{"unit_id": "orig:1990816296619880906", "ticker_idx": 0, "ts": "2025-11-18T16:16:07+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": "Got a great feeling for Bitcoin $BTC finding its bottom right now. Technical support levels being bounced off.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sees BTC bottoming on technical support; suggests loading up on BTC proxies MSTR, MTPLF, and ALCPB.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Got a great feeling for Bitcoin $BTC finding its bottom right now. Technical support levels being bounced off. Maybe time to load up on some $MSTR $MTPLF $ALCPB?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009198605147184402, "ret_signed_m1d": -0.009198605147184402, "alpha_spy_m1d": -0.017667181362039486, "alpha_c_m1d": -0.017667181362039486, "bench_spy_m1d": 0.008468576214855084, "bench_c_m1d": 0.008468576214855084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015953746750565823, "ret_signed_p1d": -0.015953746750565823, "alpha_spy_p1d": -0.019816923393842445, "alpha_c_p1d": -0.019816923393842445, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": -0.06032331617784503, "ret_signed_p1w": -0.06032331617784503, "alpha_spy_p1w": -0.08295687341804736, "alpha_c_p1w": -0.08295687341804736, "bench_spy_p1w": 0.02263355724020233, "bench_c_p1w": 0.02263355724020233, "ret_p1m": -0.0732135508633106, "ret_signed_p1m": -0.0732135508633106, "alpha_spy_p1m": -0.0903629934083009, "alpha_c_p1m": -0.0903629934083009, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.01714944254499029, "ret_p3m": -0.2591858293067022, "ret_signed_p3m": -0.2591858293067022, "alpha_spy_p3m": -0.29506705424584, "alpha_c_p3m": -0.29506705424584, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.03588122493913781, "ret_p6m": -0.14708900793581414, "ret_signed_p6m": -0.14708900793581414, "alpha_spy_p6m": -0.27806809330385074, "alpha_c_p6m": -0.27806809330385074, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.1309790853680366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0732135508633106, "alpha_spy_stated": -0.0903629934083009, "alpha_c_stated": -0.0903629934083009, "price_path": [0.2095, 0.2574, 0.1848, 0.2028, 0.1966, 0.2108, 0.1663, 0.1754, 0.1964, 0.202, 0.1912, 0.1904, 0.2057, 0.1999, 0.226, 0.2427, 0.2491, 0.242, 0.2571, 0.253, 0.2602, 0.2447, 0.213, 0.2051, 0.2193, 0.1732, 0.1804, 0.2308, 0.2271, 0.2765, 0.2984, 0.3154, 0.3422, 0.3066, 0.3271, 0.3094, 0.218, 0.2402, 0.217, 0.1919, 0.1639, 0.1454, 0.1898, 0.1671, 0.1586, 0.1842, 0.1946, 0.2278, 0.2153, 0.184, 0.1652, 0.1787, 0.1463, 0.093, 0.1177, 0.0899, 0.1121, 0.1404, 0.1081, 0.0938, 0.0726, 0.0156, -0.0092, 0.0, -0.016, -0.068, -0.0845, -0.0503, -0.0603, -0.0261, -0.0179, -0.0218, -0.0713, -0.0172, 0.0062, -0.0087, -0.0383, -0.0248, -0.0028, -0.01, -0.0047, -0.0288, -0.0702, -0.0549, -0.0732, -0.0805, -0.0521, -0.048, -0.0595, -0.0574, -0.0615, -0.0608, -0.0625, -0.0486, -0.0585, -0.0454, -0.0323, 0.01, 0.0084, -0.0177, -0.0207, -0.0262, -0.0189, 0.0255, 0.0428, 0.028, 0.0277, -0.0043, -0.0499, -0.0384, -0.0375, -0.0371, -0.0504, -0.0414, -0.0405, -0.0902, -0.0949, -0.1534, -0.1863, -0.2144, -0.3254, -0.2409, -0.2456, -0.2599, -0.2793, -0.2875, -0.2592, -0.2593, -0.2739, -0.2854, -0.2796, -0.2684, -0.3048, -0.3106, -0.2688, -0.2743, -0.2912, -0.2601, -0.2653, -0.2177, -0.2378, -0.2669, -0.2641, -0.2477, -0.2447, -0.2416, -0.2365, -0.1946, -0.2047, -0.2335, -0.2478, -0.2413, -0.2371, -0.2413, -0.2328, -0.2599, -0.2863, -0.2825, -0.2659, -0.2676, -0.2804, -0.2799, -0.2592, -0.226, -0.2348, -0.2279, -0.2148, -0.1986, -0.2019, -0.1952, -0.1915, -0.1702, -0.1837, -0.1786, -0.1586, -0.1579, -0.1667, -0.1676, -0.1786, -0.1848, -0.1791, -0.1589, -0.1412, -0.1293, -0.124, -0.1392, -0.1373, -0.1207, -0.1342, -0.1471]}
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{"unit_id": "orig:2069681402375750117", "ticker_idx": 0, "ts": "2026-06-24T07:17:53+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hoping to see a better day today for $OUST after hitting $50 earlier this week", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects a better day for OUST after it hit $50 earlier in the week.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Morning guys, hope we’re all doing well.\n\nBig day ahead, just about surviving the rare British Heat!\n\nHoping to see a better day today for $OUST after hitting $50 earlier this week… https://t.co/9INxgApUaW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10930977310281365, "ret_signed_m1d": 0.10930977310281365, "alpha_spy_m1d": 0.10884604109147022, "alpha_c_m1d": 0.10308196993076946, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": 0.006227803172044188, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027266043608803026, "ret_signed_p1d": 0.027266043608803026, "alpha_spy_p1d": 0.025820408383349758, "alpha_c_p1d": 0.018962278259882837, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": 0.008303765348920189, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.027266043608803026, "alpha_spy_stated": 0.025820408383349758, "alpha_c_stated": 0.018962278259882837, "price_path": [-0.5662, -0.5915, -0.5488, -0.5426, -0.5212, -0.5212, -0.5257, -0.5252, -0.5023, -0.508, -0.4918, -0.4625, -0.4247, -0.3997, -0.4063, -0.4041, -0.3333, -0.3218, -0.3181, -0.3513, -0.3068, -0.3387, -0.3581, -0.3726, -0.3378, -0.3503, -0.3085, -0.2975, -0.2779, -0.3979, -0.381, -0.3417, -0.3343, -0.1606, -0.1437, -0.1437, -0.2449, -0.27, -0.2417, -0.138, -0.0904, -0.0904, 0.0489, 0.0865, 0.0398, 0.1312, 0.1037, 0.1307, 0.0798, 0.1567, -0.0253, 0.0042, -0.0538, -0.057, -0.027, -0.0224, 0.1098, 0.0496, 0.0002, 0.1439, 0.1439, 0.1712, 0.1093, 0.0, 0.0273, 0.0322, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1991552933851460041", "ticker_idx": 0, "ts": "2025-11-20T17:03:15+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 is the only asset you need", "tweet_type": "prediction", "timeline": "years", "summary": "BTC is the only asset needed on a 30-year timeline; decisive long conviction.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes $BTC is the only asset you need", "reply_text": null, "parent_text": "You have a 30 year timeline\n\nWhich one are you buying more of\n\n$VOO\n\n$GLD\n\n$BTC\n\n$QQQ", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": 0.055800390354916685, "ret_signed_m1d": 0.055800390354916685, "alpha_spy_m1d": 0.040322241576141726, "alpha_c_m1d": 0.040322241576141726, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.015478148778774958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017790340109098413, "ret_signed_p1d": -0.017790340109098413, "alpha_spy_p1d": -0.027751478278063457, "alpha_c_p1d": -0.027751478278063457, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.009961138168965045, "ret_p1w": 0.05371550948819648, "ret_signed_p1w": 0.05371550948819648, "alpha_spy_p1w": 0.012108282391033676, "alpha_c_p1w": 0.012108282391033676, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.0416072270971628, "ret_p1m": 0.016985479962228878, "ret_signed_p1m": 0.016985479962228878, "alpha_spy_p1m": -0.029098317711795385, "alpha_c_p1m": -0.029098317711795385, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.04608379767402426, "ret_p3m": -0.22090800308741643, "ret_signed_p3m": -0.22090800308741643, "alpha_spy_p3m": -0.2704653728112527, "alpha_c_p3m": -0.2704653728112527, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.049557369723836286, "ret_p6m": -0.08733756141173099, "ret_signed_p6m": -0.08733756141173099, "alpha_spy_p6m": -0.22656299945377223, "alpha_c_p6m": -0.22656299945377223, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.13922543804204124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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": "quote:2043705770609439076", "ticker_idx": 0, "ts": "2026-04-13T15:00:00+00:00", "symbol": "KTOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KTOS landing $447M from Space Force", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on drone economy names KTOS and RCAT as autonomous systems move from thesis to real-world deployment.", "resolved_tickers": ["KTOS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I mapped the drone economy before: \n\n — The $33B DoD drone budget \n— $KTOS landing $447M from Space Force \n— $RCAT drones being deployed in the Iran campaign \n— The US Navy using autonomous underwater drones to clear the Strait of Hormuz \n— The UK building a drone mothership to hunt Iranian mines  \n\nToday the blockade starts.  \n\nAutonomous systems aren't a thesis anymore. They're clearing minefields in real time.  The map always works.  \n\nFollow for sector maps nobody else is building ☕", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.043643869213822795, "ret_signed_m1d": -0.043643869213822795, "alpha_spy_m1d": -0.033965998448850065, "alpha_c_m1d": -0.03663879936503267, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0014955894736559117, "ret_signed_p1d": 0.0014955894736559117, "alpha_spy_p1d": -0.010689287736184827, "alpha_c_p1d": -0.0020939520260452316, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": -0.050577852703627024, "ret_signed_p1w": -0.050577852703627024, "alpha_spy_p1w": -0.08354674001248774, "alpha_c_p1w": -0.05735143635613216, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": -0.22053025897618195, "ret_signed_p1m": -0.22053025897618195, "alpha_spy_p1m": -0.29643755155638285, "alpha_c_p1m": -0.2299091692907782, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22053025897618195, "alpha_spy_stated": -0.29643755155638285, "alpha_c_stated": -0.2299091692907782, "price_path": [0.6519, 0.6935, 0.7773, 0.7773, 0.7496, 0.6396, 0.5479, 0.5009, 0.5135, 0.6052, 0.5319, 0.4706, 0.4005, 0.3074, 0.4054, 0.2417, 0.1591, 0.2836, 0.3434, 0.271, 0.1935, 0.1835, 0.2109, 0.2109, 0.2504, 0.3217, 0.4367, 0.3063, 0.2823, 0.2329, 0.1996, 0.2528, 0.1717, 0.2334, 0.2094, 0.2118, 0.163, 0.1829, 0.2572, 0.2095, 0.209, 0.2163, 0.1901, 0.2173, 0.2959, 0.265, 0.2615, 0.1505, 0.1379, 0.0536, 0.0874, 0.0314, -0.0219, -0.1124, -0.0413, -0.0795, -0.0848, -0.0848, 0.0073, -0.0216, 0.0124, -0.071, -0.0436, 0.0, 0.0015, 0.0151, 0.0117, -0.0348, -0.0506, -0.068, -0.0672, -0.1092, -0.1671, -0.1413, -0.1617, -0.1902, -0.1428, -0.1564, -0.158, -0.1936, -0.1636, -0.225, -0.2129, -0.2252, -0.2205, -0.2863, -0.2542, -0.2918, -0.2628, -0.273, -0.2411, -0.2567, -0.2362, -0.2362, -0.2277, -0.2209, -0.1137, -0.1281, -0.1368, -0.1398, -0.2056, -0.138, -0.2044, -0.2151, -0.236, -0.2547, -0.2008, -0.2148, -0.2247, -0.234, -0.2364, -0.263, -0.263, -0.3054, -0.3093, -0.3481, -0.3702, -0.3581, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043705770609439076", "ticker_idx": 1, "ts": "2026-04-13T15:00:00+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RCAT drones being deployed in the Iran campaign", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on drone economy names KTOS and RCAT as autonomous systems move from thesis to real-world deployment.", "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": "quote", "lang": "en", "tweet_text": "I mapped the drone economy before: \n\n — The $33B DoD drone budget \n— $KTOS landing $447M from Space Force \n— $RCAT drones being deployed in the Iran campaign \n— The US Navy using autonomous underwater drones to clear the Strait of Hormuz \n— The UK building a drone mothership to hunt Iranian mines  \n\nToday the blockade starts.  \n\nAutonomous systems aren't a thesis anymore. They're clearing minefields in real time.  The map always works.  \n\nFollow for sector maps nobody else is building ☕", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.04108525183286593, "ret_signed_m1d": -0.04108525183286593, "alpha_spy_m1d": -0.0314073810678932, "alpha_c_m1d": -0.03408018198407581, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02015498317023534, "ret_signed_p1d": -0.02015498317023534, "alpha_spy_p1d": -0.03233986038007608, "alpha_c_p1d": -0.023744524669936484, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": -0.02364336128067379, "ret_signed_p1w": -0.02364336128067379, "alpha_spy_p1w": -0.05661224858953451, "alpha_c_p1w": -0.030416944933178924, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": -0.14496123572538022, "ret_signed_p1m": -0.14496123572538022, "alpha_spy_p1m": -0.22086852830558112, "alpha_c_p1m": -0.15434014603997648, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14496123572538022, "alpha_spy_stated": -0.22086852830558112, "alpha_c_stated": -0.15434014603997648, "price_path": [0.0589, 0.0876, 0.0597, 0.0597, 0.1171, 0.2101, 0.3457, 0.245, 0.1047, 0.2147, 0.2698, 0.1574, 0.0465, 0.0566, 0.1047, -0.0209, -0.1233, -0.0209, 0.0628, -0.0217, -0.0694, -0.1279, -0.1186, -0.1186, -0.1163, -0.0636, -0.0054, -0.0333, -0.0089, -0.0016, -0.0372, 0.007, -0.0969, 0.0597, 0.1395, 0.1419, 0.169, 0.1907, 0.0926, 0.1372, 0.2527, 0.2527, 0.2295, 0.2047, 0.3155, 0.3178, 0.1733, 0.0271, 0.1744, 0.2465, 0.2302, 0.0853, -0.0171, -0.1016, 0.0147, -0.0581, 0.0031, 0.0031, 0.0124, -0.0636, 0.0109, -0.0752, -0.0411, 0.0, -0.0202, 0.0101, 0.0628, -0.014, -0.0236, -0.0256, 0.0504, -0.0279, -0.0853, -0.0938, -0.1209, -0.1419, -0.0915, -0.1295, -0.1473, -0.1915, -0.1767, -0.1969, -0.1961, -0.1279, -0.145, -0.2713, -0.245, -0.2643, -0.3078, -0.3372, -0.307, -0.3, -0.2705, -0.2705, -0.2426, -0.1729, 0.0969, 0.124, 0.1504, 0.1589, 0.069, 0.1426, -0.0171, -0.0341, -0.1089, -0.1554, -0.069, -0.1333, -0.0721, -0.155, -0.1318, -0.1132, -0.1132, -0.176, -0.2109, -0.276, -0.3093, -0.2806, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2022363892840579174", "ticker_idx": 0, "ts": "2026-02-13T17:35:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still hold $TE ... I'm holding with moderate conviction and watching closely", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holding TE with moderate conviction into Feb 26 earnings; bullish on fundamentals, analyst Buy ratings, and institutional buying despite noted risks.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I've laid out the bear case. \n\nNow here's why I still hold $TE:\n\nThe fundamentals haven't changed:\n\n• G1_Dallas is producing modules and generating revenue NOW\n• G2_Austin Phase 1 (2.1 GW) construction is underway\n• $160M in 45X tax credits already monetised and SOLD\n• 900 MW supply deal with Treaty Oak signed\n• 2.0 GW fixed-margin offtake contract for 2026 deliveries\n• Analyst targets: BTIG $7, Roth $15 (top pick), Alliance $8.50 - all Buy\n\nThe institutional data shows Vanguard, UBS, Goldman, and 45 new institutions buying this quarter. \n\nThat's not nothing.\n\nBut I won't pretend the risks don't exist. The Culper allegations, the RWE lawsuit, and the insider selling pattern deserve scrutiny - not dismissal.\n\nFeb 26 earnings. That's the day this gets resolved one way or another.\n\nUntil then, I'm holding with moderate conviction and watching closely.\n$TE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014705907560596199, "ret_signed_m1d": 0.014705907560596199, "alpha_spy_m1d": 0.015409910694139217, "alpha_c_m1d": 0.022858896608273005, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.008152989047676806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.014705907560596199, "ret_signed_p1w": 0.014705907560596199, "alpha_spy_p1w": 0.0034406873854613274, "alpha_c_p1w": -0.0028631836338444128, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.01756909119444061, "ret_p1m": 0.2614378978025753, "ret_signed_p1m": 0.2614378978025753, "alpha_spy_p1m": 0.2800956908976564, "alpha_c_p1m": 0.308001608392381, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.046563710589805685, "ret_p3m": -0.08333329437604842, "ret_signed_p3m": -0.08333329437604842, "alpha_spy_p3m": -0.17513712104979284, "alpha_c_p3m": -0.08297643101825314, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": -0.00035686335779527845, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2614378978025753, "alpha_spy_stated": 0.2800956908976564, "alpha_c_stated": 0.308001608392381, "price_path": [-0.5, -0.5278, -0.5556, -0.5556, -0.4869, -0.4624, -0.3725, -0.3725, -0.3268, -0.2696, -0.2255, -0.2614, -0.165, -0.0474, -0.0163, 0.0997, 0.0049, -0.0408, -0.1258, -0.1732, -0.1111, -0.1144, -0.0163, 0.0507, 0.1928, 0.1618, 0.152, 0.152, 0.1111, 0.049, 0.0621, 0.0915, 0.0915, 0.281, 0.3399, 0.25, 0.1895, 0.1127, 0.134, 0.1781, 0.2843, 0.2843, 0.2108, 0.335, 0.335, 0.3529, 0.2778, 0.3676, 0.3889, 0.3301, 0.4902, 0.5507, 0.451, 0.3611, 0.415, 0.4853, 0.2631, 0.1879, 0.3513, 0.2484, 0.2271, 0.1193, 0.0147, 0.0, 0.0, 0.0523, 0.0556, 0.031, 0.0147, 0.0278, 0.1585, 0.1797, 0.1912, 0.0065, 0.1176, 0.0637, 0.1601, 0.1127, 0.098, 0.1699, 0.3039, 0.3301, 0.2647, 0.2451, 0.2614, 0.2729, 0.1977, 0.2598, 0.0784, 0.1176, 0.0801, 0.0915, 0.0261, -0.0588, -0.0817, -0.2827, -0.268, -0.3154, -0.3154, -0.3382, -0.3578, -0.3186, -0.317, -0.2337, -0.165, -0.2059, -0.1275, -0.1846, -0.1781, -0.1863, -0.1683, -0.1193, -0.1193, -0.1356, -0.1324, -0.1993, -0.201, -0.2157, -0.1585, -0.1667, -0.1275, -0.1389, -0.1585, 0.0065, -0.0131, -0.0441, -0.0833, -0.0637, -0.0735, 0.1438, 0.1242, 0.4216, 0.4248, 0.3203, 0.3203, 0.7075, 0.7908, 0.768, 0.7255, 0.701, 0.9673, 0.8791, 0.9052, 0.5408, 0.4918, 0.3824, 0.2631, 0.384, 0.3889, 0.4575, 0.4101, 0.4771, 0.5278, 0.5278, 0.6993, 0.5098, 0.3938, 0.3889, 0.3415, null, null, null, null, null, null, null, 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:2030991325537923083", "ticker_idx": 0, "ts": "2026-03-09T12:57:20+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the revenue inflection I mapped in my deep dive last Saturday. It's happening faster than even the bull case suggested.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Bullish ONDS: Q4 beat + 3x sequential revenue growth is the inflection point he predicted, moving faster than the bull case.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "BREAKING: $ONDS just dropped preliminary Q4 results.\n\nThe numbers:\n\n📊 Q4 revenue: $29.1-$30.1M — BEAT guidance of $27-29M\n📈 That's 3x sequential from Q3's $10.1M\n💰 Full year 2025: $49.7-50.7M — also above guidance\n🔁 Reiterating $170-180M revenue target for 2026\n🏦 Cash position: over $1.5 BILLION\n\nRead that Q4 number again. $30M in a single quarter. Q3 was $10M.\n\nThis is the revenue inflection I mapped in my deep dive last Saturday. It's happening faster than even the bull case suggested.\n\nFinal earnings drop March 25.\n\n$ONDS", "reply_text": null, "parent_text": null, "quoted_text": "Ondas reported preliminary Q4 and FY2025 results, with revenue higher than prior targets. The Company also reiterated its revenue outlook of $170–$180 million for FY2026. Fourth quarter and full year 2025 results will be reported and an investor call will be held on March 25,", "parent_author": null, "ret_m1d": 0.011316836795815188, "ret_signed_m1d": 0.011316836795815188, "alpha_spy_m1d": 0.020000727767353066, "alpha_c_m1d": 0.020000727767353066, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02983538620227577, "ret_signed_p1d": 0.02983538620227577, "alpha_spy_p1d": 0.03144240177876545, "alpha_c_p1d": 0.03144240177876545, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.08333327609979402, "ret_signed_p1w": 0.08333327609979402, "alpha_spy_p1w": 0.09695608935226274, "alpha_c_p1w": 0.09695608935226274, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.01954737951007235, "ret_signed_p1m": -0.01954737951007235, "alpha_spy_p1m": 0.005884519495819696, "alpha_c_p1m": 0.005884519495819696, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.2314814751221994, "ret_signed_p3m": 0.2314814751221994, "alpha_spy_p3m": 0.11222561271327369, "alpha_c_p3m": 0.11222561271327369, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01954737951007235, "alpha_spy_stated": 0.005884519495819696, "alpha_c_stated": 0.005884519495819696, "price_path": [-0.1435, -0.072, -0.0998, -0.2088, -0.1677, -0.2418, -0.1975, -0.0514, -0.0463, -0.0782, -0.0607, -0.0607, -0.1276, -0.1296, -0.0751, 0.0041, 0.0041, 0.1337, 0.2891, 0.321, 0.2531, 0.4414, 0.4084, 0.357, 0.429, 0.3951, 0.3189, 0.251, 0.251, 0.3508, 0.2912, 0.2984, 0.2521, 0.1481, 0.2613, 0.2623, 0.1595, 0.0658, 0.0947, 0.1708, -0.0041, -0.1276, -0.0031, 0.0638, -0.0041, -0.0504, -0.0772, -0.0422, -0.0422, 0.034, 0.1389, 0.1718, 0.0319, 0.0484, 0.07, 0.0597, 0.0751, 0.037, 0.0977, 0.0309, 0.0813, 0.0792, 0.0113, 0.0, 0.0298, 0.0113, 0.0628, 0.0453, 0.0833, 0.1605, 0.1142, 0.106, 0.035, 0.1214, 0.0988, 0.0607, -0.0288, -0.0947, -0.1615, -0.07, -0.0936, -0.0123, -0.0123, -0.0206, -0.0195, -0.0278, -0.0597, -0.0607, -0.0257, -0.0329, 0.0319, 0.0494, 0.0288, 0.1039, 0.1183, 0.1379, 0.0844, 0.0854, 0.1265, 0.0782, -0.0237, 0.0329, 0.0617, 0.001, -0.0401, -0.0391, -0.0854, -0.0679, -0.0309, -0.07, -0.0885, 0.1533, 0.0926, -0.0021, -0.0612, -0.037, -0.0556, -0.0679, -0.0679, 0.0051, 0.1111, 0.3632, 0.3601, 0.3848, 0.3971, 0.1944, 0.2315, 0.073, 0.0597, -0.0072, -0.0422, 0.0113, -0.0401, -0.0216, -0.0525, -0.0617, -0.0463, -0.0463, -0.0854, -0.1224, -0.2099, -0.2104, -0.1944, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036399720457752896", "ticker_idx": 0, "ts": "2026-03-24T11:08:22+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "💚 $ONDS BUY RATING - $23 TARGET", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Needham Buy on ONDS with $23 PT on defense network exposure and precision strike segment growth.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "💚 $ONDS BUY RATING - $23 TARGET\n\n“He sees the recent deals as strategically important, broadening the company’s exposure to fast-growing precision strike and missile segments while embedding it more deeply in U.S. and allied defense networks”\n\nAnalysts and Institutions are noticing👀", "reply_text": null, "parent_text": null, "quoted_text": "$ONDS\n \n🚨 NEW: NEEDHAM RAISES THEIR ONDAS PT TO $23, REITERATES BUY RATING\n\nAustin Bohlig has given his Buy rating due to a combination of factors, starting with Ondas’ decision to more than double its 2026 revenue goal on the back of an increasingly assertive acquisition", "parent_author": null, "ret_m1d": 0.020599186055067387, "ret_signed_m1d": 0.020599186055067387, "alpha_spy_m1d": 0.017231065421787317, "alpha_c_m1d": 0.017231065421787317, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": 0.0033681206332800695, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034644183051171895, "ret_signed_p1d": -0.034644183051171895, "alpha_spy_p1d": -0.04021687129522045, "alpha_c_p1d": -0.04021687129522045, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.0055726882440485515, "ret_p1w": -0.15355808019293504, "ret_signed_p1w": -0.15355808019293504, "alpha_spy_p1w": -0.14921012050470728, "alpha_c_p1w": -0.14921012050470728, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.004347959688227765, "ret_p1m": 0.03558053404331463, "ret_signed_p1m": 0.03558053404331463, "alpha_spy_p1m": -0.05326179815163545, "alpha_c_p1m": -0.05326179815163545, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.08884233219495008, "ret_p3m": -0.13202245385037958, "ret_signed_p3m": -0.13202245385037958, "alpha_spy_p3m": -0.2782053722549591, "alpha_c_p3m": -0.2782053722549591, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.14618291840457953, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03558053404331463, "alpha_spy_stated": -0.05326179815163545, "alpha_c_stated": -0.05326179815163545, "price_path": [-0.1451, -0.206, -0.2079, -0.1582, -0.0861, -0.0861, 0.0318, 0.1732, 0.2022, 0.1404, 0.3118, 0.2818, 0.235, 0.3006, 0.2697, 0.2004, 0.1386, 0.1386, 0.2294, 0.1751, 0.1816, 0.1395, 0.0449, 0.1479, 0.1489, 0.0552, -0.03, -0.0037, 0.0655, -0.0936, -0.206, -0.0927, -0.0318, -0.0936, -0.1358, -0.1601, -0.1283, -0.1283, -0.059, 0.0365, 0.0665, -0.0609, -0.0459, -0.0262, -0.0356, -0.0215, -0.0562, -0.0009, -0.0618, -0.0159, -0.0178, -0.0796, -0.0899, -0.0627, -0.0796, -0.0328, -0.0487, -0.014, 0.0562, 0.014, 0.0066, -0.0581, 0.0206, 0.0, -0.0346, -0.1161, -0.176, -0.2369, -0.1536, -0.1751, -0.1011, -0.1011, -0.1086, -0.1077, -0.1152, -0.1442, -0.1451, -0.1133, -0.1199, -0.0609, -0.0449, -0.0637, 0.0047, 0.0178, 0.0356, -0.0131, -0.0122, 0.0253, -0.0187, -0.1114, -0.0599, -0.0337, -0.089, -0.1264, -0.1255, -0.1676, -0.1517, -0.118, -0.1536, -0.1704, 0.0496, -0.0056, -0.0918, -0.1456, -0.1236, -0.1404, -0.1517, -0.1517, -0.0852, 0.0112, 0.2406, 0.2378, 0.2603, 0.2715, 0.0871, 0.1208, -0.0234, -0.0356, -0.0964, -0.1283, -0.0796, -0.1264, -0.1096, -0.1376, -0.1461, -0.132, -0.132, -0.1676, -0.2013, -0.2809, -0.2814, -0.2669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2020830161911033919", "ticker_idx": 0, "ts": "2026-02-09T12:00:30+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL - Satellite data demand is exploding. Government contracts incoming.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish into Q1 on PL (satellite data), ONDS (drone delivery growth), PATH (AI automation), and NBIS (cloud infrastructure).", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH into Q1 🚨🚨\n\nHere's what I'm watching this week:\n\n$PL - Satellite data demand is exploding. Government contracts incoming.\n$ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth.\n$PATH - The AI automation play nobody's talking about.\n$NBIS - Nvidia's secret weapon for cloud infrastructure.\n\nWhich one are you adding? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07327228123815355, "ret_signed_m1d": -0.07327228123815355, "alpha_spy_m1d": -0.06847369200747166, "alpha_c_m1d": -0.07027851039386623, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.0029937708442873134, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05120730719381694, "ret_signed_p1d": -0.05120730719381694, "alpha_spy_p1d": -0.048570249423117495, "alpha_c_p1d": -0.05241626040635616, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": 0.001208953212539221, "ret_p1w": -0.0666111719807474, "ret_signed_p1w": -0.0666111719807474, "alpha_spy_p1w": -0.04903066894853769, "alpha_c_p1w": -0.06931696646082064, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.0027057944800732425, "ret_p1m": 0.057452087196799395, "ret_signed_p1m": 0.057452087196799395, "alpha_spy_p1m": 0.08161807258227904, "alpha_c_p1m": 0.07863799876783273, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.021185911571033333, "ret_p3m": 0.46711078296739283, "ret_signed_p3m": 0.46711078296739283, "alpha_spy_p3m": 0.4100058027090736, "alpha_c_p3m": 0.46256895150836375, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.004541831459029089, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.46711078296739283, "alpha_spy_stated": 0.4100058027090736, "alpha_c_stated": 0.46256895150836375, "price_path": [-0.4821, -0.525, -0.5254, -0.5333, -0.5233, -0.5092, -0.5325, -0.5354, -0.5196, -0.5117, -0.5121, -0.5121, -0.5046, -0.5129, -0.51, -0.5, -0.4613, -0.4684, -0.4609, -0.4654, -0.4613, -0.2727, -0.2406, -0.2485, -0.2556, -0.3143, -0.2719, -0.2015, -0.1424, -0.137, -0.154, -0.154, -0.194, -0.1728, -0.1782, -0.179, -0.179, -0.1503, -0.1095, -0.0908, -0.0587, -0.0658, -0.0545, 0.0591, 0.0541, 0.1128, 0.1774, 0.1982, 0.1982, 0.1657, 0.0983, 0.0849, 0.1216, 0.077, 0.1686, 0.1607, 0.097, 0.0396, -0.0487, -0.0029, -0.0937, -0.1495, -0.0733, 0.0, -0.0512, -0.0987, -0.1132, -0.0666, -0.0666, -0.0754, -0.0117, 0.0454, -0.005, -0.01, 0.0287, 0.0254, 0.0658, 0.005, 0.0974, 0.0533, 0.0824, 0.0237, 0.0525, 0.0749, 0.0575, 0.0591, 0.0396, 0.0321, 0.0241, 0.1274, 0.0329, 0.1224, 0.4084, 0.408, 0.3251, 0.4725, 0.3489, 0.2848, 0.1611, 0.1636, 0.2785, 0.4938, 0.4938, 0.458, 0.4642, 0.5216, 0.4251, 0.4434, 0.4288, 0.4126, 0.4326, 0.6607, 0.602, 0.5612, 0.5833, 0.6432, 0.5941, 0.4754, 0.4759, 0.4584, 0.4188, 0.5391, 0.5362, 0.6045, 0.5458, 0.6524, 0.4671, 0.6253, 0.7419, 0.6936, 0.6961, 0.7918, 0.7327, 0.7323, 0.7315, 0.776, 0.7685, 0.8464, 0.8464, 1.0117, 1.1016, 1.1399, 1.1291, 0.9342, 1.0021, 0.7956, 0.8122, 0.3414, 0.363, 0.2977, 0.2789, 0.4226, 0.2968, 0.2731, 0.1744, 0.1749, 0.1753, 0.1753, 0.1978, 0.1878, 0.0949, 0.1037, 0.127, null, null, null, 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:2020830161911033919", "ticker_idx": 1, "ts": "2026-02-09T12:00:30+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish into Q1 on PL (satellite data), ONDS (drone delivery growth), PATH (AI automation), and NBIS (cloud infrastructure).", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH into Q1 🚨🚨\n\nHere's what I'm watching this week:\n\n$PL - Satellite data demand is exploding. Government contracts incoming.\n$ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth.\n$PATH - The AI automation play nobody's talking about.\n$NBIS - Nvidia's secret weapon for cloud infrastructure.\n\nWhich one are you adding? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06286272365691481, "ret_signed_m1d": -0.06286272365691481, "alpha_spy_m1d": -0.05806413442623293, "alpha_c_m1d": -0.05806413442623293, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.004798589230681882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06382977153505409, "ret_signed_p1d": -0.06382977153505409, "alpha_spy_p1d": -0.061192713764354645, "alpha_c_p1d": -0.061192713764354645, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.002637057770699447, "ret_p1w": -0.09961312550980994, "ret_signed_p1w": -0.09961312550980994, "alpha_spy_p1w": -0.08203262247760024, "alpha_c_p1w": -0.08203262247760024, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.017580503032209704, "ret_p1m": -0.03191488576752699, "ret_signed_p1m": -0.03191488576752699, "alpha_spy_p1m": -0.007748900382047341, "alpha_c_p1m": -0.007748900382047341, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02416598538547965, "ret_p3m": -0.1402320878014911, "ret_signed_p3m": -0.1402320878014911, "alpha_spy_p3m": -0.19733706805981033, "alpha_c_p3m": -0.19733706805981033, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.05710498025831923, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.1402320878014911, "alpha_spy_stated": -0.19733706805981033, "alpha_c_stated": -0.19733706805981033, "price_path": [-0.4671, -0.3656, -0.3056, -0.3951, -0.2418, -0.2747, -0.3936, -0.3486, -0.1567, -0.1838, -0.2031, -0.2031, -0.236, -0.2669, -0.2195, -0.1373, -0.1112, -0.1228, -0.1277, -0.1074, -0.1949, -0.1277, -0.1538, -0.2563, -0.2176, -0.2872, -0.2456, -0.1083, -0.1035, -0.1335, -0.117, -0.117, -0.1799, -0.1818, -0.1306, -0.0561, -0.0561, 0.0658, 0.2118, 0.2418, 0.1779, 0.3549, 0.324, 0.2756, 0.3433, 0.3114, 0.2398, 0.176, 0.176, 0.2698, 0.2137, 0.2205, 0.177, 0.0793, 0.1857, 0.1867, 0.0899, 0.0019, 0.029, 0.1006, -0.0638, -0.1799, -0.0629, 0.0, -0.0638, -0.1074, -0.1325, -0.0996, -0.0996, -0.028, 0.0706, 0.1015, -0.03, -0.0145, 0.0058, -0.0039, 0.0106, -0.0251, 0.0319, -0.0309, 0.0164, 0.0145, -0.0493, -0.06, -0.0319, -0.0493, -0.001, -0.0174, 0.0184, 0.0909, 0.0474, 0.0397, -0.0271, 0.0542, 0.0329, -0.0029, -0.087, -0.1489, -0.2118, -0.1257, -0.148, -0.0716, -0.0716, -0.0793, -0.0783, -0.0861, -0.1161, -0.117, -0.0841, -0.0909, -0.03, -0.0135, -0.0329, 0.0377, 0.0513, 0.0696, 0.0193, 0.0203, 0.059, 0.0135, -0.0822, -0.029, -0.0019, -0.059, -0.0977, -0.0967, -0.1402, -0.1238, -0.089, -0.1257, -0.1431, 0.0841, 0.0271, -0.0619, -0.1175, -0.0948, -0.1122, -0.1238, -0.1238, -0.0551, 0.0445, 0.2814, 0.2785, 0.3017, 0.3133, 0.1228, 0.1576, 0.0087, -0.0039, -0.0667, -0.0996, -0.0493, -0.0977, -0.0803, -0.1093, -0.118, -0.1035, -0.1035, -0.1402, -0.175, -0.2573, -0.2577, -0.2427, null, null, null, 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:2020830161911033919", "ticker_idx": 2, "ts": "2026-02-09T12:00:30+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PATH - The AI automation play nobody's talking about.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish into Q1 on PL (satellite data), ONDS (drone delivery growth), PATH (AI automation), and NBIS (cloud infrastructure).", "resolved_tickers": ["PATH"], "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": "BULLISH into Q1 🚨🚨\n\nHere's what I'm watching this week:\n\n$PL - Satellite data demand is exploding. Government contracts incoming.\n$ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth.\n$PATH - The AI automation play nobody's talking about.\n$NBIS - Nvidia's secret weapon for cloud infrastructure.\n\nWhich one are you adding? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008461512052095888, "ret_signed_m1d": -0.008461512052095888, "alpha_spy_m1d": -0.0036629228214140053, "alpha_c_m1d": -0.0036629228214140053, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.004798589230681882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0038461685180664062, "ret_signed_p1d": -0.0038461685180664062, "alpha_spy_p1d": -0.0012091107473669593, "alpha_c_p1d": -0.0012091107473669593, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.002637057770699447, "ret_p1w": -0.12923079270582938, "ret_signed_p1w": -0.12923079270582938, "alpha_spy_p1w": -0.11165028967361967, "alpha_c_p1w": -0.11165028967361967, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.017580503032209704, "ret_p1m": -0.10846152672400844, "ret_signed_p1m": -0.10846152672400844, "alpha_spy_p1m": -0.08429554133852879, "alpha_c_p1m": -0.08429554133852879, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02416598538547965, "ret_p3m": -0.15923074575570917, "ret_signed_p3m": -0.15923074575570917, "alpha_spy_p3m": -0.2163357260140284, "alpha_c_p3m": -0.2163357260140284, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.05710498025831923, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.15923074575570917, "alpha_spy_stated": -0.2163357260140284, "alpha_c_stated": -0.2163357260140284, "price_path": [0.0962, 0.0838, 0.0792, 0.04, 0.0569, 0.0369, -0.0208, 0.0008, 0.0238, 0.0469, 0.0454, 0.0454, 0.0662, 0.0862, 0.1, 0.1431, 0.4215, 0.4362, 0.4838, 0.46, 0.4377, 0.3869, 0.34, 0.2431, 0.2377, 0.2277, 0.2262, 0.24, 0.2846, 0.2277, 0.32, 0.32, 0.2954, 0.2962, 0.2823, 0.2608, 0.2608, 0.2215, 0.2331, 0.3331, 0.3723, 0.2985, 0.2554, 0.3262, 0.2285, 0.1823, 0.1377, 0.1031, 0.1031, 0.1054, 0.0923, 0.1654, 0.1385, 0.1469, 0.1046, 0.0854, 0.0192, -0.0315, -0.0354, -0.0654, -0.0515, -0.0708, -0.0085, 0.0, -0.0038, -0.1008, -0.14, -0.1292, -0.1292, -0.1585, -0.1462, -0.1377, -0.1692, -0.2177, -0.2231, -0.2354, -0.1762, -0.1746, -0.1769, -0.1508, -0.1485, -0.1115, -0.0877, -0.0792, -0.1085, -0.0477, -0.1254, -0.1092, -0.11, -0.0785, -0.0423, -0.0585, -0.0723, -0.0669, -0.1485, -0.1592, -0.1508, -0.1777, -0.1638, -0.1462, -0.1523, -0.1354, -0.1354, -0.1423, -0.1577, -0.2008, -0.2354, -0.2785, -0.2215, -0.2292, -0.1838, -0.1838, -0.1992, -0.1877, -0.1708, -0.1623, -0.2238, -0.2023, -0.1954, -0.1877, -0.2015, -0.2077, -0.1792, -0.1669, -0.1769, -0.1923, -0.1592, -0.17, -0.18, -0.23, -0.2715, -0.2562, -0.21, -0.1815, -0.1885, -0.1715, -0.1869, -0.1592, -0.1592, -0.1469, -0.1415, -0.1092, -0.0985, 0.0077, -0.0631, -0.1023, -0.1023, -0.1354, -0.1408, -0.1731, -0.1731, -0.1808, -0.1885, -0.17, -0.1908, -0.2131, -0.21, -0.21, -0.2185, -0.2185, -0.2069, -0.2362, -0.19, null, null, null, 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:2020830161911033919", "ticker_idx": 3, "ts": "2026-02-09T12:00:30+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS - Nvidia's secret weapon for cloud infrastructure.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish into Q1 on PL (satellite data), ONDS (drone delivery growth), PATH (AI automation), and NBIS (cloud infrastructure).", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH into Q1 🚨🚨\n\nHere's what I'm watching this week:\n\n$PL - Satellite data demand is exploding. Government contracts incoming.\n$ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth.\n$PATH - The AI automation play nobody's talking about.\n$NBIS - Nvidia's secret weapon for cloud infrastructure.\n\nWhich one are you adding? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0729974050365012, "ret_signed_m1d": -0.0729974050365012, "alpha_spy_m1d": -0.06819881580581932, "alpha_c_m1d": -0.06341499014950969, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.00958241488699152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011735533700723888, "ret_signed_p1d": -0.011735533700723888, "alpha_spy_p1d": -0.009098475930024441, "alpha_c_p1d": -0.017724633279500246, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": 0.005989099578776358, "ret_p1w": 0.055232612344028764, "ret_signed_p1w": 0.055232612344028764, "alpha_spy_p1w": 0.07281311537623847, "alpha_c_p1w": 0.07491085728876046, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.019678244944731693, "ret_p1m": 0.03822139488303189, "ret_signed_p1m": 0.03822139488303189, "alpha_spy_p1m": 0.06238738026851154, "alpha_c_p1m": 0.03394343847499992, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": 0.004277956408031969, "ret_p3m": 0.989341190098511, "ret_signed_p3m": 0.989341190098511, "alpha_spy_p3m": 0.9322362098401917, "alpha_c_p3m": 0.9818584594283624, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.007482730670148596, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.989341190098511, "alpha_spy_stated": 0.9322362098401917, "alpha_c_stated": 0.9818584594283624, "price_path": [0.0159, -0.0458, -0.1006, -0.0743, -0.0252, 0.0236, -0.0887, -0.1036, -0.0106, -0.0431, 0.0195, 0.0195, 0.0214, 0.0783, 0.0384, 0.065, 0.1068, 0.0556, 0.0802, 0.038, 0.0076, 0.0151, -0.0559, -0.1264, -0.1284, -0.1877, -0.1592, -0.0368, 0.0038, -0.0307, -0.0188, -0.0188, -0.057, -0.0736, -0.083, -0.0988, -0.0988, -0.0315, -0.0005, 0.0792, 0.0359, 0.0476, 0.0544, 0.1556, 0.1351, 0.098, 0.1185, 0.1707, 0.1707, 0.069, 0.0645, 0.0427, 0.0174, -0.0153, 0.0537, 0.0813, 0.0219, -0.0828, -0.0508, -0.0315, -0.1129, -0.2047, -0.073, 0.0, -0.0117, -0.046, -0.0339, 0.0552, 0.0552, 0.05, 0.096, 0.1586, 0.0543, 0.0832, 0.1044, 0.1425, 0.1292, -0.0182, -0.0201, -0.0655, 0.0528, 0.0298, -0.0382, 0.0222, 0.0382, 0.2058, 0.1632, 0.2161, 0.398, 0.2525, 0.2765, 0.3084, 0.2664, 0.229, 0.2372, 0.2391, 0.1409, 0.0855, -0.0067, 0.1171, 0.0977, 0.1716, 0.1716, 0.2117, 0.264, 0.3458, 0.4678, 0.5608, 0.6641, 0.7435, 0.7955, 0.7801, 0.6919, 0.7136, 0.6855, 0.6811, 0.6912, 0.5844, 0.5607, 0.459, 0.5201, 0.4883, 0.6633, 0.8994, 0.8941, 1.1005, 0.9893, 0.9062, 1.0037, 0.9284, 1.2316, 1.381, 1.368, 1.1518, 1.1289, 1.0652, 1.3679, 1.3123, 1.3123, 1.2401, 1.2434, 1.4369, 1.488, 1.8479, 1.8056, 1.7097, 1.7958, 1.4527, 1.3471, 1.3699, 1.2792, 1.3928, 1.5017, 1.8001, 1.8542, 2.0244, 2.0867, 2.0867, 2.0535, 1.9635, 1.7957, 1.763, 1.5872, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2070555819507351717", "ticker_idx": 3, "ts": "2026-06-26T17:12:31+00:00", "symbol": "PNG.V", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm a big fan of all of these names, particularly $NBIS, SK Square, $ASTS and $PNG.V $KRKNF", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses all named holdings, calling it an elite portfolio with particular conviction in NBIS, SK Square, ASTS, and PNG.", "resolved_tickers": ["PNG.V"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "This is an elite portfolio. One for retail to pay attention to.\n\nI’m a big fan of all of these names, particularly $NBIS, SK Square, $ASTS and $PNG.V $KRKNF.\n\nGreat account also. Go give him a follow.", "reply_text": null, "parent_text": null, "quoted_text": "Portfolio Update:\n$NBIS 50%\n$402340(SK Square) 10%\n$FCEL 10%\n$ASTS 10%\n$AAOI 8%\n$PNG 8%\n$TRT 4%", "parent_author": null, "ret_m1d": 0.03822629991715876, "ret_signed_m1d": 0.03822629991715876, "alpha_spy_m1d": 0.03094225263293393, "alpha_c_m1d": 0.019121851227374975, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.019104448689783782, "ret_t0": 0.0, "ret_signed_t0": 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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2232, 0.2676, 0.2798, 0.2798, 0.3211, 0.2966, 0.2875, 0.2875, 0.2477, 0.3654, 0.2997, 0.292, 0.3272, 0.3456, 0.3349, 0.2492, 0.3196, 0.2477, 0.2309, 0.2248, 0.1789, 0.1651, 0.1942, 0.1391, 0.1835, 0.081, 0.0963, 0.0963, 0.0642, 0.0612, 0.0428, 0.081, 0.1361, 0.1131, 0.1131, 0.1376, 0.2049, 0.1728, 0.1147, 0.208, 0.2355, 0.2538, 0.1927, 0.1376, 0.2615, 0.2768, 0.1881, 0.2599, 0.156, 0.1239, 0.0902, 0.0367, 0.0887, 0.0765, 0.0887, 0.0642, 0.0902, 0.1911, 0.1621, 0.1162, 0.0872, 0.0703, 0.0382, 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:2032054514274980083", "ticker_idx": 0, "ts": "2026-03-12T11:22:04+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Never seen a company execute like this. Wow.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS on exceptional execution; endorses the Palantir/WorldView AI-ISR partnership announcement.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$ONDS x $PLTR\n\nNever seen a company execute like this. Wow.", "reply_text": null, "parent_text": null, "quoted_text": "Ondas, @PalantirTech , and @WorldViewSpace  partnered to develop an AI-enabled multi-domain ISR platform integrating stratospheric sensing with autonomous aerial and ground systems to support next-generation intelligence missions. $ONDS\n\nhttps://t.co/m6xsAAuXn9", "parent_author": null, "ret_m1d": -0.04840271090927728, "ret_signed_m1d": -0.04840271090927728, "alpha_spy_m1d": -0.06382181576748147, "alpha_c_m1d": -0.06382181576748147, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.015419104858204191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01645692909482177, "ret_signed_p1d": -0.01645692909482177, "alpha_spy_p1d": -0.01079679334221284, "alpha_c_p1d": -0.01079679334221284, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.00566013575260893, "ret_p1w": 0.04065828454946052, "ret_signed_p1w": 0.04065828454946052, "alpha_spy_p1w": 0.050056868064583426, "alpha_c_p1w": 0.050056868064583426, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": -0.009398583515122905, "ret_p1m": -0.11616648771809646, "ret_signed_p1m": -0.11616648771809646, "alpha_spy_p1m": -0.13907077918086397, "alpha_c_p1m": -0.13907077918086397, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.022904291462767512, "ret_p3m": -0.0658277163792873, "ret_signed_p3m": -0.0658277163792873, "alpha_spy_p3m": -0.17543182654378242, "alpha_c_p3m": -0.17543182654378242, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.10960411016449512, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11616648771809646, "alpha_spy_stated": -0.13907077918086397, "alpha_c_stated": -0.13907077918086397, "price_path": [-0.2556, -0.2168, -0.2865, -0.2449, -0.1075, -0.1026, -0.1326, -0.1162, -0.1162, -0.1791, -0.181, -0.1297, -0.0552, -0.0552, 0.0668, 0.213, 0.243, 0.1791, 0.3562, 0.3253, 0.2769, 0.3446, 0.3127, 0.241, 0.1772, 0.1772, 0.2711, 0.2149, 0.2217, 0.1781, 0.0803, 0.1868, 0.1878, 0.091, 0.0029, 0.03, 0.1016, -0.0629, -0.1791, -0.062, 0.001, -0.0629, -0.1065, -0.1317, -0.0987, -0.0987, -0.0271, 0.0716, 0.1026, -0.029, -0.0136, 0.0068, -0.0029, 0.0116, -0.0242, 0.0329, -0.03, 0.0174, 0.0155, -0.0484, -0.0591, -0.031, -0.0484, 0.0, -0.0165, 0.0194, 0.092, 0.0484, 0.0407, -0.0261, 0.0552, 0.0339, -0.0019, -0.0862, -0.1481, -0.211, -0.1249, -0.1471, -0.0707, -0.0707, -0.0784, -0.0774, -0.0852, -0.1152, -0.1162, -0.0833, -0.09, -0.029, -0.0126, -0.0319, 0.0387, 0.0523, 0.0707, 0.0203, 0.0213, 0.06, 0.0145, -0.0813, -0.0281, -0.001, -0.0581, -0.0968, -0.0958, -0.1394, -0.1229, -0.0881, -0.1249, -0.1423, 0.0852, 0.0281, -0.061, -0.1167, -0.0939, -0.1113, -0.1229, -0.1229, -0.0542, 0.0455, 0.2827, 0.2798, 0.303, 0.3146, 0.1239, 0.1588, 0.0097, -0.0029, -0.0658, -0.0987, -0.0484, -0.0968, -0.0794, -0.1084, -0.1171, -0.1026, -0.1026, -0.1394, -0.1742, -0.2565, -0.257, -0.242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046299670465610086", "ticker_idx": 0, "ts": "2026-04-20T18:47:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "quietly added $HIMS last week. up 15%. april 16th was a bigger deal than the market realised. FDA + MAHA + a July PCAC meeting that nobody is talking about. $HIMS isn't just a telehealth stock anymore. it's becoming a manufacturing OS for the longevity economy.", "tweet_type": "prediction", "timeline": "months", "summary": "Long HIMS; April 16 FDA/MAHA catalyst underappreciated, July PCAC meeting upcoming, repositioning as manufacturing OS for longevity economy.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "quietly added $HIMS last week. \n\nup 15%.\n\napril 16th was a bigger deal than the market realised.\n\nFDA + MAHA + a July PCAC meeting that nobody is talking about.\n\n$HIMS isn't just a telehealth stock anymore.\n\nit's becoming a manufacturing OS for the longevity economy.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/G90rUFa6Gv", "parent_author": null, "ret_m1d": -0.07062239657831126, "ret_signed_m1d": -0.07062239657831126, "alpha_spy_m1d": -0.07262613864670642, "alpha_c_m1d": -0.07262613864670642, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04030957725810613, "ret_signed_p1d": -0.04030957725810613, "alpha_spy_p1d": -0.033762684409566646, "alpha_c_p1d": -0.033762684409566646, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": -0.052241239189820265, "ret_signed_p1w": -0.052241239189820265, "alpha_spy_p1w": -0.06134221891409519, "alpha_c_p1w": -0.06134221891409519, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": -0.27636245184037, "ret_signed_p1m": -0.27636245184037, "alpha_spy_p1m": -0.3116515210116495, "alpha_c_p1m": -0.3116515210116495, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27636245184037, "alpha_spy_stated": -0.3116515210116495, "alpha_c_stated": -0.3116515210116495, "price_path": [-0.0684, -0.0158, -0.0448, -0.0235, -0.0429, -0.0755, -0.0368, -0.1264, -0.1474, -0.1764, -0.2132, -0.2428, -0.2577, -0.3767, -0.4441, -0.4618, -0.4905, -0.4744, -0.4744, -0.4753, -0.4892, -0.4898, -0.496, -0.4998, -0.5015, -0.4898, -0.4969, -0.5318, -0.4686, -0.4898, -0.4695, -0.4879, -0.4924, -0.2854, -0.2431, -0.1654, -0.2312, -0.2012, -0.1977, -0.1945, -0.2535, -0.2209, -0.2899, -0.2757, -0.3118, -0.328, -0.3273, -0.375, -0.3944, -0.3305, -0.3602, -0.3828, -0.3828, -0.3444, -0.3712, -0.3747, -0.3631, -0.3734, -0.318, -0.3112, -0.2167, -0.1296, -0.0706, 0.0, -0.0403, -0.0645, -0.0922, -0.0145, -0.0522, -0.1, -0.1509, -0.1238, -0.1161, -0.1206, -0.1509, -0.1332, -0.1728, -0.0884, -0.0603, -0.1928, -0.2215, -0.2183, -0.1922, -0.2812, -0.2764, -0.257, -0.2257, -0.2341, -0.2341, -0.2309, -0.1874, -0.1816, -0.1567, -0.1048, -0.1129, -0.1129, -0.0967, -0.1554, -0.1238, -0.0655, -0.1042, -0.069, -0.1351, -0.0271, 0.0148, 0.0284, 0.1438, 0.1438, 0.0816, 0.0629, 0.0545, 0.0548, 0.0945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054259539927601230", "ticker_idx": 0, "ts": "2026-05-12T17:56:55+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's going to be the base layer for the AI robotics revolution", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST as AI robotics base-layer pick endorsed by NVDA partnership; implies NVDA also a winner.", "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": "me waiting for $OUST to skyrocket\n\nit’s going to be the base layer for the AI robotics revolution \n\nunsure? ask their partner $NVDA \n\nthat’s right.\n\nthey’ve chosen their winner. \n\nand you haven’t read this yet?\n\ndon’t miss out. read the article below https://t.co/PSjdvNu4js", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": -0.011070152774400377, "ret_signed_m1d": -0.011070152774400377, "alpha_spy_m1d": -0.012587403952626364, "alpha_c_m1d": -0.026366929531552064, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.015296776757151687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2608855235407992, "ret_signed_p1d": 0.2608855235407992, "alpha_spy_p1d": 0.25529068572618807, "alpha_c_p1d": 0.25146768210001236, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.009417841440786834, "ret_p1w": 0.096678926014933, "ret_signed_p1w": 0.096678926014933, "alpha_spy_p1w": 0.1027072286391898, "alpha_c_p1w": 0.10786617691923539, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.011187250904302393, "ret_p1m": 0.41660512358879953, "ret_signed_p1m": 0.41660512358879953, "alpha_spy_p1m": 0.433877316029601, "alpha_c_p1m": 0.40844301177959585, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.008162111809203676, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.41660512358879953, "alpha_spy_stated": 0.433877316029601, "alpha_c_stated": 0.40844301177959585, "price_path": [-0.3295, -0.3074, -0.3074, -0.3137, -0.314, -0.2959, -0.3129, -0.3336, -0.3118, -0.2694, -0.2756, -0.3007, -0.2528, -0.1985, -0.1742, -0.2185, -0.252, -0.2417, -0.1745, -0.0867, -0.1675, -0.2077, -0.214, -0.2107, -0.2347, -0.2229, -0.2601, -0.2185, -0.241, -0.2539, -0.2875, -0.3483, -0.3863, -0.3221, -0.3129, -0.2808, -0.2808, -0.2875, -0.2867, -0.2524, -0.2609, -0.2365, -0.1926, -0.1358, -0.0982, -0.1081, -0.1048, 0.0015, 0.0188, 0.0244, -0.0255, 0.0413, -0.0066, -0.0358, -0.0576, -0.0052, -0.024, 0.0387, 0.0554, 0.0847, -0.0956, -0.0701, -0.0111, 0.0, 0.2609, 0.2863, 0.2863, 0.1343, 0.0967, 0.1391, 0.2948, 0.3664, 0.3664, 0.5756, 0.6321, 0.562, 0.6993, 0.6579, 0.6985, 0.6221, 0.7376, 0.4642, 0.5085, 0.4214, 0.4166, 0.4616, 0.4686, 0.6672, 0.5768, 0.5026, 0.7185, 0.7185, 0.7594, 0.6664, 0.5022, 0.5432, 0.5506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054259539927601230", "ticker_idx": 1, "ts": "2026-05-12T17:56:55+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "unsure? ask their partner $NVDA. that's right. they've chosen their winner.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST as AI robotics base-layer pick endorsed by NVDA partnership; implies NVDA also a winner.", "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": "me waiting for $OUST to skyrocket\n\nit’s going to be the base layer for the AI robotics revolution \n\nunsure? ask their partner $NVDA \n\nthat’s right.\n\nthey’ve chosen their winner. \n\nand you haven’t read this yet?\n\ndon’t miss out. read the article below https://t.co/PSjdvNu4js", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": -0.006069389879488241, "ret_signed_m1d": -0.006069389879488241, "alpha_spy_m1d": -0.007586641057714227, "alpha_c_m1d": -0.03290234766762856, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.02683295778814032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022873482047085725, "ret_signed_p1d": 0.022873482047085725, "alpha_spy_p1d": 0.017278644232474605, "alpha_c_p1d": 0.0029001689554932764, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.01997331309159245, "ret_p1w": -0.0007699868961072998, "ret_signed_p1w": -0.0007699868961072998, "alpha_spy_p1w": 0.0052583157281494985, "alpha_c_p1w": 0.03003621003457202, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.03080619693067932, "ret_p1m": -0.09116048400678822, "ret_signed_p1m": -0.09116048400678822, "alpha_spy_p1m": -0.07388829156598675, "alpha_c_p1m": -0.10837201744916014, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.017211533442371918, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09116048400678822, "alpha_spy_stated": -0.07388829156598675, "alpha_c_stated": -0.10837201744916014, "price_path": [-0.1533, -0.172, -0.172, -0.1622, -0.1486, -0.149, -0.1403, -0.1324, -0.1266, -0.1143, -0.1626, -0.1975, -0.1735, -0.1845, -0.171, -0.1696, -0.1946, -0.1728, -0.1631, -0.1574, -0.1705, -0.1836, -0.1701, -0.176, -0.1829, -0.1912, -0.2178, -0.2045, -0.2064, -0.1907, -0.2244, -0.2412, -0.2519, -0.2101, -0.204, -0.1965, -0.1965, -0.1954, -0.1933, -0.1753, -0.167, -0.1456, -0.1425, -0.1099, -0.0992, -0.1016, -0.0865, -0.0848, -0.0947, -0.0828, -0.0958, -0.0567, -0.0189, -0.0345, -0.0522, -0.0961, -0.1011, -0.101, -0.11, -0.0587, -0.042, -0.0253, -0.0061, 0.0, 0.0229, 0.0678, 0.0206, 0.007, -0.0008, 0.0122, -0.0058, -0.0247, -0.0247, -0.0268, -0.0371, -0.0296, -0.0437, 0.0162, 0.0092, -0.0273, -0.0084, -0.0699, -0.0539, -0.0559, -0.0912, -0.071, -0.0695, -0.0366, -0.0595, -0.072, -0.0446, -0.0446, -0.0538, -0.0929, -0.0976, -0.1124, -0.1269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021595533962317932", "ticker_idx": 0, "ts": "2026-02-11T14:41:49+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have trimmed my position. The thesis hasn't changed. But I'm watching closely.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still long TE but trimmed on CAO termination concerns; thesis intact pending Feb 26 earnings clarity on accounting and Austin fab timeline.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I'm one of the biggest $TE bulls on here. \n\nBut I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions.\n\nDenise Cruz was terminated on Feb 5. Same day, they promoted the SEC reporting lead to replace her. \n\nNo transition period. No explanation beyond the 8-K filing.\n\nHere's what concerns me:\n\nThis is a company building a $400M+ fab in Austin. They just completed a $160M tax credit sale. They have earnings on Feb 26. And they fire their CAO with ZERO public explanation three weeks before reporting?\n\nIn small-cap investing, trust is everything. $TE's thesis is strong - 5 GW capacity, domestic solar manufacturing, 45X tax credits - but management transparency has to match the ambition.\n\nI need to see three things from the Feb 26 earnings call:\n\n1) A clear explanation of why the CAO was terminated\n2) Confirmation that accounting/reporting processes remain intact\n3) G2_Austin construction timeline holding firm\n\nI have trimmed my position. The thesis hasn't changed. But I'm watching closely.\n\nWhen you're bullish on a stock, the most valuable thing you can do is hold management accountable - not stay silent.\n\n$TE holders deserve answers. 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09635041364057795, "ret_signed_m1d": 0.09635041364057795, "alpha_spy_m1d": 0.09611923806711942, "alpha_c_m1d": 0.10166960317678841, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.005319189536210467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09343063874391766, "ret_signed_p1d": -0.09343063874391766, "alpha_spy_p1d": -0.07798177904603143, "alpha_c_p1d": -0.08147678476829967, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01195385397561799, "ret_p1w": -0.05693428787084265, "ret_signed_p1w": -0.05693428787084265, "alpha_spy_p1w": -0.04874010251733596, "alpha_c_p1w": -0.05807815620403478, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": 0.0011438683331921329, "ret_p1m": 0.12992698961699256, "ret_signed_p1m": 0.12992698961699256, "alpha_spy_p1m": 0.1673569486057187, "alpha_c_p1m": 0.184834248811784, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.05490725919479145, "ret_p3m": -0.11824816847541098, "ret_signed_p3m": -0.11824816847541098, "alpha_spy_p3m": -0.18958033124039508, "alpha_c_p3m": -0.12220512119543214, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.003956952720021167, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12992698961699256, "alpha_spy_stated": 0.1673569486057187, "alpha_c_stated": 0.184834248811784, "price_path": [-0.5095, -0.5358, -0.5533, -0.5781, -0.6029, -0.6029, -0.5416, -0.5197, -0.4394, -0.4394, -0.3985, -0.3474, -0.308, -0.3401, -0.254, -0.1489, -0.1212, -0.0175, -0.1022, -0.1431, -0.219, -0.2613, -0.2058, -0.2088, -0.1212, -0.0613, 0.0657, 0.038, 0.0292, 0.0292, -0.0073, -0.0628, -0.0511, -0.0248, -0.0248, 0.1445, 0.1971, 0.1168, 0.0628, -0.0058, 0.0131, 0.0526, 0.1474, 0.1474, 0.0818, 0.1927, 0.1927, 0.2088, 0.1416, 0.2219, 0.2409, 0.1883, 0.3314, 0.3854, 0.2964, 0.2161, 0.2642, 0.327, 0.1285, 0.0613, 0.2073, 0.1153, 0.0964, 0.0, -0.0934, -0.1066, -0.1066, -0.0599, -0.0569, -0.0788, -0.0934, -0.0818, 0.035, 0.054, 0.0642, -0.1007, -0.0015, -0.0496, 0.0365, -0.0058, -0.019, 0.0453, 0.165, 0.1883, 0.1299, 0.1124, 0.127, 0.1372, 0.0701, 0.1255, -0.0365, -0.0015, -0.035, -0.0248, -0.0832, -0.1591, -0.1796, -0.3591, -0.346, -0.3883, -0.3883, -0.4088, -0.4263, -0.3912, -0.3898, -0.3153, -0.254, -0.2905, -0.2204, -0.2715, -0.2657, -0.273, -0.2569, -0.2131, -0.2131, -0.2277, -0.2248, -0.2847, -0.2861, -0.2993, -0.2482, -0.2555, -0.2204, -0.2307, -0.2482, -0.1007, -0.1182, -0.146, -0.181, -0.1635, -0.1723, 0.0219, 0.0044, 0.2701, 0.273, 0.1796, 0.1796, 0.5255, 0.6, 0.5796, 0.5416, 0.5197, 0.7577, 0.6788, 0.7022, 0.3766, 0.3328, 0.235, 0.1285, 0.2365, 0.2409, 0.3022, 0.2599, 0.3197, 0.365, 0.365, 0.5182, 0.3489, 0.2453, 0.2409, 0.1985, null, null, null, null, null, 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:2008775143137702182", "ticker_idx": 0, "ts": "2026-01-07T05:38:10+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm adding here $IREN", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to IREN position here, endorsing bullish technical breakout thesis.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m adding here $IREN", "reply_text": null, "parent_text": null, "quoted_text": "From a technical perspective, $IREN just perfectly backtested a 3 + year resistance line and turned it into support. Which is #Bullish AS FUCK!\n\nAll time high inbound soon? https://t.co/8i3LZbA21K", "parent_author": null, "ret_m1d": 0.05237821999798542, "ret_signed_m1d": 0.05237821999798542, "alpha_spy_m1d": 0.049144383729243346, "alpha_c_m1d": 0.0381721045654444, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.014206115432541022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04710602418741039, "ret_signed_p1d": 0.04710602418741039, "alpha_spy_p1d": 0.04720755150168365, "alpha_c_p1d": 0.04189113243988363, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": 0.005214891747526762, "ret_p1w": 0.21214902161868743, "ret_signed_p1w": 0.21214902161868743, "alpha_spy_p1w": 0.2110179842026243, "alpha_c_p1w": 0.2384033089815093, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": -0.02625428736282187, "ret_p1m": -0.08790828846928722, "ret_signed_p1m": -0.08790828846928722, "alpha_spy_p1m": -0.07056438004140786, "alpha_c_p1m": -0.04618915448907368, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.04171913398021354, "ret_p3m": -0.1947277692122582, "ret_signed_p3m": -0.1947277692122582, "alpha_spy_p3m": -0.1528900625372155, "alpha_c_p3m": -0.09629944648747601, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.09842832272478219, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08790828846928722, "alpha_spy_stated": -0.07056438004140786, "alpha_c_stated": -0.04618915448907368, "price_path": [0.3701, 0.4703, 0.5945, 0.5583, 0.4173, 0.3919, 0.3575, 0.2652, 0.1881, 0.2805, 0.4418, 0.4897, 0.4308, 0.385, 0.3346, 0.3926, 0.553, 0.5273, 0.7515, 0.5349, 0.4299, 0.3793, 0.3153, 0.2768, 0.1152, 0.0629, 0.0868, 0.1198, 0.0505, -0.0036, -0.0313, 0.1115, 0.0881, 0.1106, 0.1106, 0.0959, 0.1115, -0.0574, 0.0077, 0.0648, 0.0249, 0.0622, 0.0737, 0.0068, 0.0072, -0.0801, -0.1867, -0.1613, -0.2257, -0.1794, -0.0849, -0.0363, -0.0356, -0.0377, -0.0377, -0.0762, -0.0966, -0.1221, -0.1342, -0.1342, -0.0212, 0.1058, 0.0524, 0.0, 0.0471, 0.0551, 0.1537, 0.2147, 0.2121, 0.1895, 0.3254, 0.3254, 0.2438, 0.2259, 0.1979, 0.2993, 0.2002, 0.3751, 0.4428, 0.3717, 0.2319, 0.2167, 0.2468, 0.0301, -0.0879, -0.0411, 0.0579, -0.0159, -0.0219, -0.0824, -0.0322, -0.0322, -0.0609, -0.0354, -0.0077, -0.0836, -0.029, 0.0418, 0.0093, 0.0141, -0.0613, -0.0512, -0.1095, 0.0049, -0.0802, -0.1587, -0.1097, -0.1262, -0.0377, -0.0517, -0.0469, 0.0301, -0.0152, -0.0324, -0.045, -0.0535, -0.0336, -0.0574, -0.0503, -0.1415, -0.1956, -0.2752, -0.2142, -0.2186, -0.203, -0.203, -0.1947, -0.1807, -0.1558, -0.1505, -0.0987, -0.0127, 0.0858, 0.1191, 0.0934, 0.103, 0.1168, 0.0354, 0.1092, 0.1924, 0.1608, 0.1085, 0.0187, -0.0175, 0.0432, 0.0466, 0.1342, 0.2548, 0.3978, 0.3032, 0.4029, 0.2642, 0.2965, 0.2646, 0.3387, 0.2135, 0.1567, 0.0943, 0.2083, 0.3309, 0.3027, 0.3027, 0.3703, 0.5551, 0.4682, 0.4565, 0.4975, 0.5266, 0.501, 0.418, 0.2458, 0.3568, 0.2383, 0.181, 0.2999, 0.3701, 0.3948, 0.3566, 0.332, 0.3744, 0.3744, 0.3036, 0.2543, 0.153, 0.0943, 0.0822, null, null, null, null]}
