates. Endless liquidity. Borrow in yen for free, throw it into anything with a pulse.\n\nStocks, bonds, real estate, crypto, whatever.\n\nThat chapter ended this week.\n\nJapanese 10-year yields just touched 1.86%, highest since 2008.\n\nBOJ is hinting at a December rate hike. Odds? 76%.\n\nAnd Bitcoin, the “digital gold,” the “hedge,” the “chaos insurance”, nuked right alongside the yen.\n\nNot because of FUD.\nNot because of ETFs.\n\nBecause the $20 trillion yen carry trade that quietly juiced global markets for 30 years is finally snapping back.\n\nTHE RECEIPTS:\n\n– $4.5T: Japan’s foreign portfolio positions\n– $1.1T: US Treasuries held by Japan\n– $646M: Crypto liquidations in HOURS\n– Bitcoin sliding from $97K to $86K in a blink\n\nTHE PART NOBODY WANTS TO ADMIT:\n\nBitcoin isn’t a hedge against monetary chaos.\nBitcoin benefited from it.\n\nIt’s been a leveraged bet on Japan keeping rates at zero forever.\n\nWhen the biggest creditor nation on the planet starts pulling money back home, the riskiest stuff, crypto, tech, high beta, gets smoked first.\n\nWe saw the preview in August 2024.\nOne tiny BOJ move erased half a trillion in global value.\n\nDecember 2025 might be the actual boss fight.\n\nWHAT’S COMING IF BOJ KEEPS GOING:\n\n– Forced deleveraging across risk assets\n– Stress in Treasuries as Japan sells\n– Dollar volatility as carry trades unwind\n– Crypto acting as the early warning siren, not the safe haven\n\nTHE REALITY CHECK:\n\nWe’re watching the end of a 30-year global subsidy nobody wanted to talk about.\n\nThose artificially low Japanese rates inflated every bubble of your lifetime.\n\nThat scaffolding is being ripped away, in real time.\n\nBitcoin moving tick-for-tick with the yen isn’t a glitch.\n\nIt’s the mask falling off.\n\nWhen it’s time to exit the markets completely, i’ll share it here for the whole world to see.\n\nMany people will wish they followed me sooner.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0020625625038624973, "ret_signed_m1d": 0.0020625625038624973, "alpha_spy_m1d": -0.0013882559065458988, "alpha_c_m1d": -0.0013882559065458988, "bench_spy_m1d": -0.003450818410408396, "bench_c_m1d": -0.003450818410408396, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0030937238347209517, "ret_signed_p1d": 0.0030937238347209517, "alpha_spy_p1d": 0.003824779988719329, "alpha_c_p1d": 0.003824779988719329, "bench_spy_p1d": 0.0007310561539983773, "bench_c_p1d": 0.0007310561539983773, "ret_p1w": -0.0054655228115063625, "ret_signed_p1w": 0.0054655228115063625, "alpha_spy_p1w": 0.01084652692992405, "alpha_c_p1w": 0.01084652692992405, "bench_spy_p1w": 0.005381004118417687, "bench_c_p1w": 0.005381004118417687, "ret_p1m": -0.00513518022977999, "ret_signed_p1m": 0.00513518022977999, "alpha_spy_p1m": 0.005200970795879445, "alpha_c_p1m": 0.005200970795879445, "bench_spy_p1m": 6.57905660994551e-05, "bench_c_p1m": 6.57905660994551e-05, "ret_p3m": 0.010995003528477598, "ret_signed_p3m": -0.010995003528477598, "alpha_spy_p3m": -0.004388392070238334, "alpha_c_p3m": -0.004388392070238334, "bench_spy_p3m": 0.006606611458239264, "bench_c_p3m": 0.006606611458239264, "ret_p6m": -0.00932826051206137, "ret_signed_p6m": 0.00932826051206137, "alpha_spy_p6m": 0.11900472440825405, "alpha_c_p6m": 0.11900472440825405, "bench_spy_p6m": 0.10967646389619268, "bench_c_p6m": 0.10967646389619268, "price_path": [-0.0111, -0.008, -0.0103, -0.0077, -0.0061, -0.009, -0.0074, -0.0068, -0.0089, -0.0122, -0.0126, -0.0142, -0.0115, -0.0141, -0.0163, -0.0168, -0.0139, -0.0143, -0.011, -0.01, -0.0119, -0.0148, -0.0123, -0.0121, -0.0128, -0.0067, -0.0062, -0.0036, -0.0048, -0.0001, -0.0018, -0.0004, 0.0014, 0.0016, -0.0017, -0.0008, -0.0008, 0.0002, -0.0063, -0.0077, -0.0073, -0.0078, -0.0066, -0.0113, -0.0062, -0.0058, -0.0072, -0.0041, -0.0039, -0.0068, -0.0084, -0.0073, -0.0056, -0.0063, -0.004, -0.0007, 0.0009, 0.0034, 0.0042, 0.0042, 0.0025, -0.0029, -0.0021, 0.0, -0.0031, -0.0052, -0.0072, -0.0087, -0.0055, -0.0054, -0.008, -0.0072, -0.0044, -0.0046, -0.0021, -0.0043, -0.0053, -0.0058, -0.0032, -0.0032, -0.0022, -0.0008, -0.0018, -0.0051, -0.0051, -0.006, -0.003, -0.0037, -0.0018, -0.0048, -0.0037, -0.0049, -0.0037, -0.0016, -0.0037, -0.0075, -0.0075, -0.0114, -0.0089, -0.009, -0.0073, -0.0059, -0.007, -0.0078, -0.0068, -0.0074, -0.0094, -0.0084, -0.0086, -0.0028, -0.0028, -0.0026, 0.0017, -0.0011, 0.0051, 0.009, 0.009, 0.0089, 0.0068, 0.0078, 0.0078, 0.0114, 0.0112, 0.0104, 0.0131, 0.0171, 0.011, 0.0098, 0.0078, 0.0046, 0.004, 0.0071, 0.0039, -0.0007, -0.0039, -0.0049, -0.0005, 0.0013, -0.0033, -0.0034, -0.0123, -0.0092, -0.0125, -0.0073, -0.0153, -0.0152, -0.0083, -0.0065, -0.0074, -0.0051, -0.0051, -0.0077, -0.0052, -0.003, -0.0033, -0.005, -0.0028, 0.0005, -0.0017, -0.0035, 0.0019, 0.001, -0.0034, -0.0023, -0.0039, -0.0019, -0.0042, -0.0052, -0.0099, -0.008, -0.0072, -0.0109, -0.0094, -0.0045, -0.0075, -0.0049, -0.0083, -0.0116, -0.0116, -0.0123, -0.0201, -0.0205, -0.0243, -0.0177, -0.0171, -0.0162, -0.0162, -0.0121, -0.0116, -0.0093]}
{"unit_id": "orig:2034992506652283234", "ticker_idx": 0, "ts": "2026-03-20T13:56:36+00:00", "symbol": "CORN", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added CORN to my portfolio", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added CORN ETF long on ethanol demand / oil-price linkage / grain disruption thesis; already holds NTR on fertilizer tailwind.", "resolved_tickers": ["CORN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 Added CORN to my portfolio\n\nEveryone’s talking about oil. Nobody’s talking about food.\n\nHigher fuel costs hit farming and fertilizer prices are moving (we already hold NTR). Grain exports are getting disrupted. Corn goes into feed, fuel and food production.\n\nRemember what happened in 2022 during the Russia/Ukraine conflict?\n\nThe options flow on CORN has been extremely aggressive. Big money buying calls at the 25 strike expiring August 2026.\n\nA third of US corn production goes into ethanol.\n\nEthanol is blended into every gallon of gas you pump. Regular gas is already 10% ethanol.\n\nWhen oil gets expensive, demand for ethanol goes up. Corn follows.\n\nGas is up 27% since Feb 28. Farm groups are now pushing Congress to approve year-round E15 sales, 15% ethanol blended fuel instead of 10%.\n\nAnyway, I like the setup here.\n\nNot a call. Just sharing my positioning.​​​​​​​​​​​​​​​​\n\nFor those who don’t already know, I share all my moves here publicly. The market moves fast so my posts are very time-sensitive. Turn on notifications so you don’t miss anything, this is important.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0015957812693081497, "ret_signed_m1d": 0.0015957812693081497, "alpha_spy_m1d": -0.01294849813293375, "alpha_c_m1d": -0.01294849813293375, "bench_spy_m1d": 0.0145442794022419, "bench_c_m1d": 0.0145442794022419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01542547978443709, "ret_signed_p1d": -0.01542547978443709, "alpha_spy_p1d": -0.02592549902937491, "alpha_c_p1d": -0.02592549902937491, "bench_spy_p1d": 0.01050001924493782, "bench_c_p1d": 0.01050001924493782, "ret_p1w": -0.011702091610770182, "ret_signed_p1w": -0.011702091610770182, "alpha_spy_p1w": 0.010623918388504294, "alpha_c_p1w": 0.010623918388504294, "bench_spy_p1w": -0.022326009999274476, "bench_c_p1w": -0.022326009999274476, "ret_p1m": -0.038297837370926735, "ret_signed_p1m": -0.038297837370926735, "alpha_spy_p1m": -0.1310402748867544, "alpha_c_p1m": -0.1310402748867544, "bench_spy_p1m": 0.09274243751582767, "bench_c_p1m": 0.09274243751582767, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0463, -0.0388, -0.0388, -0.0372, -0.0521, -0.0569, -0.0569, -0.0569, -0.0622, -0.05, -0.0527, -0.0473, -0.0452, -0.0484, -0.0878, -0.0957, -0.091, -0.0931, -0.0862, -0.0862, -0.0862, -0.0878, -0.0856, -0.0734, -0.0771, -0.0787, -0.0729, -0.0691, -0.0702, -0.0809, -0.0761, -0.075, -0.0638, -0.0691, -0.0734, -0.0713, -0.0718, -0.0628, -0.0612, -0.0612, -0.0718, -0.0723, -0.0697, -0.0628, -0.0628, -0.0644, -0.0585, -0.0564, -0.0484, -0.0516, -0.0484, -0.0537, -0.0324, -0.0149, -0.0319, -0.0282, -0.0149, -0.0112, -0.0069, -0.0287, -0.025, -0.009, 0.0016, 0.0, -0.0154, -0.0154, -0.0027, -0.0048, -0.0117, -0.0271, -0.0213, -0.033, -0.0324, -0.0324, -0.0271, -0.0399, -0.0431, -0.0484, -0.0559, -0.0548, -0.0553, -0.0388, -0.0441, -0.0452, -0.0383, -0.033, -0.0314, -0.0277, -0.0282, -0.0154, -0.0016, 0.0021, -0.0059, 0.0048, 0.017, 0.0064, -0.0191, -0.0191, -0.0101, -0.0021, 0.0069, 0.0096, -0.0144, -0.0351, -0.0032, -0.0032, -0.0202, -0.0261, -0.0234, -0.0234, -0.033, -0.0426, -0.0314, -0.0463, -0.0463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034992506652283234", "ticker_idx": 1, "ts": "2026-03-20T13:56:36+00:00", "symbol": "NTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "fertilizer prices are moving (we already hold NTR)", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added CORN ETF long on ethanol demand / oil-price linkage / grain disruption thesis; already holds NTR on fertilizer tailwind.", "resolved_tickers": ["NTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Agricultural Inputs'", "bench_c_industry": "Agricultural Inputs", "unit_kind": "original", "lang": "en", "tweet_text": "🚨 Added CORN to my portfolio\n\nEveryone’s talking about oil. Nobody’s talking about food.\n\nHigher fuel costs hit farming and fertilizer prices are moving (we already hold NTR). Grain exports are getting disrupted. Corn goes into feed, fuel and food production.\n\nRemember what happened in 2022 during the Russia/Ukraine conflict?\n\nThe options flow on CORN has been extremely aggressive. Big money buying calls at the 25 strike expiring August 2026.\n\nA third of US corn production goes into ethanol.\n\nEthanol is blended into every gallon of gas you pump. Regular gas is already 10% ethanol.\n\nWhen oil gets expensive, demand for ethanol goes up. Corn follows.\n\nGas is up 27% since Feb 28. Farm groups are now pushing Congress to approve year-round E15 sales, 15% ethanol blended fuel instead of 10%.\n\nAnyway, I like the setup here.\n\nNot a call. Just sharing my positioning.​​​​​​​​​​​​​​​​\n\nFor those who don’t already know, I share all my moves here publicly. The market moves fast so my posts are very time-sensitive. Turn on notifications so you don’t miss anything, this is important.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017663593543613798, "ret_signed_m1d": 0.017663593543613798, "alpha_spy_m1d": 0.0031193141413718983, "alpha_c_m1d": 0.0014864451725880024, "bench_spy_m1d": 0.0145442794022419, "bench_c_m1d": 0.016177148371025796, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025023458463993786, "ret_signed_p1d": -0.025023458463993786, "alpha_spy_p1d": -0.035523477708931606, "alpha_c_p1d": -0.04165733960206419, "bench_spy_p1d": 0.01050001924493782, "bench_c_p1d": 0.016633881138070405, "ret_p1w": 0.012311001903927421, "ret_signed_p1w": 0.012311001903927421, "alpha_spy_p1w": 0.0346370119032019, "alpha_c_p1w": -0.033400118372650445, "bench_spy_p1w": -0.022326009999274476, "bench_c_p1w": 0.045711120276577866, "ret_p1m": -0.040746105123739884, "ret_signed_p1m": -0.040746105123739884, "alpha_spy_p1m": -0.13348854263956755, "alpha_c_p1m": -0.15743985903400448, "bench_spy_p1m": 0.09274243751582767, "bench_c_p1m": 0.1166937539102646, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1488, -0.1497, -0.1497, -0.16, -0.1611, -0.1639, -0.1741, -0.1741, -0.1548, -0.1689, -0.1891, -0.2106, -0.1998, -0.1995, -0.2059, -0.1793, -0.1141, -0.0923, -0.1117, -0.1117, -0.1005, -0.081, -0.0887, -0.0515, -0.0602, -0.059, -0.0419, -0.0482, -0.0781, -0.0808, -0.0578, -0.0432, -0.0903, -0.0819, -0.0622, -0.048, -0.0222, -0.0575, -0.0525, -0.0525, -0.0652, -0.0595, -0.0395, -0.0472, -0.0377, -0.0264, -0.0294, -0.0214, 0.0045, 0.0135, -0.0041, -0.0153, -0.0045, 0.0198, 0.0145, 0.0182, 0.0613, 0.1232, 0.1087, 0.0409, 0.0645, 0.0422, 0.0177, 0.0, -0.025, 0.028, 0.0253, -0.0139, 0.0123, 0.0244, 0.0171, 0.0049, 0.0172, 0.0172, 0.0218, 0.0362, 0.0093, -0.019, -0.006, 0.0025, -0.0077, -0.0114, 0.0045, -0.0482, -0.0407, -0.0205, -0.0356, -0.027, -0.0354, -0.0246, -0.0173, -0.0009, 0.0244, 0.0138, 0.0219, 0.0411, -0.0052, -0.0784, -0.079, -0.0391, -0.0298, -0.0391, -0.0438, -0.0355, -0.0347, -0.0351, -0.055, -0.0533, -0.0548, -0.0548, -0.0573, -0.0736, -0.0612, -0.0761, -0.0761, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054647242829517076", "ticker_idx": 0, "ts": "2026-05-13T19:37:30+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A 30%+ growth business trading at 10-year low valuations is exactly the setup Burry tends to target.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MELI and ZTS: both at 10-year low valuations with Burry aggressively adding; MELI on 30%+ growth, ZTS on durable animal-health compounding.", "resolved_tickers": ["MELI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "self_thread", "lang": "en", "tweet_text": "MercadoLibre (MELI)\n\nBurry is adding aggressively as the stock keeps falling.\n\nCurrent price: 1552\n\nThe stock now trades at its lowest price-to-sales ratio in 10 years.\n\n---\n\nMELI is the Amazon of Latin America.\n\n28 consecutive quarters of 30%+ revenue growth\n$8.85B Q1 revenue.\n\nDown 36% from its June 2025 high.\n\nA 30%+ growth business trading at 10-year low valuations is exactly the setup Burry tends to target.\n\n---\n\nZoetis (ZTS)\n\nBurry is also adding to Zoetis on the way down.\n\nCurrent price: 74.43\n\nAlso trading at a 10-year low price-to-sales ratio.\n\n---\n\nZTS is the largest animal health company in the world.\n\nVeterinary pharma, vaccines, diagnostics, and pet care.\n\nA slow compounding business at 10-year low valuations.\n\nThe conviction is clear.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010742656400048123, "ret_signed_m1d": 0.010742656400048123, "alpha_spy_m1d": 0.01630637626963871, "alpha_c_m1d": 0.014364626588343476, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.0036219701882953537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029046091624319814, "ret_signed_p1d": 0.029046091624319814, "alpha_spy_p1d": 0.02115183535559706, "alpha_c_p1d": 0.0294672763551459, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": -0.0004211847308260852, "ret_p1w": 0.05710624274767917, "ret_signed_p1w": 0.05710624274767917, "alpha_spy_p1w": 0.05853421429875627, "alpha_c_p1w": 0.0636763132604552, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.006570070512776027, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2729, 0.2729, 0.2647, 0.2862, 0.2782, 0.2784, 0.1936, 0.2308, 0.1317, 0.1145, 0.1252, 0.1376, 0.0973, 0.1325, 0.1398, 0.1446, 0.1329, 0.1153, 0.1307, 0.0755, 0.0691, 0.109, 0.1064, 0.0821, 0.0672, 0.0472, 0.0666, 0.032, 0.0496, 0.0442, 0.024, 0.0366, 0.1069, 0.1005, 0.0983, 0.0983, 0.095, 0.1154, 0.1368, 0.148, 0.1357, 0.1728, 0.1784, 0.1985, 0.1665, 0.1881, 0.1972, 0.1871, 0.1914, 0.1583, 0.1749, 0.1775, 0.1472, 0.1313, 0.1477, 0.1844, 0.161, 0.1635, 0.1787, 0.1972, 0.0451, -0.003, 0.0107, 0.0, 0.029, -0.0097, 0.0153, 0.021, 0.0571, 0.0742, 0.0656, 0.0656, 0.0551, 0.0859, 0.0855, 0.0856, 0.0856, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054647242829517076", "ticker_idx": 1, "ts": "2026-05-13T19:37:30+00:00", "symbol": "ZTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A slow compounding business at 10-year low valuations. The conviction is clear.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MELI and ZTS: both at 10-year low valuations with Burry aggressively adding; MELI on 30%+ growth, ZTS on durable animal-health compounding.", "resolved_tickers": ["ZTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "MercadoLibre (MELI)\n\nBurry is adding aggressively as the stock keeps falling.\n\nCurrent price: 1552\n\nThe stock now trades at its lowest price-to-sales ratio in 10 years.\n\n---\n\nMELI is the Amazon of Latin America.\n\n28 consecutive quarters of 30%+ revenue growth\n$8.85B Q1 revenue.\n\nDown 36% from its June 2025 high.\n\nA 30%+ growth business trading at 10-year low valuations is exactly the setup Burry tends to target.\n\n---\n\nZoetis (ZTS)\n\nBurry is also adding to Zoetis on the way down.\n\nCurrent price: 74.43\n\nAlso trading at a 10-year low price-to-sales ratio.\n\n---\n\nZTS is the largest animal health company in the world.\n\nVeterinary pharma, vaccines, diagnostics, and pet care.\n\nA slow compounding business at 10-year low valuations.\n\nThe conviction is clear.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03497452557971692, "ret_signed_m1d": 0.03497452557971692, "alpha_spy_m1d": 0.04053824544930751, "alpha_c_m1d": 0.04053824544930751, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.005563719869590589, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01533504271188546, "ret_signed_p1d": 0.01533504271188546, "alpha_spy_p1d": 0.007440786443162706, "alpha_c_p1d": 0.007440786443162706, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.007894256268722755, "ret_p1w": 0.07223571443525856, "ret_signed_p1w": 0.07223571443525856, "alpha_spy_p1w": 0.07366368598633566, "alpha_c_p1w": 0.07366368598633566, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.0014279715510771007, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.6963, 0.6963, 0.6817, 0.7295, 0.7047, 0.7248, 0.6848, 0.7232, 0.7271, 0.7379, 0.7559, 0.7272, 0.6866, 0.687, 0.6371, 0.6264, 0.6388, 0.6138, 0.6044, 0.5464, 0.5486, 0.5824, 0.6297, 0.5717, 0.5535, 0.5492, 0.5433, 0.5527, 0.5631, 0.5621, 0.5181, 0.5581, 0.5832, 0.5709, 0.5796, 0.5796, 0.5839, 0.5644, 0.6039, 0.6071, 0.5786, 0.6083, 0.6221, 0.6174, 0.5944, 0.6391, 0.6508, 0.5897, 0.5808, 0.5612, 0.5721, 0.5856, 0.5691, 0.5312, 0.5465, 0.5356, 0.5157, 0.5139, 0.4961, 0.1745, 0.1142, 0.0313, 0.035, 0.0, 0.0153, -0.0016, 0.0455, 0.0616, 0.0722, 0.0771, 0.0939, 0.0939, 0.0792, 0.0691, 0.0529, 0.0451, 0.0451, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1997595022586458113", "ticker_idx": 0, "ts": "2025-12-07T09:12:21+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy bitcoin and chill.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Simple buy-and-hold stance on Bitcoin; dismisses complexity of alternatives.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@scottmelker Why are people making it sound so complicated?\n\nJust buy bitcoin and chill.", "reply_text": null, "parent_text": "Who needs to gamble on memecoins when you can literally gamble on the weather?\n\nPredictive markets killed the crypto casino.", "quoted_text": null, "parent_author": "scottmelker", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": -0.013817768157169508, "alpha_spy_m1d": -0.01683109855259557, "alpha_c_m1d": null, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": 0.022633530616329445, "alpha_spy_p1d": 0.023496585793946645, "alpha_c_p1d": null, "bench_spy_p1d": -0.0008630551776172002, "bench_c_p1d": null, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": -0.04656236117630608, "alpha_spy_p1w": -0.04232026360384178, "alpha_c_p1w": null, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": null, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": 0.03407790382751297, "alpha_spy_p1m": 0.019122141690619987, "alpha_c_p1m": null, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": null, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": -0.21843594169460878, "alpha_spy_p3m": -0.21798717455169048, "alpha_c_p3m": null, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2572, 0.2744, 0.2809, 0.2737, 0.2891, 0.285, 0.2923, 0.2764, 0.2439, 0.2358, 0.2503, 0.2031, 0.2104, 0.2621, 0.2583, 0.309, 0.3314, 0.3489, 0.3763, 0.3399, 0.3609, 0.3427, 0.2491, 0.2717, 0.248, 0.2222, 0.1936, 0.1746, 0.2201, 0.1968, 0.1881, 0.2144, 0.225, 0.259, 0.2462, 0.2142, 0.1949, 0.2087, 0.1755, 0.1208, 0.1462, 0.1176, 0.1405, 0.1694, 0.1363, 0.1216, 0.0999, 0.0415, 0.016, 0.0255, 0.0091, -0.0442, -0.0612, -0.0261, -0.0364, -0.0013, 0.0071, 0.0031, -0.0476, 0.0078, 0.0319, 0.0166, -0.0138, 0.0, 0.0226, 0.0152, 0.0206, -0.0041, -0.0466, -0.0308, -0.0496, -0.0571, -0.028, -0.0237, -0.0356, -0.0334, -0.0376, -0.0368, -0.0386, -0.0244, -0.0345, -0.0211, -0.0077, 0.0358, 0.0341, 0.0074, 0.0043, -0.0014, 0.0061, 0.0517, 0.0694, 0.0542, 0.0539, 0.0211, -0.0257, -0.0139, -0.013, -0.0125, -0.0262, -0.017, -0.0161, -0.0671, -0.0718, -0.1319, -0.1656, -0.1944, -0.3082, -0.2216, -0.2264, -0.241, -0.2609, -0.2694, -0.2403, -0.2405, -0.2554, -0.2672, -0.2613, -0.2497, -0.2871, -0.293, -0.2502, -0.2558, -0.2732, -0.2412, -0.2465, -0.1978, -0.2184, -0.2483, -0.2453, -0.2285, -0.2255, -0.2223, -0.217, -0.1741, -0.1844, -0.214, -0.2287, -0.222, -0.2176, -0.222, -0.2133, -0.241, -0.2681, -0.2642, -0.2472, -0.2489, -0.262, -0.2616, -0.2403, -0.2063, -0.2153, -0.2082, -0.1948, -0.1782, -0.1816, -0.1747, -0.1709, -0.1491, -0.1629, -0.1576, -0.1372, -0.1365, -0.1455, -0.1464, -0.1577, -0.164, -0.1582, -0.1375, -0.1193, -0.1072, -0.1016, -0.1173, -0.1153, -0.0983, -0.1121, -0.1254, -0.1058, -0.1277, -0.151, -0.1532, -0.1454, -0.1445, -0.1672, -0.1474, -0.1634, -0.1798, -0.1887, -0.1905, -0.1883, null]}
{"unit_id": "quote:1995882779871944716", "ticker_idx": 0, "ts": "2025-12-02T15:48:31+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "acting like it can't dump 40% next year is crazy... Enjoy the pump... just don't act shocked when we wake up in 2026 and Bitcoin's doing its usual 'character building correction'", "tweet_type": "analysis", "timeline": "years", "summary": "Bearish BTC; expects a 40%+ correction by 2026 based on liquidity tightening, regulatory pressure, and leveraged retail.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Lmao everyone celebrating $90K like we’ve reached crypto heaven. Relax. \n\nWe’ve seen this movie like 3 times already and the ending is ALWAYS the same.\n\nBitcoin goes vertical → everyone becomes a “macro expert” overnight → people start tweeting stuff like “we’re still early” → then next year the whole thing faceplants and everyone pretends they “took profits at the top.”\n\nI’m not saying BTC is dead (chill), but acting like it can’t dump 40% next year is crazy.\n\nLiquidity’s drying up, governments are getting nosy again, and half of crypto Twitter is buying with money they definitely shouldn’t be using. That combo has NEVER ended well.\n\nEnjoy the pump, take your screenshots, brag to your group chats… just don’t act shocked when we wake up in 2026 and Bitcoin’s doing its usual “character building correction.”\n\nBut hey, what do I know, I’ve only watched this cycle play out since people were mining on laptops. 😭", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Bitcoin surges back above $90,000 as levered long liquidations have stopped.\n\nBitcoin has now added +$75 BILLION of market cap in 10 hours. https://t.co/gkglFhwbPp", "parent_author": null, "ret_m1d": -0.0550478558391273, "ret_signed_m1d": 0.0550478558391273, "alpha_spy_m1d": 0.053198980835614695, "alpha_c_m1d": null, "bench_spy_m1d": -0.0018488750035126067, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.023837949867722363, "ret_signed_p1d": -0.023837949867722363, "alpha_spy_p1d": -0.020375182074461984, "alpha_c_p1d": null, "bench_spy_p1d": 0.0034627677932603795, "bench_c_p1d": null, "ret_p1w": 0.014685329277969172, "ret_signed_p1w": -0.014685329277969172, "alpha_spy_p1w": -0.012469795557616292, "alpha_c_p1w": null, "bench_spy_p1w": 0.00221553372035288, "bench_c_p1w": null, "ret_p1m": -0.042051083288163205, "ret_signed_p1m": 0.042051083288163205, "alpha_spy_p1m": 0.045579869464976386, "alpha_c_p1m": null, "bench_spy_p1m": 0.003528786176813181, "bench_c_p1m": null, "ret_p3m": -0.27879966742000606, "ret_signed_p3m": 0.27879966742000606, "alpha_spy_p3m": 0.2883179331666065, "alpha_c_p3m": null, "bench_spy_p3m": 0.009518265746600418, "bench_c_p3m": null, "ret_p6m": -0.18615722153053504, "ret_signed_p6m": 0.18615722153053504, "alpha_spy_p6m": 0.29356715011899903, "alpha_c_p6m": null, "bench_spy_p6m": 0.10740992858846399, "bench_c_p6m": null, "price_path": [0.2121, 0.2113, 0.2268, 0.2209, 0.2475, 0.2644, 0.271, 0.2638, 0.2791, 0.275, 0.2823, 0.2664, 0.2342, 0.2262, 0.2406, 0.1937, 0.201, 0.2523, 0.2486, 0.2988, 0.3211, 0.3384, 0.3657, 0.3295, 0.3504, 0.3323, 0.2393, 0.2619, 0.2383, 0.2127, 0.1843, 0.1655, 0.2106, 0.1875, 0.1789, 0.2049, 0.2155, 0.2493, 0.2365, 0.2048, 0.1856, 0.1993, 0.1664, 0.1121, 0.1373, 0.1089, 0.1316, 0.1603, 0.1275, 0.1129, 0.0914, 0.0334, 0.0081, 0.0175, 0.0013, -0.0517, -0.0685, -0.0337, -0.0439, -0.0091, -0.0007, -0.0047, -0.055, 0.0, 0.0238, 0.0087, -0.0215, -0.0078, 0.0147, 0.0073, 0.0127, -0.0118, -0.054, -0.0384, -0.057, -0.0645, -0.0355, -0.0313, -0.0431, -0.0409, -0.0451, -0.0443, -0.0461, -0.032, -0.0421, -0.0287, -0.0154, 0.0277, 0.026, -0.0005, -0.0035, -0.0092, -0.0017, 0.0435, 0.0611, 0.046, 0.0457, 0.0132, -0.0333, -0.0216, -0.0207, -0.0202, -0.0337, -0.0246, -0.0237, -0.0743, -0.0791, -0.1386, -0.172, -0.2007, -0.3136, -0.2276, -0.2324, -0.2469, -0.2666, -0.2751, -0.2462, -0.2464, -0.2611, -0.2728, -0.267, -0.2556, -0.2926, -0.2985, -0.256, -0.2616, -0.2788, -0.2471, -0.2524, -0.204, -0.2245, -0.2541, -0.2512, -0.2345, -0.2315, -0.2283, -0.2231, -0.1805, -0.1908, -0.2201, -0.2347, -0.228, -0.2237, -0.228, -0.2194, -0.2469, -0.2738, -0.2699, -0.2531, -0.2548, -0.2678, -0.2673, -0.2462, -0.2125, -0.2214, -0.2144, -0.2011, -0.1846, -0.1879, -0.1811, -0.1773, -0.1557, -0.1694, -0.1642, -0.1439, -0.1432, -0.1521, -0.1531, -0.1642, -0.1705, -0.1647, -0.1442, -0.1261, -0.1141, -0.1086, -0.1241, -0.1222, -0.1053, -0.119, -0.1322, -0.1127, -0.1345, -0.1576, -0.1598, -0.1521, -0.1512, -0.1736, -0.154, -0.1699, -0.1862]}
{"unit_id": "orig:2036511054063096060", "ticker_idx": 0, "ts": "2026-03-24T18:30:46+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some Microsoft because it turned into a Micro Cap\n\nI'll hold for 2-3 years", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Bought MSFT at depressed valuation, holding 2-3 years.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Bought some Microsoft because it turned into a Micro Cap\n\nI’ll hold for 2-3 years", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.027525965643455663, "ret_signed_m1d": 0.027525965643455663, "alpha_spy_m1d": 0.024157809497063587, "alpha_c_m1d": 0.024157809497063587, "bench_spy_m1d": 0.003368156146392076, "bench_c_m1d": 0.003368156146392076, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004560720873527657, "ret_signed_p1d": -0.004560720873527657, "alpha_spy_p1d": -0.010133479820913616, "alpha_c_p1d": -0.010133479820913616, "bench_spy_p1d": 0.0055727589473859585, "bench_c_p1d": 0.0055727589473859585, "ret_p1w": -0.006894824692778578, "ret_signed_p1w": -0.006894824692778578, "alpha_spy_p1w": -0.0025469177572362556, "alpha_c_p1w": -0.0025469177572362556, "bench_spy_p1w": -0.004347906935542323, "bench_c_p1w": -0.004347906935542323, "ret_p1m": 0.16145307993478908, "ret_signed_p1m": 0.16145307993478908, "alpha_spy_p1m": 0.0726107547754522, "alpha_c_p1m": 0.0726107547754522, "bench_spy_p1m": 0.08884232515933688, "bench_c_p1m": 0.08884232515933688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3063, 0.3055, 0.3038, 0.3049, 0.2945, 0.2945, 0.2659, 0.2657, 0.2808, 0.2941, 0.2798, 0.2829, 0.2773, 0.2599, 0.2296, 0.2224, 0.2309, 0.2309, 0.2166, 0.1888, 0.2076, 0.2472, 0.2588, 0.2864, 0.2892, 0.1604, 0.1518, 0.1332, 0.1007, 0.1087, 0.0537, 0.0737, 0.1071, 0.1062, 0.0824, 0.0756, 0.0742, 0.0742, 0.0623, 0.0696, 0.069, 0.0657, 0.0315, 0.0436, 0.0747, 0.0777, 0.0537, 0.0692, 0.0837, 0.0871, 0.1018, 0.0972, 0.0984, 0.0886, 0.0862, 0.0781, 0.0612, 0.073, 0.0716, 0.0511, 0.0437, 0.0245, 0.0275, 0.0, -0.0046, -0.0182, -0.0428, -0.037, -0.0069, -0.009, 0.0019, 0.0019, 0.0004, -0.0012, 0.0043, 0.0009, -0.005, 0.0312, 0.0546, 0.1032, 0.1275, 0.1343, 0.1216, 0.138, 0.1615, 0.1154, 0.1392, 0.1397, 0.1516, 0.1388, 0.094, 0.1119, 0.1097, 0.1037, 0.1106, 0.1289, 0.1137, 0.1071, 0.094, 0.0871, 0.0984, 0.1319, 0.1363, 0.1199, 0.1296, 0.1268, 0.1254, 0.1254, 0.1186, 0.1095, 0.148, 0.2105, 0.2105, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1997679823767179277", "ticker_idx": 0, "ts": "2025-12-07T14:49:19+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "btc will go to 50k next year", "tweet_type": "prediction", "timeline": "months", "summary": "BTC will drop to $50k next year.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AshCrypto Like i said, btc will go to 50k next year.\n\nTrust the plan.", "reply_text": null, "parent_text": "🚨 Bitcoin just dropped below $88,000\n\nWhat the actual fuck man !!! https://t.co/6FvtXnXTXP", "quoted_text": null, "parent_author": "AshCrypto", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": 0.013817768157169508, "alpha_spy_m1d": 0.01683109855259557, "alpha_c_m1d": null, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": -0.022633530616329445, "alpha_spy_p1d": -0.023496585793946645, "alpha_c_p1d": null, "bench_spy_p1d": -0.0008630551776172002, "bench_c_p1d": null, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": 0.04656236117630608, "alpha_spy_p1w": 0.04232026360384178, "alpha_c_p1w": null, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": null, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": -0.03407790382751297, "alpha_spy_p1m": -0.019122141690619987, "alpha_c_p1m": null, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": null, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": 0.21843594169460878, "alpha_spy_p3m": 0.21798717455169048, "alpha_c_p3m": null, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2572, 0.2744, 0.2809, 0.2737, 0.2891, 0.285, 0.2923, 0.2764, 0.2439, 0.2358, 0.2503, 0.2031, 0.2104, 0.2621, 0.2583, 0.309, 0.3314, 0.3489, 0.3763, 0.3399, 0.3609, 0.3427, 0.2491, 0.2717, 0.248, 0.2222, 0.1936, 0.1746, 0.2201, 0.1968, 0.1881, 0.2144, 0.225, 0.259, 0.2462, 0.2142, 0.1949, 0.2087, 0.1755, 0.1208, 0.1462, 0.1176, 0.1405, 0.1694, 0.1363, 0.1216, 0.0999, 0.0415, 0.016, 0.0255, 0.0091, -0.0442, -0.0612, -0.0261, -0.0364, -0.0013, 0.0071, 0.0031, -0.0476, 0.0078, 0.0319, 0.0166, -0.0138, 0.0, 0.0226, 0.0152, 0.0206, -0.0041, -0.0466, -0.0308, -0.0496, -0.0571, -0.028, -0.0237, -0.0356, -0.0334, -0.0376, -0.0368, -0.0386, -0.0244, -0.0345, -0.0211, -0.0077, 0.0358, 0.0341, 0.0074, 0.0043, -0.0014, 0.0061, 0.0517, 0.0694, 0.0542, 0.0539, 0.0211, -0.0257, -0.0139, -0.013, -0.0125, -0.0262, -0.017, -0.0161, -0.0671, -0.0718, -0.1319, -0.1656, -0.1944, -0.3082, -0.2216, -0.2264, -0.241, -0.2609, -0.2694, -0.2403, -0.2405, -0.2554, -0.2672, -0.2613, -0.2497, -0.2871, -0.293, -0.2502, -0.2558, -0.2732, -0.2412, -0.2465, -0.1978, -0.2184, -0.2483, -0.2453, -0.2285, -0.2255, -0.2223, -0.217, -0.1741, -0.1844, -0.214, -0.2287, -0.222, -0.2176, -0.222, -0.2133, -0.241, -0.2681, -0.2642, -0.2472, -0.2489, -0.262, -0.2616, -0.2403, -0.2063, -0.2153, -0.2082, -0.1948, -0.1782, -0.1816, -0.1747, -0.1709, -0.1491, -0.1629, -0.1576, -0.1372, -0.1365, -0.1455, -0.1464, -0.1577, -0.164, -0.1582, -0.1375, -0.1193, -0.1072, -0.1016, -0.1173, -0.1153, -0.0983, -0.1121, -0.1254, -0.1058, -0.1277, -0.151, -0.1532, -0.1454, -0.1445, -0.1672, -0.1474, -0.1634, -0.1798, -0.1887, -0.1905, -0.1883, null]}