{"unit_id": "orig:2035016011439546749", "ticker_idx": 0, "ts": "2026-03-20T15:30:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL didn't just beat earnings. They locked in the next two years of revenue.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PL: cancelable backlog collapsed from 46% to 5.3% while total backlog nearly quadrupled; 85% multi-year contracts, defense 59% of revenue growing 50%+ YoY — two years of revenue locked in.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Everyone's tweeting the $PL revenue beat.  I read the appendix.  \n\nHere's the number nobody is talking about:  \n$900M backlog. \n\nEveryone saw that. But here's what matters: \n\nIn FY23, 46% of Planet's backlog was cancelable. \nIn FY24, 45%. \nIn FY25, 18%. \n\nToday? 5.3%.  \n\nThe cancelable portion collapsed from $128M to $48M - while total backlog nearly QUADRUPLED.  \n\nThat means the backlog isn't just bigger. It's harder to walk away from. These are committed, multi-year defense and sovereign contracts.  \n\n85% of contracts are now annual or multi-year. Defense & Intelligence is 59% of revenue, growing 50%+ YoY.  \n\n$PL didn't just beat earnings. They locked in the next two years of revenue.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.2030742646982544, "ret_signed_m1d": -0.2030742646982544, "alpha_spy_m1d": -0.21761846216239822, "alpha_c_m1d": -0.21785748293851537, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.014783218240260965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00029565875522030716, "ret_signed_p1d": -0.00029565875522030716, "alpha_spy_p1d": -0.010795649980696709, "alpha_c_p1d": -0.011665460187648469, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.011369801432428162, "ret_p1w": -0.08779193201156654, "ret_signed_p1w": -0.08779193201156654, "alpha_spy_p1w": -0.06546586429828471, "alpha_c_p1w": -0.07528090928259024, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.012511022728976307, "ret_p1m": 0.1084835344459365, "ret_signed_p1m": 0.1084835344459365, "alpha_spy_p1m": 0.015741159931530913, "alpha_c_p1m": 0.029813176805702835, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.07867035764023367, "ret_p3m": -0.16582921117522442, "ret_signed_p3m": -0.16582921117522442, "alpha_spy_p3m": -0.30828105460828614, "alpha_c_p3m": -0.2798557013997931, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.11402649022456868, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3872, -0.3993, -0.3993, -0.4277, -0.4127, -0.4165, -0.4171, -0.4171, -0.3967, -0.3677, -0.3544, -0.3317, -0.3367, -0.3287, -0.248, -0.2516, -0.2099, -0.1641, -0.1493, -0.1493, -0.1723, -0.2202, -0.2297, -0.2037, -0.2353, -0.1703, -0.1759, -0.2211, -0.2619, -0.3246, -0.292, -0.3565, -0.3961, -0.342, -0.29, -0.3263, -0.36, -0.3704, -0.3373, -0.3373, -0.3435, -0.2983, -0.2578, -0.2935, -0.2971, -0.2696, -0.2719, -0.2433, -0.2864, -0.2208, -0.2521, -0.2315, -0.2731, -0.2527, -0.2368, -0.2492, -0.248, -0.2619, -0.2672, -0.2728, -0.1995, -0.2666, -0.2031, 0.0, -0.0003, -0.0591, 0.0455, -0.0423, -0.0878, -0.1756, -0.1738, -0.0922, 0.0606, 0.0606, 0.0352, 0.0396, 0.0804, 0.0118, 0.0248, 0.0145, 0.003, 0.0171, 0.1791, 0.1375, 0.1085, 0.1242, 0.1667, 0.1318, 0.0476, 0.0479, 0.0355, 0.0074, 0.0928, 0.0907, 0.1392, 0.0975, 0.1732, 0.0417, 0.154, 0.2368, 0.2025, 0.2043, 0.2722, 0.2303, 0.23, 0.2294, 0.261, 0.2557, 0.311, 0.311, 0.4283, 0.4922, 0.5194, 0.5117, 0.3733, 0.4215, 0.2749, 0.2867, -0.0476, -0.0322, -0.0786, -0.0919, 0.0101, -0.0792, -0.0961, -0.1661, -0.1658, -0.1655, -0.1655, -0.1496, -0.1567, -0.2226, -0.2164, -0.1998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2060029929970864224", "ticker_idx": 0, "ts": "2026-05-28T16:06:23+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Selling here looks like the wrong call to me. The market has already bounced 9% from bottom... could be a fantastic buying opportunity.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on $P after 20% post-earnings drop; beat on all metrics except $0.01 EPS miss, guidance raised — selling looks wrong, buying opportunity.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$P Everpure was down 20% today after earnings came out yesterday.\n\nShould you panic as an investor?\nLet's see what the earnings actually said.\n\n1. Revenue:$1.1B - up 35% YoY. Product revenue $577M, up 55%. Subscription services $476M, up 17%. RPO $3.8B, up 41% - that's future contracted revenue. The pipeline is accelerating, not slowing.\n\n2. Profitability: GAAP gross margin 68.7%. Non-GAAP operating income $159M at 15.1% margin. Operating cash flow $180M. Free cash flow $112M. GAAP EPS missed by $0.01. The operating business is not what's being sold.\n\n3. Guidance raised:FY27 revenue lifted to $4.41-4.51B. Non-GAAP operating income raised to $820-860M. CFO called it \"record revenue and operating profit, exceeding the high-end of guidance.\"\n\nGAAP EPS missed by a penny. Everything else beat or was raised.\n\nThe stock ran 21% into this print. That's what's being sold - not the business.\n\nSelling here looks like the wrong call to me. The market has already bounced 9% from bottom... could be a fantastic buying opportunity.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/ABBfpzAfFj", "parent_author": null, "ret_m1d": 0.17387728353029552, "ret_signed_m1d": 0.17387728353029552, "alpha_spy_m1d": 0.17936359645472855, "alpha_c_m1d": 0.18682891113198175, "bench_spy_m1d": -0.005486312924433023, "bench_c_m1d": -0.012951627601686222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08858161472623549, "ret_signed_p1d": 0.08858161472623549, "alpha_spy_p1d": 0.08609020992278626, "alpha_c_p1d": 0.06626421943836514, "bench_spy_p1d": 0.0024914048034492264, "bench_c_p1d": 0.022317395287870356, "ret_p1w": 0.07489048674888887, "ret_signed_p1w": 0.07489048674888887, "alpha_spy_p1w": 0.07159067083696757, "alpha_c_p1w": 0.0410665838831934, "bench_spy_p1w": 0.0032998159119213, "bench_c_p1w": 0.03382390286569548, "ret_p1m": -0.05312153894829885, "ret_signed_p1m": -0.05312153894829885, "alpha_spy_p1m": -0.021671841070562525, "alpha_c_p1m": -0.02355744928561232, "bench_spy_p1m": -0.03144969787773633, "bench_c_p1m": -0.029564089662686532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05312153894829885, "alpha_spy_stated": -0.021671841070562525, "alpha_c_stated": -0.02355744928561232, "price_path": [-0.1028, -0.1547, -0.1599, -0.1631, -0.1662, -0.1392, -0.1643, -0.1499, -0.1648, -0.158, -0.1395, -0.1314, -0.1184, -0.1039, -0.1425, -0.1175, -0.108, -0.1036, -0.1506, -0.1925, -0.2197, -0.1917, -0.1639, -0.1446, -0.1446, -0.1625, -0.1527, -0.1477, -0.1759, -0.1657, -0.134, -0.1238, -0.1116, -0.0717, -0.0831, -0.069, -0.053, -0.0504, -0.0419, -0.022, 0.0127, -0.0289, -0.0374, -0.0218, -0.0194, -0.004, 0.0218, 0.019, 0.0412, 0.0701, 0.1958, 0.1409, 0.1559, 0.1473, 0.1114, 0.0552, 0.0409, 0.0669, 0.0816, 0.1939, 0.1939, 0.2096, 0.1739, 0.0, 0.0886, 0.1562, 0.1361, 0.1068, 0.0749, -0.0119, 0.01, -0.0416, -0.0891, -0.0507, -0.01, 0.0227, 0.003, -0.0051, 0.0215, 0.0215, 0.0548, -0.0093, -0.0033, -0.0185, -0.0531, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066451151092932897", "ticker_idx": 0, "ts": "2026-06-15T09:22:01+00:00", "symbol": "AMPG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPG's vertically integrated LNA/MMIC stack gives it a defensible hardware moat at the intersection of O-RAN certification, AI-RAN trials, and cryogenic quantum readout, while trading at 6.4x sales as it approaches first-time profitability on a $50M+ FY2026 revenue guide. Up 4% today. Big day ahead.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long AMPG on hardware moat across O-RAN/AI-RAN/quantum, cheap at 6.4x sales approaching first profitability on $50M+ FY2026 guide; 'big day ahead'.", "resolved_tickers": ["AMPG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPG's vertically integrated LNA/MMIC stack gives it a defensible hardware moat at the intersection of O-RAN certification, AI-RAN trials, and cryogenic quantum readout, while trading at 6.4x sales as it approaches first-time profitability on a $50M+ FY2026 revenue guide.\n\nUp 4% today. Big day ahead.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/pTQBndUQdm", "parent_author": null, "ret_m1d": 0.13199996948242188, "ret_signed_m1d": 0.13199996948242188, "alpha_spy_m1d": 0.1493283708678379, "alpha_c_m1d": 0.1493283708678379, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.017328401385416026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17066663106282554, "ret_signed_p1d": 0.17066663106282554, "alpha_spy_p1d": 0.17662819390705964, "alpha_c_p1d": 0.17662819390705964, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.005961562844234103, "ret_p1w": 0.12666664123535165, "ret_signed_p1w": 0.12666664123535165, "alpha_spy_p1w": 0.1379569517865834, "alpha_c_p1w": 0.1379569517865834, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.011290310551231753, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6507, -0.6547, -0.6493, -0.6587, -0.6413, -0.6347, -0.6467, -0.76, -0.7653, -0.7467, -0.7467, -0.7427, -0.7427, -0.744, -0.756, -0.7467, -0.7573, -0.7547, -0.732, -0.7307, -0.7227, -0.732, -0.728, -0.7333, -0.7373, -0.7347, -0.748, -0.74, -0.744, -0.7427, -0.752, -0.7387, -0.7267, -0.7067, -0.6973, -0.6933, -0.7147, -0.7067, -0.6427, -0.6413, -0.6693, -0.6173, -0.6067, -0.5067, -0.468, -0.4093, -0.2947, -0.328, -0.328, -0.3347, -0.348, -0.3693, -0.4107, -0.3133, -0.3307, -0.2893, -0.216, -0.3093, -0.124, -0.088, 0.0133, 0.156, 0.132, 0.0, 0.1707, 0.2933, 0.1987, 0.1987, 0.1267, 0.0307, -0.0573, -0.0693, -0.1267, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019077497455820957", "ticker_idx": 0, "ts": "2026-02-04T15:56:02+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If we break $8, $7.50 next", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish TE; if $8 breaks, next support at $7.50.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE not looking good right now.\n\nDid not expect the contagion.\n\nIf we break $8, $7.50 next. https://t.co/tb7IXprnhH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17593792110719986, "ret_signed_m1d": -0.17593792110719986, "alpha_spy_m1d": -0.17107049025815235, "alpha_c_m1d": -0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": 0.05950841358498571, "alpha_spy_p1d": 0.047019129524661474, "alpha_c_p1d": 0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": 0.11384218787445677, "alpha_spy_p1w": 0.12225094225729516, "alpha_c_p1w": 0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": 0.11901682716997153, "alpha_spy_p1m": 0.11190502899080723, "alpha_c_p1m": 0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": 0.3402328729562084, "alpha_spy_p3m": 0.3894624832961614, "alpha_c_p3m": 0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11901682716997153, "alpha_spy_stated": 0.11190502899080723, "alpha_c_stated": 0.13477930843842467, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2061164075871309839", "ticker_idx": 0, "ts": "2026-05-31T19:13:04+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The mispricing isn't that it's undiscovered. It's that the screens are misreading a tax event as an operating result. One micro-cap, four secular themes: critical materials, defense, semis, fusion.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ELMT: GAAP loss is a one-time tax artifact masking strong adj. EBITDA growth; four secular tailwinds (critical materials, defense, semis, fusion) make it mispriced.", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$ELMT picking up traction. The \"two metals the defense industry runs on\" framing is exactly right. $ELMT is the only integrated US source for both.\nBut there's a reason \"nobody is talking about it,\" and it's more specific than under-coverage.\n\nPull $ELMT up on a screener and you see a GAAP net loss last quarter. So every quant filter and most retail screens file it as a loss-making industrial and skip it. The loss is an accounting artifact - a one-time tax charge from its S-corp to C-corp conversion during the April IPO reorg. Strip it out and adjusted EBITDA more than doubled. The mispricing isn't that it's undiscovered. It's that the screens are misreading a tax event as an operating result.\n\nAnd the defense angle is only one of four. The part almost everyone misses: Elmet supplies refractory components into EUV lithography, ion implantation and plasma etch tools - it's embedded in the semiconductor equipment chain - plus tungsten shielding and RF ignition systems for nuclear fusion reactors. \n\nOne micro-cap, four secular themes: critical materials, defense, semis, fusion.\n$ELMT", "reply_text": null, "parent_text": null, "quoted_text": "The US just got its first and only domestic producer of two metals the entire defense industry runs on.\n\nStock IPO’d at $14 in April and nobody is talking about it.\n\nHere it is:", "parent_author": null, "ret_m1d": -0.19366759272884504, "ret_signed_m1d": -0.19366759272884504, "alpha_spy_m1d": -0.19095187447686923, "alpha_c_m1d": -0.19790194351362922, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.00423435078478418, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16569916956358854, "ret_signed_p1d": 0.16569916956358854, "alpha_spy_p1d": 0.16434122976631227, "alpha_c_p1d": 0.15531629726585527, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.01038287229773327, "ret_p1w": -0.08390501786667237, "ret_signed_p1w": -0.08390501786667237, "alpha_spy_p1w": -0.05843499467206359, "alpha_c_p1w": -0.09103963808513849, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": 0.0071346202184661145, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0549, -0.1029, -0.1456, -0.2, -0.1388, -0.1372, -0.1741, -0.1889, -0.2053, -0.1741, -0.19, -0.171, -0.1778, -0.1166, -0.1177, -0.1483, -0.1847, -0.2427, -0.286, -0.2596, -0.2264, -0.2243, -0.2243, -0.1741, -0.1789, -0.1451, -0.1937, 0.0, 0.1657, 0.0464, 0.0185, -0.0939, -0.0839, -0.01, -0.0195, 0.0253, 0.0792, 0.0892, -0.038, -0.0174, 0.0259, 0.0259, -0.0106, -0.0264, -0.0443, -0.0142, 0.0005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1993587195043774970", "ticker_idx": 0, "ts": "2025-11-26T07:46:41+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR", "tweet_type": "prediction", "timeline": "years", "summary": "Most confident 5-year hold is CIFR.", "resolved_tickers": ["CIFR"], "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": "reply_other", "lang": "qme", "tweet_text": "@Ashton_1nvests $CIFR", "reply_text": null, "parent_text": "What’s the one stock you feel most confident holding for the next 5 years?", "quoted_text": null, "parent_author": "Ashton_1nvests", "ret_m1d": -0.08511745134393378, "ret_signed_m1d": -0.08511745134393378, "alpha_spy_m1d": -0.078261201611038, "alpha_c_m1d": -0.07341823713606244, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.011699214207871345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.027154071442408778, "ret_signed_p1w": -0.027154071442408778, "alpha_spy_p1w": -0.0333481742147157, "alpha_c_p1w": -0.0490372086426083, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.02188313720019952, "ret_p1m": -0.15300262994995573, "ret_signed_p1m": -0.15300262994995573, "alpha_spy_p1m": -0.17174674007442092, "alpha_c_p1m": -0.1856469799272723, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.03264434997731658, "ret_p3m": -0.20522190233876803, "ret_signed_p3m": -0.20522190233876803, "alpha_spy_p3m": -0.2121757583103503, "alpha_c_p3m": -0.18295181795534743, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": -0.022270084383420596, "ret_p6m": 0.12375983741222085, "ret_signed_p6m": 0.12375983741222085, "alpha_spy_p6m": 0.02478828845372827, "alpha_c_p6m": -0.13843833784678217, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.262198175259003, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.601, -0.601, -0.5655, -0.5765, -0.6136, -0.6073, -0.5969, -0.5185, -0.4648, -0.4794, -0.4334, -0.4334, -0.399, -0.3535, -0.3812, -0.3587, -0.271, -0.2611, -0.2616, -0.3911, -0.401, -0.3394, -0.3426, -0.342, -0.2789, -0.2324, -0.199, -0.1775, -0.0809, -0.0606, -0.1138, 0.0621, 0.0909, 0.0982, -0.0225, -0.0204, 0.0397, -0.0561, -0.1587, -0.099, 0.0789, 0.0726, 0.0423, 0.023, -0.0042, -0.0261, 0.1885, 0.1755, 0.2903, 0.1337, 0.0804, 0.0261, -0.0251, -0.0924, -0.2204, -0.2501, -0.2507, -0.2386, -0.2366, -0.2397, -0.2611, -0.1274, -0.0851, 0.0, 0.0, 0.0627, 0.0282, -0.0789, -0.0272, 0.0355, 0.0068, 0.0172, 0.0214, -0.035, -0.0141, -0.1097, -0.2303, -0.2172, -0.2486, -0.2089, -0.1535, -0.1467, -0.1692, -0.153, -0.153, -0.2068, -0.2125, -0.2381, -0.2292, -0.2292, -0.154, -0.0517, -0.0841, -0.1603, -0.1358, -0.1316, -0.0768, -0.047, -0.0533, -0.0851, -0.0183, -0.0183, -0.0642, -0.0747, -0.0919, -0.0825, -0.1389, -0.0209, -0.0094, -0.0757, -0.1666, -0.1744, -0.1509, -0.2559, -0.3368, -0.2308, -0.1248, -0.107, -0.1499, -0.1593, -0.1426, -0.1426, -0.1833, -0.1948, -0.1749, -0.235, -0.2052, -0.106, -0.1326, -0.1394, -0.1854, -0.177, -0.2319, -0.1624, -0.2089, -0.2888, -0.2527, -0.271, -0.2632, -0.2841, -0.2648, -0.2094, -0.212, -0.2339, -0.2355, -0.2684, -0.2225, -0.223, -0.1708, -0.2507, -0.2822, -0.3726, -0.3279, -0.3399, -0.3305, -0.3305, -0.3029, -0.2684, -0.1948, -0.1457, -0.1368, -0.0726, -0.0366, -0.0601, -0.0945, 0.0115, 0.0073, -0.058, 0.0151, -0.024, -0.0496, -0.0517, -0.0987, -0.1164, -0.0736, -0.1102, -0.0658, 0.154, 0.1441, 0.0802, 0.0731, 0.059, 0.0475, 0.1091, 0.164, 0.0616, -0.0016, -0.0183, 0.0172, 0.1238]}
{"unit_id": "quote:2048085282298183834", "ticker_idx": 0, "ts": "2026-04-25T17:02:37+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long term this is an easy buy", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Filtronic long-term as a sub-$1B SpaceX supplier; calls it an easy buy.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "super happy with filtronic price action.\n\nmy report went viral. ftc up 11% since.\n\nwho knew people would like a company who supplies for spaceX?\n\nand is under $1 billion marketcap?\n\nshort term is very hot right now.\n\nbut long term this is an easy buy. https://t.co/tR9wfWABlH", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/139bOSPqmq", "parent_author": null, "ret_m1d": 0.1065420560747663, "ret_signed_m1d": 0.1065420560747663, "alpha_spy_m1d": 0.1082618810188335, "alpha_c_m1d": 0.10014064950462798, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.006401406570138324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016822429906542036, "ret_signed_p1d": -0.016822429906542036, "alpha_spy_p1d": -0.011956437639422557, "alpha_c_p1d": -0.009811320554693914, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.0070111093518481216, "ret_p1w": 0.07289719626168223, "ret_signed_p1w": 0.07289719626168223, "alpha_spy_p1w": 0.06892611190948816, "alpha_c_p1w": 0.09332099877469746, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": -0.020423802513015232, "ret_p1m": 0.5327102803738317, "ret_signed_p1m": 0.5327102803738317, "alpha_spy_p1m": 0.4831835145927694, "alpha_c_p1m": 0.4918629116667088, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.04084736870712291, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5327102803738317, "alpha_spy_stated": 0.4831835145927694, "alpha_c_stated": 0.4918629116667088, "price_path": [-0.3084, -0.3159, -0.2935, -0.3159, -0.3047, -0.271, -0.2561, -0.2542, -0.2374, -0.2598, -0.2636, -0.2673, -0.2636, -0.2374, -0.2486, -0.2336, -0.2449, -0.2486, -0.2598, -0.2523, -0.2523, -0.2598, -0.2449, -0.2523, -0.2972, -0.2598, -0.271, -0.2841, -0.3308, -0.286, -0.2617, -0.271, -0.2822, -0.3065, -0.3009, -0.3103, -0.3664, -0.3981, -0.3645, -0.3645, -0.3121, -0.3159, -0.3009, -0.2972, -0.2822, -0.2486, -0.2336, -0.2336, -0.2336, -0.2374, -0.2075, -0.2374, -0.2523, -0.2561, -0.2299, -0.1925, -0.1738, -0.129, -0.0841, -0.0654, 0.0056, 0.0579, 0.1065, 0.0, -0.0168, 0.0093, 0.0879, 0.0729, 0.0729, 0.3084, 0.271, 0.514, 0.4206, 0.4, 0.3383, 0.5065, 0.5252, 0.514, 0.5364, 0.6804, 0.7533, 0.514, 0.4168, 0.4168, 0.5327, 0.4542, 0.3645, 0.4579, 0.4766, 0.3458, 0.0729, 0.2187, 0.271, 0.4579, 0.271, 0.1776, 0.1589, 0.215, 0.2579, 0.4075, 0.3832, 0.3832, 0.4093, 0.4206, 0.271, 0.1589, 0.0467, -0.1402, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2060779111262388656", "ticker_idx": 0, "ts": "2026-05-30T17:43:22+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No other listed quantum name has that structure imo. Here we see a company that has moved from lab to operational deployment to domestic manufacturing scale-up, embedded inside allied defence procurement frameworks on both sides of the Atlantic. It's in a different conversation to the most of the quantum basket.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish INFQ: proven product, UK manufacturing scale-up, ProQure pipeline, $100M CHIPS Act LOI, AUKUS defence contracts — structurally differentiated from quantum peers.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$INFQ tripled its UK manufacturing footprint this week with the Oxford announcement. I’m yet to see a deeper analytical breakdown of why this is so important.\n\nInfleqtion already delivered the UK’s first 100-qubit quantum computer to the National Quantum Computing Centre. already ran its atomic clock on a Royal Navy submarine across multiple dives without GPS.\n\nYou don’t triple production capacity before you’ve proven the product. they’ve proven the product in action…\n\nThe key part nobody is talking about is ProQure. This is the UK government’s structured procurement pathway for quantum systems beyond 2030. Infleqtion is explicitly named inside it. A clear pipeline for the business.\n\nThen lets add the $100M US CHIPS Act LOI from last week. Active government relationships with two of three AUKUS partners. Contracted sensing programmes across all three.\n\nNo other listed quantum name has that structure imo. Here we see a company that has moved from lab to operational deployment to domestic manufacturing scale-up, embedded inside allied defence procurement frameworks on both sides of the Atlantic. It’s in a different conversation to the most of the quantum basket.\n\n$INFQ $IONQ $RGTI $QBTS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08309786186116896, "ret_signed_m1d": -0.08309786186116896, "alpha_spy_m1d": -0.08038214360919316, "alpha_c_m1d": -0.08038214360919316, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.002715718251975807, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12323347876551738, "ret_signed_p1d": 0.12323347876551738, "alpha_spy_p1d": 0.1218755389682411, "alpha_c_p1d": 0.1218755389682411, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.0013579397972762752, "ret_p1w": -0.16280384553387706, "ret_signed_p1w": -0.16280384553387706, "alpha_spy_p1w": -0.13733382233926827, "alpha_c_p1w": -0.13733382233926827, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.025470023194608782, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.333, -0.3663, -0.3968, -0.3409, -0.3132, -0.3539, -0.3963, -0.4302, -0.4036, -0.3906, -0.446, -0.4562, -0.502, -0.4585, -0.4206, -0.3595, -0.398, -0.4432, -0.4958, -0.4454, -0.4681, -0.4025, -0.4025, -0.4093, -0.4324, -0.3601, -0.3279, -0.2883, -0.2883, -0.2018, -0.1521, -0.1198, -0.0153, -0.0955, -0.1515, -0.1605, -0.2109, -0.2499, -0.2482, -0.2866, -0.3183, -0.3279, -0.2985, -0.3058, -0.316, -0.234, -0.3154, -0.3149, -0.2742, -0.2595, -0.2487, -0.2103, -0.2968, -0.3573, -0.3991, -0.368, -0.169, -0.0757, -0.0757, -0.1023, -0.1261, 0.0045, -0.0831, 0.0, 0.1232, -0.0158, -0.0418, -0.1769, -0.1628, -0.225, -0.2323, -0.2018, -0.2414, -0.1622, -0.2436, -0.2459, -0.2352, -0.2352, -0.1967, -0.0978, -0.2029, -0.277, -0.2295, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064316867464876035", "ticker_idx": 0, "ts": "2026-06-09T12:01:09+00:00", "symbol": "FTC.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "is FTC the cleanest listed proxy on the trade", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Positions Filtronic as the cleanest listed proxy on SpaceX/Starlink, with GaN E-band monopoly and potential V-band TAM expansion; implicitly bullish but notes 'easy money's been made'.", "resolved_tickers": ["FTC.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "New deep-dive: Filtronic ( $FTC $FTC.L) - updated thesis, June 2026.\n\nThe company that ran 114p → 480p. The only company that can mass-produce the high-power GaN E-band amplifiers Starlink needs to get data from space to the ground.\n\nThe easy money's been made. So the real question now:\n→ Can they repeat the E-band monopoly in V-band - where the market isn't a few thousand ground stations, but tens of millions of dishes?\n→ And with SpaceX going public June 12 at $135 ($1.77T), is FTC the cleanest listed proxy on the trade - or already priced for perfection?\n\nFull breakdown inside: the monopoly, the TAM step-change, the flat FY2026 reset nobody's talking about, and what the IPO really means for Filtronic. 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vR98Uo9NNu", "parent_author": null, "ret_m1d": 0.1470588235294117, "ret_signed_m1d": 0.1470588235294117, "alpha_spy_m1d": 0.14411473073980297, "alpha_c_m1d": 0.152820300270596, "bench_spy_m1d": 0.002944092789608721, "bench_c_m1d": -0.005761476741184324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07352941176470584, "ret_signed_p1d": -0.07352941176470584, "alpha_spy_p1d": -0.057763849256678546, "alpha_c_p1d": -0.05816528290718148, "bench_spy_p1d": -0.015765562508027298, "bench_c_p1d": -0.015364128857524362, "ret_p1w": 0.10735294117647065, "ret_signed_p1w": 0.10735294117647065, "alpha_spy_p1w": 0.08933511987155374, "alpha_c_p1w": 0.07544274810641416, "bench_spy_p1w": 0.018017821304916914, "bench_c_p1w": 0.03191019307005649, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4265, -0.4353, -0.4544, -0.45, -0.4574, -0.5015, -0.5265, -0.5, -0.5, -0.4588, -0.4618, -0.45, -0.4471, -0.4353, -0.4088, -0.3971, -0.3971, -0.3971, -0.4, -0.3765, -0.4, -0.4118, -0.4147, -0.3941, -0.3647, -0.35, -0.3147, -0.2794, -0.2647, -0.2088, -0.1676, -0.1294, -0.2132, -0.2265, -0.2059, -0.1441, -0.1559, -0.1559, 0.0294, 0.0, 0.1912, 0.1176, 0.1015, 0.0529, 0.1853, 0.2, 0.1912, 0.2088, 0.3221, 0.3794, 0.1912, 0.1147, 0.1147, 0.2059, 0.1441, 0.0735, 0.1471, 0.1618, 0.0588, -0.1559, -0.0412, 0.0, 0.1471, 0.0, -0.0735, -0.0882, -0.0441, -0.0103, 0.1074, 0.0882, 0.0882, 0.1088, 0.1176, 0.0, -0.0882, -0.1765, -0.3235, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2003141142502912115", "ticker_idx": 0, "ts": "2025-12-22T16:30:39+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN, $CIFR, $NBIS AI THESIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions across AI miners (IREN, CIFR, NBIS), defence (ONDS), solar (TE), AI automation (PATH), space (RKLB), and satellite data (PL).", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Portfolio update 🚨🚨\n\n$IREN, $CIFR, $NBIS AI THESIS\n\n$ONDS DEFENCE\n\n$TE US MADE SOLAR POWER\n\n$PATH AI AUTOMATION \n\n$RKLB SPACE THESIS\n\n$PL SATELLITES/DATA\n\nGREEN EVERYWHERE🎄🎄🎄🍀🍀🍀 https://t.co/VMRwYseK5b", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05042822788804968, "ret_signed_m1d": -0.05042822788804968, "alpha_spy_m1d": -0.04423699420902871, "alpha_c_m1d": -0.038298743034169136, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012129484853880546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0007135770371926586, "ret_signed_p1d": 0.0007135770371926586, "alpha_spy_p1d": -0.003856915310137987, "alpha_c_p1d": -0.0012748380176716978, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.0019884150548643564, "ret_p1w": -0.06255949121884652, "ret_signed_p1w": -0.06255949121884652, "alpha_spy_p1w": -0.06696933404394145, "alpha_c_p1w": -0.06255949121884652, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.0, "ret_p1m": 0.2906754790648076, "ret_signed_p1m": 0.2906754790648076, "alpha_spy_p1m": 0.301262040665074, "alpha_c_p1m": 0.3289979573082584, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.03832247824345081, "ret_p3m": -0.009039035676492668, "ret_signed_p3m": -0.009039035676492668, "alpha_spy_p3m": 0.02751020900195833, "alpha_c_p3m": 0.10538608506957337, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.11442512074606603, "ret_p6m": 0.4077069223687346, "ret_signed_p6m": 0.4077069223687346, "alpha_spy_p6m": 0.30907044526850425, "alpha_c_p6m": 0.4201910640144423, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": -0.012484141645707658, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2906754790648076, "alpha_spy_stated": 0.301262040665074, "alpha_c_stated": 0.3289979573082584, "price_path": [0.1213, 0.1011, -0.0043, 0.0925, 0.1163, 0.1199, 0.1185, 0.2003, 0.3737, 0.4672, 0.4294, 0.5188, 0.4217, 0.5257, 0.6546, 0.617, 0.4707, 0.4443, 0.4087, 0.3129, 0.2329, 0.3287, 0.4962, 0.5459, 0.4848, 0.4372, 0.3849, 0.4451, 0.6116, 0.5849, 0.8176, 0.5928, 0.4838, 0.4313, 0.3649, 0.3249, 0.1572, 0.103, 0.1277, 0.162, 0.0902, 0.034, 0.0052, 0.1534, 0.1292, 0.1525, 0.1525, 0.1373, 0.1534, -0.0219, 0.0457, 0.1049, 0.0635, 0.1023, 0.1142, 0.0447, 0.0452, -0.0454, -0.156, -0.1296, -0.1965, -0.1484, -0.0504, 0.0, 0.0007, -0.0014, -0.0014, -0.0414, -0.0626, -0.089, -0.1016, -0.1016, 0.0157, 0.1475, 0.0921, 0.0377, 0.0866, 0.0949, 0.1972, 0.2605, 0.2578, 0.2343, 0.3754, 0.3754, 0.2907, 0.2721, 0.2431, 0.3482, 0.2455, 0.427, 0.4971, 0.4234, 0.2783, 0.2626, 0.2938, 0.069, -0.0535, -0.005, 0.0978, 0.0212, 0.015, -0.0478, 0.0043, 0.0043, -0.0255, 0.001, 0.0297, -0.049, 0.0076, 0.0811, 0.0473, 0.0523, -0.0259, -0.0155, -0.0759, 0.0428, -0.0456, -0.127, -0.0761, -0.0932, -0.0014, -0.0159, -0.0109, 0.069, 0.0219, 0.004, -0.009, -0.0178, 0.0029, -0.0219, -0.0145, -0.1092, -0.1653, -0.2479, -0.1846, -0.1891, -0.1729, -0.1729, -0.1644, -0.1499, -0.1239, -0.1185, -0.0647, 0.0245, 0.1268, 0.1613, 0.1346, 0.1446, 0.1589, 0.0745, 0.151, 0.2374, 0.2046, 0.1503, 0.0571, 0.0195, 0.0825, 0.0861, 0.177, 0.3021, 0.4505, 0.3523, 0.4558, 0.3118, 0.3454, 0.3123, 0.3892, 0.2593, 0.2003, 0.1356, 0.2538, 0.3811, 0.3518, 0.3518, 0.422, 0.6137, 0.5235, 0.5114, 0.554, 0.5842, 0.5576, 0.4715, 0.2928, 0.4079, 0.285, 0.2255, 0.349, 0.4217, 0.4474, 0.4077]}
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{"unit_id": "orig:2003141142502912115", "ticker_idx": 7, "ts": "2025-12-22T16:30:39+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL SATELLITES/DATA", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions across AI miners (IREN, CIFR, NBIS), defence (ONDS), solar (TE), AI automation (PATH), space (RKLB), and satellite data (PL).", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Portfolio update 🚨🚨\n\n$IREN, $CIFR, $NBIS AI THESIS\n\n$ONDS DEFENCE\n\n$TE US MADE SOLAR POWER\n\n$PATH AI AUTOMATION \n\n$RKLB SPACE THESIS\n\n$PL SATELLITES/DATA\n\nGREEN EVERYWHERE🎄🎄🎄🍀🍀🍀 https://t.co/VMRwYseK5b", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0689320412620611, "ret_signed_m1d": -0.0689320412620611, "alpha_spy_m1d": -0.06274080758304013, "alpha_c_m1d": -0.05796743634678092, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006310638755305131, "ret_signed_p1d": 0.006310638755305131, "alpha_spy_p1d": 0.0017401464079744855, "alpha_c_p1d": 0.006692632072815008, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.035436870326127856, "ret_signed_p1w": -0.035436870326127856, "alpha_spy_p1w": -0.03984671315122279, "alpha_c_p1w": -0.034290792702077466, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": -0.00114607762405039, "ret_p1m": 0.359223275800848, "ret_signed_p1m": 0.359223275800848, "alpha_spy_p1m": 0.3698098374011144, "alpha_c_p1m": 0.31796243023309856, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.04126084556774945, "ret_p3m": 0.30873779539945656, "ret_signed_p3m": 0.30873779539945656, "alpha_spy_p3m": 0.34528704007790756, "alpha_c_p3m": 0.26410230111954025, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.36941740592628025, "ret_signed_p6m": 0.36941740592628025, "alpha_spy_p6m": 0.27078092882604987, "alpha_c_p6m": 0.22102281806151747, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.359223275800848, "alpha_spy_stated": 0.3698098374011144, "alpha_c_stated": 0.31796243023309856, "price_path": [-0.4209, -0.4194, -0.4078, -0.3791, -0.3699, -0.3316, -0.2791, -0.2568, -0.2602, -0.2388, -0.2427, -0.2398, -0.2864, -0.2597, -0.2825, -0.2675, -0.3578, -0.3636, -0.3417, -0.3733, -0.3932, -0.3714, -0.3393, -0.3539, -0.3767, -0.3738, -0.3757, -0.3471, -0.3597, -0.3835, -0.3568, -0.3951, -0.3782, -0.35, -0.3947, -0.3961, -0.4461, -0.4466, -0.4558, -0.4442, -0.4277, -0.4549, -0.4583, -0.4398, -0.4306, -0.4311, -0.4311, -0.4223, -0.432, -0.4286, -0.417, -0.3718, -0.3801, -0.3714, -0.3767, -0.3718, -0.1519, -0.1146, -0.1238, -0.132, -0.2005, -0.151, -0.0689, 0.0, 0.0063, -0.0136, -0.0136, -0.0602, -0.0354, -0.0417, -0.0427, -0.0427, -0.0092, 0.0383, 0.0602, 0.0976, 0.0893, 0.1024, 0.235, 0.2291, 0.2976, 0.3728, 0.3971, 0.3971, 0.3592, 0.2806, 0.265, 0.3078, 0.2558, 0.3626, 0.3534, 0.2791, 0.2121, 0.1092, 0.1626, 0.0568, -0.0083, 0.0806, 0.166, 0.1063, 0.051, 0.034, 0.0883, 0.0883, 0.0782, 0.1524, 0.2189, 0.1602, 0.1544, 0.1995, 0.1956, 0.2427, 0.1718, 0.2796, 0.2282, 0.2621, 0.1937, 0.2272, 0.2534, 0.233, 0.235, 0.2121, 0.2034, 0.1942, 0.3146, 0.2044, 0.3087, 0.6422, 0.6417, 0.5451, 0.717, 0.5728, 0.4981, 0.3539, 0.3568, 0.4908, 0.7417, 0.7417, 0.7, 0.7073, 0.7743, 0.6617, 0.683, 0.666, 0.6471, 0.6704, 0.9364, 0.868, 0.8204, 0.8461, 0.916, 0.8587, 0.7204, 0.7209, 0.7005, 0.6544, 0.7947, 0.7913, 0.8709, 0.8024, 0.9267, 0.7107, 0.8951, 1.0311, 0.9748, 0.9777, 1.0893, 1.0204, 1.0199, 1.0189, 1.0709, 1.0621, 1.1529, 1.1529, 1.3456, 1.4505, 1.4951, 1.4825, 1.2553, 1.3345, 1.0937, 1.1131, 0.5641, 0.5893, 0.5131, 0.4913, 0.6587, 0.5121, 0.4845, 0.3694]}
{"unit_id": "orig:2038677639037087759", "ticker_idx": 0, "ts": "2026-03-30T18:00:00+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IONQ - $8B market cap. $43M revenue. Science project, not a business.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Overrated (short): IONQ, RGTI, TE on hype vs fundamentals; Underrated (long): ONDS, RKLB, KTOS on real revenue/backlog/defense funding.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Most overrated vs underrated stocks right now:\n\nOVERRATED:\n• $IONQ - $8B market cap. $43M revenue. Science project, not a business.\n• $RGTI - Insiders dumping shares while retail holds the bag.\n• $TE - Great thesis, but so many hazards right now.\n\nUNDERRATED:\n• $ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.\n• $RKLB - $2B backlog at a 32% discount from ATH.\n• $KTOS - The drone prime that defense budgets are actually funding.\n\nThe gap between hype and fundamentals has never been wider.\n\nAgree or disagree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.034599476156994546, "ret_signed_m1d": -0.034599476156994546, "alpha_spy_m1d": -0.031244869709604606, "alpha_c_m1d": -0.01561905244297046, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.018980423714024086, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08424218722316001, "ret_signed_p1d": -0.08424218722316001, "alpha_spy_p1d": -0.05517432143840284, "alpha_c_p1d": -0.04188929693472643, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.04235289028843359, "ret_p1w": 0.09966151197153561, "ret_signed_p1w": -0.09966151197153561, "alpha_spy_p1w": -0.05700122046112521, "alpha_c_p1w": -0.02687723022609889, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.07278428174543672, "ret_p1m": 0.6201580136832716, "ret_signed_p1m": -0.6201580136832716, "alpha_spy_p1m": -0.49401280458802277, "alpha_c_p1m": -0.38211870846130513, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.23803930522196648, "ret_p3m": 0.901466757546078, "ret_signed_p3m": -0.901466757546078, "alpha_spy_p3m": -0.736551128633621, "alpha_c_p3m": -0.45213275314379064, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.4493340044022873, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.6201580136832716, "alpha_spy_stated": -0.49401280458802277, "alpha_c_stated": -0.38211870846130513, "price_path": [0.6875, 0.6875, 0.7589, 0.8319, 0.909, 0.8721, 0.8973, 0.8597, 0.9161, 0.8405, 0.9135, 0.7886, 0.9105, 0.9105, 0.9052, 0.8176, 0.8552, 0.777, 0.6311, 0.7108, 0.7225, 0.6262, 0.5036, 0.4502, 0.4468, 0.3291, 0.1444, 0.3159, 0.3343, 0.3234, 0.264, 0.1771, 0.2828, 0.2828, 0.2478, 0.2539, 0.2572, 0.1997, 0.1576, 0.1892, 0.2633, 0.5374, 0.443, 0.4419, 0.3934, 0.3964, 0.3546, 0.3437, 0.349, 0.3208, 0.2888, 0.2422, 0.2403, 0.252, 0.2527, 0.2178, 0.1997, 0.1734, 0.2452, 0.2298, 0.202, 0.1222, 0.0346, 0.0, 0.0842, 0.0451, 0.1019, 0.1019, 0.0997, 0.0715, 0.0903, 0.056, 0.0827, 0.1192, 0.3449, 0.6266, 0.6803, 0.7334, 0.8172, 0.7405, 0.7811, 0.6408, 0.6055, 0.6487, 0.6202, 0.5837, 0.6969, 0.7375, 0.7206, 0.8052, 0.9771, 0.7932, 0.8518, 1.1395, 1.1012, 1.0782, 1.1613, 0.9537, 0.8545, 0.8217, 0.9733, 1.2147, 1.3934, 1.3934, 1.3926, 1.4596, 1.6378, 1.7104, 1.6055, 1.6852, 1.566, 1.4693, 1.1354, 1.3618, 1.132, 1.1297, 1.1809, 1.1756, 1.3009, 1.1083, 1.0568, 1.1267, 1.1267, 1.1933, 1.1756, 1.0158, 0.9015, 0.8545, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038677639037087759", "ticker_idx": 1, "ts": "2026-03-30T18:00:00+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RGTI - Insiders dumping shares while retail holds the bag.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Overrated (short): IONQ, RGTI, TE on hype vs fundamentals; Underrated (long): ONDS, RKLB, KTOS on real revenue/backlog/defense funding.", "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": "original", "lang": "en", "tweet_text": "Most overrated vs underrated stocks right now:\n\nOVERRATED:\n• $IONQ - $8B market cap. $43M revenue. Science project, not a business.\n• $RGTI - Insiders dumping shares while retail holds the bag.\n• $TE - Great thesis, but so many hazards right now.\n\nUNDERRATED:\n• $ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.\n• $RKLB - $2B backlog at a 32% discount from ATH.\n• $KTOS - The drone prime that defense budgets are actually funding.\n\nThe gap between hype and fundamentals has never been wider.\n\nAgree or disagree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.032558146411929556, "ret_signed_m1d": -0.032558146411929556, "alpha_spy_m1d": -0.029203539964539615, "alpha_c_m1d": -0.01357772269790547, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.018980423714024086, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08837212225070101, "ret_signed_p1d": -0.08837212225070101, "alpha_spy_p1d": -0.05930425646594384, "alpha_c_p1d": -0.046019231962267426, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.04235289028843359, "ret_p1w": 0.10077521156415159, "ret_signed_p1w": -0.10077521156415159, "alpha_spy_p1w": -0.05811492005374119, "alpha_c_p1w": -0.02799092981871487, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.07278428174543672, "ret_p1m": 0.27054262591643297, "ret_signed_p1m": -0.27054262591643297, "alpha_spy_p1m": -0.14439741682118412, "alpha_c_p1m": -0.032503320694466487, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.23803930522196648, "ret_p3m": 0.427131813319356, "ret_signed_p3m": -0.427131813319356, "alpha_spy_p3m": -0.2622161844068991, "alpha_c_p3m": 0.02220219108293131, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.4493340044022873, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27054262591643297, "alpha_spy_stated": -0.14439741682118412, "alpha_c_stated": -0.032503320694466487, "price_path": [0.7171, 0.7171, 0.8295, 0.9388, 0.9674, 0.9543, 0.9574, 0.9163, 0.9791, 0.8969, 0.9938, 0.9147, 0.986, 0.986, 0.9372, 0.8349, 0.9349, 0.8178, 0.6868, 0.7295, 0.7062, 0.5388, 0.4085, 0.3729, 0.4116, 0.3326, 0.1609, 0.3729, 0.3636, 0.3155, 0.2736, 0.162, 0.2473, 0.2473, 0.2085, 0.2543, 0.2868, 0.2341, 0.2419, 0.2775, 0.3667, 0.445, 0.3504, 0.3713, 0.3147, 0.3767, 0.3155, 0.3186, 0.3643, 0.3171, 0.3132, 0.2457, 0.2535, 0.2512, 0.2574, 0.2147, 0.1946, 0.1535, 0.231, 0.2093, 0.1736, 0.1171, 0.0326, 0.0, 0.0884, 0.0465, 0.1, 0.1, 0.1008, 0.0729, 0.1264, 0.1093, 0.138, 0.1729, 0.3078, 0.4814, 0.5078, 0.5357, 0.5225, 0.4147, 0.4248, 0.307, 0.2876, 0.3109, 0.2705, 0.2465, 0.3527, 0.3566, 0.3721, 0.4163, 0.5574, 0.4217, 0.4682, 0.5899, 0.4783, 0.4275, 0.4938, 0.3837, 0.2884, 0.2372, 0.3085, 0.7085, 1.0481, 1.0481, 0.943, 0.9085, 1.0953, 0.9798, 0.9868, 1.0837, 0.8678, 0.8729, 0.6031, 0.6872, 0.5264, 0.5074, 0.5992, 0.6264, 0.7597, 0.6, 0.5694, 0.6558, 0.6558, 0.6574, 0.6496, 0.514, 0.4271, 0.4233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038677639037087759", "ticker_idx": 2, "ts": "2026-03-30T18:00:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE - Great thesis, but so many hazards right now.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Overrated (short): IONQ, RGTI, TE on hype vs fundamentals; Underrated (long): ONDS, RKLB, KTOS on real revenue/backlog/defense funding.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Most overrated vs underrated stocks right now:\n\nOVERRATED:\n• $IONQ - $8B market cap. $43M revenue. Science project, not a business.\n• $RGTI - Insiders dumping shares while retail holds the bag.\n• $TE - Great thesis, but so many hazards right now.\n\nUNDERRATED:\n• $ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.\n• $RKLB - $2B backlog at a 32% discount from ATH.\n• $KTOS - The drone prime that defense budgets are actually funding.\n\nThe gap between hype and fundamentals has never been wider.\n\nAgree or disagree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.024911093625196168, "ret_signed_m1d": -0.024911093625196168, "alpha_spy_m1d": -0.021556487177806227, "alpha_c_m1d": -0.008373162856110339, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.21886121781497603, "ret_signed_p1d": 0.21886121781497603, "alpha_spy_p1d": 0.2479290835997332, "alpha_c_p1d": 0.2515539141270864, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": -0.2793593819918795, "ret_signed_p1w": 0.2793593819918795, "alpha_spy_p1w": 0.3220196735022899, "alpha_c_p1w": 0.3304417627108257, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": -0.1281138442799139, "ret_signed_p1m": 0.1281138442799139, "alpha_spy_p1m": 0.25425905337516275, "alpha_c_p1m": 0.21987043952235563, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": 0.512455546812598, "ret_signed_p3m": -0.512455546812598, "alpha_spy_p3m": -0.34753991790014105, "alpha_c_p3m": -0.33390377462703347, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1281138442799139, "alpha_spy_stated": 0.25425905337516275, "alpha_c_stated": 0.21987043952235563, "price_path": [0.1886, 0.1886, 0.395, 0.4591, 0.3612, 0.2954, 0.2117, 0.2349, 0.2829, 0.3986, 0.3986, 0.3185, 0.4537, 0.4537, 0.4733, 0.3915, 0.4893, 0.5125, 0.4484, 0.6228, 0.6886, 0.5801, 0.4822, 0.5409, 0.6174, 0.3754, 0.2936, 0.4715, 0.3594, 0.3363, 0.2189, 0.105, 0.089, 0.089, 0.1459, 0.1495, 0.1228, 0.105, 0.1192, 0.2616, 0.2847, 0.2972, 0.0961, 0.2171, 0.1584, 0.2633, 0.2117, 0.1957, 0.274, 0.4199, 0.4484, 0.3772, 0.3559, 0.3737, 0.3861, 0.3043, 0.3719, 0.1744, 0.2171, 0.1762, 0.1886, 0.1174, 0.0249, 0.0, -0.2189, -0.2028, -0.2544, -0.2544, -0.2794, -0.3007, -0.258, -0.2562, -0.1655, -0.0907, -0.1352, -0.0498, -0.1121, -0.105, -0.1139, -0.0943, -0.0409, -0.0409, -0.0587, -0.0552, -0.1281, -0.1299, -0.1459, -0.0836, -0.0925, -0.0498, -0.0623, -0.0836, 0.0961, 0.0747, 0.0409, -0.0018, 0.0196, 0.0089, 0.2456, 0.2242, 0.548, 0.5516, 0.4377, 0.4377, 0.8594, 0.9502, 0.9253, 0.879, 0.8523, 1.1423, 1.0463, 1.0747, 0.6779, 0.6246, 0.5053, 0.3754, 0.5071, 0.5125, 0.5872, 0.5356, 0.6085, 0.6637, 0.6637, 0.8505, 0.6441, 0.5178, 0.5125, 0.4609, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038677639037087759", "ticker_idx": 3, "ts": "2026-03-30T18:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Overrated (short): IONQ, RGTI, TE on hype vs fundamentals; Underrated (long): ONDS, RKLB, KTOS on real revenue/backlog/defense funding.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Most overrated vs underrated stocks right now:\n\nOVERRATED:\n• $IONQ - $8B market cap. $43M revenue. Science project, not a business.\n• $RGTI - Insiders dumping shares while retail holds the bag.\n• $TE - Great thesis, but so many hazards right now.\n\nUNDERRATED:\n• $ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.\n• $RKLB - $2B backlog at a 32% discount from ATH.\n• $KTOS - The drone prime that defense budgets are actually funding.\n\nThe gap between hype and fundamentals has never been wider.\n\nAgree or disagree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07975467516915136, "ret_signed_m1d": 0.07975467516915136, "alpha_spy_m1d": 0.07640006872176142, "alpha_c_m1d": 0.07640006872176142, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10920250122456476, "ret_signed_p1d": 0.10920250122456476, "alpha_spy_p1d": 0.08013463543980759, "alpha_c_p1d": 0.08013463543980759, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.16809827035065017, "ret_signed_p1w": 0.16809827035065017, "alpha_spy_p1w": 0.12543797884023977, "alpha_c_p1w": 0.12543797884023977, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": 0.28588957457230335, "ret_signed_p1m": 0.28588957457230335, "alpha_spy_p1m": 0.1597443654770545, "alpha_c_p1m": 0.1597443654770545, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.05828214110776475, "ret_signed_p3m": -0.05828214110776475, "alpha_spy_p3m": -0.22319777002022168, "alpha_c_p3m": -0.22319777002022168, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28588957457230335, "alpha_spy_stated": 0.1597443654770545, "alpha_c_stated": 0.1597443654770545, "price_path": [0.1975, 0.1975, 0.3521, 0.5374, 0.5755, 0.4945, 0.719, 0.6798, 0.6184, 0.7043, 0.6638, 0.573, 0.492, 0.492, 0.611, 0.5399, 0.5485, 0.4933, 0.3693, 0.5043, 0.5055, 0.3828, 0.2712, 0.3055, 0.3963, 0.1877, 0.0405, 0.189, 0.2687, 0.1877, 0.1325, 0.1006, 0.1423, 0.1423, 0.2331, 0.3583, 0.3975, 0.2307, 0.2503, 0.2761, 0.2638, 0.2822, 0.2368, 0.3092, 0.2294, 0.2896, 0.2871, 0.2061, 0.1926, 0.2282, 0.2061, 0.2675, 0.2466, 0.292, 0.384, 0.3288, 0.319, 0.2344, 0.3374, 0.3104, 0.265, 0.1583, 0.0798, 0.0, 0.1092, 0.081, 0.1779, 0.1779, 0.1681, 0.1693, 0.1595, 0.1215, 0.1202, 0.162, 0.1534, 0.2307, 0.2515, 0.227, 0.3166, 0.3337, 0.3571, 0.2933, 0.2945, 0.3436, 0.2859, 0.1644, 0.2319, 0.2663, 0.1939, 0.1448, 0.146, 0.0908, 0.1117, 0.1558, 0.1092, 0.0871, 0.3755, 0.3031, 0.1902, 0.1196, 0.1485, 0.1264, 0.1117, 0.1117, 0.1988, 0.3252, 0.6258, 0.6221, 0.6515, 0.6663, 0.4245, 0.4687, 0.2798, 0.2638, 0.184, 0.1423, 0.2061, 0.1448, 0.1669, 0.1301, 0.119, 0.1374, 0.1374, 0.0908, 0.0466, -0.0577, -0.0583, -0.0393, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038677639037087759", "ticker_idx": 4, "ts": "2026-03-30T18:00:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB - $2B backlog at a 32% discount from ATH.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Overrated (short): IONQ, RGTI, TE on hype vs fundamentals; Underrated (long): ONDS, RKLB, KTOS on real revenue/backlog/defense funding.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Most overrated vs underrated stocks right now:\n\nOVERRATED:\n• $IONQ - $8B market cap. $43M revenue. Science project, not a business.\n• $RGTI - Insiders dumping shares while retail holds the bag.\n• $TE - Great thesis, but so many hazards right now.\n\nUNDERRATED:\n• $ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.\n• $RKLB - $2B backlog at a 32% discount from ATH.\n• $KTOS - The drone prime that defense budgets are actually funding.\n\nThe gap between hype and fundamentals has never been wider.\n\nAgree or disagree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06186823232795646, "ret_signed_m1d": 0.06186823232795646, "alpha_spy_m1d": 0.05851362588056652, "alpha_c_m1d": 0.045330301558870634, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11920529845351857, "ret_signed_p1d": 0.11920529845351857, "alpha_spy_p1d": 0.0901374326687614, "alpha_c_p1d": 0.08651260214140821, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.17933072341032075, "ret_signed_p1w": 0.17933072341032075, "alpha_spy_p1w": 0.13667043189991035, "alpha_c_p1w": 0.12824834269137453, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.36964090057435195, "ret_signed_p1m": 0.36964090057435195, "alpha_spy_p1m": 0.2434956914791031, "alpha_c_p1m": 0.2778843053319102, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": 0.4062391240742562, "ret_signed_p3m": 0.4062391240742562, "alpha_spy_p3m": 0.2413234951617993, "alpha_c_p3m": 0.2276873518886917, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36964090057435195, "alpha_spy_stated": 0.2434956914791031, "alpha_c_stated": 0.2778843053319102, "price_path": [0.2158, 0.2158, 0.3243, 0.3618, 0.4993, 0.4653, 0.4479, 0.4787, 0.5319, 0.5089, 0.5999, 0.5817, 0.6783, 0.6783, 0.5539, 0.5305, 0.5333, 0.5493, 0.4026, 0.5162, 0.5436, 0.4932, 0.3954, 0.2923, 0.4163, 0.2741, 0.1558, 0.2604, 0.3217, 0.2553, 0.2133, 0.1504, 0.1753, 0.1753, 0.218, 0.297, 0.3346, 0.2349, 0.2236, 0.2194, 0.2234, 0.2661, 0.2043, 0.2368, 0.2222, 0.2532, 0.2199, 0.2219, 0.2457, 0.2013, 0.2541, 0.1915, 0.1922, 0.2428, 0.3696, 0.2109, 0.2536, 0.1717, 0.1851, 0.1514, 0.2701, 0.1492, 0.0619, 0.0, 0.1192, 0.1419, 0.1804, 0.1804, 0.1793, 0.1558, 0.2039, 0.1631, 0.186, 0.2307, 0.2586, 0.2827, 0.4453, 0.4779, 0.5591, 0.5099, 0.5692, 0.4744, 0.3886, 0.4341, 0.3696, 0.3423, 0.438, 0.3735, 0.3996, 0.3726, 0.4753, 0.3695, 0.8381, 1.0451, 1.0488, 1.1636, 1.31, 1.1745, 1.2858, 1.2187, 1.3402, 1.1863, 1.366, 1.366, 1.4956, 1.6182, 1.5798, 1.5005, 1.133, 1.1492, 0.999, 1.0904, 0.9184, 0.9807, 0.8862, 0.8308, 1.0003, 0.7844, 0.904, 0.8235, 0.8818, 0.8689, 0.8689, 0.7478, 0.6577, 0.4885, 0.4062, 0.4733, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038677639037087759", "ticker_idx": 5, "ts": "2026-03-30T18:00:00+00:00", "symbol": "KTOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KTOS - The drone prime that defense budgets are actually funding.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Overrated (short): IONQ, RGTI, TE on hype vs fundamentals; Underrated (long): ONDS, RKLB, KTOS on real revenue/backlog/defense funding.", "resolved_tickers": ["KTOS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Most overrated vs underrated stocks right now:\n\nOVERRATED:\n• $IONQ - $8B market cap. $43M revenue. Science project, not a business.\n• $RGTI - Insiders dumping shares while retail holds the bag.\n• $TE - Great thesis, but so many hazards right now.\n\nUNDERRATED:\n• $ONDS - $375M revenue guide. Nobody is mapping the ecosystem being built.\n• $RKLB - $2B backlog at a 32% discount from ATH.\n• $KTOS - The drone prime that defense budgets are actually funding.\n\nThe gap between hype and fundamentals has never been wider.\n\nAgree or disagree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1020221168297808, "ret_signed_m1d": 0.1020221168297808, "alpha_spy_m1d": 0.09866751038239086, "alpha_c_m1d": 0.08548418606069497, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08011647449038017, "ret_signed_p1d": 0.08011647449038017, "alpha_spy_p1d": 0.051048608705623, "alpha_c_p1d": 0.047423778178269815, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.13495707296777382, "ret_signed_p1w": 0.13495707296777382, "alpha_spy_p1w": 0.09229678145736342, "alpha_c_p1w": 0.0838746922488276, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": -0.055453416047440585, "ret_signed_p1m": -0.055453416047440585, "alpha_spy_p1m": -0.18159862514268943, "alpha_c_p1m": -0.14721001128988231, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": -0.29044116787706953, "ret_signed_p3m": -0.29044116787706953, "alpha_spy_p3m": -0.45535679678952645, "alpha_c_p3m": -0.46899294006263403, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.055453416047440585, "alpha_spy_stated": -0.18159862514268943, "alpha_c_stated": -0.14721001128988231, "price_path": [0.1628, 0.1628, 0.2146, 0.3776, 0.4082, 0.4007, 0.5938, 0.7417, 0.8055, 0.8339, 0.8612, 0.9081, 1.0025, 1.0025, 0.9712, 0.8473, 0.744, 0.691, 0.7053, 0.8085, 0.7259, 0.6569, 0.578, 0.473, 0.5835, 0.3991, 0.3059, 0.4462, 0.5136, 0.432, 0.3447, 0.3335, 0.3643, 0.3643, 0.4089, 0.4891, 0.6187, 0.4718, 0.4447, 0.3891, 0.3516, 0.4115, 0.3202, 0.3897, 0.3626, 0.3653, 0.3104, 0.3327, 0.4165, 0.3627, 0.3621, 0.3704, 0.3408, 0.3715, 0.46, 0.4252, 0.4213, 0.2963, 0.282, 0.187, 0.2252, 0.1621, 0.102, 0.0, 0.0801, 0.0371, 0.0311, 0.0311, 0.135, 0.1023, 0.1406, 0.0467, 0.0775, 0.1267, 0.1284, 0.1437, 0.1399, 0.0875, 0.0697, 0.0501, 0.051, 0.0037, -0.0616, -0.0325, -0.0555, -0.0876, -0.0342, -0.0495, -0.0513, -0.0915, -0.0576, -0.1268, -0.1132, -0.127, -0.1218, -0.1959, -0.1598, -0.2021, -0.1694, -0.1809, -0.1449, -0.1625, -0.1394, -0.1394, -0.1299, -0.1222, -0.0014, -0.0176, -0.0274, -0.0308, -0.1049, -0.0288, -0.1036, -0.1157, -0.1392, -0.1602, -0.0996, -0.1153, -0.1265, -0.1369, -0.1397, -0.1696, -0.1696, -0.2174, -0.2218, -0.2655, -0.2904, -0.2768, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1997358198643163259", "ticker_idx": 0, "ts": "2025-12-06T17:31:18+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS i'm looking to accumulate more", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Looking to accumulate more ONDS and seeking entry in PATH.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Doing some more research on some names this weekend.\n\n$ONDS i’m looking to accumulate more.\n\n$PATH really appeals to me. Looking for entry.\n\nFeel free to drop any other names into the comments.\n\nIn the meantime… https://t.co/3DN92cb4rR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005543152386152217, "ret_signed_m1d": 0.005543152386152217, "alpha_spy_m1d": 0.0025298908124884445, "alpha_c_m1d": 0.0025298908124884445, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023281493771090345, "ret_signed_p1d": 0.023281493771090345, "alpha_spy_p1d": 0.024144611865324128, "alpha_c_p1d": 0.024144611865324128, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.14745014778779286, "ret_signed_p1w": -0.14745014778779286, "alpha_spy_p1w": -0.1432080141757075, "alpha_c_p1w": -0.1432080141757075, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": 0.4235032706163866, "ret_signed_p1m": 0.4235032706163866, "alpha_spy_p1m": 0.40854750811933593, "alpha_c_p1m": 0.40854750811933593, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": 0.1629710907707591, "ret_signed_p3m": 0.1629710907707591, "alpha_spy_p3m": 0.1634199337847192, "alpha_c_p3m": 0.1634199337847192, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.0004488430139600874, "ret_p6m": 0.5055431523861522, "ret_signed_p6m": 0.5055431523861522, "alpha_spy_p6m": 0.3881331656200895, "alpha_c_p6m": 0.3881331656200895, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4235032706163866, "alpha_spy_stated": 0.40854750811933593, "alpha_c_stated": 0.40854750811933593, "price_path": [-0.3836, -0.2882, -0.2727, -0.2927, -0.3248, -0.3237, -0.2683, -0.255, -0.1951, -0.1264, -0.1851, -0.1408, -0.1508, -0.1275, -0.1441, -0.1896, 0.0211, 0.0987, 0.1818, 0.2295, 0.2483, 0.163, 0.0222, 0.1984, 0.1541, 0.0543, -0.0909, -0.1563, -0.1386, -0.2029, -0.2528, -0.2173, -0.1729, -0.1652, -0.2472, -0.2517, -0.3027, -0.286, -0.3182, -0.3392, -0.3348, -0.418, -0.3559, -0.3481, -0.357, -0.3891, -0.2727, -0.204, -0.3065, -0.1308, -0.1685, -0.3049, -0.2533, -0.0333, -0.0643, -0.0865, -0.0865, -0.1242, -0.1596, -0.1053, -0.0111, 0.0188, 0.0055, 0.0, 0.0233, -0.0771, 0.0, -0.0299, -0.1475, -0.1031, -0.1829, -0.1353, 0.0222, 0.0277, -0.0067, 0.0122, 0.0122, -0.0599, -0.0621, -0.0033, 0.082, 0.082, 0.2217, 0.3891, 0.4235, 0.3503, 0.5532, 0.5177, 0.4623, 0.5399, 0.5033, 0.4213, 0.3481, 0.3481, 0.4557, 0.3914, 0.3991, 0.3492, 0.2373, 0.3592, 0.3603, 0.2494, 0.1486, 0.1796, 0.2616, 0.0732, -0.0599, 0.0743, 0.1463, 0.0732, 0.0233, -0.0055, 0.0322, 0.0322, 0.1142, 0.2273, 0.2627, 0.112, 0.1297, 0.153, 0.1419, 0.1585, 0.1175, 0.1829, 0.1109, 0.1652, 0.163, 0.0898, 0.0776, 0.1098, 0.0898, 0.1452, 0.1264, 0.1674, 0.2506, 0.2007, 0.1918, 0.1153, 0.2084, 0.184, 0.143, 0.0466, -0.0244, -0.0965, 0.0022, -0.0233, 0.0643, 0.0643, 0.0554, 0.0565, 0.0477, 0.0133, 0.0122, 0.0499, 0.0421, 0.112, 0.1308, 0.1086, 0.1896, 0.2051, 0.2262, 0.1685, 0.1696, 0.214, 0.1619, 0.0521, 0.1131, 0.1441, 0.0787, 0.0344, 0.0355, -0.0144, 0.0044, 0.0443, 0.0022, -0.0177, 0.2428, 0.1774, 0.0754, 0.0116, 0.0377, 0.0177, 0.0044, 0.0044, 0.0831, 0.1973, 0.469, 0.4656, 0.4922, 0.5055]}