{"unit_id": "reply:1997987148616650974", "ticker_idx": 0, "ts": "2025-12-08T11:10:31+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LET'S GOOOO!!! BULLISH LONG TERM", "tweet_type": "news_reaction", "timeline": "months", "summary": "Enthusiastic bullish reaction to Trump-backed Bitcoin strategic reserve bill; long BTC long-term.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WealthWatcherCo LET’S GOOOO!!! BULLISH LONG TERM", "reply_text": null, "parent_text": "🚨 BREAKING:\n\nSenator Lummis says president Trump supports her bill to purchase 1 million bitcoin.\n\nIt’s happening!!! https://t.co/1miZRf1XRb", "quoted_text": null, "parent_author": "WealthWatcherCo", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": -0.013817768157169508, "alpha_spy_m1d": -0.01683109855259557, "alpha_c_m1d": null, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": 0.022633530616329445, "alpha_spy_p1d": 0.023496585793946645, "alpha_c_p1d": null, "bench_spy_p1d": -0.0008630551776172002, "bench_c_p1d": null, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": -0.04656236117630608, "alpha_spy_p1w": -0.04232026360384178, "alpha_c_p1w": null, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": null, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": 0.03407790382751297, "alpha_spy_p1m": 0.019122141690619987, "alpha_c_p1m": null, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": null, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": -0.21843594169460878, "alpha_spy_p3m": -0.21798717455169048, "alpha_c_p3m": null, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2572, 0.2744, 0.2809, 0.2737, 0.2891, 0.285, 0.2923, 0.2764, 0.2439, 0.2358, 0.2503, 0.2031, 0.2104, 0.2621, 0.2583, 0.309, 0.3314, 0.3489, 0.3763, 0.3399, 0.3609, 0.3427, 0.2491, 0.2717, 0.248, 0.2222, 0.1936, 0.1746, 0.2201, 0.1968, 0.1881, 0.2144, 0.225, 0.259, 0.2462, 0.2142, 0.1949, 0.2087, 0.1755, 0.1208, 0.1462, 0.1176, 0.1405, 0.1694, 0.1363, 0.1216, 0.0999, 0.0415, 0.016, 0.0255, 0.0091, -0.0442, -0.0612, -0.0261, -0.0364, -0.0013, 0.0071, 0.0031, -0.0476, 0.0078, 0.0319, 0.0166, -0.0138, 0.0, 0.0226, 0.0152, 0.0206, -0.0041, -0.0466, -0.0308, -0.0496, -0.0571, -0.028, -0.0237, -0.0356, -0.0334, -0.0376, -0.0368, -0.0386, -0.0244, -0.0345, -0.0211, -0.0077, 0.0358, 0.0341, 0.0074, 0.0043, -0.0014, 0.0061, 0.0517, 0.0694, 0.0542, 0.0539, 0.0211, -0.0257, -0.0139, -0.013, -0.0125, -0.0262, -0.017, -0.0161, -0.0671, -0.0718, -0.1319, -0.1656, -0.1944, -0.3082, -0.2216, -0.2264, -0.241, -0.2609, -0.2694, -0.2403, -0.2405, -0.2554, -0.2672, -0.2613, -0.2497, -0.2871, -0.293, -0.2502, -0.2558, -0.2732, -0.2412, -0.2465, -0.1978, -0.2184, -0.2483, -0.2453, -0.2285, -0.2255, -0.2223, -0.217, -0.1741, -0.1844, -0.214, -0.2287, -0.222, -0.2176, -0.222, -0.2133, -0.241, -0.2681, -0.2642, -0.2472, -0.2489, -0.262, -0.2616, -0.2403, -0.2063, -0.2153, -0.2082, -0.1948, -0.1782, -0.1816, -0.1747, -0.1709, -0.1491, -0.1629, -0.1576, -0.1372, -0.1365, -0.1455, -0.1464, -0.1577, -0.164, -0.1582, -0.1375, -0.1193, -0.1072, -0.1016, -0.1173, -0.1153, -0.0983, -0.1121, -0.1254, -0.1058, -0.1277, -0.151, -0.1532, -0.1454, -0.1445, -0.1672, -0.1474, -0.1634, -0.1798, -0.1887, -0.1905, -0.1883, null]}
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{"unit_id": "reply:2007452799353627056", "ticker_idx": 0, "ts": "2026-01-03T14:03:38+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "i wouldn't trust anything besides BTC right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Only trusts BTC among crypto assets right now; implicit bullish stance on BTC relative to alternatives.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gem_detecter good choice. i wouldn’t trust anything besides BTC right now.", "reply_text": null, "parent_text": "@NoLimitGains thank god, I'm fully out of BNB", "quoted_text": null, "parent_author": "gem_detecter", "ret_m1d": -0.04194452726715481, "ret_signed_m1d": -0.04194452726715481, "alpha_spy_m1d": -0.035328477098229505, "alpha_c_m1d": null, "bench_spy_m1d": -0.006616050168925303, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.0016352711961346023, "ret_signed_p1d": -0.0016352711961346023, "alpha_spy_p1d": -0.0075824545692239065, "alpha_c_p1d": null, "bench_spy_p1d": 0.005947183373089304, "bench_c_p1d": null, "ret_p1w": -0.028648160554988644, "ret_signed_p1w": -0.028648160554988644, "alpha_spy_p1w": -0.03946652032558773, "alpha_c_p1w": null, "bench_spy_p1w": 0.010818359770599084, "bench_c_p1w": null, "ret_p1m": -0.19438124445211513, "ret_signed_p1m": -0.19438124445211513, "alpha_spy_p1m": -0.19701319435723152, "alpha_c_p1m": null, "bench_spy_p1m": 0.002631949905116393, "bench_c_p1m": null, "ret_p3m": -0.2875292908768078, "ret_signed_p3m": -0.2875292908768078, "alpha_spy_p3m": -0.24376310093643627, "alpha_c_p3m": null, "bench_spy_p3m": -0.043766189940371514, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3139, 0.2964, 0.2059, 0.2278, 0.2049, 0.18, 0.1524, 0.1341, 0.1779, 0.1555, 0.1471, 0.1724, 0.1827, 0.2156, 0.2032, 0.1723, 0.1536, 0.1669, 0.1349, 0.0821, 0.1066, 0.079, 0.1011, 0.129, 0.0971, 0.0829, 0.0619, 0.0055, -0.0191, -0.0099, -0.0257, -0.0772, -0.0936, -0.0598, -0.0697, -0.0358, -0.0277, -0.0316, -0.0805, -0.027, -0.0038, -0.0185, -0.0479, -0.0345, -0.0127, -0.0198, -0.0146, -0.0385, -0.0795, -0.0643, -0.0824, -0.0897, -0.0616, -0.0574, -0.0689, -0.0668, -0.0708, -0.0701, -0.0718, -0.0581, -0.0679, -0.0549, -0.0419, 0.0, -0.0016, -0.0274, -0.0304, -0.0359, -0.0286, 0.0153, 0.0325, 0.0178, 0.0175, -0.0142, -0.0593, -0.048, -0.0471, -0.0466, -0.0598, -0.0509, -0.05, -0.0993, -0.1039, -0.1618, -0.1944, -0.2222, -0.3321, -0.2485, -0.2531, -0.2672, -0.2864, -0.2946, -0.2666, -0.2667, -0.2811, -0.2925, -0.2868, -0.2756, -0.3117, -0.3174, -0.2761, -0.2815, -0.2983, -0.2674, -0.2726, -0.2255, -0.2454, -0.2742, -0.2714, -0.2552, -0.2522, -0.2491, -0.2441, -0.2026, -0.2126, -0.2411, -0.2553, -0.2488, -0.2446, -0.2489, -0.2404, -0.2673, -0.2934, -0.2896, -0.2732, -0.2749, -0.2875, -0.2871, -0.2665, -0.2337, -0.2424, -0.2356, -0.2227, -0.2066, -0.2098, -0.2032, -0.1995, -0.1785, -0.1918, -0.1867, -0.167, -0.1663, -0.175, -0.1759, -0.1867, -0.1929, -0.1872, -0.1673, -0.1497, -0.138, -0.1327, -0.1478, -0.1459, -0.1295, -0.1428, -0.1556, -0.1367, -0.1578, -0.1803, -0.1825, -0.175, -0.1741, -0.1959, -0.1768, -0.1923, -0.2081, -0.2167, -0.2185, -0.2163, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2055546674555093065", "ticker_idx": 1, "ts": "2026-05-16T07:11:32+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "to purchase Microsoft shares (MSFT)", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Ackman sold GOOG to fund MSFT purchase; relayed as a pair trade disclosure.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "🚨 Bill Ackman: “We used Alphabet (GOOG) as a source of funds to purchase Microsoft shares (MSFT)”", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0038249450394318707, "ret_signed_m1d": -0.0038249450394318707, "alpha_spy_m1d": -0.004528875830615675, "alpha_c_m1d": -0.004528875830615675, "bench_spy_m1d": 0.0007039307911838044, "bench_c_m1d": 0.0007039307911838044, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014449655975185882, "ret_signed_p1d": -0.014449655975185882, "alpha_spy_p1d": -0.007788796592942737, "alpha_c_p1d": -0.007788796592942737, "bench_spy_p1d": -0.006660859382243145, "bench_c_p1d": -0.006660859382243145, "ret_p1w": -0.009593990424278664, "ret_signed_p1w": -0.009593990424278664, "alpha_spy_p1w": -0.019057186800559678, "alpha_c_p1w": -0.019057186800559678, "bench_spy_p1w": 0.009463196376281013, "bench_c_p1w": 0.009463196376281013, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0587, -0.0592, -0.0621, -0.0922, -0.0816, -0.0542, -0.0515, -0.0727, -0.059, -0.0463, -0.0433, -0.0304, -0.0344, -0.0334, -0.042, -0.0441, -0.0512, -0.0661, -0.0557, -0.057, -0.075, -0.0815, -0.0984, -0.0957, -0.1199, -0.124, -0.1359, -0.1576, -0.1525, -0.126, -0.1279, -0.1182, -0.1182, -0.1196, -0.121, -0.1162, -0.1192, -0.1244, -0.0925, -0.0718, -0.0291, -0.0077, -0.0018, -0.0129, 0.0015, 0.0221, -0.0184, 0.0025, 0.003, 0.0135, 0.0022, -0.0372, -0.0215, -0.0234, -0.0287, -0.0226, -0.0065, -0.0199, -0.0257, -0.0372, -0.0433, -0.0333, -0.0038, 0.0, -0.0144, -0.0059, -0.0084, -0.0096, -0.0096, -0.0156, -0.0236, 0.0103, 0.0653, 0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054553982253588802", "ticker_idx": 0, "ts": "2026-05-13T13:26:55+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "OUST – Ouster... If the catalysts hit, the upside is real... Each one can 3-5x if the thesis plays out", "tweet_type": "prediction", "timeline": "years", "summary": "Four under-the-radar longs: OUST (lidar/physical AI), AOSL (AI power semis), CLF (grid steel/transformers), RCAT (military drones); each seen as 3-5x if catalysts hit.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet.\n\nIf the catalysts hit, the upside is real.\n\nHere they are:\n\n---\n\nIN 2 DAYS, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.\n\nEvery major filing will be posted on @InTheAssembly\n\nFollow @InTheAssembly with notifications or you will regret it later.\n\n---\n\nOUST – Ouster\n\nLidar sensors for the physical AI buildout. Factories, AVs, robotics, smart infrastructure all need it.\n\nJust acquired Stereolabs to move into the intelligence layer.\n\nQ1 record revenue. Management says path to profitability by 2027.\n\nTrades around 8x sales.\n\n---\n\nAOSL – Alpha and Omega Semiconductor\n\nBuilds power semis for AI servers, data centers, and high-end GPUs.\n\nJust launched the SmartClamp DrMOS family, built for the brutal power demands of AI workloads.\n\nThe 800V data center transition opens a whole new design cycle for them.\n\n---\n\nCLF – Cleveland-Cliffs\n\nOnly North American producer of Grain-Oriented Electrical Steel, the material inside every transformer core in the US.\n\nUS transformer lead times now 2 to 4 years.\n\nCLF is also building its own transformer plant in West Virginia, coming online this year.\n\n---\n\nRCAT – Red Cat Holdings\n\nCheap autonomous drones are now official Army doctrine.\n\nTheir Black Widow drone is NDAA-compliant and won the Army's Short Range Reconnaissance program over Skydio. Initial target: 5,880 systems over 5y.\n\nNATO catalog approval and a Japan contracts too.\n\n---\n\nFour bets in real themes: physical AI, GPU power, grid infrastructure, military drones.\n\nEach one can 3-5x if the thesis plays out. Each one can also lose half if it doesn't.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.20690658959124575, "ret_signed_m1d": -0.20690658959124575, "alpha_spy_m1d": -0.20134286972165516, "alpha_c_m1d": -0.19757659751701517, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.009329992074230575, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020193224418529443, "ret_signed_p1d": 0.020193224418529443, "alpha_spy_p1d": 0.012298968149806688, "alpha_c_p1d": 0.005208809349110277, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.014984415069419166, "ret_p1w": -0.09657587083838504, "ret_signed_p1w": -0.09657587083838504, "alpha_spy_p1w": -0.09514789928730794, "alpha_c_p1w": -0.09821564056484511, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": 0.001639769726460072, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4507, -0.4507, -0.4557, -0.456, -0.4416, -0.4551, -0.4715, -0.4542, -0.4205, -0.4255, -0.4454, -0.4074, -0.3644, -0.345, -0.3802, -0.4068, -0.3986, -0.3453, -0.2757, -0.3398, -0.3717, -0.3766, -0.374, -0.393, -0.3837, -0.4132, -0.3802, -0.398, -0.4083, -0.4349, -0.4832, -0.5133, -0.4624, -0.4551, -0.4296, -0.4296, -0.4349, -0.4343, -0.4071, -0.4138, -0.3945, -0.3597, -0.3146, -0.2848, -0.2927, -0.29, -0.2057, -0.192, -0.1876, -0.2271, -0.1741, -0.2122, -0.2353, -0.2526, -0.211, -0.2259, -0.1762, -0.163, -0.1397, -0.2827, -0.2625, -0.2157, -0.2069, 0.0, 0.0202, 0.0202, -0.1004, -0.1302, -0.0966, 0.0269, 0.0837, 0.0837, 0.2496, 0.2944, 0.2388, 0.3477, 0.3477, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054553982253588802", "ticker_idx": 1, "ts": "2026-05-13T13:26:55+00:00", "symbol": "AOSL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AOSL – Alpha and Omega Semiconductor... If the catalysts hit, the upside is real... Each one can 3-5x if the thesis plays out", "tweet_type": "prediction", "timeline": "years", "summary": "Four under-the-radar longs: OUST (lidar/physical AI), AOSL (AI power semis), CLF (grid steel/transformers), RCAT (military drones); each seen as 3-5x if catalysts hit.", "resolved_tickers": ["AOSL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet.\n\nIf the catalysts hit, the upside is real.\n\nHere they are:\n\n---\n\nIN 2 DAYS, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.\n\nEvery major filing will be posted on @InTheAssembly\n\nFollow @InTheAssembly with notifications or you will regret it later.\n\n---\n\nOUST – Ouster\n\nLidar sensors for the physical AI buildout. Factories, AVs, robotics, smart infrastructure all need it.\n\nJust acquired Stereolabs to move into the intelligence layer.\n\nQ1 record revenue. Management says path to profitability by 2027.\n\nTrades around 8x sales.\n\n---\n\nAOSL – Alpha and Omega Semiconductor\n\nBuilds power semis for AI servers, data centers, and high-end GPUs.\n\nJust launched the SmartClamp DrMOS family, built for the brutal power demands of AI workloads.\n\nThe 800V data center transition opens a whole new design cycle for them.\n\n---\n\nCLF – Cleveland-Cliffs\n\nOnly North American producer of Grain-Oriented Electrical Steel, the material inside every transformer core in the US.\n\nUS transformer lead times now 2 to 4 years.\n\nCLF is also building its own transformer plant in West Virginia, coming online this year.\n\n---\n\nRCAT – Red Cat Holdings\n\nCheap autonomous drones are now official Army doctrine.\n\nTheir Black Widow drone is NDAA-compliant and won the Army's Short Range Reconnaissance program over Skydio. Initial target: 5,880 systems over 5y.\n\nNATO catalog approval and a Japan contracts too.\n\n---\n\nFour bets in real themes: physical AI, GPU power, grid infrastructure, military drones.\n\nEach one can 3-5x if the thesis plays out. Each one can also lose half if it doesn't.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09305118821077862, "ret_signed_m1d": -0.09305118821077862, "alpha_spy_m1d": -0.08748746834118803, "alpha_c_m1d": -0.07346899636788395, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011781718602285385, "ret_signed_p1d": -0.011781718602285385, "alpha_spy_p1d": -0.01967597487100814, "alpha_c_p1d": -0.022053186752236553, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.023803839260269744, "ret_signed_p1w": -0.023803839260269744, "alpha_spy_p1w": -0.022375867709192643, "alpha_c_p1w": -0.010178348346080557, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.013625490914189187, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4554, -0.4554, -0.454, -0.4626, -0.4645, -0.4619, -0.4749, -0.4698, -0.4559, -0.4725, -0.4948, -0.4811, -0.5073, -0.509, -0.5157, -0.5225, -0.5227, -0.5162, -0.4806, -0.4903, -0.4828, -0.4847, -0.4898, -0.4919, -0.4799, -0.4994, -0.4744, -0.4552, -0.4395, -0.4573, -0.4698, -0.4992, -0.4672, -0.4508, -0.454, -0.454, -0.4424, -0.4453, -0.4138, -0.3924, -0.3753, -0.3414, -0.2695, -0.2496, -0.2496, -0.1854, -0.0406, -0.0594, -0.0219, -0.0411, 0.0688, 0.018, -0.0486, -0.0368, 0.0442, 0.0358, 0.0142, 0.0519, 0.1861, -0.0998, -0.0887, -0.0714, -0.0931, 0.0, -0.0118, -0.0654, -0.0733, -0.0714, -0.0238, -0.0596, 0.0031, 0.0031, 0.1515, 0.1748, 0.1863, 0.0904, 0.0904, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054553982253588802", "ticker_idx": 2, "ts": "2026-05-13T13:26:55+00:00", "symbol": "CLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CLF – Cleveland-Cliffs... If the catalysts hit, the upside is real... Each one can 3-5x if the thesis plays out", "tweet_type": "prediction", "timeline": "years", "summary": "Four under-the-radar longs: OUST (lidar/physical AI), AOSL (AI power semis), CLF (grid steel/transformers), RCAT (military drones); each seen as 3-5x if catalysts hit.", "resolved_tickers": ["CLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Steel'", "bench_c_industry": "Steel", "unit_kind": "self_thread", "lang": "en", "tweet_text": "While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet.\n\nIf the catalysts hit, the upside is real.\n\nHere they are:\n\n---\n\nIN 2 DAYS, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.\n\nEvery major filing will be posted on @InTheAssembly\n\nFollow @InTheAssembly with notifications or you will regret it later.\n\n---\n\nOUST – Ouster\n\nLidar sensors for the physical AI buildout. Factories, AVs, robotics, smart infrastructure all need it.\n\nJust acquired Stereolabs to move into the intelligence layer.\n\nQ1 record revenue. Management says path to profitability by 2027.\n\nTrades around 8x sales.\n\n---\n\nAOSL – Alpha and Omega Semiconductor\n\nBuilds power semis for AI servers, data centers, and high-end GPUs.\n\nJust launched the SmartClamp DrMOS family, built for the brutal power demands of AI workloads.\n\nThe 800V data center transition opens a whole new design cycle for them.\n\n---\n\nCLF – Cleveland-Cliffs\n\nOnly North American producer of Grain-Oriented Electrical Steel, the material inside every transformer core in the US.\n\nUS transformer lead times now 2 to 4 years.\n\nCLF is also building its own transformer plant in West Virginia, coming online this year.\n\n---\n\nRCAT – Red Cat Holdings\n\nCheap autonomous drones are now official Army doctrine.\n\nTheir Black Widow drone is NDAA-compliant and won the Army's Short Range Reconnaissance program over Skydio. Initial target: 5,880 systems over 5y.\n\nNATO catalog approval and a Japan contracts too.\n\n---\n\nFour bets in real themes: physical AI, GPU power, grid infrastructure, military drones.\n\nEach one can 3-5x if the thesis plays out. Each one can also lose half if it doesn't.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018198345171101638, "ret_signed_m1d": -0.018198345171101638, "alpha_spy_m1d": -0.012634625301511049, "alpha_c_m1d": -0.019734995463978278, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": 0.0015366502928766401, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005459460163053098, "ret_signed_p1d": -0.005459460163053098, "alpha_spy_p1d": -0.013353716431775853, "alpha_c_p1d": 0.0020319573178883, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": -0.007491417480941398, "ret_p1w": -0.059144643500219085, "ret_signed_p1w": -0.059144643500219085, "alpha_spy_p1w": -0.057716671949141984, "alpha_c_p1w": -0.014196504989634873, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.04494813851058421, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0555, -0.0555, -0.0428, -0.04, -0.0655, -0.0309, -0.0191, -0.0364, -0.0182, 0.0055, -0.03, 0.0373, 0.0082, -0.0146, -0.0282, -0.1056, -0.131, -0.1319, -0.1556, -0.1884, -0.2302, -0.2166, -0.2402, -0.2557, -0.2557, -0.2884, -0.2693, -0.2439, -0.2229, -0.2275, -0.2621, -0.2621, -0.2311, -0.2475, -0.2357, -0.2357, -0.2238, -0.2075, -0.1774, -0.1601, -0.1774, -0.1501, -0.1401, -0.121, -0.1156, -0.0955, -0.1146, -0.1692, -0.1356, -0.1729, -0.1119, -0.0346, -0.0701, -0.0673, -0.0719, -0.0437, -0.0673, -0.0309, 0.0146, -0.0309, 0.0027, 0.0227, -0.0182, 0.0, -0.0055, -0.0619, -0.03, -0.0764, -0.0591, -0.0264, 0.0218, 0.0218, 0.0901, 0.1674, 0.2093, 0.2375, 0.2375, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054553982253588802", "ticker_idx": 3, "ts": "2026-05-13T13:26:55+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RCAT – Red Cat Holdings... If the catalysts hit, the upside is real... Each one can 3-5x if the thesis plays out", "tweet_type": "prediction", "timeline": "years", "summary": "Four under-the-radar longs: OUST (lidar/physical AI), AOSL (AI power semis), CLF (grid steel/transformers), RCAT (military drones); each seen as 3-5x if catalysts hit.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet.\n\nIf the catalysts hit, the upside is real.\n\nHere they are:\n\n---\n\nIN 2 DAYS, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.\n\nEvery major filing will be posted on @InTheAssembly\n\nFollow @InTheAssembly with notifications or you will regret it later.\n\n---\n\nOUST – Ouster\n\nLidar sensors for the physical AI buildout. Factories, AVs, robotics, smart infrastructure all need it.\n\nJust acquired Stereolabs to move into the intelligence layer.\n\nQ1 record revenue. Management says path to profitability by 2027.\n\nTrades around 8x sales.\n\n---\n\nAOSL – Alpha and Omega Semiconductor\n\nBuilds power semis for AI servers, data centers, and high-end GPUs.\n\nJust launched the SmartClamp DrMOS family, built for the brutal power demands of AI workloads.\n\nThe 800V data center transition opens a whole new design cycle for them.\n\n---\n\nCLF – Cleveland-Cliffs\n\nOnly North American producer of Grain-Oriented Electrical Steel, the material inside every transformer core in the US.\n\nUS transformer lead times now 2 to 4 years.\n\nCLF is also building its own transformer plant in West Virginia, coming online this year.\n\n---\n\nRCAT – Red Cat Holdings\n\nCheap autonomous drones are now official Army doctrine.\n\nTheir Black Widow drone is NDAA-compliant and won the Army's Short Range Reconnaissance program over Skydio. Initial target: 5,880 systems over 5y.\n\nNATO catalog approval and a Japan contracts too.\n\n---\n\nFour bets in real themes: physical AI, GPU power, grid infrastructure, military drones.\n\nEach one can 3-5x if the thesis plays out. Each one can also lose half if it doesn't.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1734042745307871, "ret_signed_m1d": 0.1734042745307871, "alpha_spy_m1d": 0.1789679944003777, "alpha_c_m1d": 0.16919962640926522, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": 0.004204648121521881, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036170230466567865, "ret_signed_p1d": 0.036170230466567865, "alpha_spy_p1d": 0.02827597419784511, "alpha_c_p1d": 0.03104409629608984, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.005126134170478025, "ret_p1w": -0.04893617625687685, "ret_signed_p1w": -0.04893617625687685, "alpha_spy_p1w": -0.04750820470579975, "alpha_c_p1w": -0.03229063155623457, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.01664554470064228, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2096, 0.2096, 0.2128, 0.2851, 0.3649, 0.3266, 0.3601, 0.3702, 0.3213, 0.3819, 0.2394, 0.4543, 0.5638, 0.567, 0.6043, 0.634, 0.4995, 0.5606, 0.7191, 0.7191, 0.6872, 0.6532, 0.8053, 0.8085, 0.6101, 0.4096, 0.6117, 0.7106, 0.6883, 0.4894, 0.3489, 0.233, 0.3926, 0.2926, 0.3766, 0.3766, 0.3894, 0.2851, 0.3872, 0.2691, 0.316, 0.3723, 0.3447, 0.3862, 0.4585, 0.3532, 0.3399, 0.3372, 0.4415, 0.334, 0.2553, 0.2436, 0.2064, 0.1777, 0.2468, 0.1947, 0.1702, 0.1096, 0.1298, 0.1021, 0.1032, 0.1968, 0.1734, 0.0, 0.0362, 0.0096, -0.05, -0.0904, -0.0489, -0.0394, 0.0011, 0.0011, 0.0394, 0.1351, 0.5053, 0.5426, 0.5426, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049051937480315339", "ticker_idx": 0, "ts": "2026-04-28T09:03:46+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oil prices are surging as US-Iran talks stall... Iran has nowhere to send its oil and nowhere to store it. Every day the blockade holds, the pressure multiplies.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish oil on Iran storage crisis, Hormuz blockade, Russia refinery strike, and stalled US-Iran talks driving sustained supply squeeze.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Oil commodity mapped to USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "JUST NOW: Iran is running out of places to store its oil, with only 12 to 22 days of storage capacity left.\n\nThe Hormuz blockade is now an economic chokehold.\n\nKey details:\n\n1: Iran’s oil storage is nearing a breaking point, with only 12 to 22 days of remaining capacity before tanks are completely full and exports grind to a halt\n\n2: A Japanese tanker, Idemitsu Maru, is actively attempting to cross the Strait of Hormuz, testing the blockade in real time per shipping data\n\n3: Ukraine has again struck Russia’s Tuapse oil refinery, a second front on global energy supply opening simultaneously\n\n4: Oil prices are surging as US-Iran talks stall, Trump is reportedly unhappy with Iran’s offer on Hormuz, per multiple reports\n\n5: Trump is expected to address Iran’s nuclear proposal shortly as oil prices continue to climb, a presidential statement could come at any moment\n\nIran has nowhere to send its oil and nowhere to store it. Every day the blockade holds, the pressure multiplies.\n\nI’ll keep you updated, turn on notifications this is very important.\n\nA lot of people will wish they followed me sooner.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03495705350610012, "ret_signed_m1d": -0.03495705350610012, "alpha_spy_m1d": -0.039846795467926466, "alpha_c_m1d": -0.039846795467926466, "bench_spy_m1d": 0.004889741961826344, "bench_c_m1d": 0.004889741961826344, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07901144911926394, "ret_signed_p1d": 0.07901144911926394, "alpha_spy_p1d": 0.07916599021325876, "alpha_c_p1d": 0.07916599021325876, "bench_spy_p1d": -0.00015454109399481997, "bench_c_p1d": -0.00015454109399481997, "ret_p1w": 0.032736331415637476, "ret_signed_p1w": 0.032736331415637476, "alpha_spy_p1w": 0.015762625099117633, "alpha_c_p1w": 0.015762625099117633, "bench_spy_p1w": 0.016973706316519843, "bench_c_p1w": 0.016973706316519843, "ret_p1m": -0.06138973459545516, "ret_signed_p1m": -0.06138973459545516, "alpha_spy_p1m": -0.1158657275112639, "alpha_c_p1m": -0.1158657275112639, "bench_spy_p1m": 0.054475992915808735, "bench_c_p1m": 0.054475992915808735, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4331, -0.4304, -0.4604, -0.4451, -0.4421, -0.4506, -0.4485, -0.4411, -0.441, -0.4349, -0.4529, -0.454, -0.454, -0.4575, -0.4312, -0.4184, -0.4208, -0.4205, -0.4215, -0.4289, -0.4286, -0.413, -0.3754, -0.3539, -0.3441, -0.3101, -0.2208, -0.2527, -0.2417, -0.226, -0.1519, -0.1412, -0.176, -0.1487, -0.1284, -0.1593, -0.1302, -0.208, -0.1795, -0.1878, -0.16, -0.1103, -0.07, -0.0885, -0.1111, -0.012, -0.012, -0.0047, -0.0109, -0.1076, -0.0905, -0.1059, -0.0797, -0.1128, -0.1218, -0.0986, -0.1688, -0.1309, -0.0813, -0.0731, -0.035, -0.0516, -0.035, 0.0, 0.079, 0.0537, 0.0229, 0.0574, 0.0327, -0.0405, -0.0332, -0.0431, -0.0067, 0.0337, 0.0175, 0.0244, 0.0618, 0.0694, 0.0957, 0.0335, 0.0211, 0.0095, 0.0095, -0.0186, -0.0614, -0.0632, -0.0753, -0.0753, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1997659119029776686", "ticker_idx": 0, "ts": "2025-12-07T13:27:03+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they want to profit from it when BTC reaches 200k+", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BTC; expects price to reach 200k+.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BitcoinArchive smart, they want to profit from it when BTC reaches 200k+", "reply_text": null, "parent_text": "🇺🇸 COMING SOON: U.S. Strategic Bitcoin Reserve 🟧 🫡 https://t.co/Nqv2l1UzY6", "quoted_text": null, "parent_author": "BitcoinArchive", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": -0.013817768157169508, "alpha_spy_m1d": -0.01683109855259557, "alpha_c_m1d": null, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": 0.022633530616329445, "alpha_spy_p1d": 0.023496585793946645, "alpha_c_p1d": null, "bench_spy_p1d": -0.0008630551776172002, "bench_c_p1d": null, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": -0.04656236117630608, "alpha_spy_p1w": -0.04232026360384178, "alpha_c_p1w": null, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": null, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": 0.03407790382751297, "alpha_spy_p1m": 0.019122141690619987, "alpha_c_p1m": null, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": null, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": -0.21843594169460878, "alpha_spy_p3m": -0.21798717455169048, "alpha_c_p3m": null, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2572, 0.2744, 0.2809, 0.2737, 0.2891, 0.285, 0.2923, 0.2764, 0.2439, 0.2358, 0.2503, 0.2031, 0.2104, 0.2621, 0.2583, 0.309, 0.3314, 0.3489, 0.3763, 0.3399, 0.3609, 0.3427, 0.2491, 0.2717, 0.248, 0.2222, 0.1936, 0.1746, 0.2201, 0.1968, 0.1881, 0.2144, 0.225, 0.259, 0.2462, 0.2142, 0.1949, 0.2087, 0.1755, 0.1208, 0.1462, 0.1176, 0.1405, 0.1694, 0.1363, 0.1216, 0.0999, 0.0415, 0.016, 0.0255, 0.0091, -0.0442, -0.0612, -0.0261, -0.0364, -0.0013, 0.0071, 0.0031, -0.0476, 0.0078, 0.0319, 0.0166, -0.0138, 0.0, 0.0226, 0.0152, 0.0206, -0.0041, -0.0466, -0.0308, -0.0496, -0.0571, -0.028, -0.0237, -0.0356, -0.0334, -0.0376, -0.0368, -0.0386, -0.0244, -0.0345, -0.0211, -0.0077, 0.0358, 0.0341, 0.0074, 0.0043, -0.0014, 0.0061, 0.0517, 0.0694, 0.0542, 0.0539, 0.0211, -0.0257, -0.0139, -0.013, -0.0125, -0.0262, -0.017, -0.0161, -0.0671, -0.0718, -0.1319, -0.1656, -0.1944, -0.3082, -0.2216, -0.2264, -0.241, -0.2609, -0.2694, -0.2403, -0.2405, -0.2554, -0.2672, -0.2613, -0.2497, -0.2871, -0.293, -0.2502, -0.2558, -0.2732, -0.2412, -0.2465, -0.1978, -0.2184, -0.2483, -0.2453, -0.2285, -0.2255, -0.2223, -0.217, -0.1741, -0.1844, -0.214, -0.2287, -0.222, -0.2176, -0.222, -0.2133, -0.241, -0.2681, -0.2642, -0.2472, -0.2489, -0.262, -0.2616, -0.2403, -0.2063, -0.2153, -0.2082, -0.1948, -0.1782, -0.1816, -0.1747, -0.1709, -0.1491, -0.1629, -0.1576, -0.1372, -0.1365, -0.1455, -0.1464, -0.1577, -0.164, -0.1582, -0.1375, -0.1193, -0.1072, -0.1016, -0.1173, -0.1153, -0.0983, -0.1121, -0.1254, -0.1058, -0.1277, -0.151, -0.1532, -0.1454, -0.1445, -0.1672, -0.1474, -0.1634, -0.1798, -0.1887, -0.1905, -0.1883, null]}
{"unit_id": "orig:2033899049099645195", "ticker_idx": 0, "ts": "2026-03-17T13:31:35+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Watch what they do, not what they say", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVDA: insiders sold $1.7B in shares despite Jensen's $1T revenue bullishness — actions speak louder.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Jensen Huang at GTC yesterday: “I see at least $1 trillion in revenue through 2027.”\n\nNvidia executives over the past 12 months: sold over $1.7 billion in shares.\n\nWatch what they do, not what they say. https://t.co/T1hZkJdxYH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00709068651050182, "ret_signed_m1d": -0.00709068651050182, "alpha_spy_m1d": -0.009714339716758169, "alpha_c_m1d": -0.01454883864379497, "bench_spy_m1d": -0.002623653206256349, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00840982158463277, "ret_signed_p1d": 0.00840982158463277, "alpha_spy_p1d": -0.005543823802487413, "alpha_c_p1d": 0.00032175613516283175, "bench_spy_p1d": -0.013953645387120184, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.036992227771550756, "ret_signed_p1w": 0.036992227771550756, "alpha_spy_p1w": 0.013398965184520661, "alpha_c_p1w": 0.031222200265130895, "bench_spy_p1w": -0.023593262587030095, "bench_c_p1w": -0.005770027506419861, "ret_p1m": 0.09311275283562037, "ret_signed_p1m": -0.09311275283562037, "alpha_spy_p1m": -0.04680677005596756, "alpha_c_p1m": 0.0482901760767549, "bench_spy_p1m": 0.04630598277965281, "bench_c_p1m": 0.14140292891237527, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0429, -0.0052, 0.0096, 0.04, 0.0367, 0.0367, 0.0472, 0.0345, 0.0308, 0.0251, 0.0251, 0.038, 0.034, 0.0291, 0.0394, 0.017, 0.0161, 0.0165, 0.0213, 0.0066, 0.0281, 0.0236, 0.0236, -0.0213, 0.0076, 0.0159, 0.0315, 0.0249, 0.0362, 0.0527, 0.0581, 0.0505, 0.0202, -0.0088, -0.0426, -0.0553, 0.0191, 0.0445, 0.0363, 0.0446, 0.0275, 0.0048, 0.0048, 0.0167, 0.0332, 0.0328, 0.0433, 0.0528, 0.06, 0.0749, 0.0162, -0.0261, 0.003, -0.0104, 0.006, 0.0077, -0.0226, 0.0039, 0.0156, 0.0225, 0.0067, -0.0092, 0.0071, 0.0, -0.0084, -0.0185, -0.0507, -0.0346, -0.037, -0.0179, -0.0588, -0.0792, -0.0921, -0.0414, -0.034, -0.025, -0.025, -0.0236, -0.0211, 0.0008, 0.0109, 0.0368, 0.0406, 0.0801, 0.0931, 0.0903, 0.1086, 0.1106, 0.0987, 0.1131, 0.0973, 0.1448, 0.1906, 0.1717, 0.1502, 0.097, 0.0908, 0.091, 0.0801, 0.1424, 0.1625, 0.1829, 0.2062, 0.2135, 0.2413, 0.2958, 0.2385, 0.222, 0.2126, 0.2283, 0.2066, 0.1836, 0.1836, 0.181, 0.1686, 0.1777, 0.1606, 0.1606, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1992117475991822831", "ticker_idx": 0, "ts": "2025-11-22T06:26:32+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1 MILLION DOLLAR BITCOIN IS NOT AS CRAZY AS WE THINK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC to $1M; argues sat-denominated pricing makes the target realistic as Bitcoin becomes a global store of value.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "1 MILLION DOLLAR BITCOIN IS NOT AS CRAZY AS WE THINK.\n\nHere’s the part most people forget:\n1 Bitcoin = 100,000,000 sats.\nYeah. A hundred million.\n\nWe only talk in whole BTC today because we’re early. It’s like everyone trying to price stuff in whole dollars before cents existed.\n\nIf BTC keeps growing, nobody’s gonna be buying coffee or paying rent in 0.0000-whatever BTC. \n\nPeople will just use sats because it’s easier and actually makes sense.\n\nThink about it:\nWhen a currency gets more valuable, people naturally shift to smaller units.\nDollars -> cents.\nEuros -> euro cents.\nBitcoin -> sats. It’s simple.\n\nAnd here’s the fun part:\nIf BTC hits $1M, that means 1 sat = $0.01.\nOne cent per sat.\nSuddenly the \"crazy\" price target sounds pretty realistic.. no?\n\nIf Bitcoin becomes a major global store of value (it’s already happening), the unit of account won’t be BTC. It’ll be sats.\n\nPeople hear big numbers and panic. But big numbers are just a sign we’re measuring things with the wrong unit.\n\nAnyway, i’m the only \"influencer\" who predicted the last 2 crash. If you want to know my next prediction, make sure you’re following with notifications.\n\nMany people will regret not following me in the next few months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036024184166720374, "ret_signed_m1d": -0.036024184166720374, "alpha_spy_m1d": -0.021519169268752747, "alpha_c_m1d": null, "bench_spy_m1d": -0.014505014897967627, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.010520742688141405, "ret_signed_p1d": -0.010520742688141405, "alpha_spy_p1d": -0.0199267341301973, "alpha_c_p1d": null, "bench_spy_p1d": 0.009405991442055894, "bench_c_p1d": null, "ret_p1w": -0.022079752663862307, "ret_signed_p1w": -0.022079752663862307, "alpha_spy_p1w": -0.039336354862470335, "alpha_c_p1w": null, "bench_spy_p1w": 0.01725660219860803, "bench_c_p1w": null, "ret_p1m": -0.009703829631764305, "ret_signed_p1m": -0.009703829631764305, "alpha_spy_p1m": -0.04149977616925915, "alpha_c_p1m": null, "bench_spy_p1m": 0.031795946537494846, "bench_c_p1m": null, "ret_p3m": -0.24145126595856914, "ret_signed_p3m": -0.24145126595856914, "alpha_spy_p3m": -0.26802785241703664, "alpha_c_p3m": null, "bench_spy_p3m": 0.0265765864584675, "bench_c_p3m": null, "ret_p6m": -0.13050394065405435, "ret_signed_p6m": -0.13050394065405435, "alpha_spy_p6m": -0.2339505706273829, "alpha_c_p6m": null, "bench_spy_p6m": 0.10344662997332854, "bench_c_p6m": null, "price_path": [0.26, 0.275, 0.2282, 0.2377, 0.2598, 0.2657, 0.2544, 0.2535, 0.2696, 0.2635, 0.291, 0.3086, 0.3153, 0.3079, 0.3237, 0.3194, 0.327, 0.3106, 0.2773, 0.269, 0.2839, 0.2354, 0.2429, 0.296, 0.2921, 0.3442, 0.3672, 0.3851, 0.4133, 0.3759, 0.3975, 0.3788, 0.2826, 0.3059, 0.2815, 0.255, 0.2256, 0.2062, 0.2528, 0.2289, 0.22, 0.247, 0.2579, 0.2928, 0.2797, 0.2468, 0.227, 0.2411, 0.2071, 0.1509, 0.177, 0.1476, 0.1711, 0.2008, 0.1668, 0.1517, 0.1295, 0.0694, 0.0433, 0.053, 0.0362, -0.0186, -0.036, 0.0, -0.0105, 0.0255, 0.0342, 0.03, -0.0221, 0.0349, 0.0596, 0.0439, 0.0127, 0.0268, 0.0501, 0.0425, 0.048, 0.0227, -0.021, -0.0048, -0.0241, -0.0318, -0.0019, 0.0025, -0.0097, -0.0075, -0.0117, -0.011, -0.0128, 0.0018, -0.0086, 0.0052, 0.019, 0.0636, 0.0618, 0.0344, 0.0312, 0.0254, 0.0331, 0.0799, 0.0981, 0.0825, 0.0822, 0.0485, 0.0005, 0.0125, 0.0135, 0.014, -0.0, 0.0094, 0.0104, -0.042, -0.0469, -0.1086, -0.1432, -0.1728, -0.2897, -0.2007, -0.2056, -0.2206, -0.2411, -0.2498, -0.2199, -0.2201, -0.2354, -0.2475, -0.2415, -0.2296, -0.268, -0.274, -0.2301, -0.2358, -0.2536, -0.2209, -0.2263, -0.1763, -0.1975, -0.2281, -0.2251, -0.2078, -0.2047, -0.2014, -0.196, -0.1519, -0.1625, -0.1929, -0.208, -0.2011, -0.1966, -0.2011, -0.1921, -0.2207, -0.2485, -0.2445, -0.227, -0.2288, -0.2422, -0.2418, -0.2199, -0.185, -0.1943, -0.187, -0.1732, -0.1562, -0.1596, -0.1525, -0.1486, -0.1262, -0.1405, -0.135, -0.1141, -0.1133, -0.1225, -0.1235, -0.135, -0.1415, -0.1356, -0.1143, -0.0956, -0.0832, -0.0775, -0.0936, -0.0916, -0.0741, -0.0883, -0.1019, -0.0818, -0.1043, -0.1282, -0.1305]}