{"unit_id": "orig:1997358198643163259", "ticker_idx": 1, "ts": "2025-12-06T17:31:18+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PATH really appeals to me. Looking for entry", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Looking to accumulate more ONDS and seeking entry in PATH.", "resolved_tickers": ["PATH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Doing some more research on some names this weekend.\n\n$ONDS i’m looking to accumulate more.\n\n$PATH really appeals to me. Looking for entry.\n\nFeel free to drop any other names into the comments.\n\nIn the meantime… https://t.co/3DN92cb4rR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.032141047683120316, "ret_signed_m1d": -0.032141047683120316, "alpha_spy_m1d": -0.03515430925678409, "alpha_c_m1d": -0.03515430925678409, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016070573280350775, "ret_signed_p1d": -0.016070573280350775, "alpha_spy_p1d": -0.015207455186116992, "alpha_c_p1d": -0.015207455186116992, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.1622602861358997, "ret_signed_p1w": -0.1622602861358997, "alpha_spy_p1w": -0.15801815252381435, "alpha_c_p1w": -0.15801815252381435, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": -0.10160709687906755, "ret_signed_p1m": -0.10160709687906755, "alpha_spy_p1m": -0.11656285937611821, "alpha_c_p1m": -0.11656285937611821, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": -0.4012441864926105, "ret_signed_p3m": -0.4012441864926105, "alpha_spy_p3m": -0.4007953434786504, "alpha_c_p3m": -0.4007953434786504, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.0004488430139600874, "ret_p6m": -0.36858477308979387, "ret_signed_p6m": -0.36858477308979387, "alpha_spy_p6m": -0.4859947598558566, "alpha_c_p6m": -0.4859947598558566, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10160709687906755, "alpha_spy_stated": -0.11656285937611821, "alpha_c_stated": -0.11656285937611821, "price_path": [-0.3981, -0.394, -0.409, -0.3992, -0.4002, -0.3872, -0.3701, -0.3847, -0.3188, -0.3504, -0.3613, -0.3707, -0.367, -0.3489, -0.3064, -0.3266, -0.339, -0.3313, -0.2473, -0.2317, -0.1923, -0.0404, -0.1161, -0.1115, -0.1457, -0.1348, -0.1742, -0.1996, -0.1742, -0.156, -0.2208, -0.1996, -0.1457, -0.0985, -0.1623, -0.1597, -0.1773, -0.1778, -0.1773, -0.2602, -0.2457, -0.267, -0.2587, -0.2639, -0.2551, -0.2613, -0.2696, -0.2727, -0.2991, -0.2877, -0.3012, -0.3401, -0.3256, -0.31, -0.2945, -0.2955, -0.2955, -0.2815, -0.268, -0.2587, -0.2297, -0.042, -0.0321, 0.0, -0.0161, -0.0311, -0.0653, -0.0969, -0.1623, -0.1659, -0.1726, -0.1737, -0.1643, -0.1343, -0.1726, -0.1104, -0.1104, -0.127, -0.1265, -0.1358, -0.1503, -0.1503, -0.1768, -0.169, -0.1016, -0.0752, -0.1249, -0.154, -0.1063, -0.1721, -0.2032, -0.2333, -0.2566, -0.2566, -0.2551, -0.2639, -0.2146, -0.2328, -0.2271, -0.2556, -0.2685, -0.3131, -0.3473, -0.3499, -0.3701, -0.3608, -0.3738, -0.3318, -0.3261, -0.3287, -0.394, -0.4204, -0.4132, -0.4132, -0.4329, -0.4246, -0.4189, -0.4401, -0.4728, -0.4764, -0.4847, -0.4448, -0.4438, -0.4453, -0.4277, -0.4261, -0.4012, -0.3852, -0.3795, -0.3992, -0.3582, -0.4106, -0.3997, -0.4002, -0.379, -0.3546, -0.3655, -0.3748, -0.3712, -0.4261, -0.4334, -0.4277, -0.4458, -0.4365, -0.4246, -0.4287, -0.4173, -0.4173, -0.422, -0.4323, -0.4614, -0.4847, -0.5137, -0.4754, -0.4806, -0.45, -0.45, -0.4603, -0.4526, -0.4412, -0.4355, -0.4769, -0.4624, -0.4578, -0.4526, -0.4619, -0.466, -0.4469, -0.4386, -0.4453, -0.4557, -0.4334, -0.4406, -0.4474, -0.4811, -0.5091, -0.4987, -0.4676, -0.4484, -0.4531, -0.4417, -0.452, -0.4334, -0.4334, -0.4251, -0.4215, -0.3997, -0.3924, -0.3209, -0.3686]}
{"unit_id": "orig:2024876710320320717", "ticker_idx": 0, "ts": "2026-02-20T16:00:02+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am a bull.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long RKLB into earnings in 6 days; bull case on Electron reliability, defense revenue, Neutron progress, and raised PTs from BofA/Goldman.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB earnings in 6 days. \n\nHere's what I'm watching.  \n\nThe bull case is stacking:  \n1. 80 Electron missions completed — reliability proven 2. BofA raised PT to $120. Goldman raised to $69 \n3. Hypersonic HASTE program = recurring defense revenue \n4. Trading ~30% below ATH while fundamentals improved 5. Neutron tank testing progress — Archimedes engine firing ahead  \n\nThe bear case is real too:  \n— Still unprofitable. -$0.39 EPS TTM \n— P/E of -197x means you're paying for 2028+ \n— 22.7% decline in 30 days shows momentum has stalled \n— Neutron delays could crush the narrative  \n\nI am a bull. But I'm not pretending this is risk-free.  \n\nFeb 26 after close. Set your alerts.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08072256804168765, "ret_signed_m1d": 0.08072256804168765, "alpha_spy_m1d": 0.0879024931941742, "alpha_c_m1d": 0.08574438997066203, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.005021821928974379, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009173038671748901, "ret_signed_p1d": -0.009173038671748901, "alpha_spy_p1d": 0.0010383273670173665, "alpha_c_p1d": 0.004368795505825029, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.01354183417757393, "ret_p1w": -0.024837738090187966, "ret_signed_p1w": -0.024837738090187966, "alpha_spy_p1w": -0.01984802252551321, "alpha_c_p1w": -0.024329860887071564, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.0005078772031164025, "ret_p1m": -0.040361284020843824, "ret_signed_p1m": -0.040361284020843824, "alpha_spy_p1m": 0.006431272452770087, "alpha_c_p1m": 0.03706272610761929, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.07742401012846312, "ret_p3m": 0.8950042001506928, "ret_signed_p3m": 0.8950042001506928, "alpha_spy_p3m": 0.8169044359215172, "alpha_c_p3m": 0.9289729454499293, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": -0.033968745299236436, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.040361284020843824, "alpha_spy_stated": 0.006431272452770087, "alpha_c_stated": 0.03706272610761929, "price_path": [-0.3988, -0.4083, -0.4083, -0.4053, -0.4303, -0.4087, -0.3689, -0.3033, -0.3077, -0.2724, -0.246, -0.1883, -0.1034, -0.1322, -0.218, -0.2169, -0.2385, -0.1544, -0.0048, 0.0944, 0.0892, 0.0892, 0.0892, -0.003, -0.0104, -0.0058, -0.0155, -0.0155, 0.0724, 0.1027, 0.2141, 0.1866, 0.1725, 0.1974, 0.2405, 0.2218, 0.2955, 0.2808, 0.359, 0.359, 0.2583, 0.2393, 0.2416, 0.2546, 0.1358, 0.2278, 0.2499, 0.2091, 0.13, 0.0464, 0.1469, 0.0318, -0.0641, 0.0206, 0.0703, 0.0165, -0.0175, -0.0684, -0.0483, -0.0483, -0.0137, 0.0502, 0.0807, 0.0, -0.0092, -0.0126, -0.0093, 0.0253, -0.0248, 0.0016, -0.0103, 0.0148, -0.0121, -0.0106, 0.0087, -0.0272, 0.0155, -0.0351, -0.0346, 0.0064, 0.1091, -0.0195, 0.0151, -0.0512, -0.0404, -0.0676, 0.0285, -0.0694, -0.1401, -0.1902, -0.0937, -0.0754, -0.0442, -0.0442, -0.045, -0.0641, -0.0251, -0.0581, -0.0397, -0.0034, 0.0192, 0.0387, 0.1703, 0.1967, 0.2625, 0.2227, 0.2707, 0.1939, 0.1245, 0.1613, 0.1091, 0.0869, 0.1644, 0.1122, 0.1334, 0.1115, 0.1946, 0.1089, 0.4884, 0.6561, 0.659, 0.752, 0.8706, 0.7608, 0.851, 0.7966, 0.895, 0.7704, 0.9159, 0.9159, 1.0209, 1.1201, 1.089, 1.0248, 0.7272, 0.7403, 0.6187, 0.6928, 0.5535, 0.6039, 0.5274, 0.4825, 0.6198, 0.445, 0.5418, 0.4766, 0.5238, 0.5134, 0.5134, 0.4153, 0.3424, 0.2053, 0.1387, 0.1931, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061066132463727087", "ticker_idx": 0, "ts": "2026-05-31T12:43:53+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the reframe: this stopped being a lidar story. stereolabs (vision) + the argus counter-drone deal make it a defense-perception stack. rosenblatt just took the PT to $53. Roth to $75.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five physical-AI/robotics plays framed as long ideas: OUST (defense-perception stack), AEVA (OEM design wins vs tiny rev), AMBA (edge-AI silicon + profit swing), RIVN (robotaxi optionality), SERV (delivery robots, explosive growth).", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Blackrock's iShares just filed an actively-managed robotics fund. \n\nThe biggest asset managers in the world are chasing the robotics revolution.\n\nhere are 5 names fuelling the physical AI revolution👇 https://t.co/BvBLmuC5lG\n\n---\n\nT2/ $OUST - the lidar + perception layer.\n2025 revenue $169m (+52% yoy). q1 2026 revenue $49m, up 49% yoy, beat the $46m street number. gross margin 43%, up 200bps. shipped a record 8,300 lidar units. adjusted ebitda loss narrowed to -$7m.\n\nthe reframe: this stopped being a lidar story. stereolabs (vision) + the argus counter-drone deal make it a defense-perception stack. rosenblatt just took the PT to $53. Roth to $75.\n\n---\n\nT3/ $AEVA \nfmcw 4d lidar. measures velocity directly, not just distance.\nrecord q1 revenue $6.3m, up 85% yoy ($3.4m). but: gaap operating loss $35.1m, equity at a -$12.4m deficit. liquidity $224.5m ($99.5m cash + $125m facility). guiding ~$33m revenue for 2026.\nthe reframe: production-intent atlas sensors already delivered to daimler truck, plus integration work on nvidia's drive hyperion. tiny revenue, real OEM design wins. the gap between those two facts is the entire bet.\n\n---\n\nT4/ $AMBA\nThe edge-AI silicon a lot of robots actually run on.\nq1 fy27 revenue $100.4m, +16.9% yoy. non-gaap gross margin 59.9%. swung to a non-gaap profit of $5.0m (11c, beat 10c). q2 guide $105-111m. signed a long-term edge-AI deal with hanwha + a $50m buyback. https://t.co/tXEtJy1TW8\n\n---\n\nT5/ $RIVN\nThe robotaxi/autonomy angle people file under \"EV\" and miss.\nq1 revenue $1.38b (+11.4%). software & services revenue $473m at 38% gross margin - a genuine high-margin line growing inside a loss-making carmaker (adj ebitda -$472m).\n\nthe reframe: the uber deal contemplates up to 50,000 autonomous R2 robotaxis + $1.25b of uber investment through 2031, on an in-house autonomy processor (RAP1). that's the optionality the auto multiple ignores.\n\n---\n\nT6 - $SERV\n\n$SERV - sidewalk + healthcare delivery robots.\n\nq1 revenue $3.0m, up 578% yoy and 238% sequentially. ~2,000 robots across 44 cities. software now ~1/3 of revenue, ~half recurring. but: net loss $49m, ~$41m quarterly burn against $197m liquidity. 2026 guide just ~$26m. https://t.co/1jspPt44pY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02492764131487757, "ret_signed_m1d": 0.02492764131487757, "alpha_spy_m1d": 0.027643359566853376, "alpha_c_m1d": 0.049140911001396614, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.024213269686519046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024482494249936204, "ret_signed_p1d": 0.024482494249936204, "alpha_spy_p1d": 0.02312455445265993, "alpha_c_p1d": 0.01196708928188861, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.012515404968047594, "ret_p1w": -0.09014020052419192, "ret_signed_p1w": -0.09014020052419192, "alpha_spy_p1w": -0.06467017732958313, "alpha_c_p1w": -0.0309861377331051, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.059154062791086814, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5019, -0.5286, -0.5489, -0.5426, -0.5021, -0.4491, -0.4979, -0.5221, -0.5259, -0.5239, -0.5384, -0.5313, -0.5538, -0.5286, -0.5422, -0.55, -0.5702, -0.6069, -0.6299, -0.5911, -0.5856, -0.5662, -0.5662, -0.5702, -0.5698, -0.5491, -0.5542, -0.5395, -0.513, -0.4787, -0.456, -0.4621, -0.46, -0.3959, -0.3855, -0.3822, -0.4122, -0.3719, -0.4008, -0.4184, -0.4316, -0.4, -0.4113, -0.3735, -0.3635, -0.3458, -0.4545, -0.4391, -0.4035, -0.3968, -0.2395, -0.2241, -0.2241, -0.3158, -0.3385, -0.3129, -0.219, -0.1758, -0.1758, -0.0496, -0.0156, -0.0579, 0.0249, 0.0, 0.0245, -0.0216, 0.0481, -0.1168, -0.0901, -0.1427, -0.1456, -0.1184, -0.1142, 0.0056, -0.049, -0.0937, 0.0365, 0.0365, 0.0612, 0.0051, -0.0939, -0.0692, -0.0648, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061066132463727087", "ticker_idx": 1, "ts": "2026-05-31T12:43:53+00:00", "symbol": "AEVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "tiny revenue, real OEM design wins. the gap between those two facts is the entire bet.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five physical-AI/robotics plays framed as long ideas: OUST (defense-perception stack), AEVA (OEM design wins vs tiny rev), AMBA (edge-AI silicon + profit swing), RIVN (robotaxi optionality), SERV (delivery robots, explosive growth).", "resolved_tickers": ["AEVA"], "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": "Blackrock's iShares just filed an actively-managed robotics fund. \n\nThe biggest asset managers in the world are chasing the robotics revolution.\n\nhere are 5 names fuelling the physical AI revolution👇 https://t.co/BvBLmuC5lG\n\n---\n\nT2/ $OUST - the lidar + perception layer.\n2025 revenue $169m (+52% yoy). q1 2026 revenue $49m, up 49% yoy, beat the $46m street number. gross margin 43%, up 200bps. shipped a record 8,300 lidar units. adjusted ebitda loss narrowed to -$7m.\n\nthe reframe: this stopped being a lidar story. stereolabs (vision) + the argus counter-drone deal make it a defense-perception stack. rosenblatt just took the PT to $53. Roth to $75.\n\n---\n\nT3/ $AEVA \nfmcw 4d lidar. measures velocity directly, not just distance.\nrecord q1 revenue $6.3m, up 85% yoy ($3.4m). but: gaap operating loss $35.1m, equity at a -$12.4m deficit. liquidity $224.5m ($99.5m cash + $125m facility). guiding ~$33m revenue for 2026.\nthe reframe: production-intent atlas sensors already delivered to daimler truck, plus integration work on nvidia's drive hyperion. tiny revenue, real OEM design wins. the gap between those two facts is the entire bet.\n\n---\n\nT4/ $AMBA\nThe edge-AI silicon a lot of robots actually run on.\nq1 fy27 revenue $100.4m, +16.9% yoy. non-gaap gross margin 59.9%. swung to a non-gaap profit of $5.0m (11c, beat 10c). q2 guide $105-111m. signed a long-term edge-AI deal with hanwha + a $50m buyback. https://t.co/tXEtJy1TW8\n\n---\n\nT5/ $RIVN\nThe robotaxi/autonomy angle people file under \"EV\" and miss.\nq1 revenue $1.38b (+11.4%). software & services revenue $473m at 38% gross margin - a genuine high-margin line growing inside a loss-making carmaker (adj ebitda -$472m).\n\nthe reframe: the uber deal contemplates up to 50,000 autonomous R2 robotaxis + $1.25b of uber investment through 2031, on an in-house autonomy processor (RAP1). that's the optionality the auto multiple ignores.\n\n---\n\nT6 - $SERV\n\n$SERV - sidewalk + healthcare delivery robots.\n\nq1 revenue $3.0m, up 578% yoy and 238% sequentially. ~2,000 robots across 44 cities. software now ~1/3 of revenue, ~half recurring. but: net loss $49m, ~$41m quarterly burn against $197m liquidity. 2026 guide just ~$26m. https://t.co/1jspPt44pY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013304597135520346, "ret_signed_m1d": 0.013304597135520346, "alpha_spy_m1d": 0.016020315387496153, "alpha_c_m1d": 0.016020315387496153, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.002715718251975807, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017978870198029906, "ret_signed_p1d": -0.0017978870198029906, "alpha_spy_p1d": -0.003155826817079266, "alpha_c_p1d": -0.003155826817079266, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.0013579397972762752, "ret_p1w": -0.1697230997481628, "ret_signed_p1w": -0.1697230997481628, "alpha_spy_p1w": -0.14425307655355402, "alpha_c_p1w": -0.14425307655355402, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.025470023194608782, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4603, -0.4577, -0.4905, -0.4693, -0.4175, -0.3991, -0.4498, -0.4549, -0.4408, -0.4365, -0.475, -0.4531, -0.4926, -0.447, -0.4441, -0.4513, -0.4894, -0.541, -0.5822, -0.5268, -0.5254, -0.5243, -0.5243, -0.5437, -0.5487, -0.5322, -0.5307, -0.52, -0.511, -0.4923, -0.4631, -0.4693, -0.4344, -0.4322, -0.4056, -0.4132, -0.443, -0.4186, -0.4218, -0.4387, -0.47, -0.425, -0.4074, -0.4344, -0.452, -0.4042, -0.5088, -0.512, -0.4416, -0.3136, -0.2715, -0.2366, -0.2638, -0.3006, -0.3168, -0.2409, -0.2273, -0.0895, -0.0895, 0.0115, 0.0532, -0.0708, 0.0133, 0.0, -0.0018, -0.0899, -0.1226, -0.1726, -0.1697, -0.2028, -0.1841, -0.1546, -0.105, -0.0338, -0.1395, -0.1553, -0.123, -0.123, -0.0913, -0.1535, -0.2794, -0.2754, -0.2488, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061066132463727087", "ticker_idx": 2, "ts": "2026-05-31T12:43:53+00:00", "symbol": "AMBA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The edge-AI silicon a lot of robots actually run on.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five physical-AI/robotics plays framed as long ideas: OUST (defense-perception stack), AEVA (OEM design wins vs tiny rev), AMBA (edge-AI silicon + profit swing), RIVN (robotaxi optionality), SERV (delivery robots, explosive growth).", "resolved_tickers": ["AMBA"], "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": "Blackrock's iShares just filed an actively-managed robotics fund. \n\nThe biggest asset managers in the world are chasing the robotics revolution.\n\nhere are 5 names fuelling the physical AI revolution👇 https://t.co/BvBLmuC5lG\n\n---\n\nT2/ $OUST - the lidar + perception layer.\n2025 revenue $169m (+52% yoy). q1 2026 revenue $49m, up 49% yoy, beat the $46m street number. gross margin 43%, up 200bps. shipped a record 8,300 lidar units. adjusted ebitda loss narrowed to -$7m.\n\nthe reframe: this stopped being a lidar story. stereolabs (vision) + the argus counter-drone deal make it a defense-perception stack. rosenblatt just took the PT to $53. Roth to $75.\n\n---\n\nT3/ $AEVA \nfmcw 4d lidar. measures velocity directly, not just distance.\nrecord q1 revenue $6.3m, up 85% yoy ($3.4m). but: gaap operating loss $35.1m, equity at a -$12.4m deficit. liquidity $224.5m ($99.5m cash + $125m facility). guiding ~$33m revenue for 2026.\nthe reframe: production-intent atlas sensors already delivered to daimler truck, plus integration work on nvidia's drive hyperion. tiny revenue, real OEM design wins. the gap between those two facts is the entire bet.\n\n---\n\nT4/ $AMBA\nThe edge-AI silicon a lot of robots actually run on.\nq1 fy27 revenue $100.4m, +16.9% yoy. non-gaap gross margin 59.9%. swung to a non-gaap profit of $5.0m (11c, beat 10c). q2 guide $105-111m. signed a long-term edge-AI deal with hanwha + a $50m buyback. https://t.co/tXEtJy1TW8\n\n---\n\nT5/ $RIVN\nThe robotaxi/autonomy angle people file under \"EV\" and miss.\nq1 revenue $1.38b (+11.4%). software & services revenue $473m at 38% gross margin - a genuine high-margin line growing inside a loss-making carmaker (adj ebitda -$472m).\n\nthe reframe: the uber deal contemplates up to 50,000 autonomous R2 robotaxis + $1.25b of uber investment through 2031, on an in-house autonomy processor (RAP1). that's the optionality the auto multiple ignores.\n\n---\n\nT6 - $SERV\n\n$SERV - sidewalk + healthcare delivery robots.\n\nq1 revenue $3.0m, up 578% yoy and 238% sequentially. ~2,000 robots across 44 cities. software now ~1/3 of revenue, ~half recurring. but: net loss $49m, ~$41m quarterly burn against $197m liquidity. 2026 guide just ~$26m. https://t.co/1jspPt44pY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0461212891267363, "ret_signed_m1d": -0.0461212891267363, "alpha_spy_m1d": -0.04340557087476049, "alpha_c_m1d": -0.031511452305227894, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.014609836821508404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03581338905839737, "ret_signed_p1d": 0.03581338905839737, "alpha_spy_p1d": 0.034455449261121096, "alpha_c_p1d": -0.004330775256225161, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.04014416431462253, "ret_p1w": -0.09184613607000769, "ret_signed_p1w": -0.09184613607000769, "alpha_spy_p1w": -0.06637611287539891, "alpha_c_p1w": -0.07596942385266348, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.015876712217344213, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2527, -0.2677, -0.3078, -0.2962, -0.2864, -0.2864, -0.3073, -0.309, -0.3077, -0.3037, -0.2869, -0.2618, -0.2861, -0.2787, -0.2794, -0.2852, -0.304, -0.333, -0.3571, -0.3197, -0.325, -0.3321, -0.3321, -0.326, -0.3262, -0.2959, -0.2964, -0.3025, -0.2824, -0.2573, -0.2449, -0.2425, -0.2305, -0.2166, -0.2073, -0.1902, -0.1894, -0.1163, -0.1429, -0.1575, -0.1286, -0.0908, -0.0543, -0.0654, -0.0173, -0.0025, -0.0185, 0.0083, 0.0535, 0.0333, 0.085, 0.071, 0.0726, 0.0424, 0.0135, 0.0969, 0.1053, 0.157, 0.157, 0.2366, 0.197, 0.2137, -0.0461, 0.0, 0.0358, -0.0247, -0.0478, -0.1606, -0.0918, -0.1311, -0.1723, -0.1304, -0.1043, -0.0731, -0.113, -0.1294, -0.0753, -0.0753, -0.0655, -0.1343, -0.1676, -0.1528, -0.1789, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061066132463727087", "ticker_idx": 3, "ts": "2026-05-31T12:43:53+00:00", "symbol": "RIVN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the reframe: the uber deal contemplates up to 50,000 autonomous R2 robotaxis + $1.25b of uber investment through 2031, on an in-house autonomy processor (RAP1). that's the optionality the auto multiple ignores.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five physical-AI/robotics plays framed as long ideas: OUST (defense-perception stack), AEVA (OEM design wins vs tiny rev), AMBA (edge-AI silicon + profit swing), RIVN (robotaxi optionality), SERV (delivery robots, explosive growth).", "resolved_tickers": ["RIVN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Blackrock's iShares just filed an actively-managed robotics fund. \n\nThe biggest asset managers in the world are chasing the robotics revolution.\n\nhere are 5 names fuelling the physical AI revolution👇 https://t.co/BvBLmuC5lG\n\n---\n\nT2/ $OUST - the lidar + perception layer.\n2025 revenue $169m (+52% yoy). q1 2026 revenue $49m, up 49% yoy, beat the $46m street number. gross margin 43%, up 200bps. shipped a record 8,300 lidar units. adjusted ebitda loss narrowed to -$7m.\n\nthe reframe: this stopped being a lidar story. stereolabs (vision) + the argus counter-drone deal make it a defense-perception stack. rosenblatt just took the PT to $53. Roth to $75.\n\n---\n\nT3/ $AEVA \nfmcw 4d lidar. measures velocity directly, not just distance.\nrecord q1 revenue $6.3m, up 85% yoy ($3.4m). but: gaap operating loss $35.1m, equity at a -$12.4m deficit. liquidity $224.5m ($99.5m cash + $125m facility). guiding ~$33m revenue for 2026.\nthe reframe: production-intent atlas sensors already delivered to daimler truck, plus integration work on nvidia's drive hyperion. tiny revenue, real OEM design wins. the gap between those two facts is the entire bet.\n\n---\n\nT4/ $AMBA\nThe edge-AI silicon a lot of robots actually run on.\nq1 fy27 revenue $100.4m, +16.9% yoy. non-gaap gross margin 59.9%. swung to a non-gaap profit of $5.0m (11c, beat 10c). q2 guide $105-111m. signed a long-term edge-AI deal with hanwha + a $50m buyback. https://t.co/tXEtJy1TW8\n\n---\n\nT5/ $RIVN\nThe robotaxi/autonomy angle people file under \"EV\" and miss.\nq1 revenue $1.38b (+11.4%). software & services revenue $473m at 38% gross margin - a genuine high-margin line growing inside a loss-making carmaker (adj ebitda -$472m).\n\nthe reframe: the uber deal contemplates up to 50,000 autonomous R2 robotaxis + $1.25b of uber investment through 2031, on an in-house autonomy processor (RAP1). that's the optionality the auto multiple ignores.\n\n---\n\nT6 - $SERV\n\n$SERV - sidewalk + healthcare delivery robots.\n\nq1 revenue $3.0m, up 578% yoy and 238% sequentially. ~2,000 robots across 44 cities. software now ~1/3 of revenue, ~half recurring. but: net loss $49m, ~$41m quarterly burn against $197m liquidity. 2026 guide just ~$26m. https://t.co/1jspPt44pY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.038348170892128275, "ret_signed_m1d": -0.038348170892128275, "alpha_spy_m1d": -0.03563245264015247, "alpha_c_m1d": -0.06102356391718189, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.022675393025053614, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02005900514950354, "ret_signed_p1d": 0.02005900514950354, "alpha_spy_p1d": 0.018701065352227264, "alpha_c_p1d": 0.025135589539027614, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": -0.005076584389524075, "ret_p1w": -0.006489711233056417, "ret_signed_p1w": -0.006489711233056417, "alpha_spy_p1w": 0.018980311961552365, "alpha_c_p1w": 0.01720097279767152, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.023690684030727938, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1198, -0.1038, -0.0932, -0.0637, -0.0242, -0.0177, -0.0973, -0.1233, -0.0956, -0.0667, -0.0838, -0.049, -0.1204, -0.0696, -0.0501, -0.0785, -0.1027, -0.1286, -0.1451, -0.1121, -0.1186, -0.0914, -0.0914, -0.0979, -0.1333, -0.1068, -0.1009, -0.0897, -0.0619, -0.0566, -0.0319, -0.0035, 0.0165, -0.0018, 0.0118, 0.0466, 0.0, -0.0254, -0.0136, -0.0478, -0.0525, -0.0324, -0.1139, -0.144, -0.1386, -0.1457, -0.1634, -0.1611, -0.1693, -0.177, -0.1581, -0.1434, -0.1864, -0.2124, -0.2389, -0.19, -0.1652, -0.1611, -0.1611, -0.151, -0.1327, -0.1032, -0.0383, 0.0, 0.0201, 0.0779, 0.069, -0.0354, -0.0065, -0.072, -0.1292, -0.0832, -0.0112, -0.0159, -0.0602, -0.0407, -0.0254, -0.0254, -0.1091, -0.1215, -0.1363, -0.1233, -0.0779, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061066132463727087", "ticker_idx": 4, "ts": "2026-05-31T12:43:53+00:00", "symbol": "SERV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sidewalk + healthcare delivery robots. q1 revenue $3.0m, up 578% yoy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Five physical-AI/robotics plays framed as long ideas: OUST (defense-perception stack), AEVA (OEM design wins vs tiny rev), AMBA (edge-AI silicon + profit swing), RIVN (robotaxi optionality), SERV (delivery robots, explosive growth).", "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": "Blackrock's iShares just filed an actively-managed robotics fund. \n\nThe biggest asset managers in the world are chasing the robotics revolution.\n\nhere are 5 names fuelling the physical AI revolution👇 https://t.co/BvBLmuC5lG\n\n---\n\nT2/ $OUST - the lidar + perception layer.\n2025 revenue $169m (+52% yoy). q1 2026 revenue $49m, up 49% yoy, beat the $46m street number. gross margin 43%, up 200bps. shipped a record 8,300 lidar units. adjusted ebitda loss narrowed to -$7m.\n\nthe reframe: this stopped being a lidar story. stereolabs (vision) + the argus counter-drone deal make it a defense-perception stack. rosenblatt just took the PT to $53. Roth to $75.\n\n---\n\nT3/ $AEVA \nfmcw 4d lidar. measures velocity directly, not just distance.\nrecord q1 revenue $6.3m, up 85% yoy ($3.4m). but: gaap operating loss $35.1m, equity at a -$12.4m deficit. liquidity $224.5m ($99.5m cash + $125m facility). guiding ~$33m revenue for 2026.\nthe reframe: production-intent atlas sensors already delivered to daimler truck, plus integration work on nvidia's drive hyperion. tiny revenue, real OEM design wins. the gap between those two facts is the entire bet.\n\n---\n\nT4/ $AMBA\nThe edge-AI silicon a lot of robots actually run on.\nq1 fy27 revenue $100.4m, +16.9% yoy. non-gaap gross margin 59.9%. swung to a non-gaap profit of $5.0m (11c, beat 10c). q2 guide $105-111m. signed a long-term edge-AI deal with hanwha + a $50m buyback. https://t.co/tXEtJy1TW8\n\n---\n\nT5/ $RIVN\nThe robotaxi/autonomy angle people file under \"EV\" and miss.\nq1 revenue $1.38b (+11.4%). software & services revenue $473m at 38% gross margin - a genuine high-margin line growing inside a loss-making carmaker (adj ebitda -$472m).\n\nthe reframe: the uber deal contemplates up to 50,000 autonomous R2 robotaxis + $1.25b of uber investment through 2031, on an in-house autonomy processor (RAP1). that's the optionality the auto multiple ignores.\n\n---\n\nT6 - $SERV\n\n$SERV - sidewalk + healthcare delivery robots.\n\nq1 revenue $3.0m, up 578% yoy and 238% sequentially. ~2,000 robots across 44 cities. software now ~1/3 of revenue, ~half recurring. but: net loss $49m, ~$41m quarterly burn against $197m liquidity. 2026 guide just ~$26m. https://t.co/1jspPt44pY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007430965420093583, "ret_signed_m1d": -0.007430965420093583, "alpha_spy_m1d": -0.0047152471681177754, "alpha_c_m1d": -0.011665316204877763, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.00423435078478418, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03715502957908945, "ret_signed_p1d": -0.03715502957908945, "alpha_spy_p1d": -0.038512969376365724, "alpha_c_p1d": -0.04753790187682272, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.01038287229773327, "ret_p1w": -0.19214436604247231, "ret_signed_p1w": -0.19214436604247231, "alpha_spy_p1w": -0.16667434284786353, "alpha_c_p1w": -0.19927898626093843, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": 0.0071346202184661145, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0446, 0.0276, 0.0021, 0.0074, 0.0265, 0.1306, 0.0196, -0.0318, 0.0456, 0.0212, 0.0011, -0.0308, -0.0594, 0.0011, -0.0212, -0.0106, -0.0361, -0.1168, -0.1794, -0.104, -0.1072, -0.103, -0.103, -0.1136, -0.1476, -0.1115, -0.1423, -0.1231, -0.0987, -0.0499, 0.0149, 0.0032, 0.0159, 0.0605, 0.034, 0.0425, -0.0106, -0.0212, 0.0499, 0.0011, -0.0456, 0.0011, -0.0021, -0.0074, -0.0297, 0.017, -0.035, -0.069, -0.0605, -0.0701, -0.0839, -0.0722, -0.1253, -0.1263, -0.1401, -0.1104, -0.0648, -0.0764, -0.0764, -0.0478, -0.0616, 0.0074, -0.0074, 0.0, -0.0372, -0.1253, -0.1067, -0.1773, -0.1921, -0.2633, -0.259, -0.2102, -0.2601, -0.2335, -0.3036, -0.2898, -0.258, -0.258, -0.2781, -0.3195, -0.3503, -0.3737, -0.362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052413354388410686", "ticker_idx": 0, "ts": "2026-05-07T15:40:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is now the only US-domiciled HBM producer. that's not a trend. that's a structural moat with a national security premium attached. but the floor is higher than it's ever been.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: sole US HBM producer with structural moat and national security premium; floor structurally higher despite near-term corrections.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "the parabolic move since 2023 isn't just \"AI demand.\"\n\nSamsung deliberately flooded supply in 2022-23 to inflict pain on Micron. Micron cut capex, idled fabs, survived.\n\nthen HBM changed the economics entirely. you can't flood HBM supply - yields are too complex.\n\n$MU is now the only US-domiciled HBM producer. that's not a trend. that's a structural moat with a national security premium attached.\n\nthe next correction will come. we saw a drop of 30% in march. \n\nbut the floor is higher than it's ever been.", "reply_text": null, "parent_text": null, "quoted_text": "A $10K investment in $MU at the IPO would be worth ~$4.6M today.\n\nGetting that return required surviving multiple 50%+ drawdowns along the way. https://t.co/m1U9LRlmPh", "parent_author": null, "ret_m1d": 0.030867763360708178, "ret_signed_m1d": 0.030867763360708178, "alpha_spy_m1d": 0.027792251167773285, "alpha_c_m1d": 0.01298212252318054, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15492629775807676, "ret_signed_p1d": 0.15492629775807676, "alpha_spy_p1d": 0.1466702007469085, "alpha_c_p1d": 0.10597239359853239, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.2000835159300407, "ret_signed_p1w": 0.2000835159300407, "alpha_spy_p1w": 0.17740657987926478, "alpha_c_p1w": 0.1292817144153382, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.3361737055833156, "ret_signed_p1m": 0.3361737055833156, "alpha_spy_p1m": 0.3280132974934864, "alpha_c_p1m": 0.28138750267085033, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3361737055833156, "alpha_spy_stated": 0.3280132974934864, "alpha_c_stated": 0.28138750267085033, "price_path": [-0.4072, -0.423, -0.3657, -0.3601, -0.3636, -0.3636, -0.382, -0.3493, -0.3548, -0.3381, -0.3493, -0.3538, -0.3368, -0.3576, -0.3625, -0.3621, -0.4131, -0.3805, -0.3862, -0.4276, -0.3982, -0.3769, -0.3528, -0.3734, -0.3413, -0.3171, -0.2863, -0.2862, -0.3132, -0.3463, -0.3749, -0.3886, -0.4094, -0.4505, -0.4478, -0.5023, -0.4775, -0.4311, -0.4336, -0.4336, -0.4158, -0.4161, -0.371, -0.3481, -0.3496, -0.3403, -0.2799, -0.2944, -0.2929, -0.2962, -0.3065, -0.305, -0.2461, -0.255, -0.2318, -0.1888, -0.2201, -0.1982, -0.2002, -0.1615, -0.1085, -0.0099, 0.0309, 0.0, 0.1549, 0.23, 0.1855, 0.2428, 0.2001, 0.1207, 0.054, 0.0806, 0.132, 0.1786, 0.1614, 0.1614, 0.3855, 0.4358, 0.4282, 0.5016, 0.6014, 0.6456, 0.6695, 0.5403, 0.3362, 0.468, 0.4473, 0.3793, 0.5401, 0.518, 0.6826, 0.5786, 0.6133, 0.7537, 0.7537, 0.8734, 0.6265, 0.6215, 0.8767, 0.7511, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050187677148877254", "ticker_idx": 0, "ts": "2026-05-01T12:16:47+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to begin accumulating now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author announces intent to begin accumulating RDDT following blowout earnings.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aleabitoreddit Would appreciate a read legend! I'm going to begin accumulating now.\n\nhttps://t.co/TRPRkbnVHy", "reply_text": null, "parent_text": "Wow, $RDDT just posted an absolute blowout quarter.\n\n-> $663M revenue (69% growth Y/Y) vs. ~$608M consensus.\n-> $1.01 EPS reported vs. $0.6 consensus (68.3% beat). \n-> 91.5% gross margins.\n-> Q1 GAAP net income was $204M. This is probably the most important figure for true https://t.co/LI89hVGSIk", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.11562950801311, "ret_signed_m1d": -0.11562950801311, "alpha_spy_m1d": -0.11286805943501699, "alpha_c_m1d": -0.11383037625982062, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.0017991317532893847, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015557494372588243, "ret_signed_p1d": 0.015557494372588243, "alpha_spy_p1d": 0.019220886519344726, "alpha_c_p1d": 0.020869366486059193, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.00531187211347095, "ret_p1w": -0.06415180772385476, "ret_signed_p1w": -0.06415180772385476, "alpha_spy_p1w": -0.08769999020821584, "alpha_c_p1w": -0.06603672476345368, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.0018849170395989212, "ret_p1m": 0.06829655614951302, "ret_signed_p1m": 0.06829655614951302, "alpha_spy_p1m": 0.01571907111326798, "alpha_c_p1m": 0.07780646788897061, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": -0.009509911739457588, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06829655614951302, "alpha_spy_stated": 0.01571907111326798, "alpha_c_stated": 0.07780646788897061, "price_path": [-0.0064, -0.0828, -0.0927, -0.1601, -0.1486, -0.0991, -0.1633, -0.2127, -0.1612, -0.1612, -0.1637, -0.1142, -0.1222, -0.098, -0.1443, -0.1466, -0.101, -0.0915, -0.1242, -0.1164, -0.1249, -0.1153, -0.133, -0.1627, -0.1659, -0.1943, -0.1764, -0.2056, -0.2049, -0.1591, -0.133, -0.1423, -0.1704, -0.16, -0.1533, -0.1824, -0.1613, -0.2356, -0.2681, -0.2544, -0.1912, -0.182, -0.1831, -0.1831, -0.169, -0.1522, -0.129, -0.1688, -0.1607, -0.1029, -0.0717, -0.0481, -0.0242, -0.0161, -0.0012, -0.058, -0.013, -0.0812, -0.0696, -0.0377, -0.1114, -0.1125, -0.1156, 0.0, 0.0156, 0.0309, 0.0005, -0.0152, -0.0642, -0.0419, -0.0849, -0.0742, -0.0611, -0.0499, -0.0443, -0.0697, -0.1187, -0.0988, -0.149, -0.149, -0.1312, -0.0738, 0.0073, 0.0572, 0.0683, 0.0159, 0.0181, 0.1047, 0.0419, 0.0279, 0.0699, 0.0344, 0.0407, -0.0263, 0.0925, 0.0535, -0.0032, 0.0509, 0.0509, 0.0238, -0.0051, -0.0346, -0.0508, 0.0028, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065082924643352873", "ticker_idx": 0, "ts": "2026-06-11T14:45:11+00:00", "symbol": "SATS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SATS is the cleanest pure place SpaceX activity proxy on the market. You're paying $33B for an unencumbered equity position in a company that is about to IPO at $1.75T.", "tweet_type": "analysis", "timeline": "months", "summary": "Long SATS: SpaceX stake alone worth 86% of market cap; AT&T cash leg clears debt, leaving a clean balance sheet ahead of SpaceX IPO at ~$1.75T.", "resolved_tickers": ["SATS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The SpaceX stake math is right. $SATS is the cleanest pure place SpaceX activity proxy on the market. It's SpaceX stake alone is worth 86% of the company's market cap. \n\nAlso, the $22.65B AT&T cash leg retires most of the $24.56B debt load. Once that closes, the >2% SpaceX stake sits on a near-clean balance sheet. You're paying $33B for an unencumbered equity position in a company that is about to IPO at $1.75T. \n\n $SATS\n\n---\n\nFull breakdown here:", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10060100310487108, "ret_signed_m1d": -0.10060100310487108, "alpha_spy_m1d": -0.08388821985282235, "alpha_c_m1d": -0.09070085600773192, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.009900147097139156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10965427703376673, "ret_signed_p1d": -0.10965427703376673, "alpha_spy_p1d": -0.11506252493529612, "alpha_c_p1d": -0.10546233945245687, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": -0.004191937581309868, "ret_p1w": -0.14797475994173248, "ret_signed_p1w": -0.14797475994173248, "alpha_spy_p1w": -0.1627542961216868, "alpha_c_p1w": -0.12416093316541399, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": -0.023813826776318492, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1077, -0.1238, -0.1591, -0.1484, -0.1427, -0.1455, -0.1349, -0.0707, -0.1306, -0.1008, -0.1241, -0.0863, -0.0588, 0.0043, 0.0043, -0.0092, -0.0262, -0.0414, -0.0627, 0.0036, -0.0201, 0.0183, 0.0254, 0.0341, 0.0396, 0.0545, -0.0333, -0.045, -0.0516, -0.083, -0.0507, -0.0346, -0.0652, -0.0389, -0.0386, -0.0608, -0.0842, -0.0186, -0.043, -0.0076, 0.0079, 0.0098, 0.0398, 0.0545, 0.071, 0.0649, 0.0655, 0.1067, 0.0024, -0.0307, -0.0307, -0.0391, -0.0443, 0.0229, 0.0085, -0.0055, -0.0357, -0.0563, -0.0272, -0.0925, -0.0898, -0.0887, -0.1006, 0.0, -0.1097, -0.0801, -0.0559, -0.1282, -0.148, -0.148, -0.1696, -0.189, -0.2206, -0.2415, -0.2399, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046612424317427733", "ticker_idx": 0, "ts": "2026-04-21T15:30:00+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASST — 42% ... This is the highest amplification Bitcoin vehicle", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Portfolio update: long ASST 42%, POET 15%, IREN 15%, OUST 15%, HIMS 13% with full theses on each position.", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "original", "lang": "en", "tweet_text": "OFFICIAL PORTFOLIO UPDATE\n\n5 positions. April 2026 Portfolio Update. 👇\n\n$ASST $POET $OUST $IREN $HIMS\n\n🔵 $ASST — 42% \n\nThis is the highest amplification Bitcoin vehicle. Unlike traditional proxies, $ASST utilizes $SATA (Strive Asset Treasury Architecture) as its preferred financing instrument. By issuing SATA perpetual preferred stock at a 13% dividend to fund aggressive $BTC accumulation,\n\n🔬 $POET — 15% \n\nThe Optical Interposer has officially transitioned from a speculative R&D project to the foundational \"connective tissue\" of AI compute. Following the 2026 OFC demonstration, $POET ’s Blazar has proven it can solve the Indium Phosphide bottleneck that has plagued the industry for years. As a critical supplier to the Marvell/Celestial AI stack, POET is setting the global standard for how light-speed data moves between GPUs, backed by a massive cash runway.\n\n⚡ $IREN — 15% \n\nIn a world starved for energy, owning the \"Power Pipeline\" is the ultimate competitive moat. $IREN ’s 3GW pipeline and outright ownership of substations provide a structural cost advantage ($0.033/kWh) that competitors cannot replicate. By anchoring their 140,000 GPU expansion with a Microsoft contract, they have successfully de-risked the transition from Bitcoin miner to AI infrastructure titan. This is a play on physical land and power being the rarest commodities in the AI era.\n\n👁️ $OUST — 15% \n\nThis has matured from a hardware story into a high-margin \"Infrastructure OS\" play. By consolidating digital LiDAR onto a single chip, Ouster has achieved the price points and durability necessary for mass-market industrial adoption. The multi-million dollar Komatsu deal for autonomous mining validates that their software platforms—BlueCity and Gemini—are the real long-term value drivers. With 45% gross margins and zero debt, it is the most disciplined player in the spatial sensing market.\n\n💊 $HIMS — 13% \n\n$HIMS is successfully navigating the transition from a direct-to-consumer pharmacy to a global healthcare platform. The noise surrounding GLP-1 compounding has been silenced by the sheer scale of their 2.5M subscriber base and the strategic pivot toward branded collaborations and R&D. Bolstered by the 2026 peptide deregulation tailwinds, the company is now a vertically integrated health giant that is scaling international revenue at a pace that far outstrips its domestic peers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020248168350484264, "ret_signed_m1d": 0.020248168350484264, "alpha_spy_m1d": 0.013658131235082305, "alpha_c_m1d": 0.013938383272277699, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.0063097850782065645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08817762186770794, "ret_signed_p1d": 0.08817762186770794, "alpha_spy_p1d": 0.078050909772589, "alpha_c_p1d": 0.08989841911138752, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": -0.0017207972436795727, "ret_p1w": -0.001959548388193899, "ret_signed_p1w": -0.001959548388193899, "alpha_spy_p1w": -0.012767904546565068, "alpha_c_p1w": 0.006644657413008126, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": -0.008604205801202025, "ret_p1m": 0.10907897301425673, "ret_signed_p1m": 0.10907897301425673, "alpha_spy_p1m": 0.05628671366794147, "alpha_c_p1m": 0.12131602992543522, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": -0.01223705691117849, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10907897301425673, "alpha_spy_stated": 0.05628671366794147, "alpha_c_stated": 0.12131602992543522, "price_path": [0.1365, 0.1378, 0.0268, 0.0699, 0.0464, 0.0255, 0.0725, -0.0555, -0.1091, -0.2266, -0.356, -0.2218, -0.3374, -0.4004, -0.4716, -0.4971, -0.4559, -0.4559, -0.4657, -0.4742, -0.4696, -0.4677, -0.5193, -0.532, -0.4422, -0.4651, -0.4814, -0.4298, -0.4559, -0.3717, -0.3958, -0.4317, -0.4442, -0.4135, -0.3971, -0.4233, -0.3775, -0.2907, -0.275, -0.3445, -0.3298, -0.3455, -0.3181, -0.3514, -0.2913, -0.3201, -0.3563, -0.388, -0.3455, -0.3364, -0.3632, -0.3632, -0.339, -0.3948, -0.3305, -0.3703, -0.3057, -0.2436, -0.1881, -0.1163, -0.0869, 0.0196, 0.0202, 0.0, 0.0882, 0.0581, 0.032, 0.0248, -0.002, -0.0588, 0.0033, 0.0653, 0.0683, 0.0784, 0.0634, 0.0098, 0.0398, 0.1724, 0.115, 0.0934, 0.1568, 0.0967, 0.0314, 0.0555, 0.1091, 0.2103, 0.1894, 0.1894, 0.1822, 0.1639, 0.1626, 0.1541, 0.1234, 0.0529, -0.0372, -0.0189, -0.0908, -0.0065, -0.0718, -0.0575, -0.0477, -0.0105, 0.0888, 0.0314, 0.0085, -0.03, -0.03, -0.0327, -0.0888, -0.1803, -0.2554, -0.2593, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046612424317427733", "ticker_idx": 1, "ts": "2026-04-21T15:30:00+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$POET — 15% ... The Optical Interposer has officially transitioned from a speculative R&D project to the foundational 'connective tissue' of AI compute", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Portfolio update: long ASST 42%, POET 15%, IREN 15%, OUST 15%, HIMS 13% with full theses on each position.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "OFFICIAL PORTFOLIO UPDATE\n\n5 positions. April 2026 Portfolio Update. 👇\n\n$ASST $POET $OUST $IREN $HIMS\n\n🔵 $ASST — 42% \n\nThis is the highest amplification Bitcoin vehicle. Unlike traditional proxies, $ASST utilizes $SATA (Strive Asset Treasury Architecture) as its preferred financing instrument. By issuing SATA perpetual preferred stock at a 13% dividend to fund aggressive $BTC accumulation,\n\n🔬 $POET — 15% \n\nThe Optical Interposer has officially transitioned from a speculative R&D project to the foundational \"connective tissue\" of AI compute. Following the 2026 OFC demonstration, $POET ’s Blazar has proven it can solve the Indium Phosphide bottleneck that has plagued the industry for years. As a critical supplier to the Marvell/Celestial AI stack, POET is setting the global standard for how light-speed data moves between GPUs, backed by a massive cash runway.\n\n⚡ $IREN — 15% \n\nIn a world starved for energy, owning the \"Power Pipeline\" is the ultimate competitive moat. $IREN ’s 3GW pipeline and outright ownership of substations provide a structural cost advantage ($0.033/kWh) that competitors cannot replicate. By anchoring their 140,000 GPU expansion with a Microsoft contract, they have successfully de-risked the transition from Bitcoin miner to AI infrastructure titan. This is a play on physical land and power being the rarest commodities in the AI era.\n\n👁️ $OUST — 15% \n\nThis has matured from a hardware story into a high-margin \"Infrastructure OS\" play. By consolidating digital LiDAR onto a single chip, Ouster has achieved the price points and durability necessary for mass-market industrial adoption. The multi-million dollar Komatsu deal for autonomous mining validates that their software platforms—BlueCity and Gemini—are the real long-term value drivers. With 45% gross margins and zero debt, it is the most disciplined player in the spatial sensing market.\n\n💊 $HIMS — 13% \n\n$HIMS is successfully navigating the transition from a direct-to-consumer pharmacy to a global healthcare platform. The noise surrounding GLP-1 compounding has been silenced by the sheer scale of their 2.5M subscriber base and the strategic pivot toward branded collaborations and R&D. Bolstered by the 2026 peptide deregulation tailwinds, the company is now a vertically integrated health giant that is scaling international revenue at a pace that far outstrips its domestic peers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16195120462557167, "ret_signed_m1d": -0.16195120462557167, "alpha_spy_m1d": -0.16854124174097362, "alpha_c_m1d": -0.1604447005117804, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0015065041137912738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24585370319645583, "ret_signed_p1d": 0.24585370319645583, "alpha_spy_p1d": 0.23572699110133688, "alpha_c_p1d": 0.21966254662123652, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": -0.2165853919052496, "ret_signed_p1w": -0.2165853919052496, "alpha_spy_p1w": -0.22739374806362078, "alpha_c_p1w": -0.27372391810445174, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.44195119346060396, "ret_signed_p1m": 0.44195119346060396, "alpha_spy_p1m": 0.3891589341142887, "alpha_c_p1m": 0.22674013872317134, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.21521105473743263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.44195119346060396, "alpha_spy_stated": 0.3891589341142887, "alpha_c_stated": 0.22674013872317134, "price_path": [-0.3229, -0.3259, -0.3698, -0.3376, -0.3932, -0.4195, -0.4341, -0.4302, -0.4107, -0.4527, -0.4946, -0.4273, -0.3941, -0.4302, -0.4312, -0.4488, -0.4556, -0.4556, -0.4615, -0.4556, -0.4566, -0.4449, -0.4615, -0.4039, -0.3795, -0.3912, -0.4146, -0.3259, -0.3132, -0.3327, -0.3522, -0.3873, -0.3473, -0.3171, -0.2741, -0.2741, -0.3337, -0.3259, -0.359, -0.3971, -0.3922, -0.4215, -0.4088, -0.44, -0.4049, -0.4644, -0.4937, -0.5044, -0.4205, -0.4537, -0.4039, -0.4039, -0.4068, -0.4185, -0.3932, -0.4068, -0.3132, -0.2878, -0.3454, -0.32, -0.2839, -0.2917, -0.162, 0.0, 0.2459, 0.1434, 0.4732, -0.2244, -0.2166, -0.3561, -0.3054, -0.2868, -0.3063, -0.1015, -0.0517, -0.0654, 0.0683, 0.3561, 0.3395, 0.402, 1.0068, 0.558, 0.3863, 0.2751, 0.442, 0.4459, 0.4234, 0.4234, 0.3024, 0.2956, 0.2937, 0.199, 0.3551, 0.3483, 0.5005, 0.5102, 0.1571, 0.198, 0.0507, 0.0712, 0.0976, 0.2224, 0.359, 0.2341, 0.1659, 0.1854, 0.1854, 0.1795, 0.0468, 0.04, -0.0117, -0.079, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046612424317427733", "ticker_idx": 2, "ts": "2026-04-21T15:30:00+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN — 15% ... owning the 'Power Pipeline' is the ultimate competitive moat", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Portfolio update: long ASST 42%, POET 15%, IREN 15%, OUST 15%, HIMS 13% with full theses on each position.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "OFFICIAL PORTFOLIO UPDATE\n\n5 positions. April 2026 Portfolio Update. 👇\n\n$ASST $POET $OUST $IREN $HIMS\n\n🔵 $ASST — 42% \n\nThis is the highest amplification Bitcoin vehicle. Unlike traditional proxies, $ASST utilizes $SATA (Strive Asset Treasury Architecture) as its preferred financing instrument. By issuing SATA perpetual preferred stock at a 13% dividend to fund aggressive $BTC accumulation,\n\n🔬 $POET — 15% \n\nThe Optical Interposer has officially transitioned from a speculative R&D project to the foundational \"connective tissue\" of AI compute. Following the 2026 OFC demonstration, $POET ’s Blazar has proven it can solve the Indium Phosphide bottleneck that has plagued the industry for years. As a critical supplier to the Marvell/Celestial AI stack, POET is setting the global standard for how light-speed data moves between GPUs, backed by a massive cash runway.\n\n⚡ $IREN — 15% \n\nIn a world starved for energy, owning the \"Power Pipeline\" is the ultimate competitive moat. $IREN ’s 3GW pipeline and outright ownership of substations provide a structural cost advantage ($0.033/kWh) that competitors cannot replicate. By anchoring their 140,000 GPU expansion with a Microsoft contract, they have successfully de-risked the transition from Bitcoin miner to AI infrastructure titan. This is a play on physical land and power being the rarest commodities in the AI era.\n\n👁️ $OUST — 15% \n\nThis has matured from a hardware story into a high-margin \"Infrastructure OS\" play. By consolidating digital LiDAR onto a single chip, Ouster has achieved the price points and durability necessary for mass-market industrial adoption. The multi-million dollar Komatsu deal for autonomous mining validates that their software platforms—BlueCity and Gemini—are the real long-term value drivers. With 45% gross margins and zero debt, it is the most disciplined player in the spatial sensing market.\n\n💊 $HIMS — 13% \n\n$HIMS is successfully navigating the transition from a direct-to-consumer pharmacy to a global healthcare platform. The noise surrounding GLP-1 compounding has been silenced by the sheer scale of their 2.5M subscriber base and the strategic pivot toward branded collaborations and R&D. Bolstered by the 2026 peptide deregulation tailwinds, the company is now a vertically integrated health giant that is scaling international revenue at a pace that far outstrips its domestic peers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07859205657879498, "ret_signed_m1d": 0.07859205657879498, "alpha_spy_m1d": 0.07200201946339302, "alpha_c_m1d": 0.07228227150058841, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.0063097850782065645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07128628185149899, "ret_signed_p1d": 0.07128628185149899, "alpha_spy_p1d": 0.06115956975638004, "alpha_c_p1d": 0.07300707909517856, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": -0.0017207972436795727, "ret_p1w": -0.016161159438306316, "ret_signed_p1w": -0.016161159438306316, "alpha_spy_p1w": -0.026969515596677485, "alpha_c_p1w": -0.007556953637104291, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": -0.008604205801202025, "ret_p1m": 0.16692497722329214, "ret_signed_p1m": 0.16692497722329214, "alpha_spy_p1m": 0.11413271787697687, "alpha_c_p1m": 0.17916203413447063, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": -0.01223705691117849, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16692497722329214, "alpha_spy_stated": 0.11413271787697687, "alpha_c_stated": 0.17916203413447063, "price_path": [0.157, 0.2548, 0.1592, 0.3281, 0.3934, 0.3248, 0.1897, 0.1751, 0.2041, -0.0051, -0.1191, -0.0739, 0.0217, -0.0496, -0.0553, -0.1138, -0.0653, -0.0653, -0.093, -0.0684, -0.0416, -0.1149, -0.0622, 0.0062, -0.0252, -0.0206, -0.0934, -0.0837, -0.1399, -0.0294, -0.1117, -0.1875, -0.1401, -0.1561, -0.0706, -0.0841, -0.0795, -0.0051, -0.0489, -0.0655, -0.0777, -0.0859, -0.0666, -0.0897, -0.0828, -0.1709, -0.2232, -0.3, -0.2411, -0.2453, -0.2302, -0.2302, -0.2223, -0.2088, -0.1846, -0.1795, -0.1295, -0.0465, 0.0487, 0.0808, 0.056, 0.0653, 0.0786, 0.0, 0.0713, 0.1516, 0.1211, 0.0706, -0.0162, -0.0511, 0.0075, 0.0108, 0.0954, 0.2119, 0.35, 0.2586, 0.3549, 0.2209, 0.2522, 0.2214, 0.2929, 0.172, 0.1171, 0.0569, 0.1669, 0.2854, 0.2581, 0.2581, 0.3234, 0.5019, 0.418, 0.4067, 0.4463, 0.4744, 0.4496, 0.3695, 0.2032, 0.3104, 0.1959, 0.1406, 0.2555, 0.3232, 0.3471, 0.3102, 0.2865, 0.3274, 0.3274, 0.259, 0.2114, 0.1136, 0.0569, 0.0452, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046612424317427733", "ticker_idx": 3, "ts": "2026-04-21T15:30:00+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST — 15% ... matured from a hardware story into a high-margin 'Infrastructure OS' play", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Portfolio update: long ASST 42%, POET 15%, IREN 15%, OUST 15%, HIMS 13% with full theses on each position.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "OFFICIAL PORTFOLIO UPDATE\n\n5 positions. April 2026 Portfolio Update. 👇\n\n$ASST $POET $OUST $IREN $HIMS\n\n🔵 $ASST — 42% \n\nThis is the highest amplification Bitcoin vehicle. Unlike traditional proxies, $ASST utilizes $SATA (Strive Asset Treasury Architecture) as its preferred financing instrument. By issuing SATA perpetual preferred stock at a 13% dividend to fund aggressive $BTC accumulation,\n\n🔬 $POET — 15% \n\nThe Optical Interposer has officially transitioned from a speculative R&D project to the foundational \"connective tissue\" of AI compute. Following the 2026 OFC demonstration, $POET ’s Blazar has proven it can solve the Indium Phosphide bottleneck that has plagued the industry for years. As a critical supplier to the Marvell/Celestial AI stack, POET is setting the global standard for how light-speed data moves between GPUs, backed by a massive cash runway.\n\n⚡ $IREN — 15% \n\nIn a world starved for energy, owning the \"Power Pipeline\" is the ultimate competitive moat. $IREN ’s 3GW pipeline and outright ownership of substations provide a structural cost advantage ($0.033/kWh) that competitors cannot replicate. By anchoring their 140,000 GPU expansion with a Microsoft contract, they have successfully de-risked the transition from Bitcoin miner to AI infrastructure titan. This is a play on physical land and power being the rarest commodities in the AI era.\n\n👁️ $OUST — 15% \n\nThis has matured from a hardware story into a high-margin \"Infrastructure OS\" play. By consolidating digital LiDAR onto a single chip, Ouster has achieved the price points and durability necessary for mass-market industrial adoption. The multi-million dollar Komatsu deal for autonomous mining validates that their software platforms—BlueCity and Gemini—are the real long-term value drivers. With 45% gross margins and zero debt, it is the most disciplined player in the spatial sensing market.\n\n💊 $HIMS — 13% \n\n$HIMS is successfully navigating the transition from a direct-to-consumer pharmacy to a global healthcare platform. The noise surrounding GLP-1 compounding has been silenced by the sheer scale of their 2.5M subscriber base and the strategic pivot toward branded collaborations and R&D. Bolstered by the 2026 peptide deregulation tailwinds, the company is now a vertically integrated health giant that is scaling international revenue at a pace that far outstrips its domestic peers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017022861655675237, "ret_signed_m1d": -0.017022861655675237, "alpha_spy_m1d": -0.023612898771077195, "alpha_c_m1d": -0.016182425102709508, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005432800261295112, "ret_signed_p1d": 0.005432800261295112, "alpha_spy_p1d": -0.004693911833823838, "alpha_c_p1d": -0.01654664015214835, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": -0.05360381806837333, "ret_signed_p1w": -0.05360381806837333, "alpha_spy_p1w": -0.0644121742267445, "alpha_c_p1w": -0.07403185803404488, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.11807316757753328, "ret_signed_p1m": 0.11807316757753328, "alpha_spy_p1m": 0.06528090823121802, "alpha_c_p1m": -0.02705580634918192, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11807316757753328, "alpha_spy_stated": 0.06528090823121802, "alpha_c_stated": -0.02705580634918192, "price_path": [-0.0134, -0.1003, -0.1246, -0.1159, -0.1351, -0.1496, -0.2456, -0.2637, -0.2658, -0.3053, -0.3734, -0.2966, -0.2372, -0.2735, -0.3158, -0.3419, -0.3202, -0.3202, -0.3263, -0.3267, -0.3089, -0.3256, -0.3459, -0.3245, -0.2829, -0.289, -0.3137, -0.2666, -0.2133, -0.1894, -0.2329, -0.2658, -0.2557, -0.1898, -0.1036, -0.1829, -0.2224, -0.2285, -0.2253, -0.2488, -0.2372, -0.2738, -0.2329, -0.255, -0.2677, -0.3006, -0.3604, -0.3977, -0.3347, -0.3256, -0.2941, -0.2941, -0.3006, -0.2999, -0.2662, -0.2745, -0.2506, -0.2075, -0.1518, -0.1148, -0.1246, -0.1213, -0.017, 0.0, 0.0054, -0.0435, 0.0221, -0.025, -0.0536, -0.075, -0.0235, -0.042, 0.0196, 0.0359, 0.0647, -0.1123, -0.0873, -0.0293, -0.0185, 0.2376, 0.2626, 0.2626, 0.1134, 0.0764, 0.1181, 0.2709, 0.3412, 0.3412, 0.5465, 0.602, 0.5331, 0.6679, 0.6273, 0.6671, 0.5922, 0.7055, 0.4372, 0.4806, 0.3951, 0.3904, 0.4346, 0.4415, 0.6364, 0.5476, 0.4748, 0.6867, 0.6867, 0.7269, 0.6356, 0.4745, 0.5147, 0.5219, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046612424317427733", "ticker_idx": 4, "ts": "2026-04-21T15:30:00+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS — 13% ... successfully navigating the transition from a direct-to-consumer pharmacy to a global healthcare platform", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Portfolio update: long ASST 42%, POET 15%, IREN 15%, OUST 15%, HIMS 13% with full theses on each position.