{"unit_id": "orig:1991531160653197365", "ticker_idx": 0, "ts": "2025-11-20T15:36:44+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "BTC 82k soon. 📉", "tweet_type": "prediction", "timeline": "days", "summary": "Bearish BTC, targeting 82k to the downside soon.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "BTC 82k soon.\n\n📉", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.055800390354916685, "ret_signed_m1d": -0.055800390354916685, "alpha_spy_m1d": -0.04032222286699838, "alpha_c_m1d": null, "bench_spy_m1d": 0.015478167487918304, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.017790340109098413, "ret_signed_p1d": 0.017790340109098413, "alpha_spy_p1d": 0.027751563085731235, "alpha_c_p1d": null, "bench_spy_p1d": 0.009961222976632822, "bench_c_p1d": null, "ret_p1w": 0.05371550948819648, "ret_signed_p1w": -0.05371550948819648, "alpha_spy_p1w": -0.012108239403058718, "alpha_c_p1w": null, "bench_spy_p1w": 0.04160727008513776, "bench_c_p1w": null, "ret_p1m": 0.016985479962228878, "ret_signed_p1m": -0.016985479962228878, "alpha_spy_p1m": 0.029098334172203977, "alpha_c_p1m": null, "bench_spy_p1m": 0.046083814134432854, "bench_c_p1m": null, "ret_p3m": -0.22090800308741643, "ret_signed_p3m": 0.22090800308741643, "alpha_spy_p3m": 0.2704654001747844, "alpha_c_p3m": null, "bench_spy_p3m": 0.04955739708736795, "bench_c_p3m": null, "ret_p6m": -0.08733756141173099, "ret_signed_p6m": 0.08733756141173099, "alpha_spy_p6m": 0.2265629917339672, "alpha_c_p6m": null, "bench_spy_p6m": 0.13922543032223622, "bench_c_p6m": null, "price_path": [0.2712, 0.2905, 0.2838, 0.2991, 0.2514, 0.2611, 0.2836, 0.2896, 0.2781, 0.2773, 0.2937, 0.2874, 0.3154, 0.3333, 0.3402, 0.3326, 0.3487, 0.3444, 0.3521, 0.3354, 0.3015, 0.293, 0.3082, 0.2588, 0.2664, 0.3205, 0.3166, 0.3696, 0.393, 0.4113, 0.44, 0.4019, 0.4239, 0.4049, 0.3068, 0.3306, 0.3057, 0.2788, 0.2488, 0.229, 0.2765, 0.2522, 0.2431, 0.2705, 0.2817, 0.3173, 0.3039, 0.2704, 0.2502, 0.2646, 0.2299, 0.1727, 0.1992, 0.1693, 0.1932, 0.2235, 0.1889, 0.1735, 0.1508, 0.0896, 0.063, 0.0729, 0.0558, 0.0, -0.0178, 0.0189, 0.0082, 0.0449, 0.0537, 0.0495, -0.0036, 0.0545, 0.0796, 0.0636, 0.0318, 0.0463, 0.0699, 0.0622, 0.0679, 0.042, -0.0024, 0.014, -0.0056, -0.0135, 0.017, 0.0214, 0.009, 0.0113, 0.007, 0.0077, 0.0058, 0.0208, 0.0101, 0.0242, 0.0382, 0.0837, 0.0819, 0.054, 0.0507, 0.0448, 0.0526, 0.1003, 0.1189, 0.103, 0.1027, 0.0684, 0.0194, 0.0317, 0.0327, 0.0332, 0.0189, 0.0285, 0.0295, -0.0239, -0.0289, -0.0917, -0.127, -0.1571, -0.2762, -0.1856, -0.1906, -0.2059, -0.2267, -0.2356, -0.2052, -0.2053, -0.2209, -0.2332, -0.2271, -0.215, -0.2541, -0.2603, -0.2155, -0.2214, -0.2395, -0.2061, -0.2117, -0.1607, -0.1823, -0.2135, -0.2104, -0.1928, -0.1896, -0.1863, -0.1808, -0.1359, -0.1467, -0.1776, -0.193, -0.186, -0.1814, -0.186, -0.1769, -0.2059, -0.2343, -0.2302, -0.2124, -0.2142, -0.2279, -0.2274, -0.2051, -0.1696, -0.179, -0.1716, -0.1576, -0.1402, -0.1437, -0.1365, -0.1325, -0.1097, -0.1242, -0.1187, -0.0973, -0.0965, -0.1059, -0.1069, -0.1187, -0.1253, -0.1192, -0.0976, -0.0785, -0.0659, -0.0601, -0.0764, -0.0744, -0.0566, -0.071, -0.0849, -0.0644, -0.0873]}
{"unit_id": "thread:2061173398810599678", "ticker_idx": 0, "ts": "2026-05-31T19:50:07+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anthony Noto has personally bought over $2 million in shares the last two months. A CEO buying twice his annual pay in his own stock is a signal.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on SOFI, EOSE, OSCR, NOW based on significant insider buying by CEOs plus valuation arguments.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The 4 stocks where CEOs are quietly buying millions in shares with their own money right now:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSOFI\n\nAnthony Noto has personally bought over $2 million in shares the last two months. His salary is $1 million.\n\nA CEO buying twice his annual pay in his own stock is a signal.\n\n---\n\nEOSE\n\nThe stock got crushed on a weak earnings print.\n\nThe CEO bought almost 84,000 shares in March and two board members joined him.\n\nThat’s the kind of conviction you can’t fake.\n\nThe energy storage tech is real.\n\n---\n\nOSCR\n\nMark Bertolini just bought close to $12 million in shares on the open market.\n\nHe has publicly said the stock is worth more than where it trades.\n\nRevenue up over 60% this year. Forward P/E around 21.\n\n---\n\nNOW\n\nBill McDermott picked up nearly 29,000 shares for over $3 million in his most recent buy.\n\nHe has been calling ServiceNow a trillion-dollar company for months. Now he is putting his own money behind that view.\n\n23.9x forward earnings is not expensive for this name.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0263, 0.0565, 0.0373, 0.0313, 0.0038, 0.017, -0.0285, -0.0252, -0.0324, -0.0467, -0.0571, -0.0626, -0.0724, -0.0587, -0.0834, -0.0911, -0.129, -0.1641, -0.1685, -0.1284, -0.1422, -0.1301, -0.1301, -0.107, -0.1158, -0.095, -0.107, -0.1098, -0.0642, -0.017, 0.0313, 0.0445, 0.0664, 0.0703, 0.0335, 0.0461, 0.0055, 0.0121, 0.0296, 0.0077, -0.1479, -0.1164, -0.0982, -0.1109, -0.1207, -0.1054, -0.1218, -0.1356, -0.1076, -0.1273, -0.1597, -0.1207, -0.1432, -0.1378, -0.1641, -0.1389, -0.1411, -0.1427, -0.1427, -0.1229, -0.1125, -0.0686, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2061173398810599678", "ticker_idx": 1, "ts": "2026-05-31T19:50:07+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The CEO bought almost 84,000 shares in March and two board members joined him. That's the kind of conviction you can't fake. The energy storage tech is real.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on SOFI, EOSE, OSCR, NOW based on significant insider buying by CEOs plus valuation arguments.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The 4 stocks where CEOs are quietly buying millions in shares with their own money right now:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSOFI\n\nAnthony Noto has personally bought over $2 million in shares the last two months. His salary is $1 million.\n\nA CEO buying twice his annual pay in his own stock is a signal.\n\n---\n\nEOSE\n\nThe stock got crushed on a weak earnings print.\n\nThe CEO bought almost 84,000 shares in March and two board members joined him.\n\nThat’s the kind of conviction you can’t fake.\n\nThe energy storage tech is real.\n\n---\n\nOSCR\n\nMark Bertolini just bought close to $12 million in shares on the open market.\n\nHe has publicly said the stock is worth more than where it trades.\n\nRevenue up over 60% this year. Forward P/E around 21.\n\n---\n\nNOW\n\nBill McDermott picked up nearly 29,000 shares for over $3 million in his most recent buy.\n\nHe has been calling ServiceNow a trillion-dollar company for months. Now he is putting his own money behind that view.\n\n23.9x forward earnings is not expensive for this name.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1993, -0.2028, -0.2728, -0.2681, -0.2396, -0.2349, -0.274, -0.3227, -0.3405, -0.331, -0.3737, -0.3452, -0.3843, -0.3665, -0.3962, -0.395, -0.4282, -0.4235, -0.4786, -0.4116, -0.4081, -0.4104, -0.4104, -0.4259, -0.4686, -0.4555, -0.2942, -0.3333, -0.2693, -0.2503, -0.1601, -0.1566, -0.1507, -0.1507, -0.1661, -0.1293, -0.1779, -0.0902, -0.1507, -0.1922, -0.2479, -0.2052, -0.2349, -0.2432, -0.261, -0.2242, -0.2456, -0.0498, 0.0166, -0.0391, -0.0178, -0.0308, -0.067, -0.1186, -0.1839, -0.1566, -0.0308, -0.0439, -0.0439, 0.0356, 0.0214, 0.0664, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2061173398810599678", "ticker_idx": 2, "ts": "2026-05-31T19:50:07+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mark Bertolini just bought close to $12 million in shares on the open market. He has publicly said the stock is worth more than where it trades.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on SOFI, EOSE, OSCR, NOW based on significant insider buying by CEOs plus valuation arguments.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The 4 stocks where CEOs are quietly buying millions in shares with their own money right now:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSOFI\n\nAnthony Noto has personally bought over $2 million in shares the last two months. His salary is $1 million.\n\nA CEO buying twice his annual pay in his own stock is a signal.\n\n---\n\nEOSE\n\nThe stock got crushed on a weak earnings print.\n\nThe CEO bought almost 84,000 shares in March and two board members joined him.\n\nThat’s the kind of conviction you can’t fake.\n\nThe energy storage tech is real.\n\n---\n\nOSCR\n\nMark Bertolini just bought close to $12 million in shares on the open market.\n\nHe has publicly said the stock is worth more than where it trades.\n\nRevenue up over 60% this year. Forward P/E around 21.\n\n---\n\nNOW\n\nBill McDermott picked up nearly 29,000 shares for over $3 million in his most recent buy.\n\nHe has been calling ServiceNow a trillion-dollar company for months. Now he is putting his own money behind that view.\n\n23.9x forward earnings is not expensive for this name.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.323, -0.3527, -0.3774, -0.372, -0.4017, -0.3972, -0.4152, -0.4049, -0.4026, -0.3923, -0.39, -0.4017, -0.4318, -0.4507, -0.4588, -0.4507, -0.4674, -0.4989, -0.5119, -0.484, -0.4723, -0.4638, -0.4638, -0.426, -0.4166, -0.3414, -0.3459, -0.35, -0.3036, -0.3122, -0.2987, -0.2969, -0.2897, -0.2605, -0.2726, -0.2605, -0.2609, -0.2438, -0.2272, -0.1885, -0.1934, -0.1696, -0.1682, -0.1646, -0.193, -0.1075, -0.0612, -0.0414, -0.0103, 0.0675, 0.0625, 0.0414, 0.049, 0.1381, 0.103, 0.0535, -0.004, 0.0184, 0.0184, -0.0153, -0.0108, 0.0045, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2061173398810599678", "ticker_idx": 3, "ts": "2026-05-31T19:50:07+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "23.9x forward earnings is not expensive for this name.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on SOFI, EOSE, OSCR, NOW based on significant insider buying by CEOs plus valuation arguments.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The 4 stocks where CEOs are quietly buying millions in shares with their own money right now:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSOFI\n\nAnthony Noto has personally bought over $2 million in shares the last two months. His salary is $1 million.\n\nA CEO buying twice his annual pay in his own stock is a signal.\n\n---\n\nEOSE\n\nThe stock got crushed on a weak earnings print.\n\nThe CEO bought almost 84,000 shares in March and two board members joined him.\n\nThat’s the kind of conviction you can’t fake.\n\nThe energy storage tech is real.\n\n---\n\nOSCR\n\nMark Bertolini just bought close to $12 million in shares on the open market.\n\nHe has publicly said the stock is worth more than where it trades.\n\nRevenue up over 60% this year. Forward P/E around 21.\n\n---\n\nNOW\n\nBill McDermott picked up nearly 29,000 shares for over $3 million in his most recent buy.\n\nHe has been calling ServiceNow a trillion-dollar company for months. Now he is putting his own money behind that view.\n\n23.9x forward earnings is not expensive for this name.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0845, -0.0321, -0.0002, -0.0196, -0.0624, -0.0703, -0.0917, -0.0864, -0.0763, -0.0615, -0.0857, -0.0892, -0.1125, -0.1079, -0.1586, -0.1713, -0.1667, -0.2007, -0.156, -0.1594, -0.1635, -0.1799, -0.1799, -0.1765, -0.1915, -0.2163, -0.2779, -0.3326, -0.2839, -0.2941, -0.2427, -0.2246, -0.2228, -0.1982, -0.1948, -0.1713, -0.3183, -0.275, -0.2727, -0.2724, -0.2853, -0.2899, -0.267, -0.2605, -0.2602, -0.284, -0.2475, -0.2669, -0.2644, -0.2844, -0.3001, -0.2723, -0.2356, -0.1684, -0.1812, -0.1694, -0.1984, -0.1788, -0.1788, -0.1966, -0.1789, -0.1258, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2017643378976972842", "ticker_idx": 0, "ts": "2026-01-31T16:57:22+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "long term yeah this is bullish!", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses parent's bullish Bitcoin thesis; institutional money long-term bullish but slow to arrive.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WealthWatcherCo long term yeah this is bullish! but it will take time", "reply_text": null, "parent_text": "🚨 THIS IS MEGA BULLISH FOR BITCOIN\n\nKevin O'Leary just revealed the ONLY mechanic that matters.\n\nThe market you see right now? It’s nothing. It’s retail scraps.\n\nThe REAL money, the trillions locked in sovereign funds and pensions, is sitting on the sidelines.\n\nNot because they https://t.co/ig5xNZSHdB", "quoted_text": null, "parent_author": "WealthWatcherCo", "ret_m1d": 0.06913173159843944, "ret_signed_m1d": 0.06913173159843944, "alpha_spy_m1d": 0.07407850154459417, "alpha_c_m1d": null, "bench_spy_m1d": -0.004946769946154728, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.03882661934945053, "ret_signed_p1d": -0.03882661934945053, "alpha_spy_p1d": -0.03037122291874994, "alpha_c_p1d": null, "bench_spy_p1d": -0.00845539643070059, "bench_c_p1d": null, "ret_p1w": -0.10888446790272044, "ret_signed_p1w": -0.10888446790272044, "alpha_spy_p1w": -0.10678503015247987, "alpha_c_p1w": null, "bench_spy_p1w": -0.0020994377502405737, "bench_c_p1w": null, "ret_p1m": -0.13210420960266522, "ret_signed_p1m": -0.13210420960266522, "alpha_spy_p1m": -0.11041923105116547, "alpha_c_p1m": null, "bench_spy_p1m": -0.021684978551499756, "bench_c_p1m": null, "ret_p3m": -0.030302233026037517, "ret_signed_p3m": -0.030302233026037517, "alpha_spy_p3m": -0.06655804003301113, "alpha_c_p3m": null, "bench_spy_p3m": 0.03625580700697362, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3203, 0.2874, 0.3137, 0.347, 0.3089, 0.292, 0.267, 0.1996, 0.1704, 0.1812, 0.1624, 0.1009, 0.0814, 0.1218, 0.11, 0.1503, 0.1601, 0.1554, 0.097, 0.1609, 0.1886, 0.171, 0.136, 0.1519, 0.178, 0.1694, 0.1757, 0.1472, 0.0982, 0.1163, 0.0947, 0.0861, 0.1196, 0.1246, 0.1109, 0.1134, 0.1086, 0.1095, 0.1074, 0.1238, 0.1121, 0.1276, 0.143, 0.1931, 0.1911, 0.1604, 0.1568, 0.1503, 0.1589, 0.2114, 0.2318, 0.2143, 0.214, 0.1762, 0.1223, 0.1358, 0.1369, 0.1374, 0.1217, 0.1323, 0.1334, 0.0746, 0.0691, 0.0, -0.0388, -0.072, -0.2032, -0.1034, -0.1089, -0.1257, -0.1486, -0.1584, -0.1249, -0.1251, -0.1423, -0.1558, -0.1491, -0.1358, -0.1788, -0.1857, -0.1363, -0.1428, -0.1628, -0.126, -0.1321, -0.076, -0.0997, -0.1341, -0.1307, -0.1113, -0.1078, -0.1041, -0.0981, -0.0486, -0.0606, -0.0946, -0.1115, -0.1038, -0.0988, -0.1038, -0.0938, -0.1258, -0.157, -0.1525, -0.1329, -0.1348, -0.15, -0.1494, -0.1249, -0.0858, -0.0961, -0.088, -0.0726, -0.0534, -0.0573, -0.0494, -0.0449, -0.0198, -0.0358, -0.0297, -0.0062, -0.0053, -0.0157, -0.0168, -0.0297, -0.037, -0.0303, -0.0065, 0.0145, 0.0284, 0.0348, 0.0168, 0.019, 0.0386, 0.0227, 0.0075, 0.03, 0.0048, -0.022, -0.0246, -0.0156, -0.0146, -0.0407, -0.0179, -0.0364, -0.0552, -0.0655, -0.0676, -0.065, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1994380082417184872", "ticker_idx": 0, "ts": "2025-11-28T12:17:20+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "expect chop, drift, and another test of lower levels, probably around $72,000. That's my prediction.", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish BTC near-term; expects drift lower to ~$72K on weak funding, rising exchange balances, and absent catalysts.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 THIS IS WHAT HAPPENS NEXT!!!\n\nWe’ve officially entered the “everybody thinks everyone else is an idiot” phase of the crypto cycle.\n\nHalf the timeline is convinced Bitcoin’s about to skyrocket to $150K+ next year…\n\n…while the other half is confidently calling for $40k btc by the end of next year.\n\nSo who’s actually right??\n\nI dug through the data, the charts, the macro… all of it.\n\nHere’s where we really are right now and what’s coming next:\n\n1/ Honestly?\n\nThe way this drop played out makes $126K look a lot like the real top.\n\n- BTC poked into the mid-$120Ks, couldn’t get any real momentum, and just kind of… deflated.\n\n- There was no wild blowoff candle, no “this is insane” moment, no late-stage hype. Nothing you’d expect at a cycle peak normally.\n\n- A trillion dollars disappeared in just a few weeks\n\n- ETH and the mid-caps rolled over at the exact same time, and none of them showed even a hint of euphoric behavior.\n\nIf that wasn’t the top, it did a damn good impression of one.\n\n2/ What really happened?\n\nDemand basically took the day off.\n\n- Stablecoin printing slowed down\n- ETF inflows dried up\n- Derivatives traders are long gone\n- Funding stopped\n\nEveryone’s staring at the December rate decision and thinking: “Eh… I’ll just wait.”\n\n3/ Liquidity right now feels like walking on thin ice.\n\n- Medium-sized orders move price percentS\n- Orderbooks look like a ghost town during peak hours\n- A big whale selling could move the entire market\n\nThe market is extremely fragile right now.\n\n4/ Derivatives are telling the same story:\n\n- Volatility spiked\n- Skew flipped defensive\n- Traders hedged instead of aping long\n- Futures interest dropped even during relief bounces\n\nNo leverage = no momentum.\nSimple as that.\n\n5/ On-chain signals?\n\nNot fear, just hesitation.\n\n- CDD jumped a bit, but the real old hands aren’t budging\n\n- aSOPR sitting around 1 = no heavy profit-taking, no panic puking\n\n- Most selling is from mid-term holders, not long-term believers\n\nIt’s indecision, not capitulation.\n\n6/ What about institutions?\n\n- BTC ETFs sold billions\n- ETH ETFs did the same\n- OTC desks reported a whole lot of nothing\n\nSome money trickled into shiny new products, but big allocators clearly aren’t rushing into anything at the moment.\n\n7/ Macro should help eventually…\n…timing is the problem.\n\n- Markets expect a December cut\n- Global easing is underway\n- BUT strong jobs data + sticky inflation = Fed says “not so fast”\n\nSo we sit here… waiting.\n\n8/ This isn’t panic selling.\nIt’s controlled bleeding.\n\nNo liquidation cascades.\nNo mass-exit stampedes.\n\nJust slow, steady distribution in a thin market, which can actually be more damaging because it chips away at confidence without giving a clear bottom.\n\n9/ Big picture?\n\nThe bullish narrative is still alive.\n\nNear term? We’re in a fragile, wandering market.\n\n- Weak funding\n- Rising exchange balances\n- Sentiment in “absolute fear“ mode\n- Buyers waiting for someone else to move first\n\nUntil a real catalyst shows up, expect chop, drift, and another test of lower levels, probably around $72,000. That’s my prediction.\n\nWhen this bull run ends and it’s actually time to sell, I’ll call it out publicly like I always do. I don’t gatekeep tops or bottoms. If you’re here, you’ll see it.\n\nIf you want to know why i think a recession is coming next year, check the post i made yesterday. It has 1 million views and there’s a reason for that.\n\nMy header says it all…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004026752443316406, "ret_signed_m1d": -0.004026752443316406, "alpha_spy_m1d": -0.009455526328147501, "alpha_c_m1d": null, "bench_spy_m1d": -0.005428773884831095, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.05056898866147219, "ret_signed_p1d": 0.05056898866147219, "alpha_spy_p1d": 0.0460034832380426, "alpha_c_p1d": null, "bench_spy_p1d": -0.004565505423429594, "bench_c_p1d": null, "ret_p1w": -0.016844700647019817, "ret_signed_p1w": 0.016844700647019817, "alpha_spy_p1w": 0.02021028895715582, "alpha_c_p1w": null, "bench_spy_p1w": 0.003365588310136003, "bench_c_p1w": null, "ret_p1m": -0.0415877204243531, "ret_signed_p1m": 0.0415877204243531, "alpha_spy_p1m": 0.05108816454368581, "alpha_c_p1m": null, "bench_spy_p1m": 0.009500444119332707, "bench_c_p1m": null, "ret_p3m": -0.25252228410748345, "ret_signed_p3m": 0.25252228410748345, "alpha_spy_p3m": 0.26980121628813936, "alpha_c_p3m": null, "bench_spy_p3m": 0.017278932180655904, "bench_c_p3m": null, "ret_p6m": -0.15001590525110442, "ret_signed_p6m": 0.15001590525110442, "alpha_spy_p6m": 0.24731859325765482, "alpha_c_p6m": null, "bench_spy_p6m": 0.0973026880065504, "bench_c_p6m": null, "price_path": [0.2231, 0.2288, 0.2178, 0.217, 0.2326, 0.2267, 0.2534, 0.2704, 0.277, 0.2698, 0.2851, 0.281, 0.2884, 0.2724, 0.2401, 0.232, 0.2465, 0.1994, 0.2067, 0.2583, 0.2545, 0.305, 0.3273, 0.3448, 0.3721, 0.3358, 0.3568, 0.3386, 0.2452, 0.2678, 0.2442, 0.2185, 0.1899, 0.171, 0.2163, 0.1931, 0.1844, 0.2106, 0.2212, 0.2552, 0.2424, 0.2105, 0.1912, 0.205, 0.1719, 0.1174, 0.1427, 0.1142, 0.137, 0.1658, 0.1328, 0.1182, 0.0965, 0.0383, 0.0129, 0.0223, 0.006, -0.0472, -0.0641, -0.0291, -0.0393, -0.0044, 0.004, 0.0, -0.0506, 0.0047, 0.0287, 0.0134, -0.0168, -0.0031, 0.0195, 0.0121, 0.0175, -0.0071, -0.0495, -0.0338, -0.0525, -0.06, -0.031, -0.0267, -0.0386, -0.0364, -0.0405, -0.0398, -0.0416, -0.0274, -0.0375, -0.0241, -0.0107, 0.0326, 0.0309, 0.0043, 0.0012, -0.0045, 0.003, 0.0484, 0.0661, 0.0509, 0.0507, 0.018, -0.0287, -0.017, -0.016, -0.0156, -0.0292, -0.02, -0.0191, -0.0699, -0.0747, -0.1345, -0.1681, -0.1969, -0.3104, -0.224, -0.2288, -0.2434, -0.2632, -0.2716, -0.2426, -0.2428, -0.2576, -0.2694, -0.2635, -0.252, -0.2893, -0.2952, -0.2525, -0.2581, -0.2754, -0.2436, -0.2489, -0.2003, -0.2208, -0.2506, -0.2477, -0.2309, -0.2278, -0.2247, -0.2194, -0.1766, -0.1869, -0.2164, -0.231, -0.2243, -0.22, -0.2244, -0.2157, -0.2434, -0.2704, -0.2665, -0.2495, -0.2512, -0.2643, -0.2638, -0.2426, -0.2087, -0.2177, -0.2106, -0.1973, -0.1808, -0.1841, -0.1772, -0.1734, -0.1517, -0.1655, -0.1602, -0.1399, -0.1391, -0.1481, -0.1491, -0.1602, -0.1666, -0.1607, -0.1401, -0.122, -0.1099, -0.1044, -0.12, -0.118, -0.1011, -0.1148, -0.128, -0.1085, -0.1304, -0.1536, -0.1558, -0.1481, -0.1472, -0.1697, -0.15]}
{"unit_id": "orig:1989189873337561260", "ticker_idx": 0, "ts": "2025-11-14T04:33:17+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin is set to overtake traditional currency… have your money ready for when Bitcoin drops below $60,000 next year", "tweet_type": "prediction", "timeline": "years", "summary": "Long BTC on multi-year thesis; buy when it drops below $60K next year as dollar dominance collapses and Bitcoin overtakes traditional currency by 2027–2028.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "THIS IS INSANE.\n\nA billionaire with inside market knowledge just revealed what’s actually going on behind closed doors.\n\nThe big players aren’t pushing crypto yet.\n\nBlackRock, Tesla, Apple, and NVIDIA are all quietly accumulating.\n\nThey’re positioning themselves for the largest economic shift ever.\n\nBitcoin is set to overtake traditional currency.\n\nThe dollar’s dominance is collapsing.\n\nBut here’s the catch: the shift will take full effect in late 2027 and early 2028.\n\nThe only way for you to make it is to be patient for a few years and have your money ready for when Bitcoin drops below $60,000 next year.\n\nI was right when I told you to exit all crypto markets on October 31; check my account if you don’t trust me.\n\nI was also right when I told you to short the exact ZEC top over a week ago. Again, check my page if you don’t believe me.\n\nAnyway, I will be right again, and those who still don’t follow me will regret it massively.\n\nJust sit and watch.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05614223783876038, "ret_signed_m1d": 0.05614223783876038, "alpha_spy_m1d": 0.055978442253823424, "alpha_c_m1d": null, "bench_spy_m1d": 0.00016379558493695434, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.024406440928130158, "ret_signed_p1d": -0.024406440928130158, "alpha_spy_p1d": -0.01509000749888556, "alpha_c_p1d": null, "bench_spy_p1d": -0.009316433429244597, "bench_c_p1d": null, "ret_p1w": -0.09859448674521232, "ret_signed_p1w": -0.09859448674521232, "alpha_spy_p1w": -0.0793961460045366, "alpha_c_p1w": null, "bench_spy_p1w": -0.019198340740675723, "bench_c_p1w": null, "ret_p1m": -0.08451477404007657, "ret_signed_p1m": -0.08451477404007657, "alpha_spy_p1m": -0.09761138666881675, "alpha_c_p1m": null, "bench_spy_p1m": 0.013096612628740179, "bench_c_p1m": null, "ret_p3m": -0.29032269277360756, "ret_signed_p3m": -0.29032269277360756, "alpha_spy_p3m": -0.3231754463893288, "alpha_c_p3m": null, "bench_spy_p3m": 0.032852753615721264, "bench_c_p3m": null, "ret_p6m": -0.13421386574119476, "ret_signed_p6m": -0.13421386574119476, "alpha_spy_p6m": -0.2407422023317124, "alpha_c_p6m": null, "bench_spy_p6m": 0.10652833659051764, "bench_c_p6m": null, "price_path": [0.1953, 0.2106, 0.1909, 0.2381, 0.1666, 0.1844, 0.1782, 0.1922, 0.1484, 0.1573, 0.178, 0.1835, 0.1729, 0.1722, 0.1872, 0.1815, 0.2072, 0.2236, 0.2299, 0.223, 0.2378, 0.2338, 0.2409, 0.2255, 0.1944, 0.1866, 0.2005, 0.1552, 0.1622, 0.2119, 0.2082, 0.2569, 0.2784, 0.2952, 0.3216, 0.2866, 0.3068, 0.2893, 0.1993, 0.2211, 0.1983, 0.1736, 0.1461, 0.1279, 0.1715, 0.1491, 0.1408, 0.166, 0.1762, 0.2089, 0.1966, 0.1659, 0.1473, 0.1606, 0.1287, 0.0762, 0.1006, 0.0731, 0.0951, 0.1229, 0.0911, 0.077, 0.0561, 0.0, -0.0244, -0.0153, -0.0311, -0.0823, -0.0986, -0.0649, -0.0747, -0.0411, -0.033, -0.0368, -0.0856, -0.0323, -0.0092, -0.0239, -0.0531, -0.0398, -0.0181, -0.0252, -0.02, -0.0437, -0.0845, -0.0694, -0.0874, -0.0947, -0.0667, -0.0626, -0.074, -0.0719, -0.0759, -0.0752, -0.0769, -0.0632, -0.073, -0.06, -0.0472, -0.0055, -0.0071, -0.0327, -0.0357, -0.0412, -0.0339, 0.0098, 0.0268, 0.0122, 0.0119, -0.0195, -0.0645, -0.0532, -0.0523, -0.0518, -0.0649, -0.0561, -0.0552, -0.1042, -0.1088, -0.1664, -0.1988, -0.2265, -0.3358, -0.2526, -0.2572, -0.2712, -0.2903, -0.2985, -0.2706, -0.2707, -0.285, -0.2963, -0.2907, -0.2796, -0.3155, -0.3212, -0.2801, -0.2854, -0.3021, -0.2714, -0.2765, -0.2297, -0.2495, -0.2782, -0.2754, -0.2592, -0.2563, -0.2532, -0.2482, -0.207, -0.2169, -0.2453, -0.2594, -0.2529, -0.2488, -0.253, -0.2446, -0.2713, -0.2972, -0.2935, -0.2772, -0.2788, -0.2914, -0.291, -0.2705, -0.2379, -0.2466, -0.2397, -0.2269, -0.2109, -0.2142, -0.2076, -0.2039, -0.183, -0.1962, -0.1912, -0.1716, -0.1709, -0.1795, -0.1804, -0.1912, -0.1973, -0.1917, -0.1718, -0.1543, -0.1427, -0.1374, -0.1524, -0.1505, -0.1342]}
{"unit_id": "orig:1996587078071509205", "ticker_idx": 0, "ts": "2025-12-04T14:27:08+00:00", "symbol": "Gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold and Bitcoin are ways people try to sidestep counterparty risk and future debasement", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long gold and Bitcoin as hedges against rising long-end yields, fiscal stress, and currency debasement.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity mapped to GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 JAPANESE BOND YIELDS ARE STILL GOING VERTICAL…\n\nand now Europe’s 20- and 30-year yields are breaking out to 15-year highs too.\n\nMeanwhile tons of people are still sitting around waiting for “rates to come down” before selling their homes, refinancing, or taking on new loans.\n\nAnd a whole lot of private equity and credit funds are quietly sweating, hoping the 10-year magically drops before their balance sheets implode.\n\nBut here’s the uncomfortable question:\nWhat if rates don’t come down?\n\nPeople forget this. The Fed doesn’t control the long end of the curve.\n\nSure, a dovish Fed can cut short-term rates to zero…\n\nbut that can just as easily push the 10-year higher if markets smell inflation, fiscal stress, or policy recklessness.\n\nEventually, yes, the Fed steps in and buys whatever it needs to buy.\n\nBut before that?\nThings can get bumpy.\n\nGold and Bitcoin are ways people try to sidestep counterparty risk and future debasement.\n\nCash helps you survive volatility and gives you optionality when others panic.\n\n“But panic? Markets are at all-time highs!”\n\nYeah, timing anything is impossible.\nBut it only takes one trigger.\n\nThis is why central banks are hoarding gold like it’s disappearing.\n\nGold is ripping, global yields are spiking, and debt levels are straight-up unsustainable.\n\nHistory doesn’t repeat perfectly, but it usually whispers at least a warning.\n\nAt the end of the day, none of us control any of this.\n\nThere’s no point stressing as long as you’re positioned in a way that lets you sleep at night.\n\nJust don’t get over-leveraged.\n\nAnd honestly?\n\nRight now is still an incredible moment to be alive.\n\nChristmas markets buzzing, life relatively peaceful, no robot overlords wandering the streets…\n\nThirty years from now, you’ll probably look back and wish you could relive this exact moment.\n\nSo enjoy it like you’ve been given a second chance to experience it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0006457778959181315, "ret_signed_m1d": -0.0006457778959181315, "alpha_spy_m1d": 8.474420540249827e-05, "alpha_c_m1d": 8.474420540249827e-05, "bench_spy_m1d": -0.0007305221013206298, "bench_c_m1d": -0.0007305221013206298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017823532991587676, "ret_signed_p1d": -0.0017823532991587676, "alpha_spy_p1d": -0.0036818901418682604, "alpha_c_p1d": -0.0036818901418682604, "bench_spy_p1d": 0.0018995368427094927, "bench_c_p1d": 0.0018995368427094927, "ret_p1w": 0.015782773937690564, "ret_signed_p1w": 0.015782773937690564, "alpha_spy_p1w": 0.00879846244916549, "alpha_c_p1w": 0.00879846244916549, "bench_spy_p1w": 0.0069843114885250746, "bench_c_p1w": 0.0069843114885250746, "ret_p1m": 0.028801678391886965, "ret_signed_p1m": 0.028801678391886965, "alpha_spy_p1m": 0.02763463682253353, "alpha_c_p1m": 0.02763463682253353, "bench_spy_p1m": 0.001167041569353433, "bench_c_p1m": 0.001167041569353433, "ret_p3m": 0.20925789461901156, "ret_signed_p3m": 0.20925789461901156, "alpha_spy_p3m": 0.21225272132069306, "alpha_c_p3m": 0.21225272132069306, "bench_spy_p3m": -0.0029948267016814967, "bench_c_p3m": -0.0029948267016814967, "ret_p6m": 0.07746749116864038, "ret_signed_p6m": 0.07746749116864038, "alpha_spy_p6m": -0.03416094977432049, "alpha_c_p6m": -0.03416094977432049, "bench_spy_p6m": 0.11162844094296087, "bench_c_p6m": 0.11162844094296087, "price_path": [-0.1351, -0.1371, -0.134, -0.1353, -0.1336, -0.1246, -0.1228, -0.1296, -0.1331, -0.1239, -0.1087, -0.1051, -0.1132, -0.1095, -0.1043, -0.0896, -0.0818, -0.0803, -0.0835, -0.0762, -0.0588, -0.0539, -0.0383, -0.0561, -0.0465, -0.0234, -0.0164, 0.0007, 0.0241, 0.0048, 0.0414, -0.0255, -0.0254, -0.0215, -0.0248, -0.052, -0.0588, -0.0623, -0.0439, -0.0491, -0.0474, -0.0641, -0.0533, -0.0544, -0.0486, -0.0226, -0.0188, -0.0029, -0.011, -0.0289, -0.04, -0.033, -0.0314, -0.0317, -0.0332, -0.0179, -0.0182, -0.0104, -0.0104, 0.0019, 0.0068, 0.0003, -0.0006, 0.0, -0.0018, -0.0044, 0.0007, 0.005, 0.0158, 0.0215, 0.0224, 0.0226, 0.0314, 0.0296, 0.0307, 0.0545, 0.0685, 0.0641, 0.0641, 0.0765, 0.0296, 0.0304, 0.0237, 0.0237, 0.0288, 0.0559, 0.0673, 0.0571, 0.0629, 0.0706, 0.0907, 0.0891, 0.1003, 0.0935, 0.0882, 0.0882, 0.1294, 0.1459, 0.167, 0.1831, 0.2004, 0.2298, 0.2775, 0.281, 0.1494, 0.1033, 0.1735, 0.1727, 0.1414, 0.1765, 0.2064, 0.1944, 0.2079, 0.166, 0.195, 0.195, 0.1578, 0.1838, 0.1871, 0.2105, 0.2432, 0.226, 0.2229, 0.2334, 0.2496, 0.2657, 0.2093, 0.2187, 0.2041, 0.2231, 0.2206, 0.2344, 0.2302, 0.206, 0.1904, 0.1893, 0.1863, 0.1488, 0.1015, 0.0678, 0.0437, 0.0439, 0.0753, 0.0349, 0.0712, 0.0709, 0.1115, 0.1309, 0.1092, 0.1092, 0.1047, 0.1154, 0.1224, 0.1312, 0.1292, 0.1246, 0.1497, 0.1378, 0.1368, 0.1519, 0.142, 0.1096, 0.1243, 0.1134, 0.1191, 0.1105, 0.0898, 0.0782, 0.0944, 0.0931, 0.0712, 0.0804, 0.1132, 0.1151, 0.1205, 0.1227, 0.1183, 0.112, 0.1035, 0.0779, 0.0809, 0.063, 0.0782, 0.0771, 0.0689, 0.0689, 0.0694, 0.0552, 0.0662, 0.0775]}