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "OFFICIAL PORTFOLIO UPDATE\n\n5 positions. April 2026 Portfolio Update. 👇\n\n$ASST $POET $OUST $IREN $HIMS\n\n🔵 $ASST — 42% \n\nThis is the highest amplification Bitcoin vehicle. Unlike traditional proxies, $ASST utilizes $SATA (Strive Asset Treasury Architecture) as its preferred financing instrument. By issuing SATA perpetual preferred stock at a 13% dividend to fund aggressive $BTC accumulation,\n\n🔬 $POET — 15% \n\nThe Optical Interposer has officially transitioned from a speculative R&D project to the foundational \"connective tissue\" of AI compute. Following the 2026 OFC demonstration, $POET ’s Blazar has proven it can solve the Indium Phosphide bottleneck that has plagued the industry for years. As a critical supplier to the Marvell/Celestial AI stack, POET is setting the global standard for how light-speed data moves between GPUs, backed by a massive cash runway.\n\n⚡ $IREN — 15% \n\nIn a world starved for energy, owning the \"Power Pipeline\" is the ultimate competitive moat. $IREN ’s 3GW pipeline and outright ownership of substations provide a structural cost advantage ($0.033/kWh) that competitors cannot replicate. By anchoring their 140,000 GPU expansion with a Microsoft contract, they have successfully de-risked the transition from Bitcoin miner to AI infrastructure titan. This is a play on physical land and power being the rarest commodities in the AI era.\n\n👁️ $OUST — 15% \n\nThis has matured from a hardware story into a high-margin \"Infrastructure OS\" play. By consolidating digital LiDAR onto a single chip, Ouster has achieved the price points and durability necessary for mass-market industrial adoption. The multi-million dollar Komatsu deal for autonomous mining validates that their software platforms—BlueCity and Gemini—are the real long-term value drivers. With 45% gross margins and zero debt, it is the most disciplined player in the spatial sensing market.\n\n💊 $HIMS — 13% \n\n$HIMS is successfully navigating the transition from a direct-to-consumer pharmacy to a global healthcare platform. The noise surrounding GLP-1 compounding has been silenced by the sheer scale of their 2.5M subscriber base and the strategic pivot toward branded collaborations and R&D. Bolstered by the 2026 peptide deregulation tailwinds, the company is now a vertically integrated health giant that is scaling international revenue at a pace that far outstrips its domestic peers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04200268784900363, "ret_signed_m1d": 0.04200268784900363, "alpha_spy_m1d": 0.03541265073360167, "alpha_c_m1d": 0.03541265073360167, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.006590037115401959, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025201612709402132, "ret_signed_p1d": -0.025201612709402132, "alpha_spy_p1d": -0.03532832480452108, "alpha_c_p1d": -0.03532832480452108, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.01012671209511895, "ret_p1w": -0.062163990834728455, "ret_signed_p1w": -0.062163990834728455, "alpha_spy_p1w": -0.07297234699309962, "alpha_c_p1w": -0.07297234699309962, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.010808356158371168, "ret_p1m": -0.22580642680347796, "ret_signed_p1m": -0.22580642680347796, "alpha_spy_p1m": -0.2785986861497932, "alpha_c_p1m": -0.2785986861497932, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.05279225934631526, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22580642680347796, "alpha_spy_stated": -0.2785986861497932, "alpha_c_stated": -0.2785986861497932, "price_path": [0.0255, -0.0047, 0.0175, -0.0027, -0.0366, 0.0037, -0.0897, -0.1116, -0.1418, -0.1801, -0.211, -0.2265, -0.3505, -0.4207, -0.4392, -0.4691, -0.4523, -0.4523, -0.4533, -0.4677, -0.4684, -0.4748, -0.4788, -0.4805, -0.4684, -0.4758, -0.5121, -0.4462, -0.4684, -0.4472, -0.4664, -0.4711, -0.2554, -0.2114, -0.1304, -0.1989, -0.1677, -0.164, -0.1606, -0.2221, -0.1882, -0.2601, -0.2453, -0.2829, -0.2997, -0.2991, -0.3488, -0.369, -0.3024, -0.3333, -0.3569, -0.3569, -0.3169, -0.3448, -0.3485, -0.3364, -0.3471, -0.2893, -0.2823, -0.1838, -0.0931, -0.0316, 0.042, 0.0, -0.0252, -0.0541, 0.0269, -0.0124, -0.0622, -0.1153, -0.087, -0.079, -0.0837, -0.1153, -0.0968, -0.1381, -0.0501, -0.0208, -0.1589, -0.1888, -0.1855, -0.1583, -0.251, -0.246, -0.2258, -0.1932, -0.2019, -0.2019, -0.1986, -0.1532, -0.1472, -0.1213, -0.0672, -0.0756, -0.0756, -0.0588, -0.12, -0.087, -0.0262, -0.0665, -0.0299, -0.0988, 0.0138, 0.0575, 0.0716, 0.1919, 0.1919, 0.127, 0.1075, 0.0988, 0.0991, 0.1405, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1990820544766181873", "ticker_idx": 0, "ts": "2025-11-18T16:33:00+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just brought first amounts of $MSTR", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated positions in MSTR and BMNR; believes crypto bottom is in.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Just brought first amounts of $MSTR and $BMNR, will update shortly. \n\n@Leo_Traydes I was wrong, bottom is in for crypto.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05502903633886469, "ret_signed_m1d": -0.05502903633886469, "alpha_spy_m1d": -0.06349761255371977, "alpha_c_m1d": -0.06349761255371977, "bench_spy_m1d": 0.008468576214855084, "bench_c_m1d": 0.008468576214855084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09816248913051095, "ret_signed_p1d": -0.09816248913051095, "alpha_spy_p1d": -0.10202566577378758, "alpha_c_p1d": -0.10202566577378758, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": -0.1673597683733563, "ret_signed_p1w": -0.1673597683733563, "alpha_spy_p1w": -0.18999332561355864, "alpha_c_p1w": -0.18999332561355864, "bench_spy_p1w": 0.02263355724020233, "bench_c_p1w": 0.02263355724020233, "ret_p1m": -0.22446807293966686, "ret_signed_p1m": -0.22446807293966686, "alpha_spy_p1m": -0.24161751548465715, "alpha_c_p1m": -0.24161751548465715, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.01714944254499029, "ret_p3m": -0.35261120451093475, "ret_signed_p3m": -0.35261120451093475, "alpha_spy_p3m": -0.38849242945007256, "alpha_c_p3m": -0.38849242945007256, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.03588122493913781, "ret_p6m": -0.1391199412374302, "ret_signed_p6m": -0.1391199412374302, "alpha_spy_p6m": -0.2700990266054668, "alpha_c_p6m": -0.2700990266054668, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.1309790853680366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22446807293966686, "alpha_spy_stated": -0.24161751548465715, "alpha_c_stated": -0.24161751548465715, "price_path": [0.6324, 0.7318, 0.6596, 0.699, 0.6541, 0.6385, 0.6171, 0.6171, 0.6519, 0.597, 0.5841, 0.6241, 0.5953, 0.5886, 0.5786, 0.5765, 0.6027, 0.5851, 0.6204, 0.5943, 0.6882, 0.6671, 0.6244, 0.585, 0.5634, 0.4541, 0.4945, 0.5784, 0.5581, 0.6364, 0.7037, 0.7003, 0.7393, 0.588, 0.5996, 0.5488, 0.4738, 0.5255, 0.4539, 0.435, 0.3725, 0.4017, 0.4343, 0.4599, 0.3579, 0.3778, 0.3979, 0.4295, 0.3764, 0.3315, 0.231, 0.3032, 0.2798, 0.1943, 0.2331, 0.147, 0.1699, 0.1551, 0.1187, 0.0861, 0.0084, -0.0341, -0.055, 0.0, -0.0982, -0.1435, -0.1755, -0.1342, -0.1674, -0.1507, -0.1507, -0.1432, -0.1711, -0.1232, -0.089, -0.1005, -0.1345, -0.1118, -0.0861, -0.1072, -0.1136, -0.1468, -0.2162, -0.19, -0.2245, -0.2348, -0.203, -0.2054, -0.2366, -0.2325, -0.2325, -0.2321, -0.2486, -0.2475, -0.2652, -0.2652, -0.24, -0.2035, -0.2361, -0.2175, -0.1926, -0.2392, -0.2155, -0.1635, -0.1328, -0.1735, -0.16, -0.16, -0.2252, -0.2079, -0.2216, -0.2113, -0.2235, -0.2187, -0.2338, -0.3076, -0.2761, -0.3248, -0.3556, -0.3758, -0.4826, -0.3475, -0.3306, -0.3569, -0.3904, -0.4052, -0.3526, -0.3526, -0.3778, -0.3946, -0.374, -0.3663, -0.4018, -0.3974, -0.3441, -0.3549, -0.3738, -0.3344, -0.3584, -0.2919, -0.3239, -0.3543, -0.3281, -0.3305, -0.3311, -0.3359, -0.3246, -0.2867, -0.2733, -0.3203, -0.3315, -0.344, -0.3317, -0.3412, -0.3272, -0.3572, -0.3906, -0.4128, -0.3965, -0.4063, -0.4206, -0.4206, -0.3825, -0.4017, -0.3796, -0.3769, -0.3779, -0.36, -0.3355, -0.3059, -0.2798, -0.1948, -0.174, -0.2071, -0.1327, -0.166, -0.173, -0.1818, -0.1987, -0.2351, -0.2, -0.1433, -0.1112, -0.0962, -0.0966, -0.1304, -0.0929, -0.0525, -0.1082, -0.1391]}
{"unit_id": "orig:1990820544766181873", "ticker_idx": 1, "ts": "2025-11-18T16:33:00+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just brought first amounts of $MSTR and $BMNR", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated positions in MSTR and BMNR; believes crypto bottom is in.", "resolved_tickers": ["BMNR"], "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": "original", "lang": "en", "tweet_text": "Just brought first amounts of $MSTR and $BMNR, will update shortly. \n\n@Leo_Traydes I was wrong, bottom is in for crypto.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04120185026980838, "ret_signed_m1d": -0.04120185026980838, "alpha_spy_m1d": -0.049670426484663466, "alpha_c_m1d": -0.04275925284401749, "bench_spy_m1d": 0.008468576214855084, "bench_c_m1d": 0.0015574025742091102, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09603461093491916, "ret_signed_p1d": -0.09603461093491916, "alpha_spy_p1d": -0.09989778757819578, "alpha_c_p1d": -0.09973329172023193, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.003698680785312769, "ret_p1w": -0.10439891232638054, "ret_signed_p1w": -0.10439891232638054, "alpha_spy_p1w": -0.12703246956658287, "alpha_c_p1w": -0.12717494783936834, "bench_spy_p1w": 0.02263355724020233, "bench_c_p1w": 0.02277603551298779, "ret_p1m": -0.09143080525935088, "ret_signed_p1m": -0.09143080525935088, "alpha_spy_p1m": -0.10858024780434117, "alpha_c_p1m": -0.15489202875391128, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.0634612234945604, "ret_p3m": -0.35049080190455184, "ret_signed_p3m": -0.35049080190455184, "alpha_spy_p3m": -0.38637202684368965, "alpha_c_p3m": -0.35945563805445113, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.008964836149899291, "ret_p6m": -0.34367339624231763, "ret_signed_p6m": -0.34367339624231763, "alpha_spy_p6m": -0.4746524816103542, "alpha_c_p6m": -0.344865500722383, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.001192104480065348, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09143080525935088, "alpha_spy_stated": -0.10858024780434117, "alpha_c_stated": -0.15489202875391128, "price_path": [0.4786, 0.6571, 0.5366, 0.5474, 0.426, 0.4117, 0.3513, 0.3513, 0.3163, 0.3897, 0.307, 0.3024, 0.3566, 0.3817, 0.4126, 0.4805, 0.7066, 0.6453, 0.7327, 0.768, 0.8575, 0.8987, 0.7069, 0.688, 0.6084, 0.5356, 0.5644, 0.6487, 0.6087, 0.6221, 0.7503, 0.755, 0.9585, 0.834, 0.8587, 0.8309, 0.6255, 0.7612, 0.6394, 0.6667, 0.5824, 0.5443, 0.6667, 0.6063, 0.4879, 0.5239, 0.5616, 0.6639, 0.6276, 0.5415, 0.3801, 0.4452, 0.3278, 0.2224, 0.2831, 0.1577, 0.2463, 0.2748, 0.2265, 0.2568, 0.1329, 0.0657, -0.0412, 0.0, -0.096, -0.1939, -0.1945, -0.0366, -0.1044, -0.0167, -0.0167, 0.026, -0.1035, -0.0115, 0.0428, 0.1252, 0.0551, 0.1106, 0.215, 0.2519, 0.1893, 0.0802, -0.0409, -0.0273, -0.0914, -0.119, -0.0282, -0.0366, -0.0772, -0.0905, -0.0905, -0.1227, -0.1156, -0.141, -0.1587, -0.1587, -0.0335, 0.0335, 0.0018, -0.0592, -0.0307, -0.0685, -0.0353, -0.0326, 0.0121, -0.0434, -0.0344, -0.0344, -0.1249, -0.0905, -0.1044, -0.1075, -0.1385, -0.0911, -0.0818, -0.1726, -0.2222, -0.2935, -0.3074, -0.3709, -0.4608, -0.3657, -0.3353, -0.3818, -0.3967, -0.3883, -0.3505, -0.3505, -0.3756, -0.3858, -0.3815, -0.3762, -0.4044, -0.3976, -0.3338, -0.3666, -0.4118, -0.3678, -0.3936, -0.3455, -0.3694, -0.4149, -0.3585, -0.3576, -0.3477, -0.3632, -0.3635, -0.2752, -0.2801, -0.3365, -0.3449, -0.3511, -0.3409, -0.3554, -0.3418, -0.3967, -0.4301, -0.4329, -0.3871, -0.3898, -0.3973, -0.3973, -0.3616, -0.375, -0.3331, -0.3468, -0.3406, -0.3334, -0.3344, -0.3077, -0.3046, -0.2888, -0.3018, -0.3272, -0.2777, -0.3183, -0.3139, -0.3322, -0.3344, -0.3598, -0.3369, -0.322, -0.2938, -0.2842, -0.2901, -0.3183, -0.313, -0.2867, -0.3285, -0.3437]}
{"unit_id": "orig:1990820544766181873", "ticker_idx": 2, "ts": "2025-11-18T16:33:00+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": "bottom is in for crypto", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated positions in MSTR and BMNR; believes crypto bottom is in.", "resolved_tickers": ["BTC-USD", "ETH-USD"], "resolution_method": "basket", "resolution_reason": "Generic crypto reference; BTC and ETH as proxy basket", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Just brought first amounts of $MSTR and $BMNR, will update shortly. \n\n@Leo_Traydes I was wrong, bottom is in for crypto.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0203599249510954, "ret_signed_m1d": -0.0203599249510954, "alpha_spy_m1d": -0.028828501165950482, "alpha_c_m1d": -0.028828501165950482, "bench_spy_m1d": 0.008468576214855084, "bench_c_m1d": 0.008468576214855084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023972530566707173, "ret_signed_p1d": -0.023972530566707173, "alpha_spy_p1d": -0.027835707209983795, "alpha_c_p1d": -0.027835707209983795, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": -0.05658558287402965, "ret_signed_p1w": -0.05658558287402965, "alpha_spy_p1w": -0.07921914011423198, "alpha_c_p1w": -0.07921914011423198, "bench_spy_p1w": 0.02263355724020233, "bench_c_p1w": 0.02263355724020233, "ret_p1m": -0.08328903603738141, "ret_signed_p1m": -0.08328903603738141, "alpha_spy_p1m": -0.1004384785823717, "alpha_c_p1m": -0.1004384785823717, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.01714944254499029, "ret_p3m": -0.30161643111188574, "ret_signed_p3m": -0.30161643111188574, "alpha_spy_p3m": -0.33749765605102355, "alpha_c_p3m": -0.33749765605102355, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.03588122493913781, "ret_p6m": -0.21209852351273456, "ret_signed_p6m": -0.21209852351273456, "alpha_spy_p6m": -0.34307760888077116, "alpha_c_p6m": -0.34307760888077116, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.1309790853680366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08328903603738141, "alpha_spy_stated": -0.1004384785823717, "alpha_c_stated": -0.1004384785823717, "price_path": [0.2809, 0.4022, 0.2925, 0.338, 0.3193, 0.327, 0.2813, 0.2785, 0.2907, 0.3135, 0.2839, 0.2848, 0.2926, 0.2898, 0.3093, 0.3356, 0.3795, 0.3458, 0.3496, 0.3618, 0.365, 0.3381, 0.2794, 0.2695, 0.2746, 0.2059, 0.2363, 0.2906, 0.2773, 0.3349, 0.3677, 0.3806, 0.4216, 0.366, 0.3885, 0.3542, 0.2243, 0.2998, 0.269, 0.2343, 0.2055, 0.1863, 0.2322, 0.2042, 0.189, 0.2095, 0.2272, 0.2735, 0.2452, 0.217, 0.1917, 0.2053, 0.1499, 0.0736, 0.1072, 0.0752, 0.1061, 0.1415, 0.1009, 0.0933, 0.0539, 0.0047, -0.0204, 0.0, -0.024, -0.0806, -0.0995, -0.0524, -0.0566, -0.0283, -0.0263, -0.0254, -0.0873, -0.0286, 0.0141, -0.0025, -0.0349, -0.0121, 0.0303, 0.0274, 0.0159, -0.0206, -0.0605, -0.0529, -0.0833, -0.0876, -0.0493, -0.0427, -0.0553, -0.0571, -0.0659, -0.062, -0.0614, -0.0486, -0.0542, -0.0423, -0.0159, 0.0215, 0.0319, -0.0018, -0.0133, -0.0195, -0.0144, 0.0446, 0.0585, 0.0451, 0.0415, 0.0081, -0.0549, -0.0423, -0.0465, -0.0457, -0.0566, -0.0368, -0.0389, -0.0939, -0.1148, -0.2014, -0.2365, -0.264, -0.371, -0.2901, -0.286, -0.3066, -0.3289, -0.3321, -0.3016, -0.3098, -0.318, -0.3298, -0.3279, -0.3189, -0.3553, -0.3586, -0.3055, -0.3126, -0.3365, -0.3055, -0.3152, -0.2684, -0.2873, -0.3167, -0.313, -0.2977, -0.2939, -0.2889, -0.2832, -0.2209, -0.2312, -0.2639, -0.2817, -0.277, -0.274, -0.2755, -0.2693, -0.3002, -0.3243, -0.3173, -0.296, -0.2914, -0.3109, -0.3112, -0.2921, -0.2541, -0.2667, -0.2634, -0.248, -0.2198, -0.229, -0.2198, -0.2197, -0.1975, -0.2212, -0.2166, -0.1989, -0.2057, -0.2126, -0.2151, -0.2227, -0.2316, -0.2283, -0.212, -0.1949, -0.1866, -0.1856, -0.2028, -0.1993, -0.1858, -0.2029, -0.2121]}
{"unit_id": "orig:2016043505785651517", "ticker_idx": 0, "ts": "2026-01-27T07:00:02+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yesterday's drop was a controlled shakeout, not a broken chart. Price closed at $8.14 (‑4.24%), but the overall uptrend and key supports are still intact.", "tweet_type": "analysis", "timeline": "weeks", "summary": "TE drop was a controlled shakeout; uptrend and key supports intact, swing structure shows higher lows/highs, bullish over weeks.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Price Analysis: $TE chart 01/26/26\n\nYesterday’s drop was a controlled shakeout, not a broken chart. Price closed at $8.14 (‑4.24%), but the overall uptrend and key supports are still intact.\n\n1. What actually happened\n\n•Intraday, TE sold off from the low $8.60s to a low just under $8.00, then bounced and based around $8.10–8.20 into the close.\n•The daily candle is a red bar inside the recent range, not a new breakdown; it sits above the last meaningful swing low around $7.25–7.30 from the prior flush.\n•RSI on the daily chart eased back to the mid‑60s, and Stoch RSI rolled over from overbought, which is exactly what you’d expect after the prior strong run.\n\nThis is classic post‑squeeze digestion: early profit‑taking plus some weak‑hand stops from Friday/Monday getting hit, but buyers still defended the 8‑handle and prevented a close near the lows.\n\n2. How the intraday action looked\n•On the 1‑hour chart, yesterday is a series of lower highs from ~8.60 with a floor building around 8.00–8.10.\n•The final hours show volatility compressing and candles with smaller bodies – selling pressure faded instead of accelerating into the close.\n•Hourly RSI sits just under 50 and Stoch RSI is in the lower half of its band, indicating momentum cooled but hasn’t turned into a strong downtrend.\n\nBears controlled the morning, but they couldn’t extend the move. That usually leads to either a sideways day or a bounce attempt the next session, not an immediate collapse, unless fresh news hits.\n\n3. What it means for the trade\n\n•The short‑term momentum (1–3 days) has shifted from “squeeze mode” to “consolidation/pullback,” but the swing structure (weeks) still shows higher lows from $7.24 → $8.00+ and higher highs near $9.20.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10745609150588842, "ret_signed_m1d": -0.10745609150588842, "alpha_spy_m1d": -0.10348773670920797, "alpha_c_m1d": -0.10333633522491192, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.004119756280976494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04057016339933872, "ret_signed_p1d": 0.04057016339933872, "alpha_spy_p1d": 0.04067082797966359, "alpha_c_p1d": 0.046143929442607035, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.005573766043268313, "ret_p1w": -0.003289444446012979, "ret_signed_p1w": -0.003289444446012979, "alpha_spy_p1w": 0.005280013937961403, "alpha_c_p1w": -0.026795966580305253, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506522134292274, "ret_p1m": -0.2083333464045275, "ret_signed_p1m": -0.2083333464045275, "alpha_spy_p1m": -0.20496889086492298, "alpha_c_p1m": -0.27218887177172857, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385552536720107, "ret_p3m": -0.4199561372550681, "ret_signed_p3m": -0.4199561372550681, "alpha_spy_p3m": -0.4492877314997009, "alpha_c_p3m": -0.4677848432700181, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.04782870601495004, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2083333464045275, "alpha_spy_stated": -0.20496889086492298, "alpha_c_stated": -0.27218887177172857, "price_path": [-0.6009, -0.5921, -0.625, -0.5965, -0.5515, -0.5965, -0.5822, -0.5066, -0.5164, -0.5779, -0.6173, -0.6316, -0.6513, -0.6645, -0.6831, -0.7018, -0.7018, -0.6557, -0.6393, -0.5789, -0.5789, -0.5482, -0.5099, -0.4803, -0.5044, -0.4397, -0.3607, -0.3399, -0.2621, -0.3257, -0.3564, -0.4134, -0.4452, -0.4035, -0.4057, -0.3399, -0.295, -0.1996, -0.2204, -0.227, -0.227, -0.2544, -0.2961, -0.2873, -0.2675, -0.2675, -0.1404, -0.1009, -0.1612, -0.2018, -0.2533, -0.239, -0.2094, -0.1382, -0.1382, -0.1875, -0.1042, -0.1042, -0.0921, -0.1425, -0.0822, -0.068, -0.1075, 0.0, 0.0406, -0.0263, -0.0866, -0.0504, -0.0033, -0.1524, -0.2029, -0.0932, -0.1623, -0.1765, -0.2489, -0.3191, -0.3289, -0.3289, -0.2939, -0.2917, -0.3081, -0.3191, -0.3103, -0.2226, -0.2083, -0.2007, -0.3246, -0.25, -0.2862, -0.2215, -0.2533, -0.2632, -0.2149, -0.125, -0.1075, -0.1513, -0.1645, -0.1535, -0.1458, -0.1963, -0.1546, -0.2763, -0.25, -0.2752, -0.2675, -0.3114, -0.3684, -0.3838, -0.5186, -0.5088, -0.5406, -0.5406, -0.5559, -0.5691, -0.5428, -0.5417, -0.4857, -0.4397, -0.4671, -0.4145, -0.4529, -0.4485, -0.4539, -0.4419, -0.409, -0.409, -0.42, -0.4178, -0.4627, -0.4638, -0.4737, -0.4353, -0.4408, -0.4145, -0.4221, -0.4353, -0.3246, -0.3377, -0.3586, -0.3849, -0.3717, -0.3783, -0.2325, -0.2456, -0.0461, -0.0439, -0.114, -0.114, 0.1458, 0.2018, 0.1864, 0.1579, 0.1414, 0.3202, 0.261, 0.2785, 0.034, 0.0011, -0.0724, -0.1524, -0.0713, -0.068, -0.0219, -0.0537, -0.0088, 0.0252, 0.0252, 0.1404, 0.0132, -0.0647, -0.068, -0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064077787862823123", "ticker_idx": 0, "ts": "2026-06-08T20:11:07+00:00", "symbol": "KEEL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KEEL holds a total power capacity pipeline of 2.2GW. Of course, a massive name like $AMZN wants a piece.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish KEEL on 2.2GW power pipeline and implied Amazon partnership.", "resolved_tickers": ["KEEL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "quote", "lang": "en", "tweet_text": "This is INSANE.\n\n$KEEL holds a total power capacity pipeline of 2.2GW. Of course, a massive name like $AMZN wants a piece.\n\nFollow @CKCapitalxx for more alpha", "reply_text": null, "parent_text": null, "quoted_text": "Insane find here for $KEEL\n\nHere is the guy who I believe was first to post it. @Billions777888 \n\n$KEEL x $AMZN coming??? https://t.co/h2a0DMrVDX", "parent_author": null, "ret_m1d": 0.044280399951999616, "ret_signed_m1d": 0.044280399951999616, "alpha_spy_m1d": 0.041336307162390895, "alpha_c_m1d": 0.02541670254865558, "bench_spy_m1d": 0.002944092789608721, "bench_c_m1d": 0.018863697403344037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03136532728800012, "ret_signed_p1d": -0.03136532728800012, "alpha_spy_p1d": -0.015599764779972825, "alpha_c_p1d": -0.00846329046402372, "bench_spy_p1d": -0.015765562508027298, "bench_c_p1d": -0.0229020368239764, "ret_p1w": 0.09963098786933333, "ret_signed_p1w": 0.09963098786933333, "alpha_spy_p1w": 0.08161316656441642, "alpha_c_p1w": 0.06826521361778881, "bench_spy_p1w": 0.018017821304916914, "bench_c_p1w": 0.03136577425154452, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5904, -0.5867, -0.583, -0.5627, -0.572, -0.559, -0.5996, -0.5738, -0.5923, -0.5923, -0.6218, -0.6402, -0.6605, -0.6402, -0.6347, -0.6347, -0.6347, -0.6015, -0.6236, -0.6107, -0.6125, -0.6052, -0.5664, -0.476, -0.476, -0.4945, -0.4686, -0.4686, -0.4834, -0.4391, -0.4022, -0.393, -0.4207, -0.4668, -0.4945, -0.441, -0.4299, -0.4004, -0.3487, -0.2399, -0.2601, -0.2675, -0.2066, -0.2491, -0.2343, -0.1494, -0.19, -0.2288, -0.2232, -0.2196, -0.1439, -0.1125, -0.1125, -0.0535, 0.0157, 0.0369, 0.048, 0.1255, 0.1328, 0.1347, 0.0941, -0.0535, 0.0443, 0.0, -0.0314, 0.0185, 0.0314, 0.0443, 0.0996, 0.1015, 0.1605, 0.1605, 0.2288, 0.2177, 0.1292, 0.083, 0.1125, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054584425598337461", "ticker_idx": 0, "ts": "2026-05-13T15:27:54+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still only $2bn market cap btw", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST: NVDA partnership, 49% YoY revenue growth, Stereolabs acquisition — still only $2B market cap implies upside.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST is up 16% on the day.\n\nup 29% since I authored this article.\n\ndid you listen anon?\n\na reminder that they're now partnered with $NVDA. $49M revenue.+49% YoY. 12,600+ sensors. Stereolabs in Q2.\n\nstill only $2bn market cap btw. https://t.co/ABQXfBiGIV", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": -0.20690658959124575, "ret_signed_m1d": -0.20690658959124575, "alpha_spy_m1d": -0.20134287983039412, "alpha_c_m1d": -0.1975766163590068, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.009329973232238942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.012298909513974943, "alpha_c_p1d": 0.005208824044625526, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.014984400373903917, "ret_p1w": -0.09657587083838504, "ret_signed_p1w": -0.09657587083838504, "alpha_spy_p1w": -0.09514793003832767, "alpha_c_p1w": -0.09821560892603154, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.0016397380876465029, "ret_p1m": 0.15920406007953147, "ret_signed_p1m": 0.15920406007953147, "alpha_spy_p1m": 0.16533352193083417, "alpha_c_p1m": 0.12324143007508881, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.035962630004442664, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15920406007953147, "alpha_spy_stated": 0.16533352193083417, "alpha_c_stated": 0.12324143007508881, "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, 0.3149, 0.3471, 0.2865, 0.3781, 0.1613, 0.1964, 0.1273, 0.1235, 0.1592, 0.1648, 0.3222, 0.2505, 0.1917, 0.3629, 0.3629, 0.3954, 0.3216, 0.1914, 0.2239, 0.2297, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2018218774877360159", "ticker_idx": 0, "ts": "2026-02-02T07:03:47+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": "Peak fear, smart accumulation. The good times are near.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BTC: peak fear + whale accumulation signals good times ahead.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$BTC\n\nPeak fear, smart accumulation.\n\nThe good times are near.", "reply_text": null, "parent_text": null, "quoted_text": "SSDD: retail dumping, whales buying https://t.co/DtbCQGUQhE", "parent_author": null, "ret_m1d": 0.06913173159843944, "ret_signed_m1d": 0.06913173159843944, "alpha_spy_m1d": 0.07407836352638886, "alpha_c_m1d": 0.07407836352638886, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03882661934945053, "ret_signed_p1d": -0.03882661934945053, "alpha_spy_p1d": -0.030371233448277968, "alpha_c_p1d": -0.030371233448277968, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.10888446790272044, "ret_signed_p1w": -0.10888446790272044, "alpha_spy_p1w": -0.10678500373637556, "alpha_c_p1w": -0.10678500373637556, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.13210420960266522, "ret_signed_p1m": -0.13210420960266522, "alpha_spy_p1m": -0.11041930534472533, "alpha_c_p1m": -0.11041930534472533, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.030302233026037517, "ret_signed_p3m": -0.030302233026037517, "alpha_spy_p3m": -0.06655809271399604, "alpha_c_p3m": -0.06655809271399604, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13210420960266522, "alpha_spy_stated": -0.11041930534472533, "alpha_c_stated": -0.11041930534472533, "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, -0.0936, -0.1523, -0.1865, -0.1892, -0.2258, -0.1982, -0.2166, -0.2191, -0.1922, -0.1925, -0.1576, -0.1663, -0.1814, -0.2007, -0.1925, -0.1873, -0.2036, -0.2249, -0.241, -0.2373, 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:2055346553791885448", "ticker_idx": 0, "ts": "2026-05-15T17:56:19+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Leopold Aschenbrenner will have brought a position in $OUST\n\nCalling it now…", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Predicts Aschenbrenner's fund holds OUST as a position.", "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": "Leopold Aschenbrenner will have brought a position in $OUST \n\nCalling it now…", "reply_text": null, "parent_text": null, "quoted_text": "Today, Leopold Aschenbrenner's Situational Awareness 13F drops.\n\nThe 24 year old former OpenAI researcher turned a viral AGI manifesto into a multi-billion dollar hedge fund.\n\nHis #1 position: Bloom Energy $BE, already up +200% YTD and 1,400% over the past year.\n\nHis thesis was https://t.co/u9HDbjlw4I", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.01217581077006713, "alpha_c_m1d": -0.01838195717694946, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01838195717694946, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11818705585478329, "ret_signed_p1d": -0.11818705585478329, "alpha_spy_p1d": -0.11748354653705151, "alpha_c_p1d": -0.10740753446657303, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.010779521388210256, "ret_p1w": 0.062248942368088755, "ret_signed_p1w": 0.062248942368088755, "alpha_spy_p1w": 0.053495889039963274, "alpha_c_p1w": 0.038817676052979255, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0234312663151095, "ret_p1m": 0.29604129415189195, "ret_signed_p1m": 0.29604129415189195, "alpha_spy_p1m": 0.2748553817562698, "alpha_c_p1m": 0.2079328128345177, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.08810848131737425, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29604129415189195, "alpha_spy_stated": 0.2748553817562698, "alpha_c_stated": 0.2079328128345177, "price_path": [-0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1992660636048773346", "ticker_idx": 0, "ts": "2025-11-23T18:24:52+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is so massively undervalued. Come back in 2030. Amazon's entire workforce will be automated.", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly bullish AMZN: calls it massively undervalued with full workforce automation as multi-year thesis.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@qualtrim This is so massively undervalued. Come back in 2030. Amazon’s entire workforce will be automated.", "reply_text": null, "parent_text": "Amazon erased its entire earnings rally and is now flat YTD.\n\nIs this where long-term investors step in?\n\n$AMZN https://t.co/kwKlfNXtca", "quoted_text": null, "parent_author": "qualtrim", "ret_m1d": -0.024703890613605894, "ret_signed_m1d": -0.024703890613605894, "alpha_spy_m1d": -0.0101987787762019, "alpha_c_m1d": -0.01153158496839346, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.013172305645212434, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0149814363087164, "ret_signed_p1d": 0.0149814363087164, "alpha_spy_p1d": 0.005575600269422942, "alpha_c_p1d": -0.006418051975342287, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.021399488284058688, "ret_p1w": 0.03358673388949551, "ret_signed_p1w": 0.03358673388949551, "alpha_spy_p1w": 0.0163301242071201, "alpha_c_p1w": -0.001816558138978186, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.0354032920284737, "ret_p1m": 0.025897121451141425, "ret_signed_p1m": 0.025897121451141425, "alpha_spy_p1m": -0.005898741869383439, "alpha_c_p1m": -0.04549684500840989, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.07139396645955132, "ret_p3m": -0.09466147376921896, "ret_signed_p3m": -0.09466147376921896, "alpha_spy_p3m": -0.1212380588437304, "alpha_c_p3m": -0.11405107167291406, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.0193895979036951, "ret_p6m": 0.1461021642961866, "ret_signed_p6m": 0.1461021642961866, "alpha_spy_p6m": 0.04265554490962553, "alpha_c_p6m": 0.1352973912901967, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.01080477300598992, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0126, 0.0235, 0.012, 0.012, -0.0042, -0.0013, 0.0415, 0.0267, 0.0422, 0.0529, 0.0179, 0.0162, 0.0083, 0.0228, 0.0343, 0.0236, 0.0219, 0.023, 0.006, -0.0246, -0.0268, -0.0359, -0.0287, -0.0182, -0.0297, -0.025, -0.0171, -0.0299, -0.0238, -0.0199, -0.0047, 0.0065, -0.0438, -0.0274, -0.0437, -0.0473, -0.0522, -0.0585, -0.0433, -0.0188, -0.0368, -0.0229, -0.0091, 0.003, 0.0131, 0.0178, -0.0151, 0.0793, 0.1225, 0.1018, 0.1057, 0.0741, 0.0801, 0.0978, 0.1008, 0.0792, 0.0499, 0.0372, 0.0291, -0.0165, -0.0159, -0.0404, -0.0247, 0.0, 0.015, 0.0127, 0.0127, 0.0307, 0.0336, 0.036, 0.027, 0.0125, 0.0144, 0.0027, 0.0072, 0.0243, 0.0177, -0.0004, -0.0165, -0.0164, -0.0221, 0.0021, 0.0047, 0.0095, 0.0259, 0.027, 0.027, 0.0276, 0.0256, 0.0276, 0.0201, 0.0201, 0.001, 0.03, 0.0647, 0.0675, 0.0884, 0.0932, 0.0892, 0.0721, 0.0458, 0.0526, 0.0567, 0.0567, 0.0209, 0.0222, 0.0356, 0.0569, 0.0537, 0.0813, 0.0739, 0.0683, 0.0575, 0.0737, 0.0545, 0.0297, -0.0159, -0.0705, -0.0776, -0.0854, -0.0981, -0.1179, -0.1215, -0.1215, -0.1111, -0.095, -0.0947, -0.0715, -0.0928, -0.0783, -0.0691, -0.0811, -0.0719, -0.0791, -0.0776, -0.0418, -0.0324, -0.0578, -0.0565, -0.0528, -0.0602, -0.074, -0.0822, -0.0643, -0.049, -0.0725, -0.0774, -0.0924, -0.0713, -0.0841, -0.0644, -0.0828, -0.1191, -0.1119, -0.0796, -0.0694, -0.073, -0.073, -0.0596, -0.0553, -0.0222, 0.0326, 0.0535, 0.0601, 0.1005, 0.0982, 0.1035, 0.1073, 0.0972, 0.1044, 0.1285, 0.1273, 0.1667, 0.154, 0.1477, 0.1625, 0.1714, 0.1855, 0.2023, 0.2089, 0.2153, 0.1984, 0.2051, 0.1887, 0.1747, 0.1938, 0.1809, 0.1673, 0.1705, 0.1461]}
{"unit_id": "orig:2008531776323609062", "ticker_idx": 0, "ts": "2026-01-06T13:31:06+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You're still not bullish enough. More deals expected in 2026. A leader in power generation. Demand for power continues to grow. Nothing has even happened yet.", "tweet_type": "prediction", "timeline": "months", "summary": "Strong long on CIFR: more deals in 2026, power generation leadership, growing demand, and catalysts still ahead.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "You're still not bullish enough.\n\n1. More deals expected in 2026\n2. A leader in power generation\n3. Demand for power continues to grow\n\n$CIFR is the stock. \n\nP.S. Nothing has even happened yet. https://t.co/8fSEOkDDiE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.035347713769838585, "ret_signed_m1d": 0.035347713769838585, "alpha_spy_m1d": 0.041259712477032306, "alpha_c_m1d": 0.04919023579881243, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013842522028973847, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08323836463023315, "ret_signed_p1d": -0.08323836463023315, "alpha_spy_p1d": -0.080014952349035, "alpha_c_p1d": -0.08242011058722898, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.000818254043004174, "ret_p1w": 0.040478851049781106, "ret_signed_p1w": 0.040478851049781106, "alpha_spy_p1w": 0.037645693123954604, "alpha_c_p1w": 0.041638070353025025, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.001159219303243919, "ret_p1m": -0.18757130808441747, "ret_signed_p1m": -0.18757130808441747, "alpha_spy_p1m": -0.17944772020649824, "alpha_c_p1m": -0.12940570118450723, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.05816560689991024, "ret_p3m": -0.26909925737373985, "ret_signed_p3m": -0.26909925737373985, "alpha_spy_p3m": -0.21967975185793798, "alpha_c_p3m": -0.19756226337312222, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.07153699400061764, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18757130808441747, "alpha_spy_stated": -0.17944772020649824, "alpha_c_stated": -0.12940570118450723, "price_path": [0.0257, -0.0325, 0.1596, 0.191, 0.199, 0.0673, 0.0696, 0.1351, 0.0305, -0.0815, -0.0162, 0.1779, 0.171, 0.138, 0.1169, 0.0872, 0.0633, 0.2976, 0.2834, 0.4088, 0.2377, 0.1796, 0.1203, 0.0644, -0.0091, -0.1488, -0.1813, -0.1819, -0.1688, -0.1665, -0.1699, -0.1933, -0.0473, -0.0011, 0.0918, 0.0918, 0.1602, 0.1226, 0.0057, 0.0621, 0.1306, 0.0992, 0.1106, 0.1152, 0.0536, 0.0764, -0.0279, -0.1596, -0.1454, -0.1796, -0.1363, -0.0758, -0.0684, -0.0929, -0.0753, -0.0753, -0.134, -0.1403, -0.1682, -0.1585, -0.1585, -0.0764, 0.0353, 0.0, -0.0832, -0.0564, -0.0519, 0.008, 0.0405, 0.0336, -0.0011, 0.0718, 0.0718, 0.0217, 0.0103, -0.0086, 0.0017, -0.0599, 0.069, 0.0815, 0.0091, -0.0901, -0.0986, -0.073, -0.1876, -0.2759, -0.1602, -0.0445, -0.0251, -0.0718, -0.0821, -0.0639, -0.0639, -0.1083, -0.1209, -0.0992, -0.1648, -0.1323, -0.0239, -0.053, -0.0604, -0.1106, -0.1015, -0.1613, -0.0855, -0.1363, -0.2235, -0.1842, -0.2041, -0.1956, -0.2184, -0.1973, -0.1368, -0.1397, -0.1636, -0.1653, -0.2013, -0.1511, -0.1517, -0.0946, -0.1819, -0.2164, -0.315, -0.2662, -0.2794, -0.2691, -0.2691, -0.2389, -0.2013, -0.1209, -0.0673, -0.0576, 0.0125, 0.0519, 0.0262, -0.0114, 0.1043, 0.0998, 0.0285, 0.1083, 0.0656, 0.0376, 0.0353, -0.016, -0.0353, 0.0114, -0.0285, 0.02, 0.26, 0.2491, 0.1793, 0.1716, 0.1562, 0.1437, 0.2109, 0.2708, 0.1591, 0.0901, 0.0718, 0.1106, 0.2269, 0.2526, 0.2526, 0.3124, 0.4344, 0.4019, 0.3483, 0.3689, 0.4989, 0.496, 0.4567, 0.2799, 0.3848, 0.3133, 0.1984, 0.2902, 0.3968, 0.484, 0.4943, 0.5023, 0.6636, 0.6636, 0.6043, 0.5758, 0.4949, 0.4641, 0.4789, null, null, null]}
{"unit_id": "orig:2019080202236641449", "ticker_idx": 0, "ts": "2026-02-04T16:06:47+00:00", "symbol": "IGV", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The narrative dominating the software sector is that the industry has entered a structural, rather than cyclical, bear market. The iShares Expanded Tech-Software Sector ETF (IGV) has officially entered bear market territory, falling 22% from its recent highs.", "tweet_type": "analysis", "timeline": "months", "summary": "Software sector in structural bear market; IGV down 22%, traditional vendors starved of capital as AI cannibalizes IT budgets.", "resolved_tickers": ["IGV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "The market is dark red, here's why:\n\nGo touch grass.\n\nThe primary driver of market sentiment on February 4, 2026, is a massive global sell-off in software and data company stocks. \n\nThe catalyst for this rout was the release of a suite of 11 advanced artificial intelligence plugins by Anthropic, integrated into the \"Claude Cowork\" platform. \n\nThese tools were specifically designed to automate high-value, routine professional tasks in the legal, financial, and marketing sectors, such as contract review, compliance triage, and data synthesis.\n\nThe Disruption of the Billable Hour Model\n\nThe fundamental economic threat posed by these AI agents is the obsolescence of \"time-based\" or \"headcount-based\" revenue models. \n\nFor decades, professional service firms have billed clients based on the number of hours human employees spend on tasks. \n\nThe Anthropic plugins collapse the time required for these tasks from weeks or days to mere seconds, essentially \"killing the clock\" as a unit of value. \n\nThis has led to an immediate $285 billion contraction in market capitalization across the software and financial services sectors\n\nThe narrative dominating the software sector is that the industry has entered a structural, rather than cyclical, bear market. \n\nThe iShares Expanded Tech-Software Sector ETF (IGV) has officially entered bear 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{"unit_id": "orig:1999466826812531098", "ticker_idx": 0, "ts": "2025-12-12T13:10:14+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am delighted to announce that in the last couple of days I have purchased my first shares of $TE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long position in $TE, bullish on US energy for AI amid China cost competition.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "New position 🚨 \n\nI am delighted to announce that in the last couple of days I have purchased my first shares of $TE.\n\nAmerican-made energy for the AI race.\n\nThe Chinese can produce energy much cheaper than the US. That money printer’s gunna have to invest in great US companies to break this dominance!\n\n$TE GANG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0971962598496956, "ret_signed_m1d": 0.0971962598496956, "alpha_spy_m1d": 0.08632732061837456, "alpha_c_m1d": 0.09088004367169766, "bench_spy_m1d": 0.01086893923132104, "bench_c_m1d": 0.006316216177997935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05420560131261243, "ret_signed_p1d": -0.05420560131261243, "alpha_spy_p1d": -0.05269479276239464, "alpha_c_p1d": -0.055800563737411046, "bench_spy_p1d": -0.0015108085502177904, "bench_c_p1d": 0.0015949624247986183, "ret_p1w": 0.20186914821641055, "ret_signed_p1w": 0.20186914821641055, "alpha_spy_p1w": 0.20063537088090388, "alpha_c_p1w": 0.20748352986356033, "bench_spy_p1w": 0.0012337773355066695, "bench_c_p1w": -0.00561438164714978, "ret_p1m": 0.34766358255517527, "ret_signed_p1m": 0.34766358255517527, "alpha_spy_p1m": 0.32499558690896135, "alpha_c_p1m": 0.3030746511741078, "bench_spy_p1m": 0.022667995646213912, "bench_c_p1m": 0.044588931381067454, "ret_p3m": 0.521495418396984, "ret_signed_p3m": 0.521495418396984, "alpha_spy_p3m": 0.5265286486026117, "alpha_c_p3m": 0.43644686052111803, "bench_spy_p3m": -0.005033230205627737, "bench_c_p3m": 0.08504855787586596, "ret_p6m": 0.7065421078858796, "ret_signed_p6m": 0.7065421078858796, "alpha_spy_p6m": 0.6160864064318312, "alpha_c_p6m": 0.5918665485000922, "bench_spy_p6m": 0.09045570145404835, "bench_c_p6m": 0.11467555938578733, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34766358255517527, "alpha_spy_stated": 0.32499558690896135, "alpha_c_stated": 0.3030746511741078, "price_path": [-0.6729, -0.6692, -0.6523, -0.6355, -0.6206, -0.6561, -0.5888, -0.5757, -0.5888, -0.5645, -0.5925, -0.5533, -0.5589, -0.5271, -0.4766, -0.4654, -0.4523, -0.2841, -0.3196, -0.3458, -0.2505, -0.0206, -0.1234, -0.1925, -0.1103, -0.1626, -0.2318, -0.3065, -0.3514, -0.2841, -0.3084, -0.3271, -0.3196, -0.3047, -0.3607, -0.3121, -0.2355, -0.3121, -0.2879, -0.1589, -0.1757, -0.2804, -0.3477, -0.372, -0.4056, -0.428, -0.4598, -0.4916, -0.4916, -0.4131, -0.385, -0.2822, -0.2822, -0.2299, -0.1645, -0.114, -0.1551, -0.0449, 0.0897, 0.1252, 0.2579, 0.1495, 0.0972, 0.0, -0.0542, 0.0168, 0.0131, 0.1252, 0.2019, 0.3645, 0.329, 0.3178, 0.3178, 0.271, 0.2, 0.215, 0.2486, 0.2486, 0.4654, 0.5327, 0.4299, 0.3607, 0.2729, 0.2972, 0.3477, 0.4692, 0.4692, 0.385, 0.5271, 0.5271, 0.5477, 0.4617, 0.5645, 0.5888, 0.5215, 0.7047, 0.7738, 0.6598, 0.557, 0.6187, 0.6991, 0.4449, 0.3589, 0.5458, 0.428, 0.4037, 0.2804, 0.1607, 0.1439, 0.1439, 0.2037, 0.2075, 0.1794, 0.1607, 0.1757, 0.3252, 0.3495, 0.3626, 0.1514, 0.2785, 0.2168, 0.3271, 0.2729, 0.2561, 0.3383, 0.4916, 0.5215, 0.4467, 0.4243, 0.443, 0.4561, 0.3701, 0.4411, 0.2336, 0.2785, 0.2355, 0.2486, 0.1738, 0.0766, 0.0505, -0.1794, -0.1626, -0.2168, -0.2168, -0.243, -0.2654, -0.2206, -0.2187, -0.1234, -0.0449, -0.0916, -0.0019, -0.0673, -0.0598, -0.0692, -0.0486, 0.0075, 0.0075, -0.0112, -0.0075, -0.0841, -0.086, -0.1028, -0.0374, -0.0467, -0.0019, -0.015, -0.0374, 0.1514, 0.129, 0.0935, 0.0486, 0.071, 0.0598, 0.3084, 0.286, 0.6262, 0.6299, 0.5103, 0.5103, 0.9533, 1.0486, 1.0224, 0.9738, 0.9458, 1.2505, 1.1495, 1.1794, 0.7626, 0.7065]}
{"unit_id": "orig:2014706658719432959", "ticker_idx": 0, "ts": "2026-01-23T14:27:53+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Once we establish this as a floor/support, we can start looking to attack the $8.80-$9 region", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TE: needs to break $8.50 resistance, establish it as support, then target $8.80–$9 region.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE we didn't finish above $8.50 yesterday. So here's what we need to do:\n\n1. Break $8.50 resistance early\n2. Establish a floor of $8.50\n3. Once we establish this as a floor/support, we can start looking to attack the $8.80-$9 region.\n\nI recommend you keep an eye on volumes on green and red candles, it'll tell us a lot about buying/selling pressure at these key points.\n\nLet's have another great day $TE clan 🟢", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015294131110696219, "ret_signed_m1d": -0.015294131110696219, "alpha_spy_m1d": -0.014931527450829707, "alpha_c_m1d": -0.023088578732019416, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.007794447621323197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04235290078555831, "ret_signed_p1d": -0.04235290078555831, "alpha_spy_p1d": -0.04743113254743103, "alpha_c_p1d": -0.04332723008999495, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": 0.0009743293044366386, "ret_p1w": -0.020000008975758266, "ret_signed_p1w": -0.020000008975758266, "alpha_spy_p1w": -0.02397556238479359, "alpha_c_p1w": -0.027429141487345876, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.0074291325115876106, "ret_p1m": -0.2600000044878792, "ret_signed_p1m": -0.2600000044878792, "alpha_spy_p1m": -0.25007598833852884, "alpha_c_p1m": -0.3246083775363484, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.06460837304846923, "ret_p3m": -0.36588236864875345, "ret_signed_p3m": -0.36588236864875345, "alpha_spy_p3m": -0.40059127527363725, "alpha_c_p3m": -0.4103385367202316, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.04445616807147812, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.020000008975758266, "alpha_spy_stated": -0.02397556238479359, "alpha_c_stated": -0.027429141487345876, "price_path": [-0.5647, -0.5765, -0.5718, -0.5624, -0.5976, -0.5671, -0.5188, -0.5671, -0.5518, -0.4706, -0.4812, -0.5471, -0.5894, -0.6047, -0.6259, -0.64, -0.66, -0.68, -0.68, -0.6306, -0.6129, -0.5482, -0.5482, -0.5153, -0.4741, -0.4424, -0.4682, -0.3988, -0.3141, -0.2918, -0.2082, -0.2765, -0.3094, -0.3706, -0.4047, -0.36, -0.3624, -0.2918, -0.2435, -0.1412, -0.1635, -0.1706, -0.1706, -0.2, -0.2447, -0.2353, -0.2141, -0.2141, -0.0776, -0.0353, -0.1, -0.1435, -0.1988, -0.1835, -0.1518, -0.0753, -0.0753, -0.1282, -0.0388, -0.0388, -0.0259, -0.08, -0.0153, 0.0, -0.0424, 0.0729, 0.1165, 0.0447, -0.02, 0.0188, 0.0694, -0.0906, -0.1447, -0.0271, -0.1012, -0.1165, -0.1941, -0.2694, -0.28, -0.28, -0.2424, -0.24, -0.2576, -0.2694, -0.26, -0.1659, -0.1506, -0.1424, -0.2753, -0.1953, -0.2341, -0.1647, -0.1988, -0.2094, -0.1576, -0.0612, -0.0424, -0.0894, -0.1035, -0.0918, -0.0835, -0.1376, -0.0929, -0.2235, -0.1953, -0.2224, -0.2141, -0.2612, -0.3224, -0.3388, -0.4835, -0.4729, -0.5071, -0.5071, -0.5235, -0.5376, -0.5094, -0.5082, -0.4482, -0.3988, -0.4282, -0.3718, -0.4129, -0.4082, -0.4141, -0.4012, -0.3659, -0.3659, -0.3776, -0.3753, -0.4235, -0.4247, -0.4353, -0.3941, -0.4, -0.3718, -0.38, -0.3941, -0.2753, -0.2894, -0.3118, -0.34, -0.3259, -0.3329, -0.1765, -0.1906, 0.0235, 0.0259, -0.0494, -0.0494, 0.2294, 0.2894, 0.2729, 0.2424, 0.2247, 0.4165, 0.3529, 0.3718, 0.1094, 0.0741, -0.0047, -0.0906, -0.0035, 0.0, 0.0494, 0.0153, 0.0635, 0.1, 0.1, 0.2235, 0.0871, 0.0035, 0.0, -0.0341, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016885124579627407", "ticker_idx": 0, "ts": "2026-01-29T14:44:20+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anything above $9 is insanely bullish", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish on TE if it holds $9; above $9 is insanely bullish after retesting prior resistance.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Ideally, $TE holds $9 today. \n\nThen this is just a healthy retest of a previous resistance level.\n\nAnything above $9 is insanely bullish. https://t.co/fZownDurB2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06869365414593265, "ret_signed_m1d": 0.06869365414593265, "alpha_spy_m1d": 0.06670533140888302, "alpha_c_m1d": 0.07906382762923347, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.010370173483300826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06193695761787621, "ret_signed_p1d": -0.06193695761787621, "alpha_spy_p1d": -0.058954473512301875, "alpha_c_p1d": -0.05940475972281889, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.00253219789505732, "ret_p1w": -0.18130631900512872, "ret_signed_p1w": -0.18130631900512872, "alpha_spy_p1w": -0.15764775389162589, "alpha_c_p1w": -0.19643957707539972, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": 0.015133258070270994, "ret_p1m": -0.30630633242959804, "ret_signed_p1m": -0.30630633242959804, "alpha_spy_p1m": -0.29470757684202653, "alpha_c_p1m": -0.3743154524112937, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": 0.06800911998169568, "ret_p3m": -0.44819819456996324, "ret_signed_p3m": -0.44819819456996324, "alpha_spy_p3m": -0.476429459932718, "alpha_c_p3m": -0.48196419340411645, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.03376599883415321, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.18130631900512872, "alpha_spy_stated": -0.15764775389162589, "alpha_c_stated": -0.19643957707539972, "price_path": [-0.6149, -0.5856, -0.5394, -0.5856, -0.5709, -0.4932, -0.5034, -0.5664, -0.607, -0.6216, -0.6419, -0.6554, -0.6745, -0.6937, -0.6937, -0.6464, -0.6295, -0.5676, -0.5676, -0.536, -0.4966, -0.4662, -0.491, -0.4245, -0.3435, -0.3221, -0.2421, -0.3074, -0.339, -0.3975, -0.4302, -0.3874, -0.3896, -0.3221, -0.2759, -0.1779, -0.1993, -0.2061, -0.2061, -0.2342, -0.277, -0.268, -0.2477, -0.2477, -0.1171, -0.0766, -0.1385, -0.1802, -0.2331, -0.2185, -0.1881, -0.1149, -0.1149, -0.1655, -0.08, -0.08, -0.0676, -0.1194, -0.0574, -0.0428, -0.0833, 0.027, 0.0687, 0.0, -0.0619, -0.0248, 0.0236, -0.1295, -0.1813, -0.0687, -0.1396, -0.1543, -0.2286, -0.3007, -0.3108, -0.3108, -0.2748, -0.2725, -0.2894, -0.3007, -0.2917, -0.2016, -0.1869, -0.1791, -0.3063, -0.2297, -0.2669, -0.2005, -0.2331, -0.2432, -0.1937, -0.1014, -0.0833, -0.1284, -0.1419, -0.1306, -0.1227, -0.1745, -0.1318, -0.2568, -0.2297, -0.2556, -0.2477, -0.2928, -0.3514, -0.3671, -0.5056, -0.4955, -0.5282, -0.5282, -0.5439, -0.5574, -0.5304, -0.5293, -0.4718, -0.4245, -0.4527, -0.3986, -0.4381, -0.4336, -0.4392, -0.4268, -0.393, -0.393, -0.4043, -0.402, -0.4482, -0.4493, -0.4595, -0.42, -0.4257, -0.3986, -0.4065, -0.42, -0.3063, -0.3198, -0.3412, -0.3682, -0.3547, -0.3615, -0.2117, -0.2252, -0.0203, -0.018, -0.0901, -0.0901, 0.1768, 0.2342, 0.2185, 0.1892, 0.1723, 0.3559, 0.295, 0.3131, 0.0619, 0.0282, -0.0473, -0.1295, -0.0462, -0.0428, 0.0045, -0.0282, 0.018, 0.0529, 0.0529, 0.1712, 0.0405, -0.0394, -0.0428, -0.0755, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067626130421518745", "ticker_idx": 0, "ts": "2026-06-18T15:10:58+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Agreed - there's so much going on when you read deeper. The market is missing this.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agrees market is undervaluing OUST despite ongoing partnership news flow; bullish.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Godlikex3 Agreed - there’s so much going on when you read deeper. The market is missing this.", "reply_text": null, "parent_text": "@CoffeeStocksGuy News comes in every day in the form of new partnerships. I’m suprised the stock is still below 50$ when you compare $OUST  to other stocks that have already taken off this year.", "quoted_text": null, "parent_author": "Godlikex3", "ret_m1d": -0.1256173182833682, "ret_signed_m1d": -0.1256173182833682, "alpha_spy_m1d": -0.11532731096967686, "alpha_c_m1d": -0.09615637777215102, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.02946094051121717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.10199699444120702, "ret_signed_p1w": -0.10199699444120702, "alpha_spy_p1w": -0.08533791282767, "alpha_c_p1w": -0.06726069077844976, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.03473630366275726, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5452, -0.5583, -0.5658, -0.5854, -0.6208, -0.6429, -0.6055, -0.6002, -0.5815, -0.5815, -0.5854, -0.5849, -0.565, -0.5699, -0.5557, -0.5302, -0.4971, -0.4752, -0.481, -0.4791, -0.4172, -0.4071, -0.4039, -0.4329, -0.394, -0.4219, -0.4389, -0.4516, -0.4211, -0.432, -0.3955, -0.3859, -0.3688, -0.4737, -0.4589, -0.4245, -0.4181, -0.2663, -0.2514, -0.2514, -0.3399, -0.3618, -0.3371, -0.2465, -0.2049, -0.2049, -0.0831, -0.0502, -0.091, -0.0112, -0.0352, -0.0116, -0.056, 0.0112, -0.1479, -0.1222, -0.1729, -0.1756, -0.1495, -0.1454, -0.0298, -0.0825, -0.1256, 0.0, 0.0, 0.0238, -0.0303, -0.1258, -0.102, -0.0977, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058550972176114037", "ticker_idx": 0, "ts": "2026-05-24T14:09:32+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Here are the 4 hardware infrastructure stocks dominating my radar right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four hardware infrastructure stocks flagged as dominant Physical AI plays: OUST, AMBA, ARBE, and Pure Storage.", "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": "Jensen Huang says Physical AI is already a $9B annual run-rate business for Nvidia.\n\nThe market is hyper-focused on software, but the real asymmetric upside belongs to the hardware layer.\n\nHere are the 4 hardware infrastructure stocks dominating my radar right now. 🧵 https://t.co/DT5ut39joe\n\n---\n\n1/ $OUST (Ouster)\n\nHumanoid robots swept the Beijing robotic half-marathon running on Ouster LiDAR.\n13 consecutive quarters of revenue growth ($49M in Q1). Selected by NASA for the 2026 Astrolab lunar rover. https://t.co/NT6oSgqPt3\n\n---\n\n2/ The Edge Compute Layer: $AMBA (Ambarella)\n\nCentralized cloud compute falls short when an autonomous vehicle or robotic arm requires real-time latency. Processing must happen at the device level.\n\nAmbarella’s CV-series chips serve as the hyper-efficient edge AI inference engine. They process high-resolution sensory workloads locally without draining battery or thermal budgets. Watch their Q2 numbers closely.\n\n---\n\n3/ The Environment Layer: $ARBE (Arbe Robotics)\n\nWhile LiDAR maps high-fidelity 3D structures, physical AI systems require complete environmental redundancy. Optics fail in dense fog, blinding dust, heavy rain, and total darkness.\n\n$ARBE delivers 4D imaging radar with 100x the resolution of conventional radar, filling the exact safety gaps left by cameras. Highly differentiated tech play. Q1 results drop May 28.\n\n---\n\n4/ The Data/Storage Layer: $P (Pure Storage)\n\nNobody is talking about the massive Remaining Performance Obligations (RPO) jumping in this space. 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{"unit_id": "thread:2058550972176114037", "ticker_idx": 1, "ts": "2026-05-24T14:09:32+00:00", "symbol": "AMBA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ambarella's CV-series chips serve as the hyper-efficient edge AI inference engine", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four hardware infrastructure stocks flagged as dominant Physical AI plays: OUST, AMBA, ARBE, and Pure Storage.", "resolved_tickers": ["AMBA"], "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": "Jensen Huang says Physical AI is already a $9B annual run-rate business for Nvidia.\n\nThe market is hyper-focused on software, but the real asymmetric upside belongs to the hardware layer.\n\nHere are the 4 hardware infrastructure stocks dominating my radar right now. 🧵 https://t.co/DT5ut39joe\n\n---\n\n1/ $OUST (Ouster)\n\nHumanoid robots swept the Beijing robotic half-marathon running on Ouster LiDAR.\n13 consecutive quarters of revenue growth ($49M in Q1). Selected by NASA for the 2026 Astrolab lunar rover. https://t.co/NT6oSgqPt3\n\n---\n\n2/ The Edge Compute Layer: $AMBA (Ambarella)\n\nCentralized cloud compute falls short when an autonomous vehicle or robotic arm requires real-time latency. Processing must happen at the device level.\n\nAmbarella’s CV-series chips serve as the hyper-efficient edge AI inference engine. They process high-resolution sensory workloads locally without draining battery or thermal budgets. Watch their Q2 numbers closely.\n\n---\n\n3/ The Environment Layer: $ARBE (Arbe Robotics)\n\nWhile LiDAR maps high-fidelity 3D structures, physical AI systems require complete environmental redundancy. Optics fail in dense fog, blinding dust, heavy rain, and total darkness.\n\n$ARBE delivers 4D imaging radar with 100x the resolution of conventional radar, filling the exact safety gaps left by cameras. Highly differentiated tech play. 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{"unit_id": "thread:2058550972176114037", "ticker_idx": 2, "ts": "2026-05-24T14:09:32+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Highly differentiated tech play", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four hardware infrastructure stocks flagged as dominant Physical AI plays: OUST, AMBA, ARBE, and Pure Storage.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Jensen Huang says Physical AI is already a $9B annual run-rate business for Nvidia.\n\nThe market is hyper-focused on software, but the real asymmetric upside belongs to the hardware layer.\n\nHere are the 4 hardware infrastructure stocks dominating my radar right now. 🧵 https://t.co/DT5ut39joe\n\n---\n\n1/ $OUST (Ouster)\n\nHumanoid robots swept the Beijing robotic half-marathon running on Ouster LiDAR.\n13 consecutive quarters of revenue growth ($49M in Q1). Selected by NASA for the 2026 Astrolab lunar rover. https://t.co/NT6oSgqPt3\n\n---\n\n2/ The Edge Compute Layer: $AMBA (Ambarella)\n\nCentralized cloud compute falls short when an autonomous vehicle or robotic arm requires real-time latency. Processing must happen at the device level.\n\nAmbarella’s CV-series chips serve as the hyper-efficient edge AI inference engine. They process high-resolution sensory workloads locally without draining battery or thermal budgets. Watch their Q2 numbers closely.\n\n---\n\n3/ The Environment Layer: $ARBE (Arbe Robotics)\n\nWhile LiDAR maps high-fidelity 3D structures, physical AI systems require complete environmental redundancy. Optics fail in dense fog, blinding dust, heavy rain, and total darkness.\n\n$ARBE delivers 4D imaging radar with 100x the resolution of conventional radar, filling the exact safety gaps left by cameras. Highly differentiated tech play. 