{"unit_id": "orig:1996587078071509205", "ticker_idx": 1, "ts": "2025-12-04T14:27:08+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold and Bitcoin are ways people try to sidestep counterparty risk and future debasement", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long gold and Bitcoin as hedges against rising long-end yields, fiscal stress, and currency debasement.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 JAPANESE BOND YIELDS ARE STILL GOING VERTICAL…\n\nand now Europe’s 20- and 30-year yields are breaking out to 15-year highs too.\n\nMeanwhile tons of people are still sitting around waiting for “rates to come down” before selling their homes, refinancing, or taking on new loans.\n\nAnd a whole lot of private equity and credit funds are quietly sweating, hoping the 10-year magically drops before their balance sheets implode.\n\nBut here’s the uncomfortable question:\nWhat if rates don’t come down?\n\nPeople forget this. The Fed doesn’t control the long end of the curve.\n\nSure, a dovish Fed can cut short-term rates to zero…\n\nbut that can just as easily push the 10-year higher if markets smell inflation, fiscal stress, or policy recklessness.\n\nEventually, yes, the Fed steps in and buys whatever it needs to buy.\n\nBut before that?\nThings can get bumpy.\n\nGold and Bitcoin are ways people try to sidestep counterparty risk and future debasement.\n\nCash helps you survive volatility and gives you optionality when others panic.\n\n“But panic? Markets are at all-time highs!”\n\nYeah, timing anything is impossible.\nBut it only takes one trigger.\n\nThis is why central banks are hoarding gold like it’s disappearing.\n\nGold is ripping, global yields are spiking, and debt levels are straight-up unsustainable.\n\nHistory doesn’t repeat perfectly, but it usually whispers at least a warning.\n\nAt the end of the day, none of us control any of this.\n\nThere’s no point stressing as long as you’re positioned in a way that lets you sleep at night.\n\nJust don’t get over-leveraged.\n\nAnd honestly?\n\nRight now is still an incredible moment to be alive.\n\nChristmas markets buzzing, life relatively peaceful, no robot overlords wandering the streets…\n\nThirty years from now, you’ll probably look back and wish you could relive this exact moment.\n\nSo enjoy it like you’ve been given a second chance to experience it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015044011731939921, "ret_signed_m1d": 0.015044011731939921, "alpha_spy_m1d": 0.01577453383326055, "alpha_c_m1d": null, "bench_spy_m1d": -0.0007305221013206298, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.029887330373216225, "ret_signed_p1d": -0.029887330373216225, "alpha_spy_p1d": -0.03178686721592572, "alpha_c_p1d": null, "bench_spy_p1d": 0.0018995368427094927, "bench_c_p1d": null, "ret_p1w": 0.0040124204180249645, "ret_signed_p1w": 0.0040124204180249645, "alpha_spy_p1w": -0.00297189107050011, "alpha_c_p1w": null, "bench_spy_p1w": 0.0069843114885250746, "bench_c_p1w": null, "ret_p1m": -0.023842966601685167, "ret_signed_p1m": -0.023842966601685167, "alpha_spy_p1m": -0.0250100081710386, "alpha_c_p1m": null, "bench_spy_p1m": 0.001167041569353433, "bench_c_p1m": null, "ret_p3m": -0.25881871046337634, "ret_signed_p3m": -0.25881871046337634, "alpha_spy_p3m": -0.25582388376169485, "alpha_c_p3m": null, "bench_spy_p3m": -0.0029948267016814967, "bench_c_p3m": null, "ret_p6m": -0.2036983997460431, "ret_signed_p6m": -0.2036983997460431, "alpha_spy_p6m": -0.31532684068900396, "alpha_c_p6m": null, "bench_spy_p6m": 0.11162844094296087, "bench_c_p6m": null, "price_path": [0.2163, 0.2104, 0.2367, 0.2536, 0.26, 0.2529, 0.2681, 0.264, 0.2713, 0.2556, 0.2236, 0.2157, 0.2299, 0.1835, 0.1907, 0.2416, 0.2378, 0.2877, 0.3097, 0.3269, 0.3539, 0.3181, 0.3388, 0.3209, 0.2287, 0.251, 0.2277, 0.2023, 0.1741, 0.1555, 0.2002, 0.1773, 0.1687, 0.1946, 0.205, 0.2385, 0.2259, 0.1944, 0.1754, 0.189, 0.1563, 0.1025, 0.1275, 0.0994, 0.1219, 0.1504, 0.1178, 0.1033, 0.082, 0.0245, -0.0005, 0.0088, -0.0073, -0.0598, -0.0765, -0.042, -0.0521, -0.0176, -0.0093, -0.0133, -0.0632, -0.0086, 0.015, 0.0, -0.0299, -0.0163, 0.006, -0.0013, 0.004, -0.0203, -0.0621, -0.0466, -0.0651, -0.0725, -0.0438, -0.0396, -0.0513, -0.0492, -0.0533, -0.0525, -0.0543, -0.0403, -0.0503, -0.037, -0.0238, 0.0189, 0.0172, -0.009, -0.0121, -0.0177, -0.0103, 0.0345, 0.052, 0.037, 0.0367, 0.0045, -0.0416, -0.03, -0.0291, -0.0286, -0.042, -0.033, -0.0321, -0.0823, -0.087, -0.146, -0.1792, -0.2075, -0.3195, -0.2343, -0.239, -0.2534, -0.2729, -0.2813, -0.2527, -0.2529, -0.2675, -0.2791, -0.2733, -0.2619, -0.2987, -0.3045, -0.2624, -0.2679, -0.285, -0.2536, -0.2588, -0.2109, -0.2312, -0.2605, -0.2576, -0.2411, -0.2381, -0.2349, -0.2298, -0.1875, -0.1977, -0.2268, -0.2412, -0.2346, -0.2304, -0.2347, -0.2261, -0.2534, -0.28, -0.2762, -0.2595, -0.2612, -0.2741, -0.2736, -0.2527, -0.2192, -0.2281, -0.2211, -0.208, -0.1916, -0.1949, -0.1882, -0.1844, -0.163, -0.1766, -0.1714, -0.1513, -0.1506, -0.1594, -0.1604, -0.1714, -0.1776, -0.1719, -0.1515, -0.1336, -0.1217, -0.1163, -0.1317, -0.1297, -0.113, -0.1266, -0.1396, -0.1204, -0.1419, -0.1648, -0.167, -0.1594, -0.1585, -0.1807, -0.1613, -0.1771, -0.1931, -0.2019, -0.2037]}
{"unit_id": "reply:1998802303768486371", "ticker_idx": 0, "ts": "2025-12-10T17:09:39+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "wow that's mega bullish, that means people are willing to hold long term instead of trading it", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses declining exchange supply as mega bullish signal for BTC; long-term holders accumulating.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Riziocrypto wow that’s mega bullish, that means people are willing to hold long term instead of trading it", "reply_text": null, "parent_text": "🚨 BITCOIN SUPPLY ON EXCHANGES JUST HIT A NEW LOW… AND NOBODY IS TALKING ABOUT IT.\n\nLook at this chart.\n\n– December 2024: 3.16M BTC sitting on exchanges\n– December 2025: 2.93M BTC\n\nThat’s over 230,000 BTC withdrawn in one year, quietly, steadily, while everyone panicked over https://t.co/74NyvRgJak", "quoted_text": null, "parent_author": "theUMreal", "ret_m1d": 0.0072892711840994995, "ret_signed_m1d": 0.0072892711840994995, "alpha_spy_m1d": 0.013877752750679706, "alpha_c_m1d": null, "bench_spy_m1d": -0.0065884815665802066, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.005329119618741718, "ret_signed_p1d": 0.005329119618741718, "alpha_spy_p1d": 0.0030021714882144668, "alpha_c_p1d": null, "bench_spy_p1d": 0.002326948130527251, "bench_c_p1d": null, "ret_p1w": -0.06386793224130949, "ret_signed_p1w": -0.06386793224130949, "alpha_spy_p1w": -0.04035026694206523, "alpha_c_p1w": null, "bench_spy_p1w": -0.02351766529924426, "bench_c_p1w": null, "ret_p1m": -0.010799935918121895, "ret_signed_p1m": -0.010799935918121895, "alpha_spy_p1m": -0.016584676298470047, "alpha_c_p1m": null, "bench_spy_p1m": 0.005784740380348152, "bench_c_p1m": null, "ret_p3m": -0.2566650714116462, "ret_signed_p3m": -0.2566650714116462, "alpha_spy_p3m": -0.246054134371551, "alpha_c_p3m": null, "bench_spy_p3m": -0.010610937040095192, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2617, 0.2545, 0.2697, 0.2657, 0.2729, 0.2572, 0.2252, 0.2173, 0.2316, 0.185, 0.1923, 0.2432, 0.2395, 0.2894, 0.3115, 0.3287, 0.3557, 0.3198, 0.3405, 0.3226, 0.2303, 0.2527, 0.2293, 0.2039, 0.1757, 0.157, 0.2018, 0.1788, 0.1703, 0.1961, 0.2066, 0.2401, 0.2275, 0.196, 0.177, 0.1906, 0.1579, 0.104, 0.129, 0.1009, 0.1234, 0.1519, 0.1193, 0.1048, 0.0834, 0.0258, 0.0008, 0.0101, -0.006, -0.0586, -0.0753, -0.0408, -0.0508, -0.0163, -0.008, -0.012, -0.0619, -0.0073, 0.0164, 0.0013, -0.0286, -0.015, 0.0073, 0.0, 0.0053, -0.019, -0.0609, -0.0454, -0.0639, -0.0713, -0.0426, -0.0384, -0.0501, -0.0479, -0.052, -0.0513, -0.0531, -0.039, -0.049, -0.0357, -0.0226, 0.0202, 0.0186, -0.0077, -0.0108, -0.0164, -0.009, 0.0359, 0.0533, 0.0384, 0.0381, 0.0058, -0.0403, -0.0287, -0.0278, -0.0274, -0.0408, -0.0317, -0.0308, -0.0811, -0.0858, -0.1449, -0.1781, -0.2065, -0.3186, -0.2333, -0.238, -0.2524, -0.272, -0.2804, -0.2517, -0.2519, -0.2665, -0.2781, -0.2724, -0.261, -0.2978, -0.3036, -0.2615, -0.267, -0.2841, -0.2526, -0.2578, -0.2098, -0.2302, -0.2596, -0.2567, -0.2401, -0.2371, -0.2339, -0.2288, -0.1865, -0.1967, -0.2258, -0.2403, -0.2336, -0.2294, -0.2337, -0.2251, -0.2524, -0.2791, -0.2753, -0.2585, -0.2602, -0.2731, -0.2727, -0.2517, -0.2182, -0.2271, -0.2201, -0.2069, -0.1906, -0.1939, -0.1871, -0.1833, -0.1619, -0.1755, -0.1703, -0.1502, -0.1494, -0.1583, -0.1592, -0.1703, -0.1765, -0.1708, -0.1504, -0.1325, -0.1206, -0.1151, -0.1305, -0.1286, -0.1119, -0.1254, -0.1385, -0.1192, -0.1408, -0.1637, -0.1659, -0.1583, -0.1574, -0.1797, -0.1602, -0.176, -0.1921, -0.2009, -0.2027, -0.2005, null, null, null]}
{"unit_id": "orig:1995844919609422319", "ticker_idx": 0, "ts": "2025-12-02T13:18:04+00:00", "symbol": "Strategy", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The loop that turned a $250M bet into a $56B empire? It's spinning in reverse. $8.2B in debt. $7.8B in preferred shares. $16B in obligations… backed by a company the market now values as an empty shell.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish on MicroStrategy/Strategy: premium gone, $16B in obligations, MSCI ejection risk triggering $8.8B forced selling, BTC cost basis near break-even — empire unraveling.", "resolved_tickers": ["MSTR"], "resolution_method": "exchange_ticker", "resolution_reason": "Strategy is the rebranded name of MicroStrategy (MSTR), BTC treasury firm", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "🚨 THIS IS INSANE!!!\n\nI can’t believe I’m even typing this, but here we are.\n\nThe biggest corporate Bitcoin holder on the planet is officially worth less than the Bitcoin it owns.\n\nRead that again. Let it sink in.\n\nThey’ve got 650,000 BTC on the books, or roughly $55.9B at today’s price.\n\nTheir entire market cap?\n$45.7B.\n\nWall Street is basically saying:\n“Yeah, your Bitcoin stack is cool, but your company? That’s a $10B liability.”\n\nThis isn’t some glitch.\nThis isn’t a one-day anomaly.\nThis is the first real, sustained inversion since they started this crazy Bitcoin-hoarding experiment.\n\nThe same machine that accumulated 3.1% of all Bitcoin that will ever exist is now being valued like the Bitcoin doesn’t even matter.\n\nAnd here’s the part most people don’t know about:\n\nThey just scrambled to build a $1.44B cash reserve so they can keep paying dividends.\nFor the first time in half a decade, the CEO hinted, very carefully, that selling Bitcoin is on the table “if absolutely necessary.”\n\nThe stock has fallen 57% since October 6.\nThe premium they lived on is completely gone.\n\nThe loop that turned a $250M bet into a $56B empire? It’s spinning in reverse.\n\nAnd things get uglier.\n\nIn just 44 days, MSCI decides whether to kick them out of global indexes.\n\nJPMorgan says that would trigger $8.8B of forced selling.\n\nYou don’t need a PhD to know what that would do to the price.\n\nLet’s talk numbers:\n$8.2B in debt.\n$7.8B in preferred shares.\n$16B in obligations… backed by a company the market now values as an empty shell.\n\nTheir average Bitcoin cost: $74,436.\nThey’re sitting just 15% above break-even.\nOne bad move in the market and five years of “number go up” disappears overnight.\n\nAnd this isn’t just about them anymore.\n\nThis is the real test:\nCan a corporation hold hard money without the legacy financial system ripping it to shreds for trying?\n\nThe biggest Bitcoin experiment in corporate history is cracking right in front of us.\n\nJanuary 15, 2026.\nCircle that date.\n\nWe’re officially entering the chaos chapter.\n\nI’ll keep you guys updated.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05465175956564838, "ret_signed_m1d": 0.05465175956564838, "alpha_spy_m1d": 0.05280288456213578, "alpha_c_m1d": 0.05280288456213578, "bench_spy_m1d": -0.0018488750035126067, "bench_c_m1d": -0.0018488750035126067, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038934525380811325, "ret_signed_p1d": -0.038934525380811325, "alpha_spy_p1d": -0.035471757587550945, "alpha_c_p1d": -0.035471757587550945, "bench_spy_p1d": 0.0034627677932603795, "bench_c_p1d": 0.0034627677932603795, "ret_p1w": 0.04224344336160213, "ret_signed_p1w": -0.04224344336160213, "alpha_spy_p1w": -0.04002790964124925, "alpha_c_p1w": -0.04002790964124925, "bench_spy_p1w": 0.00221553372035288, "bench_c_p1w": 0.00221553372035288, "ret_p1m": -0.16202506251660376, "ret_signed_p1m": 0.16202506251660376, "alpha_spy_p1m": 0.16555384869341694, "alpha_c_p1m": 0.16555384869341694, "bench_spy_p1m": 0.003528786176813181, "bench_c_p1m": 0.003528786176813181, "ret_p3m": -0.28583246736711965, "ret_signed_p3m": 0.28583246736711965, "alpha_spy_p3m": 0.29535073311372007, "alpha_c_p3m": 0.29535073311372007, "bench_spy_p3m": 0.009518265746600418, "bench_c_p3m": 0.009518265746600418, "ret_p6m": -0.1496167463125575, "ret_signed_p6m": 0.1496167463125575, "alpha_spy_p6m": 0.2570266749010215, "alpha_c_p6m": 0.2570266749010215, "bench_spy_p6m": 0.10740992858846399, "bench_c_p6m": 0.10740992858846399, "price_path": [0.8066, 0.8523, 0.8193, 0.8118, 0.8003, 0.7979, 0.8278, 0.8077, 0.848, 0.8183, 0.9253, 0.9012, 0.8526, 0.8076, 0.783, 0.6583, 0.7044, 0.8001, 0.7769, 0.8663, 0.943, 0.9392, 0.9836, 0.8111, 0.8243, 0.7663, 0.6809, 0.7398, 0.6581, 0.6366, 0.5653, 0.5986, 0.6357, 0.665, 0.5486, 0.5713, 0.5942, 0.6303, 0.5697, 0.5186, 0.4039, 0.4863, 0.4596, 0.3621, 0.4063, 0.3081, 0.3342, 0.3174, 0.2759, 0.2387, 0.1501, 0.1016, 0.0777, 0.1405, 0.0285, -0.0232, -0.0597, -0.0126, -0.0504, -0.0314, -0.0314, -0.0229, -0.0547, 0.0, 0.0389, 0.0258, -0.0129, 0.013, 0.0422, 0.0183, 0.0109, -0.0269, -0.1062, -0.0763, -0.1155, -0.1273, -0.091, -0.0938, -0.1293, -0.1247, -0.1247, -0.1242, -0.1431, -0.1418, -0.162, -0.162, -0.1333, -0.0916, -0.1288, -0.1075, -0.0792, -0.1324, -0.1053, -0.046, -0.011, -0.0575, -0.042, -0.042, -0.1164, -0.0966, -0.1122, -0.1005, -0.1144, -0.1089, -0.1262, -0.2103, -0.1744, -0.23, -0.2651, -0.2881, -0.41, -0.2559, -0.2365, -0.2665, -0.3047, -0.3217, -0.2617, -0.2617, -0.2904, -0.3095, -0.2861, -0.2773, -0.3178, -0.3128, -0.2519, -0.2643, -0.2858, -0.2409, -0.2683, -0.1924, -0.229, -0.2636, -0.2337, -0.2364, -0.2371, -0.2426, -0.2297, -0.1865, -0.1712, -0.2248, -0.2376, -0.2519, -0.2379, -0.2486, -0.2327, -0.2669, -0.305, -0.3303, -0.3118, -0.3229, -0.3392, -0.3392, -0.2958, -0.3177, -0.2925, -0.2894, -0.2906, -0.2701, -0.2422, -0.2084, -0.1786, -0.0817, -0.058, -0.0957, -0.0109, -0.0489, -0.0569, -0.0669, -0.0861, -0.1276, -0.0876, -0.0229, 0.0136, 0.0307, 0.0303, -0.0082, 0.0345, 0.0806, 0.017, -0.0182, 0.0311, -0.0216, -0.0811, -0.0921, -0.0856, -0.0909, -0.1182, -0.1182, -0.118, -0.1496]}
{"unit_id": "thread:2057437102380294214", "ticker_idx": 0, "ts": "2026-05-21T12:23:25+00:00", "symbol": "IBM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If quantum has a default winner, this is it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five quantum computing stocks named as top beneficiaries of $2B Trump administration investment: IBM, GFS, RGTI, QBTS, and INFQ.", "resolved_tickers": ["IBM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The Trump administration just put $2 billion into quantum computing in exchange for direct equity stakes.\n\nThese are the 5 stocks that benefit the most.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nIBM. The anchor of the entire package.\n\n$1 billion to build America's first purpose-built quantum foundry.\n\nThe largest single grant in the deal.\n\nRuns the biggest superconducting quantum fleet on earth.\n\nIf quantum has a default winner, this is it.\n\n---\n\nGFS. GlobalFoundries.\n\n$375 million award. The second biggest in the package.\n\nManufactures the silicon chips used by multiple quantum players including PsiQuantum.\n\nWithout GFS most of the others cannot build hardware at scale.\n\nThe picks and shovels of the quantum trade.\n\n---\n\nRGTI. Rigetti Computing.\n\n$100 million direct award and instant validation.\n\nSmall-cap pure play with maximum torque to the news.\n\nStock jumped 15% on the day of the announcement.\n\nSuperconducting qubits, IBM's direct competitor at a fraction of the size.\n\nThe high-beta play.\n\n---\n\nQBTS. D-Wave Quantum.\n\n$100 million direct award confirmed in the package.\n\nQuantum annealing pioneer with 4,400+ qubits already in production.\n\nStock jumped 18% on the day of the announcement.\n\nThe only public name with a fundamentally different architecture than IBM or RGTI.\n\n---\n\nINFQ. Infleqtion.\n\nBrand new to the public markets. Listed on NYSE in February 2026.\n\nJust received $100 million from the same package.\n\nNeutral-atom platform. A different modality than IBM or RGTI.\n\nSmallest float. Freshest name. Biggest catalyst inflection.\n\n---\n\nThe pattern is unmistakable.\n\nLike I said, all my moves will be posted exclusively on @InTheAssembly\n\nFollow them right now before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11056647462439928, "ret_signed_m1d": -0.11056647462439928, "alpha_spy_m1d": -0.10858730244496617, "alpha_c_m1d": -0.10239174526285055, "bench_spy_m1d": -0.0019791721794331085, "bench_c_m1d": -0.008174729361548727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0034391236628428246, "ret_signed_p1d": 0.0034391236628428246, "alpha_spy_p1d": -0.0004924307055527155, "alpha_c_p1d": -0.006583234819582673, "bench_spy_p1d": 0.00393155436839554, "bench_c_p1d": 0.010022358482425497, "ret_p1w": 0.044471676268780014, "ret_signed_p1w": 0.044471676268780014, "alpha_spy_p1w": 0.028476408400102793, "alpha_c_p1w": -0.0017209313351544964, "bench_spy_p1w": 0.01599526786867722, "bench_c_p1w": 0.04619260760393451, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1235, -0.1001, -0.0679, -0.0503, -0.0574, -0.0607, -0.0375, -0.0187, 0.0067, 0.0158, -0.0059, -0.0182, -0.0234, -0.0281, -0.0336, -0.0219, 0.005, -0.0127, -0.0175, -0.0513, -0.0251, -0.0559, -0.0527, -0.0516, -0.0726, -0.069, -0.0488, -0.0459, -0.0262, -0.0262, -0.0318, -0.0383, -0.0514, -0.0693, -0.0945, -0.0668, -0.0571, -0.0394, -0.015, -0.0053, -0.0044, 0.0033, -0.0117, -0.0932, -0.0897, -0.1051, -0.0855, -0.1088, -0.0936, -0.0888, -0.0995, -0.1013, -0.1142, -0.0923, -0.0918, -0.1163, -0.1334, -0.1515, -0.1368, -0.1331, -0.1195, -0.1211, -0.1106, 0.0, 0.0034, 0.0034, -0.009, 0.0088, 0.0445, 0.1772, 0.1772, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057437102380294214", "ticker_idx": 1, "ts": "2026-05-21T12:23:25+00:00", "symbol": "GFS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The picks and shovels of the quantum trade.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five quantum computing stocks named as top beneficiaries of $2B Trump administration investment: IBM, GFS, RGTI, QBTS, and INFQ.", "resolved_tickers": ["GFS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The Trump administration just put $2 billion into quantum computing in exchange for direct equity stakes.\n\nThese are the 5 stocks that benefit the most.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nIBM. The anchor of the entire package.\n\n$1 billion to build America's first purpose-built quantum foundry.\n\nThe largest single grant in the deal.\n\nRuns the biggest superconducting quantum fleet on earth.\n\nIf quantum has a default winner, this is it.\n\n---\n\nGFS. GlobalFoundries.\n\n$375 million award. The second biggest in the package.\n\nManufactures the silicon chips used by multiple quantum players including PsiQuantum.\n\nWithout GFS most of the others cannot build hardware at scale.\n\nThe picks and shovels of the quantum trade.\n\n---\n\nRGTI. Rigetti Computing.\n\n$100 million direct award and instant validation.\n\nSmall-cap pure play with maximum torque to the news.\n\nStock jumped 15% on the day of the announcement.\n\nSuperconducting qubits, IBM's direct competitor at a fraction of the size.\n\nThe high-beta play.\n\n---\n\nQBTS. D-Wave Quantum.\n\n$100 million direct award confirmed in the package.\n\nQuantum annealing pioneer with 4,400+ qubits already in production.\n\nStock jumped 18% on the day of the announcement.\n\nThe only public name with a fundamentally different architecture than IBM or RGTI.\n\n---\n\nINFQ. Infleqtion.\n\nBrand new to the public markets. Listed on NYSE in February 2026.\n\nJust received $100 million from the same package.\n\nNeutral-atom platform. A different modality than IBM or RGTI.\n\nSmallest float. Freshest name. Biggest catalyst inflection.\n\n---\n\nThe pattern is unmistakable.\n\nLike I said, all my moves will be posted exclusively on @InTheAssembly\n\nFollow them right now before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1298094376972001, "ret_signed_m1d": -0.1298094376972001, "alpha_spy_m1d": -0.127830265517767, "alpha_c_m1d": -0.1241391698402684, "bench_spy_m1d": -0.0019791721794331085, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052735107510691215, "ret_signed_p1d": 0.052735107510691215, "alpha_spy_p1d": 0.048803553142295675, "alpha_c_p1d": 0.03787280848829844, "bench_spy_p1d": 0.00393155436839554, "bench_c_p1d": 0.014862299022392778, "ret_p1w": -0.008850660531139032, "ret_signed_p1w": -0.008850660531139032, "alpha_spy_p1w": -0.024845928399816253, "alpha_c_p1w": -0.06511256785718478, "bench_spy_p1w": 0.01599526786867722, "bench_c_p1w": 0.056261907326045746, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4326, -0.4146, -0.3994, -0.4232, -0.4155, -0.387, -0.4195, -0.4152, -0.4059, -0.4237, -0.4176, -0.4268, -0.458, -0.4888, -0.4854, -0.462, -0.4683, -0.4779, -0.467, -0.4704, -0.4596, -0.4336, -0.4254, -0.4521, -0.4722, -0.4913, -0.4532, -0.4562, -0.4622, -0.4622, -0.4639, -0.46, -0.4124, -0.4014, -0.3985, -0.3973, -0.4049, -0.4061, -0.3806, -0.327, -0.2777, -0.2717, -0.2577, -0.2435, -0.2404, -0.2581, -0.2687, -0.2288, -0.2059, -0.2021, -0.1672, -0.0899, -0.1112, -0.1281, -0.0889, -0.0782, -0.1131, -0.0782, -0.0923, -0.1269, -0.1661, -0.1803, -0.1298, 0.0, 0.0527, 0.0527, 0.1058, -0.003, -0.0089, -0.017, -0.017, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057437102380294214", "ticker_idx": 2, "ts": "2026-05-21T12:23:25+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The high-beta play.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five quantum computing stocks named as top beneficiaries of $2B Trump administration investment: IBM, GFS, RGTI, QBTS, and INFQ.", "resolved_tickers": ["RGTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The Trump administration just put $2 billion into quantum computing in exchange for direct equity stakes.\n\nThese are the 5 stocks that benefit the most.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nIBM. The anchor of the entire package.\n\n$1 billion to build America's first purpose-built quantum foundry.\n\nThe largest single grant in the deal.\n\nRuns the biggest superconducting quantum fleet on earth.\n\nIf quantum has a default winner, this is it.\n\n---\n\nGFS. GlobalFoundries.\n\n$375 million award. The second biggest in the package.\n\nManufactures the silicon chips used by multiple quantum players including PsiQuantum.\n\nWithout GFS most of the others cannot build hardware at scale.\n\nThe picks and shovels of the quantum trade.\n\n---\n\nRGTI. Rigetti Computing.\n\n$100 million direct award and instant validation.\n\nSmall-cap pure play with maximum torque to the news.\n\nStock jumped 15% on the day of the announcement.\n\nSuperconducting qubits, IBM's direct competitor at a fraction of the size.\n\nThe high-beta play.\n\n---\n\nQBTS. D-Wave Quantum.\n\n$100 million direct award confirmed in the package.\n\nQuantum annealing pioneer with 4,400+ qubits already in production.\n\nStock jumped 18% on the day of the announcement.\n\nThe only public name with a fundamentally different architecture than IBM or RGTI.\n\n---\n\nINFQ. Infleqtion.\n\nBrand new to the public markets. Listed on NYSE in February 2026.\n\nJust received $100 million from the same package.\n\nNeutral-atom platform. A different modality than IBM or RGTI.\n\nSmallest float. Freshest name. Biggest catalyst inflection.\n\n---\n\nThe pattern is unmistakable.\n\nLike I said, all my moves will be posted exclusively on @InTheAssembly\n\nFollow them right now before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.23411985210606245, "ret_signed_m1d": -0.23411985210606245, "alpha_spy_m1d": -0.23214067992662935, "alpha_c_m1d": -0.22594512274451373, "bench_spy_m1d": -0.0019791721794331085, "bench_c_m1d": -0.008174729361548727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1987295362442958, "ret_signed_p1d": 0.1987295362442958, "alpha_spy_p1d": 0.19479798187590025, "alpha_c_p1d": 0.1887071777618703, "bench_spy_p1d": 0.00393155436839554, "bench_c_p1d": 0.010022358482425497, "ret_p1w": 0.2264065137856992, "ret_signed_p1w": 0.2264065137856992, "alpha_spy_p1w": 0.21041124591702198, "alpha_c_p1w": 0.1802139061817647, "bench_spy_p1w": 0.01599526786867722, "bench_c_p1w": 0.04619260760393451, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2731, -0.2523, -0.2001, -0.1543, -0.2096, -0.1974, -0.2305, -0.1942, -0.23, -0.2282, -0.2015, -0.2291, -0.2314, -0.2709, -0.2663, -0.2677, -0.2641, -0.289, -0.3008, -0.3249, -0.2795, -0.2922, -0.3131, -0.3462, -0.3956, -0.4147, -0.363, -0.3875, -0.3562, -0.3562, -0.3557, -0.3721, -0.3407, -0.3507, -0.3339, -0.3135, -0.2346, -0.1329, -0.1175, -0.1012, -0.1089, -0.172, -0.1661, -0.235, -0.2464, -0.2328, -0.2564, -0.2704, -0.2083, -0.206, -0.1969, -0.1711, -0.0885, -0.1679, -0.1407, -0.0694, -0.1348, -0.1645, -0.1257, -0.1901, -0.2459, -0.2759, -0.2341, 0.0, 0.1987, 0.1987, 0.1373, 0.1171, 0.2264, 0.1588, 0.1588, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057437102380294214", "ticker_idx": 3, "ts": "2026-05-21T12:23:25+00:00", "symbol": "QBTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only public name with a fundamentally different architecture than IBM or RGTI.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five quantum computing stocks named as top beneficiaries of $2B Trump administration investment: IBM, GFS, RGTI, QBTS, and INFQ.", "resolved_tickers": ["QBTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The Trump administration just put $2 billion into quantum computing in exchange for direct equity stakes.\n\nThese are the 5 stocks that benefit the most.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nIBM. The anchor of the entire package.\n\n$1 billion to build America's first purpose-built quantum foundry.\n\nThe largest single grant in the deal.\n\nRuns the biggest superconducting quantum fleet on earth.\n\nIf quantum has a default winner, this is it.\n\n---\n\nGFS. GlobalFoundries.\n\n$375 million award. The second biggest in the package.\n\nManufactures the silicon chips used by multiple quantum players including PsiQuantum.\n\nWithout GFS most of the others cannot build hardware at scale.\n\nThe picks and shovels of the quantum trade.\n\n---\n\nRGTI. Rigetti Computing.\n\n$100 million direct award and instant validation.\n\nSmall-cap pure play with maximum torque to the news.\n\nStock jumped 15% on the day of the announcement.\n\nSuperconducting qubits, IBM's direct competitor at a fraction of the size.\n\nThe high-beta play.\n\n---\n\nQBTS. D-Wave Quantum.\n\n$100 million direct award confirmed in the package.\n\nQuantum annealing pioneer with 4,400+ qubits already in production.\n\nStock jumped 18% on the day of the announcement.\n\nThe only public name with a fundamentally different architecture than IBM or RGTI.\n\n---\n\nINFQ. Infleqtion.\n\nBrand new to the public markets. Listed on NYSE in February 2026.\n\nJust received $100 million from the same package.\n\nNeutral-atom platform. A different modality than IBM or RGTI.\n\nSmallest float. Freshest name. Biggest catalyst inflection.\n\n---\n\nThe pattern is unmistakable.\n\nLike I said, all my moves will be posted exclusively on @InTheAssembly\n\nFollow them right now before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.2501942731671539, "ret_signed_m1d": -0.2501942731671539, "alpha_spy_m1d": -0.24821510098772082, "alpha_c_m1d": -0.2420195438056052, "bench_spy_m1d": -0.0019791721794331085, "bench_c_m1d": -0.008174729361548727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14219113752747004, "ret_signed_p1d": 0.14219113752747004, "alpha_spy_p1d": 0.1382595831590745, "alpha_c_p1d": 0.13216877904504454, "bench_spy_p1d": 0.00393155436839554, "bench_c_p1d": 0.010022358482425497, "ret_p1w": 0.1456876469831101, "ret_signed_p1w": 0.1456876469831101, "alpha_spy_p1w": 0.12969237911443288, "alpha_c_p1w": 0.09949503937917559, "bench_spy_p1w": 0.01599526786867722, "bench_c_p1w": 0.04619260760393451, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2988, -0.2751, -0.2366, -0.2176, -0.2704, -0.2642, -0.2914, -0.2653, -0.2685, -0.2778, -0.2603, -0.2712, -0.2653, -0.3073, -0.3182, -0.3217, -0.3213, -0.3594, -0.3745, -0.3889, -0.3664, -0.3811, -0.371, -0.4308, -0.46, -0.4957, -0.4394, -0.4678, -0.4437, -0.4437, -0.4507, -0.4662, -0.434, -0.4611, -0.4464, -0.4308, -0.3407, -0.1915, -0.1639, -0.1573, -0.1585, -0.209, -0.1748, -0.2498, -0.2817, -0.2696, -0.2964, -0.2902, -0.2121, -0.204, -0.1873, -0.1632, -0.0742, -0.1457, -0.1232, -0.0664, -0.1317, -0.1671, -0.1402, -0.2094, -0.2595, -0.2933, -0.2502, 0.0, 0.1422, 0.1422, 0.0808, 0.0676, 0.1457, 0.1709, 0.1709, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057437102380294214", "ticker_idx": 4, "ts": "2026-05-21T12:23:25+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Smallest float. Freshest name. Biggest catalyst inflection.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five quantum computing stocks named as top beneficiaries of $2B Trump administration investment: IBM, GFS, RGTI, QBTS, and INFQ.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The Trump administration just put $2 billion into quantum computing in exchange for direct equity stakes.\n\nThese are the 5 stocks that benefit the most.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nIBM. The anchor of the entire package.\n\n$1 billion to build America's first purpose-built quantum foundry.\n\nThe largest single grant in the deal.\n\nRuns the biggest superconducting quantum fleet on earth.\n\nIf quantum has a default winner, this is it.\n\n---\n\nGFS. GlobalFoundries.\n\n$375 million award. The second biggest in the package.\n\nManufactures the silicon chips used by multiple quantum players including PsiQuantum.\n\nWithout GFS most of the others cannot build hardware at scale.\n\nThe picks and shovels of the quantum trade.\n\n---\n\nRGTI. Rigetti Computing.\n\n$100 million direct award and instant validation.