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{"unit_id": "thread:2058550972176114037", "ticker_idx": 3, "ts": "2026-05-24T14:09:32+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$P supplies the structural data layer keeping the entire physical AI pipeline feeding efficiently", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four hardware infrastructure stocks flagged as dominant Physical AI plays: OUST, AMBA, ARBE, and Pure Storage.", "resolved_tickers": ["P"], "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": "Jensen Huang says Physical AI is already a $9B annual run-rate business for Nvidia.\n\nThe market is hyper-focused on software, but the real asymmetric upside belongs to the hardware layer.\n\nHere are the 4 hardware infrastructure stocks dominating my radar right now. 🧵 https://t.co/DT5ut39joe\n\n---\n\n1/ $OUST (Ouster)\n\nHumanoid robots swept the Beijing robotic half-marathon running on Ouster LiDAR.\n13 consecutive quarters of revenue growth ($49M in Q1). Selected by NASA for the 2026 Astrolab lunar rover. https://t.co/NT6oSgqPt3\n\n---\n\n2/ The Edge Compute Layer: $AMBA (Ambarella)\n\nCentralized cloud compute falls short when an autonomous vehicle or robotic arm requires real-time latency. Processing must happen at the device level.\n\nAmbarella’s CV-series chips serve as the hyper-efficient edge AI inference engine. They process high-resolution sensory workloads locally without draining battery or thermal budgets. Watch their Q2 numbers closely.\n\n---\n\n3/ The Environment Layer: $ARBE (Arbe Robotics)\n\nWhile LiDAR maps high-fidelity 3D structures, physical AI systems require complete environmental redundancy. Optics fail in dense fog, blinding dust, heavy rain, and total darkness.\n\n$ARBE delivers 4D imaging radar with 100x the resolution of conventional radar, filling the exact safety gaps left by cameras. Highly differentiated tech play. Q1 results drop May 28.\n\n---\n\n4/ The Data/Storage Layer: $P (Pure Storage)\n\nNobody is talking about the massive Remaining Performance Obligations (RPO) jumping in this space. AI data centers are hitting severe rack space and power limits.\n\nEvery $1 spent on Nvidia GPUs requires $0.50 to $1.00 in high-performance storage and networking layers to stop chips from sitting idle. $P supplies the structural data layer keeping the entire physical AI pipeline feeding efficiently.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013016429493383108, "ret_signed_m1d": -0.013016429493383108, "alpha_spy_m1d": -0.006421569054417597, "alpha_c_m1d": 0.012639891199485942, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02954160334384237, "ret_signed_p1d": -0.02954160334384237, "alpha_spy_p1d": -0.02936836117909636, "alpha_c_p1d": -0.025706597070575432, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": -0.060780930502907116, "ret_signed_p1w": -0.060780930502907116, "alpha_spy_p1w": -0.07274483058595738, "alpha_c_p1w": -0.131376203912961, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.17600447867487046, "ret_signed_p1m": -0.17600447867487046, "alpha_spy_p1m": -0.1554059445237037, "alpha_c_p1m": -0.1658946377117786, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17600447867487046, "alpha_spy_stated": -0.1554059445237037, "alpha_c_stated": -0.1658946377117786, "price_path": [-0.2532, -0.2731, -0.2583, -0.3012, -0.3055, -0.3081, -0.3107, -0.2884, -0.3091, -0.2972, -0.3096, -0.3039, -0.2886, -0.2819, -0.2712, -0.2592, -0.2911, -0.2704, -0.2626, -0.259, -0.2978, -0.3324, -0.355, -0.3317, -0.3088, -0.2928, -0.2928, -0.3076, -0.2995, -0.2954, -0.3187, -0.3102, -0.2841, -0.2756, -0.2655, -0.2326, -0.242, -0.2303, -0.2171, -0.2149, -0.2079, -0.1915, -0.1628, -0.1972, -0.2042, -0.1913, -0.1894, -0.1766, -0.1553, -0.1576, -0.1392, -0.1153, -0.0114, -0.0568, -0.0444, -0.0515, -0.0812, -0.1277, -0.1394, -0.1179, -0.1058, -0.013, -0.013, 0.0, -0.0295, -0.1733, -0.1001, -0.0441, -0.0608, -0.085, -0.1114, -0.1831, -0.165, -0.2077, -0.247, -0.2152, -0.1816, -0.1545, -0.1708, -0.1775, -0.1555, -0.1555, -0.128, -0.181, -0.176, -0.1886, -0.2172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053741288730595735", "ticker_idx": 0, "ts": "2026-05-11T07:37:34+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The re-rating still has room to run.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish DRAM ETF; re-rating of memory as infrastructure still has further upside from here.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$DRAM is up 25% since my article.\n\nThis ETF is 5 weeks old. It already has $5B in AUM.\n\nThe market is finally pricing memory as infrastructure, not a commodity cycle.\n\nThe re-rating still has room to run. https://t.co/ERdHYLHmyB", "reply_text": null, "parent_text": null, "quoted_text": "The $DRAM ETF launched 5 weeks ago and pulled $2B in its first month.\n\nThat's institutional capital moving into Korean memory before most Western investors even have a route in.\n\nSK Hynix just posted the biggest quarterly revenue in Korean corporate history.\n\nThis is not a trade. https://t.co/1NLNiXvqzi", "parent_author": null, "ret_m1d": -0.041394381230914434, "ret_signed_m1d": -0.041394381230914434, "alpha_spy_m1d": -0.03912199369439806, "alpha_c_m1d": -0.03912199369439806, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.0022723875365163737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06862749579399863, "ret_signed_p1d": -0.06862749579399863, "alpha_spy_p1d": -0.06711254317941207, "alpha_c_p1d": -0.06711254317941207, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.10457519870638277, "ret_signed_p1w": -0.10457519870638277, "alpha_spy_p1w": -0.1036960080451721, "alpha_c_p1w": -0.1036960080451721, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": 0.08678283624532956, "ret_signed_p1m": 0.08678283624532956, "alpha_spy_p1m": 0.08982623310298854, "alpha_c_p1m": 0.08982623310298854, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": -0.0030433968576589754, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08678283624532956, "alpha_spy_stated": 0.08982623310298854, "alpha_c_stated": 0.08982623310298854, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.496, -0.496, -0.4706, -0.4655, -0.4105, -0.4121, -0.4112, -0.3909, -0.3542, -0.3742, -0.3638, -0.3538, -0.3633, -0.3658, -0.3228, -0.3399, -0.3246, -0.2997, -0.3223, -0.3059, -0.2859, -0.2663, -0.2289, -0.1596, -0.1162, -0.1549, -0.0414, 0.0, -0.0686, -0.0098, -0.0234, -0.0723, -0.1046, -0.0964, -0.0648, -0.0134, -0.041, -0.041, 0.0986, 0.1026, 0.136, 0.1474, 0.2346, 0.2631, 0.2656, 0.1928, 0.0129, 0.0988, 0.0868, 0.0416, 0.1823, 0.1803, 0.2903, 0.2367, 0.27, 0.3927, 0.3927, 0.4655, 0.2567, 0.2696, 0.396, 0.305, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053833503469621532", "ticker_idx": 0, "ts": "2026-05-11T13:44:00+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The structural margin story is sitting unread in the CFO's prepared remarks. hyperscaler gross margins run 75–85%. Their standard product ceiling is 70%. The market is reading the headline revenue numbers.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish $P: market missing a structural margin uplift from hyperscalers sourcing own NAND, driving 75–85% gross margins vs 70% ceiling — hidden in CFO remarks.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "i read the $P earnings remarks. \n\nThey've essentially removed their biggest input cost risk on their fastest growing segment - and handed it to customers who have more purchasing power to absorb it anyway.\n\nHyperscalers now source their own NAND.\n\nEverpure handles everything else.\n\nThat one change means hyperscaler gross margins run 75–85%. Their standard product ceiling is 70%.\n\nThe market is reading the headline revenue numbers. The structural margin story is sitting unread in the CFO's prepared remarks.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10510640096968615, "ret_signed_m1d": -0.10510640096968615, "alpha_spy_m1d": -0.10283401343316978, "alpha_c_m1d": -0.09183909498514176, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04591246479244793, "ret_signed_p1d": -0.04591246479244793, "alpha_spy_p1d": -0.044397512177861365, "alpha_c_p1d": -0.0308461540276197, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.1175864102780021, "ret_signed_p1w": -0.1175864102780021, "alpha_spy_p1w": -0.11670721961679142, "alpha_c_p1w": -0.09779778711312093, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": -0.19853442941316024, "ret_signed_p1m": -0.19853442941316024, "alpha_spy_p1m": -0.19549103255550127, "alpha_c_p1m": -0.214781382690738, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19853442941316024, "alpha_spy_stated": -0.19549103255550127, "alpha_c_stated": -0.214781382690738, "price_path": [-0.1293, -0.1893, -0.1545, -0.1545, -0.1677, -0.1688, -0.1574, -0.1535, -0.2164, -0.2246, -0.1578, -0.2446, -0.2647, -0.2497, -0.2931, -0.2975, -0.3001, -0.3027, -0.2802, -0.3011, -0.2891, -0.3016, -0.2959, -0.2804, -0.2736, -0.2628, -0.2506, -0.2829, -0.262, -0.2541, -0.2504, -0.2897, -0.3247, -0.3475, -0.324, -0.3008, -0.2846, -0.2846, -0.2996, -0.2914, -0.2873, -0.3109, -0.3023, -0.2758, -0.2672, -0.257, -0.2237, -0.2332, -0.2214, -0.208, -0.2059, -0.1988, -0.1822, -0.1531, -0.1879, -0.195, -0.1819, -0.18, -0.167, -0.1455, -0.1478, -0.1293, -0.1051, 0.0, -0.0459, -0.0333, -0.0405, -0.0705, -0.1176, -0.1295, -0.1077, -0.0955, -0.0016, -0.0016, 0.0116, -0.0183, -0.1637, -0.0896, -0.0331, -0.0499, -0.0744, -0.1011, -0.1737, -0.1554, -0.1985, -0.2383, -0.2061, -0.1721, -0.1447, -0.1612, -0.168, -0.1458, -0.1458, -0.1179, -0.1715, -0.1665, -0.1792, -0.2082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2068994560483553408", "ticker_idx": 0, "ts": "2026-06-22T09:48:37+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Name another AI infrastructure company that did this in 6 weeks … I'll wait.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN on rapid milestones: 1.4GW energised, NVDA partnership, two acquisitions, $3B raise, $4.4B ARR target.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "Name another AI infrastructure company that did this in 6 weeks:\n→ 1.4GW energised\n→ $3.4B $NVDA  partnership signed\n→ Two acquisitions closed\n→ $3.0B raised, oversubscribed\n→ $4.4B ARR target set\n\nI'll wait.\n\nDeep dive dropping today.\n\n$IREN https://t.co/E4NKi5fc5g", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.054334450687943514, "ret_signed_m1d": 0.054334450687943514, "alpha_spy_m1d": 0.05117753624834376, "alpha_c_m1d": 0.060237641344734194, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.00590319065679068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03780548182806842, "ret_signed_p1d": -0.03780548182806842, "alpha_spy_p1d": -0.02328352781757681, "alpha_c_p1d": -0.04115744277068356, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.0033519609426151398, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2715, -0.3415, -0.383, -0.444, -0.3972, -0.4006, -0.3886, -0.3886, -0.3823, -0.3715, -0.3524, -0.3483, -0.3086, -0.2427, -0.167, -0.1416, -0.1612, -0.1539, -0.1433, -0.2057, -0.1491, -0.0853, -0.1095, -0.1496, -0.2186, -0.2464, -0.1998, -0.1971, -0.1299, -0.0375, 0.0723, -0.0004, 0.0761, -0.0302, -0.0055, -0.0299, 0.0269, -0.0691, -0.1127, -0.1605, -0.0731, 0.0209, -0.0007, -0.0007, 0.0512, 0.1929, 0.1263, 0.1173, 0.1488, 0.1711, 0.1514, 0.0877, -0.0443, 0.0408, -0.0501, -0.0941, -0.0028, 0.051, 0.07, 0.0406, 0.0218, 0.0543, 0.0543, 0.0, -0.0378, -0.1155, -0.1605, -0.1699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064079272134746617", "ticker_idx": 0, "ts": "2026-06-08T20:17:01+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm holding and adding here on weakness.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Holding and adding ELMT on weakness; domestic Tungsten monopoly across semis, defense, nuclear, rare earths at sub-$500M market cap.", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "The hype for $ELMT has quickly left. Lots of retail jumped in last week after my own and others articles brought coverage.\n\nWe’re now almost back to prices seen before the big gap up. Maybe the market needs reminding that this name holds a domestic monopoly over key Tungsten production in the US.\n\nWhat industries use this?\n\n- Semiconductors\n- Space\n- Defence\n- Rare earths\n- Nuclear\n\nUnder $500 million marketcap. I’m holding and adding here on weakness.", "reply_text": null, "parent_text": null, "quoted_text": "New coverage. $ELMT - The Elmet Group.\n\nFour of the most-searched themes in the market right now - semiconductors, defense, nuclear fusion, critical materials. Investors are buying separate stocks for each.\nThere's one ~$460m micro-cap sitting inside all four. The screens have it https://t.co/mZ31Vl1zJU", "parent_author": null, "ret_m1d": -0.074626844426948, "ret_signed_m1d": -0.074626844426948, "alpha_spy_m1d": -0.07757093721655672, "alpha_c_m1d": -0.06340817119714537, "bench_spy_m1d": 0.002944092789608721, "bench_c_m1d": -0.011218673229802634, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009594898879514036, "ret_signed_p1d": -0.009594898879514036, "alpha_spy_p1d": 0.006170663628513262, "alpha_c_p1d": 0.02423202854950568, "bench_spy_p1d": -0.015765562508027298, "bench_c_p1d": -0.033826927429019715, "ret_p1w": -0.028251635404009656, "ret_signed_p1w": -0.028251635404009656, "alpha_spy_p1w": -0.04626945670892657, "alpha_c_p1w": -0.05245433163475366, "bench_spy_p1w": 0.018017821304916914, "bench_c_p1w": 0.024202696230744003, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0453, -0.0938, -0.137, -0.1919, -0.1301, -0.1285, -0.1658, -0.1807, -0.1972, -0.1658, -0.1818, -0.1626, -0.1695, -0.1077, -0.1087, -0.1397, -0.1764, -0.2351, -0.2788, -0.2521, -0.2186, -0.2164, -0.2164, -0.1658, -0.1706, -0.1365, -0.1855, 0.0101, 0.1775, 0.057, 0.0288, -0.0848, -0.0746, 0.0, -0.0096, 0.0357, 0.0901, 0.1002, -0.0283, -0.0075, 0.0362, 0.0362, -0.0005, -0.0165, -0.0346, -0.0043, 0.0107, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027132629112213582", "ticker_idx": 0, "ts": "2026-02-26T21:24:15+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been pounding the table on this name for weeks. Down 27% from the $96 ATH while the fundamentals were accelerating. The market was wrong. $1.85B backlog is the number that matters most. That's visibility. That's locked-in revenue. 73% backlog growth on top of 38% revenue growth = this is still accelerating.", "tweet_type": "analysis", "timeline": "months", "summary": "Long RKLB: record Q4 results, $1.85B backlog up 73%, 38% revenue growth signal continued acceleration while stock is down 27% from ATH.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB just reported Q4 earnings. They didn’t just beat — they set RECORDS across the board.\n\nThe numbers:\n1.Q4 Revenue: $180M — RECORD quarter (beat the $178M estimate)\n2.Full Year Revenue: $602M — RECORD annual revenue\n3.Annual Growth: 38% YoY\n4.Backlog: $1.85B — up 73% from last year\n5.Gross Margin: 44.3% non-GAAP — RECORD\n\nEvery single metric came in at a record.\n\nI’ve been pounding the table on this name for weeks. \n\nDown 27% from the $96 ATH while the fundamentals were accelerating. The market was wrong.\n\n$1.85B backlog is the number that \nmatters most. That’s visibility. That’s locked-in revenue. 73% backlog growth on top of 38% revenue growth = this is still accelerating.\n\nThis is still just the Electron chapter.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05137486440158656, "ret_signed_m1d": 0.05137486440158656, "alpha_spy_m1d": 0.04654975364649294, "alpha_c_m1d": 0.053858734916803486, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.002483870515216924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027062268999649364, "ret_signed_p1d": 0.027062268999649364, "alpha_spy_p1d": 0.026493746013601438, "alpha_c_p1d": 0.017126613750208408, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.009935655249440956, "ret_p1w": 0.01461652906705524, "ret_signed_p1w": 0.01461652906705524, "alpha_spy_p1w": 0.034456514354868184, "alpha_c_p1w": 0.05526232847346868, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.04064579940641344, "ret_p1m": -0.16960922814484813, "ret_signed_p1m": -0.16960922814484813, "alpha_spy_p1m": -0.0933776840101207, "alpha_c_p1m": -0.05619643127582041, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.11341279686902772, "ret_p3m": 1.1740954999268527, "ret_signed_p3m": 1.1740954999268527, "alpha_spy_p3m": 1.0771268204807027, "alpha_c_p3m": 1.1873631301339187, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": -0.013267630207066006, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16960922814484813, "alpha_spy_stated": -0.0933776840101207, "alpha_c_stated": -0.05619643127582041, "price_path": [-0.3936, -0.3528, -0.2855, -0.2901, -0.2538, -0.2268, -0.1676, -0.0806, -0.1101, -0.1981, -0.197, -0.2191, -0.1329, 0.0205, 0.1223, 0.1169, 0.1169, 0.1169, 0.0224, 0.0148, 0.0195, 0.0096, 0.0096, 0.0997, 0.1308, 0.245, 0.2168, 0.2023, 0.2279, 0.2721, 0.253, 0.3285, 0.3135, 0.3936, 0.3936, 0.2903, 0.2709, 0.2732, 0.2865, 0.1647, 0.259, 0.2818, 0.2399, 0.1588, 0.0731, 0.1761, 0.058, -0.0402, 0.0466, 0.0975, 0.0424, 0.0075, -0.0447, -0.024, -0.024, 0.0114, 0.077, 0.1082, 0.0255, 0.0161, 0.0126, 0.0159, 0.0514, 0.0, 0.0271, 0.0149, 0.0407, 0.013, 0.0146, 0.0344, -0.0025, 0.0414, -0.0106, -0.01, 0.032, 0.1373, 0.0055, 0.041, -0.0271, -0.0159, -0.0438, 0.0547, -0.0457, -0.1182, -0.1696, -0.0706, -0.0518, -0.0198, -0.0198, -0.0207, -0.0402, -0.0003, -0.0342, -0.0152, 0.022, 0.0452, 0.0651, 0.2001, 0.2272, 0.2946, 0.2538, 0.303, 0.2243, 0.1531, 0.1909, 0.1373, 0.1146, 0.1941, 0.1405, 0.1622, 0.1398, 0.225, 0.1372, 0.5263, 0.6983, 0.7013, 0.7967, 0.9182, 0.8056, 0.8981, 0.8424, 0.9433, 0.8155, 0.9647, 0.9647, 1.0724, 1.1741, 1.1423, 1.0764, 0.7712, 0.7847, 0.6599, 0.7359, 0.5931, 0.6447, 0.5663, 0.5203, 0.6611, 0.4818, 0.581, 0.5142, 0.5627, 0.552, 0.552, 0.4514, 0.3766, 0.236, 0.1677, 0.2234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055290560416534665", "ticker_idx": 0, "ts": "2026-05-15T14:13:49+00:00", "symbol": "CML Microsystems", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "How $CML is trading at 270p whilst NAV sits at 305p. The market is wrong.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CML Microsystems: trading at 270p vs 305p NAV, author asserts market is mispricing it; thesis backed by GaN HFET satellite communications moat and $30M contract.", "resolved_tickers": ["CML.L"], "resolution_method": "exchange_ticker", "resolution_reason": "CML Microsystems listed on LSE; 270p/NAV context confirms UK listing", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I spent weeks researching the RF semiconductor moat in satellite communications.\n\nThe real barrier to entry in next-gen satellite ground infrastructure isn't capital - it's linearity. Whoever masters GaN HFET performance at Ka-band and above controls the design-in for the next 20 years.\n\nIn the article:\n→ Why GaAs and GaN outperform silicon at high frequency - and why that gap widens at mmWave \n→ How $CML is trading at 270p whilst NAV sits at 305p. The market is wrong.\n→ The $30M contract that proves the thesis is already converting", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/H5itfM7i8i", "parent_author": null, "ret_m1d": 0.08256880733944949, "ret_signed_m1d": 0.08256880733944949, "alpha_spy_m1d": 0.07039299656938236, "alpha_c_m1d": 0.043024645607373735, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04587155963302747, "ret_signed_p1d": 0.04587155963302747, "alpha_spy_p1d": 0.046575068950759246, "alpha_c_p1d": 0.06416981828696067, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.13761467889908263, "ret_signed_p1w": 0.13761467889908263, "alpha_spy_p1w": 0.12886162557095715, "alpha_c_p1w": 0.10170142530544801, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.09174311926605494, "ret_signed_p1m": 0.09174311926605494, "alpha_spy_p1m": 0.07055720687043276, "alpha_c_p1m": -0.07139443034269766, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09174311926605494, "alpha_spy_stated": 0.07055720687043276, "alpha_c_stated": -0.07139443034269766, "price_path": [-0.1266, -0.1266, -0.1193, -0.1193, -0.1193, -0.1193, -0.1376, -0.1303, -0.1376, -0.1486, -0.1743, -0.1376, -0.1376, -0.1376, -0.1927, -0.1927, -0.1927, -0.1927, -0.211, -0.211, -0.211, -0.2183, -0.2294, -0.2404, -0.1743, -0.1963, -0.1706, -0.167, -0.167, -0.1743, -0.1817, -0.2477, -0.2294, -0.2294, -0.2294, -0.1927, -0.1743, -0.0716, -0.0936, -0.1743, -0.1743, -0.1743, -0.1743, -0.1743, -0.1651, -0.1651, -0.156, -0.156, -0.156, -0.1284, -0.1284, -0.1284, -0.1284, -0.1284, -0.1284, -0.1193, -0.1284, -0.1083, 0.055, 0.156, 0.1101, 0.1101, 0.0826, 0.0, 0.0459, 0.0642, 0.0183, 0.1193, 0.1376, 0.1376, 0.1193, 0.2661, 0.3578, 0.2569, 0.2936, 0.2936, 0.156, 0.1193, 0.1193, 0.055, 0.055, 0.0642, -0.0275, 0.0734, 0.0917, 0.0826, 0.0092, -0.0275, -0.0367, -0.0275, -0.0385, -0.0275, -0.0275, -0.0367, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029270654886003081", "ticker_idx": 0, "ts": "2026-03-04T19:00:00+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX makes the highest energy-density commercial battery on the planet... Amprius is the front-runner for NDAA-compliant drone batteries. $12M contract from the Defence Innovation Unit to prove it.", "tweet_type": "analysis", "timeline": "years", "summary": "Long AMPX as front-runner for DoD NDAA-compliant drone batteries, 2x energy density, 234% revenue growth, $12M DIU contract.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "The part of the drone economy nobody is watching: batteries.\n\nEvery drone in the Iran conflict runs on lithium-ion cells. Flight time, payload, range - all constrained by one thing: energy density.\n\n$AMPX makes the highest energy-density commercial battery on the planet.\n\n520 Wh/kg. That's 2x any standard lithium-ion cell.\n\nNokia chose them for their drone-in-a-box platform.\n\nAeroVironment, L3Harris, Airbus AALTO are all customers. Revenue up 234% YoY.\n\nHere's the kicker: by January 2028, the DoD is BANNED from buying batteries made with Chinese or Russian materials for weapons systems.\n\nAmprius is the front-runner for NDAA-compliant drone batteries. $12M contract from the Defence Innovation Unit to prove it.\n\nThis is just 1 of the 7 layers I mapped in my full drone economy report today.\n\nCounter-drone. Manufacturers. Batteries. Components. ISR. Munitions. Software.\n\n8 companies. $400B TAM. \n\nFull breakdown pinned on my account✅", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07330677787344919, "ret_signed_m1d": -0.07330677787344919, "alpha_spy_m1d": -0.06630085122149887, "alpha_c_m1d": -0.07029487881495533, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.003011899058493861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18645419259159968, "ret_signed_p1d": 0.18645419259159968, "alpha_spy_p1d": 0.19202986308350745, "alpha_c_p1d": 0.20867392175081334, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.022219729159213664, "ret_p1w": 0.4812748900443926, "ret_signed_p1w": 0.4812748900443926, "alpha_spy_p1w": 0.49411916353874574, "alpha_c_p1w": 0.5180993484220955, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.03682445837770287, "ret_p1m": 0.2749003790304423, "ret_signed_p1m": 0.2749003790304423, "alpha_spy_p1m": 0.31505179810964745, "alpha_c_p1m": 0.3416152681606178, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06671488913017554, "ret_p3m": 0.7330677027445074, "ret_signed_p3m": 0.7330677027445074, "alpha_spy_p3m": 0.6228966021941857, "alpha_c_p3m": 0.7506023911883409, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.017534688443833546, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0295, -0.0598, -0.0677, -0.1203, -0.0884, -0.1307, -0.1992, -0.1809, -0.3004, -0.2709, -0.255, -0.2773, -0.3052, -0.3203, -0.3203, -0.341, -0.3689, -0.3761, -0.3713, -0.3713, -0.3036, -0.2661, -0.2677, -0.2908, -0.2637, -0.2446, -0.2024, -0.2295, -0.1745, -0.1912, -0.1235, -0.1235, -0.11, -0.102, -0.0478, -0.11, -0.1315, -0.0773, -0.0454, 0.0821, -0.0088, 0.0478, 0.1697, -0.012, -0.157, -0.0247, -0.0048, -0.0797, -0.1147, -0.188, -0.2056, -0.2056, -0.2215, -0.2104, -0.1753, -0.2414, -0.1873, -0.1394, -0.1187, -0.0821, -0.145, -0.0765, -0.0733, 0.0, 0.1865, 0.3012, 0.412, 0.4343, 0.4813, 0.4574, 0.4303, 0.4892, 0.5442, 0.506, 0.5227, 0.4502, 0.4884, 0.4151, 0.4287, 0.3673, 0.2845, 0.1729, 0.3434, 0.2367, 0.2749, 0.2749, 0.3992, 0.3307, 0.3482, 0.2869, 0.3721, 0.4653, 0.4255, 0.4582, 0.5243, 0.4876, 0.5625, 0.7076, 0.808, 0.7315, 0.6462, 0.7068, 0.5689, 0.6207, 0.6781, 0.6629, 0.6239, 0.7052, 0.7681, 0.2837, 0.3307, 0.4088, 0.5004, 0.396, 0.4239, 0.3426, 0.2645, 0.2335, 0.2008, 0.2191, 0.2773, 0.2773, 0.4207, 0.3673, 0.6614, 0.6159, 0.7331, 0.8255, 0.7323, 0.796, 0.5689, 0.5004, 0.388, 0.3092, 0.3625, 0.2996, 0.3402, 0.2343, 0.1952, 0.2884, 0.2884, 0.247, 0.1251, -0.0024, 0.0008, 0.0287, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008532767089324468", "ticker_idx": 0, "ts": "2026-01-06T13:35:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You don't own enough $IREN", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN on 3.2 GW power pipeline, $9.7B Microsoft/Blackwell contract through 2031, and industry-leading power costs.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "You don't own enough $IREN\n\nUnmatched Power Scale.\n-  IREN holds a massive 3.2 GW power pipeline with 2.9 GW already secured, providing the rare electrical capacity needed to bypass years of grid wait times.​\n\nHyperscale Validation.\n- A landmark $9.7 billion contract with Microsoft for 76,000 NVIDIA Blackwell GPUs provides guaranteed high-margin revenue and visibility through 2031.​\n\nVertical Cost Advantage:\n- By owning its own land, proprietary data center designs, and high-voltage infrastructure, IREN achieves industry-leading power costs of approximately $0.0385 per kWh.​\n\nHave you got enough?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05075151032016456, "ret_signed_m1d": 0.05075151032016456, "alpha_spy_m1d": 0.05666350902735828, "alpha_c_m1d": 0.05553880514587872, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.004787294825714161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049771288499381505, "ret_signed_p1d": -0.049771288499381505, "alpha_spy_p1d": -0.04654787621818335, "alpha_c_p1d": -0.03576415995186488, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.014007128547516623, "ret_p1w": 0.15421480842051838, "ret_signed_p1w": 0.15421480842051838, "alpha_spy_p1w": 0.15138165049469188, "alpha_c_p1w": 0.19269006743498596, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.03847525901446758, "ret_p1m": -0.021128321148487283, "ret_signed_p1m": -0.021128321148487283, "alpha_spy_p1m": -0.013004733270568059, "alpha_c_p1m": 0.022134164469400308, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.04326248561788759, "ret_p3m": -0.24264864793451713, "ret_signed_p3m": -0.24264864793451713, "alpha_spy_p3m": -0.19322914241871525, "alpha_c_p3m": -0.12535426225410373, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.1172943856804134, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021128321148487283, "alpha_spy_stated": -0.013004733270568059, "alpha_c_stated": 0.022134164469400308, "price_path": [0.3908, 0.3019, 0.3971, 0.5151, 0.4807, 0.3468, 0.3226, 0.2899, 0.2022, 0.1289, 0.2167, 0.3701, 0.4156, 0.3596, 0.3161, 0.2681, 0.3232, 0.4757, 0.4513, 0.6643, 0.4585, 0.3587, 0.3106, 0.2498, 0.2132, 0.0597, 0.01, 0.0327, 0.064, -0.0017, -0.0531, -0.0795, 0.0562, 0.034, 0.0553, 0.0553, 0.0414, 0.0562, -0.1043, -0.0425, 0.0118, -0.0261, 0.0094, 0.0203, -0.0433, -0.0429, -0.1259, -0.2272, -0.203, -0.2642, -0.2202, -0.1305, -0.0843, -0.0836, -0.0856, -0.0856, -0.1222, -0.1416, -0.1658, -0.1773, -0.1773, -0.0699, 0.0508, 0.0, -0.0498, -0.005, 0.0026, 0.0963, 0.1542, 0.1518, 0.1303, 0.2594, 0.2594, 0.1819, 0.1649, 0.1383, 0.2346, 0.1405, 0.3067, 0.3709, 0.3034, 0.1706, 0.1562, 0.1847, -0.0211, -0.1333, -0.0889, 0.0052, -0.0649, -0.0706, -0.1281, -0.0804, -0.0804, -0.1076, -0.0834, -0.0571, -0.1292, -0.0773, -0.01, -0.0409, -0.0364, -0.108, -0.0985, -0.1538, -0.0451, -0.126, -0.2006, -0.154, -0.1697, -0.0856, -0.0989, -0.0943, -0.0211, -0.0643, -0.0806, -0.0926, -0.1006, -0.0817, -0.1043, -0.0976, -0.1843, -0.2357, -0.3113, -0.2533, -0.2575, -0.2426, -0.2426, -0.2348, -0.2215, -0.1978, -0.1928, -0.1435, -0.0619, 0.0318, 0.0634, 0.039, 0.0481, 0.0612, -0.0161, 0.054, 0.1331, 0.103, 0.0534, -0.032, -0.0664, -0.0087, -0.0054, 0.0778, 0.1923, 0.3283, 0.2383, 0.333, 0.2013, 0.232, 0.2017, 0.2721, 0.1531, 0.0991, 0.0399, 0.1481, 0.2646, 0.2379, 0.2379, 0.3021, 0.4777, 0.3951, 0.384, 0.423, 0.4507, 0.4263, 0.3474, 0.1838, 0.2893, 0.1766, 0.1222, 0.2352, 0.3019, 0.3254, 0.289, 0.2657, 0.306, 0.306, 0.2387, 0.1919, 0.0956, 0.0399, 0.0283, null, null, null]}
{"unit_id": "quote:2024174790555422896", "ticker_idx": 0, "ts": "2026-02-18T17:30:52+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mid-2026 reaffirmation = bullish", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish RKLB into earnings if Neutron timeline holds at mid-2026; record launches and $1.1B backlog support thesis.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB earnings in 8 days.\n\nPrice is far from highs, but...\n✅ Record 21 Electron launches\n✅$1.1B backlog (+56% YoY)\n✅$1.3B+ in SDA defence contracts already locked in\n\nThe make-or-break moment: \n\nNeutron's schedule update after a tank rupture in January. \n✅Mid-2026 reaffirmation = bullish. \n❌ Any slip to 2027 = sell-off\n\nRead below to prepare yourself. Be ready for volatility.", "reply_text": null, "parent_text": null, "quoted_text": "THE ULTIMATE $RKLB INVESTMENT REPORT\n\nPre-Earnings Analysis. 8 days to go. This is EVERYTHING you need to know!\n\nTHE BUSINESS MODEL ━━━━━━━━━━━━━━━━━━━━━━\nRocket Lab operates two segments: Launch Services and Space Systems. It has evolved from a pure-play https://t.co/X1GXen76Z7", "parent_author": null, "ret_m1d": -0.06087071876853656, "ret_signed_m1d": -0.06087071876853656, "alpha_spy_m1d": -0.05585826250671688, "alpha_c_m1d": -0.06109926610048755, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": 0.00022854733195099008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029024505714254634, "ret_signed_p1d": 0.029024505714254634, "alpha_spy_p1d": 0.031661850037804196, "alpha_c_p1d": 0.021597681390824297, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.007426824323430337, "ret_p1w": -0.0567052045758325, "ret_signed_p1w": -0.0567052045758325, "alpha_spy_p1w": -0.06670105964116435, "alpha_c_p1w": -0.05990451669042729, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.003199312114594788, "ret_p1m": -0.03345871976665249, "ret_signed_p1m": -0.03345871976665249, "alpha_spy_p1m": 0.005140134958215414, "alpha_c_p1m": 0.029269811134077228, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.06272853090072972, "ret_p3m": 0.7624295470198099, "ret_signed_p3m": 0.7624295470198099, "alpha_spy_p3m": 0.683195848522143, "alpha_c_p3m": 0.784197190624082, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": -0.02176764360427208, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03345871976665249, "alpha_spy_stated": 0.005140134958215414, "alpha_c_stated": 0.029269811134077228, "price_path": [-0.4585, -0.4296, -0.4276, -0.4366, -0.4366, -0.4338, -0.4575, -0.437, -0.3991, -0.3366, -0.3408, -0.3072, -0.282, -0.2271, -0.1463, -0.1737, -0.2554, -0.2544, -0.2749, -0.1948, -0.0524, 0.0421, 0.0371, 0.0371, 0.0371, -0.0507, -0.0578, -0.0533, -0.0626, -0.0626, 0.0211, 0.05, 0.156, 0.1298, 0.1164, 0.1402, 0.1811, 0.1634, 0.2335, 0.2196, 0.294, 0.294, 0.1981, 0.1801, 0.1822, 0.1946, 0.0814, 0.169, 0.1901, 0.1513, 0.0759, -0.0036, 0.092, -0.0176, -0.1088, -0.0282, 0.0191, -0.0321, -0.0645, -0.113, -0.0938, -0.0938, -0.0609, 0.0, 0.029, -0.0478, -0.0566, -0.0598, -0.0567, -0.0238, -0.0715, -0.0464, -0.0576, -0.0337, -0.0594, -0.0579, -0.0395, -0.0738, -0.0331, -0.0813, -0.0808, -0.0418, 0.056, -0.0664, -0.0335, -0.0966, -0.0863, -0.1122, -0.0207, -0.1139, -0.1813, -0.229, -0.1371, -0.1196, -0.0899, -0.0899, -0.0907, -0.1088, -0.0718, -0.1032, -0.0856, -0.0511, -0.0296, -0.011, 0.1144, 0.1395, 0.2021, 0.1642, 0.2099, 0.1368, 0.0707, 0.1058, 0.056, 0.0349, 0.1087, 0.059, 0.0791, 0.0583, 0.1375, 0.0559, 0.4172, 0.5769, 0.5797, 0.6682, 0.7811, 0.6766, 0.7624, 0.7107, 0.8044, 0.6857, 0.8242, 0.8242, 0.9242, 1.0187, 0.9891, 0.928, 0.6446, 0.6571, 0.5413, 0.6118, 0.4792, 0.5271, 0.4543, 0.4116, 0.5423, 0.3758, 0.468, 0.4059, 0.451, 0.441, 0.441, 0.3476, 0.2782, 0.1477, 0.0843, 0.136, null, null, null, null, null, null, null, null, null, null, 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:2024204772350587244", "ticker_idx": 0, "ts": "2026-02-18T19:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Both down 30%+ from highs. Both stacking catalysts. Both reporting earnings within the next month. This is the kind of setup I live for. The market is handing us entries.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on both ONDS and RKLB as buying opportunities: down 30%+ from highs, catalysts stacking, earnings within a month.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Two deep dives in one week: $ONDS and $RKLB (today).  \n\nBoth down 30%+ from highs. Both stacking catalysts. Both reporting earnings within the next month.  \n\nThis is the kind of setup I live for. \n\nThe market is handing us entries.  \n\nIf you missed either breakdown, they're both on my profile.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09214087915162783, "ret_signed_m1d": -0.09214087915162783, "alpha_spy_m1d": -0.08712842288980815, "alpha_c_m1d": -0.08712842288980815, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.0050124562618196755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02890701511474769, "ret_signed_p1d": 0.02890701511474769, "alpha_spy_p1d": 0.031544359438297254, "alpha_c_p1d": 0.031544359438297254, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": -0.06955731936012333, "ret_signed_p1w": -0.06955731936012333, "alpha_spy_p1w": -0.07955317442545518, "alpha_c_p1w": -0.07955317442545518, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": -0.02890692896530378, "ret_signed_p1m": -0.02890692896530378, "alpha_spy_p1m": 0.009691925759564124, "alpha_c_p1m": 0.009691925759564124, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": -0.1237578973195117, "ret_signed_p3m": -0.1237578973195117, "alpha_spy_p3m": -0.20299159581717863, "alpha_c_p3m": -0.20299159581717863, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.07923369849766693, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02890692896530378, "alpha_spy_stated": 0.009691925759564124, "alpha_c_stated": 0.009691925759564124, "price_path": [-0.3916, -0.2123, -0.2376, -0.2556, -0.2556, -0.2864, -0.3153, -0.271, -0.1942, -0.1698, -0.1807, -0.1852, -0.1662, -0.248, -0.1852, -0.2096, -0.3053, -0.2692, -0.3342, -0.2954, -0.1671, -0.1626, -0.1906, -0.1752, -0.1752, -0.234, -0.2358, -0.1879, -0.1183, -0.1183, -0.0045, 0.1319, 0.1599, 0.1003, 0.2656, 0.2367, 0.1915, 0.2547, 0.2249, 0.1581, 0.0985, 0.0985, 0.1861, 0.1337, 0.14, 0.0994, 0.0081, 0.1075, 0.1084, 0.0181, -0.0641, -0.0388, 0.028, -0.1256, -0.234, -0.1247, -0.0659, -0.1256, -0.1662, -0.1897, -0.159, -0.159, -0.0921, 0.0, 0.0289, -0.0939, -0.0795, -0.0605, -0.0696, -0.056, -0.0894, -0.0361, -0.0949, -0.0506, -0.0524, -0.112, -0.122, -0.0958, -0.112, -0.0668, -0.0822, -0.0488, 0.019, -0.0217, -0.0289, -0.0912, -0.0154, -0.0352, -0.0687, -0.1472, -0.2051, -0.2638, -0.1834, -0.2042, -0.1328, -0.1328, -0.14, -0.1391, -0.1463, -0.1743, -0.1752, -0.1445, -0.1509, -0.0939, -0.0786, -0.0967, -0.0307, -0.0181, -0.0009, -0.0479, -0.047, -0.0108, -0.0533, -0.1427, -0.093, -0.0678, -0.121, -0.1572, -0.1563, -0.1969, -0.1816, -0.1491, -0.1834, -0.1996, 0.0126, -0.0407, -0.1238, -0.1757, -0.1545, -0.1707, -0.1816, -0.1816, -0.1174, -0.0244, 0.1969, 0.1942, 0.2159, 0.2267, 0.0488, 0.0813, -0.0578, -0.0696, -0.1283, -0.159, -0.112, -0.1572, -0.1409, -0.168, -0.1762, -0.1626, -0.1626, -0.1969, -0.2294, -0.3062, -0.3067, -0.2927, null, null, null, null, null, null, null, null, null, null, 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:2024204772350587244", "ticker_idx": 1, "ts": "2026-02-18T19:30:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Both down 30%+ from highs. Both stacking catalysts. Both reporting earnings within the next month. This is the kind of setup I live for. The market is handing us entries.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on both ONDS and RKLB as buying opportunities: down 30%+ from highs, catalysts stacking, earnings within a month.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Two deep dives in one week: $ONDS and $RKLB (today).  \n\nBoth down 30%+ from highs. Both stacking catalysts. Both reporting earnings within the next month.  \n\nThis is the kind of setup I live for. \n\nThe market is handing us entries.  \n\nIf you missed either breakdown, they're both on my profile.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06087071876853656, "ret_signed_m1d": -0.06087071876853656, "alpha_spy_m1d": -0.05585826250671688, "alpha_c_m1d": -0.06109926610048755, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": 0.00022854733195099008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029024505714254634, "ret_signed_p1d": 0.029024505714254634, "alpha_spy_p1d": 0.031661850037804196, "alpha_c_p1d": 0.021597681390824297, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.007426824323430337, "ret_p1w": -0.0567052045758325, "ret_signed_p1w": -0.0567052045758325, "alpha_spy_p1w": -0.06670105964116435, "alpha_c_p1w": -0.05990451669042729, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.003199312114594788, "ret_p1m": -0.03345871976665249, "ret_signed_p1m": -0.03345871976665249, "alpha_spy_p1m": 0.005140134958215414, "alpha_c_p1m": 0.029269811134077228, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.06272853090072972, "ret_p3m": 0.7624295470198099, "ret_signed_p3m": 0.7624295470198099, "alpha_spy_p3m": 0.683195848522143, "alpha_c_p3m": 0.784197190624082, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": -0.02176764360427208, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03345871976665249, "alpha_spy_stated": 0.005140134958215414, "alpha_c_stated": 0.029269811134077228, "price_path": [-0.4585, -0.4296, -0.4276, -0.4366, -0.4366, -0.4338, -0.4575, -0.437, -0.3991, -0.3366, -0.3408, -0.3072, -0.282, -0.2271, -0.1463, -0.1737, -0.2554, -0.2544, -0.2749, -0.1948, -0.0524, 0.0421, 0.0371, 0.0371, 0.0371, -0.0507, -0.0578, -0.0533, -0.0626, -0.0626, 0.0211, 0.05, 0.156, 0.1298, 0.1164, 0.1402, 0.1811, 0.1634, 0.2335, 0.2196, 0.294, 0.294, 0.1981, 0.1801, 0.1822, 0.1946, 0.0814, 0.169, 0.1901, 0.1513, 0.0759, -0.0036, 0.092, -0.0176, -0.1088, -0.0282, 0.0191, -0.0321, -0.0645, -0.113, -0.0938, -0.0938, -0.0609, 0.0, 0.029, -0.0478, -0.0566, -0.0598, -0.0567, -0.0238, -0.0715, -0.0464, -0.0576, -0.0337, -0.0594, -0.0579, -0.0395, -0.0738, -0.0331, -0.0813, -0.0808, -0.0418, 0.056, -0.0664, -0.0335, -0.0966, -0.0863, -0.1122, -0.0207, -0.1139, -0.1813, -0.229, -0.1371, -0.1196, -0.0899, -0.0899, -0.0907, -0.1088, -0.0718, -0.1032, -0.0856, -0.0511, -0.0296, -0.011, 0.1144, 0.1395, 0.2021, 0.1642, 0.2099, 0.1368, 0.0707, 0.1058, 0.056, 0.0349, 0.1087, 0.059, 0.0791, 0.0583, 0.1375, 0.0559, 0.4172, 0.5769, 0.5797, 0.6682, 0.7811, 0.6766, 0.7624, 0.7107, 0.8044, 0.6857, 0.8242, 0.8242, 0.9242, 1.0187, 0.9891, 0.928, 0.6446, 0.6571, 0.5413, 0.6118, 0.4792, 0.5271, 0.4543, 0.4116, 0.5423, 0.3758, 0.468, 0.4059, 0.451, 0.441, 0.441, 0.3476, 0.2782, 0.1477, 0.0843, 0.136, null, null, null, null, null, null, null, null, null, null, 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:2008609200755343633", "ticker_idx": 0, "ts": "2026-01-06T18:38:46+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sounds like some $IREN might be good!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN as a beneficiary of Nvidia CEO's comment that he needs more energy.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "The CEO of the world’s company is saying he needs more energy.\n\nIdk but sounds like some $IREN might be good!", "reply_text": null, "parent_text": null, "quoted_text": "*NVIDIA CEO SAYS \"WE WISH WE HAD MORE ENERGY'", "parent_author": null, "ret_m1d": 0.05075151032016456, "ret_signed_m1d": 0.05075151032016456, "alpha_spy_m1d": 0.05666350902735828, "alpha_c_m1d": 0.05553880514587872, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.004787294825714161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049771288499381505, "ret_signed_p1d": -0.049771288499381505, "alpha_spy_p1d": -0.04654787621818335, "alpha_c_p1d": -0.03576415995186488, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.014007128547516623, "ret_p1w": 0.15421480842051838, "ret_signed_p1w": 0.15421480842051838, "alpha_spy_p1w": 0.15138165049469188, "alpha_c_p1w": 0.19269006743498596, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.03847525901446758, "ret_p1m": -0.021128321148487283, "ret_signed_p1m": -0.021128321148487283, "alpha_spy_p1m": -0.013004733270568059, "alpha_c_p1m": 0.022134164469400308, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.04326248561788759, "ret_p3m": -0.24264864793451713, "ret_signed_p3m": -0.24264864793451713, "alpha_spy_p3m": -0.19322914241871525, "alpha_c_p3m": -0.12535426225410373, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.1172943856804134, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021128321148487283, "alpha_spy_stated": -0.013004733270568059, "alpha_c_stated": 0.022134164469400308, "price_path": [0.3908, 0.3019, 0.3971, 0.5151, 0.4807, 0.3468, 0.3226, 0.2899, 0.2022, 0.1289, 0.2167, 0.3701, 0.4156, 0.3596, 0.3161, 0.2681, 0.3232, 0.4757, 0.4513, 0.6643, 0.4585, 0.3587, 0.3106, 0.2498, 0.2132, 0.0597, 0.01, 0.0327, 0.064, -0.0017, -0.0531, -0.0795, 0.0562, 0.034, 0.0553, 0.0553, 0.0414, 0.0562, -0.1043, -0.0425, 0.0118, -0.0261, 0.0094, 0.0203, -0.0433, -0.0429, -0.1259, -0.2272, -0.203, -0.2642, -0.2202, -0.1305, -0.0843, -0.0836, -0.0856, -0.0856, -0.1222, -0.1416, -0.1658, -0.1773, -0.1773, -0.0699, 0.0508, 0.0, -0.0498, -0.005, 0.0026, 0.0963, 0.1542, 0.1518, 0.1303, 0.2594, 0.2594, 0.1819, 0.1649, 0.1383, 0.2346, 0.1405, 0.3067, 0.3709, 0.3034, 0.1706, 0.1562, 0.1847, -0.0211, -0.1333, -0.0889, 0.0052, -0.0649, -0.0706, -0.1281, -0.0804, -0.0804, -0.1076, -0.0834, -0.0571, -0.1292, -0.0773, -0.01, -0.0409, -0.0364, -0.108, -0.0985, -0.1538, -0.0451, -0.126, -0.2006, -0.154, -0.1697, -0.0856, -0.0989, -0.0943, -0.0211, -0.0643, -0.0806, -0.0926, -0.1006, -0.0817, -0.1043, -0.0976, -0.1843, -0.2357, -0.3113, -0.2533, -0.2575, -0.2426, -0.2426, -0.2348, -0.2215, -0.1978, -0.1928, -0.1435, -0.0619, 0.0318, 0.0634, 0.039, 0.0481, 0.0612, -0.0161, 0.054, 0.1331, 0.103, 0.0534, -0.032, -0.0664, -0.0087, -0.0054, 0.0778, 0.1923, 0.3283, 0.2383, 0.333, 0.2013, 0.232, 0.2017, 0.2721, 0.1531, 0.0991, 0.0399, 0.1481, 0.2646, 0.2379, 0.2379, 0.3021, 0.4777, 0.3951, 0.384, 0.423, 0.4507, 0.4263, 0.3474, 0.1838, 0.2893, 0.1766, 0.1222, 0.2352, 0.3019, 0.3254, 0.289, 0.2657, 0.306, 0.306, 0.2387, 0.1919, 0.0956, 0.0399, 0.0283, null, null, null]}
{"unit_id": "orig:2067661361279074636", "ticker_idx": 0, "ts": "2026-06-18T17:30:58+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 is up 10% and is going to $76", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST with a $76 price target.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "How I’m feeling on Holiday knowing $OUST is up 10% and is going to $76: https://t.co/YNXL5DFmnK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1256173182833682, "ret_signed_m1d": -0.1256173182833682, "alpha_spy_m1d": -0.11532731096967686, "alpha_c_m1d": -0.09615637777215102, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.02946094051121717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.10199699444120702, "ret_signed_p1w": -0.10199699444120702, "alpha_spy_p1w": -0.08533791282767, "alpha_c_p1w": -0.06726069077844976, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.03473630366275726, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5452, -0.5583, -0.5658, -0.5854, -0.6208, -0.6429, -0.6055, -0.6002, -0.5815, -0.5815, -0.5854, -0.5849, -0.565, -0.5699, -0.5557, -0.5302, -0.4971, -0.4752, -0.481, -0.4791, -0.4172, -0.4071, -0.4039, -0.4329, -0.394, -0.4219, -0.4389, -0.4516, -0.4211, -0.432, -0.3955, -0.3859, -0.3688, -0.4737, -0.4589, -0.4245, -0.4181, -0.2663, -0.2514, -0.2514, -0.3399, -0.3618, -0.3371, -0.2465, -0.2049, -0.2049, -0.0831, -0.0502, -0.091, -0.0112, -0.0352, -0.0116, -0.056, 0.0112, -0.1479, -0.1222, -0.1729, -0.1756, -0.1495, -0.1454, -0.0298, -0.0825, -0.1256, 0.0, 0.0, 0.0238, -0.0303, -0.1258, -0.102, -0.0977, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995599277503250453", "ticker_idx": 0, "ts": "2025-12-01T21:01:58+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": "70% of my portfolio is $BTC at about 0.0985, will be at 0.1 by EOY😁", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds 70% of portfolio in BTC; targets 0.1 BTC price by end of year.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CarsonTalkMoney 70% of my portfolio is $BTC at about 0.0985, will be at 0.1 by EOY😁", "reply_text": null, "parent_text": "@shabamlo Thanks :) do you own any $BTC?", "quoted_text": null, "parent_author": "CarsonTalkMoney", "ret_m1d": 0.053262415128171314, "ret_signed_m1d": 0.053262415128171314, "alpha_spy_m1d": 0.05511126741304573, "alpha_c_m1d": 0.05511126741304573, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": -0.0018488522848744138, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": 0.05825464938016567, "alpha_spy_p1d": 0.05479190029980607, "alpha_c_p1d": 0.05479190029980607, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.003462749080359595, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": 0.050029590482028485, "alpha_spy_p1w": 0.04781412817143549, "alpha_c_p1w": 0.04781412817143549, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.002215462310592997, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": 0.024426832046342772, "alpha_spy_p1m": 0.020898075101746683, "alpha_c_p1m": 0.020898075101746683, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.00352875694459609, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": -0.21857569095065232, "alpha_spy_p3m": -0.2280939166159185, "alpha_c_p3m": -0.2280939166159185, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.009518225665266167, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": -0.12158995601566491, "alpha_spy_p6m": -0.22899983090051224, "alpha_c_p6m": -0.22899983090051224, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.10740987488484732, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024426832046342772, "alpha_spy_stated": 0.020898075101746683, "alpha_c_stated": 0.020898075101746683, "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:2059239360721989726", "ticker_idx": 0, "ts": "2026-05-26T11:44:57+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going so much higher.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long OUST; defense vertical not yet priced in, expanding partnerships with NASA, NVDA DRIVE, and European defense signal much more upside.", "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": "Great post on $OUST. But “Overheated” assumes the defense vertical is priced in.\n\nThis morning: ARGUS Interception - German counter-drone company, founded by former Armed Forces officers - integrated Ouster lidar into their A1-Falke® interceptor. Captures hostile drones intact for forensic analysis.\n\nNASA. $NVDA DRIVE. Now European defense.\n\nIt’s going so much higher.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST up 67% since this post 18 days ago\n\nAI is making its way into the real world via drones, autonomous vehicles, robotics, smart sensors, etc.\n\nNear unlimited defense and civilian applications.\nAn accelerating trend.\n\nAnd Ouster has best-in-class hardware + software to act as", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052766642514297325", "ticker_idx": 0, "ts": "2026-05-08T15:04:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $INTC $DRAM will continue to fly", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU, SNDK, INTC on a sustained memory cycle with no end in sight.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "When you read this article and finally realise the memory cycle isn’t going away anytime soon\n\n $MU $SNDK $INTC $DRAM will continue to fly https://t.co/LyUDRPsUwU", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.1341438826519208, "ret_signed_m1d": -0.1341438826519208, "alpha_spy_m1d": -0.12595539062529948, "alpha_c_m1d": -0.0874746210519386, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06496969736595304, "ret_signed_p1d": 0.06496969736595304, "alpha_spy_p1d": 0.06269213432356557, "alpha_c_p1d": 0.047724630980225724, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.02965951779766396, "ret_signed_p1w": -0.02965951779766396, "alpha_spy_p1w": -0.031760875409074796, "alpha_c_p1w": -0.011655578856954785, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.2711131779169784, "ret_signed_p1m": 0.2711131779169784, "alpha_spy_p1m": 0.26894412556372327, "alpha_c_p1m": 0.21530070864113604, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2711131779169784, "alpha_spy_stated": 0.26894412556372327, "alpha_c_stated": 0.21530070864113604, "price_path": [-0.5004, -0.4508, -0.4459, -0.449, -0.449, -0.4649, -0.4366, -0.4414, -0.4269, -0.4365, -0.4405, -0.4258, -0.4438, -0.4481, -0.4477, -0.4918, -0.4636, -0.4686, -0.5044, -0.4789, -0.4605, -0.4396, -0.4575, -0.4296, -0.4087, -0.382, -0.382, -0.4054, -0.434, -0.4588, -0.4706, -0.4886, -0.5242, -0.5219, -0.5691, -0.5476, -0.5074, -0.5096, -0.5096, -0.4942, -0.4944, -0.4554, -0.4356, -0.4368, -0.4288, -0.3765, -0.3891, -0.3878, -0.3906, -0.3996, -0.3983, -0.3473, -0.355, -0.3349, -0.2976, -0.3247, -0.3058, -0.3075, -0.274, -0.2281, -0.1428, -0.1074, -0.1341, 0.0, 0.065, 0.0265, 0.0761, 0.0391, -0.0297, -0.0874, -0.0644, -0.0198, 0.0205, 0.0056, 0.0056, 0.1996, 0.2432, 0.2366, 0.3002, 0.3866, 0.4249, 0.4456, 0.3337, 0.1569, 0.2711, 0.2532, 0.1943, 0.3335, 0.3144, 0.4568, 0.3668, 0.3969, 0.5184, 0.5184, 0.6221, 0.4084, 0.404, 0.625, 0.5162, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052766642514297325", "ticker_idx": 1, "ts": "2026-05-08T15:04:40+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $INTC $DRAM will continue to fly", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU, SNDK, INTC on a sustained memory cycle with no end in sight.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "When you read this article and finally realise the memory cycle isn’t going away anytime soon\n\n $MU $SNDK $INTC $DRAM will continue to fly https://t.co/LyUDRPsUwU", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05098764412511314, "alpha_spy_stated": 0.04881859177185799, "alpha_c_stated": 0.001648613837486046, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2254, 0.4946, 0.3382, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052766642514297325", "ticker_idx": 2, "ts": "2026-05-08T15:04:40+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $INTC $DRAM will continue to fly", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU, SNDK, INTC on a sustained memory cycle with no end in sight.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "When you read this article and finally realise the memory cycle isn’t going away anytime soon\n\n $MU $SNDK $INTC $DRAM will continue to fly https://t.co/LyUDRPsUwU", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.12247835131786611, "ret_signed_m1d": -0.12247835131786611, "alpha_spy_m1d": -0.1142898592912448, "alpha_c_m1d": -0.07580908971788392, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036183191952564364, "ret_signed_p1d": 0.036183191952564364, "alpha_spy_p1d": 0.0339056289101769, "alpha_c_p1d": 0.01893812556683705, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.12928275506406262, "ret_signed_p1w": -0.12928275506406262, "alpha_spy_p1w": -0.13138411267547345, "alpha_c_p1w": -0.11127881612335344, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": -0.11727506996970838, "ret_signed_p1m": -0.11727506996970838, "alpha_spy_p1m": -0.11944412232296353, "alpha_c_p1m": -0.17308753924555076, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11727506996970838, "alpha_spy_stated": -0.11944412232296353, "alpha_c_stated": -0.17308753924555076, "price_path": [-0.6227, -0.6134, -0.6279, -0.6254, -0.6254, -0.6303, -0.6361, -0.6428, -0.6469, -0.6507, -0.6308, -0.6247, -0.6361, -0.6349, -0.6358, -0.655, -0.6351, -0.6322, -0.6524, -0.6351, -0.6255, -0.6159, -0.6378, -0.6336, -0.6337, -0.6473, -0.6395, -0.6303, -0.6488, -0.6477, -0.6473, -0.6223, -0.647, -0.6547, -0.6703, -0.6467, -0.6155, -0.5967, -0.5967, -0.5935, -0.5764, -0.5281, -0.5059, -0.5006, -0.4782, -0.4892, -0.4801, -0.4516, -0.4516, -0.4741, -0.4696, -0.4775, -0.4654, -0.3393, -0.3196, -0.3234, -0.2415, -0.2437, -0.2025, -0.2333, -0.1342, -0.0953, -0.1225, 0.0, 0.0362, -0.0345, -0.0371, -0.072, -0.1293, -0.1341, -0.113, -0.0477, -0.0514, -0.0407, -0.0407, -0.0112, -0.0252, -0.0323, -0.082, -0.1248, -0.136, -0.0977, -0.1052, -0.2061, -0.1173, -0.1361, -0.1431, -0.0637, -0.0028, 0.0235, -0.063, -0.0306, 0.0726, 0.0726, 0.1282, 0.0589, 0.0539, 0.0636, 0.0272, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2008596628496936983", "ticker_idx": 0, "ts": "2026-01-06T17:48:48+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN AND $CIFR are just fine", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Fundamentals unchanged; both IREN and CIFR remain fine — implicitly bullish hold.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Did the fundamentals change?\n\nNo.\n\n$IREN AND $CIFR are just fine.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05075151032016456, "ret_signed_m1d": 0.05075151032016456, "alpha_spy_m1d": 0.05666350902735828, "alpha_c_m1d": 0.05553880514587872, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.004787294825714161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049771288499381505, "ret_signed_p1d": -0.049771288499381505, "alpha_spy_p1d": -0.04654787621818335, "alpha_c_p1d": -0.03576415995186488, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.014007128547516623, "ret_p1w": 0.15421480842051838, "ret_signed_p1w": 0.15421480842051838, "alpha_spy_p1w": 0.15138165049469188, "alpha_c_p1w": 0.19269006743498596, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.03847525901446758, "ret_p1m": -0.021128321148487283, "ret_signed_p1m": -0.021128321148487283, "alpha_spy_p1m": -0.013004733270568059, "alpha_c_p1m": 0.022134164469400308, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.04326248561788759, "ret_p3m": -0.24264864793451713, "ret_signed_p3m": -0.24264864793451713, "alpha_spy_p3m": -0.19322914241871525, "alpha_c_p3m": -0.12535426225410373, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.1172943856804134, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021128321148487283, "alpha_spy_stated": -0.013004733270568059, "alpha_c_stated": 0.022134164469400308, "price_path": [0.3908, 0.3019, 0.3971, 0.5151, 0.4807, 0.3468, 0.3226, 0.2899, 0.2022, 0.1289, 0.2167, 0.3701, 0.4156, 0.3596, 0.3161, 0.2681, 0.3232, 0.4757, 0.4513, 0.6643, 0.4585, 0.3587, 0.3106, 0.2498, 0.2132, 0.0597, 0.01, 0.0327, 0.064, -0.0017, -0.0531, -0.0795, 0.0562, 0.034, 0.0553, 0.0553, 0.0414, 0.0562, -0.1043, -0.0425, 0.0118, -0.0261, 0.0094, 0.0203, -0.0433, -0.0429, -0.1259, -0.2272, -0.203, -0.2642, -0.2202, -0.1305, -0.0843, -0.0836, -0.0856, -0.0856, -0.1222, -0.1416, -0.1658, -0.1773, -0.1773, -0.0699, 0.0508, 0.0, -0.0498, -0.005, 0.0026, 0.0963, 0.1542, 0.1518, 0.1303, 0.2594, 0.2594, 0.1819, 0.1649, 0.1383, 0.2346, 0.1405, 0.3067, 0.3709, 0.3034, 0.1706, 0.1562, 0.1847, -0.0211, -0.1333, -0.0889, 0.0052, -0.0649, -0.0706, -0.1281, -0.0804, -0.0804, -0.1076, -0.0834, -0.0571, -0.1292, -0.0773, -0.01, -0.0409, -0.0364, -0.108, -0.0985, -0.1538, -0.0451, -0.126, -0.2006, -0.154, -0.1697, -0.0856, -0.0989, -0.0943, -0.0211, -0.0643, -0.0806, -0.0926, -0.1006, -0.0817, -0.1043, -0.0976, -0.1843, -0.2357, -0.3113, -0.2533, -0.2575, -0.2426, -0.2426, -0.2348, -0.2215, -0.1978, -0.1928, -0.1435, -0.0619, 0.0318, 0.0634, 0.039, 0.0481, 0.0612, -0.0161, 0.054, 0.1331, 0.103, 0.0534, -0.032, -0.0664, -0.0087, -0.0054, 0.0778, 0.1923, 0.3283, 0.2383, 0.333, 0.2013, 0.232, 0.2017, 0.2721, 0.1531, 0.0991, 0.0399, 0.1481, 0.2646, 0.2379, 0.2379, 0.3021, 0.4777, 0.3951, 0.384, 0.423, 0.4507, 0.4263, 0.3474, 0.1838, 0.2893, 0.1766, 0.1222, 0.2352, 0.3019, 0.3254, 0.289, 0.2657, 0.306, 0.306, 0.2387, 0.1919, 0.0956, 0.0399, 0.0283, null, null, null]}