\n\nSmall-cap pure play with maximum torque to the news.\n\nStock jumped 15% on the day of the announcement.\n\nSuperconducting qubits, IBM's direct competitor at a fraction of the size.\n\nThe high-beta play.\n\n---\n\nQBTS. D-Wave Quantum.\n\n$100 million direct award confirmed in the package.\n\nQuantum annealing pioneer with 4,400+ qubits already in production.\n\nStock jumped 18% on the day of the announcement.\n\nThe only public name with a fundamentally different architecture than IBM or RGTI.\n\n---\n\nINFQ. Infleqtion.\n\nBrand new to the public markets. Listed on NYSE in February 2026.\n\nJust received $100 million from the same package.\n\nNeutral-atom platform. A different modality than IBM or RGTI.\n\nSmallest float. Freshest name. Biggest catalyst inflection.\n\n---\n\nThe pattern is unmistakable.\n\nLike I said, all my moves will be posted exclusively on @InTheAssembly\n\nFollow them right now before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.23945575168448407, "ret_signed_m1d": -0.23945575168448407, "alpha_spy_m1d": -0.23747657950505097, "alpha_c_m1d": -0.23747657950505097, "bench_spy_m1d": -0.0019791721794331085, "bench_c_m1d": -0.0019791721794331085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1122449383410622, "ret_signed_p1d": 0.1122449383410622, "alpha_spy_p1d": 0.10831338397266665, "alpha_c_p1d": 0.10831338397266665, "bench_spy_p1d": 0.00393155436839554, "bench_c_p1d": 0.00393155436839554, "ret_p1w": 0.2088435842402916, "ret_signed_p1w": 0.2088435842402916, "alpha_spy_p1w": 0.19284831637161437, "alpha_c_p1w": 0.19284831637161437, "bench_spy_p1w": 0.01599526786867722, "bench_c_p1w": 0.01599526786867722, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1503, -0.1816, -0.1095, -0.1231, -0.2082, -0.1891, -0.1966, -0.1973, -0.2374, -0.2741, -0.2068, -0.1735, -0.2224, -0.2735, -0.3143, -0.2823, -0.2667, -0.3333, -0.3456, -0.4007, -0.3483, -0.3027, -0.2293, -0.2755, -0.3299, -0.3932, -0.3327, -0.3599, -0.281, -0.281, -0.2891, -0.317, -0.2299, -0.1912, -0.1435, -0.1435, -0.0395, 0.0204, 0.0592, 0.185, 0.0884, 0.0211, 0.0102, -0.0503, -0.0973, -0.0952, -0.1415, -0.1796, -0.1912, -0.1558, -0.1646, -0.1769, -0.0782, -0.1762, -0.1755, -0.1265, -0.1088, -0.0959, -0.0497, -0.1537, -0.2265, -0.2769, -0.2395, 0.0, 0.1122, 0.1122, 0.0803, 0.0517, 0.2088, 0.1034, 0.1034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042313428300099709", "ticker_idx": 0, "ts": "2026-04-09T18:47:20+00:00", "symbol": "software", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Software earnings estimates at all time highs. Software stocks 30% off highs. One of these is wrong.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Software stocks 30% off highs while earnings estimates are at ATH; one is wrong — implied bullish on software stocks catching up.", "resolved_tickers": ["IGV"], "resolution_method": "etf", "resolution_reason": "US software sector best proxied by IGV (iShares Expanded Tech-Software ETF)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Software earnings estimates at all time highs.\n\nSoftware stocks 30% off highs.\n\nOne of these is wrong. https://t.co/LTRVF74tHY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04057934022859122, "ret_signed_m1d": 0.04057934022859122, "alpha_spy_m1d": 0.046315339894648755, "alpha_c_m1d": 0.046315339894648755, "bench_spy_m1d": -0.005735999666057534, "bench_c_m1d": -0.005735999666057534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02570460903434202, "ret_signed_p1d": -0.02570460903434202, "alpha_spy_p1d": -0.02504282851979245, "alpha_c_p1d": -0.02504282851979245, "bench_spy_p1d": -0.0006617805145495703, "bench_c_p1d": -0.0006617805145495703, "ret_p1w": 0.10073070566524356, "ret_signed_p1w": 0.10073070566524356, "alpha_spy_p1w": 0.06874117637593491, "alpha_c_p1w": 0.06874117637593491, "bench_spy_p1w": 0.03198952928930865, "bench_c_p1w": 0.03198952928930865, "ret_p1m": 0.1893267517195505, "ret_signed_p1m": 0.1893267517195505, "alpha_spy_p1m": 0.10444783502157673, "alpha_c_p1m": 0.10444783502157673, "bench_spy_p1m": 0.08487891669797376, "bench_c_p1m": 0.08487891669797376, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3746, 0.3485, 0.3188, 0.3019, 0.2828, 0.2828, 0.2517, 0.2448, 0.2649, 0.2749, 0.2893, 0.2756, 0.2664, 0.2039, 0.1784, 0.1681, 0.1142, 0.0939, 0.0395, 0.0759, 0.1099, 0.1144, 0.086, 0.0564, 0.08, 0.08, 0.0564, 0.0699, 0.0671, 0.054, 0.0039, 0.0231, 0.0549, 0.0778, 0.0643, 0.08, 0.0976, 0.1176, 0.1433, 0.1478, 0.1444, 0.1176, 0.1187, 0.109, 0.0985, 0.1084, 0.116, 0.1005, 0.102, 0.0829, 0.1018, 0.0545, 0.0491, 0.0406, 0.0033, 0.0128, 0.0445, 0.0408, 0.0483, 0.0483, 0.0498, 0.0504, 0.0406, 0.0, -0.0257, 0.0269, 0.0371, 0.0827, 0.1007, 0.1101, 0.126, 0.131, 0.1579, 0.0904, 0.1117, 0.1147, 0.1091, 0.1026, 0.0949, 0.1303, 0.154, 0.1517, 0.1459, 0.1854, 0.1893, 0.1833, 0.167, 0.1561, 0.1827, 0.1975, 0.2118, 0.1998, 0.2176, 0.2067, 0.2266, 0.2266, 0.2272, 0.2141, 0.2484, 0.3265, 0.3265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1993891303256646079", "ticker_idx": 0, "ts": "2025-11-27T03:55:06+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They might be preparing to dump. If they want to sell massive amounts… this is how you mask the footprint.", "tweet_type": "prediction", "timeline": "days", "summary": "Suggests MicroStrategy may be preparing to sell ~58K BTC via Fidelity, implying downward pressure on Bitcoin price.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "MicroStrategy has moved 58,390 bitcoins off Coinbase, worth $5.1 billion.\n\ntheir Bitcoin are now mixed with other fidelity clients BTC.\n\nThey might be preparing to dump.\n\nIf they want to sell massive amounts…\n\nthis is how you mask the footprint. https://t.co/UHJMUZi2zj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00840230773549433, "ret_signed_m1d": 0.00840230773549433, "alpha_spy_m1d": 0.00840230773549433, "alpha_c_m1d": null, "bench_spy_m1d": 0.0, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.004010602738938163, "ret_signed_p1d": 0.004010602738938163, "alpha_spy_p1d": 0.009469009077553103, "alpha_c_p1d": null, "bench_spy_p1d": 0.005458406338614941, "bench_c_p1d": null, "ret_p1w": 0.009379925316623794, "ret_signed_p1w": -0.009379925316623794, "alpha_spy_p1w": -0.0024502599167517403, "alpha_c_p1w": null, "bench_spy_p1w": 0.006929665399872054, "bench_c_p1w": null, "ret_p1m": -0.0436427556166582, "ret_signed_p1m": 0.0436427556166582, "alpha_spy_p1m": 0.06228352032096274, "alpha_c_p1m": null, "bench_spy_p1m": 0.018640764704304535, "bench_c_p1m": null, "ret_p3m": -0.29802508924622373, "ret_signed_p3m": 0.29802508924622373, "alpha_spy_p3m": 0.3122979548345932, "alpha_c_p3m": null, "bench_spy_p3m": 0.014272865588369488, "bench_c_p3m": null, "ret_p6m": -0.17305217634807324, "ret_signed_p6m": 0.17305217634807324, "alpha_spy_p6m": 0.27634438830221786, "alpha_c_p6m": null, "bench_spy_p6m": 0.10329221195414462, "bench_c_p6m": null, "price_path": [0.1968, 0.2182, 0.2239, 0.2129, 0.2121, 0.2277, 0.2218, 0.2483, 0.2653, 0.2719, 0.2647, 0.28, 0.2759, 0.2832, 0.2673, 0.2351, 0.2271, 0.2415, 0.1946, 0.2019, 0.2532, 0.2494, 0.2998, 0.322, 0.3394, 0.3666, 0.3305, 0.3513, 0.3332, 0.2402, 0.2628, 0.2392, 0.2136, 0.1851, 0.1663, 0.2115, 0.1883, 0.1797, 0.2058, 0.2163, 0.2501, 0.2374, 0.2056, 0.1865, 0.2002, 0.1672, 0.1129, 0.1381, 0.1097, 0.1324, 0.1612, 0.1283, 0.1137, 0.0922, 0.0341, 0.0089, 0.0182, 0.002, -0.051, -0.0679, -0.033, -0.0432, -0.0084, 0.0, -0.004, -0.0544, 0.0007, 0.0246, 0.0094, -0.0208, -0.0071, 0.0154, 0.0081, 0.0134, -0.0111, -0.0533, -0.0377, -0.0563, -0.0638, -0.0349, -0.0306, -0.0424, -0.0402, -0.0444, -0.0436, -0.0454, -0.0313, -0.0414, -0.028, -0.0147, 0.0285, 0.0268, 0.0002, -0.0028, -0.0085, -0.001, 0.0442, 0.0618, 0.0467, 0.0464, 0.0139, -0.0326, -0.0209, -0.02, -0.0195, -0.0331, -0.0239, -0.023, -0.0737, -0.0784, -0.138, -0.1715, -0.2001, -0.3131, -0.2271, -0.2319, -0.2464, -0.2661, -0.2746, -0.2457, -0.2458, -0.2606, -0.2723, -0.2665, -0.255, -0.2921, -0.298, -0.2555, -0.2611, -0.2783, -0.2466, -0.2519, -0.2035, -0.224, -0.2536, -0.2507, -0.234, -0.2309, -0.2278, -0.2226, -0.1799, -0.1902, -0.2195, -0.2341, -0.2274, -0.2232, -0.2275, -0.2188, -0.2464, -0.2733, -0.2694, -0.2525, -0.2542, -0.2673, -0.2668, -0.2457, -0.2119, -0.2209, -0.2138, -0.2005, -0.184, -0.1874, -0.1805, -0.1767, -0.1551, -0.1688, -0.1636, -0.1433, -0.1426, -0.1515, -0.1525, -0.1636, -0.1699, -0.1641, -0.1436, -0.1255, -0.1135, -0.108, -0.1235, -0.1216, -0.1047, -0.1184, -0.1315, -0.1121, -0.1339, -0.157, -0.1592, -0.1515, -0.1506, -0.1731]}
{"unit_id": "thread:2057893162991919301", "ticker_idx": 0, "ts": "2026-05-22T18:35:38+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If he's initiating Alphabet now, the math made sense to him at this price", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Shares/endorses Chris Hohn's Q1 2026 13F buys: new position GOOGL plus adds to SPGI, V, MCO.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Chris Hohn has doubled the S&P 500's returns for 22 years.\n\n18% per year vs the market's 9%.\n\nHere's what he is buying right now:\n\n---\n\n🚨 IMPORTANT:\n\nWhen I make a new move in the market, it will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nHe runs 10 stocks across a $45B book\n\nTop 5 from his latest Q1 2026 13F:\n\nGE: 29.85%, the anchor\nV: 20.39%, payments toll booth\nMCO: 13.84%, credit ratings duopoly\nSPGI: 13.22%, the other half of that duopoly\nCP: 8.10%, North American railroad\n\nTop 5 = 85% of the book\n\n---\n\nWhat he just bought this quarter.\n\nNew position: GOOGL (Alphabet Class A)\nAdded: SPGI (+19%), GOOG Class C (+16.5%), V (+9.9%), MCO (+7.7%)\n\nHe just went big on Alphabet for the first time.\n\nAnd he is doubling down on the toll-booth financials at the same time.\n\n---\n\nVisa, Moody's, S&P, and GE have all been held for many years.\n\nIf he's initiating Alphabet now, the math made sense to him at this price.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012246396392555647, "ret_signed_m1d": 0.012246396392555647, "alpha_spy_m1d": 0.016162554173719368, "alpha_c_m1d": 0.00670335642440012, "bench_spy_m1d": -0.0039161577811637205, "bench_c_m1d": 0.005543039968155528, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.006867391373813758, "ret_signed_p1w": -0.006867391373813758, "alpha_spy_p1w": -0.021405191930860656, "alpha_c_p1w": -0.008859452336548834, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.001992060962735076, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1888, -0.1835, -0.1979, -0.1865, -0.2002, -0.2079, -0.209, -0.2149, -0.2211, -0.2, -0.1983, -0.1939, -0.2074, -0.2107, -0.2021, -0.1881, -0.1966, -0.198, -0.214, -0.2113, -0.2416, -0.2403, -0.2665, -0.2837, -0.2858, -0.2491, -0.2235, -0.2277, -0.2277, -0.2167, -0.2024, -0.1714, -0.1684, -0.1716, -0.161, -0.1307, -0.1197, -0.1226, -0.1078, -0.1189, -0.1323, -0.114, -0.1151, -0.1007, -0.0852, -0.0867, -0.0862, 0.0048, 0.0071, 0.0007, 0.0143, 0.0394, 0.0392, 0.0466, 0.0148, 0.0114, 0.0513, 0.0473, 0.0361, 0.0365, 0.0122, 0.0155, 0.0122, 0.0, 0.0, 0.0154, 0.0153, 0.0187, -0.0069, -0.0069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057893162991919301", "ticker_idx": 1, "ts": "2026-05-22T18:35:38+00:00", "symbol": "SPGI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added: SPGI (+19%)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Shares/endorses Chris Hohn's Q1 2026 13F buys: new position GOOGL plus adds to SPGI, V, MCO.", "resolved_tickers": ["SPGI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Financial Data & Stock Exchanges'", "bench_c_industry": "Financial Data & Stock Exchanges", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Chris Hohn has doubled the S&P 500's returns for 22 years.\n\n18% per year vs the market's 9%.\n\nHere's what he is buying right now:\n\n---\n\n🚨 IMPORTANT:\n\nWhen I make a new move in the market, it will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nHe runs 10 stocks across a $45B book\n\nTop 5 from his latest Q1 2026 13F:\n\nGE: 29.85%, the anchor\nV: 20.39%, payments toll booth\nMCO: 13.84%, credit ratings duopoly\nSPGI: 13.22%, the other half of that duopoly\nCP: 8.10%, North American railroad\n\nTop 5 = 85% of the book\n\n---\n\nWhat he just bought this quarter.\n\nNew position: GOOGL (Alphabet Class A)\nAdded: SPGI (+19%), GOOG Class C (+16.5%), V (+9.9%), MCO (+7.7%)\n\nHe just went big on Alphabet for the first time.\n\nAnd he is doubling down on the toll-booth financials at the same time.\n\n---\n\nVisa, Moody's, S&P, and GE have all been held for many years.\n\nIf he's initiating Alphabet now, the math made sense to him at this price.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004477979932520415, "ret_signed_m1d": -0.004477979932520415, "alpha_spy_m1d": -0.0005618221513566946, "alpha_c_m1d": -0.00043487076761816734, "bench_spy_m1d": -0.0039161577811637205, "bench_c_m1d": -0.004043109164902248, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.017689097487880723, "ret_signed_p1w": 0.017689097487880723, "alpha_spy_p1w": 0.0031512969308338246, "alpha_c_p1w": 0.024620110294438224, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": -0.006931012806557502, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0007, 0.0144, 0.0476, 0.0581, 0.061, 0.0632, 0.0668, 0.0802, 0.0832, 0.0663, 0.0427, 0.0272, 0.005, 0.0117, 0.0215, 0.0367, 0.0216, 0.0205, 0.0164, 0.027, -0.0153, -0.0218, -0.0123, -0.0272, -0.0, 0.0185, 0.0181, 0.0325, 0.0325, 0.0395, 0.0298, 0.0464, 0.0161, -0.0052, 0.0299, 0.0183, 0.0311, 0.046, 0.0598, 0.0602, 0.0648, 0.0753, 0.0513, 0.046, 0.047, 0.038, 0.0373, 0.0326, 0.0203, 0.0171, 0.015, 0.0143, 0.0265, 0.006, 0.0081, 0.0157, -0.0265, -0.0328, -0.0346, -0.0005, -0.0172, -0.0014, -0.0045, 0.0, 0.0, -0.0123, -0.0043, 0.0002, 0.0177, 0.0177, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057893162991919301", "ticker_idx": 2, "ts": "2026-05-22T18:35:38+00:00", "symbol": "V", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "V: 20.39%, payments toll booth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Shares/endorses Chris Hohn's Q1 2026 13F buys: new position GOOGL plus adds to SPGI, V, MCO.", "resolved_tickers": ["V"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Chris Hohn has doubled the S&P 500's returns for 22 years.\n\n18% per year vs the market's 9%.\n\nHere's what he is buying right now:\n\n---\n\n🚨 IMPORTANT:\n\nWhen I make a new move in the market, it will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nHe runs 10 stocks across a $45B book\n\nTop 5 from his latest Q1 2026 13F:\n\nGE: 29.85%, the anchor\nV: 20.39%, payments toll booth\nMCO: 13.84%, credit ratings duopoly\nSPGI: 13.22%, the other half of that duopoly\nCP: 8.10%, North American railroad\n\nTop 5 = 85% of the book\n\n---\n\nWhat he just bought this quarter.\n\nNew position: GOOGL (Alphabet Class A)\nAdded: SPGI (+19%), GOOG Class C (+16.5%), V (+9.9%), MCO (+7.7%)\n\nHe just went big on Alphabet for the first time.\n\nAnd he is doubling down on the toll-booth financials at the same time.\n\n---\n\nVisa, Moody's, S&P, and GE have all been held for many years.\n\nIf he's initiating Alphabet now, the math made sense to him at this price.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006810965097051591, "ret_signed_m1d": 0.006810965097051591, "alpha_spy_m1d": 0.010727122878215312, "alpha_c_m1d": 0.010854074261953839, "bench_spy_m1d": -0.0039161577811637205, "bench_c_m1d": -0.004043109164902248, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.007662428526623133, "ret_signed_p1w": -0.007662428526623133, "alpha_spy_p1w": -0.02220022908367003, "alpha_c_p1w": -0.0007314157200656313, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": -0.006931012806557502, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0678, -0.0503, -0.039, -0.0286, -0.0275, -0.0265, -0.0276, -0.0296, -0.037, -0.0412, -0.0459, -0.0625, -0.07, -0.068, -0.059, -0.064, -0.0927, -0.0906, -0.0848, -0.0762, -0.0783, -0.0748, -0.0729, -0.1033, -0.0911, -0.0829, -0.0942, -0.0873, -0.0873, -0.0796, -0.082, -0.0625, -0.0645, -0.0765, -0.0612, -0.0552, -0.0414, -0.0439, -0.0381, -0.0474, -0.0595, -0.0554, -0.0628, -0.0611, -0.0604, -0.0615, 0.0161, 0.0008, -0.0046, -0.0082, -0.0229, -0.0327, -0.0251, -0.0327, -0.0173, -0.0075, -0.0261, -0.0193, -0.0095, 0.0114, 0.0031, 0.0057, 0.0068, 0.0, 0.0, -0.0073, -0.0039, -0.0119, -0.0077, -0.0077, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2057893162991919301", "ticker_idx": 3, "ts": "2026-05-22T18:35:38+00:00", "symbol": "MCO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "MCO: 13.84%, credit ratings duopoly", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Shares/endorses Chris Hohn's Q1 2026 13F buys: new position GOOGL plus adds to SPGI, V, MCO.", "resolved_tickers": ["MCO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Financial Data & Stock Exchanges'", "bench_c_industry": "Financial Data & Stock Exchanges", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Chris Hohn has doubled the S&P 500's returns for 22 years.\n\n18% per year vs the market's 9%.\n\nHere's what he is buying right now:\n\n---\n\n🚨 IMPORTANT:\n\nWhen I make a new move in the market, it will be posted on @InTheAssembly\n\nFollow them right now or you’ll regret it later.\n\n---\n\nHe runs 10 stocks across a $45B book\n\nTop 5 from his latest Q1 2026 13F:\n\nGE: 29.85%, the anchor\nV: 20.39%, payments toll booth\nMCO: 13.84%, credit ratings duopoly\nSPGI: 13.22%, the other half of that duopoly\nCP: 8.10%, North American railroad\n\nTop 5 = 85% of the book\n\n---\n\nWhat he just bought this quarter.\n\nNew position: GOOGL (Alphabet Class A)\nAdded: SPGI (+19%), GOOG Class C (+16.5%), V (+9.9%), MCO (+7.7%)\n\nHe just went big on Alphabet for the first time.\n\nAnd he is doubling down on the toll-booth financials at the same time.\n\n---\n\nVisa, Moody's, S&P, and GE have all been held for many years.\n\nIf he's initiating Alphabet now, the math made sense to him at this price.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00834966165116191, "ret_signed_m1d": -0.00834966165116191, "alpha_spy_m1d": -0.00443350386999819, "alpha_c_m1d": -0.004306552486259663, "bench_spy_m1d": -0.0039161577811637205, "bench_c_m1d": -0.004043109164902248, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.00919577157043494, "ret_signed_p1w": 0.00919577157043494, "alpha_spy_p1w": -0.0053420289866119575, "alpha_c_p1w": 0.016126784376992442, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": -0.006931012806557502, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0031, 0.0271, 0.0627, 0.0586, 0.0353, 0.0313, 0.0462, 0.0441, 0.0484, 0.0278, 0.0045, -0.0095, -0.0527, -0.0448, -0.0389, -0.0204, -0.0256, -0.032, -0.0335, -0.0203, -0.0483, -0.0492, -0.0398, -0.0563, -0.0403, -0.031, -0.0253, -0.0209, -0.0209, -0.0135, -0.0271, -0.0057, -0.0266, -0.0506, -0.0235, -0.0269, -0.0075, -0.0039, 0.0115, 0.0216, 0.0209, 0.0367, 0.0048, 0.013, 0.0234, 0.0173, 0.022, 0.0259, 0.0124, -0.0014, 0.0097, -0.0034, 0.0153, 0.0025, -0.004, 0.0035, -0.0264, -0.0389, -0.045, -0.0127, -0.0326, -0.0108, -0.0083, 0.0, 0.0, 0.0044, 0.0054, 0.003, 0.0092, 0.0092, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1994852326620942669", "ticker_idx": 0, "ts": "2025-11-29T19:33:51+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect gold to drop 20-25% minimum before going to $6500, so i'm taking advantage of this opportunity", "tweet_type": "prediction", "timeline": "months", "summary": "Short gold near-term, expecting 20-25% drop before eventual $6500 target; trading the dip via 2x leveraged inverse ETF.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity mapped to GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Unity_Nutrition I expect gold to drop 20-25% minimum before going to $6500, so i’m taking advantage of this opportunity.\n\nThere’s a difference between trading an asset and holding it long term (1+ year).", "reply_text": null, "parent_text": "@NoLimitGains Can you please explain a recent post where you said you were shorting gold through a 2 x leveraged ETF, but now thinking gold will break up to $6500? Thanks.", "quoted_text": null, "parent_author": "Unity_Nutrition", "ret_m1d": -0.004797934874118059, "ret_signed_m1d": 0.004797934874118059, "alpha_spy_m1d": 0.009384379736440795, "alpha_c_m1d": 0.009384379736440795, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006440050713598433, "ret_signed_p1d": 0.006440050713598433, "alpha_spy_p1d": 0.008292350387677505, "alpha_c_p1d": 0.008292350387677505, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": -0.011109651243786045, "ret_signed_p1w": 0.011109651243786045, "alpha_spy_p1w": 0.016048906498044024, "alpha_c_p1w": 0.016048906498044024, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.023450967667575373, "ret_signed_p1m": -0.023450967667575373, "alpha_spy_p1m": -0.010558860875208298, "alpha_c_p1m": -0.010558860875208298, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.22509303652682, "ret_signed_p3m": -0.22509303652682, "alpha_spy_p3m": -0.20882477791229115, "alpha_c_p3m": -0.20882477791229115, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.06221937139191791, "ret_signed_p6m": -0.06221937139191791, "alpha_spy_p6m": 0.0474340081887521, "alpha_c_p6m": 0.0474340081887521, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.1581, -0.1618, -0.1506, -0.1409, -0.1429, -0.1398, -0.1411, -0.1394, -0.1304, -0.1287, -0.1354, -0.1389, -0.1297, -0.1147, -0.1111, -0.1191, -0.1155, -0.1104, -0.0957, -0.088, -0.0865, -0.0897, -0.0824, -0.0651, -0.0603, -0.0448, -0.0624, -0.0529, -0.0299, -0.023, -0.0061, 0.0172, -0.0019, 0.0344, -0.0321, -0.032, -0.0281, -0.0314, -0.0583, -0.0651, -0.0686, -0.0503, -0.0555, -0.0538, -0.0704, -0.0596, -0.0608, -0.055, -0.0292, -0.0253, -0.0096, -0.0177, -0.0354, -0.0464, -0.0395, -0.0379, -0.0382, -0.0397, -0.0245, -0.0248, -0.017, -0.017, -0.0048, 0.0, -0.0064, -0.0074, -0.0067, -0.0085, -0.0111, -0.006, -0.0018, 0.009, 0.0146, 0.0155, 0.0158, 0.0245, 0.0226, 0.0238, 0.0474, 0.0613, 0.0569, 0.0569, 0.0692, 0.0227, 0.0235, 0.0168, 0.0168, 0.0219, 0.0488, 0.0601, 0.05, 0.0558, 0.0634, 0.0833, 0.0818, 0.0929, 0.0862, 0.0809, 0.0809, 0.1218, 0.1382, 0.1592, 0.1751, 0.1923, 0.2216, 0.2689, 0.2724, 0.1416, 0.0959, 0.1656, 0.1648, 0.1338, 0.1686, 0.1983, 0.1864, 0.1998, 0.1582, 0.187, 0.187, 0.15, 0.1758, 0.1791, 0.2024, 0.2348, 0.2177, 0.2147, 0.2251, 0.2412, 0.2572, 0.2011, 0.2105, 0.196, 0.2149, 0.2124, 0.2261, 0.2219, 0.1979, 0.1824, 0.1813, 0.1784, 0.1411, 0.0941, 0.0606, 0.0367, 0.0369, 0.0681, 0.0279, 0.064, 0.0637, 0.104, 0.1233, 0.1018, 0.1018, 0.0972, 0.1079, 0.1149, 0.1236, 0.1216, 0.117, 0.142, 0.1301, 0.1291, 0.1441, 0.1343, 0.1022, 0.1168, 0.1059, 0.1116, 0.103, 0.0825, 0.071, 0.087, 0.0858, 0.064, 0.0732, 0.1057, 0.1076, 0.1129, 0.1152, 0.1108, 0.1046, 0.0961, 0.0707, 0.0736, 0.0558, 0.0709, 0.0699, 0.0618, 0.0618, 0.0622]}
{"unit_id": "orig:2044675314903650645", "ticker_idx": 0, "ts": "2026-04-16T07:12:37+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm still bearish. I trust the data, not some temu trader on X. My view hasn't changed once and I will stick to the plan no matter what. The data suggests we are very close to a cycle top. you're gambling in the most overvalued market in the history of humankind.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Still bearish on the US equity market; believes we are near a cycle top and the market is the most overvalued in history.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index proxied by SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I have to admit, I was wrong.\n\nI wasn’t expecting the market to recover this fast, especially with the war still ongoing.\n\nI thought the market would either 1) stay low for a while or 2) drop a bit further.\n\nCalled the BTC top at 126K, the ZEC short at the exact top to the penny, and bought oil right before the war started, among other things. It’s all public. But here we are. One wrong prediction.\n\nFor those wondering, I never shorted the market. I didn’t lose money. In fact, I made money on the recovery because I bought a decent position in MSFT under its 200 WMA, and I’m very happy I did.\n\nYour goal should always be to be positioned for both scenarios so you can benefit in either direction.\n\nKeep enough cash, or cash equivalents earning yield, so that if the market drops, you can buy low. And keep enough positions to also profit on the way up.\n\nNot to brag, but with my size, capital protection is and always will be the number one priority. I understand that if your portfolio is just a few thousand bucks, we probably have different views, and that’s perfectly fine.​​​​​​​​​​​​​​​​\n\nI sold the S&P near 7,000, I publicly bought oil companies and sold for a 20% profit, and I bought MSFT near the bottom. In my books, that’s a win.​​​​​​​​​​​​​​​​\n\nAnd yes, I’m still bearish. I trust the data, not some temu trader on X. My view hasn’t changed once and I will stick to the plan no matter what.\n\nThe data suggests we are very close to a cycle top. And every “this time is different” comment I read only increases my conviction that it is, so I would like to thank you for that.\n\nFeel free to ignore my warnings, we don’t know each other after all.\n\nBut if you decide to deploy all your capital right now, just know that you’re gambling in the most overvalued market in the history of humankind.​​​​​​​​​​​​​​​​\n\nThank you, NL.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002451288044003519, "ret_signed_m1d": 0.002451288044003519, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.002451288044003519, "bench_c_m1d": -0.002451288044003519, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012085685130224011, "ret_signed_p1d": -0.012085685130224011, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.012085685130224011, "bench_c_p1d": 0.012085685130224011, "ret_p1w": 0.009677107605368995, "ret_signed_p1w": -0.009677107605368995, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.009677107605368995, "bench_c_p1w": 0.009677107605368995, "ret_p1m": 0.05345895619144647, "ret_signed_p1m": -0.05345895619144647, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.05345895619144647, "bench_c_p1m": 0.05345895619144647, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0169, -0.0369, -0.0258, -0.0207, -0.0204, -0.0154, -0.0115, -0.0116, -0.0136, -0.0165, -0.0116, -0.02, -0.0247, -0.0369, -0.0184, -0.0137, -0.0163, -0.0165, -0.0317, -0.031, -0.031, -0.0295, -0.0246, -0.0271, -0.0201, -0.0301, -0.0231, -0.0148, -0.0203, -0.025, -0.0244, -0.033, -0.0262, -0.0316, -0.0443, -0.036, -0.0375, -0.0387, -0.0533, -0.0587, -0.0491, -0.0466, -0.0599, -0.0622, -0.0757, -0.066, -0.0691, -0.0639, -0.0806, -0.0963, -0.0993, -0.0731, -0.0662, -0.0653, -0.0653, -0.0609, -0.0605, -0.0366, -0.031, -0.0316, -0.0222, -0.0103, -0.0025, 0.0, 0.0121, 0.0101, 0.0034, 0.0136, 0.0097, 0.0175, 0.0193, 0.0143, 0.0141, 0.0242, 0.0271, 0.0233, 0.0315, 0.0458, 0.0426, 0.0512, 0.0536, 0.052, 0.0579, 0.0663, 0.0535, 0.0527, 0.0457, 0.0564, 0.0585, 0.0627, 0.0627, 0.0697, 0.0695, 0.0754, 0.0781, 0.0781, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1992649699032019032", "ticker_idx": 0, "ts": "2025-11-23T17:41:24+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin is going to the low 90s before reaching a new local low. 82k → low 90s → 72k", "tweet_type": "prediction", "timeline": "weeks", "summary": "BTC relief bounce to low 90s near-term, then new local low at ~72k.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "IT’S HAPPENING RIGHT NOW.\n\nThings are playing out just as I said they would.\n\nBitcoin is going to the low 90s before reaching a new local low.\n\n82k → low 90s → 72k\n\nTake action or just watch, it’s up to you.\n\nStill not following? That’s your biggest mistake yet.", "reply_text": null, "parent_text": null, "quoted_text": "THIS IS VERY IMPORTANT 🚨\n\nSince I predicted the last two crashes with incredible accuracy, here’s what I believe happens next:\n\nBitcoin will likely see a relief bounce into the low 90s next week.\n\nThe Fear & Greed Index will climb back to around 35-40, and everyone will start", "parent_author": null, "ret_m1d": -0.036024184166720374, "ret_signed_m1d": -0.036024184166720374, "alpha_spy_m1d": -0.021519169268752747, "alpha_c_m1d": null, "bench_spy_m1d": -0.014505014897967627, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.010520742688141405, "ret_signed_p1d": -0.010520742688141405, "alpha_spy_p1d": -0.0199267341301973, "alpha_c_p1d": null, "bench_spy_p1d": 0.009405991442055894, "bench_c_p1d": null, "ret_p1w": -0.022079752663862307, "ret_signed_p1w": -0.022079752663862307, "alpha_spy_p1w": -0.039336354862470335, "alpha_c_p1w": null, "bench_spy_p1w": 0.01725660219860803, "bench_c_p1w": null, "ret_p1m": -0.009703829631764305, "ret_signed_p1m": -0.009703829631764305, "alpha_spy_p1m": -0.04149977616925915, "alpha_c_p1m": null, "bench_spy_p1m": 0.031795946537494846, "bench_c_p1m": null, "ret_p3m": -0.24145126595856914, "ret_signed_p3m": -0.24145126595856914, "alpha_spy_p3m": -0.26802785241703664, "alpha_c_p3m": null, "bench_spy_p3m": 0.0265765864584675, "bench_c_p3m": null, "ret_p6m": -0.13050394065405435, "ret_signed_p6m": -0.13050394065405435, "alpha_spy_p6m": -0.2339505706273829, "alpha_c_p6m": null, "bench_spy_p6m": 0.10344662997332854, "bench_c_p6m": null, "price_path": [0.26, 0.275, 0.2282, 0.2377, 0.2598, 0.2657, 0.2544, 0.2535, 0.2696, 0.2635, 0.291, 0.3086, 0.3153, 0.3079, 0.3237, 0.3194, 0.327, 0.3106, 0.2773, 0.269, 0.2839, 0.2354, 0.2429, 0.296, 0.2921, 0.3442, 0.3672, 0.3851, 0.4133, 0.3759, 0.3975, 0.3788, 0.2826, 0.3059, 0.2815, 0.255, 0.2256, 0.2062, 0.2528, 0.2289, 0.22, 0.247, 0.2579, 0.2928, 0.2797, 0.2468, 0.227, 0.2411, 0.2071, 0.1509, 0.177, 0.1476, 0.1711, 0.2008, 0.1668, 0.1517, 0.1295, 0.0694, 0.0433, 0.053, 0.0362, -0.0186, -0.036, 0.0, -0.0105, 0.0255, 0.0342, 0.03, -0.0221, 0.0349, 0.0596, 0.0439, 0.0127, 0.0268, 0.0501, 0.0425, 0.048, 0.0227, -0.021, -0.0048, -0.0241, -0.0318, -0.0019, 0.0025, -0.0097, -0.0075, -0.0117, -0.011, -0.0128, 0.0018, -0.0086, 0.0052, 0.019, 0.0636, 0.0618, 0.0344, 0.0312, 0.0254, 0.0331, 0.0799, 0.0981, 0.0825, 0.0822, 0.0485, 0.0005, 0.0125, 0.0135, 0.014, -0.0, 0.0094, 0.0104, -0.042, -0.0469, -0.1086, -0.1432, -0.1728, -0.2897, -0.2007, -0.2056, -0.2206, -0.2411, -0.2498, -0.2199, -0.2201, -0.2354, -0.2475, -0.2415, -0.2296, -0.268, -0.274, -0.2301, -0.2358, -0.2536, -0.2209, -0.2263, -0.1763, -0.1975, -0.2281, -0.2251, -0.2078, -0.2047, -0.2014, -0.196, -0.1519, -0.1625, -0.1929, -0.208, -0.2011, -0.1966, -0.2011, -0.1921, -0.2207, -0.2485, -0.2445, -0.227, -0.2288, -0.2422, -0.2418, -0.2199, -0.185, -0.1943, -0.187, -0.1732, -0.1562, -0.1596, -0.1525, -0.1486, -0.1262, -0.1405, -0.135, -0.1141, -0.1133, -0.1225, -0.1235, -0.135, -0.1415, -0.1356, -0.1143, -0.0956, -0.0832, -0.0775, -0.0936, -0.0916, -0.0741, -0.0883, -0.1019, -0.0818, -0.1043, -0.1282, -0.1305]}