{"unit_id": "orig:2008596628496936983", "ticker_idx": 1, "ts": "2026-01-06T17:48:48+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN AND $CIFR are just fine", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Fundamentals unchanged; both IREN and CIFR remain fine — implicitly bullish hold.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "Did the fundamentals change?\n\nNo.\n\n$IREN AND $CIFR are just fine.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.035347713769838585, "ret_signed_m1d": 0.035347713769838585, "alpha_spy_m1d": 0.041259712477032306, "alpha_c_m1d": 0.04919023579881243, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013842522028973847, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08323836463023315, "ret_signed_p1d": -0.08323836463023315, "alpha_spy_p1d": -0.080014952349035, "alpha_c_p1d": -0.08242011058722898, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.000818254043004174, "ret_p1w": 0.040478851049781106, "ret_signed_p1w": 0.040478851049781106, "alpha_spy_p1w": 0.037645693123954604, "alpha_c_p1w": 0.041638070353025025, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.001159219303243919, "ret_p1m": -0.18757130808441747, "ret_signed_p1m": -0.18757130808441747, "alpha_spy_p1m": -0.17944772020649824, "alpha_c_p1m": -0.12940570118450723, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.05816560689991024, "ret_p3m": -0.26909925737373985, "ret_signed_p3m": -0.26909925737373985, "alpha_spy_p3m": -0.21967975185793798, "alpha_c_p3m": -0.19756226337312222, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.07153699400061764, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18757130808441747, "alpha_spy_stated": -0.17944772020649824, "alpha_c_stated": -0.12940570118450723, "price_path": [0.0257, -0.0325, 0.1596, 0.191, 0.199, 0.0673, 0.0696, 0.1351, 0.0305, -0.0815, -0.0162, 0.1779, 0.171, 0.138, 0.1169, 0.0872, 0.0633, 0.2976, 0.2834, 0.4088, 0.2377, 0.1796, 0.1203, 0.0644, -0.0091, -0.1488, -0.1813, -0.1819, -0.1688, -0.1665, -0.1699, -0.1933, -0.0473, -0.0011, 0.0918, 0.0918, 0.1602, 0.1226, 0.0057, 0.0621, 0.1306, 0.0992, 0.1106, 0.1152, 0.0536, 0.0764, -0.0279, -0.1596, -0.1454, -0.1796, -0.1363, -0.0758, -0.0684, -0.0929, -0.0753, -0.0753, -0.134, -0.1403, -0.1682, -0.1585, -0.1585, -0.0764, 0.0353, 0.0, -0.0832, -0.0564, -0.0519, 0.008, 0.0405, 0.0336, -0.0011, 0.0718, 0.0718, 0.0217, 0.0103, -0.0086, 0.0017, -0.0599, 0.069, 0.0815, 0.0091, -0.0901, -0.0986, -0.073, -0.1876, -0.2759, -0.1602, -0.0445, -0.0251, -0.0718, -0.0821, -0.0639, -0.0639, -0.1083, -0.1209, -0.0992, -0.1648, -0.1323, -0.0239, -0.053, -0.0604, -0.1106, -0.1015, -0.1613, -0.0855, -0.1363, -0.2235, -0.1842, -0.2041, -0.1956, -0.2184, -0.1973, -0.1368, -0.1397, -0.1636, -0.1653, -0.2013, -0.1511, -0.1517, -0.0946, -0.1819, -0.2164, -0.315, -0.2662, -0.2794, -0.2691, -0.2691, -0.2389, -0.2013, -0.1209, -0.0673, -0.0576, 0.0125, 0.0519, 0.0262, -0.0114, 0.1043, 0.0998, 0.0285, 0.1083, 0.0656, 0.0376, 0.0353, -0.016, -0.0353, 0.0114, -0.0285, 0.02, 0.26, 0.2491, 0.1793, 0.1716, 0.1562, 0.1437, 0.2109, 0.2708, 0.1591, 0.0901, 0.0718, 0.1106, 0.2269, 0.2526, 0.2526, 0.3124, 0.4344, 0.4019, 0.3483, 0.3689, 0.4989, 0.496, 0.4567, 0.2799, 0.3848, 0.3133, 0.1984, 0.2902, 0.3968, 0.484, 0.4943, 0.5023, 0.6636, 0.6636, 0.6043, 0.5758, 0.4949, 0.4641, 0.4789, null, null, null]}
{"unit_id": "quote:2064956950706520443", "ticker_idx": 0, "ts": "2026-06-11T06:24:36+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Supply remains constrained whilst Demand is essentially infinite right now. Price go up.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long DRAM on constrained supply vs. infinite AI demand; author explicitly calls prices higher.", "resolved_tickers": ["000660.KS", "005930.KS", "MU"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: SK Hynix, Samsung, Micron", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This is great for $DRAM.\n\nHave a think. Supply remains constrained whilst Demand is essentially infinite right now.\n\nPrice go up.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix plans to triple wafer capacity by around 2034 to meet AI memory demand, Chairman Chey Tae-won told Nikkei.\n\nCapacity is expected to double within 5 years, with four new fabs being built in Yongin, South Korea.\n\nChey said Japan is an “excellent candidate” for future https://t.co/Hm61CaM7Gv", "parent_author": null, "ret_m1d": -0.039313882569274185, "ret_signed_m1d": -0.039313882569274185, "alpha_spy_m1d": -0.02260109931722546, "alpha_c_m1d": 0.023923525406046107, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.06323740797532029, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02919946577334139, "ret_signed_p1d": 0.02919946577334139, "alpha_spy_p1d": 0.023791217871812004, "alpha_c_p1d": 0.011954393076460918, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.2096767512691707, "ret_signed_p1w": 0.2096767512691707, "alpha_spy_p1w": 0.1948972150892164, "alpha_c_p1w": 0.12693002608139578, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.08274672518777493, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4877, -0.4759, -0.446, -0.4676, -0.4769, -0.5095, -0.5002, -0.5041, -0.5327, -0.5321, -0.5573, -0.5725, -0.5232, -0.5469, -0.5309, -0.5177, -0.5093, -0.4653, -0.4732, -0.4667, -0.4682, -0.439, -0.4319, -0.4213, -0.4279, -0.4258, -0.4113, -0.4004, -0.3942, -0.3952, -0.3692, -0.3775, -0.3694, -0.3771, -0.3687, -0.3183, -0.297, -0.2264, -0.2185, -0.1833, -0.1173, -0.1413, -0.101, -0.0978, -0.1673, -0.1667, -0.1822, -0.1705, -0.1033, -0.1146, -0.1146, -0.0413, 0.0088, 0.0062, 0.0486, 0.1106, 0.1325, 0.1377, 0.0898, -0.0156, -0.0496, 0.0237, -0.0393, 0.0, 0.0292, 0.1029, 0.102, 0.1354, 0.2097, 0.2127, 0.2627, 0.103, 0.1464, 0.2687, 0.1816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065730976186036700", "ticker_idx": 0, "ts": "2026-06-13T09:40:18+00:00", "symbol": "AMPG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm super impressed with the company. Great financial health is key and often a worry with small-caps, btu this doesn't seem to be the case here. Awesome Tech, ENORMOUS TAM - especially with Quantum, Great valuation - p/s only 6.4x, which is above peers but $AMPG has much more room for growth.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMPG: strong financial health, enormous TAM (esp. Quantum), and room to grow despite 6.4x P/S premium to peers.", "resolved_tickers": ["AMPG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Below is some of my thoughts on $AMPG from research:\n\nI'm super impressed with the company. Great financial health is key and often a worry with small-caps, btu this doesn't seem to be the case here.\n\n-> Awesome Tech\n-> ENORMOUS TAM - especially with Quantum\n-> Great valuation - p/s only 6.4x, which is above peers but $AMPG has much more room for growth.\n\nThe main questions are focused on execution and scalability over time. Excited to cover this name in more depth over the coming weeks.\n\nGive this 2000 word overview a read this weekend.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/pTQBndUQdm", "parent_author": null, "ret_m1d": 0.13199996948242188, "ret_signed_m1d": 0.13199996948242188, "alpha_spy_m1d": 0.1493283708678379, "alpha_c_m1d": 0.1493283708678379, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.017328401385416026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17066663106282554, "ret_signed_p1d": 0.17066663106282554, "alpha_spy_p1d": 0.17662819390705964, "alpha_c_p1d": 0.17662819390705964, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.005961562844234103, "ret_p1w": 0.12666664123535165, "ret_signed_p1w": 0.12666664123535165, "alpha_spy_p1w": 0.1379569517865834, "alpha_c_p1w": 0.1379569517865834, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.011290310551231753, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6507, -0.6547, -0.6493, -0.6587, -0.6413, -0.6347, -0.6467, -0.76, -0.7653, -0.7467, -0.7467, -0.7427, -0.7427, -0.744, -0.756, -0.7467, -0.7573, -0.7547, -0.732, -0.7307, -0.7227, -0.732, -0.728, -0.7333, -0.7373, -0.7347, -0.748, -0.74, -0.744, -0.7427, -0.752, -0.7387, -0.7267, -0.7067, -0.6973, -0.6933, -0.7147, -0.7067, -0.6427, -0.6413, -0.6693, -0.6173, -0.6067, -0.5067, -0.468, -0.4093, -0.2947, -0.328, -0.328, -0.3347, -0.348, -0.3693, -0.4107, -0.3133, -0.3307, -0.2893, -0.216, -0.3093, -0.124, -0.088, 0.0133, 0.156, 0.132, 0.0, 0.1707, 0.2933, 0.1987, 0.1987, 0.1267, 0.0307, -0.0573, -0.0693, -0.1267, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2006280787448975802", "ticker_idx": 0, "ts": "2025-12-31T08:26:29+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": "LTH accumulation tightens supply, countering short-term selling and supporting higher prices if demand (e.g., ETFs, institutions) holds", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish BTC: LTH accumulation tightening supply, ETF demand absorbing sales, reducing sell pressure for potential breakouts.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "2/Price Impact\n\nLTH accumulation tightens supply, countering short-term selling and supporting higher prices if demand (e.g., ETFs, institutions) holds.\n\nPast cycles show positive LTH shifts coinciding with sideways action or early uptrends, as seen in April-June 2025 (+800K BTC added amid price gains), reducing sell pressure for potential breakouts.\n\n---\n\n3/Recent reports confirm LTHs flipped to accumulation around Dec 26-29, 2025, post-distribution peaks, with illiquid supply rising via institutions.\n\nShort-term holders remain steady, not dumping aggressively, amplifying the bullish LTH signal.\n\nETFs absorbed prior LTH sales in 2024-25, reshaping dynamics toward scarcity.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010528134215030072, "ret_signed_m1d": 0.010528134215030072, "alpha_spy_m1d": 0.003063980428249513, "alpha_c_m1d": 0.003063980428249513, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.0074641537867805585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 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{"unit_id": "thread:2002780642958811622", "ticker_idx": 0, "ts": "2025-12-21T16:38:09+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet Labs PBC (NYSE: $PL) represents a compelling investment opportunity at an inflection point in the geospatial intelligence market. Current pricing offers favorable risk/reward for growth investors with conviction on defense spending expansion and AI commercialization.", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL: compelling entry at inflection point; bull case $25-30+ on defense contract wins, AI-enabled analytics, and 18%+ CAGR through 2028.", "resolved_tickers": ["PL"], "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": "The Ultimate Planet Labs $PL Investment Thesis\n\nPlanet Labs PBC (NYSE: $PL) represents a compelling investment opportunity at an inflection point in the geospatial intelligence market. \n\nThe company operates the world's largest fleet of Earth observation satellites imaging the entire planet daily and delivering actionable intelligence to commercial, civil government, and defense customers. \n\nWith a market capitalization of approximately $5.8 billion , Planet Labs is transitioning from a capital-intensive data provider to a high-margin, AI-enabled intelligence platform capable of capturing disproportionate value from the $10+ billion addressable geospatial market.\n\nRemember to follow if you want more in-depth investment analysis. Please like and share🙏\n\nWhat do you think about $PL?\n\n---\n\n1. The Markdown\n\n- Q3 FY26 revenue of $81.3 million, up 33% year-over-year, beating guidance by 12.22%\n \n- Defense and intelligence sector is accelerating as a key revenue driver, with government and defense now representing the fastest-growing segment\n \n- $734.5 million backlog, up 216% year-over-year, providing exceptional revenue visibility through FY2026\n \n- FY2026 Adjusted EBITDA profitability guidance of $6-8 million, a major inflection milestone\n \n- Strategic partnerships including NATO expansion, €240 million German government contract, NASA renewal ($20M annually), and Google collaboration on edge-compute satellites (SunCatcher program)\n \n- Net dollar retention rate of 109-110%, indicating strong customer expansion and upsell momentum\n \n- FY2026 revenue guidance of $297-301 million\n\n---\n\n2. Key Evidence\n\n- Defense and intelligence revenue is growing substantially faster than corporate average and becoming a material part of the revenue mix\n \n- NATO expanded its partnership with Planet, committing to multi-year contracts for operational intelligence https://t.co/nYpbLegSVT\n\n---\n\n3. **Q3 FY26 highlights:**\n\n- Revenue of $81.3 million beat guidance by 12.22%\n\n- Adjusted EBITDA of $5.6 million positive, fourth consecutive quarter of adjusted profitability\n\n- Backlog of $734.5 million (9x annual revenue, extremely high for a growth company)\n\n- Government and defense emerging as primary growth drivers, with international expansion accelerating in Asia-Pacific and EMEA regions\n\n---\n\n4. **Commercial traction:**\n- Q3 FY26 gross margin of approximately 60%, reflecting balanced mix across data subscriptions, defense services, and emerging AI solutions\n\n- Net dollar retention of 109-110%, indicating strong expansion within existing accounts\n\n- Recurring revenue represents 95%+ of total bookings\n\n---\n\n5.  The Pillars of $PL\n\n1. AI-Enabled Analytics (Software Layer)\nPlanet acquired Bedrock Research to accelerate AI-powered solutions development and embedded intelligence capabilities. The company now embeds machine learning directly into the data delivery stack.\n\n2. Defense and Intelligence Specialization\n\nRather than competing as a generic Earth observation provider, Planet has specialized in the highest-margin segment: defense and geopolitical intelligence. \n\nThis segment features: \n- Government procurement budgets (not cyclical commercial spending) \n- Security justifications (classified intelligence requirements) \n- 5-10 year contract locks \n- Premium pricing reflecting national security value  \n\nRecent defense and government contract wins, including NATO expansion and the German government contract, validate this specialization strategy.\n\nAs next-generation Pelican and SunCatcher satellites launch through 2026-2028, Planet's revenue mix will shift toward high-margin AI-enabled intelligence, improving overall corporate profitability.\n\n---\n\n6. Financials\n\n| Period | Revenue | YoY Growth | Adjusted EBITDA | Net Income |\n|--------|---------|-----------|-----------------|------------|\n| Q3 FY26 | $81.3M | +33% | +$5.6M | -$24.8M |\n| Q2 FY26 | $61.1M | +14% | Positive | Loss |\n| FY2025 (ending Jan 2025) | $244.4M | +10.7% | Loss | -$106.5M |\n| FY2024 | $226.2M | +22% | Loss | Loss |\n| FY2023 | $185.0M | +45.8% | Loss | Loss |\n\n---\n\n7. **Current balance sheet (as of Q3 FY26):**\n\n- Cash and equivalents: $677 million\n- No material debt\n- Fully funded through FY2027 operations without requiring external capital\n\n---\n\n8. | Metric | Value | Peer Average | Planet vs. Peers |\n|--------|-------|-------------|-----------------|\n| Market Cap | $6.0B | N/A | |\n| Stock Price | $19.41 (21 Dec 2025) | | |\n| Revenue (TTM) | $281M | | |\n| EV/Revenue (TTM) | 20.3x | 8-12x (aerospace) | Growth premium |\n| Forward EV/Revenue (FY2026E) | 19.2x | 6-10x | Growth premium |\n| Forward EV/Revenue (FY2027E) | 11.4x | 4-7x | Elevated premium |\n| Price/Sales | 20.3x | 2-4x (mature SaaS) | Premium reflecting growth optionality |\n\n---\n\n9. **Valuation interpretation:**\n- After a 2025 rerating driven by strong FY2026 guidance, defense tailwinds, and AI momentum, Planet trades at a meaningful premium to mature aerospace (10-12x)\n- Market is pricing in strong growth (18%+ CAGR through 2028) and significant upside potential from defense contracts\n- Valuation reflects high-growth characteristics but remains below high-growth pure-SaaS multiples (25-35x), suggesting balanced pricing\n\n---\n\n10. **Summary valuation range (updated for $19.41 stock price, 21 Dec 2025):**\n- Bear case: $6-8 per share \n- Base case: $16-19 per share \n- Bull case: $25-30+ per share (+29% to +55% upside)\n- Current price: $19.41\n\n**Valuation conclusion:** \n\nMarket is pricing Planet between high-end base case and mid-range bull case assumptions, with meaningful upside if defense and commercial AI adoption accelerates. Current valuation is justified if:\n\n1. Revenue growth remains 18%+ CAGR through 2030\n2. Defense contract wins and backlog conversion meet guidance\n3. AI-enabled solutions adoption accelerates and margins expand as expected\n4. FY2026 Adjusted EBITDA targets are achieved ($6-8M guidance)\n\n---\n\n11. Risk/Reward Assessment  \n**For growth investors (3-5 year horizon):** \n\nCurrent pricing offers favorable risk/reward for growth investors with conviction on defense spending expansion and AI commercialization. \n\nUpside potential is significant if FY2026 guidance is achieved and defense wins accelerate. Position sizing should reflect execution risk on satellite launches and defense contract conversion.\n\nNFA\n\nLike, comment and consider a follow for more $PL !!!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0689320412620611, "ret_signed_m1d": -0.0689320412620611, "alpha_spy_m1d": -0.06274080758304013, "alpha_c_m1d": -0.05796743634678092, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006310638755305131, "ret_signed_p1d": 0.006310638755305131, "alpha_spy_p1d": 0.0017401464079744855, "alpha_c_p1d": 0.006692632072815008, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.035436870326127856, "ret_signed_p1w": -0.035436870326127856, "alpha_spy_p1w": -0.03984671315122279, "alpha_c_p1w": -0.034290792702077466, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": -0.00114607762405039, "ret_p1m": 0.359223275800848, "ret_signed_p1m": 0.359223275800848, "alpha_spy_p1m": 0.3698098374011144, "alpha_c_p1m": 0.31796243023309856, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.04126084556774945, "ret_p3m": 0.30873779539945656, "ret_signed_p3m": 0.30873779539945656, "alpha_spy_p3m": 0.34528704007790756, "alpha_c_p3m": 0.26410230111954025, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.36941740592628025, "ret_signed_p6m": 0.36941740592628025, "alpha_spy_p6m": 0.27078092882604987, "alpha_c_p6m": 0.22102281806151747, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4209, -0.4194, -0.4078, -0.3791, -0.3699, -0.3316, -0.2791, -0.2568, -0.2602, -0.2388, -0.2427, -0.2398, -0.2864, -0.2597, -0.2825, -0.2675, -0.3578, -0.3636, -0.3417, -0.3733, -0.3932, -0.3714, -0.3393, -0.3539, -0.3767, -0.3738, -0.3757, -0.3471, -0.3597, -0.3835, -0.3568, -0.3951, -0.3782, -0.35, -0.3947, -0.3961, -0.4461, -0.4466, -0.4558, -0.4442, -0.4277, -0.4549, -0.4583, -0.4398, -0.4306, -0.4311, -0.4311, -0.4223, -0.432, -0.4286, -0.417, -0.3718, -0.3801, -0.3714, -0.3767, -0.3718, -0.1519, -0.1146, -0.1238, -0.132, -0.2005, -0.151, -0.0689, 0.0, 0.0063, -0.0136, -0.0136, -0.0602, -0.0354, -0.0417, -0.0427, -0.0427, -0.0092, 0.0383, 0.0602, 0.0976, 0.0893, 0.1024, 0.235, 0.2291, 0.2976, 0.3728, 0.3971, 0.3971, 0.3592, 0.2806, 0.265, 0.3078, 0.2558, 0.3626, 0.3534, 0.2791, 0.2121, 0.1092, 0.1626, 0.0568, -0.0083, 0.0806, 0.166, 0.1063, 0.051, 0.034, 0.0883, 0.0883, 0.0782, 0.1524, 0.2189, 0.1602, 0.1544, 0.1995, 0.1956, 0.2427, 0.1718, 0.2796, 0.2282, 0.2621, 0.1937, 0.2272, 0.2534, 0.233, 0.235, 0.2121, 0.2034, 0.1942, 0.3146, 0.2044, 0.3087, 0.6422, 0.6417, 0.5451, 0.717, 0.5728, 0.4981, 0.3539, 0.3568, 0.4908, 0.7417, 0.7417, 0.7, 0.7073, 0.7743, 0.6617, 0.683, 0.666, 0.6471, 0.6704, 0.9364, 0.868, 0.8204, 0.8461, 0.916, 0.8587, 0.7204, 0.7209, 0.7005, 0.6544, 0.7947, 0.7913, 0.8709, 0.8024, 0.9267, 0.7107, 0.8951, 1.0311, 0.9748, 0.9777, 1.0893, 1.0204, 1.0199, 1.0189, 1.0709, 1.0621, 1.1529, 1.1529, 1.3456, 1.4505, 1.4951, 1.4825, 1.2553, 1.3345, 1.0937, 1.1131, 0.5641, 0.5893, 0.5131, 0.4913, 0.6587, 0.5121, 0.4845, 0.3694]}
{"unit_id": "orig:2029317790423724540", "ticker_idx": 0, "ts": "2026-03-04T22:07:18+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So bullish on $ONDS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly bullish on ONDS.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Shoutout to @CeoOndas of $ONDS for the support.\n\nDid have a little bit of a Superfan moment in the bar when I saw this!\n\nSo bullish on $ONDS https://t.co/ixsdK3JFcP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0019066213727418901, "ret_signed_m1d": 0.0019066213727418901, "alpha_spy_m1d": -0.003700311529499123, "alpha_c_m1d": -0.003700311529499123, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06291705069710962, "ret_signed_p1d": -0.06291705069710962, "alpha_spy_p1d": -0.049809920786247575, "alpha_c_p1d": -0.049809920786247575, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": -0.015252607331091905, "ret_signed_p1w": -0.015252607331091905, "alpha_spy_p1w": 0.007130724163494251, "alpha_c_p1w": 0.007130724163494251, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": -0.08484265100737642, "ret_signed_p1m": -0.08484265100737642, "alpha_spy_p1m": -0.05007303851770528, "alpha_c_p1m": -0.05007303851770528, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 0.29456627454802287, "ret_signed_p3m": 0.29456627454802287, "alpha_spy_p3m": 0.1766545209011119, "alpha_c_p3m": 0.1766545209011119, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08484265100737642, "alpha_spy_stated": -0.05007303851770528, "alpha_c_stated": -0.05007303851770528, "price_path": [-0.1401, -0.1201, -0.2064, -0.1401, -0.1659, -0.2669, -0.2288, -0.2974, -0.2564, -0.1211, -0.1163, -0.1459, -0.1296, -0.1296, -0.1916, -0.1935, -0.143, -0.0696, -0.0696, 0.0505, 0.1945, 0.224, 0.1611, 0.3356, 0.3051, 0.2574, 0.3241, 0.2927, 0.2221, 0.1592, 0.1592, 0.2517, 0.1964, 0.2031, 0.1602, 0.0639, 0.1687, 0.1697, 0.0744, -0.0124, 0.0143, 0.0848, -0.0772, -0.1916, -0.0763, -0.0143, -0.0772, -0.1201, -0.1449, -0.1125, -0.1125, -0.0419, 0.0553, 0.0858, -0.0439, -0.0286, -0.0086, -0.0181, -0.0038, -0.0391, 0.0172, -0.0448, 0.0019, 0.0, -0.0629, -0.0734, -0.0458, -0.0629, -0.0153, -0.0315, 0.0038, 0.0753, 0.0324, 0.0248, -0.041, 0.0391, 0.0181, -0.0172, -0.1001, -0.1611, -0.2231, -0.1382, -0.1602, -0.0848, -0.0848, -0.0925, -0.0915, -0.0991, -0.1287, -0.1296, -0.0972, -0.1039, -0.0439, -0.0276, -0.0467, 0.0229, 0.0362, 0.0543, 0.0048, 0.0057, 0.0439, -0.001, -0.0953, -0.0429, -0.0162, -0.0724, -0.1106, -0.1096, -0.1525, -0.1363, -0.102, -0.1382, -0.1554, 0.0686, 0.0124, -0.0753, -0.1301, -0.1077, -0.1249, -0.1363, -0.1363, -0.0686, 0.0296, 0.2631, 0.2602, 0.2831, 0.2946, 0.1068, 0.1411, -0.0057, -0.0181, -0.0801, -0.1125, -0.0629, -0.1106, -0.0934, -0.122, -0.1306, -0.1163, -0.1163, -0.1525, -0.1868, -0.2679, -0.2684, -0.2536, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043783964779761769", "ticker_idx": 0, "ts": "2026-04-13T20:10:43+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Photonic integration is the next bottleneck in AI infrastructure, and POET is years ahead of the curve.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish watchlist: POET on photonic AI bottleneck, NVDA on data-center lock-in, PLTR on untapped AI platform potential, ASYS on semi structural demand, AMPX on silicon anode battery upside.", "resolved_tickers": ["POET"], "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": "My current watchlist this week:\n\n$POET — Photonic integration is the next bottleneck in AI infrastructure, and POET is years ahead of the curve.\n$NVDA — Every AI data centre being built today runs on NVIDIA, and that's not changing anytime soon.\n$PLTR — Governments and enterprises are just scratching the surface of what Palantir's AI platforms can do.\n$ASYS — Semiconductor demand is a structural megatrend, and Amtech sits right in the middle of the supply chain.\n$AMPX — Amprius's silicon anode batteries could redefine energy density standards\n\nBookmark this to remind you to cover these names.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08792848721813495, "ret_signed_m1d": 0.08792848721813495, "alpha_spy_m1d": 0.09996668052075486, "alpha_c_m1d": 0.10708778735554503, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03874809993540307, "ret_signed_p1d": 0.03874809993540307, "alpha_spy_p1d": 0.03085713070835916, "alpha_c_p1d": 0.036535710554872036, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.5275707811814903, "ret_signed_p1w": 0.5275707811814903, "alpha_spy_p1w": 0.5137182985040327, "alpha_c_p1w": 0.49956192352195616, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 1.1415797025133085, "ret_signed_p1m": 1.1415797025133085, "alpha_spy_p1m": 1.0726773273186183, "alpha_c_p1m": 0.8750752291224762, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1415797025133085, "alpha_spy_stated": 1.0726773273186183, "alpha_c_stated": 0.8750752291224762, "price_path": [0.2385, 0.237, 0.237, 0.228, 0.2474, 0.0343, 0.0298, -0.0373, 0.0119, -0.073, -0.1133, -0.1356, -0.1297, -0.0999, -0.1639, -0.228, -0.1252, -0.0745, -0.1297, -0.1311, -0.158, -0.1684, -0.1684, -0.1773, -0.1684, -0.1699, -0.152, -0.1773, -0.0894, -0.0522, -0.07, -0.1058, 0.0298, 0.0492, 0.0194, -0.0104, -0.0641, -0.003, 0.0432, 0.1088, 0.1088, 0.0179, 0.0298, -0.0209, -0.079, -0.0715, -0.1162, -0.0969, -0.1446, -0.0909, -0.1818, -0.2265, -0.2429, -0.1148, -0.1654, -0.0894, -0.0894, -0.0939, -0.1118, -0.073, -0.0939, 0.0492, 0.0879, 0.0, 0.0387, 0.0939, 0.082, 0.2802, 0.5276, 0.9031, 0.7466, 1.2504, 0.1848, 0.1967, -0.0164, 0.0611, 0.0894, 0.0596, 0.3726, 0.4486, 0.4277, 0.6319, 1.0715, 1.0462, 1.1416, 2.0656, 1.38, 1.1177, 0.9478, 1.2027, 1.2086, 1.1744, 1.1744, 0.9896, 0.9791, 0.9762, 0.8316, 1.07, 1.0596, 1.2921, 1.307, 0.7675, 0.8301, 0.6051, 0.6364, 0.6766, 0.8674, 1.076, 0.8852, 0.7809, 0.8107, 0.8107, 0.8018, 0.5991, 0.5887, 0.5097, 0.4069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043783964779761769", "ticker_idx": 1, "ts": "2026-04-13T20:10:43+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every AI data centre being built today runs on NVIDIA, and that's not changing anytime soon.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish watchlist: POET on photonic AI bottleneck, NVDA on data-center lock-in, PLTR on untapped AI platform potential, ASYS on semi structural demand, AMPX on silicon anode battery upside.", "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": "My current watchlist this week:\n\n$POET — Photonic integration is the next bottleneck in AI infrastructure, and POET is years ahead of the curve.\n$NVDA — Every AI data centre being built today runs on NVIDIA, and that's not changing anytime soon.\n$PLTR — Governments and enterprises are just scratching the surface of what Palantir's AI platforms can do.\n$ASYS — Semiconductor demand is a structural megatrend, and Amtech sits right in the middle of the supply chain.\n$AMPX — Amprius's silicon anode batteries could redefine energy density standards\n\nBookmark this to remind you to cover these names.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036639365360263465, "ret_signed_m1d": -0.036639365360263465, "alpha_spy_m1d": -0.02460117205764356, "alpha_c_m1d": -0.01748006522285339, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01200957407583192, "ret_signed_p1d": 0.01200957407583192, "alpha_spy_p1d": 0.00411860484878801, "alpha_c_p1d": 0.009797184695300887, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.01714931573375078, "ret_signed_p1w": 0.01714931573375078, "alpha_spy_p1w": 0.003296833056293247, "alpha_c_p1w": -0.010859541925783311, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.14920363350932764, "ret_signed_p1m": 0.14920363350932764, "alpha_spy_p1m": 0.08030125831463741, "alpha_c_p1m": -0.11730083988150475, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14920363350932764, "alpha_spy_stated": 0.08030125831463741, "alpha_c_stated": -0.11730083988150475, "price_path": [-0.0482, -0.0524, -0.0524, -0.0939, -0.0672, -0.0594, -0.045, -0.0511, -0.0407, -0.0254, -0.0204, -0.0274, -0.0555, -0.0823, -0.1136, -0.1254, -0.0565, -0.033, -0.0406, -0.0329, -0.0488, -0.0698, -0.0698, -0.0588, -0.0435, -0.0439, -0.0341, -0.0253, -0.0187, -0.0049, -0.0592, -0.0984, -0.0714, -0.0838, -0.0686, -0.0671, -0.0952, -0.0706, -0.0598, -0.0533, -0.068, -0.0827, -0.0676, -0.0742, -0.082, -0.0913, -0.1212, -0.1062, -0.1084, -0.0907, -0.1286, -0.1475, -0.1595, -0.1125, -0.1056, -0.0973, -0.0973, -0.096, -0.0937, -0.0734, -0.0641, -0.0401, -0.0366, 0.0, 0.012, 0.0094, 0.0263, 0.0282, 0.0171, 0.0305, 0.0159, 0.0598, 0.1023, 0.0848, 0.0648, 0.0156, 0.0099, 0.01, -0.0001, 0.0576, 0.0763, 0.0951, 0.1167, 0.1235, 0.1492, 0.1996, 0.1466, 0.1313, 0.1226, 0.1372, 0.117, 0.0958, 0.0958, 0.0934, 0.0819, 0.0903, 0.0744, 0.1417, 0.1339, 0.0928, 0.114, 0.0449, 0.063, 0.0607, 0.0211, 0.0438, 0.0454, 0.0824, 0.0567, 0.0426, 0.0734, 0.0734, 0.063, 0.0191, 0.0139, -0.0028, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043783964779761769", "ticker_idx": 2, "ts": "2026-04-13T20:10:43+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Governments and enterprises are just scratching the surface of what Palantir's AI platforms can do.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish watchlist: POET on photonic AI bottleneck, NVDA on data-center lock-in, PLTR on untapped AI platform potential, ASYS on semi structural demand, AMPX on silicon anode battery upside.", "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": "My current watchlist this week:\n\n$POET — Photonic integration is the next bottleneck in AI infrastructure, and POET is years ahead of the curve.\n$NVDA — Every AI data centre being built today runs on NVIDIA, and that's not changing anytime soon.\n$PLTR — Governments and enterprises are just scratching the surface of what Palantir's AI platforms can do.\n$ASYS — Semiconductor demand is a structural megatrend, and Amtech sits right in the middle of the supply chain.\n$AMPX — Amprius's silicon anode batteries could redefine energy density standards\n\nBookmark this to remind you to cover these names.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02453943924792268, "ret_signed_m1d": -0.02453943924792268, "alpha_spy_m1d": -0.012501245945302775, "alpha_c_m1d": -0.012501245945302775, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.012038193302619904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.047531297666147276, "ret_signed_p1d": 0.047531297666147276, "alpha_spy_p1d": 0.03964032843910337, "alpha_c_p1d": 0.03964032843910337, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.007890969227043909, "ret_p1w": 0.07568168388668473, "ret_signed_p1w": 0.07568168388668473, "alpha_spy_p1w": 0.06182920120922719, "alpha_c_p1w": 0.06182920120922719, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.013852482677457534, "ret_p1m": -0.04163591763851959, "ret_signed_p1m": -0.04163591763851959, "alpha_spy_p1m": -0.11053829283320982, "alpha_c_p1m": -0.11053829283320982, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.06890237519469022, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04163591763851959, "alpha_spy_stated": -0.11053829283320982, "alpha_c_stated": -0.11053829283320982, "price_path": [0.3049, 0.2598, 0.2598, 0.2419, 0.2183, 0.2225, 0.2498, 0.2341, 0.2211, 0.1595, 0.1191, 0.0803, 0.0889, 0.1634, 0.0283, -0.0419, 0.0015, 0.0531, 0.0281, -0.0001, -0.0484, -0.0316, -0.0316, -0.0197, -0.0024, -0.006, -0.0034, -0.0376, -0.0506, -0.0111, 0.0018, 0.011, 0.0698, 0.0849, 0.1289, 0.1251, 0.1581, 0.1528, 0.1138, 0.1172, 0.1312, 0.1124, 0.1254, 0.1428, 0.1258, 0.1472, 0.1104, 0.1853, 0.1406, 0.1419, 0.0874, 0.0542, 0.0136, 0.078, 0.0795, 0.094, 0.094, 0.0901, 0.1059, 0.0373, -0.0384, -0.0563, -0.0245, 0.0, 0.0475, 0.052, 0.0788, 0.0751, 0.0757, 0.1247, 0.0433, 0.0545, 0.0545, 0.0404, 0.0167, 0.0251, 0.0617, 0.0761, 0.0015, -0.0141, 0.0099, 0.0155, 0.0088, 0.0022, -0.0416, -0.0145, -0.0126, -0.0041, -0.0032, 0.0107, 0.0126, 0.0087, 0.0087, 0.0066, -0.0235, 0.0563, 0.1536, 0.1839, 0.1214, 0.0479, 0.0442, -0.0013, 0.0057, -0.0268, -0.0405, -0.034, -0.0568, -0.0073, -0.0181, -0.0374, -0.0533, -0.0533, -0.1194, -0.14, -0.1636, -0.2095, -0.1678, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043783964779761769", "ticker_idx": 3, "ts": "2026-04-13T20:10:43+00:00", "symbol": "ASYS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Semiconductor demand is a structural megatrend, and Amtech sits right in the middle of the supply chain.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish watchlist: POET on photonic AI bottleneck, NVDA on data-center lock-in, PLTR on untapped AI platform potential, ASYS on semi structural demand, AMPX on silicon anode battery upside.", "resolved_tickers": ["ASYS"], "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": "original", "lang": "en", "tweet_text": "My current watchlist this week:\n\n$POET — Photonic integration is the next bottleneck in AI infrastructure, and POET is years ahead of the curve.\n$NVDA — Every AI data centre being built today runs on NVIDIA, and that's not changing anytime soon.\n$PLTR — Governments and enterprises are just scratching the surface of what Palantir's AI platforms can do.\n$ASYS — Semiconductor demand is a structural megatrend, and Amtech sits right in the middle of the supply chain.\n$AMPX — Amprius's silicon anode batteries could redefine energy density standards\n\nBookmark this to remind you to cover these names.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.043205984273391174, "ret_signed_m1d": 0.043205984273391174, "alpha_spy_m1d": 0.05524417757601108, "alpha_c_m1d": 0.06236528441080125, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004383259068758805, "ret_signed_p1d": -0.004383259068758805, "alpha_spy_p1d": -0.012274228295802714, "alpha_c_p1d": -0.006595648449289837, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.052598571375594316, "ret_signed_p1w": 0.052598571375594316, "alpha_spy_p1w": 0.03874608869813678, "alpha_c_p1w": 0.024589713716060224, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.2968064331989968, "ret_signed_p1m": 0.2968064331989968, "alpha_spy_p1m": 0.22790405800430658, "alpha_c_p1m": 0.030301959808164414, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2968064331989968, "alpha_spy_stated": 0.22790405800430658, "alpha_c_stated": 0.030301959808164414, "price_path": [-0.1108, -0.077, -0.077, -0.0019, 0.0664, 0.0351, 0.0313, 0.025, 0.1021, 0.1446, 0.0889, 0.0526, 0.1052, 0.1021, -0.0138, -0.0063, -0.3037, -0.2135, -0.1866, -0.2805, -0.3118, -0.2849, -0.2849, -0.2786, -0.2574, -0.2617, -0.2561, -0.2718, -0.2317, -0.201, -0.1872, -0.1828, -0.1209, -0.1603, -0.1177, -0.1315, -0.191, -0.1966, -0.1766, -0.139, -0.1997, -0.1872, -0.2705, -0.2918, -0.3075, -0.2755, -0.315, -0.2924, -0.2812, -0.2473, -0.2812, -0.283, -0.3049, -0.2686, -0.2517, -0.2411, -0.2411, -0.2317, -0.2392, -0.1841, -0.1259, -0.0764, 0.0432, 0.0, -0.0044, 0.0269, 0.015, 0.047, 0.0526, 0.1271, 0.0795, 0.1753, 0.1102, 0.0394, 0.0376, 0.0902, 0.0726, 0.0319, 0.1227, 0.1396, 0.1403, 0.3456, 0.4202, 0.3125, 0.2968, 0.4064, 0.32, 0.2536, 0.2317, 0.268, 0.3118, 0.3826, 0.3826, 0.4289, 0.3644, 0.3538, 0.3319, 0.293, 0.3745, 0.3193, 0.3719, 0.1578, 0.2342, 0.1941, 0.2091, 0.4152, 0.5022, 0.4264, 0.3607, 0.3394, 0.3801, 0.3801, 0.3795, 0.273, 0.2229, 0.2943, 0.2242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043783964779761769", "ticker_idx": 4, "ts": "2026-04-13T20:10:43+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amprius's silicon anode batteries could redefine energy density standards", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish watchlist: POET on photonic AI bottleneck, NVDA on data-center lock-in, PLTR on untapped AI platform potential, ASYS on semi structural demand, AMPX on silicon anode battery upside.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "My current watchlist this week:\n\n$POET — Photonic integration is the next bottleneck in AI infrastructure, and POET is years ahead of the curve.\n$NVDA — Every AI data centre being built today runs on NVIDIA, and that's not changing anytime soon.\n$PLTR — Governments and enterprises are just scratching the surface of what Palantir's AI platforms can do.\n$ASYS — Semiconductor demand is a structural megatrend, and Amtech sits right in the middle of the supply chain.\n$AMPX — Amprius's silicon anode batteries could redefine energy density standards\n\nBookmark this to remind you to cover these names.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02794857557621344, "ret_signed_m1d": 0.02794857557621344, "alpha_spy_m1d": 0.039986768878833345, "alpha_c_m1d": 0.03152527835286567, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.0035767027766522297, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02291782344326654, "ret_signed_p1d": 0.02291782344326654, "alpha_spy_p1d": 0.01502685421622263, "alpha_c_p1d": 0.03543593020326474, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": -0.012518106759998204, "ret_p1w": 0.19787596625496073, "ret_signed_p1w": 0.19787596625496073, "alpha_spy_p1w": 0.1840234835775032, "alpha_c_p1w": 0.20889417678469469, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": -0.011018210529733952, "ret_p1m": -0.020681886221799117, "ret_signed_p1m": -0.020681886221799117, "alpha_spy_p1m": -0.08958426141648934, "alpha_c_p1m": -0.02223931465244766, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.0015574284306485442, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020681886221799117, "alpha_spy_stated": -0.08958426141648934, "alpha_c_stated": -0.02223931465244766, "price_path": [-0.4326, -0.3851, -0.3851, -0.3756, -0.37, -0.332, -0.3756, -0.3907, -0.3527, -0.3304, -0.2409, -0.3046, -0.265, -0.1794, -0.3069, -0.4086, -0.3158, -0.3018, -0.3544, -0.379, -0.4304, -0.4427, -0.4427, -0.4539, -0.4461, -0.4215, -0.4679, -0.4298, -0.3963, -0.3818, -0.3561, -0.4002, -0.3522, -0.3499, -0.2985, -0.1677, -0.0872, -0.0095, 0.0061, 0.0391, 0.0224, 0.0034, 0.0447, 0.0833, 0.0565, 0.0682, 0.0173, 0.0442, -0.0073, 0.0022, -0.0408, -0.0989, -0.1772, -0.0576, -0.1325, -0.1056, -0.1056, -0.0184, -0.0665, -0.0542, -0.0973, -0.0375, 0.0279, 0.0, 0.0229, 0.0693, 0.0436, 0.0961, 0.1979, 0.2683, 0.2146, 0.1548, 0.1973, 0.1006, 0.1369, 0.1772, 0.1666, 0.1392, 0.1962, 0.2404, -0.0995, -0.0665, -0.0117, 0.0525, -0.0207, -0.0011, -0.0581, -0.1129, -0.1347, -0.1576, -0.1448, -0.104, -0.104, -0.0034, -0.0408, 0.1655, 0.1336, 0.2158, 0.2806, 0.2152, 0.2599, 0.1006, 0.0525, -0.0263, -0.0816, -0.0442, -0.0883, -0.0598, -0.1342, -0.1615, -0.0961, -0.0961, -0.1252, -0.2107, -0.3002, -0.2979, -0.2784, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016165686075134381", "ticker_idx": 0, "ts": "2026-01-27T15:05:32+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More bullish news for $TE. Spending is going to accelerate.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TE on accelerating spend tied to data center/solar buildout.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "More bullish news for $TE\n\nSpending is going to accelerate.", "reply_text": null, "parent_text": null, "quoted_text": "$Meta has committed up to $6 billion through 2030 for fiber optic cables to support its US AI data center expansion, with $GLW expanding manufacturing in North Carolina and hiring 15-20% more workers\n\nThis is bullish for domestic solar because $GLW is simultaneously ramping solar", "parent_author": null, "ret_m1d": -0.10745609150588842, "ret_signed_m1d": -0.10745609150588842, "alpha_spy_m1d": -0.10348773670920797, "alpha_c_m1d": -0.10333633522491192, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.004119756280976494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04057016339933872, "ret_signed_p1d": 0.04057016339933872, "alpha_spy_p1d": 0.04067082797966359, "alpha_c_p1d": 0.046143929442607035, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.005573766043268313, "ret_p1w": -0.003289444446012979, "ret_signed_p1w": -0.003289444446012979, "alpha_spy_p1w": 0.005280013937961403, "alpha_c_p1w": -0.026795966580305253, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506522134292274, "ret_p1m": -0.2083333464045275, "ret_signed_p1m": -0.2083333464045275, "alpha_spy_p1m": -0.20496889086492298, "alpha_c_p1m": -0.27218887177172857, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385552536720107, "ret_p3m": -0.4199561372550681, "ret_signed_p3m": -0.4199561372550681, "alpha_spy_p3m": -0.4492877314997009, "alpha_c_p3m": -0.4677848432700181, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.04782870601495004, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2083333464045275, "alpha_spy_stated": -0.20496889086492298, "alpha_c_stated": -0.27218887177172857, "price_path": [-0.6009, -0.5921, -0.625, -0.5965, -0.5515, -0.5965, -0.5822, -0.5066, -0.5164, -0.5779, -0.6173, -0.6316, -0.6513, -0.6645, -0.6831, -0.7018, -0.7018, -0.6557, -0.6393, -0.5789, -0.5789, -0.5482, -0.5099, -0.4803, -0.5044, -0.4397, -0.3607, -0.3399, -0.2621, -0.3257, -0.3564, -0.4134, -0.4452, -0.4035, -0.4057, -0.3399, -0.295, -0.1996, -0.2204, -0.227, -0.227, -0.2544, -0.2961, -0.2873, -0.2675, -0.2675, -0.1404, -0.1009, -0.1612, -0.2018, -0.2533, -0.239, -0.2094, -0.1382, -0.1382, -0.1875, -0.1042, -0.1042, -0.0921, -0.1425, -0.0822, -0.068, -0.1075, 0.0, 0.0406, -0.0263, -0.0866, -0.0504, -0.0033, -0.1524, -0.2029, -0.0932, -0.1623, -0.1765, -0.2489, -0.3191, -0.3289, -0.3289, -0.2939, -0.2917, -0.3081, -0.3191, -0.3103, -0.2226, -0.2083, -0.2007, -0.3246, -0.25, -0.2862, -0.2215, -0.2533, -0.2632, -0.2149, -0.125, -0.1075, -0.1513, -0.1645, -0.1535, -0.1458, -0.1963, -0.1546, -0.2763, -0.25, -0.2752, -0.2675, -0.3114, -0.3684, -0.3838, -0.5186, -0.5088, -0.5406, -0.5406, -0.5559, -0.5691, -0.5428, -0.5417, -0.4857, -0.4397, -0.4671, -0.4145, -0.4529, -0.4485, -0.4539, -0.4419, -0.409, -0.409, -0.42, -0.4178, -0.4627, -0.4638, -0.4737, -0.4353, -0.4408, -0.4145, -0.4221, -0.4353, -0.3246, -0.3377, -0.3586, -0.3849, -0.3717, -0.3783, -0.2325, -0.2456, -0.0461, -0.0439, -0.114, -0.114, 0.1458, 0.2018, 0.1864, 0.1579, 0.1414, 0.3202, 0.261, 0.2785, 0.034, 0.0011, -0.0724, -0.1524, -0.0713, -0.068, -0.0219, -0.0537, -0.0088, 0.0252, 0.0252, 0.1404, 0.0132, -0.0647, -0.068, -0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1991167122920309043", "ticker_idx": 0, "ts": "2025-11-19T15:30:10+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sounds like it's going to be good - he wouldn't boast otherwise", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Implied bullish on NVDA: Jensen's boasting signals Blackwell production is tracking well.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KobeissiLetter Sounds like it’s going to be good - he wouldn’t boast otherwise", "reply_text": null, "parent_text": "BREAKING: President Trump posts 3 quotes of Nvidia, $NVDA, founder Jensen Huang:\n\n1. “As I promised, production of Blackwell has started. AI - invented in America, made in America, built for America and the world.”\n\n2. “After less than a year, we're now manufacturing the most https://t.co/eET9VJ6LzA", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": -0.027664593416034, "ret_signed_m1d": -0.027664593416034, "alpha_spy_m1d": -0.023816283473842237, "alpha_c_m1d": -0.009546524841212434, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": -0.018118068574821566, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03152478448099327, "ret_signed_p1d": -0.03152478448099327, "alpha_spy_p1d": -0.016282557164345235, "alpha_c_p1d": 0.010721308416472786, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.04224609289746606, "ret_p1w": -0.033562184904511794, "ret_signed_p1w": -0.033562184904511794, "alpha_spy_p1w": -0.059292997871596365, "alpha_c_p1w": -0.0579257735190728, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.024363588614561005, "ret_p1m": -0.06632163092949628, "ret_signed_p1m": -0.06632163092949628, "alpha_spy_p1m": -0.08720797186248941, "alpha_c_p1m": -0.08933009356766486, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.02300846263816858, "ret_p3m": -0.019836087273770953, "ret_signed_p3m": -0.019836087273770953, "alpha_spy_p3m": -0.05173092019604575, "alpha_c_p3m": -0.22472841130490007, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.2048923240311291, "ret_p6m": 0.26402474925877706, "ret_signed_p6m": 0.26402474925877706, "alpha_spy_p6m": 0.12850407578410494, "alpha_c_p6m": -0.4450831114098144, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.7091078606685914, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06632163092949628, "alpha_spy_stated": -0.08720797186248941, "alpha_c_stated": -0.08933009356766486, "price_path": [-0.0458, -0.036, -0.0255, -0.0264, -0.0341, -0.0662, -0.0662, -0.0844, -0.0853, -0.0797, -0.1046, -0.0977, -0.0845, -0.0493, -0.0501, -0.0466, -0.047, -0.0624, -0.087, -0.0551, -0.0528, -0.0156, -0.0434, -0.0512, -0.0473, -0.0447, -0.025, 0.0003, 0.0039, 0.0127, 0.0059, -0.0053, -0.0079, 0.0139, 0.0324, -0.018, 0.0097, -0.0348, -0.0359, -0.0253, -0.0177, -0.0208, -0.0287, -0.0335, -0.0234, -0.0014, 0.0266, 0.0778, 0.11, 0.0878, 0.0856, 0.1092, 0.0652, 0.0466, 0.0084, 0.0087, 0.0672, 0.0356, 0.039, 0.0018, 0.0196, 0.0004, -0.0277, 0.0, -0.0315, -0.041, -0.0213, -0.0466, -0.0336, -0.0336, -0.051, -0.0354, -0.0271, -0.0372, -0.0168, -0.022, -0.0051, -0.0083, -0.0146, -0.0299, -0.0616, -0.0548, -0.0471, -0.0835, -0.0663, -0.0296, -0.0151, 0.0145, 0.0113, 0.0113, 0.0216, 0.0092, 0.0055, -0.0001, -0.0001, 0.0125, 0.0086, 0.0039, 0.0139, -0.0079, -0.0088, -0.0084, -0.0038, -0.0181, 0.0029, -0.0015, -0.0015, -0.0453, -0.0171, -0.009, 0.0062, -0.0002, 0.0108, 0.0269, 0.0322, 0.0248, -0.0048, -0.0331, -0.0661, -0.0784, -0.0059, 0.0189, 0.0109, 0.019, 0.0023, -0.0198, -0.0198, -0.0083, 0.0079, 0.0075, 0.0177, 0.027, 0.034, 0.0485, -0.0087, -0.05, -0.0216, -0.0346, -0.0186, -0.017, -0.0466, -0.0207, -0.0093, -0.0025, -0.018, -0.0335, -0.0176, -0.0245, -0.0327, -0.0426, -0.074, -0.0582, -0.0606, -0.0419, -0.0818, -0.1018, -0.1144, -0.0649, -0.0576, -0.0488, -0.0488, -0.0475, -0.045, -0.0237, -0.0139, 0.0114, 0.0151, 0.0537, 0.0663, 0.0635, 0.0814, 0.0834, 0.0717, 0.0858, 0.0705, 0.1167, 0.1615, 0.143, 0.122, 0.0701, 0.0641, 0.0642, 0.0536, 0.1144, 0.1341, 0.1539, 0.1766, 0.1838, 0.2109, 0.264]}
{"unit_id": "thread:2061131885229785214", "ticker_idx": 0, "ts": "2026-05-31T17:05:10+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The setup for me is clear. One micro-cap, four secular themes, mispriced because an accounting event hid all of them behind a \"net loss\" tag.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ELMT: accounting artifact masked 147% adj. net income growth; sole-source US tungsten/moly supplier with semi, defense, fusion exposure at 1.8x sales.", "resolved_tickers": ["ELMT"], "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": "New coverage. $ELMT - The Elmet Group.\n\nFour of the most-searched themes in the market right now - semiconductors, defense, nuclear fusion, critical materials. Investors are buying separate stocks for each.\nThere's one ~$460m micro-cap sitting inside all four. The screens have it filed as something else entirely.\n\nHere's the problem. Pull $ELMT up and you see a GAAP net loss last quarter. Loss-making industrial micro-cap, move on. That's the trap.\n\nThe loss is an accounting artifact - a one-time $4.7m tax provision from an S-corp to C-corp conversion during its April IPO reorg. Strip it out and adjusted net income rose 147%. Adjusted EBITDA more than doubled. The screen is reading a tax event as an operating result, and almost nobody reads past the headline.\n\nSo what is it actually exposed to?\n\n1. Critical materials. It's the only US-owned, fully integrated domestic manufacturer of pure tungsten and molybdenum. The FY26 NDAA just banned the DoD from sourcing those metals from China, Russia, Iran and North Korea. The low-cost competition is being legislated out of the US defense supply chain. Elmet is what's left.\n\n2. Defense. Already qualified into ~100 active programs. ~$1,800 of molybdenum per Patriot interceptor, ~$28,000 of waveguide hardware per Patriot tracking vehicle - per-unit content on a platform the DoD is actively restocking.\n\n3. Semiconductors. This is the part the screens completely miss. Elmet supplies refractory components into EUV lithography, ion implantation, sputtering targets and plasma etch tools. Management deliberately pivoted toward semi and medical end-markets years ago to escape commodity metals pricing - it's a margin story, not a volume one.\n\n4. Energy. High-density tungsten shielding and high-power RF ignition systems for nuclear fusion reactors - up to ~$4.9m of content per prototype unit, more at commercial scale. Plus molybdenum nuclear-fuel processing hardware. Qualified into 95+ national-lab and advanced-energy programs across the US and Europe.\n\nNow the valuation. $ELMT holds record backlogs of $113.3m, up 52% year over year. ~$70m in pro-forma net cash after the IPO retired debt. Trading around 1.8x trailing revenue and mid-teens EV/EBITDA.\n\nA company with legislated sole-source positioning, embedded semiconductor exposure, fusion optionality and a net cash balance sheet does not normally trade at such low sales. It trades there because the headline says \"net loss.\"\n\nThe setup for me is clear. One micro-cap, four secular themes, mispriced because an accounting event hid all of them behind a \"net loss\" tag.\n\n---\n\nThis was a fantastic read that helped me develop my own research: \n\nhttps://t.co/Fsx1lbnmcr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19366759272884504, "ret_signed_m1d": -0.19366759272884504, "alpha_spy_m1d": -0.19095187447686923, "alpha_c_m1d": -0.19790194351362922, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.00423435078478418, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16569916956358854, "ret_signed_p1d": 0.16569916956358854, "alpha_spy_p1d": 0.16434122976631227, "alpha_c_p1d": 0.15531629726585527, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.01038287229773327, "ret_p1w": -0.08390501786667237, "ret_signed_p1w": -0.08390501786667237, "alpha_spy_p1w": -0.05843499467206359, "alpha_c_p1w": -0.09103963808513849, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": 0.0071346202184661145, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0549, -0.1029, -0.1456, -0.2, -0.1388, -0.1372, -0.1741, -0.1889, -0.2053, -0.1741, -0.19, -0.171, -0.1778, -0.1166, -0.1177, -0.1483, -0.1847, -0.2427, -0.286, -0.2596, -0.2264, -0.2243, -0.2243, -0.1741, -0.1789, -0.1451, -0.1937, 0.0, 0.1657, 0.0464, 0.0185, -0.0939, -0.0839, -0.01, -0.0195, 0.0253, 0.0792, 0.0892, -0.038, -0.0174, 0.0259, 0.0259, -0.0106, -0.0264, -0.0443, -0.0142, 0.0005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2035990091403763802", "ticker_idx": 0, "ts": "2026-03-23T08:00:39+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'm holding $BTC and $STRC as a hedge for this macro uncertanity", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding BTC and STRC as hedges amid macro uncertainty.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "What can we actually buy which isn't red in the markets right now?\n\nI'm holding $BTC and $STRC as a hedge for this macro uncertanity.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Gold’s selloff accelerates, now down over -9% and trading below $4,200/oz. https://t.co/hWI73Vyi1n", "parent_author": null, "ret_m1d": -0.0055316113006111944, "ret_signed_m1d": -0.0055316113006111944, "alpha_spy_m1d": 0.004859275702507548, "alpha_c_m1d": 0.004859275702507548, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005598262529164066, "ret_signed_p1d": -0.005598262529164066, "alpha_spy_p1d": -0.002241448051986561, "alpha_c_p1d": -0.002241448051986561, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.05955612264795529, "ret_signed_p1w": -0.05955612264795529, "alpha_spy_p1w": -0.023836374827335693, "alpha_c_p1w": -0.023836374827335693, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.0766822935337732, "ret_signed_p1m": 0.0766822935337732, "alpha_spy_p1m": 0.002374211689198491, "alpha_c_p1m": 0.002374211689198491, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.11307061438771981, "ret_signed_p3m": -0.11307061438771981, "alpha_spy_p3m": -0.2554060093783055, "alpha_c_p3m": -0.2554060093783055, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0766822935337732, "alpha_spy_stated": 0.002374211689198491, "alpha_c_stated": 0.002374211689198491, "price_path": [0.2355, 0.2301, 0.2311, 0.2288, 0.247, 0.234, 0.2512, 0.2683, 0.3239, 0.3217, 0.2876, 0.2836, 0.2764, 0.286, 0.3442, 0.3668, 0.3474, 0.347, 0.3051, 0.2453, 0.2603, 0.2615, 0.2621, 0.2447, 0.2565, 0.2576, 0.1924, 0.1863, 0.1096, 0.0665, 0.0297, -0.1158, -0.0051, -0.0112, -0.0299, -0.0553, -0.0662, -0.029, -0.0292, -0.0482, -0.0633, -0.0558, -0.041, -0.0888, -0.0964, -0.0417, -0.0488, -0.071, -0.0302, -0.037, 0.0253, -0.001, -0.0392, -0.0354, -0.0139, -0.01, -0.0059, 0.0008, 0.0556, 0.0424, 0.0047, -0.0141, -0.0055, 0.0, -0.0056, 0.0056, -0.0299, -0.0645, -0.0596, -0.0378, -0.04, -0.0568, -0.0562, -0.029, 0.0145, 0.0029, 0.012, 0.0291, 0.0503, 0.0461, 0.0549, 0.0598, 0.0876, 0.0699, 0.0767, 0.1028, 0.1037, 0.0922, 0.091, 0.0767, 0.0686, 0.076, 0.1024, 0.1257, 0.1412, 0.1482, 0.1283, 0.1307, 0.1525, 0.1348, 0.1179, 0.1429, 0.1149, 0.0852, 0.0823, 0.0923, 0.0934, 0.0645, 0.0898, 0.0693, 0.0484, 0.037, 0.0347, 0.0057, -0.0594, -0.0973, -0.1003, -0.1409, -0.1103, -0.1307, -0.1335, -0.1037, -0.104, -0.0652, -0.0749, -0.0916, -0.1131, -0.104, -0.0982, -0.1163, -0.1399, -0.1578, -0.1537, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035990091403763802", "ticker_idx": 1, "ts": "2026-03-23T08:00:39+00:00", "symbol": "STRC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm holding $BTC and $STRC as a hedge for this macro uncertanity", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding BTC and STRC as hedges amid macro uncertainty.", "resolved_tickers": ["STRC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "What can we actually buy which isn't red in the markets right now?\n\nI'm holding $BTC and $STRC as a hedge for this macro uncertanity.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Gold’s selloff accelerates, now down over -9% and trading below $4,200/oz. https://t.co/hWI73Vyi1n", "parent_author": null, "ret_m1d": -0.003104365372671003, "ret_signed_m1d": -0.003104365372671003, "alpha_spy_m1d": 0.00728652163044774, "alpha_c_m1d": 0.00728652163044774, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009012140661150969, "ret_signed_p1d": 0.0009012140661150969, "alpha_spy_p1d": 0.004258028543292602, "alpha_c_p1d": 0.004258028543292602, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": 0.0010513377293024373, "ret_signed_p1w": 0.0010513377293024373, "alpha_spy_p1w": 0.036771085549922033, "alpha_c_p1w": 0.036771085549922033, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.003909431054920809, "ret_signed_p1m": 0.003909431054920809, "alpha_spy_p1m": -0.0703986507896539, "alpha_c_p1m": -0.0703986507896539, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.08638043193127165, "ret_signed_p3m": -0.08638043193127165, "alpha_spy_p3m": -0.22871582692185732, "alpha_c_p3m": -0.22871582692185732, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.003909431054920809, "alpha_spy_stated": -0.0703986507896539, "alpha_c_stated": -0.0703986507896539, "price_path": [-0.0366, -0.0366, -0.0348, -0.0383, -0.0364, -0.0382, -0.0382, -0.0297, -0.0272, -0.0268, -0.0266, -0.0262, -0.0262, -0.0258, -0.0263, -0.026, -0.0176, -0.0174, -0.0174, -0.0261, -0.0219, -0.0203, -0.0224, -0.0268, -0.0257, -0.0274, -0.0353, -0.0274, -0.0268, -0.0327, -0.0372, -0.0797, -0.0297, -0.0202, -0.0207, -0.0175, -0.0172, -0.0102, -0.0102, -0.0148, -0.0131, -0.0116, -0.01, -0.0098, -0.0091, -0.0086, -0.0082, -0.0082, -0.0082, -0.0081, -0.0077, -0.0081, -0.008, -0.0076, -0.008, -0.0079, -0.0081, -0.0011, -0.0003, 0.0002, -0.0029, -0.0038, -0.0031, 0.0, 0.0009, 0.0008, 0.0011, 0.0005, 0.0011, 0.0016, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0042, 0.0016, 0.0031, 0.0042, 0.0039, 0.0054, 0.007, 0.0063, 0.0055, 0.0055, 0.0057, 0.0086, 0.0097, 0.0106, 0.0107, 0.0108, 0.0107, 0.011, 0.0111, 0.011, 0.0111, 0.0111, 0.0126, 0.0067, 0.0106, 0.0123, 0.0139, 0.0137, 0.0137, 0.0155, 0.0124, 0.0063, 0.0106, 0.0012, -0.0127, -0.0337, -0.0259, -0.0465, -0.0113, -0.0181, -0.0219, -0.015, -0.0322, -0.0182, -0.0534, -0.0822, -0.0864, -0.0864, -0.0843, -0.0996, -0.1663, -0.2194, -0.231, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025550892209234412", "ticker_idx": 0, "ts": "2026-02-22T12:39:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The turnaround is real. The contracts are accelerating.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OSS on accelerating defense contracts, first profitable quarter, zero debt, and 37% YoY revenue growth.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Yesterday I posted a deep dive on $OSS.  \nHere's the 60-second version for anyone who missed it:\n\n→ Ruggedized AI/ML edge compute for Navy, Army, mining \n→ $10.5M new P-8A Poseidon contract (largest ever) \n→ $65M+ lifetime contracted Navy revenue \n→ First profitable quarter, zero debt, $29M cash \n→ Revenue up 37% YoY, gross margin from -12.5% to 35.7% \n→ $228M market cap\n\nThe turnaround is real. The contracts are accelerating.  \n\nFull thesis in yesterday's post. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07166489460584113, "ret_signed_m1d": 0.07166489460584113, "alpha_spy_m1d": 0.0613481808263554, "alpha_c_m1d": 0.05462763467524279, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037259930598347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014332978921168138, "ret_signed_p1d": 0.014332978921168138, "alpha_spy_p1d": 0.007064503650969778, "alpha_c_p1d": 0.001338353825582006, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994625095586132, "ret_p1w": -0.04906281254652711, "ret_signed_p1w": -0.04906281254652711, "alpha_spy_p1w": -0.0549098555348726, "alpha_c_p1w": -0.05642634877537045, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363536228843337, "ret_p1m": -0.003307578167649816, "ret_signed_p1m": -0.003307578167649816, "alpha_spy_p1m": 0.036883761292193284, "alpha_c_p1m": 0.012579833182315259, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887411349965075, "ret_p3m": 0.8202867457981551, "ret_signed_p3m": 0.8202867457981551, "alpha_spy_p3m": 0.7289045117054866, "alpha_c_p3m": 0.5293390565653557, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.29094768923279934, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.003307578167649816, "alpha_spy_stated": 0.036883761292193284, "alpha_c_stated": 0.012579833182315259, "price_path": [-0.344, -0.344, -0.3286, -0.3473, -0.3308, -0.3197, -0.2767, -0.2304, -0.1874, -0.1654, -0.1477, -0.1356, -0.1654, -0.2448, -0.2304, -0.2525, -0.2095, -0.1896, -0.1996, -0.183, -0.2029, -0.2029, -0.2073, -0.215, -0.2117, -0.2084, -0.2084, -0.2503, -0.2393, -0.29, -0.1323, -0.0309, -0.1103, 0.1521, 0.2459, 0.2889, 0.1963, 0.1753, 0.1753, 0.1885, 0.2867, 0.2503, 0.1687, 0.1158, 0.1588, 0.1422, 0.1709, 0.0904, 0.0529, 0.0518, -0.0121, -0.1125, 0.0187, 0.0639, 0.0496, 0.0419, -0.0573, -0.0408, -0.0408, -0.0871, -0.0794, 0.1621, 0.0717, 0.0, 0.0143, -0.0022, 0.0066, -0.0899, -0.0491, -0.086, -0.075, -0.065, -0.0728, -0.0187, 0.0397, 0.0926, 0.1191, 0.1114, 0.1257, 0.1786, 0.2393, 0.1323, -0.0276, 0.0154, -0.0033, 0.0011, -0.0584, -0.1549, -0.2051, -0.1654, -0.1996, -0.1577, -0.1577, -0.1488, -0.1599, -0.1213, -0.1367, -0.14, -0.0232, -0.0342, 0.0838, 0.0761, 0.0937, 0.1158, 0.0948, 0.1466, 0.0783, 0.0706, 0.097, 0.0221, -0.0309, 0.0463, 0.1058, 0.0761, 0.0772, 0.6902, 0.6648, 0.7288, 0.7552, 0.7144, 0.7486, 0.9008, 0.8159, 0.763, 0.699, 0.7299, 0.8203, 0.9658, 0.9658, 0.9228, 0.9361, 0.9746, 1.0044, 1.0904, 1.1996, 1.097, 1.0838, 0.8622, 0.8181, 0.7321, 0.7376, 0.8567, 0.8357, 0.8997, 0.989, 1.0044, 1.0331, 1.0331, 1.0055, 0.8765, 0.7762, 0.7861, 0.7905, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070237474735943902", "ticker_idx": 0, "ts": "2026-06-25T20:07:31+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the fundamentals are strong and a lot of steady progress has been made to push forward with $MSFT and $NVDA. Patience is the game.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN despite ATM overhang and IR frustrations; fundamentals intact, patience warranted.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Really important points raised here by mon.\n\nAre investors frustrated with $IREN? Yes.\nHas management’s communication been poor? Yes.\nHave anon accounts hyped up expectations? Yes.\n\nEveryone has been waiting for another hyperscaler deal. Maybe with Anthropic? Nothing has come yet.\n\nThe ATM has created real overhang and hence anger at price action after an explosive 2025.\n\nBut the fundamentals are strong and a lot of steady progress has been made to push forward with $MSFT and $NVDA.\n\nPatience is the game.", "reply_text": null, "parent_text": null, "quoted_text": "$IREN - In short, I'm not happy with the recent news, but my long term thesis is still intact.\n\nI'm with everyone, not happy with the management's communication style and the timing of the ATM. Let's be honest though, they have always been weak on IR/PR, and they have always https://t.co/QVyhQXTVdx", "parent_author": null, "ret_m1d": 0.011226490240887621, "ret_signed_m1d": 0.011226490240887621, "alpha_spy_m1d": 0.003942442956662795, "alpha_c_m1d": 0.013466530049892178, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": -0.002240039809004557, "ret_t0": 0.0, "ret_signed_t0": 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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2739, -0.2779, -0.2635, -0.2635, -0.2559, -0.243, -0.2199, -0.215, -0.1671, -0.0877, 0.0034, 0.0341, 0.0104, 0.0193, 0.032, -0.0432, 0.025, 0.1019, 0.0727, 0.0244, -0.0587, -0.0921, -0.036, -0.0328, 0.0481, 0.1595, 0.2917, 0.2042, 0.2963, 0.1682, 0.1981, 0.1686, 0.237, 0.1214, 0.0688, 0.0112, 0.1165, 0.2298, 0.2038, 0.2038, 0.2663, 0.437, 0.3567, 0.3459, 0.3838, 0.4107, 0.387, 0.3103, 0.1512, 0.2538, 0.1442, 0.0913, 0.2012, 0.266, 0.2889, 0.2535, 0.2309, 0.2701, 0.2701, 0.2046, 0.1591, 0.0655, 0.0112, 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:2070192033973551166", "ticker_idx": 0, "ts": "2026-06-25T17:06:57+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the price fell, the fundamentals didn't. Over the same stretch the price dropped, the business advanced: BlueBird 6 live, 98.9 Mbps peak throughput, $1.2B contracted backlog, new US government prime awards since March.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish ASTS: price decline doesn't reflect improved fundamentals; key risk is runway vs debt service, not tech execution.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Lot of noise around $ASTS since the slide to $65 - the commentary is almost entirely about the price.\n\n$ASTS has been on my radar for a while, and I've noticed increasing coverage of it in recent weeks after the Space sector pullback.\n\nWorth separating the two: the price fell, the fundamentals didn't.\n\nOver the same stretch the price dropped, the business advanced: BlueBird 6 live, 98.9 Mbps peak throughput, $1.2B contracted backlog, new US government prime awards since March.\n\nFor me, the real risk was never \"does the tech work.\" It's whether 24 months of runway clears the deployment hurdle before $2.96B of debt service forces a dilutive raise.\n\nLove the community around $ASTS also.\n\nFull breakdown here: \n$ASTS", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/ZxKUAwWy4T", "parent_author": null, "ret_m1d": 0.03642181178928605, "ret_signed_m1d": 0.03642181178928605, "alpha_spy_m1d": 0.037865360170349915, "alpha_c_m1d": 0.037865360170349915, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.0014435483810638639, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08884477228955645, "ret_signed_p1d": 0.08884477228955645, "alpha_spy_p1d": 0.0960761459064261, "alpha_c_p1d": 0.0960761459064261, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.007231373616869652, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.125, 0.2629, 0.2799, 0.4115, 0.4115, 0.4448, 0.4107, 0.47, 0.3961, 0.4462, 0.5082, 0.3497, 0.3244, 0.3859, 0.3034, 0.2344, 0.2193, 0.2902, 0.2001, 0.1643, 0.1765, 0.0954, 0.0645, 0.1262, 0.0803, 0.0428, -0.0267, 0.0771, -0.0041, 0.1437, 0.258, 0.1119, 0.14, 0.265, 0.2751, 0.3232, 0.3426, 0.3651, 0.4665, 0.6132, 0.6132, 0.8241, 0.975, 1.0282, 0.7283, 0.61, 0.8008, 0.6417, 0.635, 0.4264, 0.4029, 0.3519, 0.3307, 0.4867, 0.2559, 0.3345, 0.2534, 0.3019, 0.2292, 0.2292, 0.1154, 0.1105, 0.0364, 0.0, 0.0888, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008923715170422806", "ticker_idx": 0, "ts": "2026-01-07T15:28:32+00:00", "symbol": "ZETA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm BULLISH 🔥", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish ZETA on OpenAI deal, 17 consecutive earnings beats, and revenue growth into 2026.", "resolved_tickers": ["ZETA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$ZETA down 2%🔴\n\nHere's why this could be a strong buy 👇\n\n- @OpenAI  Deal\n- 17 consecutive beats\n- Revenue continues to grow into 2026\n\nI'm BULLISH 🔥", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/FZfNsOhpTx", "parent_author": null, "ret_m1d": 0.027633825296417225, "ret_signed_m1d": 0.027633825296417225, "alpha_spy_m1d": 0.02439998902767515, "alpha_c_m1d": 0.02439998902767515, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02115715778698135, "ret_signed_p1d": 0.02115715778698135, "alpha_spy_p1d": 0.021258685101254615, "alpha_c_p1d": 0.021258685101254615, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": -0.03756472096790531, "ret_signed_p1w": -0.03756472096790531, "alpha_spy_p1w": -0.03869575838396844, "alpha_c_p1w": -0.03869575838396844, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.0011310374160631298, "ret_p1m": -0.30915370874720305, "ret_signed_p1m": -0.30915370874720305, "alpha_spy_p1m": -0.2918098003193237, "alpha_c_p1m": -0.2918098003193237, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.017343908427879362, "ret_p3m": -0.3173574903376649, "ret_signed_p3m": -0.3173574903376649, "alpha_spy_p3m": -0.2755197836626222, "alpha_c_p3m": -0.2755197836626222, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.04183770667504272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30915370874720305, "alpha_spy_stated": -0.2918098003193237, "alpha_c_stated": -0.2918098003193237, "price_path": [-0.2055, -0.1844, -0.1706, -0.1982, -0.2129, -0.2306, -0.1995, -0.1606, -0.2034, -0.193, -0.1887, -0.1852, -0.2163, -0.2336, -0.2655, -0.2232, -0.2392, -0.2789, -0.139, -0.1546, -0.1576, -0.1412, -0.1451, -0.1161, -0.2008, -0.2038, -0.253, -0.2513, -0.2712, -0.2962, -0.2543, -0.2453, -0.2215, -0.2155, -0.2155, -0.212, -0.2254, -0.2358, -0.2055, -0.1991, -0.1775, -0.1718, -0.168, -0.1576, -0.1576, -0.1986, -0.2448, -0.2168, -0.2491, -0.2284, -0.2232, -0.209, -0.2077, -0.1749, -0.1749, -0.1062, -0.1187, -0.1019, -0.1213, -0.1213, -0.1403, -0.0643, 0.0276, 0.0, 0.0212, 0.0535, 0.0484, 0.0151, -0.0376, -0.0682, -0.1252, -0.1252, -0.136, -0.117, -0.0643, -0.0609, -0.0902, -0.136, -0.1231, -0.1593, -0.1978, -0.1934, -0.2349, -0.25, -0.3092, -0.2707, -0.2673, -0.2586, -0.3087, -0.3532, -0.3325, -0.3325, -0.3389, -0.3161, -0.323, -0.2958, -0.3532, -0.2668, -0.2293, -0.2202, -0.2681, -0.2496, -0.2211, -0.19, -0.1835, -0.1865, -0.1762, -0.209, -0.2124, -0.2206, -0.2297, -0.2267, -0.2215, -0.2565, -0.256, -0.2681, -0.2375, -0.3027, -0.2936, -0.3057, -0.3718, -0.3605, -0.3126, -0.3208, -0.3182, -0.3182, -0.3174, -0.3212, -0.3212, -0.3385, -0.3692, -0.3251, -0.3005, -0.25, -0.2478, -0.2237, -0.2163, -0.231, -0.2159, -0.2621, -0.2431, -0.2189, -0.2327, -0.231, -0.2047, -0.1969, -0.2029, -0.2293, -0.256, -0.2539, -0.2599, -0.2871, -0.2984, -0.3074, -0.2841, -0.2578, -0.1714, -0.2098, -0.2081, -0.2206, -0.1887, -0.1887, -0.1516, -0.1598, -0.1287, -0.0117, 0.0889, 0.0902, 0.0047, -0.0004, -0.0492, -0.0604, -0.0898, -0.1395, -0.1339, -0.1274, -0.1464, -0.1481, -0.2012, -0.1839, -0.1839, -0.2025, -0.1576, -0.1865, -0.228, -0.1805, null, null, null, null]}
{"unit_id": "quote:2034638524885176801", "ticker_idx": 0, "ts": "2026-03-19T14:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Management called this the most important earnings call in company history. I believe them.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ONDS into earnings in 6 days: unprice catalyst stack includes $1B+ DOD contracts, $1.5B+ cash, EU JV, Palantir AI integration, and record revenue guide.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "6 days until $ONDS reports earnings.  \n\nHere's the catalyst stack that hasn't been priced in: \n\n📊 Revenue — Q4 was 3x sequential. Full-year guide $170-180M \n🔑 Mistral — $1B+ DOD contracts\n💰 Cash — $1.5B+\n🏭 Manufacturing — ONBERG JV operational in EU \n✈️ Rotron — UK MoD relationships, NATO industrial base \n🤖 AI — Palantir integration across autonomous platforms  \n\nManagement called this the most important earnings call in company history.  I believe them.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/cxxLjBSeiU", "parent_author": null, "ret_m1d": 0.00744185336800518, "ret_signed_m1d": 0.00744185336800518, "alpha_spy_m1d": 0.004971384147178126, "alpha_c_m1d": 0.004971384147178126, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": 0.002470469220827054, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06418600747751635, "ret_signed_p1d": -0.06418600747751635, "alpha_spy_p1d": -0.049850311210663634, "alpha_c_p1d": -0.049850311210663634, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.014335696266852715, "ret_p1w": -0.12186050415039062, "ret_signed_p1w": -0.12186050415039062, "alpha_spy_p1w": -0.10223606011058706, "alpha_c_p1w": -0.10223606011058706, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.019624444039803568, "ret_p1m": -0.06976744186046513, "ret_signed_p1m": -0.06976744186046513, "alpha_spy_p1m": -0.14900277839575227, "alpha_c_p1m": -0.14900277839575227, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.07923533653528714, "ret_p3m": -0.14325581040493274, "ret_signed_p3m": -0.14325581040493274, "alpha_spy_p3m": -0.28356990641035196, "alpha_c_p3m": -0.28356990641035196, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.14031409600541922, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06976744186046513, "alpha_spy_stated": -0.14900277839575227, "alpha_c_stated": -0.14900277839575227, "price_path": [-0.1377, -0.1665, -0.1507, -0.1507, -0.2112, -0.213, -0.1637, -0.0921, -0.0921, 0.0251, 0.1656, 0.1944, 0.133, 0.3033, 0.2735, 0.227, 0.2921, 0.2614, 0.1926, 0.1312, 0.1312, 0.2214, 0.1674, 0.174, 0.1321, 0.0381, 0.1405, 0.1414, 0.0484, -0.0363, -0.0102, 0.0586, -0.0995, -0.2112, -0.0986, -0.0381, -0.0995, -0.1414, -0.1656, -0.134, -0.134, -0.0651, 0.0298, 0.0595, -0.067, -0.0521, -0.0326, -0.0419, -0.0279, -0.0623, -0.0074, -0.0679, -0.0223, -0.0242, -0.0856, -0.0958, -0.0688, -0.0856, -0.0391, -0.0549, -0.0205, 0.0493, 0.0074, 0.0, -0.0642, 0.014, -0.0065, -0.0409, -0.1219, -0.1814, -0.2419, -0.1591, -0.1805, -0.107, -0.107, -0.1144, -0.1135, -0.1209, -0.1498, -0.1507, -0.1191, -0.1256, -0.067, -0.0512, -0.0698, -0.0019, 0.0112, 0.0288, -0.0195, -0.0186, 0.0186, -0.0251, -0.1172, -0.066, -0.04, -0.0949, -0.1321, -0.1312, -0.173, -0.1572, -0.1237, -0.1591, -0.1758, 0.0428, -0.0121, -0.0977, -0.1512, -0.1293, -0.146, -0.1572, -0.1572, -0.0912, 0.0047, 0.2326, 0.2298, 0.2521, 0.2633, 0.08, 0.1135, -0.0298, -0.0419, -0.1023, -0.134, -0.0856, -0.1321, -0.1153, -0.1433, -0.1516, -0.1377, -0.1377, -0.173, -0.2065, -0.2856, -0.286, -0.2716, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2006410897065902130", "ticker_idx": 0, "ts": "2025-12-31T17:03:29+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Metaplanet is at an inflection point. The stock has been punished, the valuation is compressed, and the macro thesis is assembling. For investors with conviction on Bitcoin in 2026 and appetite for leverage, $MTPLF offers asymmetric upside with a defined catalyst window.", "tweet_type": "analysis", "timeline": "months", "summary": "Long MTPLF as leveraged BTC play with mNAV re-rating potential from 1.02x to 3-5x; long BTC to $120k-$150k on Fed liquidity + eSLR deregulation tailwinds in 2026.", "resolved_tickers": ["MTPLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MTPLF: Japan’s Leveraged Bitcoin Play as Macro Tailwinds Align for 2026\n\nThe Thesis\nMetaplanet Inc. ( $MTPLF / 3350.T ) represents a rare asymmetric opportunity: a structurally designed leverage engine positioned to capture Bitcoin’s move upward through 2026, while macro conditions are shifting decisively in Bitcoin’s favor. This isn’t a typical Bitcoin treasury company. It’s a financial engineering masterpiece built to multiply Bitcoin-per-share through capital arbitrage - and the machinery is now firing at scale.\n\nThe company holds 35,102 BTC as of December 31, 2025, making it the fourth-largest public Bitcoin holder globally. But the Bitcoin holdings are only half the story. The real conviction thesis is this: Metaplanet has architected a permanent leverage structure that continues to accumulate BTC without refinancing risk, while 2026 macro conditions (Fed liquidity, banking deregulation) set up for Bitcoin to appreciate meaningfully. The compounding effect is explosive.\n\nTrading at $2.52 USD (down 82% from all-time highs near $16), with an mNAV ratio of 1.02x - meaning the stock is trading near the value of its underlying Bitcoin holdings. This discount to historical peaks (mNAV was 5-7x in mid-2025) creates a window where equity holders capture both BTC appreciation and mNAV expansion back to normalized levels.\n\n---\n\nPart 1: The Business Model - Leverage Without Maturity Risk\n\nMetaplanet has solved a problem that’s plagued corporate treasury companies: how to raise permanent capital to fund perpetual Bitcoin accumulation without the refinancing risk of traditional debt.\n\nThe playbook mirrors MicroStrategy’s, but executed with Japanese capital markets structure tailored to Japan’s unique macroeconomic condition.\n\nHow the Leverage Engine Works:\n\nTier 1: Common Equity + Moving-Strike Warrants\n\nThe company raises capital through common stock offerings at market prices via moving-strike equity programs. When $MTPLF ’s stock price rises, new shares are issued at those elevated prices, funding Bitcoin purchases with minimal per-share dilution. This is mechanically similar to MSTR’s approach but executed more aggressively - evidenced by a 497% BTC Yield in 2025 (BTC per diluted share growth)\n\nTier 2: Perpetual Preferred Equity (NEW in Dec 2025)\nMetaplanet has just launched two classes of perpetual preferred shares-MARS (Class A) and MERCURY (Class B)-which represent the innovation that unlocks the next phase of growth.\n\nMERCURY Details (Most Recent):\n\n•Raised ¥21.25 billion ($150M) from institutional investors\n•Fixed 4.9% annual dividend, paid quarterly (~$0.26 per share initially)\n•1,000 yen conversion price into common shares (upside participation)\n•No maturity date (perpetual)\n•Senior to common equity, subordinate only to MARS\n•Covers 25% of NAV without diluting common shareholders\n\nWhy This Matters:\nPerpetual preferred equity functions as permanent leverage. Unlike traditional debt (which matures and must be refinanced), preferred shares have no maturity date. The dividend obligation is fixed. The company can issue billions in perpetual preferred without triggering refinancing risk. \n\nThis is the innovation that separates Metaplanet from competitors still relying on traditional debt or equity dilution.\n\nTier 3: Bitcoin-Backed Credit Facilities\n\nBeyond preferred equity, the company has secured a $500M Bitcoin-backed credit line, with $230M+ already deployed as of October 2025. The terms are favorable: variable rate, daily renewal, fully collateralized by Bitcoin holdings. This allows the company to borrow against its BTC stack when valuations dip (deploying capital when others capitulate) or buyback common shares when trading below par.\n\nThe Result:\nA permanent, non-dilutive capital structure that can keep raising capital indefinitely - as long as Bitcoin appreciates and/or equity valuations support it. This is a machine designed to compound Bitcoin per share.\n\n---\n\nPart 2: Financial Performance - The Engine is Firing\n\nWhat’s Driving This?\n\nThe Bitcoin Income Generation business (the company’s operational moat) recorded record Q3 results by monetizing volatility. \n\nThe team writes cash-secured Bitcoin puts and engages in advanced options strategies, turning what would normally be negative volatility into revenue. Q3 achieved this with a 67.6% operating margin—proving that the business model is capital-efficient and scalable.\n\nCritically, this income generation reduces dependence on equity dilution for funding. New capital can go directly into Bitcoin accumulation rather than operational costs. \n\nThis is the compounding machine working.\n\nFY2025 Revenue Guidance Doubled to ¥6.8B from ¥3.4B. Operating profit nearly doubled to ¥4.7B from ¥2.5B. The company was a struggling hotel operator with ¥1.06B in annual revenue. Now it’s a scaled Bitcoin-native operating platform.\n\n---\n\nPart 3: The 2026 Macro Setup—Why This Timing Matters\n\nHere’s where conviction crystallizes. Metaplanet is raising leverage precisely as macro conditions are setting up for Bitcoin to appreciate meaningfully. This is not chance; it’s timing awareness.\n\nFed Liquidity Inflection (In Progress Now)\n\nThe Federal Reserve announced $40 billion per month in Reserve Management Purchases for three months, with an undefined amount thereafter. This is liquidity directly into the banking system. As of mid-December 2025, $38B of the first month’s allocation had already been deployed.[https://t.co/YRiLUVnSFS]\nSimultaneously, the Fed has stopped shrinking its balance sheet (no more quantitative tightening) and is now in quantitative easing mode. History shows that when the Fed moves from tightening to easing, Bitcoin tends to rally sharply. The setup from 2020-2021 saw the Fed inject massive liquidity, and Bitcoin rallied from $5k to $68k in that cycle.[investing]\n\nBanking Deregulation (Jan 1 - Apr 1, 2026)\nThe Enhanced Supplementary Leverage Ratio (eSLR) easing takes effect January 1, 2026, with broader adoption expected by April 1, 2026. This regulatory change is expected to release approximately $219 billion in core capital across large banking groups. That capital will seek higher returns. Crypto—specifically Bitcoin—is increasingly seen as a legitimate institutional asset class. When banks have capital to deploy, Bitcoin is now on the approved list.[https://t.co/YRiLUVnSFS]\n\nWhat this means:\n\nWhen Bitcoin appreciates (driven by Fed liquidity + institutional demand), Metaplanet’s capital structure is designed to re-leverage that gain:\n1.BTC Price Up → Bitcoin holdings appreciate in value\n2.Collateral Base Increases → Can borrow more against enlarged Bitcoin holdings\nhttps://t.co/rygL5g3gZ5 Re-Deployed → New capital deployed into BTC at higher prices\n4.Equity Dilution Offset → BTC per share still grows because BTC appreciation > dilution\n5.mNAV Expansion → Historical premium multiples (3-5x) re-rate stock\n\nIf Bitcoin moves from ~$88k today to $120k-150k (a 35-70% move, well within reason given 2026 setup), and Metaplanet’s mNAV expands from 1.02x back toward 3-5x, common shareholders experience compounded upside: BTC appreciation plus multiple expansion.\n\nConservative Scenario: BTC +50%, mNAV 1.02 → 2.5x = ~2.7x total return  \nBase Case: BTC +70%, mNAV 1.02x → 3.5x = ~4.1x total return  \nBull Case: BTC +100%, mNAV 1.02x → 4.5x = ~6.5x total return\n\n---\n\nPart 4: Comparison with $MSTR\n\nWhy Metaplanet is the Riskier, Higher-Return Play:\n\nMetaplanet trades at a lower valuation multiple but has executed a higher BTC yield trajectory. MSTR’s premium reflects stability and scale. Metaplanet’s discount reflects execution risk and newness, but also represents significant re-rating upside if execution holds and 2026 macro cooperates.\n\nThink of it this way:\n•MSTR: The institutional-grade play\n•MTPLF: The asymmetric, high-torque leverage play\n\n---\n\nPart 5: The Catalysts Timeline\n\nQ1 2026 (Next 3 months):\n•Fed liquidity fully deployed and showing effects\n•Bitcoin Treasuries finish capitulation\n•Potential BTC breakout above $95k resistance\n•Metaplanet completes MERCURY issuance and begins Phase II accumulation\n•TSE continued inclusion/potential S&P inclusion discussions\n\nQ2 2026:\n•eSLR rule fully adopted by large banks; $219B capital seeking homes\n•Bitcoin likely in fresh bull market if Q1 plays out\n•Metaplanet targets 50k+ BTC milestone\n•Company reports strong Q1 FY2026 results (operating leverage kicks in)\n\nH2 2026:\n•Bitcoin potentially testing $150k+\n•Metaplanet stock price inflection higher as mNAV normalizes\n•Execution risk either proves model or breaks it\n•Preferred equity conversions potential if stock appreciates\n\n---\n\nPart 9: Why Now? Why This Company?\n\nThree Converging Factors:\n1.Macro Inflection (Favorable): Fed shifting from tightening to easing, bank regulation loosening—bullish for Bitcoin\n2.Valuation Reset (Attractive): mNAV at 1.02x vs historical 5-7x = massive re-rating potential\nhttps://t.co/rygL5g3gZ5 Structure Innovation (Powerful): Perpetual preferred shares unlocking permanent leverage without maturity risk\n\nMetaplanet is at an inflection point. \n\nThe stock has been punished, the valuation is compressed, and the macro thesis is assembling. The next 12 months will either validate the model or expose its flaws.\n\nFor investors with conviction on Bitcoin in 2026 and appetite for leverage, $MTPLF offers asymmetric upside with a defined catalyst window.\n\n---\n\nShoutout to some great accounts to follow for Metaplanet news.\n\n@ZynxBTC @RoaringRagnar\n\n---\n\n@ZynxBTC @RoaringRagnar And @AdamBLiv", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.031999969482421786, "ret_signed_m1d": 0.031999969482421786, "alpha_spy_m1d": 0.024535815695641228, "alpha_c_m1d": 0.0240442918825039, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.007955677599917887, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.3456000328063964, "ret_signed_p1w": 0.3456000328063964, "alpha_spy_p1w": 0.33436704508522763, "alpha_c_p1w": 0.3331220252642191, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.012478007542177316, "ret_p1m": 0.10799999237060542, "ret_signed_p1m": 0.10799999237060542, "alpha_spy_p1m": 0.09022668082575414, "alpha_c_p1m": 0.09309339267994154, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01490659969066388, "ret_p3m": -0.25599999427795406, "ret_signed_p3m": -0.25599999427795406, "alpha_spy_p3m": -0.185281876871916, "alpha_c_p3m": -0.14262799617186972, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.11337199810608434, "ret_p6m": -0.4860000133514404, "ret_signed_p6m": -0.4860000133514404, "alpha_spy_p6m": -0.5685350020503375, "alpha_c_p6m": -0.4390526630404781, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": -0.04694735031096231, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10799999237060542, "alpha_spy_stated": 0.09022668082575414, "alpha_c_stated": 0.09309339267994154, "price_path": [0.7252, 0.616, 0.572, 0.496, 0.424, 0.392, 0.38, 0.22, 0.192, 0.116, 0.108, 0.22, 0.164, 0.1156, 0.1496, 0.244, 0.312, 0.304, 0.24, 0.202, 0.284, 0.256, 0.116, 0.14, 0.054, 0.096, 0.104, 0.06, 0.064, -0.04, -0.052, -0.086, -0.072, -0.128, -0.104, -0.132, -0.056, -0.0772, -0.032, -0.032, 0.06, -0.048, -0.004, 0.0, 0.008, -0.028, 0.016, 0.092, 0.222, 0.114, 0.096, 0.056, 0.0388, 0.008, 0.032, 0.112, 0.136, 0.17, 0.192, 0.192, 0.128, 0.08, 0.032, 0.0, 0.0, 0.0456, 0.246, 0.28, 0.3456, 0.272, 0.332, 0.3904, 0.404, 0.582, 0.5332, 0.508, 0.508, 0.302, 0.332, 0.284, 0.304, 0.216, 0.282, 0.2396, 0.108, 0.132, 0.0668, -0.022, -0.064, -0.256, 0.0, -0.052, -0.08, -0.112, -0.144, -0.096, -0.096, -0.126, -0.168, -0.192, -0.184, -0.216, -0.208, -0.164, -0.176, -0.204, -0.132, -0.1652, -0.116, -0.132, -0.16, -0.144, -0.132, -0.084, -0.12, -0.068, -0.044, -0.112, -0.188, -0.212, -0.204, -0.188, -0.22, -0.204, -0.232, -0.272, -0.256, -0.248, -0.244, -0.248, -0.248, -0.228, -0.248, -0.2, -0.212, -0.19, -0.2, -0.16, -0.156, -0.14, -0.102, -0.144, -0.176, -0.128, -0.128, -0.148, -0.1328, -0.188, -0.196, -0.172, -0.148, -0.132, -0.12, -0.106, -0.104, -0.108, -0.108, -0.144, -0.19, -0.2, -0.2, -0.242, -0.224, -0.234, -0.244, -0.2272, -0.2272, -0.272, -0.278, -0.28, -0.2736, -0.292, -0.36, -0.38, -0.388, -0.44, -0.408, -0.424, -0.428, -0.424, -0.396, -0.336, -0.3572, -0.372, -0.43, -0.43, -0.392, -0.428, -0.456, -0.486]}
{"unit_id": "thread:2006410897065902130", "ticker_idx": 1, "ts": "2025-12-31T17:03:29+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "macro conditions are shifting decisively in Bitcoin's favor... If Bitcoin moves from ~$88k today to $120k-150k (a 35-70% move, well within reason given 2026 setup)", "tweet_type": "analysis", "timeline": "months", "summary": "Long MTPLF as leveraged BTC play with mNAV re-rating potential from 1.02x to 3-5x; long BTC to $120k-$150k on Fed liquidity + eSLR deregulation tailwinds in 2026.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MTPLF: Japan’s Leveraged Bitcoin Play as Macro Tailwinds Align for 2026\n\nThe Thesis\nMetaplanet Inc. ( $MTPLF / 3350.T ) represents a rare asymmetric opportunity: a structurally designed leverage engine positioned to capture Bitcoin’s move upward through 2026, while macro conditions are shifting decisively in Bitcoin’s favor. This isn’t a typical Bitcoin treasury company. It’s a financial engineering masterpiece built to multiply Bitcoin-per-share through capital arbitrage - and the machinery is now firing at scale.\n\nThe company holds 35,102 BTC as of December 31, 2025, making it the fourth-largest public Bitcoin holder globally. But the Bitcoin holdings are only half the story. The real conviction thesis is this: Metaplanet has architected a permanent leverage structure that continues to accumulate BTC without refinancing risk, while 2026 macro conditions (Fed liquidity, banking deregulation) set up for Bitcoin to appreciate meaningfully. The compounding effect is explosive.\n\nTrading at $2.52 USD (down 82% from all-time highs near $16), with an mNAV ratio of 1.02x - meaning the stock is trading near the value of its underlying Bitcoin holdings. This discount to historical peaks (mNAV was 5-7x in mid-2025) creates a window where equity holders capture both BTC appreciation and mNAV expansion back to normalized levels.\n\n---\n\nPart 1: The Business Model - Leverage Without Maturity Risk\n\nMetaplanet has solved a problem that’s plagued corporate treasury companies: how to raise permanent capital to fund perpetual Bitcoin accumulation without the refinancing risk of traditional debt.\n\nThe playbook mirrors MicroStrategy’s, but executed with Japanese capital markets structure tailored to Japan’s unique macroeconomic condition.\n\nHow the Leverage Engine Works:\n\nTier 1: Common Equity + Moving-Strike Warrants\n\nThe company raises capital through common stock offerings at market prices via moving-strike equity programs. When $MTPLF ’s stock price rises, new shares are issued at those elevated prices, funding Bitcoin purchases with minimal per-share dilution. This is mechanically similar to MSTR’s approach but executed more aggressively - evidenced by a 497% BTC Yield in 2025 (BTC per diluted share growth)\n\nTier 2: Perpetual Preferred Equity (NEW in Dec 2025)\nMetaplanet has just launched two classes of perpetual preferred shares-MARS (Class A) and MERCURY (Class B)-which represent the innovation that unlocks the next phase of growth.\n\nMERCURY Details (Most Recent):\n\n•Raised ¥21.25 billion ($150M) from institutional investors\n•Fixed 4.9% annual dividend, paid quarterly (~$0.26 per share initially)\n•1,000 yen conversion price into common shares (upside participation)\n•No maturity date (perpetual)\n•Senior to common equity, subordinate only to MARS\n•Covers 25% of NAV without diluting common shareholders\n\nWhy This Matters:\nPerpetual preferred equity functions as permanent leverage. Unlike traditional debt (which matures and must be refinanced), preferred shares have no maturity date. The dividend obligation is fixed. The company can issue billions in perpetual preferred without triggering refinancing risk. \n\nThis is the innovation that separates Metaplanet from competitors still relying on traditional debt or equity dilution.\n\nTier 3: Bitcoin-Backed Credit Facilities\n\nBeyond preferred equity, the company has secured a $500M Bitcoin-backed credit line, with $230M+ already deployed as of October 2025. The terms are favorable: variable rate, daily renewal, fully collateralized by Bitcoin holdings. This allows the company to borrow against its BTC stack when valuations dip (deploying capital when others capitulate) or buyback common shares when trading below par.\n\nThe Result:\nA permanent, non-dilutive capital structure that can keep raising capital indefinitely - as long as Bitcoin appreciates and/or equity valuations support it. This is a machine designed to compound Bitcoin per share.\n\n---\n\nPart 2: Financial Performance - The Engine is Firing\n\nWhat’s Driving This?\n\nThe Bitcoin Income Generation business (the company’s operational moat) recorded record Q3 results by monetizing volatility. \n\nThe team writes cash-secured Bitcoin puts and engages in advanced options strategies, turning what would normally be negative volatility into revenue. Q3 achieved this with a 67.6% operating margin—proving that the business model is capital-efficient and scalable.\n\nCritically, this income generation reduces dependence on equity dilution for funding. New capital can go directly into Bitcoin accumulation rather than operational costs. \n\nThis is the compounding machine working.\n\nFY2025 Revenue Guidance Doubled to ¥6.8B from ¥3.4B. Operating profit nearly doubled to ¥4.7B from ¥2.5B. The company was a struggling hotel operator with ¥1.06B in annual revenue. Now it’s a scaled Bitcoin-native operating platform.\n\n---\n\nPart 3: The 2026 Macro Setup—Why This Timing Matters\n\nHere’s where conviction crystallizes. Metaplanet is raising leverage precisely as macro conditions are setting up for Bitcoin to appreciate meaningfully. This is not chance; it’s timing awareness.\n\nFed Liquidity Inflection (In Progress Now)\n\nThe Federal Reserve announced $40 billion per month in Reserve Management Purchases for three months, with an undefined amount thereafter. This is liquidity directly into the banking system. As of mid-December 2025, $38B of the first month’s allocation had already been deployed.[https://t.co/YRiLUVnSFS]\nSimultaneously, the Fed has stopped shrinking its balance sheet (no more quantitative tightening) and is now in quantitative easing mode. History shows that when the Fed moves from tightening to easing, Bitcoin tends to rally sharply. The setup from 2020-2021 saw the Fed inject massive liquidity, and Bitcoin rallied from $5k to $68k in that cycle.[investing]\n\nBanking Deregulation (Jan 1 - Apr 1, 2026)\nThe Enhanced Supplementary Leverage Ratio (eSLR) easing takes effect January 1, 2026, with broader adoption expected by April 1, 2026. This regulatory change is expected to release approximately $219 billion in core capital across large banking groups. That capital will seek higher returns. Crypto—specifically Bitcoin—is increasingly seen as a legitimate institutional asset class. When banks have capital to deploy, Bitcoin is now on the approved list.[https://t.co/YRiLUVnSFS]\n\nWhat this means:\n\nWhen Bitcoin appreciates (driven by Fed liquidity + institutional demand), Metaplanet’s capital structure is designed to re-leverage that gain:\n1.BTC Price Up → Bitcoin holdings appreciate in value\n2.Collateral Base Increases → Can borrow more against enlarged Bitcoin holdings\nhttps://t.co/rygL5g3gZ5 Re-Deployed → New capital deployed into BTC at higher prices\n4.Equity Dilution Offset → BTC per share still grows because BTC appreciation > dilution\n5.mNAV Expansion → Historical premium multiples (3-5x) re-rate stock\n\nIf Bitcoin moves from ~$88k today to $120k-150k (a 35-70% move, well within reason given 2026 setup), and Metaplanet’s mNAV expands from 1.02x back toward 3-5x, common shareholders experience compounded upside: BTC appreciation plus multiple expansion.\n\nConservative Scenario: BTC +50%, mNAV 1.02 → 2.5x = ~2.7x total return  \nBase Case: BTC +70%, mNAV 1.02x → 3.5x = ~4.1x total return  \nBull Case: BTC +100%, mNAV 1.02x → 4.5x = ~6.5x total return\n\n---\n\nPart 4: Comparison with $MSTR\n\nWhy Metaplanet is the Riskier, Higher-Return Play:\n\nMetaplanet trades at a lower valuation multiple but has executed a higher BTC yield trajectory. MSTR’s premium reflects stability and scale. Metaplanet’s discount reflects execution risk and newness, but also represents significant re-rating upside if execution holds and 2026 macro cooperates.\n\nThink of it this way:\n•MSTR: The institutional-grade play\n•MTPLF: The asymmetric, high-torque leverage play\n\n---\n\nPart 5: The Catalysts Timeline\n\nQ1 2026 (Next 3 months):\n•Fed liquidity fully deployed and showing effects\n•Bitcoin Treasuries finish capitulation\n•Potential BTC breakout above $95k resistance\n•Metaplanet completes MERCURY issuance and begins Phase II accumulation\n•TSE continued inclusion/potential S&P inclusion discussions\n\nQ2 2026:\n•eSLR rule fully adopted by large banks; $219B capital seeking homes\n•Bitcoin likely in fresh bull market if Q1 plays out\n•Metaplanet targets 50k+ BTC milestone\n•Company reports strong Q1 FY2026 results (operating leverage kicks in)\n\nH2 2026:\n•Bitcoin potentially testing $150k+\n•Metaplanet stock price inflection higher as mNAV normalizes\n•Execution risk either proves model or breaks it\n•Preferred equity conversions potential if stock appreciates\n\n---\n\nPart 9: Why Now? Why This Company?\n\nThree Converging Factors:\n1.Macro Inflection (Favorable): Fed shifting from tightening to easing, bank regulation loosening—bullish for Bitcoin\n2.Valuation Reset (Attractive): mNAV at 1.02x vs historical 5-7x = massive re-rating potential\nhttps://t.co/rygL5g3gZ5 Structure Innovation (Powerful): Perpetual preferred shares unlocking permanent leverage without maturity risk\n\nMetaplanet is at an inflection point. \n\nThe stock has been punished, the valuation is compressed, and the macro thesis is assembling. The next 12 months will either validate the model or expose its flaws.\n\nFor investors with conviction on Bitcoin in 2026 and appetite for leverage, $MTPLF offers asymmetric upside with a defined catalyst window.\n\n---\n\nShoutout to some great accounts to follow for Metaplanet news.\n\n@ZynxBTC @RoaringRagnar\n\n---\n\n@ZynxBTC @RoaringRagnar And @AdamBLiv", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010528134215030072, "ret_signed_m1d": 0.010528134215030072, "alpha_spy_m1d": 0.003063980428249513, "alpha_c_m1d": 0.003063980428249513, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.0074641537867805585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013977518339667538, "ret_signed_p1d": 0.013977518339667538, "alpha_spy_p1d": 0.013977518339667538, "alpha_c_p1d": 0.013977518339667538, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04341535184396572, "ret_signed_p1w": 0.04341535184396572, "alpha_spy_p1w": 0.03218236412279696, "alpha_c_p1w": 0.03218236412279696, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.011232987721168763, "ret_p1m": -0.033679369849291985, "ret_signed_p1m": -0.033679369849291985, "alpha_spy_p1m": -0.051452681394143274, "alpha_c_p1m": -0.051452681394143274, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01777331154485129, "ret_p3m": -0.23788894513321424, "ret_signed_p3m": -0.23788894513321424, "alpha_spy_p3m": -0.16717082772717617, "alpha_c_p3m": -0.16717082772717617, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.07071811740603806, "ret_p6m": -0.3175354183015464, "ret_signed_p6m": -0.3175354183015464, "alpha_spy_p6m": -0.4000704070004435, "alpha_c_p6m": -0.4000704070004435, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.08253498869889708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033679369849291985, "alpha_spy_stated": -0.051452681394143274, "alpha_c_stated": -0.051452681394143274, "price_path": [0.3972, 0.4256, 0.3879, 0.4096, 0.3908, 0.2937, 0.3173, 0.2927, 0.266, 0.2363, 0.2167, 0.2637, 0.2396, 0.2306, 0.2578, 0.2688, 0.3041, 0.2908, 0.2576, 0.2377, 0.2519, 0.2176, 0.1609, 0.1872, 0.1576, 0.1813, 0.2113, 0.177, 0.1617, 0.1393, 0.0787, 0.0524, 0.0622, 0.0452, -0.01, -0.0276, 0.0087, -0.0019, 0.0344, 0.0432, 0.039, -0.0136, 0.0439, 0.0688, 0.0529, 0.0215, 0.0358, 0.0592, 0.0516, 0.0572, 0.0316, -0.0124, 0.0038, -0.0156, -0.0234, 0.0068, 0.0112, -0.0011, 0.0012, -0.0031, -0.0024, -0.0042, 0.0105, 0.0, 0.014, 0.0278, 0.0728, 0.0711, 0.0434, 0.0402, 0.0343, 0.0421, 0.0893, 0.1077, 0.0919, 0.0916, 0.0576, 0.0092, 0.0213, 0.0223, 0.0228, 0.0087, 0.0182, 0.0191, -0.0337, -0.0386, -0.1008, -0.1357, -0.1656, -0.2835, -0.1937, -0.1987, -0.2139, -0.2345, -0.2433, -0.2131, -0.2133, -0.2287, -0.2409, -0.2348, -0.2229, -0.2616, -0.2677, -0.2234, -0.2292, -0.2471, -0.2141, -0.2196, -0.1691, -0.1905, -0.2214, -0.2183, -0.2009, -0.1977, -0.1944, -0.189, -0.1445, -0.1553, -0.1858, -0.2011, -0.1941, -0.1896, -0.1942, -0.1851, -0.2139, -0.2419, -0.2379, -0.2203, -0.222, -0.2356, -0.2352, -0.2131, -0.1779, -0.1872, -0.1799, -0.166, -0.1488, -0.1523, -0.1452, -0.1412, -0.1186, -0.133, -0.1275, -0.1063, -0.1056, -0.1149, -0.1159, -0.1275, -0.1341, -0.128, -0.1066, -0.0878, -0.0752, -0.0695, -0.0857, -0.0837, -0.0661, -0.0804, -0.0941, -0.0738, -0.0965, -0.1206, -0.1229, -0.1149, -0.1139, -0.1374, -0.1169, -0.1335, -0.1504, -0.1597, -0.1615, -0.185, -0.2377, -0.2685, -0.2709, -0.3038, -0.279, -0.2956, -0.2978, -0.2737, -0.2739, -0.2425, -0.2504, -0.2639, -0.2813, -0.2739, -0.2692, -0.2839, -0.303, -0.3175]}
{"unit_id": "thread:2006410897065902130", "ticker_idx": 2, "ts": "2025-12-31T17:03:29+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "MSTR: The institutional-grade play", "tweet_type": "analysis", "timeline": "months", "summary": "Long MTPLF as leveraged BTC play with mNAV re-rating potential from 1.02x to 3-5x; long BTC to $120k-$150k on Fed liquidity + eSLR deregulation tailwinds in 2026.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MTPLF: Japan’s Leveraged Bitcoin Play as Macro Tailwinds Align for 2026\n\nThe Thesis\nMetaplanet Inc. ( $MTPLF / 3350.T ) represents a rare asymmetric opportunity: a structurally designed leverage engine positioned to capture Bitcoin’s move upward through 2026, while macro conditions are shifting decisively in Bitcoin’s favor. This isn’t a typical Bitcoin treasury company. It’s a financial engineering masterpiece built to multiply Bitcoin-per-share through capital arbitrage - and the machinery is now firing at scale.\n\nThe company holds 35,102 BTC as of December 31, 2025, making it the fourth-largest public Bitcoin holder globally. But the Bitcoin holdings are only half the story. The real conviction thesis is this: Metaplanet has architected a permanent leverage structure that continues to accumulate BTC without refinancing risk, while 2026 macro conditions (Fed liquidity, banking deregulation) set up for Bitcoin to appreciate meaningfully. The compounding effect is explosive.\n\nTrading at $2.52 USD (down 82% from all-time highs near $16), with an mNAV ratio of 1.02x - meaning the stock is trading near the value of its underlying Bitcoin holdings. This discount to historical peaks (mNAV was 5-7x in mid-2025) creates a window where equity holders capture both BTC appreciation and mNAV expansion back to normalized levels.\n\n---\n\nPart 1: The Business Model - Leverage Without Maturity Risk\n\nMetaplanet has solved a problem that’s plagued corporate treasury companies: how to raise permanent capital to fund perpetual Bitcoin accumulation without the refinancing risk of traditional debt.\n\nThe playbook mirrors MicroStrategy’s, but executed with Japanese capital markets structure tailored to Japan’s unique macroeconomic condition.\n\nHow the Leverage Engine Works:\n\nTier 1: Common Equity + Moving-Strike Warrants\n\nThe company raises capital through common stock offerings at market prices via moving-strike equity programs. When $MTPLF ’s stock price rises, new shares are issued at those elevated prices, funding Bitcoin purchases with minimal per-share dilution. This is mechanically similar to MSTR’s approach but executed more aggressively - evidenced by a 497% BTC Yield in 2025 (BTC per diluted share growth)\n\nTier 2: Perpetual Preferred Equity (NEW in Dec 2025)\nMetaplanet has just launched two classes of perpetual preferred shares-MARS (Class A) and MERCURY (Class B)-which represent the innovation that unlocks the next phase of growth.\n\nMERCURY Details (Most Recent):\n\n•Raised ¥21.25 billion ($150M) from institutional investors\n•Fixed 4.9% annual dividend, paid quarterly (~$0.26 per share initially)\n•1,000 yen conversion price into common shares (upside participation)\n•No maturity date (perpetual)\n•Senior to common equity, subordinate only to MARS\n•Covers 25% of NAV without diluting common shareholders\n\nWhy This Matters:\nPerpetual preferred equity functions as permanent leverage. Unlike traditional debt (which matures and must be refinanced), preferred shares have no maturity date. The dividend obligation is fixed. The company can issue billions in perpetual preferred without triggering refinancing risk. \n\nThis is the innovation that separates Metaplanet from competitors still relying on traditional debt or equity dilution.\n\nTier 3: Bitcoin-Backed Credit Facilities\n\nBeyond preferred equity, the company has secured a $500M Bitcoin-backed credit line, with $230M+ already deployed as of October 2025. The terms are favorable: variable rate, daily renewal, fully collateralized by Bitcoin holdings. This allows the company to borrow against its BTC stack when valuations dip (deploying capital when others capitulate) or buyback common shares when trading below par.\n\nThe Result:\nA permanent, non-dilutive capital structure that can keep raising capital indefinitely - as long as Bitcoin appreciates and/or equity valuations support it. This is a machine designed to compound Bitcoin per share.\n\n---\n\nPart 2: Financial Performance - The Engine is Firing\n\nWhat’s Driving This?\n\nThe Bitcoin Income Generation business (the company’s operational moat) recorded record Q3 results by monetizing volatility. \n\nThe team writes cash-secured Bitcoin puts and engages in advanced options strategies, turning what would normally be negative volatility into revenue. Q3 achieved this with a 67.6% operating margin—proving that the business model is capital-efficient and scalable.\n\nCritically, this income generation reduces dependence on equity dilution for funding. New capital can go directly into Bitcoin accumulation rather than operational costs. \n\nThis is the compounding machine working.\n\nFY2025 Revenue Guidance Doubled to ¥6.8B from ¥3.4B. Operating profit nearly doubled to ¥4.7B from ¥2.5B. The company was a struggling hotel operator with ¥1.06B in annual revenue. Now it’s a scaled Bitcoin-native operating platform.\n\n---\n\nPart 3: The 2026 Macro Setup—Why This Timing Matters\n\nHere’s where conviction crystallizes. Metaplanet is raising leverage precisely as macro conditions are setting up for Bitcoin to appreciate meaningfully. This is not chance; it’s timing awareness.\n\nFed Liquidity Inflection (In Progress Now)\n\nThe Federal Reserve announced $40 billion per month in Reserve Management Purchases for three months, with an undefined amount thereafter. This is liquidity directly into the banking system. As of mid-December 2025, $38B of the first month’s allocation had already been deployed.[https://t.co/YRiLUVnSFS]\nSimultaneously, the Fed has stopped shrinking its balance sheet (no more quantitative tightening) and is now in quantitative easing mode. History shows that when the Fed moves from tightening to easing, Bitcoin tends to rally sharply. The setup from 2020-2021 saw the Fed inject massive liquidity, and Bitcoin rallied from $5k to $68k in that cycle.[investing]\n\nBanking Deregulation (Jan 1 - Apr 1, 2026)\nThe Enhanced Supplementary Leverage Ratio (eSLR) easing takes effect January 1, 2026, with broader adoption expected by April 1, 2026. This regulatory change is expected to release approximately $219 billion in core capital across large banking groups. That capital will seek higher returns. Crypto—specifically Bitcoin—is increasingly seen as a legitimate institutional asset class. When banks have capital to deploy, Bitcoin is now on the approved list.[https://t.co/YRiLUVnSFS]\n\nWhat this means:\n\nWhen Bitcoin appreciates (driven by Fed liquidity + institutional demand), Metaplanet’s capital structure is designed to re-leverage that gain:\n1.BTC Price Up → Bitcoin holdings appreciate in value\n2.Collateral Base Increases → Can borrow more against enlarged Bitcoin holdings\nhttps://t.co/rygL5g3gZ5 Re-Deployed → New capital deployed into BTC at higher prices\n4.Equity Dilution Offset → BTC per share still grows because BTC appreciation > dilution\n5.mNAV Expansion → Historical premium multiples (3-5x) re-rate stock\n\nIf Bitcoin moves from ~$88k today to $120k-150k (a 35-70% move, well within reason given 2026 setup), and Metaplanet’s mNAV expands from 1.02x back toward 3-5x, common shareholders experience compounded upside: BTC appreciation plus multiple expansion.\n\nConservative Scenario: BTC +50%, mNAV 1.02 → 2.5x = ~2.7x total return  \nBase Case: BTC +70%, mNAV 1.02x → 3.5x = ~4.1x total return  \nBull Case: BTC +100%, mNAV 1.02x → 4.5x = ~6.5x total return\n\n---\n\nPart 4: Comparison with $MSTR\n\nWhy Metaplanet is the Riskier, Higher-Return Play:\n\nMetaplanet trades at a lower valuation multiple but has executed a higher BTC yield trajectory. MSTR’s premium reflects stability and scale. Metaplanet’s discount reflects execution risk and newness, but also represents significant re-rating upside if execution holds and 2026 macro cooperates.\n\nThink of it this way:\n•MSTR: The institutional-grade play\n•MTPLF: The asymmetric, high-torque leverage play\n\n---\n\nPart 5: The Catalysts Timeline\n\nQ1 2026 (Next 3 months):\n•Fed liquidity fully deployed and showing effects\n•Bitcoin Treasuries finish capitulation\n•Potential BTC breakout above $95k resistance\n•Metaplanet completes MERCURY issuance and begins Phase II accumulation\n•TSE continued inclusion/potential S&P inclusion discussions\n\nQ2 2026:\n•eSLR rule fully adopted by large banks; $219B capital seeking homes\n•Bitcoin likely in fresh bull market if Q1 plays out\n•Metaplanet targets 50k+ BTC milestone\n•Company reports strong Q1 FY2026 results (operating leverage kicks in)\n\nH2 2026:\n•Bitcoin potentially testing $150k+\n•Metaplanet stock price inflection higher as mNAV normalizes\n•Execution risk either proves model or breaks it\n•Preferred equity conversions potential if stock appreciates\n\n---\n\nPart 9: Why Now? Why This Company?\n\nThree Converging Factors:\n1.Macro Inflection (Favorable): Fed shifting from tightening to easing, bank regulation loosening—bullish for Bitcoin\n2.Valuation Reset (Attractive): mNAV at 1.02x vs historical 5-7x = massive re-rating potential\nhttps://t.co/rygL5g3gZ5 Structure Innovation (Powerful): Perpetual preferred shares unlocking permanent leverage without maturity risk\n\nMetaplanet is at an inflection point. \n\nThe stock has been punished, the valuation is compressed, and the macro thesis is assembling. The next 12 months will either validate the model or expose its flaws.\n\nFor investors with conviction on Bitcoin in 2026 and appetite for leverage, $MTPLF offers asymmetric upside with a defined catalyst window.\n\n---\n\nShoutout to some great accounts to follow for Metaplanet news.\n\n@ZynxBTC @RoaringRagnar\n\n---\n\n@ZynxBTC @RoaringRagnar And @AdamBLiv", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.024086895265658104, "ret_signed_m1d": 0.024086895265658104, "alpha_spy_m1d": 0.016622741478877545, "alpha_c_m1d": 0.016622741478877545, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.0074641537867805585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.06502142205490058, "ret_signed_p1w": 0.06502142205490058, "alpha_spy_p1w": 0.053788434333731816, "alpha_c_p1w": 0.053788434333731816, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.011232987721168763, "ret_p1m": -0.05765050794847859, "ret_signed_p1m": -0.05765050794847859, "alpha_spy_p1m": -0.07542381949332988, "alpha_c_p1m": -0.07542381949332988, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01777331154485129, "ret_p3m": -0.200789701346479, "ret_signed_p3m": -0.200789701346479, "alpha_spy_p3m": -0.13007158394044094, "alpha_c_p3m": -0.13007158394044094, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.07071811740603806, "ret_p6m": -0.4384336719656524, "ret_signed_p6m": -0.4384336719656524, "alpha_spy_p6m": -0.5209686606645495, "alpha_c_p6m": -0.5209686606645495, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.08253498869889708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05765050794847859, "alpha_spy_stated": -0.07542381949332988, "alpha_c_stated": -0.07542381949332988, "price_path": [1.3141, 1.3672, 1.1612, 1.177, 1.1079, 1.0059, 1.0761, 0.9787, 0.953, 0.868, 0.9077, 0.952, 0.9869, 0.848, 0.8751, 0.9025, 0.9456, 0.8732, 0.8122, 0.6754, 0.7737, 0.7418, 0.6255, 0.6782, 0.561, 0.5922, 0.5721, 0.5225, 0.4782, 0.3724, 0.3146, 0.2861, 0.361, 0.2274, 0.1657, 0.1221, 0.1783, 0.1332, 0.1559, 0.1559, 0.166, 0.1281, 0.1934, 0.2398, 0.2242, 0.178, 0.2089, 0.2438, 0.2151, 0.2063, 0.1612, 0.0667, 0.1023, 0.0555, 0.0414, 0.0847, 0.0814, 0.039, 0.0445, 0.0445, 0.0451, 0.0226, 0.0241, 0.0, 0.0, 0.0343, 0.084, 0.0396, 0.065, 0.0988, 0.0354, 0.0677, 0.1385, 0.1802, 0.1248, 0.1432, 0.1432, 0.0545, 0.0781, 0.0594, 0.0734, 0.0568, 0.0634, 0.0428, -0.0577, -0.0147, -0.0811, -0.123, -0.1504, -0.2959, -0.112, -0.0889, -0.1247, -0.1703, -0.1905, -0.1189, -0.1189, -0.1532, -0.176, -0.1481, -0.1375, -0.1859, -0.1799, -0.1073, -0.1221, -0.1477, -0.0941, -0.1268, -0.0363, -0.0799, -0.1212, -0.0856, -0.0888, -0.0896, -0.0962, -0.0808, -0.0292, -0.011, -0.075, -0.0902, -0.1072, -0.0905, -0.1033, -0.0844, -0.1252, -0.1706, -0.2008, -0.1787, -0.192, -0.2114, -0.2114, -0.1597, -0.1858, -0.1556, -0.152, -0.1534, -0.1289, -0.0957, -0.0553, -0.0198, 0.0959, 0.1241, 0.0791, 0.1804, 0.135, 0.1255, 0.1135, 0.0906, 0.0411, 0.0888, 0.166, 0.2096, 0.23, 0.2295, 0.1835, 0.2346, 0.2895, 0.2137, 0.1716, 0.2305, 0.1676, 0.0966, 0.0834, 0.0912, 0.0849, 0.0523, 0.0523, 0.0525, 0.0148, -0.002, 0.047, -0.0143, -0.1044, -0.1672, -0.1486, -0.2074, -0.1629, -0.2299, -0.2409, -0.2093, -0.1841, -0.137, -0.1918, -0.2329, -0.2594, -0.2594, -0.2796, -0.3166, -0.3805, -0.4384]}