{"unit_id": "quote:1992649699032019032", "ticker_idx": 1, "ts": "2025-11-23T17:41:24+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "82k → low 90s → 72k", "tweet_type": "prediction", "timeline": "weeks", "summary": "BTC relief bounce to low 90s near-term, then new local low at ~72k.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "IT’S HAPPENING RIGHT NOW.\n\nThings are playing out just as I said they would.\n\nBitcoin is going to the low 90s before reaching a new local low.\n\n82k → low 90s → 72k\n\nTake action or just watch, it’s up to you.\n\nStill not following? That’s your biggest mistake yet.", "reply_text": null, "parent_text": null, "quoted_text": "THIS IS VERY IMPORTANT 🚨\n\nSince I predicted the last two crashes with incredible accuracy, here’s what I believe happens next:\n\nBitcoin will likely see a relief bounce into the low 90s next week.\n\nThe Fear & Greed Index will climb back to around 35-40, and everyone will start", "parent_author": null, "ret_m1d": -0.036024184166720374, "ret_signed_m1d": 0.036024184166720374, "alpha_spy_m1d": 0.021519169268752747, "alpha_c_m1d": null, "bench_spy_m1d": -0.014505014897967627, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.010520742688141405, "ret_signed_p1d": 0.010520742688141405, "alpha_spy_p1d": 0.0199267341301973, "alpha_c_p1d": null, "bench_spy_p1d": 0.009405991442055894, "bench_c_p1d": null, "ret_p1w": -0.022079752663862307, "ret_signed_p1w": 0.022079752663862307, "alpha_spy_p1w": 0.039336354862470335, "alpha_c_p1w": null, "bench_spy_p1w": 0.01725660219860803, "bench_c_p1w": null, "ret_p1m": -0.009703829631764305, "ret_signed_p1m": 0.009703829631764305, "alpha_spy_p1m": 0.04149977616925915, "alpha_c_p1m": null, "bench_spy_p1m": 0.031795946537494846, "bench_c_p1m": null, "ret_p3m": -0.24145126595856914, "ret_signed_p3m": 0.24145126595856914, "alpha_spy_p3m": 0.26802785241703664, "alpha_c_p3m": null, "bench_spy_p3m": 0.0265765864584675, "bench_c_p3m": null, "ret_p6m": -0.13050394065405435, "ret_signed_p6m": 0.13050394065405435, "alpha_spy_p6m": 0.2339505706273829, "alpha_c_p6m": null, "bench_spy_p6m": 0.10344662997332854, "bench_c_p6m": null, "price_path": [0.26, 0.275, 0.2282, 0.2377, 0.2598, 0.2657, 0.2544, 0.2535, 0.2696, 0.2635, 0.291, 0.3086, 0.3153, 0.3079, 0.3237, 0.3194, 0.327, 0.3106, 0.2773, 0.269, 0.2839, 0.2354, 0.2429, 0.296, 0.2921, 0.3442, 0.3672, 0.3851, 0.4133, 0.3759, 0.3975, 0.3788, 0.2826, 0.3059, 0.2815, 0.255, 0.2256, 0.2062, 0.2528, 0.2289, 0.22, 0.247, 0.2579, 0.2928, 0.2797, 0.2468, 0.227, 0.2411, 0.2071, 0.1509, 0.177, 0.1476, 0.1711, 0.2008, 0.1668, 0.1517, 0.1295, 0.0694, 0.0433, 0.053, 0.0362, -0.0186, -0.036, 0.0, -0.0105, 0.0255, 0.0342, 0.03, -0.0221, 0.0349, 0.0596, 0.0439, 0.0127, 0.0268, 0.0501, 0.0425, 0.048, 0.0227, -0.021, -0.0048, -0.0241, -0.0318, -0.0019, 0.0025, -0.0097, -0.0075, -0.0117, -0.011, -0.0128, 0.0018, -0.0086, 0.0052, 0.019, 0.0636, 0.0618, 0.0344, 0.0312, 0.0254, 0.0331, 0.0799, 0.0981, 0.0825, 0.0822, 0.0485, 0.0005, 0.0125, 0.0135, 0.014, -0.0, 0.0094, 0.0104, -0.042, -0.0469, -0.1086, -0.1432, -0.1728, -0.2897, -0.2007, -0.2056, -0.2206, -0.2411, -0.2498, -0.2199, -0.2201, -0.2354, -0.2475, -0.2415, -0.2296, -0.268, -0.274, -0.2301, -0.2358, -0.2536, -0.2209, -0.2263, -0.1763, -0.1975, -0.2281, -0.2251, -0.2078, -0.2047, -0.2014, -0.196, -0.1519, -0.1625, -0.1929, -0.208, -0.2011, -0.1966, -0.2011, -0.1921, -0.2207, -0.2485, -0.2445, -0.227, -0.2288, -0.2422, -0.2418, -0.2199, -0.185, -0.1943, -0.187, -0.1732, -0.1562, -0.1596, -0.1525, -0.1486, -0.1262, -0.1405, -0.135, -0.1141, -0.1133, -0.1225, -0.1235, -0.135, -0.1415, -0.1356, -0.1143, -0.0956, -0.0832, -0.0775, -0.0936, -0.0916, -0.0741, -0.0883, -0.1019, -0.0818, -0.1043, -0.1282, -0.1305]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 0, "ts": "2026-05-24T12:05:49+00:00", "symbol": "CCJ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The default vehicle for the entire trade.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["CCJ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Uranium'", "bench_c_industry": "Uranium", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03264914719756851, "ret_signed_p1d": 0.03264914719756851, "alpha_spy_p1d": 0.026010538606578315, "alpha_c_p1d": 0.06021685871335625, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": -0.02756771151578774, "ret_p1w": 0.07589495893309972, "ret_signed_p1w": 0.07589495893309972, "alpha_spy_p1w": 0.06135715837605282, "alpha_c_p1w": 0.1296855232742289, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": -0.053790564341129166, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1429, 0.1282, 0.1303, 0.2004, 0.1245, 0.1479, 0.0906, 0.0471, 0.1087, 0.1463, 0.1016, 0.1007, 0.0303, 0.0531, 0.0646, 0.0444, 0.0177, -0.0305, 0.0078, 0.0314, 0.0408, -0.0008, -0.0079, -0.0182, 0.0368, 0.0609, 0.0747, 0.0747, 0.0547, 0.0523, 0.1064, 0.103, 0.1078, 0.1141, 0.108, 0.1371, 0.1482, 0.1519, 0.1801, 0.1132, 0.2074, 0.1823, 0.1661, 0.1753, 0.1104, 0.0911, 0.1746, 0.1513, 0.129, 0.0927, 0.1815, 0.1333, 0.1146, 0.1469, 0.1163, 0.1016, 0.0741, 0.0263, 0.0037, -0.0117, -0.007, 0.0055, 0.0, 0.0, 0.0326, 0.0257, 0.0561, 0.0759, 0.0759, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 1, "ts": "2026-05-24T12:05:49+00:00", "symbol": "LEU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you believe the SMR buildout is real, this is the monopoly that has to win.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["LEU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Uranium'", "bench_c_industry": "Uranium", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02230151642723155, "ret_signed_p1d": 0.02230151642723155, "alpha_spy_p1d": 0.015662907836241358, "alpha_c_p1d": 0.04986922794301929, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": -0.02756771151578774, "ret_p1w": 0.01733943242511371, "ret_signed_p1w": 0.01733943242511371, "alpha_spy_p1w": 0.0028016318680668117, "alpha_c_p1w": 0.07112999676624288, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": -0.053790564341129166, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1743, 0.1762, 0.1295, 0.1596, 0.1003, 0.1322, 0.0832, 0.0531, 0.0919, 0.1198, 0.117, 0.1979, 0.1688, 0.1867, 0.1909, 0.1622, 0.1435, 0.0413, 0.0794, 0.0919, 0.0775, 0.0778, 0.0197, -0.0604, -0.0322, 0.0212, 0.0215, 0.0215, 0.0232, -0.0328, 0.06, 0.0045, 0.0438, 0.0704, 0.0767, 0.1028, 0.1263, 0.1353, 0.1129, 0.068, 0.2103, 0.2242, 0.1465, 0.2376, 0.1462, 0.0704, 0.1762, 0.1521, 0.1537, 0.1488, 0.2897, 0.1502, 0.1559, 0.1888, 0.1281, 0.0722, 0.0723, 0.0181, -0.0357, -0.0578, -0.056, -0.0123, 0.0, 0.0, 0.0223, 0.0043, 0.034, 0.0173, 0.0173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 2, "ts": "2026-05-24T12:05:49+00:00", "symbol": "BWXT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This one does not depend on uranium prices. It already prints cash.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["BWXT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007244597083301052, "ret_signed_p1d": 0.007244597083301052, "alpha_spy_p1d": 0.0006059884923108605, "alpha_c_p1d": -0.007484393522554589, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": 0.01472899060585564, "ret_p1w": -0.03464589548282404, "ret_signed_p1w": -0.03464589548282404, "alpha_spy_p1w": -0.04918369603987094, "alpha_c_p1w": -0.042563463023861936, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.007917567541037895, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0236, 0.0186, 0.0124, 0.0639, 0.0116, 0.0104, -0.0391, -0.0405, -0.0151, -0.0371, -0.0354, -0.0264, -0.0445, 0.0073, 0.0212, 0.0285, 0.0341, -0.0169, 0.0082, 0.0078, 0.0933, 0.0094, -0.0029, -0.0571, 0.0064, 0.0474, 0.0581, 0.0581, 0.063, 0.0554, 0.1408, 0.1334, 0.1299, 0.1459, 0.1727, 0.1734, 0.1359, 0.1604, 0.1233, 0.0663, 0.0783, 0.1099, 0.0983, 0.093, 0.064, 0.0241, 0.065, 0.0646, 0.0664, 0.0146, 0.0592, 0.033, 0.0106, 0.0375, 0.018, 0.018, 0.0382, 0.0076, -0.0061, -0.0275, -0.0012, -0.0019, 0.0, 0.0, 0.0072, -0.0195, -0.0179, -0.0346, -0.0346, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 3, "ts": "2026-05-24T12:05:49+00:00", "symbol": "NXE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The most important uranium project nobody is talking about.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["NXE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Uranium'", "bench_c_industry": "Uranium", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030018733527646724, "ret_signed_p1d": 0.030018733527646724, "alpha_spy_p1d": 0.023380124936656532, "alpha_c_p1d": 0.057586445043434464, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": -0.02756771151578774, "ret_p1w": 0.08442782224083056, "ret_signed_p1w": 0.08442782224083056, "alpha_spy_p1w": 0.06989002168378367, "alpha_c_p1w": 0.13821838658195973, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": -0.053790564341129166, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2026, 0.197, 0.1989, 0.2477, 0.1595, 0.1979, 0.1632, 0.1341, 0.1876, 0.2195, 0.1857, 0.1689, 0.1351, 0.1004, 0.1201, 0.1032, 0.0685, 0.0563, 0.0694, 0.091, 0.0994, 0.0394, 0.0356, 0.0169, 0.0882, 0.0882, 0.1004, 0.1004, 0.0788, 0.0657, 0.0835, 0.0779, 0.0685, 0.1126, 0.1182, 0.1529, 0.1867, 0.1904, 0.1923, 0.1426, 0.2289, 0.1923, 0.1632, 0.1707, 0.1285, 0.1041, 0.1792, 0.1614, 0.1689, 0.137, 0.2083, 0.1614, 0.1388, 0.1876, 0.1557, 0.1426, 0.1229, 0.0544, 0.0291, -0.0122, -0.0066, -0.0122, 0.0, 0.0, 0.03, 0.0432, 0.06, 0.0844, 0.0844, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 4, "ts": "2026-05-24T12:05:49+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Sam Altman-backed advanced fission company.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["OKLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04280509733442517, "ret_signed_p1d": 0.04280509733442517, "alpha_spy_p1d": 0.03616648874343498, "alpha_c_p1d": 0.03616648874343498, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": 0.0066386085909901915, "ret_p1w": 0.015179114172596986, "ret_signed_p1w": 0.015179114172596986, "alpha_spy_p1w": 0.0006413136155500876, "alpha_c_p1w": 0.0006413136155500876, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.014537800557046898, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0067, 0.0484, -0.0445, -0.0182, -0.0392, -0.0035, -0.0584, -0.1158, -0.0622, -0.0683, -0.0474, -0.0955, -0.114, -0.094, -0.0812, -0.1393, -0.1699, -0.1808, -0.146, -0.1658, -0.1611, -0.2136, -0.2376, -0.3081, -0.2473, -0.2703, -0.2694, -0.2694, -0.2599, -0.2928, -0.2379, -0.2752, -0.2372, -0.1812, -0.1108, -0.0384, -0.0253, 0.0141, 0.0342, -0.0496, 0.0991, 0.1606, 0.0777, 0.1526, 0.0487, -0.0137, 0.1005, 0.0686, 0.0413, 0.0379, 0.2086, 0.0903, 0.1006, 0.1859, 0.1176, 0.0574, 0.0202, -0.0551, -0.1111, -0.1518, -0.0501, -0.012, 0.0, 0.0, 0.0428, 0.0294, 0.0335, 0.0152, 0.0152, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 5, "ts": "2026-05-24T12:05:49+00:00", "symbol": "NNE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Much smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["NNE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08754209474977492, "ret_signed_p1d": 0.08754209474977492, "alpha_spy_p1d": 0.08090348615878473, "alpha_c_p1d": 0.07281310414391928, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": 0.01472899060585564, "ret_p1w": 0.08043395642910656, "ret_signed_p1w": 0.08043395642910656, "alpha_spy_p1w": 0.06589615587205966, "alpha_c_p1w": 0.07251638888806866, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.007917567541037895, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0176, 0.037, -0.0052, 0.0314, -0.0266, -0.0138, -0.0434, -0.1193, -0.1141, -0.1059, -0.0748, -0.1122, -0.1463, -0.1785, -0.1889, -0.2054, -0.214, -0.2106, -0.1762, -0.1915, -0.1792, -0.2088, -0.2409, -0.2892, -0.2338, -0.2368, -0.2001, -0.2001, -0.1953, -0.2477, -0.1586, -0.2103, -0.2233, -0.1818, -0.1201, -0.0913, -0.0816, -0.0329, -0.0449, -0.1104, 0.0247, -0.0524, -0.0836, -0.0363, -0.113, -0.1612, -0.1253, -0.1242, -0.1276, -0.1481, 0.0875, -0.0011, 0.0269, 0.0606, 0.0135, 0.012, 0.0303, -0.0677, -0.0965, -0.1659, -0.0905, -0.0617, 0.0, 0.0, 0.0875, 0.0236, 0.0718, 0.0804, 0.0804, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2058519839321313325", "ticker_idx": 6, "ts": "2026-05-24T12:05:49+00:00", "symbol": "ASPI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If their tech actually works at scale, they break Centrus's monopoly.", "tweet_type": "analysis", "timeline": "months", "summary": "7-name uranium/nuclear basket as highest-upside plays on surging nuclear demand meeting worst uranium supply structure in 50 years.", "resolved_tickers": ["ASPI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Chemicals'", "bench_c_industry": "Chemicals", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Nuclear demand is about to collide with the worst uranium supply structure in 50 years.\n\nThese are the 7 highest-upside ways to play it.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you care about your future, you need to follow @InTheAssembly right now.\n\nThat’s where all my moves will be posted from now on.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nCCJ Cameco\n\nThe biggest publicly traded uranium miner on the planet.\n\nOwns 49% of Westinghouse, the company that builds half the world's reactors.\n\nLocked into multi-decade contracts with utilities desperate for supply.\n\nThe default vehicle for the entire trade.\n\n---\n\nLEU Centrus Energy\n\nThe only US company licensed to produce HALEU.\n\nHALEU is the fuel every next-generation small modular reactor needs.\n\nRussia controls most of the existing global supply.\n\nIf you believe the SMR buildout is real, this is the monopoly that has to win.\n\n---\n\nBWXT BWX Technologies\n\nThe defense nuclear monopoly.\n\n60-year sole-source supplier of reactors to the US Navy.\n\nNow winning Army microreactor contracts and DoD next-generation programs.\n\nThis one does not depend on uranium prices. It already prints cash.\n\n---\n\nNXE NexGen Energy\n\nThe most important uranium project nobody is talking about.\n\nRook I in Saskatchewan got final federal approval in March 2026. Construction starts this summer.\n\nWhen it comes online: ~20% of global uranium supply and over 50% of Western supply.\n\n---\n\nOKLO Oklo Inc.\n\nThe Sam Altman-backed advanced fission company.\n\n~14 GW pipeline of LOIs including Meta's 1.2 GW Ohio campus, Switch at 12 GW, and Equinix.\n\n$2.5 billion in cash. First reactor criticality targeted July 2026.\n\n---\n\nNNE Nano Nuclear Energy\n\nMicroreactor pure play developer.\n\nThree reactor designs in pre-licensing with the NRC.\n\nMuch smaller market cap than OKLO, much higher beta. Pre-revenue, all narrative.\n\n---\n\nASPI ASP Isotopes\n\nLaser-based enrichment technology for HALEU and medical isotopes.\n\nSub-$1B market cap. If their tech actually works at scale, they break Centrus’s monopoly.\n\nIf it doesn’t, it goes to zero.\n\n---\n\nEvery one of these names sits directly in front of the largest energy demand surge in decades.\n\nFrom now on, all my moves will be posted on @InTheAssembly\n\nFollow them before it’s too late.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24864857480681213, "ret_signed_p1d": 0.24864857480681213, "alpha_spy_p1d": 0.24200996621582194, "alpha_c_p1d": 0.23472929164522993, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": 0.013919283161582197, "ret_p1w": 0.4018017914298877, "ret_signed_p1w": 0.4018017914298877, "alpha_spy_p1w": 0.3872639908728408, "alpha_c_p1w": 0.38470096433314316, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.017100827096744542, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0342, 0.0198, -0.0378, -0.009, -0.0523, -0.0432, -0.0793, 0.0, 0.0468, 0.0883, 0.0234, 0.0541, -0.0486, -0.0378, -0.1045, -0.1631, -0.2126, -0.2405, -0.1297, -0.1027, -0.0919, -0.1694, -0.2126, -0.2396, -0.2036, -0.2595, -0.227, -0.227, -0.2414, -0.2667, -0.1892, -0.2414, -0.1928, -0.0883, -0.0991, -0.0306, -0.0793, -0.0324, -0.0144, -0.0883, 0.0108, -0.0216, -0.036, 0.018, -0.0559, -0.1099, -0.0523, -0.0721, -0.0703, -0.0757, -0.0018, -0.0396, -0.0306, 0.1207, 0.0757, 0.1387, 0.0973, 0.045, -0.0495, -0.1279, -0.0523, -0.0685, 0.0, 0.0, 0.2486, 0.2018, 0.4, 0.4018, 0.4018, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059654039613169714", "ticker_idx": 0, "ts": "2026-05-27T15:12:44+00:00", "symbol": "SERV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "growth catalysts the market has not priced in yet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on 5 small-cap physical-AI plays (SERV, PRCT, RR, STXS, PDYN) with real products, real customers, and unpriced growth catalysts.", "resolved_tickers": ["SERV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Physical AI is not coming in 2030. It’s already here.\n\n5 small caps are quietly building the automation economy across delivery, hospitals, restaurants, cardiology, and factories.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSERV Serve Robotics. ~$700M market cap.\n\nAutonomous sidewalk delivery robots for food and packages. Weather-proof. Spun out of Uber.\n\nQ1 2026 revenue: $3M, up 578% YoY and 238% sequentially.\n\nPartnerships with Uber Eats and major chains. Nvidia-powered autonomy.\n\n---\n\nPRCT PROCEPT BioRobotics. ~$1.5B market cap.\n\nOnly AI-powered robotic system for Aquablation therapy. Minimally invasive prostate treatment with better outcomes than traditional surgery.\n\nQ1 2026 revenue: $83M, up 20% YoY.\n\n2026 guidance: $390M to $410M 27% to 33% growth.\n\n---\n\nRR Richtech Robotics. ~$700M market cap.\n\nAI service robots for restaurants, hotels, and healthcare. Serving food, bussing tables, delivering meds. ADAM bot even prepares drinks.\n\nAggressive shift to Robots-as-a-Service for recurring revenue.\n\nRaaS revenue up 31% YoY in Q1 2026.\n\n---\n\nSTXS Stereotaxis. ~$190M market cap.\n\nRobotic magnetic navigation for cardiac ablations. Less radiation and better accuracy than manual catheters.\n\nGenesisX system is FDA-cleared and rolling out.\n\nInstalled base generates recurring revenue. Double-digit growth guidance for 2026.\n\n---\n\nPDYN Palladyne AI. ~$330M market cap.\n\nEmbodied AI software that retrofits industrial robots and unmanned systems. Real-time perception and autonomy without reprogramming.\n\nQ1 2026 revenue: $3.5M, up 107% YoY. Backlog ~$17M.\n\n2026 guidance: $24M to $27M 357% to 415% growth.\n\n---\n\nPhysical AI is scaling today.\n\nSidewalks. Operating rooms. Restaurants. Hospitals. Factories.\n\nThese 5 are tiny, volatile, and mostly pre-profit.\n\nBut they have real products, real customers, and growth catalysts the market has not priced in yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014705895044906825, "ret_signed_m1d": 0.014705895044906825, "alpha_spy_m1d": 0.014532661456166496, "alpha_c_m1d": 0.014705895044906825, "bench_spy_m1d": 0.00017323358874032913, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07352936734282611, "ret_signed_p1d": 0.07352936734282611, "alpha_spy_p1d": 0.0680128128401638, "alpha_c_p1d": 0.07639798461904912, "bench_spy_p1d": 0.0055165545026623075, "bench_c_p1d": -0.0028686172762230067, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1301, 0.1312, 0.0905, 0.1131, 0.095, 0.0679, 0.0735, 0.0939, 0.2048, 0.0865, 0.0317, 0.1143, 0.0882, 0.0667, 0.0328, 0.0023, 0.0667, 0.043, 0.0543, 0.0271, -0.0588, -0.1256, -0.0452, -0.0486, -0.0441, -0.0441, -0.0554, -0.0916, -0.0532, -0.086, -0.0656, -0.0396, 0.0124, 0.0814, 0.069, 0.0826, 0.1301, 0.1018, 0.1109, 0.0543, 0.043, 0.1188, 0.0667, 0.017, 0.0667, 0.0633, 0.0577, 0.0339, 0.0837, 0.0283, -0.0079, 0.0011, -0.009, -0.0238, -0.0113, -0.0679, -0.069, -0.0837, -0.052, -0.0034, -0.0158, -0.0158, 0.0147, 0.0, 0.0735, 0.0577, 0.0577, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059654039613169714", "ticker_idx": 1, "ts": "2026-05-27T15:12:44+00:00", "symbol": "PRCT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "growth catalysts the market has not priced in yet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on 5 small-cap physical-AI plays (SERV, PRCT, RR, STXS, PDYN) with real products, real customers, and unpriced growth catalysts.", "resolved_tickers": ["PRCT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Physical AI is not coming in 2030. It’s already here.\n\n5 small caps are quietly building the automation economy across delivery, hospitals, restaurants, cardiology, and factories.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSERV Serve Robotics. ~$700M market cap.\n\nAutonomous sidewalk delivery robots for food and packages. Weather-proof. Spun out of Uber.\n\nQ1 2026 revenue: $3M, up 578% YoY and 238% sequentially.\n\nPartnerships with Uber Eats and major chains. Nvidia-powered autonomy.\n\n---\n\nPRCT PROCEPT BioRobotics. ~$1.5B market cap.\n\nOnly AI-powered robotic system for Aquablation therapy. Minimally invasive prostate treatment with better outcomes than traditional surgery.\n\nQ1 2026 revenue: $83M, up 20% YoY.\n\n2026 guidance: $390M to $410M 27% to 33% growth.\n\n---\n\nRR Richtech Robotics. ~$700M market cap.\n\nAI service robots for restaurants, hotels, and healthcare. Serving food, bussing tables, delivering meds. ADAM bot even prepares drinks.\n\nAggressive shift to Robots-as-a-Service for recurring revenue.\n\nRaaS revenue up 31% YoY in Q1 2026.\n\n---\n\nSTXS Stereotaxis. ~$190M market cap.\n\nRobotic magnetic navigation for cardiac ablations. Less radiation and better accuracy than manual catheters.\n\nGenesisX system is FDA-cleared and rolling out.\n\nInstalled base generates recurring revenue. Double-digit growth guidance for 2026.\n\n---\n\nPDYN Palladyne AI. ~$330M market cap.\n\nEmbodied AI software that retrofits industrial robots and unmanned systems. Real-time perception and autonomy without reprogramming.\n\nQ1 2026 revenue: $3.5M, up 107% YoY. Backlog ~$17M.\n\n2026 guidance: $24M to $27M 357% to 415% growth.\n\n---\n\nPhysical AI is scaling today.\n\nSidewalks. Operating rooms. Restaurants. Hospitals. Factories.\n\nThese 5 are tiny, volatile, and mostly pre-profit.\n\nBut they have real products, real customers, and growth catalysts the market has not priced in yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03741503071509, "ret_signed_m1d": 0.03741503071509, "alpha_spy_m1d": 0.037241797126349674, "alpha_c_m1d": 0.03929686949411604, "bench_spy_m1d": 0.00017323358874032913, "bench_c_m1d": -0.001881838779026035, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02796680665423934, "ret_signed_p1d": 0.02796680665423934, "alpha_spy_p1d": 0.022450252151577033, "alpha_c_p1d": 0.01392008516094334, "bench_spy_p1d": 0.0055165545026623075, "bench_c_p1d": 0.014046721493296, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1425, -0.0212, -0.0076, 0.0038, -0.042, -0.0847, -0.0454, -0.0865, 0.0506, -0.0128, 0.0253, 0.0578, 0.034, -0.011, -0.0295, -0.0253, -0.0166, -0.0514, -0.0574, -0.0525, -0.0038, -0.0344, -0.0548, -0.0416, -0.0506, -0.0506, -0.1013, -0.1236, -0.0979, -0.1206, -0.1232, -0.1134, -0.0707, -0.0299, -0.0733, -0.0499, -0.0276, -0.0642, -0.051, -0.0839, -0.0794, -0.0896, -0.1296, -0.1795, -0.0915, -0.0692, -0.0616, -0.0484, -0.0627, -0.0385, -0.0401, -0.0004, 0.0843, -0.0287, -0.003, -0.0128, -0.017, -0.0208, 0.0624, 0.0933, 0.096, 0.096, 0.0374, 0.0, 0.028, -0.0049, -0.0049, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059654039613169714", "ticker_idx": 2, "ts": "2026-05-27T15:12:44+00:00", "symbol": "RR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "growth catalysts the market has not priced in yet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on 5 small-cap physical-AI plays (SERV, PRCT, RR, STXS, PDYN) with real products, real customers, and unpriced growth catalysts.", "resolved_tickers": ["RR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Physical AI is not coming in 2030. It’s already here.\n\n5 small caps are quietly building the automation economy across delivery, hospitals, restaurants, cardiology, and factories.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSERV Serve Robotics. ~$700M market cap.\n\nAutonomous sidewalk delivery robots for food and packages. Weather-proof. Spun out of Uber.\n\nQ1 2026 revenue: $3M, up 578% YoY and 238% sequentially.\n\nPartnerships with Uber Eats and major chains. Nvidia-powered autonomy.\n\n---\n\nPRCT PROCEPT BioRobotics. ~$1.5B market cap.\n\nOnly AI-powered robotic system for Aquablation therapy. Minimally invasive prostate treatment with better outcomes than traditional surgery.\n\nQ1 2026 revenue: $83M, up 20% YoY.\n\n2026 guidance: $390M to $410M 27% to 33% growth.\n\n---\n\nRR Richtech Robotics. ~$700M market cap.\n\nAI service robots for restaurants, hotels, and healthcare. Serving food, bussing tables, delivering meds. ADAM bot even prepares drinks.\n\nAggressive shift to Robots-as-a-Service for recurring revenue.\n\nRaaS revenue up 31% YoY in Q1 2026.\n\n---\n\nSTXS Stereotaxis. ~$190M market cap.\n\nRobotic magnetic navigation for cardiac ablations. Less radiation and better accuracy than manual catheters.\n\nGenesisX system is FDA-cleared and rolling out.\n\nInstalled base generates recurring revenue. Double-digit growth guidance for 2026.\n\n---\n\nPDYN Palladyne AI. ~$330M market cap.\n\nEmbodied AI software that retrofits industrial robots and unmanned systems. Real-time perception and autonomy without reprogramming.\n\nQ1 2026 revenue: $3.5M, up 107% YoY. Backlog ~$17M.\n\n2026 guidance: $24M to $27M 357% to 415% growth.\n\n---\n\nPhysical AI is scaling today.\n\nSidewalks. Operating rooms. Restaurants. Hospitals. Factories.\n\nThese 5 are tiny, volatile, and mostly pre-profit.\n\nBut they have real products, real customers, and growth catalysts the market has not priced in yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027607335715520098, "ret_signed_m1d": -0.027607335715520098, "alpha_spy_m1d": -0.027780569304260427, "alpha_c_m1d": -0.027607335715520098, "bench_spy_m1d": 0.00017323358874032913, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0030674817461688875, "ret_signed_p1d": -0.0030674817461688875, "alpha_spy_p1d": -0.008584036248831195, "alpha_c_p1d": -0.0001988644699458808, "bench_spy_p1d": 0.0055165545026623075, "bench_c_p1d": -0.0028686172762230067, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2362, -0.2055, -0.2607, -0.2239, -0.2577, -0.2761, -0.2577, -0.2423, -0.2546, -0.2822, -0.2914, -0.2914, -0.2791, -0.2883, -0.3129, -0.3374, -0.3436, -0.3466, -0.3313, -0.3558, -0.3865, -0.4233, -0.3589, -0.3804, -0.3681, -0.3681, -0.3804, -0.411, -0.3589, -0.3896, -0.3834, -0.362, -0.316, -0.2607, -0.2669, -0.2607, -0.2117, -0.2239, -0.1503, -0.2147, -0.2454, -0.227, -0.2607, -0.273, -0.2454, -0.2239, -0.2485, -0.2607, -0.1564, -0.1779, -0.1902, -0.1564, -0.2117, -0.135, -0.1319, -0.1779, -0.2239, -0.2715, -0.2454, -0.1779, -0.1779, -0.1779, -0.0276, 0.0, -0.0031, -0.0736, -0.0736, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059654039613169714", "ticker_idx": 3, "ts": "2026-05-27T15:12:44+00:00", "symbol": "STXS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "growth catalysts the market has not priced in yet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on 5 small-cap physical-AI plays (SERV, PRCT, RR, STXS, PDYN) with real products, real customers, and unpriced growth catalysts.", "resolved_tickers": ["STXS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Instruments & Supplies'", "bench_c_industry": "Medical Instruments & Supplies", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Physical AI is not coming in 2030. It’s already here.\n\n5 small caps are quietly building the automation economy across delivery, hospitals, restaurants, cardiology, and factories.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSERV Serve Robotics. ~$700M market cap.\n\nAutonomous sidewalk delivery robots for food and packages. Weather-proof. Spun out of Uber.\n\nQ1 2026 revenue: $3M, up 578% YoY and 238% sequentially.\n\nPartnerships with Uber Eats and major chains. Nvidia-powered autonomy.\n\n---\n\nPRCT PROCEPT BioRobotics. ~$1.5B market cap.\n\nOnly AI-powered robotic system for Aquablation therapy. Minimally invasive prostate treatment with better outcomes than traditional surgery.\n\nQ1 2026 revenue: $83M, up 20% YoY.\n\n2026 guidance: $390M to $410M 27% to 33% growth.\n\n---\n\nRR Richtech Robotics. ~$700M market cap.\n\nAI service robots for restaurants, hotels, and healthcare. Serving food, bussing tables, delivering meds. ADAM bot even prepares drinks.\n\nAggressive shift to Robots-as-a-Service for recurring revenue.\n\nRaaS revenue up 31% YoY in Q1 2026.\n\n---\n\nSTXS Stereotaxis. ~$190M market cap.\n\nRobotic magnetic navigation for cardiac ablations. Less radiation and better accuracy than manual catheters.\n\nGenesisX system is FDA-cleared and rolling out.\n\nInstalled base generates recurring revenue. Double-digit growth guidance for 2026.\n\n---\n\nPDYN Palladyne AI. ~$330M market cap.\n\nEmbodied AI software that retrofits industrial robots and unmanned systems. Real-time perception and autonomy without reprogramming.\n\nQ1 2026 revenue: $3.5M, up 107% YoY. Backlog ~$17M.\n\n2026 guidance: $24M to $27M 357% to 415% growth.\n\n---\n\nPhysical AI is scaling today.\n\nSidewalks. Operating rooms. Restaurants. Hospitals. Factories.\n\nThese 5 are tiny, volatile, and mostly pre-profit.\n\nBut they have real products, real customers, and growth catalysts the market has not priced in yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.029850717942397798, "ret_signed_m1d": -0.029850717942397798, "alpha_spy_m1d": -0.030023951531138127, "alpha_c_m1d": -0.027968879163371763, "bench_spy_m1d": 0.00017323358874032913, "bench_c_m1d": -0.001881838779026035, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034825837599464116, "ret_signed_p1d": 0.034825837599464116, "alpha_spy_p1d": 0.029309283096801808, "alpha_c_p1d": 0.020779116106168116, "bench_spy_p1d": 0.0055165545026623075, "bench_c_p1d": 0.014046721493296, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0746, 0.1045, 0.0647, 0.0945, 0.0896, 0.0199, 0.0299, -0.0199, -0.0398, -0.0647, -0.0597, -0.0498, -0.0597, -0.1045, -0.0945, -0.1095, -0.0846, -0.1045, -0.0746, -0.0597, -0.0945, -0.1144, -0.0846, -0.0796, -0.0697, -0.0697, -0.0647, -0.0796, -0.0398, -0.0299, -0.0697, -0.0448, 0.01, 0.0, 0.0, 0.01, -0.0149, -0.0448, -0.0348, -0.0249, -0.0398, -0.0398, -0.0746, -0.0945, -0.0697, -0.0398, -0.0547, -0.0448, -0.0448, -0.0547, -0.0547, -0.0647, -0.0448, -0.0796, -0.0348, -0.0796, -0.1144, -0.1393, -0.0796, -0.0547, -0.0448, -0.0448, -0.0299, 0.0, 0.0348, -0.0149, -0.0149, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2059654039613169714", "ticker_idx": 4, "ts": "2026-05-27T15:12:44+00:00", "symbol": "PDYN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "growth catalysts the market has not priced in yet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on 5 small-cap physical-AI plays (SERV, PRCT, RR, STXS, PDYN) with real products, real customers, and unpriced growth catalysts.", "resolved_tickers": ["PDYN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Physical AI is not coming in 2030. It’s already here.\n\n5 small caps are quietly building the automation economy across delivery, hospitals, restaurants, cardiology, and factories.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nSERV Serve Robotics. ~$700M market cap.\n\nAutonomous sidewalk delivery robots for food and packages. Weather-proof. Spun out of Uber.\n\nQ1 2026 revenue: $3M, up 578% YoY and 238% sequentially.\n\nPartnerships with Uber Eats and major chains. Nvidia-powered autonomy.\n\n---\n\nPRCT PROCEPT BioRobotics. ~$1.5B market cap.\n\nOnly AI-powered robotic system for Aquablation therapy. Minimally invasive prostate treatment with better outcomes than traditional surgery.\n\nQ1 2026 revenue: $83M, up 20% YoY.\n\n2026 guidance: $390M to $410M 27% to 33% growth.\n\n---\n\nRR Richtech Robotics. ~$700M market cap.\n\nAI service robots for restaurants, hotels, and healthcare. Serving food, bussing tables, delivering meds. ADAM bot even prepares drinks.\n\nAggressive shift to Robots-as-a-Service for recurring revenue.\n\nRaaS revenue up 31% YoY in Q1 2026.\n\n---\n\nSTXS Stereotaxis. ~$190M market cap.\n\nRobotic magnetic navigation for cardiac ablations. Less radiation and better accuracy than manual catheters.\n\nGenesisX system is FDA-cleared and rolling out.\n\nInstalled base generates recurring revenue. Double-digit growth guidance for 2026.\n\n---\n\nPDYN Palladyne AI. ~$330M market cap.\n\nEmbodied AI software that retrofits industrial robots and unmanned systems. Real-time perception and autonomy without reprogramming.\n\nQ1 2026 revenue: $3.5M, up 107% YoY. Backlog ~$17M.\n\n2026 guidance: $24M to $27M 357% to 415% growth.\n\n---\n\nPhysical AI is scaling today.\n\nSidewalks. Operating rooms. Restaurants. Hospitals. Factories.\n\nThese 5 are tiny, volatile, and mostly pre-profit.\n\nBut they have real products, real customers, and growth catalysts the market has not priced in yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06117021799384337, "ret_signed_m1d": -0.06117021799384337, "alpha_spy_m1d": -0.0613434515825837, "alpha_c_m1d": -0.0613434515825837, "bench_spy_m1d": 0.00017323358874032913, "bench_c_m1d": 0.00017323358874032913, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17021279428921554, "ret_signed_p1d": 0.17021279428921554, "alpha_spy_p1d": 0.16469623978655323, "alpha_c_p1d": 0.16469623978655323, "bench_spy_p1d": 0.0055165545026623075, "bench_c_p1d": 0.0055165545026623075, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0652, -0.0066, -0.0399, -0.012, 0.3245, 0.1343, 0.0399, 0.004, -0.012, -0.0612, -0.0785, -0.1144, -0.0997, -0.1622, -0.1144, -0.1569, -0.1237, -0.137, -0.1476, -0.1702, -0.2314, -0.2846, -0.1928, -0.1755, -0.1383, -0.1383, -0.1263, -0.1543, -0.1423, -0.1449, -0.1383, -0.133, -0.1596, -0.1303, -0.1184, -0.1263, -0.1077, -0.1184, -0.0918, -0.1423, -0.1609, -0.1702, -0.1809, -0.2274, -0.1902, -0.1569, -0.133, -0.1835, -0.141, -0.1822, -0.1875, -0.1237, -0.1077, -0.1157, -0.1144, -0.1423, -0.1782, -0.2101, -0.2061, -0.1742, -0.1489, -0.1489, -0.0612, 0.0, 0.1702, 0.121, 0.121, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1995513734689628346", "ticker_idx": 0, "ts": "2025-12-01T15:22:03+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold is quietly outpacing the Nasdaq this year... That's not your alarm clock. Gold has survived every monetary reset humanity has ever attempted.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long gold as the hard-money exit in a fiat/debt reset; cautiously long BTC long-term despite near-term volatility until central bank adoption.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity mapped to GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 IT’S HAPPENING RIGHT NOW!!!!\n\nSomething wild is happening right now, and most people are just ignoring it.\n\nThe global money game is quietly being rewritten.\n\nEveryone keeps saying “Relax, everything’s normal.”\n\nMeanwhile, the fiat system looks like it’s about to collapse.\n\nMost won’t believe it until it’s already over.\n\nBut the people pulling the financial strings?\nYeah… they see it and they’re already prepared.\n\nHow do we know?\n\nBecause they’re quietly sprinting toward the exit, and that exit is gold.\n\nCentral banks aren’t buying dips; they’re buying vaults. Mountains of bullion.\n\nThey’re swapping paper promises for the one thing that doesn’t care about interest rates, elections, or spreadsheets: hard money.\n\nTo understand why, look at Japan, a big warning sign.\n\nFor years, Japan kept interest rates glued to the floor, hoping cheap money would magically bring growth.\n\nInvestors saw the trick and used Japan as a low-rate ATM, borrowing cheap yen and sending that money around the world chasing better returns.\n\nGreat for global markets. Terrible for reality.\n\nBecause yield curve control comes with a price tag. A big one.\n\nYou can manipulate bond yields with a keystroke, but you can’t print oil.\n\nYou can’t conjure copper.\n\nYou can’t manufacture energy out of thin air.\n\nEventually, the real world pushes back.\n\nAnd inflation is that push.\n\nJapan hit that wall. Hard.\n\nAfter years of negative rates, they had to let bond yields explode upward just to keep their currency from evaporating.\n\nNow their 10-year yield looks like it strapped itself to a SpaceX rocket, right as Japan holds the highest debt-to-GDP on Earth.\n\nAnd while everyone in the U.S. is begging the Fed to bring back QE or slap on its own version of yield curve control, maybe, just maybe, we should take a second and ask:\n\nIf Japan followed that exact playbook and ended up with runaway inflation… why do people think it’ll magically work in America?\n\nFiat doesn’t last forever.\n\nDebt can’t stay cheap forever.\n\nArtificially inflated assets don’t stay inflated forever.\n\nStocks built on cheap borrowing and endless buybacks?\n\nThey don’t look nearly as shiny when debt gets expensive again.\n\nBut here’s the curveball:\n\nGold is quietly outpacing the Nasdaq this year, despite the AI hype machine running at full volume.\n\nThat’s not an accident. That’s your alarm clock.\n\nSure, the Treasury and the Fed can pump your stock portfolio full of Monopoly money to make you feel richer…\n\nbut measured against hard assets, equities are already bleeding.\n\nWhen things get real, the scoreboard isn’t measured in dollars.\n\nIt’s measured in energy, commodities, and money that can’t be printed with a mouse click.\n\nIf the Fed goes down the yield-curve-control road, smart money will look at Japan and see the final chapter before it’s written.\n\nThey’ll understand that the system is drifting toward a reset. A big one.\n\nGold has survived every monetary reset humanity has ever attempted.\n\nAnd Bitcoin?\n\nIt’s the new kid with something the old system fears: true scarcity backed by real energy costs.\n\nBut until we see a steady, official buyer stepping in, until it gets the “central bank treatment”, Bitcoin’s road is going to be volatile.\n\nUgly at times. Necessary in the long run.\n\nI’m prepared for chaos before clarity.\n\nBecause that’s how every reset looks from the inside.\n\nAnd whether people realize it yet or not…\nwe’re living inside one.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004797934874118059, "ret_signed_m1d": -0.004797934874118059, "alpha_spy_m1d": -0.009384379736440795, "alpha_c_m1d": -0.009384379736440795, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006440050713598433, "ret_signed_p1d": -0.006440050713598433, "alpha_spy_p1d": -0.008292350387677505, "alpha_c_p1d": -0.008292350387677505, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": -0.011109651243786045, "ret_signed_p1w": -0.011109651243786045, "alpha_spy_p1w": -0.016048906498044024, "alpha_c_p1w": -0.016048906498044024, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.023450967667575373, "ret_signed_p1m": 0.023450967667575373, "alpha_spy_p1m": 0.010558860875208298, "alpha_c_p1m": 0.010558860875208298, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.22509303652682, "ret_signed_p3m": 0.22509303652682, "alpha_spy_p3m": 0.20882477791229115, "alpha_c_p3m": 0.20882477791229115, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.06221937139191791, "ret_signed_p6m": 0.06221937139191791, "alpha_spy_p6m": -0.0474340081887521, "alpha_c_p6m": -0.0474340081887521, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.1581, -0.1618, -0.1506, -0.1409, -0.1429, -0.1398, -0.1411, -0.1394, -0.1304, -0.1287, -0.1354, -0.1389, -0.1297, -0.1147, -0.1111, -0.1191, -0.1155, -0.1104, -0.0957, -0.088, -0.0865, -0.0897, -0.0824, -0.0651, -0.0603, -0.0448, -0.0624, -0.0529, -0.0299, -0.023, -0.0061, 0.0172, -0.0019, 0.0344, -0.0321, -0.032, -0.0281, -0.0314, -0.0583, -0.0651, -0.0686, -0.0503, -0.0555, -0.0538, -0.0704, -0.0596, -0.0608, -0.055, -0.0292, -0.0253, -0.0096, -0.0177, -0.0354, -0.0464, -0.0395, -0.0379, -0.0382, -0.0397, -0.0245, -0.0248, -0.017, -0.017, -0.0048, 0.0, -0.0064, -0.0074, -0.0067, -0.0085, -0.0111, -0.006, -0.0018, 0.009, 0.0146, 0.0155, 0.0158, 0.0245, 0.0226, 0.0238, 0.0474, 0.0613, 0.0569, 0.0569, 0.0692, 0.0227, 0.0235, 0.0168, 0.0168, 0.0219, 0.0488, 0.0601, 0.05, 0.0558, 0.0634, 0.0833, 0.0818, 0.0929, 0.0862, 0.0809, 0.0809, 0.1218, 0.1382, 0.1592, 0.1751, 0.1923, 0.2216, 0.2689, 0.2724, 0.1416, 0.0959, 0.1656, 0.1648, 0.1338, 0.1686, 0.1983, 0.1864, 0.1998, 0.1582, 0.187, 0.187, 0.15, 0.1758, 0.1791, 0.2024, 0.2348, 0.2177, 0.2147, 0.2251, 0.2412, 0.2572, 0.2011, 0.2105, 0.196, 0.2149, 0.2124, 0.2261, 0.2219, 0.1979, 0.1824, 0.1813, 0.1784, 0.1411, 0.0941, 0.0606, 0.0367, 0.0369, 0.0681, 0.0279, 0.064, 0.0637, 0.104, 0.1233, 0.1018, 0.1018, 0.0972, 0.1079, 0.1149, 0.1236, 0.1216, 0.117, 0.142, 0.1301, 0.1291, 0.1441, 0.1343, 0.1022, 0.1168, 0.1059, 0.1116, 0.103, 0.0825, 0.071, 0.087, 0.0858, 0.064, 0.0732, 0.1057, 0.1076, 0.1129, 0.1152, 0.1108, 0.1046, 0.0961, 0.0707, 0.0736, 0.0558, 0.0709, 0.0699, 0.0618, 0.0618, 0.0622]}
{"unit_id": "orig:1995513734689628346", "ticker_idx": 1, "ts": "2025-12-01T15:22:03+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin? It's the new kid with something the old system fears: true scarcity backed by real energy costs... Necessary in the long run.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long gold as the hard-money exit in a fiat/debt reset; cautiously long BTC long-term despite near-term volatility until central bank adoption.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 IT’S HAPPENING RIGHT NOW!!!!\n\nSomething wild is happening right now, and most people are just ignoring it.\n\nThe global money game is quietly being rewritten.\n\nEveryone keeps saying “Relax, everything’s normal.”\n\nMeanwhile, the fiat system looks like it’s about to collapse.\n\nMost won’t believe it until it’s already over.\n\nBut the people pulling the financial strings?\nYeah… they see it and they’re already prepared.\n\nHow do we know?\n\nBecause they’re quietly sprinting toward the exit, and that exit is gold.\n\nCentral banks aren’t buying dips; they’re buying vaults. Mountains of bullion.\n\nThey’re swapping paper promises for the one thing that doesn’t care about interest rates, elections, or spreadsheets: hard money.\n\nTo understand why, look at Japan, a big warning sign.\n\nFor years, Japan kept interest rates glued to the floor, hoping cheap money would magically bring growth.\n\nInvestors saw the trick and used Japan as a low-rate ATM, borrowing cheap yen and sending that money around the world chasing better returns.\n\nGreat for global markets. Terrible for reality.\n\nBecause yield curve control comes with a price tag. A big one.\n\nYou can manipulate bond yields with a keystroke, but you can’t print oil.\n\nYou can’t conjure copper.\n\nYou can’t manufacture energy out of thin air.\n\nEventually, the real world pushes back.\n\nAnd inflation is that push.\n\nJapan hit that wall. Hard.\n\nAfter years of negative rates, they had to let bond yields explode upward just to keep their currency from evaporating.\n\nNow their 10-year yield looks like it strapped itself to a SpaceX rocket, right as Japan holds the highest debt-to-GDP on Earth.\n\nAnd while everyone in the U.S. is begging the Fed to bring back QE or slap on its own version of yield curve control, maybe, just maybe, we should take a second and ask:\n\nIf Japan followed that exact playbook and ended up with runaway inflation… why do people think it’ll magically work in America?\n\nFiat doesn’t last forever.\n\nDebt can’t stay cheap forever.\n\nArtificially inflated assets don’t stay inflated forever.\n\nStocks built on cheap borrowing and endless buybacks?\n\nThey don’t look nearly as shiny when debt gets expensive again.\n\nBut here’s the curveball:\n\nGold is quietly outpacing the Nasdaq this year, despite the AI hype machine running at full volume.\n\nThat’s not an accident. That’s your alarm clock.\n\nSure, the Treasury and the Fed can pump your stock portfolio full of Monopoly money to make you feel richer…\n\nbut measured against hard assets, equities are already bleeding.\n\nWhen things get real, the scoreboard isn’t measured in dollars.\n\nIt’s measured in energy, commodities, and money that can’t be printed with a mouse click.\n\nIf the Fed goes down the yield-curve-control road, smart money will look at Japan and see the final chapter before it’s written.\n\nThey’ll understand that the system is drifting toward a reset. A big one.\n\nGold has survived every monetary reset humanity has ever attempted.\n\nAnd Bitcoin?\n\nIt’s the new kid with something the old system fears: true scarcity backed by real energy costs.\n\nBut until we see a steady, official buyer stepping in, until it gets the “central bank treatment”, Bitcoin’s road is going to be volatile.\n\nUgly at times. Necessary in the long run.\n\nI’m prepared for chaos before clarity.\n\nBecause that’s how every reset looks from the inside.\n\nAnd whether people realize it yet or not…\nwe’re living inside one.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.053262415128171314, "ret_signed_m1d": 0.053262415128171314, "alpha_spy_m1d": 0.04867597026584858, "alpha_c_m1d": null, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": 0.05825464938016567, "alpha_spy_p1d": 0.056402349706086596, "alpha_c_p1d": null, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": null, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": 0.050029590482028485, "alpha_spy_p1w": 0.045090335227770506, "alpha_c_p1w": null, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": null, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": 0.024426832046342772, "alpha_spy_p1m": 0.011534725253975697, "alpha_c_p1m": null, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": null, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": -0.21857569095065232, "alpha_spy_p3m": -0.23484394956518118, "alpha_c_p3m": null, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": null, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": -0.12158995601566491, "alpha_spy_p6m": -0.23124333559633492, "alpha_c_p6m": null, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": null, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "quote:2060815780212621715", "ticker_idx": 0, "ts": "2026-05-30T20:09:04+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The founder of $NVDA is indirectly telling you where to invest for the next 5 to 10 years.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish NVDA as a core play on the Physical AI / embodied AI investment cycle over the next 5–10 years.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Do you understand what is happening?\n\nThe founder of $NVDA is indirectly telling you where to invest for the next 5 to 10 years.\n\nNot even debatable at this point.\n\nIf you’re serious about investing, you follow this account. https://t.co/z4ltH4DsKU", "reply_text": null, "parent_text": null, "quoted_text": "Physical AI is shaping up to be the next major investing cycle.\n\nJensen Huang, the CEO of $NVDA and the most influential voice in tech right now, agrees.\n\nThe last few years were about digital AI. Training models, chatbots, data centers.\n\nNow the capital is rotating into embodied https://t.co/DRidOYLfNB", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1331, -0.1317, -0.1579, -0.135, -0.1249, -0.1189, -0.1326, -0.1463, -0.1322, -0.1383, -0.1456, -0.1543, -0.1821, -0.1681, -0.1702, -0.1537, -0.189, -0.2066, -0.2177, -0.174, -0.1676, -0.1598, -0.1598, -0.1587, -0.1565, -0.1376, -0.129, -0.1066, -0.1034, -0.0693, -0.0581, -0.0606, -0.0448, -0.043, -0.0533, -0.0409, -0.0545, -0.0136, 0.0259, 0.0096, -0.009, -0.0548, -0.0601, -0.06, -0.0693, -0.0157, 0.0017, 0.0192, 0.0393, 0.0457, 0.0696, 0.1165, 0.0672, 0.053, 0.0449, 0.0584, 0.0396, 0.0198, 0.0198, 0.0176, 0.0069, 0.0147, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2059005846462333371", "ticker_idx": 0, "ts": "2026-05-25T20:17:02+00:00", "symbol": "TOI.V", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the tweet you will wish you read sooner.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish thesis on TOI.V as an under-the-radar quality compounder down ~50% from highs.", "resolved_tickers": ["TOI.V"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='V')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "This is the tweet you will wish you read sooner. https://t.co/6w51BBvMiQ", "reply_text": null, "parent_text": null, "quoted_text": "We just finished a deep dive on every quality compounder we could find.\n\nWe landed on 2 names NOBODY is talking about right now.\n\nBoth are spin-offs of one of the most successful capital allocators of the last 30 years.\n\nBoth are down ~50% from their highs.\n\nHere they are:\n\nTOI.V https://t.co/dhvjFbUfCU", "parent_author": null, "ret_m1d": 0.0015608899923063024, "ret_signed_m1d": 0.0015608899923063024, "alpha_spy_m1d": 0.0015608899923063024, "alpha_c_m1d": 0.0015608899923063024, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005410995331143864, "ret_signed_p1d": -0.005410995331143864, "alpha_spy_p1d": -0.012049603922134056, "alpha_c_p1d": -0.012049603922134056, "bench_spy_p1d": 0.0066386085909901915, "bench_c_p1d": 0.0066386085909901915, "ret_p1w": 0.03777320437512843, "ret_signed_p1w": 0.03777320437512843, "alpha_spy_p1w": 0.023235403818081535, "alpha_c_p1w": 0.023235403818081535, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.014537800557046898, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0629, -0.0166, -0.0246, -0.021, 0.0459, 0.045, 0.1028, 0.1408, 0.1557, 0.1227, 0.085, 0.0374, 0.0184, 0.0157, 0.0272, 0.0102, 0.0046, 0.0147, 0.0222, 0.0044, -0.01, -0.0223, -0.0547, -0.0234, -0.0433, -0.0168, 0.0028, 0.0028, 0.0146, -0.0317, -0.034, -0.0515, -0.0478, -0.0002, -0.0062, 0.0375, 0.0443, 0.0676, 0.076, 0.0424, 0.0825, 0.0437, -0.0009, 0.0033, -0.0086, 0.0018, -0.0263, 0.0022, 0.0104, 0.0003, -0.0585, 0.0021, -0.0266, -0.0815, -0.0616, -0.0595, -0.0446, -0.0226, -0.0226, -0.0114, 0.0252, 0.0204, 0.0016, 0.0, -0.0054, -0.0312, 0.0276, 0.0378, 0.0378, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029931627606839776", "ticker_idx": 0, "ts": "2026-03-06T14:46:28+00:00", "symbol": "BZ=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Brent crude oil tops $90 for the first time in 2 years… You know where this is going…", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies Brent crude continues higher given no Iran deal and supply concerns.", "resolved_tickers": ["BZ=F"], "resolution_method": "exchange_ticker", "resolution_reason": "Brent crude futures, direct Yahoo Finance symbol", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🚨 Brent crude oil tops $90 for the first time in 2 years.\n\nTrump: “There will be no deal with Iran.”\n\nYou know where this is going… https://t.co/xku99vSLdV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0785413592355757, "ret_signed_m1d": -0.0785413592355757, "alpha_spy_m1d": -0.09182257296871721, "alpha_c_m1d": -0.09182257296871721, "bench_spy_m1d": 0.013281213733141506, "bench_c_m1d": 0.013281213733141506, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06764479963230086, "ret_signed_p1d": 0.06764479963230086, "alpha_spy_p1d": 0.05888477461926178, "alpha_c_p1d": 0.05888477461926178, "bench_spy_p1d": 0.008760025013039074, "bench_c_p1d": 0.008760025013039074, "ret_p1w": 0.1127413601574574, "ret_signed_p1w": 0.1127413601574574, "alpha_spy_p1w": 0.1277477271955877, "alpha_c_p1w": 0.1277477271955877, "bench_spy_p1w": -0.015006367038130297, "bench_c_p1w": -0.015006367038130297, "ret_p1m": 0.18427008039467063, "ret_signed_p1m": 0.18427008039467063, "alpha_spy_p1m": 0.2015972533114112, "alpha_c_p1m": 0.2015972533114112, "bench_spy_p1m": -0.017327172916740574, "bench_c_p1m": -0.017327172916740574, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3318, -0.3288, -0.3389, -0.3406, -0.3466, -0.3643, -0.3561, -0.3546, -0.3476, -0.3303, -0.327, -0.3285, -0.3285, -0.3458, -0.3318, -0.332, -0.3435, -0.3435, -0.3446, -0.3337, -0.3451, -0.3531, -0.3312, -0.3166, -0.3109, -0.2937, -0.2823, -0.3121, -0.3081, -0.3081, -0.2996, -0.2961, -0.3089, -0.2892, -0.2924, -0.271, -0.2621, -0.2371, -0.2374, -0.2847, -0.2736, -0.2506, -0.2712, -0.2658, -0.2552, -0.2577, -0.2513, -0.2716, -0.2691, -0.2691, -0.2726, -0.241, -0.2269, -0.2258, -0.2287, -0.2365, -0.2356, -0.2367, -0.218, -0.1613, -0.1218, -0.1218, -0.0785, 0.0, 0.0676, -0.0528, -0.0077, 0.0838, 0.1127, 0.0811, 0.1158, 0.1585, 0.1722, 0.2104, 0.0782, 0.1273, 0.1028, 0.1653, 0.2145, 0.2167, 0.2768, 0.0914, 0.1763, 0.1763, 0.1843, 0.1789, 0.0222, 0.0348, 0.0271, 0.072, 0.0227, 0.0242, 0.0723, -0.0249, 0.0301, 0.0625, 0.0995, 0.1336, 0.1364, 0.1677, 0.2003, 0.2734, 0.23, 0.167, 0.2347, 0.1853, 0.0926, 0.0795, 0.0928, 0.1243, 0.1627, 0.1396, 0.1406, 0.1788, 0.2094, 0.2006, 0.133, 0.1067, 0.1171, 0.1171, 0.0743, 0.0173, 0.011, -0.0069, -0.0069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1994839914815369330", "ticker_idx": 0, "ts": "2025-11-29T18:44:32+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The s&p 500 will drop 40%", "tweet_type": "prediction", "timeline": "years", "summary": "Predicts 2026 crash: S&P -40%, individual stocks -50–98%, BTC below $50K, gold to $6,500.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "2026 might be the best year of your life.\n\nThe biggest wealth-transfer event since 2008 is coming, and those who position themselves for it could become incredibly wealthy.\n\n- The s&p 500 will drop 40%\n- Individual stocks will drop 50-98%\n- Bitcoin will drop below $50,000\n- Gold will reach $6500\n- Your bank will probably collapse\n\nIf you have cash on the side, you’re already winning without even realising it.\n\nI’ll share my deep analysis soon.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004586444862322736, "ret_signed_m1d": -0.004586444862322736, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001852299674079072, "ret_signed_p1d": -0.001852299674079072, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": 0.004939255254257979, "ret_signed_p1w": -0.004939255254257979, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.012892106792367075, "ret_signed_p1m": -0.012892106792367075, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.016268258614528852, "ret_signed_p3m": -0.016268258614528852, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.10965337958067001, "ret_signed_p6m": -0.10965337958067001, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.0563, -0.0484, -0.0512, -0.0489, -0.0467, -0.0439, -0.036, -0.0363, -0.0311, -0.0325, -0.0337, -0.0292, -0.0244, -0.0197, -0.0251, -0.0282, -0.0327, -0.0271, -0.0244, -0.0207, -0.0174, -0.0162, -0.0163, -0.0127, -0.0164, -0.0105, -0.0134, -0.0401, -0.0253, -0.0265, -0.0222, -0.0289, -0.0233, -0.0132, -0.0132, -0.0183, -0.0125, -0.0044, 0.0073, 0.01, 0.0105, -0.0006, 0.0026, 0.0045, -0.0074, -0.004, -0.0146, -0.0137, 0.0017, 0.004, 0.0046, -0.0121, -0.0123, -0.0215, -0.0297, -0.0259, -0.0408, -0.0312, -0.017, -0.0077, -0.0009, -0.0009, 0.0046, 0.0, 0.0019, 0.0053, 0.0061, 0.008, 0.0049, 0.0041, 0.0107, 0.0131, 0.0022, 0.0007, -0.0021, -0.013, -0.0056, 0.0034, 0.0097, 0.0143, 0.0179, 0.0179, 0.0178, 0.0141, 0.0129, 0.0054, 0.0054, 0.0072, 0.0139, 0.02, 0.0167, 0.0166, 0.0233, 0.0249, 0.0229, 0.0178, 0.0206, 0.0197, 0.0197, -0.001, 0.0105, 0.0158, 0.0162, 0.0213, 0.0254, 0.0253, 0.0233, 0.0202, 0.0253, 0.0166, 0.0117, -0.001, 0.0182, 0.0231, 0.0204, 0.0202, 0.0044, 0.0051, 0.0051, 0.0068, 0.0118, 0.0092, 0.0165, 0.0061, 0.0134, 0.0219, 0.0163, 0.0114, 0.012, 0.003, 0.0101, 0.0045, -0.0087, 0.0, -0.0016, -0.0029, -0.018, -0.0236, -0.0136, -0.011, -0.0248, -0.0272, -0.0412, -0.0311, -0.0344, -0.029, -0.0463, -0.0626, -0.0657, -0.0386, -0.0313, -0.0304, -0.0304, -0.0259, -0.0254, -0.0006, 0.0052, 0.0045, 0.0143, 0.0267, 0.0348, 0.0373, 0.0499, 0.0478, 0.0409, 0.0514, 0.0474, 0.0555, 0.0573, 0.0521, 0.052, 0.0624, 0.0654, 0.0615, 0.07, 0.0849, 0.0815, 0.0905, 0.093, 0.0913, 0.0974, 0.1061, 0.0928, 0.092, 0.0847, 0.0958, 0.098, 0.1023, 0.1023, 0.1097]}
{"unit_id": "orig:1994839914815369330", "ticker_idx": 1, "ts": "2025-11-29T18:44:32+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin will drop below $50,000", "tweet_type": "prediction", "timeline": "years", "summary": "Predicts 2026 crash: S&P -40%, individual stocks -50–98%, BTC below $50K, gold to $6,500.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "2026 might be the best year of your life.\n\nThe biggest wealth-transfer event since 2008 is coming, and those who position themselves for it could become incredibly wealthy.\n\n- The s&p 500 will drop 40%\n- Individual stocks will drop 50-98%\n- Bitcoin will drop below $50,000\n- Gold will reach $6500\n- Your bank will probably collapse\n\nIf you have cash on the side, you’re already winning without even realising it.\n\nI’ll share my deep analysis soon.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.053262415128171314, "ret_signed_m1d": -0.053262415128171314, "alpha_spy_m1d": -0.04867597026584858, "alpha_c_m1d": null, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": -0.05825464938016567, "alpha_spy_p1d": -0.056402349706086596, "alpha_c_p1d": null, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": null, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": -0.050029590482028485, "alpha_spy_p1w": -0.045090335227770506, "alpha_c_p1w": null, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": null, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": -0.024426832046342772, "alpha_spy_p1m": -0.011534725253975697, "alpha_c_p1m": null, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": null, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": 0.21857569095065232, "alpha_spy_p3m": 0.23484394956518118, "alpha_c_p3m": null, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": null, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": 0.12158995601566491, "alpha_spy_p6m": 0.23124333559633492, "alpha_c_p6m": null, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": null, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "orig:1994839914815369330", "ticker_idx": 2, "ts": "2025-11-29T18:44:32+00:00", "symbol": "Gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold will reach $6500", "tweet_type": "prediction", "timeline": "years", "summary": "Predicts 2026 crash: S&P -40%, individual stocks -50–98%, BTC below $50K, gold to $6,500.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity mapped to GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "2026 might be the best year of your life.\n\nThe biggest wealth-transfer event since 2008 is coming, and those who position themselves for it could become incredibly wealthy.\n\n- The s&p 500 will drop 40%\n- Individual stocks will drop 50-98%\n- Bitcoin will drop below $50,000\n- Gold will reach $6500\n- Your bank will probably collapse\n\nIf you have cash on the side, you’re already winning without even realising it.\n\nI’ll share my deep analysis soon.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004797934874118059, "ret_signed_m1d": -0.004797934874118059, "alpha_spy_m1d": -0.009384379736440795, "alpha_c_m1d": -0.009384379736440795, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006440050713598433, "ret_signed_p1d": -0.006440050713598433, "alpha_spy_p1d": -0.008292350387677505, "alpha_c_p1d": -0.008292350387677505, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": -0.011109651243786045, "ret_signed_p1w": -0.011109651243786045, "alpha_spy_p1w": -0.016048906498044024, "alpha_c_p1w": -0.016048906498044024, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.023450967667575373, "ret_signed_p1m": 0.023450967667575373, "alpha_spy_p1m": 0.010558860875208298, "alpha_c_p1m": 0.010558860875208298, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.22509303652682, "ret_signed_p3m": 0.22509303652682, "alpha_spy_p3m": 0.20882477791229115, "alpha_c_p3m": 0.20882477791229115, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.06221937139191791, "ret_signed_p6m": 0.06221937139191791, "alpha_spy_p6m": -0.0474340081887521, "alpha_c_p6m": -0.0474340081887521, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.1581, -0.1618, -0.1506, -0.1409, -0.1429, -0.1398, -0.1411, -0.1394, -0.1304, -0.1287, -0.1354, -0.1389, -0.1297, -0.1147, -0.1111, -0.1191, -0.1155, -0.1104, -0.0957, -0.088, -0.0865, -0.0897, -0.0824, -0.0651, -0.0603, -0.0448, -0.0624, -0.0529, -0.0299, -0.023, -0.0061, 0.0172, -0.0019, 0.0344, -0.0321, -0.032, -0.0281, -0.0314, -0.0583, -0.0651, -0.0686, -0.0503, -0.0555, -0.0538, -0.0704, -0.0596, -0.0608, -0.055, -0.0292, -0.0253, -0.0096, -0.0177, -0.0354, -0.0464, -0.0395, -0.0379, -0.0382, -0.0397, -0.0245, -0.0248, -0.017, -0.017, -0.0048, 0.0, -0.0064, -0.0074, -0.0067, -0.0085, -0.0111, -0.006, -0.0018, 0.009, 0.0146, 0.0155, 0.0158, 0.0245, 0.0226, 0.0238, 0.0474, 0.0613, 0.0569, 0.0569, 0.0692, 0.0227, 0.0235, 0.0168, 0.0168, 0.0219, 0.0488, 0.0601, 0.05, 0.0558, 0.0634, 0.0833, 0.0818, 0.0929, 0.0862, 0.0809, 0.0809, 0.1218, 0.1382, 0.1592, 0.1751, 0.1923, 0.2216, 0.2689, 0.2724, 0.1416, 0.0959, 0.1656, 0.1648, 0.1338, 0.1686, 0.1983, 0.1864, 0.1998, 0.1582, 0.187, 0.187, 0.15, 0.1758, 0.1791, 0.2024, 0.2348, 0.2177, 0.2147, 0.2251, 0.2412, 0.2572, 0.2011, 0.2105, 0.196, 0.2149, 0.2124, 0.2261, 0.2219, 0.1979, 0.1824, 0.1813, 0.1784, 0.1411, 0.0941, 0.0606, 0.0367, 0.0369, 0.0681, 0.0279, 0.064, 0.0637, 0.104, 0.1233, 0.1018, 0.1018, 0.0972, 0.1079, 0.1149, 0.1236, 0.1216, 0.117, 0.142, 0.1301, 0.1291, 0.1441, 0.1343, 0.1022, 0.1168, 0.1059, 0.1116, 0.103, 0.0825, 0.071, 0.087, 0.0858, 0.064, 0.0732, 0.1057, 0.1076, 0.1129, 0.1152, 0.1108, 0.1046, 0.0961, 0.0707, 0.0736, 0.0558, 0.0709, 0.0699, 0.0618, 0.0618, 0.0622]}
{"unit_id": "reply:1997585433874890814", "ticker_idx": 0, "ts": "2025-12-07T08:34:15+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just hold your bitcoins until 2028, trust me on this one", "tweet_type": "prediction", "timeline": "years", "summary": "Hold BTC through 2028; forward bullish call on bitcoin.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WealthWatcherCo Just hold your bitcoins until 2028, trust me on this one.", "reply_text": null, "parent_text": "Bitcoin is down\n\nAltcoins are down\n\nMemecoins are down\n\nGold is down\n\nStocks are down\n\nHow are we supposed to make money??", "quoted_text": null, "parent_author": "WealthWatcherCo", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": -0.013817768157169508, "alpha_spy_m1d": -0.01683109855259557, "alpha_c_m1d": null, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": 0.022633530616329445, "alpha_spy_p1d": 0.023496585793946645, "alpha_c_p1d": null, "bench_spy_p1d": -0.0008630551776172002, "bench_c_p1d": null, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": -0.04656236117630608, "alpha_spy_p1w": -0.04232026360384178, "alpha_c_p1w": null, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": null, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": 0.03407790382751297, "alpha_spy_p1m": 0.019122141690619987, "alpha_c_p1m": null, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": null, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": -0.21843594169460878, "alpha_spy_p3m": -0.21798717455169048, "alpha_c_p3m": null, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2572, 0.2744, 0.2809, 0.2737, 0.2891, 0.285, 0.2923, 0.2764, 0.2439, 0.2358, 0.2503, 0.2031, 0.2104, 0.2621, 0.2583, 0.309, 0.3314, 0.3489, 0.3763, 0.3399, 0.3609, 0.3427, 0.2491, 0.2717, 0.248, 0.2222, 0.1936, 0.1746, 0.2201, 0.1968, 0.1881, 0.2144, 0.225, 0.259, 0.2462, 0.2142, 0.1949, 0.2087, 0.1755, 0.1208, 0.1462, 0.1176, 0.1405, 0.1694, 0.1363, 0.1216, 0.0999, 0.0415, 0.016, 0.0255, 0.0091, -0.0442, -0.0612, -0.0261, -0.0364, -0.0013, 0.0071, 0.0031, -0.0476, 0.0078, 0.0319, 0.0166, -0.0138, 0.0, 0.0226, 0.0152, 0.0206, -0.0041, -0.0466, -0.0308, -0.0496, -0.0571, -0.028, -0.0237, -0.0356, -0.0334, -0.0376, -0.0368, -0.0386, -0.0244, -0.0345, -0.0211, -0.0077, 0.0358, 0.0341, 0.0074, 0.0043, -0.0014, 0.0061, 0.0517, 0.0694, 0.0542, 0.0539, 0.0211, -0.0257, -0.0139, -0.013, -0.0125, -0.0262, -0.017, -0.0161, -0.0671, -0.0718, -0.1319, -0.1656, -0.1944, -0.3082, -0.2216, -0.2264, -0.241, -0.2609, -0.2694, -0.2403, -0.2405, -0.2554, -0.2672, -0.2613, -0.2497, -0.2871, -0.293, -0.2502, -0.2558, -0.2732, -0.2412, -0.2465, -0.1978, -0.2184, -0.2483, -0.2453, -0.2285, -0.2255, -0.2223, -0.217, -0.1741, -0.1844, -0.214, -0.2287, -0.222, -0.2176, -0.222, -0.2133, -0.241, -0.2681, -0.2642, -0.2472, -0.2489, -0.262, -0.2616, -0.2403, -0.2063, -0.2153, -0.2082, -0.1948, -0.1782, -0.1816, -0.1747, -0.1709, -0.1491, -0.1629, -0.1576, -0.1372, -0.1365, -0.1455, -0.1464, -0.1577, -0.164, -0.1582, -0.1375, -0.1193, -0.1072, -0.1016, -0.1173, -0.1153, -0.0983, -0.1121, -0.1254, -0.1058, -0.1277, -0.151, -0.1532, -0.1454, -0.1445, -0.1672, -0.1474, -0.1634, -0.1798, -0.1887, -0.1905, -0.1883, null]}
{"unit_id": "thread:2056487839466951085", "ticker_idx": 0, "ts": "2026-05-18T21:31:23+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CleanSpark is a Bitcoin miner sitting on cheap power and existing data center infrastructure. The exact profile of a miner that can pivot into AI compute.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long CLSK and RIOT as Bitcoin miners pivoting to AI data center plays via cheap power and existing infrastructure.", "resolved_tickers": ["CLSK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "CLSK CleanSpark\n\nHe increased this position by 648%.\n\nThat is a 7x conviction add in a single quarter.\n\nCleanSpark is a Bitcoin miner sitting on cheap power and existing data center infrastructure.\n\nThe exact profile of a miner that can pivot into AI compute.\n\n---\n\nRIOT Riot Platforms\n\nHe added 87% more shares.\n\nAnother Bitcoin miner with massive power capacity and the physical infrastructure to convert into AI and HPC hosting.\n\nHe is not betting on Bitcoin here.\n\nHe is betting these become the next AI data center plays.\n\n---\n\nThe pattern is obvious once you see it.\n\nWhile he shorts the chips, he is going long the miners that can turn cheap power and existing infrastructure into AI compute.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02455356651853724, "ret_signed_m1d": -0.02455356651853724, "alpha_spy_m1d": -0.025257497309721044, "alpha_c_m1d": -0.012183964980389983, "bench_spy_m1d": 0.0007039307911838044, "bench_c_m1d": -0.012369601538147257, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09300595528473599, "ret_signed_p1d": 0.09300595528473599, "alpha_spy_p1d": 0.09966681466697913, "alpha_c_p1d": 0.10537555682288324, "bench_spy_p1d": -0.006660859382243145, "bench_c_p1d": -0.012369601538147257, "ret_p1w": 0.18824410458600283, "ret_signed_p1w": 0.18824410458600283, "alpha_spy_p1w": 0.1787809082097218, "alpha_c_p1w": 0.18437868244154587, "bench_spy_p1w": 0.009463196376281013, "bench_c_p1w": 0.0038654221444569536, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3103, -0.2693, -0.282, -0.2693, -0.2299, -0.2225, -0.2232, -0.2597, -0.215, -0.2641, -0.2068, -0.2597, -0.3147, -0.285, -0.2835, -0.2701, -0.2894, -0.2738, -0.2545, -0.2478, -0.2649, -0.2686, -0.3006, -0.2574, -0.2872, -0.2589, -0.308, -0.3557, -0.3914, -0.3668, -0.3586, -0.346, -0.346, -0.3229, -0.3259, -0.2649, -0.2411, -0.2545, -0.1994, -0.1615, -0.1622, -0.1503, -0.1094, -0.1034, -0.1436, -0.0915, -0.09, -0.0506, -0.0885, -0.1228, -0.154, -0.0677, -0.0945, -0.0461, -0.0022, 0.0789, 0.0402, 0.0565, 0.064, 0.0022, -0.0104, 0.0402, -0.0246, 0.0, 0.093, 0.1458, 0.1726, 0.1882, 0.1882, 0.2746, 0.3423, 0.3497, 0.3609, 0.3609, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056487839466951085", "ticker_idx": 1, "ts": "2026-05-18T21:31:23+00:00", "symbol": "RIOT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Another Bitcoin miner with massive power capacity and the physical infrastructure to convert into AI and HPC hosting.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long CLSK and RIOT as Bitcoin miners pivoting to AI data center plays via cheap power and existing infrastructure.", "resolved_tickers": ["RIOT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "CLSK CleanSpark\n\nHe increased this position by 648%.\n\nThat is a 7x conviction add in a single quarter.\n\nCleanSpark is a Bitcoin miner sitting on cheap power and existing data center infrastructure.\n\nThe exact profile of a miner that can pivot into AI compute.\n\n---\n\nRIOT Riot Platforms\n\nHe added 87% more shares.\n\nAnother Bitcoin miner with massive power capacity and the physical infrastructure to convert into AI and HPC hosting.\n\nHe is not betting on Bitcoin here.\n\nHe is betting these become the next AI data center plays.\n\n---\n\nThe pattern is obvious once you see it.\n\nWhile he shorts the chips, he is going long the miners that can turn cheap power and existing infrastructure into AI compute.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01337357471359324, "ret_signed_m1d": 0.01337357471359324, "alpha_spy_m1d": 0.012669643922409435, "alpha_c_m1d": 0.025743176251740496, "bench_spy_m1d": 0.0007039307911838044, "bench_c_m1d": -0.012369601538147257, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0230802347009742, "ret_signed_p1d": -0.0230802347009742, "alpha_spy_p1d": -0.016419375318731055, "alpha_c_p1d": -0.010710633162826944, "bench_spy_p1d": -0.006660859382243145, "bench_c_p1d": -0.012369601538147257, "ret_p1w": 0.05651421262707568, "ret_signed_p1w": 0.05651421262707568, "alpha_spy_p1w": 0.047051016250794664, "alpha_c_p1w": 0.052648790482618724, "bench_spy_p1w": 0.009463196376281013, "bench_c_p1w": 0.0038654221444569536, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3318, -0.3003, -0.3236, -0.3248, -0.2882, -0.2632, -0.2627, -0.2972, -0.2912, -0.3404, -0.2869, -0.327, -0.3889, -0.3658, -0.3684, -0.3611, -0.3745, -0.3943, -0.3788, -0.3667, -0.3917, -0.39, -0.4228, -0.3801, -0.3818, -0.346, -0.3958, -0.4478, -0.4896, -0.4668, -0.4586, -0.4452, -0.4452, -0.4167, -0.3878, -0.305, -0.28, -0.2839, -0.2506, -0.2183, -0.2485, -0.2701, -0.2187, -0.2187, -0.2489, -0.2028, -0.2144, -0.1972, -0.2114, -0.2852, -0.3106, -0.2563, -0.2019, -0.1941, -0.1221, 0.0224, 0.0401, 0.0388, 0.0932, 0.0574, 0.0751, 0.0621, 0.0134, 0.0, -0.0231, 0.0211, 0.0557, 0.0565, 0.0565, 0.1251, 0.1622, 0.1967, 0.1695, 0.1695, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2060475067432161736", "ticker_idx": 0, "ts": "2026-05-29T21:35:12+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we all know what comes next", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST continues after 65% run; implies further upside ahead in lidar/physical AI play.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "This is absolutely insane.\n\n$OUST is up 65% since I made this post two weeks ago.\n\nI think we all know what comes next. https://t.co/8cFwFrhnNr", "reply_text": null, "parent_text": null, "quoted_text": "OUST – Ouster\n\nLidar sensors for the physical AI buildout. Factories, AVs, robotics, smart infrastructure all need it.\n\nJust acquired Stereolabs to move into the intelligence layer.\n\nQ1 record revenue. Management says path to profitability by 2027.\n\nTrades around 8x sales.", "parent_author": null, "ret_m1d": -0.08078170396606754, "ret_signed_m1d": -0.08078170396606754, "alpha_spy_m1d": -0.07829650286180623, "alpha_c_m1d": -0.05895153918920237, "bench_spy_m1d": -0.0024852011042613142, "bench_c_m1d": -0.02183016477686517, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.5283, -0.514, -0.5401, -0.5598, -0.5537, -0.5142, -0.4625, -0.5101, -0.5338, -0.5375, -0.5355, -0.5496, -0.5427, -0.5646, -0.5401, -0.5533, -0.5609, -0.5807, -0.6165, -0.6389, -0.6011, -0.5957, -0.5768, -0.5768, -0.5807, -0.5802, -0.56, -0.565, -0.5507, -0.5249, -0.4914, -0.4693, -0.4751, -0.4732, -0.4106, -0.4004, -0.3972, -0.4265, -0.3872, -0.4154, -0.4326, -0.4454, -0.4145, -0.4256, -0.3887, -0.3789, -0.3617, -0.4678, -0.4528, -0.418, -0.4115, -0.258, -0.243, -0.243, -0.3325, -0.3546, -0.3296, -0.238, -0.1959, -0.1959, -0.0727, -0.0395, -0.0808, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1995424856893255800", "ticker_idx": 0, "ts": "2025-12-01T09:28:53+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin $72,000…its coming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Predicts Bitcoin will reach $72,000.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Bitcoin $72,000…its coming", "reply_text": null, "parent_text": null, "quoted_text": "Corona virus....its coming", "parent_author": null, "ret_m1d": 0.053262415128171314, "ret_signed_m1d": 0.053262415128171314, "alpha_spy_m1d": 0.04867597026584858, "alpha_c_m1d": null, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": 0.05825464938016567, "alpha_spy_p1d": 0.056402349706086596, "alpha_c_p1d": null, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": null, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": 0.050029590482028485, "alpha_spy_p1w": 0.045090335227770506, "alpha_c_p1w": null, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": null, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": 0.024426832046342772, "alpha_spy_p1m": 0.011534725253975697, "alpha_c_p1m": null, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": null, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": -0.21857569095065232, "alpha_spy_p3m": -0.23484394956518118, "alpha_c_p3m": null, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": null, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": -0.12158995601566491, "alpha_spy_p6m": -0.23124333559633492, "alpha_c_p6m": null, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": null, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "orig:2023406563931615567", "ticker_idx": 0, "ts": "2026-02-16T14:38:12+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm accumulating BTC in small amounts right now. Why? Because at these levels, the asymmetry is insane. The downside is limited. The upside over 2–5 years is life-changing.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Accumulating BTC now for asymmetric upside over 2–5 years; expects one more leg down but plans to go heavy when panic peaks.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Nobody wants to hear this right now.\n\nBut they need to.\n\nThe people who get rich in the next year?\n\nThey’re not celebrating.\n\nThey’re sitting in silence.\n\nCash on the sidelines.\n\nWatching, waiting patiently.\n\nHere’s why you need to pay attention.\n\nEverything looks fine on the surface.\n\nMarkets bounced and Bitcoin jumped 15%.\n\nEveryone’s breathing easy again.\n\nThat’s how every crash in history started.\n\nValuations are still absurd.\n\nThe pressure underneath hasn’t gone away, it’s building.\n\nAnd Bitcoin? It still hasn’t seen the kind of panic selling that creates a true bottom.\n\nThere’s likely one more ugly leg down coming.\n\nNow here’s where it gets interesting.\n\nEven knowing that, I’m not sitting around doing nothing.\n\nI’m accumulating BTC in small amounts right now. \n\nWhy? Because at these levels, the asymmetry is insane.\n\nThe downside is limited.\n\nThe upside over 2–5 years is life-changing.\n\nBut I’m not going all in. Not yet.\n\nThe real play is having reserves when everyone else is cash poor.\n\nWhen panic peaks and your timeline is full of Bitcoin price targets below $10K, that’s the moment.\n\nI’ve done this for 10 years. I don’t watch charts, I watch people.\n\nI wait for the moment everyone gives up.\n\nThat’s when I go heavy.\n\nAnd when I do, I’ll post it here because I want us to win together.\n\nI’ve publicly called every top and bottom of the last 10 years, and I’ll do it again.\n\nThe opportunity of a lifetime is coming.\n\nMany people will regret not following me sooner.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00021334727807453824, "ret_signed_m1d": 0.00021334727807453824, "alpha_spy_m1d": 0.00021334727807453824, "alpha_c_m1d": null, "bench_spy_m1d": 0.0, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.019594358734823403, "ret_signed_p1d": -0.019594358734823403, "alpha_spy_p1d": -0.021207825205548425, "alpha_c_p1d": null, "bench_spy_p1d": 0.0016134664707250224, "bench_c_p1d": null, "ret_p1w": -0.06139198431579751, "ret_signed_p1w": -0.06139198431579751, "alpha_spy_p1w": -0.06233081658369066, "alpha_c_p1w": null, "bench_spy_p1w": 0.0009388322678931527, "bench_c_p1w": null, "ret_p1m": 0.07378104940532859, "ret_signed_p1m": 0.07378104940532859, "alpha_spy_p1m": 0.08985736251818865, "alpha_c_p1m": null, "bench_spy_p1m": -0.016076313112860063, "bench_c_p1m": null, "ret_p3m": 0.1773319878836903, "ret_signed_p3m": 0.1773319878836903, "alpha_spy_p3m": 0.07690916325357211, "alpha_c_p3m": null, "bench_spy_p3m": 0.1004228246301182, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3286, 0.2584, 0.236, 0.2822, 0.2687, 0.3148, 0.326, 0.3207, 0.2539, 0.3269, 0.3586, 0.3384, 0.2984, 0.3166, 0.3464, 0.3367, 0.3438, 0.3112, 0.2553, 0.276, 0.2513, 0.2414, 0.2798, 0.2854, 0.2698, 0.2726, 0.2672, 0.2681, 0.2657, 0.2845, 0.2711, 0.2889, 0.3065, 0.3637, 0.3615, 0.3263, 0.3222, 0.3148, 0.3246, 0.3846, 0.408, 0.388, 0.3876, 0.3444, 0.2828, 0.2983, 0.2995, 0.3001, 0.2821, 0.2943, 0.2955, 0.2283, 0.222, 0.143, 0.0986, 0.0607, -0.0892, 0.0249, 0.0186, -0.0007, -0.0269, -0.0381, 0.0002, 0.0, -0.0196, -0.0351, -0.0274, -0.0122, -0.0614, -0.0692, -0.0128, -0.0202, -0.043, -0.001, -0.008, 0.0562, 0.029, -0.0103, -0.0064, 0.0157, 0.0198, 0.024, 0.0309, 0.0874, 0.0738, 0.0349, 0.0155, 0.0244, 0.0301, 0.0243, 0.0358, -0.0007, -0.0364, -0.0313, -0.0089, -0.0111, -0.0284, -0.0278, 0.0002, 0.045, 0.0331, 0.0425, 0.0601, 0.0819, 0.0775, 0.0866, 0.0916, 0.1203, 0.1021, 0.1091, 0.136, 0.1369, 0.1251, 0.1238, 0.1091, 0.1007, 0.1084, 0.1356, 0.1596, 0.1755, 0.1828, 0.1622, 0.1648, 0.1872, 0.169, 0.1516, 0.1773, 0.1485, 0.1178, 0.1149, 0.1251, 0.1263, 0.0965, 0.1226, 0.1014, 0.0799, 0.0682, 0.0658, 0.0687, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1994260588910805163", "ticker_idx": 0, "ts": "2025-11-28T04:22:30+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The whole economy will collapse next year, and Bitcoin will go down with it, it's inevitable.", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish BTC: death cross confirmed, leverage/OI/volume gone, economy collapse incoming next year will drag Bitcoin down.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin is down 35% now.\n\nWhatever bullish structure we had? Yeah… it’s completely gone.\n\nWe literally just got a death cross on the daily, 50 SMA rolling under the 200.\n\nLeverage? Gone.\nOpen interest? Gone.\nVolume? Gone\n\nU.S. ETFs are carrying record leverage, which is basically the market screaming, “late-cycle disaster incoming.”\n\nEverything is stacked on derivatives right now.\n\nAnd some people still think we’re about to teleport straight back to new ATHs?\n\nCome on.\n\nWhen has feel-good storytelling ever beaten actual market conditions? NEVER.\n\nThe whole economy will collapse next year, and Bitcoin will go down with it, it’s inevitable.\n\nBut the bear market isn’t confirmed yet. We still have some time left.\n\nWhen it is confirmed, I’ll post it here for everyone to see. And that’ll be your signal to get out of the markets completely.\n\nMake sure you have notis on so you actually see it. If you don’t, trust me, you’ll regret it massively.\n\nDon’t be scared tho, dips are where real millionaires are made.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004026752443316406, "ret_signed_m1d": -0.004026752443316406, "alpha_spy_m1d": -0.009455526328147501, "alpha_c_m1d": null, "bench_spy_m1d": -0.005428773884831095, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.05056898866147219, "ret_signed_p1d": 0.05056898866147219, "alpha_spy_p1d": 0.0460034832380426, "alpha_c_p1d": null, "bench_spy_p1d": -0.004565505423429594, "bench_c_p1d": null, "ret_p1w": -0.016844700647019817, "ret_signed_p1w": 0.016844700647019817, "alpha_spy_p1w": 0.02021028895715582, "alpha_c_p1w": null, "bench_spy_p1w": 0.003365588310136003, "bench_c_p1w": null, "ret_p1m": -0.0415877204243531, "ret_signed_p1m": 0.0415877204243531, "alpha_spy_p1m": 0.05108816454368581, "alpha_c_p1m": null, "bench_spy_p1m": 0.009500444119332707, "bench_c_p1m": null, "ret_p3m": -0.25252228410748345, "ret_signed_p3m": 0.25252228410748345, "alpha_spy_p3m": 0.26980121628813936, "alpha_c_p3m": null, "bench_spy_p3m": 0.017278932180655904, "bench_c_p3m": null, "ret_p6m": -0.15001590525110442, "ret_signed_p6m": 0.15001590525110442, "alpha_spy_p6m": 0.24731859325765482, "alpha_c_p6m": null, "bench_spy_p6m": 0.0973026880065504, "bench_c_p6m": null, "price_path": [0.2231, 0.2288, 0.2178, 0.217, 0.2326, 0.2267, 0.2534, 0.2704, 0.277, 0.2698, 0.2851, 0.281, 0.2884, 0.2724, 0.2401, 0.232, 0.2465, 0.1994, 0.2067, 0.2583, 0.2545, 0.305, 0.3273, 0.3448, 0.3721, 0.3358, 0.3568, 0.3386, 0.2452, 0.2678, 0.2442, 0.2185, 0.1899, 0.171, 0.2163, 0.1931, 0.1844, 0.2106, 0.2212, 0.2552, 0.2424, 0.2105, 0.1912, 0.205, 0.1719, 0.1174, 0.1427, 0.1142, 0.137, 0.1658, 0.1328, 0.1182, 0.0965, 0.0383, 0.0129, 0.0223, 0.006, -0.0472, -0.0641, -0.0291, -0.0393, -0.0044, 0.004, 0.0, -0.0506, 0.0047, 0.0287, 0.0134, -0.0168, -0.0031, 0.0195, 0.0121, 0.0175, -0.0071, -0.0495, -0.0338, -0.0525, -0.06, -0.031, -0.0267, -0.0386, -0.0364, -0.0405, -0.0398, -0.0416, -0.0274, -0.0375, -0.0241, -0.0107, 0.0326, 0.0309, 0.0043, 0.0012, -0.0045, 0.003, 0.0484, 0.0661, 0.0509, 0.0507, 0.018, -0.0287, -0.017, -0.016, -0.0156, -0.0292, -0.02, -0.0191, -0.0699, -0.0747, -0.1345, -0.1681, -0.1969, -0.3104, -0.224, -0.2288, -0.2434, -0.2632, -0.2716, -0.2426, -0.2428, -0.2576, -0.2694, -0.2635, -0.252, -0.2893, -0.2952, -0.2525, -0.2581, -0.2754, -0.2436, -0.2489, -0.2003, -0.2208, -0.2506, -0.2477, -0.2309, -0.2278, -0.2247, -0.2194, -0.1766, -0.1869, -0.2164, -0.231, -0.2243, -0.22, -0.2244, -0.2157, -0.2434, -0.2704, -0.2665, -0.2495, -0.2512, -0.2643, -0.2638, -0.2426, -0.2087, -0.2177, -0.2106, -0.1973, -0.1808, -0.1841, -0.1772, -0.1734, -0.1517, -0.1655, -0.1602, -0.1399, -0.1391, -0.1481, -0.1491, -0.1602, -0.1666, -0.1607, -0.1401, -0.122, -0.1099, -0.1044, -0.12, -0.118, -0.1011, -0.1148, -0.128, -0.1085, -0.1304, -0.1536, -0.1558, -0.1481, -0.1472, -0.1697, -0.15]}
{"unit_id": "thread:2060054533389058211", "ticker_idx": 0, "ts": "2026-05-28T17:44:09+00:00", "symbol": "QS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "QS bets on solid-state batteries. All 5 have retraced significantly from their highs.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 disruptive-tech stocks (QS, SOUN, SERV, RR, BBAI) flagged as asymmetric long setups after significant retracements from highs.", "resolved_tickers": ["QS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Parts'", "bench_c_industry": "Auto Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 stocks at the intersection of AI, robotics, autonomy, and next-gen energy.\n\nAll 5 have retraced significantly from their highs.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nQS QuantumScape.\n\nLeader in solid-state lithium-metal battery tech for EVs.\n\nBetter energy density. Faster charging. Enhanced safety.\n\nIn pilot production with customer billings starting to flow.\n\n---\n\nSOUN SoundHound AI.\n\nPioneer in voice and conversational AI.\n\nRecord Q1 revenue growth. Launching self-improving agentic AI platforms.\n\nPowers interactions in restaurants, cars, and customer service.\n\nThe voice layer of the AI future.\n\n---\n\nSERV Serve Robotics.\n\nAutonomous sidewalk delivery robots in real-world use today.\n\nExplosive revenue growth. Partnerships with major delivery apps. Expanding into healthcare.\n\nPhysical AI shipping right now.\n\n---\n\nRR Richtech Robotics.\n\nAI service robots transforming hospitality and restaurants.\n\nFrom beverage service to specialized tasks, with voice integration.\n\nAddressing real labor shortages with deployed solutions.\n\n---\n\nBBAI BigBearai\n\nAI decision intelligence for defense, national security, and supply chains.\n\nGrowing backlog with major government contracts and international deployments.\n\nCritical AI for high-stakes decisions.\n\n---\n\nAll 5 ran hard, then retraced hard.\n\nQS bets on solid-state batteries.\nSOUN bets on voice AI.\nSERV bets on robots actually shipping.\nRR bets on service automation.\nBBAI bets on AI in defense.\n\n5 disruptive tech setups, currently sitting well off their highs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0021906306147835286, "ret_signed_m1d": -0.0021906306147835286, "alpha_spy_m1d": 0.003295658475097052, "alpha_c_m1d": 0.001987597445487599, "bench_spy_m1d": -0.0054862890898805805, "bench_c_m1d": -0.0041782280602711275, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016429416245826056, "ret_signed_p1d": -0.016429416245826056, "alpha_spy_p1d": -0.018920808962016755, "alpha_c_p1d": -0.0066801549332451415, "bench_spy_p1d": 0.002491392716190699, "bench_c_p1d": -0.009749261312580915, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2453, -0.2837, -0.2333, -0.2421, -0.2673, -0.2552, -0.253, -0.2333, -0.2442, -0.2629, -0.2453, -0.2377, -0.2497, -0.2453, -0.2782, -0.2278, -0.2541, -0.2464, -0.2881, -0.3143, -0.3472, -0.3012, -0.3198, -0.3034, -0.3034, -0.3056, -0.3198, -0.31, -0.3231, -0.3034, -0.2946, -0.2486, -0.2147, -0.2289, -0.2223, -0.2136, -0.2355, -0.1993, -0.1884, -0.2092, -0.2267, -0.2366, -0.2508, -0.2015, -0.2048, -0.2125, -0.2048, -0.1292, -0.195, -0.1742, -0.1205, -0.0778, -0.0515, -0.0581, -0.1227, -0.1709, -0.2004, -0.1599, -0.0821, -0.1019, -0.1019, -0.046, -0.0022, 0.0, -0.0164, -0.0164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060054533389058211", "ticker_idx": 1, "ts": "2026-05-28T17:44:09+00:00", "symbol": "SOUN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SOUN bets on voice AI. Record Q1 revenue growth. Launching self-improving agentic AI platforms.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 disruptive-tech stocks (QS, SOUN, SERV, RR, BBAI) flagged as asymmetric long setups after significant retracements from highs.", "resolved_tickers": ["SOUN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 stocks at the intersection of AI, robotics, autonomy, and next-gen energy.\n\nAll 5 have retraced significantly from their highs.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nQS QuantumScape.\n\nLeader in solid-state lithium-metal battery tech for EVs.\n\nBetter energy density. Faster charging. Enhanced safety.\n\nIn pilot production with customer billings starting to flow.\n\n---\n\nSOUN SoundHound AI.\n\nPioneer in voice and conversational AI.\n\nRecord Q1 revenue growth. Launching self-improving agentic AI platforms.\n\nPowers interactions in restaurants, cars, and customer service.\n\nThe voice layer of the AI future.\n\n---\n\nSERV Serve Robotics.\n\nAutonomous sidewalk delivery robots in real-world use today.\n\nExplosive revenue growth. Partnerships with major delivery apps. Expanding into healthcare.\n\nPhysical AI shipping right now.\n\n---\n\nRR Richtech Robotics.\n\nAI service robots transforming hospitality and restaurants.\n\nFrom beverage service to specialized tasks, with voice integration.\n\nAddressing real labor shortages with deployed solutions.\n\n---\n\nBBAI BigBearai\n\nAI decision intelligence for defense, national security, and supply chains.\n\nGrowing backlog with major government contracts and international deployments.\n\nCritical AI for high-stakes decisions.\n\n---\n\nAll 5 ran hard, then retraced hard.\n\nQS bets on solid-state batteries.\nSOUN bets on voice AI.\nSERV bets on robots actually shipping.\nRR bets on service automation.\nBBAI bets on AI in defense.\n\n5 disruptive tech setups, currently sitting well off their highs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05607482153980292, "ret_signed_m1d": -0.05607482153980292, "alpha_spy_m1d": -0.05058853244992234, "alpha_c_m1d": -0.05058853244992234, "bench_spy_m1d": -0.0054862890898805805, "bench_c_m1d": -0.0054862890898805805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051401817618486056, "ret_signed_p1d": 0.051401817618486056, "alpha_spy_p1d": 0.04891042490229536, "alpha_c_p1d": 0.04891042490229536, "bench_spy_p1d": 0.002491392716190699, "bench_c_p1d": 0.002491392716190699, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.007, -0.0058, -0.0467, -0.0339, -0.0572, -0.0397, -0.0771, -0.09, -0.1273, -0.1472, -0.1192, -0.0864, -0.1367, -0.1968, -0.2348, -0.1951, -0.257, -0.243, -0.2921, -0.3107, -0.2956, -0.1974, -0.2196, -0.2079, -0.2079, -0.2173, -0.2173, -0.2068, -0.2348, -0.2488, -0.2009, -0.1857, -0.0829, -0.1005, -0.0561, -0.028, -0.0829, -0.0397, -0.0864, -0.0432, -0.0467, -0.0584, -0.0993, -0.0701, 0.1168, 0.1063, 0.0678, 0.0946, 0.125, 0.0374, -0.0129, -0.0584, -0.0164, -0.0047, -0.0175, -0.0245, -0.0129, -0.0129, -0.028, -0.0456, -0.0456, -0.0502, -0.0561, 0.0, 0.0514, 0.0514, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060054533389058211", "ticker_idx": 2, "ts": "2026-05-28T17:44:09+00:00", "symbol": "SERV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SERV bets on robots actually shipping. Explosive revenue growth.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 disruptive-tech stocks (QS, SOUN, SERV, RR, BBAI) flagged as asymmetric long setups after significant retracements from highs.", "resolved_tickers": ["SERV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 stocks at the intersection of AI, robotics, autonomy, and next-gen energy.\n\nAll 5 have retraced significantly from their highs.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nQS QuantumScape.\n\nLeader in solid-state lithium-metal battery tech for EVs.\n\nBetter energy density. Faster charging. Enhanced safety.\n\nIn pilot production with customer billings starting to flow.\n\n---\n\nSOUN SoundHound AI.\n\nPioneer in voice and conversational AI.\n\nRecord Q1 revenue growth. Launching self-improving agentic AI platforms.\n\nPowers interactions in restaurants, cars, and customer service.\n\nThe voice layer of the AI future.\n\n---\n\nSERV Serve Robotics.\n\nAutonomous sidewalk delivery robots in real-world use today.\n\nExplosive revenue growth. Partnerships with major delivery apps. Expanding into healthcare.\n\nPhysical AI shipping right now.\n\n---\n\nRR Richtech Robotics.\n\nAI service robots transforming hospitality and restaurants.\n\nFrom beverage service to specialized tasks, with voice integration.\n\nAddressing real labor shortages with deployed solutions.\n\n---\n\nBBAI BigBearai\n\nAI decision intelligence for defense, national security, and supply chains.\n\nGrowing backlog with major government contracts and international deployments.\n\nCritical AI for high-stakes decisions.\n\n---\n\nAll 5 ran hard, then retraced hard.\n\nQS bets on solid-state batteries.\nSOUN bets on voice AI.\nSERV bets on robots actually shipping.\nRR bets on service automation.\nBBAI bets on AI in defense.\n\n5 disruptive tech setups, currently sitting well off their highs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06849311213984222, "ret_signed_m1d": -0.06849311213984222, "alpha_spy_m1d": -0.06300682304996164, "alpha_c_m1d": -0.07136998205480483, "bench_spy_m1d": -0.0054862890898805805, "bench_c_m1d": 0.00287686991496261, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01475230695732066, "ret_signed_p1d": -0.01475230695732066, "alpha_spy_p1d": -0.01724369967351136, "alpha_c_p1d": -0.010897311806683185, "bench_spy_p1d": 0.002491392716190699, "bench_c_p1d": -0.0038549951506374747, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0537, 0.0158, 0.0369, 0.02, -0.0053, 0.0, 0.019, 0.1222, 0.0121, -0.039, 0.0379, 0.0137, -0.0063, -0.0379, -0.0664, -0.0063, -0.0285, -0.0179, -0.0432, -0.1233, -0.1855, -0.1106, -0.1138, -0.1096, -0.1096, -0.1201, -0.1538, -0.118, -0.1486, -0.1296, -0.1054, -0.0569, 0.0074, -0.0042, 0.0084, 0.0527, 0.0263, 0.0348, -0.0179, -0.0285, 0.0421, -0.0063, -0.0527, -0.0063, -0.0095, -0.0148, -0.0369, 0.0095, -0.0421, -0.0759, -0.0674, -0.0769, -0.0906, -0.079, -0.1317, -0.1328, -0.1465, -0.117, -0.0717, -0.0832, -0.0832, -0.0548, -0.0685, 0.0, -0.0148, -0.0148, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060054533389058211", "ticker_idx": 3, "ts": "2026-05-28T17:44:09+00:00", "symbol": "RR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RR bets on service automation.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 disruptive-tech stocks (QS, SOUN, SERV, RR, BBAI) flagged as asymmetric long setups after significant retracements from highs.", "resolved_tickers": ["RR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 stocks at the intersection of AI, robotics, autonomy, and next-gen energy.\n\nAll 5 have retraced significantly from their highs.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nQS QuantumScape.\n\nLeader in solid-state lithium-metal battery tech for EVs.\n\nBetter energy density. Faster charging. Enhanced safety.\n\nIn pilot production with customer billings starting to flow.\n\n---\n\nSOUN SoundHound AI.\n\nPioneer in voice and conversational AI.\n\nRecord Q1 revenue growth. Launching self-improving agentic AI platforms.\n\nPowers interactions in restaurants, cars, and customer service.\n\nThe voice layer of the AI future.\n\n---\n\nSERV Serve Robotics.\n\nAutonomous sidewalk delivery robots in real-world use today.\n\nExplosive revenue growth. Partnerships with major delivery apps. Expanding into healthcare.\n\nPhysical AI shipping right now.\n\n---\n\nRR Richtech Robotics.\n\nAI service robots transforming hospitality and restaurants.\n\nFrom beverage service to specialized tasks, with voice integration.\n\nAddressing real labor shortages with deployed solutions.\n\n---\n\nBBAI BigBearai\n\nAI decision intelligence for defense, national security, and supply chains.\n\nGrowing backlog with major government contracts and international deployments.\n\nCritical AI for high-stakes decisions.\n\n---\n\nAll 5 ran hard, then retraced hard.\n\nQS bets on solid-state batteries.\nSOUN bets on voice AI.\nSERV bets on robots actually shipping.\nRR bets on service automation.\nBBAI bets on AI in defense.\n\n5 disruptive tech setups, currently sitting well off their highs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0030769201425404624, "ret_signed_m1d": 0.0030769201425404624, "alpha_spy_m1d": 0.008563209232421043, "alpha_c_m1d": 0.00020005022757785262, "bench_spy_m1d": -0.0054862890898805805, "bench_c_m1d": 0.00287686991496261, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07076923663799584, "ret_signed_p1d": -0.07076923663799584, "alpha_spy_p1d": -0.07326062935418653, "alpha_c_p1d": -0.06691424148735836, "bench_spy_p1d": 0.002491392716190699, "bench_c_p1d": -0.0038549951506374747, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2031, -0.2585, -0.2215, -0.2554, -0.2738, -0.2554, -0.24, -0.2523, -0.28, -0.2892, -0.2892, -0.2769, -0.2862, -0.3108, -0.3354, -0.3415, -0.3446, -0.3292, -0.3538, -0.3846, -0.4215, -0.3569, -0.3785, -0.3662, -0.3662, -0.3785, -0.4092, -0.3569, -0.3877, -0.3815, -0.36, -0.3138, -0.2585, -0.2646, -0.2585, -0.2092, -0.2215, -0.1477, -0.2123, -0.2431, -0.2246, -0.2585, -0.2708, -0.2431, -0.2215, -0.2462, -0.2585, -0.1538, -0.1754, -0.1877, -0.1538, -0.2092, -0.1323, -0.1292, -0.1754, -0.2215, -0.2692, -0.2431, -0.1754, -0.1754, -0.1754, -0.0246, 0.0031, 0.0, -0.0708, -0.0708, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2060054533389058211", "ticker_idx": 4, "ts": "2026-05-28T17:44:09+00:00", "symbol": "BBAI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BBAI bets on AI in defense. Growing backlog with major government contracts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 disruptive-tech stocks (QS, SOUN, SERV, RR, BBAI) flagged as asymmetric long setups after significant retracements from highs.", "resolved_tickers": ["BBAI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 stocks at the intersection of AI, robotics, autonomy, and next-gen energy.\n\nAll 5 have retraced significantly from their highs.\n\nHere they are:\n\n---\n\n🚨 IMPORTANT:\n\nIf you’re a serious investor, you need to follow @InTheAssembly right now.\n\nWe spend hours digging for asymmetric setups so you don’t have to.\n\nIf you don’t follow them, you’ll regret it.\n\n---\n\nQS QuantumScape.\n\nLeader in solid-state lithium-metal battery tech for EVs.\n\nBetter energy density. Faster charging. Enhanced safety.\n\nIn pilot production with customer billings starting to flow.\n\n---\n\nSOUN SoundHound AI.\n\nPioneer in voice and conversational AI.\n\nRecord Q1 revenue growth. Launching self-improving agentic AI platforms.\n\nPowers interactions in restaurants, cars, and customer service.\n\nThe voice layer of the AI future.\n\n---\n\nSERV Serve Robotics.\n\nAutonomous sidewalk delivery robots in real-world use today.\n\nExplosive revenue growth. Partnerships with major delivery apps. Expanding into healthcare.\n\nPhysical AI shipping right now.\n\n---\n\nRR Richtech Robotics.\n\nAI service robots transforming hospitality and restaurants.\n\nFrom beverage service to specialized tasks, with voice integration.\n\nAddressing real labor shortages with deployed solutions.\n\n---\n\nBBAI BigBearai\n\nAI decision intelligence for defense, national security, and supply chains.\n\nGrowing backlog with major government contracts and international deployments.\n\nCritical AI for high-stakes decisions.\n\n---\n\nAll 5 ran hard, then retraced hard.\n\nQS bets on solid-state batteries.\nSOUN bets on voice AI.\nSERV bets on robots actually shipping.\nRR bets on service automation.\nBBAI bets on AI in defense.\n\n5 disruptive tech setups, currently sitting well off their highs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11538464879737131, "ret_signed_m1d": -0.11538464879737131, "alpha_spy_m1d": -0.10989835970749073, "alpha_c_m1d": -0.10243301192991694, "bench_spy_m1d": -0.0054862890898805805, "bench_c_m1d": -0.012951636867454375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02024289544013369, "ret_signed_p1d": 0.02024289544013369, "alpha_spy_p1d": 0.01775150272394299, "alpha_c_p1d": -0.002074460903088049, "bench_spy_p1d": 0.002491392716190699, "bench_c_p1d": 0.02231735634322174, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.17, -0.2308, -0.2247, -0.1822, -0.1397, -0.1498, -0.1761, -0.1619, -0.1842, -0.2024, -0.2004, -0.1984, -0.2308, -0.2449, -0.2753, -0.2551, -0.2834, -0.2794, -0.3279, -0.3644, -0.3846, -0.2874, -0.3077, -0.2753, -0.2753, -0.2895, -0.3016, -0.2935, -0.334, -0.3279, -0.3219, -0.2874, -0.2328, -0.2409, -0.2206, -0.2227, -0.2328, -0.1923, -0.2449, -0.251, -0.2449, -0.166, -0.2267, -0.1943, -0.1619, -0.1559, -0.1619, -0.1154, -0.1559, -0.1538, -0.1255, -0.1518, -0.1478, -0.1134, -0.1741, -0.2065, -0.2227, -0.1741, -0.1498, -0.1538, -0.1538, -0.1538, -0.1154, 0.0, 0.0202, 0.0202, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}