{"unit_id": "orig:2056641183703585005", "ticker_idx": 0, "ts": "2026-05-19T07:40:43+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 is one of the few US-headquartered LiDAR companies positioned as a qualified supplier across infrastructure sensing, smart city systems, and autonomous vehicles - the exact end markets this legislation is written to protect. This is a massive opportunity to quickly gain meaningful market share from the chinese competitors.", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST: BUILD America 250 Act + SAFE LiDAR Act ban Chinese LiDAR from DOT procurement, positioning OUST as a key qualified US supplier to capture share from Hesai/Robosense.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST fell 14% yesterday. Section 6009 of the BUILD America 250 Act was announced the same day. This is a big moment for the $OUST thesis.\n\nonly a few people are discussing the importance of this act, so saving this could be useful alpha 👇\n\nHere's why this act is so important for any $OUST bull: \n\nThe BUILD America 250 Act is a bipartisan, five-year surface transportation reauthorization - Chairman Graves (R-MO) and Ranking Member Larsen (D-WA) released the text on Saturday. \n\nSection 6009 prohibits the Department of Transportation from procuring or awarding funding for any LiDAR technology produced or provided by a covered company - using the same definitions established under Section 164 of the FY25 NDAA, which already banned Chinese LiDAR from DoD procurement. \n\nBUILD America 250 applies that same statutory framework to DOT. The effective date is one year after enactment.\n\nThe companies that fall under that definition aren't marginal players. Hesai has held the top position in global LiDAR market share for four consecutive years - 33% of the market by revenue in 2024, per Yole Group. Robosense holds 24%. The prohibition targets the dominant global supply chain.\n\nThis is the Huawei telecoms playbook, run again. National security designation. Procurement ban across defence and civilian infrastructure. Supply chain realignment toward qualified domestic suppliers. The DoD half of that playbook already passed. BUILD America 250 is the civilian infrastructure extension.\n\n$OUST is one of the few US-headquartered LiDAR companies positioned as a qualified supplier across infrastructure sensing, smart city systems, and autonomous vehicles - the exact end markets this legislation is written to protect.\n\nThis follows my thesis of trying to buy US-based companies to win off of favourable national sovereignty concerns being pushed by President Trump. For $OUST, this is a massive opportunity to quickly gain meaningful market share from the chinese competitors.\n\nRemember, The SAFE LiDAR Act is also coming soon. It targets national security risks associated with autonomous and remote-sensing technologies. Aiming to restrict the use of Chinese-manufactured LiDAR in critical U.S. infrastructure due to data security and cybersecurity concerns. 🇨🇳 \n\n$OUST is American born and bred. 🇺🇸", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03432033921028199, "ret_signed_m1d": 0.03432033921028199, "alpha_spy_m1d": 0.027614887530116095, "alpha_c_m1d": 0.027855310971584002, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03869453406622925, "ret_signed_p1d": 0.03869453406622925, "alpha_spy_p1d": 0.028445539483665794, "alpha_c_p1d": 0.01618241208316684, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.4367429929163047, "ret_signed_p1w": 0.4367429929163047, "alpha_spy_p1w": 0.4137644653401533, "alpha_c_p1w": 0.3680521229950926, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.37012120328030607, "ret_signed_p1m": 0.37012120328030607, "alpha_spy_p1m": 0.36026743687008045, "alpha_c_p1m": 0.2976206113456963, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37012120328030607, "alpha_spy_stated": 0.36026743687008045, "alpha_c_stated": 0.2976206113456963, "price_path": [-0.358, -0.3735, -0.3923, -0.3725, -0.3338, -0.3395, -0.3624, -0.3186, -0.2692, -0.247, -0.2873, -0.318, -0.3085, -0.2473, -0.1672, -0.2409, -0.2776, -0.2833, -0.2803, -0.3022, -0.2914, -0.3254, -0.2873, -0.3079, -0.3197, -0.3503, -0.4058, -0.4404, -0.3819, -0.3735, -0.3442, -0.3442, -0.3503, -0.3496, -0.3183, -0.326, -0.3038, -0.2638, -0.212, -0.1777, -0.1867, -0.1837, -0.0868, -0.071, -0.0659, -0.1114, -0.0505, -0.0942, -0.1208, -0.1406, -0.0929, -0.11, -0.0528, -0.0377, -0.0109, -0.1753, -0.1521, -0.0983, -0.0882, 0.1497, 0.1729, 0.1729, 0.0343, 0.0, 0.0387, 0.1807, 0.246, 0.246, 0.4367, 0.4882, 0.4243, 0.5495, 0.5118, 0.5488, 0.4791, 0.5845, 0.3351, 0.3755, 0.2961, 0.2917, 0.3328, 0.3392, 0.5202, 0.4378, 0.3701, 0.567, 0.567, 0.6043, 0.5195, 0.3698, 0.4071, 0.4139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059224681081610261", "ticker_idx": 0, "ts": "2026-05-26T10:46:37+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 have a feeling this buy at $23.90 will go down as one of my best buys. Still under $3 billion market cap for a company that has complete domestic control of LiDAR technology.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long OUST from $23.90; bullish on domestic LiDAR monopoly, NVDA/NASA wins, 49% revenue growth, and pending SAFE LiDAR/BUILD AMERICA tailwinds.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST at $40. Still under $3 billion market cap for a company that has complete domestic control of LiDAR technology.\n\nREV8 on $NVDA DRIVE Hyperion. NASA Astrolab. 49% YoY revenue growth. \n\nMoat about to be secured by the passing of the SAFE LiDAR act and the BUILD AMERICA 250 bill.\n\nI have a feeling this buy at $23.90 will go down as one of my best buys.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST hit $40 pre-market.\n\nRemember after earnings when the stock dropped? I said this is one of those stocks where you don’t focus on the quarterly moves.\n\nThis is a long term stock. https://t.co/YLtgBxnTdU", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2022780986640290196", "ticker_idx": 0, "ts": "2026-02-14T21:12:23+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Unlimited potential, sky is the limit. Please share with others to spread the word about $ONDS", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish ONDS as asymmetric play on drone/counter-UAS defense boom, citing $1B raise, Blue UAS approval, $170-180M 2026 guidance, and multi-domain contract pipeline.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "THE ULTIMATE $ONDS INVESTMENT REPORT\n\n$ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand, here's all you need to know.\n\n1. The Business Model: How They Make Money\n\nOndas operates two segments, with one driving nearly all revenue. Ondas Autonomous Systems (OAS) generated 99% of Q3 2025's $10.1 million revenue, selling autonomous drones, counter-drone systems, and ground robotics to defense and government customers. \n\nThe flagship products include the Iron Drone Raider - an AI-powered counter-UAS system using computer vision and net-based capture - and the Optimus System - a fully autonomous \"drone-in-a-box\" platform operating 24/7 without human intervention.\n\nThe revenue model is straightforward: large hardware purchase orders ranging from $3.4M to $14.3M per contract. \n\nRecent acquisitions expanded the portfolio to include Roboteam (tactical ground robots), Sentrycs (counter-drone detection), and Rotron Aero (long-range UAVs).\n\nOndas Networks - the legacy business - contributes minimal revenue. \n\nThis segment developed the FullMAX Software Defined Radio platform based on IEEE 802.16t standard for mission-critical IoT applications in rail, utilities, and oil/gas.\n\n While Ondas holds valuable patents underlying the standard, adoption has lagged expectations.\n\nOndas grew from $7.19M in full-year 2024 revenue to $10.1M in Q3 2025 alone - 582% year-over-year quarterly growth. Management raised 2026 guidance to $170-180M, representing potential 265% annual growth. \n\nThis isn't incremental improvement; it's a hockey-stick inflection driven by defense contracts landing as drone warfare proved critical in Ukraine and Middle East conflicts. \n\nThe company won a strategic government border-protection tender in December 2025 involving thousands of drones across multiple years - potentially a $100M+ program that could define revenue through 2027-2028.\n\n2. The Industry & Moat\n\nTop 3 Competitors\n\nAeroVironment ( $AVAV) dominates with $11.7-18.9B market cap. \n\nThe company posted Q2 FY2026 revenue of $472.5M (+151% YoY) versus Ondas's $10M quarterly figure. \n\nAeroVironment's Switchblade loitering munitions gained combat validation in Ukraine and deploy across 55+ countries. \n\nThe company is profitable with 10% EBITDA margins and trades at 6-10x EV/sales - completely opposite Ondas's cash-burning growth profile. Key advantage: massive scale, profitability, and proven combat systems.\n\nSkydio - private but widely regarded as the American AI autonomy leader - competes on technology rather than scale. \n\nFounded by MIT engineers in 2014, Skydio's defining edge is proprietary autonomous navigation AI with 360-degree obstacle avoidance and GPS-denied flight capability. \n\nBlue UAS approved and NDAA-compliant, Skydio serves defense, law enforcement, and critical infrastructure customers. Key advantage: superior AI autonomy software and broader commercial adoption.\n\nAnduril Industries brings Silicon Valley disruption to defense. Founded by Palmer Luckey in 2017, Anduril achieved $8.7B valuation with products including Ghost drones, Anvil counter-UAS, and Lattice AI platform. \n\nMajor contracts with CBP, DHS, and DoD demonstrate early government traction. Rumored IPO in 2025-2026 could dominate defense tech mindshare. Key advantage: deep AI/autonomy expertise, larger scale, and defense-first DNA with substantial venture backing.\n\nOndas's Technological Advantages\n\n1. Ondas's wireless IP forms the core of the global standard for mission-critical IoT in licensed spectrum. The platform provides 1,000x greater coverage than WiFi/LTE with superior spectral efficiency for upstream data collection. \n\nAs IEEE 802.16t gains adoption, Ondas benefits through equipment sales, licensing fees, and royalties. The standards-based position creates vendor lock-in potential, though market validation remains limited.\n\n2. 44 patents globally (15 granted, 75% active) split between Networks (14 patents, expire 2029-2044) and OAS (28 patents, expire 2034-2048). \n\nWhile modest versus defense giants, strategic positioning in standards and autonomous systems creates defensibility.\n\n3. Fully autonomous counter-UAS interception without GPS or RF jamming requirements - critical for contested environments. \n\nAI-driven computer vision enables target locking with net-based capture minimizing collateral damage. Multiple military and homeland security orders totaling $20M+ across 2024-2025 validate operational readiness.\n\n4. Optimus Regulatory Moats: First-ever FAA Type Certification for fully automated BVLOS operation without on-site operators. \n\nOn January 28, 2026, gained DCMA Blue UAS Cleared List approval - the DoD's authoritative directory of approved, NDAA-compliant systems. \n\nThese regulatory clearances create genuine barriers requiring competitors to spend years navigating approval processes. \n\nBlue UAS status enables federal agencies to rapidly procure without lengthy independent evaluations, reducing procurement timelines from 12-24 months to 3-6 months.\n\nCompetitive Gaps\nOndas lacks AeroVironment's combat validation and 47x production scale advantage. \n\nSkydio likely maintains superior AI autonomy software given its MIT robotics lab origins versus Ondas's wireless communications heritage. \n\nIntegration risk haunts Ondas's strategy of acquiring 8+ companies in under two years - engineering teams must align on common architectures while sales learns cross-selling across countries and regulatory environments. \n\nFocused competitors may iterate faster despite smaller portfolios.\n\n3. The Catalyst: Recent Developments\n\nBlue UAS Approval (January 28, 2026)\n\nThe DCMA's addition of Optimus to the Blue UAS Cleared List transforms procurement timelines. U.S. agencies face mounting pressure to eliminate Chinese drones due to NDAA restrictions, creating sudden demand for American alternatives precisely when Ondas gained approval. \n\nThis reduces acquisition cycles by 9-18 months for agencies leveraging pre-approved platforms.\n\n$1 Billion Capital Raise (January 2026)\nOndas closed ~$1B registered direct offering on January 12, 2026, issuing 19M shares, 41.79M pre-funded warrants, and 121.58M common warrants at $28 strike (7-year expiry). \n\nNet proceeds of $959M combined with prior raises create ~$1.8B total cash versus just $11.3M debt. This eliminates existential funding risk and provides 24+ years of runway at current burn rates.\n\nHowever, shares outstanding increased from 105M (March 2025) to 260M (January 2026) - 147% dilution in 10 months. The 121.58M warrants at $28 strike create technical ceiling on near-term appreciation.\n\nAccelerating Revenue Guidance (January 2026)\n\nOAS Investor Day on January 16 delivered upward revisions: Q4 2025 raised to $27-29M (51% above prior target), full-year 2025 to $47.6-49.6M, and 2026 target increased to $170-180M - 25% upward revision representing 265% YoY growth. \n\nConsolidated backlog reached $40M, up from $10M at start of 2025, providing visibility through H1 2026.\n\nStrategic Acquisitions\n\n1. Roboteam (completed December 2025) added combat-proven tactical UGVs, completing multi-domain air-ground autonomy. \n\n2. Rotron Aero (announced February 2026) extends into long-range autonomous strike missions with VTOL platforms and advanced propulsion. \n\nThese acquisitions execute the system-of-systems strategy spanning detection, aerial ISR, aerial defense, aerial offense, and ground mobility.\n\nRecent Contract Wins\n1. $10M new autonomous systems orders (January 2026)\n2. $30M multi-year demining program in Israel (February 2026)\n3. Strategic Asia-Pacific defense contract (February 2026)\n4. Two $8.2M European airport counter-UAS orders (Q4 2025)\n5. Border protection tender: thousands of drones, multi-year, estimated $100M+ value\n\nUnlimited potential, sky is the limit.\n\nPlease share with others to spread the word about $ONDS. Thanks for reading!\n\nWhat's your PT?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2034240550333743499", "ticker_idx": 0, "ts": "2026-03-18T12:08:36+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is what a company looks like when it stops trying to be everything and becomes the best at one thing: putting AI compute into the most demanding environments on the planet. $OSS is the picks and shovels. And at 58.5% gross margin, the economics are starting to look very different from where they were 12 months ago.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish OSS post-Q4: record 58.5% gross margin, profitable, $65M+ defense contracts, refocused on rugged AI compute — economics structurally improving.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$OSS just reported Q4 earnings.\n\nRevenue: $12.0M (beat the $10M consensus by 20%)\nGross margin: 58.5% — a company record\nNet income: $2.0M — profitable from continuing operations\n\nBut here’s what matters more than the headline numbers.\n\nLast quarter, OSS segment gross margin was 45.6%. They just printed 58.5%.\n\nThat’s a 13-point jump in one quarter. \n\nAfter selling their lower-margin European distribution business (Bressner) and refocusing entirely on rugged AI compute for defense and edge applications.\n\nP-8A Poseidon lifetime contracts now exceed $65M. $10.5M in new Navy awards this quarter alone. New commercial robotics customer secured.\n\nThis is what a company looks like when it stops trying to be everything and becomes the best at one thing: putting AI compute into the most demanding environments on the planet.\n\nThe autonomous defense platforms being built right now — drones, ground robotics, counter-UAS, ISR systems — all need ruggedised edge compute to operate. $OSS is the picks and shovels.\n\nAnd at 58.5% gross margin, the economics are starting to look very different from where they were 12 months ago.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jNBO755a0B", "parent_author": null, "ret_m1d": -0.048932402307348855, "ret_signed_m1d": -0.048932402307348855, "alpha_spy_m1d": -0.06308350629717852, "alpha_c_m1d": -0.0603848715221994, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.011452469214850547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08629887305220074, "ret_signed_p1d": -0.08629887305220074, "alpha_spy_p1d": -0.08383449200888948, "alpha_c_p1d": -0.08970554303395661, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003406669981755872, "ret_p1w": -0.19217080884310644, "ret_signed_p1w": -0.19217080884310644, "alpha_spy_p1w": -0.18791303746178312, "alpha_c_p1w": -0.18470509479339225, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.007465714049714189, "ret_p1m": -0.1316725598197318, "ret_signed_p1m": -0.1316725598197318, "alpha_spy_p1m": -0.195392464383758, "alpha_c_p1m": -0.23495621670688516, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.10328365688715335, "ret_p3m": 0.532918139954933, "ret_signed_p3m": 0.532918139954933, "alpha_spy_p3m": 0.3885922416340053, "alpha_c_p3m": 0.14100418592380115, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.39191395403113183, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1316725598197318, "alpha_spy_stated": -0.195392464383758, "alpha_c_stated": -0.23495621670688516, "price_path": [-0.3461, -0.3541, -0.3407, -0.3568, -0.3568, -0.3603, -0.3665, -0.3639, -0.3612, -0.3612, -0.395, -0.3861, -0.427, -0.2998, -0.218, -0.282, -0.0703, 0.0053, 0.04, -0.0347, -0.0516, -0.0516, -0.0409, 0.0383, 0.0089, -0.0569, -0.0996, -0.0649, -0.0783, -0.0552, -0.1201, -0.1504, -0.1512, -0.2028, -0.2838, -0.1779, -0.1415, -0.153, -0.1593, -0.2393, -0.226, -0.226, -0.2633, -0.2571, -0.0623, -0.1352, -0.1931, -0.1815, -0.1948, -0.1877, -0.2656, -0.2327, -0.2625, -0.2536, -0.2456, -0.2518, -0.2082, -0.161, -0.1183, -0.097, -0.1032, -0.0916, -0.0489, 0.0, -0.0863, -0.2153, -0.1806, -0.1957, -0.1922, -0.2402, -0.3181, -0.3585, -0.3265, -0.3541, -0.3203, -0.3203, -0.3132, -0.3221, -0.2909, -0.3034, -0.306, -0.2117, -0.2206, -0.1254, -0.1317, -0.1174, -0.0996, -0.1165, -0.0747, -0.1299, -0.1361, -0.1148, -0.1753, -0.218, -0.1557, -0.1077, -0.1317, -0.1308, 0.3639, 0.3434, 0.395, 0.4164, 0.3835, 0.411, 0.5338, 0.4653, 0.4226, 0.371, 0.3959, 0.4689, 0.5863, 0.5863, 0.5516, 0.5623, 0.5934, 0.6174, 0.6868, 0.7749, 0.6922, 0.6815, 0.5027, 0.4671, 0.3977, 0.4021, 0.4982, 0.4813, 0.5329, 0.605, 0.6174, 0.6406, 0.6406, 0.6183, 0.5142, 0.4333, 0.4413, 0.4448, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2022686177300504969", "ticker_idx": 0, "ts": "2026-02-14T14:55:39+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is our focus ... from $7M revenue in 2024 to projected $175M in 2026, representing 2,400% expansion in just 2 years ... Management just raised 2026 guidance 25% upward after delivering 582% YoY quarterly growth", "tweet_type": "prediction", "timeline": "years", "summary": "Long ONDS on hypergrowth revenue ramp to $175M by 2026, fortress balance sheet, Blue UAS/FAA approvals, and $100M+ border contract backlog.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "New Investment thesis dropping today...\n\n$ONDS is our focus, a name I covered way back in November.\n\nWhy Ondas?\n\n1. Ondas is experiencing true hypergrowth - from $7M revenue in 2024 to projected $175M in 2026, representing 2,400% expansion in just 2 years. \n\nThe company raised $1.8B in cash with only $11M debt, providing a fortress balance sheet that eliminates the typical funding cliff facing pre-profitable growth companies. \n\n2. Blue UAS approval (January 2026) enabling rapid federal procurement, a strategic $100M+ multi-year border protection contract, and $40M revenue backlog providing 2026 visibility. \n\nManagement just raised 2026 guidance 25% upward after delivering 582% YoY quarterly growth, validating the revenue inflection is real.\n\n3. Ondas assembled the only integrated autonomous warfare toolkit combining aerial ISR (Optimus), counter-UAS defense (Iron Drone Raider), offensive strike drones (Rotron), tactical ground robots (Roboteam), and mission-critical communications (FullMAX).\n\nNo competitor offers this breadth - AeroVironment focuses on tactical air, Skydio on autonomy software, Anduril on AI platforms. \n\nOndas holds first-ever FAA Type Certification for fully automated BVLOS operations and DCMA Blue UAS status, creating 12-24 month regulatory barriers competitors must overcome. \n\nThe company's IP forms the core of IEEE 802.16t industrial wireless standard, positioning for potential licensing revenue as adoption scales.\n\nTurn notifications on to get it when it drops!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:1995518009864319338", "ticker_idx": 0, "ts": "2025-12-01T15:39:03+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS won't stay at this price for much longer", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ONDS; current price is a buying opportunity that won't last.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ATOM_COSMOS Fortunately * more chances to buy. $ONDS won’t stay at this price for much longer", "reply_text": null, "parent_text": "@shabamlo And unfortunately another red day.", "quoted_text": null, "parent_author": "UwWtWaR", "ret_m1d": 0.04221638191058452, "ret_signed_m1d": 0.04221638191058452, "alpha_spy_m1d": 0.037629972493437025, "alpha_c_m1d": 0.037629972493437025, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.004586409417147497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06464376992745291, "ret_signed_p1d": 0.06464376992745291, "alpha_spy_p1d": 0.06279149305625298, "alpha_c_p1d": 0.06279149305625298, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.0018522768711999316, "ret_p1w": 0.1899736871439921, "ret_signed_p1w": 0.1899736871439921, "alpha_spy_p1w": 0.1850344630847114, "alpha_c_p1w": 0.1850344630847114, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.004939224059280711, "ret_p1m": 0.1860158128765157, "ret_signed_p1m": 0.1860158128765157, "alpha_spy_p1m": 0.17312387538767116, "alpha_c_p1m": 0.17312387538767116, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.01289193748884454, "ret_p3m": 0.378627957050937, "ret_signed_p3m": 0.378627957050937, "alpha_spy_p3m": 0.3623597643674623, "alpha_c_p3m": 0.3623597643674623, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.01626819268347468, "ret_p6m": 0.28891827916890933, "ret_signed_p6m": 0.28891827916890933, "alpha_spy_p6m": 0.17926493583855807, "alpha_c_p6m": 0.17926493583855807, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.10965334333035126, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1860158128765157, "alpha_spy_stated": 0.17312387538767116, "alpha_c_stated": 0.17312387538767116, "price_path": [-0.3364, -0.2968, -0.2573, -0.2005, -0.281, -0.2665, -0.153, -0.1346, -0.1583, -0.1966, -0.1953, -0.1293, -0.1135, -0.0422, 0.0396, -0.0303, 0.0224, 0.0106, 0.0383, 0.0185, -0.0356, 0.215, 0.3074, 0.4063, 0.4631, 0.4855, 0.3839, 0.2164, 0.4261, 0.3734, 0.2546, 0.0818, 0.004, 0.0251, -0.0515, -0.1108, -0.0686, -0.0158, -0.0066, -0.1042, -0.1095, -0.1702, -0.1504, -0.1887, -0.2137, -0.2084, -0.3074, -0.2335, -0.2243, -0.2348, -0.2731, -0.1346, -0.0528, -0.1748, 0.0343, -0.0106, -0.1728, -0.1115, 0.1504, 0.1135, 0.0871, 0.0871, 0.0422, 0.0, 0.0646, 0.1768, 0.2124, 0.1966, 0.19, 0.2177, 0.0983, 0.19, 0.1544, 0.0145, 0.0673, -0.0277, 0.029, 0.2164, 0.223, 0.1821, 0.2045, 0.2045, 0.1187, 0.1161, 0.186, 0.2876, 0.2876, 0.4538, 0.653, 0.6939, 0.6069, 0.8483, 0.8061, 0.7401, 0.8325, 0.7889, 0.6913, 0.6042, 0.6042, 0.7322, 0.6557, 0.6649, 0.6055, 0.4723, 0.6174, 0.6187, 0.4868, 0.3668, 0.4037, 0.5013, 0.277, 0.1187, 0.2784, 0.3641, 0.277, 0.2177, 0.1834, 0.2282, 0.2282, 0.3259, 0.4604, 0.5026, 0.3232, 0.3443, 0.372, 0.3588, 0.3786, 0.3298, 0.4077, 0.3219, 0.3865, 0.3839, 0.2968, 0.2823, 0.3206, 0.2968, 0.3628, 0.3404, 0.3892, 0.4881, 0.4288, 0.4182, 0.3272, 0.438, 0.409, 0.3602, 0.2454, 0.1609, 0.0752, 0.1926, 0.1623, 0.2665, 0.2665, 0.2559, 0.2573, 0.2467, 0.2058, 0.2045, 0.2493, 0.2401, 0.3232, 0.3456, 0.3193, 0.4156, 0.434, 0.4591, 0.3905, 0.3918, 0.4446, 0.3826, 0.252, 0.3245, 0.3615, 0.2836, 0.2309, 0.2322, 0.1728, 0.1953, 0.2427, 0.1926, 0.1689, 0.4789, 0.4011, 0.2797, 0.2038, 0.2348, 0.2111, 0.1953, 0.1953, 0.2889]}
{"unit_id": "quote:2058620794469794140", "ticker_idx": 0, "ts": "2026-05-24T18:46:59+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wait until these big accounts fully work out how important $OUST is to the next level of AI capex spend: physical robotics. A strategic partner of $NVDA. Jensen said physical robotics is the next key focus... $OUST produces the only 3D colour LiDAR technology. We're so early.", "tweet_type": "analysis", "timeline": "months", "summary": "Strongly bullish OUST as sole 3D colour LiDAR player, NVDA strategic partner, and beneficiary of US LiDAR legislation banning Chinese competitors.", "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": "Wait until these big accounts fully work out how important $OUST is to the next level of AI capex spend: physical robotics.\n\nA strategic partner of $NVDA. Jensen said physical robotics is the next key focus - and it’s generating $9 billion in annual revenie. $OUST produces the only 3D colour LiDAR technology. Now being integrated with NASA technology.\n\nAnd both the SAFE LiDAR Act and the BUILD AMERICA 250 Bill are coming through to ban Chinese LiDAR from federal and domestic procurement.\n\nWe’re so early.", "reply_text": null, "parent_text": null, "quoted_text": "AI capex spend is expected to go to \"$3 to $4 trillion annually\" by 2030 from $NVDA Jensen Huang projections. \n\nYou're not bullish enough. \n\nAnd it might be a good idea to stay exposed + own the keys of the AI Kingdom:\n\n-> $AXTI controls the materials buildout with photonics.\n-> https://t.co/IBg13ThOjF", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056343183877906445", "ticker_idx": 0, "ts": "2026-05-18T11:56:34+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix is the dominant AI memory play. It's just Korean-listed.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Hynix as dominant AI memory play with 62% HBM share at 7× forward earnings; MU also cited as HBM demand play.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Leopold added $MU to play HBM demand.\n\nThe company with 62% HBM market share - 3× Micron’s position - trades at 7× forward earnings and doesn’t show up in any 13F.\n\nSK Hynix is the dominant AI memory play. It’s just Korean-listed.\n\n$MU $000660", "reply_text": null, "parent_text": null, "quoted_text": "LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT\n\nNew positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.\n\nAdded to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV.\n\nTrimmed $SEI, $CORZ and $BE, while exiting https://t.co/RkUzR2Fnb3", "parent_author": null, "ret_m1d": 0.05444126546659023, "ret_signed_m1d": 0.05444126546659023, "alpha_spy_m1d": 0.05373726087506858, "alpha_c_m1d": 0.035801939606942224, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.0066607880874933745, "alpha_c_p1d": 0.0040280344222384246, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.1759312051169586, "ret_signed_p1w": 0.1759312051169586, "alpha_spy_p1w": 0.16646798500757853, "alpha_c_p1w": 0.12070922682726404, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.44494072289736697, "ret_signed_p1m": 0.44494072289736697, "alpha_spy_p1m": 0.42912804080721734, "alpha_c_p1m": 0.31706605194086523, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.44494072289736697, "alpha_spy_stated": 0.42912804080721734, "alpha_c_stated": 0.31706605194086523, "price_path": [-0.4886, -0.4572, -0.456, -0.4251, -0.4177, -0.3702, -0.392, -0.392, -0.4619, -0.5135, -0.4607, -0.4705, -0.5209, -0.4625, -0.4527, -0.467, -0.4785, -0.4418, -0.4441, -0.3948, -0.4195, -0.4229, -0.4653, -0.435, -0.4298, -0.4653, -0.4653, -0.4997, -0.5375, -0.486, -0.5244, -0.498, -0.4923, -0.4751, -0.408, -0.4281, -0.4115, -0.404, -0.3679, -0.349, -0.3381, -0.3536, -0.3318, -0.2986, -0.2991, -0.298, -0.2997, -0.2596, -0.255, -0.259, -0.263, -0.263, -0.1708, -0.1708, -0.0825, -0.0521, -0.0338, 0.0774, 0.0516, 0.1324, 0.1289, 0.0424, 0.0544, 0.0, 0.0, 0.1117, 0.1123, 0.1123, 0.1759, 0.2854, 0.312, 0.3372, 0.3544, 0.3527, 0.3527, 0.3171, 0.1864, 0.0953, 0.2696, 0.1738, 0.2042, 0.2323, 0.3114, 0.3653, 0.4449, 0.5389, 0.5842, 0.6731, 0.4644, 0.5023, 0.6719, 0.5321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056343183877906445", "ticker_idx": 1, "ts": "2026-05-18T11:56:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Leopold added $MU to play HBM demand.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Hynix as dominant AI memory play with 62% HBM share at 7× forward earnings; MU also cited as HBM demand play.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Leopold added $MU to play HBM demand.\n\nThe company with 62% HBM market share - 3× Micron’s position - trades at 7× forward earnings and doesn’t show up in any 13F.\n\nSK Hynix is the dominant AI memory play. It’s just Korean-listed.\n\n$MU $000660", "reply_text": null, "parent_text": null, "quoted_text": "LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT\n\nNew positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.\n\nAdded to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV.\n\nTrimmed $SEI, $CORZ and $BE, while exiting https://t.co/RkUzR2Fnb3", "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49772580138310185, "alpha_spy_stated": 0.4819131192929522, "alpha_c_stated": 0.3698511304266001, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5384, 0.7806, 0.6614, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049050163713315028", "ticker_idx": 0, "ts": "2026-04-28T08:56:43+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The world's dominant HBM supplier. Q1 revenue tripled year-over-year, surpassing 50 trillion won for the first time. Every Nvidia AI chip runs on their memory. 2026 capacity: fully booked.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Three Korean stocks on radar: SK Hynix (HBM dominance), KC Tech (CMP equipment), and Philoptics (laser/OLED/EV equipment) as plays on Korea's outperforming market.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "🇰🇷 Interactive Brokers just opened direct access to Korean stocks for Western investors.\n\nHere are 3 names on my radar:\n\n000660 — SK Hynix\n\nThe world’s dominant HBM supplier. Q1 revenue tripled year-over-year, surpassing 50 trillion won for the first time.  Just announced a $13B investment in a new HBM packaging plant — construction started this month.  Every Nvidia AI chip runs on their memory. 2026 capacity: fully booked.\n\n281820 — KC Tech\n\nKorea’s only domestic developer and mass producer of CMP equipment — the process that planarises every advanced chip. Over 50% domestic market share. Supplies Samsung and SK Hynix directly. As HBM demand explodes, KC Tech sits in the critical path of every wafer that ships.\n\n161580 — Philoptics\n\nOLED display laser processing equipment, plus semiconductor wafer bonding and EV battery manufacturing.  Multi-sector exposure in a single KOSDAQ name. Up ~95% over the last year.  Every folding Samsung display passes through laser systems like these.\n\nKorea was the top performer in emerging markets in 2025, up 70%+ in USD terms. \n\nI hope to learn more from the Korean community on X also - feel free to drop a follow and discuss!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005413704591573643, "ret_signed_m1d": 0.005413704591573643, "alpha_spy_m1d": 0.0005239186639425242, "alpha_c_m1d": -0.025224960281600595, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.030638664873174237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005413801282136199, "ret_signed_p1d": -0.005413801282136199, "alpha_spy_p1d": -0.005259291957150247, "alpha_c_p1d": -0.022453347021817893, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": 0.017039545739681694, "ret_p1w": 0.2382057093649934, "ret_signed_p1w": 0.2382057093649934, "alpha_spy_p1w": 0.22123195290711406, "alpha_c_p1w": 0.17411904269708423, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.06408666666790919, "ret_p1m": 0.7705975795838265, "ret_signed_p1m": 0.7705975795838265, "alpha_spy_p1m": 0.716121563953708, "alpha_c_p1m": 0.5582851055724762, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.21231247401135023, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7705975795838265, "alpha_spy_stated": 0.716121563953708, "alpha_c_stated": 0.5582851055724762, "price_path": [-0.2983, -0.3593, -0.2998, -0.3052, -0.35, -0.3523, -0.3153, -0.3238, -0.3361, -0.3145, -0.3207, -0.3207, -0.3207, -0.3207, -0.3099, -0.2674, -0.2659, -0.2242, -0.2141, -0.15, -0.1794, -0.1794, -0.2738, -0.3434, -0.2722, -0.2854, -0.3534, -0.2746, -0.2614, -0.2807, -0.2962, -0.2467, -0.2498, -0.1833, -0.2166, -0.2212, -0.2784, -0.2374, -0.2305, -0.2784, -0.2784, -0.3248, -0.3759, -0.3063, -0.3581, -0.3225, -0.3148, -0.2916, -0.2011, -0.2282, -0.2057, -0.1957, -0.1469, -0.1214, -0.1067, -0.1276, -0.0982, -0.0534, -0.0541, -0.0526, -0.0549, -0.0008, 0.0054, 0.0, -0.0054, -0.0054, 0.1191, 0.1191, 0.2382, 0.2792, 0.3039, 0.454, 0.4192, 0.5282, 0.5236, 0.4068, 0.423, 0.3496, 0.3496, 0.5004, 0.5012, 0.5012, 0.587, 0.7347, 0.7706, 0.8046, 0.8278, 0.8255, 0.8255, 0.7776, 0.6012, 0.4782, 0.7134, 0.5842, 0.6252, 0.6631, 0.7698, 0.8425, 0.9501, 1.0769, 1.138, 1.2579, 0.9764, 1.0274, 1.2564, 1.0676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049050163713315028", "ticker_idx": 2, "ts": "2026-04-28T08:56:43+00:00", "symbol": "Philoptics", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Multi-sector exposure in a single KOSDAQ name. Every folding Samsung display passes through laser systems like these.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Three Korean stocks on radar: SK Hynix (HBM dominance), KC Tech (CMP equipment), and Philoptics (laser/OLED/EV equipment) as plays on Korea's outperforming market.", "resolved_tickers": ["087010.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "Philoptics KOSDAQ 087010; laser systems for Samsung display", "bench_c": "EWY", "bench_c_reason": "country_fallback (suffix='KQ')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🇰🇷 Interactive Brokers just opened direct access to Korean stocks for Western investors.\n\nHere are 3 names on my radar:\n\n000660 — SK Hynix\n\nThe world’s dominant HBM supplier. Q1 revenue tripled year-over-year, surpassing 50 trillion won for the first time.  Just announced a $13B investment in a new HBM packaging plant — construction started this month.  Every Nvidia AI chip runs on their memory. 2026 capacity: fully booked.\n\n281820 — KC Tech\n\nKorea’s only domestic developer and mass producer of CMP equipment — the process that planarises every advanced chip. Over 50% domestic market share. Supplies Samsung and SK Hynix directly. As HBM demand explodes, KC Tech sits in the critical path of every wafer that ships.\n\n161580 — Philoptics\n\nOLED display laser processing equipment, plus semiconductor wafer bonding and EV battery manufacturing.  Multi-sector exposure in a single KOSDAQ name. Up ~95% over the last year.  Every folding Samsung display passes through laser systems like these.\n\nKorea was the top performer in emerging markets in 2025, up 70%+ in USD terms. \n\nI hope to learn more from the Korean community on X also - feel free to drop a follow and discuss!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0018518518518517713, "ret_signed_m1d": 0.0018518518518517713, "alpha_spy_m1d": -0.003037934075779347, "alpha_c_m1d": -0.013436097134348568, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.01528794898620034, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03518518518518521, "ret_signed_p1d": -0.03518518518518521, "alpha_spy_p1d": -0.035030675860199256, "alpha_c_p1d": -0.03252930375557783, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.0026558814296073763, "ret_p1w": -0.0018518518518518823, "ret_signed_p1w": -0.0018518518518518823, "alpha_spy_p1w": -0.018825608309731234, "alpha_c_p1w": -0.1255805990673723, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.12372874721552041, "ret_p1m": 0.18518518518518512, "ret_signed_p1m": 0.18518518518518512, "alpha_spy_p1m": 0.13070916955506662, "alpha_c_p1m": -0.0993260511830234, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.2845112363682085, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18518518518518512, "alpha_spy_stated": 0.13070916955506662, "alpha_c_stated": -0.0993260511830234, "price_path": [0.1315, 0.063, 0.0741, 0.0667, 0.0148, -0.0833, -0.013, -0.0537, -0.0759, -0.0796, -0.0963, -0.0963, -0.0963, -0.0963, 0.037, 0.0204, 0.0074, 0.0056, 0.0426, 0.0611, 0.0556, 0.0556, -0.0426, -0.1852, -0.0352, -0.0259, 0.0556, 0.0704, 0.1185, 0.0722, 0.1037, 0.1722, 0.1519, 0.2148, 0.1759, 0.2815, 0.2815, 0.2111, 0.1722, 0.0741, 0.1222, 0.1019, 0.087, 0.1519, 0.0444, 0.0204, 0.0074, 0.0296, 0.0519, 0.0148, -0.0093, -0.037, -0.037, -0.0259, -0.0074, -0.0222, -0.0315, -0.0574, -0.063, -0.063, 0.0315, 0.0481, 0.0019, 0.0, -0.0352, -0.0352, -0.0093, -0.0093, -0.0019, -0.0463, -0.0481, 0.0241, 0.0611, -0.013, -0.013, -0.0389, -0.1148, -0.0907, -0.1333, -0.1148, -0.05, -0.05, 0.0019, 0.0648, 0.1852, 0.1148, 0.0315, 0.0019, 0.0019, -0.013, -0.0611, -0.1463, -0.0926, -0.1037, -0.1204, -0.1481, -0.1426, -0.1389, -0.113, -0.1981, -0.2426, -0.2407, -0.3019, -0.2, -0.3333, -0.3815, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2022301984385352042", "ticker_idx": 0, "ts": "2026-02-13T13:29:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Analyst target: $19. The autonomous defence thesis is accelerating.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ONDS on accelerating autonomous defence thesis: Rotron acquisition, NATO footprint, $959M raise, major contracts, analyst PT $19.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers.\n\nWhy this matters for the autonomous defence thesis:\n\n🇬🇧 NATO footprint - Ondas now has UK defence manufacturing capability\n🎯 Autonomous strike platforms- the exact category every Western military is scaling right now\n\n📋 Adds to a run of catalysts:\n\nIn the last 6 weeks:\n• $959M capital raise at 17.5% premium ($16.45/share)\n• $30M Israel demining contract (largest ever in the country)\n• Asia-Pacific government defence deal via Airobotics\n• DoW Blue List approval for Optimus drone\n• And now: Rotron acquisition for UK/NATO expansion\n\nAnalyst target: $19. The autonomous defence thesis is accelerating.\n\n$ONDS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036519885850003986, "ret_signed_m1d": -0.036519885850003986, "alpha_spy_m1d": -0.03581588271646097, "alpha_c_m1d": -0.03581588271646097, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.0007040031335430186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.07733612039774052, "ret_signed_p1w": 0.07733612039774052, "alpha_spy_p1w": 0.06607090022260564, "alpha_c_p1w": 0.06607090022260564, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.011265220175134871, "ret_p1m": 0.13104181078057575, "ret_signed_p1m": 0.13104181078057575, "alpha_spy_p1m": 0.14969960387565684, "alpha_c_p1m": 0.14969960387565684, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.018657793095081088, "ret_p3m": -0.04833520329293173, "ret_signed_p3m": -0.04833520329293173, "alpha_spy_p3m": -0.14013902996667615, "alpha_c_p3m": -0.14013902996667615, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.09180382667374443, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13104181078057575, "alpha_spy_stated": 0.14969960387565684, "alpha_c_stated": 0.14969960387565684, "price_path": [-0.1579, -0.1944, -0.3265, -0.2766, -0.0634, -0.0934, -0.1149, -0.1149, -0.1515, -0.1858, -0.1332, -0.0419, -0.0129, -0.0258, -0.0311, -0.0086, -0.1058, -0.0311, -0.0602, -0.174, -0.131, -0.2084, -0.1622, -0.0097, -0.0043, -0.0376, -0.0193, -0.0193, -0.0892, -0.0913, -0.0344, 0.0483, 0.0483, 0.1837, 0.3459, 0.3792, 0.3083, 0.5048, 0.4705, 0.4168, 0.4919, 0.4565, 0.377, 0.3061, 0.3061, 0.4103, 0.348, 0.3555, 0.3072, 0.1987, 0.3169, 0.3179, 0.2105, 0.1128, 0.1429, 0.2223, 0.0397, -0.0892, 0.0408, 0.1106, 0.0397, -0.0086, -0.0365, 0.0, 0.0, 0.0795, 0.189, 0.2234, 0.0773, 0.0945, 0.1171, 0.1063, 0.1224, 0.0827, 0.1461, 0.0763, 0.1289, 0.1267, 0.0559, 0.044, 0.0752, 0.0559, 0.1096, 0.0913, 0.131, 0.2116, 0.1633, 0.1547, 0.0806, 0.1708, 0.1472, 0.1074, 0.014, -0.0548, -0.1246, -0.029, -0.0537, 0.0311, 0.0311, 0.0226, 0.0236, 0.015, -0.0183, -0.0193, 0.0172, 0.0097, 0.0773, 0.0956, 0.0741, 0.1525, 0.1676, 0.188, 0.1321, 0.1332, 0.1762, 0.1257, 0.0193, 0.0784, 0.1085, 0.0451, 0.0021, 0.0032, -0.0451, -0.0269, 0.0118, -0.029, -0.0483, 0.2041, 0.1407, 0.0419, -0.0199, 0.0054, -0.014, -0.0269, -0.0269, 0.0494, 0.16, 0.4232, 0.42, 0.4458, 0.4586, 0.247, 0.2857, 0.1203, 0.1063, 0.0365, 0.0, 0.0559, 0.0021, 0.0215, -0.0107, -0.0204, -0.0043, -0.0043, -0.0451, -0.0838, -0.1751, -0.1756, -0.159, null, null, null, null, null, null, null, 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:2064446892495229265", "ticker_idx": 0, "ts": "2026-06-09T20:37:49+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you don't get to apply traditional multiples to a single-source critical materials provider with a record $113.3M backlog and a government paying to scale your factory", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ELMT: single-source US molybdenum/tungsten producer with $4.3M gov grant, $113.3M backlog; traditional valuation multiples don't apply.", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$ELMT just received $4.3M from the U.S. government to expand molybdenum manufacturing for interceptor programs.\n\nThey’re the only U.S.-owned vertically integrated tungsten and molybdenum producer.\n\nThe government isn’t funding capacity expansion at suppliers with alternatives.\n\nThey have a big valuation but you don’t get to apply traditional multiples to a single-source critical materials provider with a record $113.3M backlog and a government paying to scale your factory.\n\nThey’re up 8% today.\n\n$ELMT", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/NSpMNbJCRW", "parent_author": null, "ret_m1d": 0.009687852847949818, "ret_signed_m1d": 0.009687852847949818, "alpha_spy_m1d": -0.0063302439666679255, "alpha_c_m1d": -0.025323397609493092, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.03501125045744291, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04574813697309099, "ret_signed_p1d": 0.04574813697309099, "alpha_spy_p1d": 0.028751289086343057, "alpha_c_p1d": 0.0133893564276506, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.03235878054544039, "ret_p1w": 0.002152901813325947, "ret_signed_p1w": 0.002152901813325947, "alpha_spy_p1w": -0.019255116336799993, "alpha_c_p1w": -0.056434857209331835, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.05858775902265778, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0361, -0.085, -0.1286, -0.1841, -0.1216, -0.12, -0.1577, -0.1728, -0.1895, -0.1577, -0.1738, -0.1545, -0.1615, -0.099, -0.1001, -0.1313, -0.1685, -0.2277, -0.2718, -0.2449, -0.211, -0.2088, -0.2088, -0.1577, -0.1625, -0.1281, -0.1776, 0.0199, 0.1889, 0.0673, 0.0388, -0.0759, -0.0657, 0.0097, 0.0, 0.0457, 0.1006, 0.1109, -0.0188, 0.0022, 0.0463, 0.0463, 0.0091, -0.007, -0.0253, 0.0054, 0.0205, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2024173918266020104", "ticker_idx": 0, "ts": "2026-02-18T17:27:24+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If Beck reaffirms mid-2026 with a confident update on tank replacement and engine qualification — bullish.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Comprehensive pre-earnings bull case for RKLB: $1.3B+ SDA backlog, record Electron cadence, vertical integration moat; key risk is Neutron timeline update on Feb 26 call.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "THE ULTIMATE $RKLB INVESTMENT REPORT\n\nPre-Earnings Analysis. 8 days to go. This is EVERYTHING you need to know!\n\nTHE BUSINESS MODEL ━━━━━━━━━━━━━━━━━━━━━━\nRocket Lab operates two segments: Launch Services and Space Systems. It has evolved from a pure-play small rocket launcher into a vertically integrated end-to-end space infrastructure company.\n\nLAUNCH SERVICES (~30% of Revenue)\nRocket Lab's launch business centres on Electron, the world's most frequently launched small orbital rocket.\n\n Electron delivers payloads of up to 300 kg to LEO at ~$8M per launch. In 2025, Rocket Lab completed a record 21 Electron launches with 100% mission success, bringing total career launches to 80.\n\nThe value proposition is dedicated launch — rather than forcing customers to wait months for a rideshare, Electron gives each customer their own rocket with precise orbital insertion on their preferred timeline. \n\nOver 90% of components are manufactured in-house.\n\nHASTE is a suborbital Electron variant used for hypersonic technology testing for U.S. national security programs, supporting initiatives like the \"Golden Dome\" missile defence programme.\n\nUnder development: Neutron, a medium-lift reusable rocket designed to deliver 13,000 kg to LEO (15,000 kg expendable), powered by nine Archimedes engines (oxidizer-rich staged combustion, LOX/methane). Neutron targets constellation deployment, national security, and deep-space missions — and is key to breaking SpaceX's near-monopoly in medium-lift.\n\nSPACE SYSTEMS (~70% of Revenue)\nThis is where the real money is today. The segment covers:\n— Satellite manufacturing: Full spacecraft build for government and commercial customers. The $816M SDA Tracking Layer Tranche 3 contract (18 satellites) is Rocket Lab's largest single award. \n— Components: Reaction wheels, star trackers, solar panels (SolAero), separation systems, satellite radios — many at 60-70% gross margins. \n— Payloads: Following the GEOST acquisition, Rocket Lab now produces electro-optical and infrared sensors for national security. \n— Spacecraft operations: Mission management software and ground station services. \n— Laser communications: Pending Mynaric acquisition adds optical comms capability and a European manufacturing base.\n\nFINANCIAL PERFORMANCE\nRevenue (9M 2025): $422M (+39% YoY) \nQ3 2025 revenue: $155M (+48% YoY) — beat estimates \nGAAP gross margin: 37% | Non-GAAP: 41.9% \nQ4 2025 guidance: $170-180M → ~$590-600M full year Backlog: ~$1.1B (+56% YoY); \n57% converts within 12 months \nTotal SDA contracts (inc. Dec 2025 award): >$1.3B Gross profit: ~doubled YoY ($79M → $140M through Q3)\n Loss per share: $(0.03) in Q3 vs. $(0.10) expected \nCash: >$1B (following $468.8M ATM equity offering)\n━━━━━━━━━━━━━━━━━━━━━━ 2. COMPETITIVE LANDSCAPE ━━━━━━━━━━━━━━━━━━━━━━\nROCKET LAB vs. SPACEX vs. FIREFLY\nRocket Lab (RKLB) — ~$37B market cap | ~$436M 2024 revenue | Electron (80 launches) | Neutron in dev | $1.3B+ SDA contracts SpaceX (private) — ~$350B+ valuation | ~$15B+ revenue | Falcon 9/Heavy + Starship | Starlink | NSSL/NASA contracts Firefly (FLY) — ~$9.8B at IPO (Aug 2025) | $61M 2024 revenue | Alpha (~1,000 kg, limited heritage) | Miranda in dev | ~$1.1B backlog\n\nSpaceX remains the dominant force. Falcon 9 has 300+ successful missions and proven reusability. Starlink generates recurring revenue — the exact model Rocket Lab aspires to replicate. \nStarship threatens to commoditise launch through sheer payload capacity. SpaceX being private limits investor access to the space economy thesis.\n\nFirefly IPO'd at $45, opened at $70, briefly hit ~$10B. Blue Ghost lander reached the moon in 2025. Revenue was just $61M in 2024, though it guided $250-300M for 2025. Miranda would compete directly with Neutron.\n\nRelativity Space is developing Terran R (reusable medium-lift, 3D-printed) but remains pre-revenue. Terran 1 was cancelled after a single partial launch.\n\nROCKET LAB'S MOAT\nVertical integration: 90%+ of rocket components and nearly every satellite subsystem manufactured in-house — solar arrays, reaction wheels, star trackers, radios, avionics, flight software. Eliminates supplier risk and accelerates timelines.\n\nFlight heritage: 80 successful Electron launches. Only SpaceX, ULA, and Rocket Lab have reached orbit more than once among U.S. commercial providers in recent years.\n\nPATENT & TECHNOLOGY PORTFOLIO\n— US11408373B1: Jettisonable battery systems for electric turbopumps \n— US11022073B1: Rocket engine turbopump with coolant passage (foundational to Rutherford)\n — US10527003B1: 3D-printed thrust chamber, injector, and turbopump \n— US9970740B2: Viscous Liquid Monopropellant (invented by Beck) \n— US11148830B2: Satellite deployer with composite guide rail\n\nThe Rutherford engine was the world's first electric-pump-fed orbital rocket engine — using brushless DC motors and LiPo batteries to drive pumps rather than gas generators or turbine turbopumps. No competitor has replicated this at orbital scale.\n\nArchimedes (Neutron's engine) uses oxidizer-rich staged combustion with extensive additive manufacturing: pump housings, preburner, main chamber, valve housings, and structural elements are all 3D-printed. \n\nNeutron's carbon composite structure is the largest ever built for a flight vehicle. The \"Hungry Hippo\" fairing — which opens and closes rather than being jettisoned — is a world first.\n━━━━━━━━━━━━━━━━━━━━━━ 3. NEAR-TERM CATALYSTS ━━━━━━━━━━━━━━━━━━━━━━\n$816M SDA CONTRACT (December 2025) \nRocket Lab's largest single award: design and manufacture of 18 satellites for SDA Tracking Layer Tranche 3, featuring advanced missile warning and tracking. \nCombined with the $515M Transport Layer contract, total SDA awards exceed $1.3B. This cements Rocket Lab as a credible prime contractor alongside Lockheed, Northrop, and L3Harris.\n\nNEUTRON SCHEDULE UPDATE — THE CRITICAL OVERHANG \nOn January 21, 2026, Rocket Lab disclosed a Stage 1 tank rupture during hydrostatic pressure testing. The company characterised it as normal qualification testing (structures pushed intentionally beyond flight limits), confirmed no significant facility damage, and stated the next tank is already in production. A formal Neutron schedule update will be given on the Feb 26 earnings call.\n\n🧠 This is the single most important item on the call. If Beck reaffirms mid-2026 with a confident update on tank replacement and engine qualification — bullish. \nIf he pushes to H2 2026 or 2027 — expect a sell-off. Neutron's timeline will dictate short-term stock direction.\n\nESCAPADE MARS MISSION (November 2025) \nRocket Lab-built twin spacecraft launched November 13, 2025 aboard Blue Origin New Glenn. \nThey'll orbit at Sun-Earth L2, perform trans-Mars injection in November 2026, and arrive at Mars in September 2027. \n\nDemonstrates interplanetary spacecraft capability at a fraction of traditional cost.\n\nRECORD ELECTRON CADENCE \n21 launches in 2025 (company record). 80th launch completed January 22, 2026. \n49 launches under contract. \nLong-term target: ~30 Electron launches per year.\n\nBACKLOG & MULTI-LAUNCH CONTRACTS Q3 2025: 17 dedicated launch contracts signed — strongest quarter ever, predominantly international (Japan, Korea, Europe). \n\nDeals include 7-mission iQPS agreement (SAR Earth-imaging) and a multi-launch Neutron contract with a confidential constellation operator for mid-2026 starts.\n\nM&A GEOST (electro-optical/IR sensors) closed. \nMynaric (laser comms) pending. \n$1B+ cash on hand — further acquisitions likely.\n\nANALYST CONSENSUS \nBofA: Buy, PT $120 (raised from $60)\n Goldman Sachs: Neutral, PT $69 \nMarketBeat consensus: Moderate Buy, PT $72.92\n\nSHARE with others to help my account please 🙏", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06087071876853656, "ret_signed_m1d": -0.06087071876853656, "alpha_spy_m1d": -0.05585826250671688, "alpha_c_m1d": -0.06109926610048755, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": 0.00022854733195099008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029024505714254634, "ret_signed_p1d": 0.029024505714254634, "alpha_spy_p1d": 0.031661850037804196, "alpha_c_p1d": 0.021597681390824297, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.007426824323430337, "ret_p1w": -0.0567052045758325, "ret_signed_p1w": -0.0567052045758325, "alpha_spy_p1w": -0.06670105964116435, "alpha_c_p1w": -0.05990451669042729, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.003199312114594788, "ret_p1m": -0.03345871976665249, "ret_signed_p1m": -0.03345871976665249, "alpha_spy_p1m": 0.005140134958215414, "alpha_c_p1m": 0.029269811134077228, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.06272853090072972, "ret_p3m": 0.7624295470198099, "ret_signed_p3m": 0.7624295470198099, "alpha_spy_p3m": 0.683195848522143, "alpha_c_p3m": 0.784197190624082, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": -0.02176764360427208, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03345871976665249, "alpha_spy_stated": 0.005140134958215414, "alpha_c_stated": 0.029269811134077228, "price_path": [-0.4585, -0.4296, -0.4276, -0.4366, -0.4366, -0.4338, -0.4575, -0.437, -0.3991, -0.3366, -0.3408, -0.3072, -0.282, -0.2271, -0.1463, -0.1737, -0.2554, -0.2544, -0.2749, -0.1948, -0.0524, 0.0421, 0.0371, 0.0371, 0.0371, -0.0507, -0.0578, -0.0533, -0.0626, -0.0626, 0.0211, 0.05, 0.156, 0.1298, 0.1164, 0.1402, 0.1811, 0.1634, 0.2335, 0.2196, 0.294, 0.294, 0.1981, 0.1801, 0.1822, 0.1946, 0.0814, 0.169, 0.1901, 0.1513, 0.0759, -0.0036, 0.092, -0.0176, -0.1088, -0.0282, 0.0191, -0.0321, -0.0645, -0.113, -0.0938, -0.0938, -0.0609, 0.0, 0.029, -0.0478, -0.0566, -0.0598, -0.0567, -0.0238, -0.0715, -0.0464, -0.0576, -0.0337, -0.0594, -0.0579, -0.0395, -0.0738, -0.0331, -0.0813, -0.0808, -0.0418, 0.056, -0.0664, -0.0335, -0.0966, -0.0863, -0.1122, -0.0207, -0.1139, -0.1813, -0.229, -0.1371, -0.1196, -0.0899, -0.0899, -0.0907, -0.1088, -0.0718, -0.1032, -0.0856, -0.0511, -0.0296, -0.011, 0.1144, 0.1395, 0.2021, 0.1642, 0.2099, 0.1368, 0.0707, 0.1058, 0.056, 0.0349, 0.1087, 0.059, 0.0791, 0.0583, 0.1375, 0.0559, 0.4172, 0.5769, 0.5797, 0.6682, 0.7811, 0.6766, 0.7624, 0.7107, 0.8044, 0.6857, 0.8242, 0.8242, 0.9242, 1.0187, 0.9891, 0.928, 0.6446, 0.6571, 0.5413, 0.6118, 0.4792, 0.5271, 0.4543, 0.4116, 0.5423, 0.3758, 0.468, 0.4059, 0.451, 0.441, 0.441, 0.3476, 0.2782, 0.1477, 0.0843, 0.136, null, null, null, null, null, null, null, null, null, null, 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:2065063740332974358", "ticker_idx": 0, "ts": "2026-06-11T13:28:57+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASST is one of the best entries right now. This is one of my favourite stocks for the next few years.", "tweet_type": "analysis", "timeline": "years", "summary": "Strong long ASST as best entry now on rapid BTC accumulation, 13% APY SATA, and highest amplification ratio; also long BTC back to new ATHs.", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "quote", "lang": "en", "tweet_text": "$ASST is one of the best entries right now.\n\nThis is one of my favourite stocks for the next few years. Why?\n\n> $SATA ( Strive’s preferred equity instrument) is paying 13% APY and DAILY dividends starting June 16\n> $SATA is accumulating $BTC at a rapid pace which the market is underpricing.\n> Excellent Management team\n> $BTC will be back making new ATH’s soon, $ASST has the highest amplification ratio of any treasury so will have the wildest moves to the upside.\n\nThe most under discussed small-cap on FinX.", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: Strive $ASST grew its #Bitcoin holdings 30.5% in one month, 3x faster than Strategy $MSTR's relative accumulation pace, according to our latest monthly report.\n\nRead the full report: https://t.co/fSUBplbDEn https://t.co/7ExQ2jFb77", "parent_author": null, "ret_m1d": -0.010288039733552079, "ret_signed_m1d": -0.010288039733552079, "alpha_spy_m1d": 0.006424743518496645, "alpha_c_m1d": -0.0028763568319436494, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.00741168290160843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.039094629479211385, "ret_signed_p1d": 0.039094629479211385, "alpha_spy_p1d": 0.033686381577682, "alpha_c_p1d": 0.025411606525255648, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.013683022953955737, "ret_p1w": 0.01851855001210745, "ret_signed_p1w": 0.01851855001210745, "alpha_spy_p1w": 0.0037390138321531374, "alpha_c_p1w": 0.0004646129229490814, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.018053937089158367, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2551, -0.2387, -0.3117, -0.2963, -0.3128, -0.284, -0.3189, -0.2558, -0.286, -0.3241, -0.3573, -0.3128, -0.3032, -0.3313, -0.3313, -0.3059, -0.3645, -0.297, -0.3388, -0.2709, -0.2058, -0.1475, -0.072, -0.0412, 0.0706, 0.0713, 0.0501, 0.1427, 0.1111, 0.0837, 0.0761, 0.048, -0.0117, 0.0535, 0.1187, 0.1217, 0.1324, 0.1166, 0.0604, 0.0919, 0.2311, 0.1708, 0.1481, 0.2147, 0.1516, 0.083, 0.1084, 0.1646, 0.2709, 0.249, 0.249, 0.2414, 0.2222, 0.2209, 0.2119, 0.1797, 0.1056, 0.011, 0.0302, -0.0453, 0.0432, -0.0254, -0.0103, 0.0, 0.0391, 0.1433, 0.083, 0.059, 0.0185, 0.0185, 0.0158, -0.0432, -0.1392, -0.2181, -0.2222, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065063740332974358", "ticker_idx": 1, "ts": "2026-06-11T13:28:57+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": "$BTC will be back making new ATH's soon", "tweet_type": "analysis", "timeline": "years", "summary": "Strong long ASST as best entry now on rapid BTC accumulation, 13% APY SATA, and highest amplification ratio; also long BTC back to new ATHs.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$ASST is one of the best entries right now.\n\nThis is one of my favourite stocks for the next few years. Why?\n\n> $SATA ( Strive’s preferred equity instrument) is paying 13% APY and DAILY dividends starting June 16\n> $SATA is accumulating $BTC at a rapid pace which the market is underpricing.\n> Excellent Management team\n> $BTC will be back making new ATH’s soon, $ASST has the highest amplification ratio of any treasury so will have the wildest moves to the upside.\n\nThe most under discussed small-cap on FinX.", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: Strive $ASST grew its #Bitcoin holdings 30.5% in one month, 3x faster than Strategy $MSTR's relative accumulation pace, according to our latest monthly report.\n\nRead the full report: https://t.co/fSUBplbDEn https://t.co/7ExQ2jFb77", "parent_author": null, "ret_m1d": -0.0332242067942794, "ret_signed_m1d": -0.0332242067942794, "alpha_spy_m1d": -0.016511423542230674, "alpha_c_m1d": -0.016511423542230674, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.016712783252048724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.000280918383714468, "ret_signed_p1d": -0.000280918383714468, "alpha_spy_p1d": -0.005689166285243852, "alpha_c_p1d": -0.005689166285243852, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.005408247901529384, "ret_p1w": -0.010455805595382839, "ret_signed_p1w": -0.010455805595382839, "alpha_spy_p1w": -0.02523534177533715, "alpha_c_p1w": -0.02523534177533715, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.014779536179954311, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1778, 0.163, 0.1209, 0.0999, 0.1095, 0.1157, 0.1095, 0.1219, 0.0823, 0.0437, 0.0493, 0.0735, 0.0711, 0.0524, 0.053, 0.0834, 0.1318, 0.119, 0.1291, 0.1482, 0.1719, 0.1671, 0.1769, 0.1824, 0.2134, 0.1937, 0.2013, 0.2304, 0.2314, 0.2186, 0.2172, 0.2012, 0.1922, 0.2005, 0.23, 0.2559, 0.2732, 0.2811, 0.2588, 0.2616, 0.2858, 0.2661, 0.2473, 0.2752, 0.2439, 0.2107, 0.2075, 0.2186, 0.2199, 0.1876, 0.2158, 0.193, 0.1697, 0.1569, 0.1544, 0.1221, 0.0494, 0.0071, 0.0038, -0.0415, -0.0074, -0.0302, -0.0332, 0.0, -0.0003, 0.0429, 0.0321, 0.0135, -0.0105, -0.0003, 0.0062, -0.0141, -0.0404, -0.0604, -0.0558, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021242778433233097", "ticker_idx": 0, "ts": "2026-02-10T15:20:05+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So bullish $NBIS", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on NBIS following linked news/development.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@romanchernin This is awesome! So bullish $NBIS", "reply_text": null, "parent_text": "It was just a question of time:)\n\nhttps://t.co/Qv2BHRz8XC", "quoted_text": null, "parent_author": "romanchernin", "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230861663580558, "alpha_c_m1d": 0.01782833570570297, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.005953443810955861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03464429974352301, "ret_signed_p1d": -0.03464429974352301, "alpha_spy_p1d": -0.03441317759985851, "alpha_c_p1d": -0.02750025853892013, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00714404120460288, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947046899233557, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.027045415387507044, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.2250548273111994, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.004932791909445955, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311286351998174, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022692683206984032, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22012203540175346, "alpha_spy_stated": 0.24293592755361848, "alpha_c_stated": 0.2250548273111994, "price_path": [-0.0344, -0.0899, -0.0633, -0.0136, 0.0357, -0.0779, -0.0929, 0.0012, -0.0317, 0.0316, 0.0316, 0.0336, 0.0911, 0.0508, 0.0777, 0.1199, 0.0681, 0.093, 0.0503, 0.0196, 0.0271, -0.0447, -0.116, -0.1181, -0.178, -0.1493, -0.0254, 0.0157, -0.0192, -0.0072, -0.0072, -0.0458, -0.0626, -0.0721, -0.0881, -0.0881, -0.02, 0.0113, 0.0921, 0.0482, 0.06, 0.0669, 0.1693, 0.1486, 0.111, 0.1318, 0.1846, 0.1846, 0.0817, 0.0771, 0.0551, 0.0295, -0.0036, 0.0662, 0.0941, 0.034, -0.0719, -0.0395, -0.02, -0.1024, -0.1952, -0.062, 0.0119, 0.0, -0.0346, -0.0224, 0.0678, 0.0678, 0.0624, 0.1091, 0.1723, 0.0668, 0.0961, 0.1176, 0.1561, 0.1426, -0.0065, -0.0085, -0.0544, 0.0653, 0.0421, -0.0268, 0.0343, 0.0506, 0.2201, 0.177, 0.2305, 0.4146, 0.2673, 0.2916, 0.3239, 0.2814, 0.2436, 0.2519, 0.2538, 0.1545, 0.0984, 0.0051, 0.1304, 0.1107, 0.1855, 0.1855, 0.2261, 0.279, 0.3618, 0.4852, 0.5794, 0.6838, 0.7642, 0.8169, 0.8013, 0.712, 0.734, 0.7055, 0.7011, 0.7113, 0.6032, 0.5793, 0.4763, 0.5382, 0.5059, 0.6831, 0.922, 0.9165, 1.1254, 1.013, 0.9289, 1.0275, 0.9513, 1.2581, 1.4093, 1.3961, 1.1774, 1.1542, 1.0898, 1.396, 1.3398, 1.3398, 1.2667, 1.2701, 1.4658, 1.5176, 1.8817, 1.8389, 1.7419, 1.829, 1.4819, 1.375, 1.3981, 1.3062, 1.4212, 1.5314, 1.8333, 1.8881, 2.0604, 2.1233, 2.1233, 2.0898, 1.9987, 1.8288, 1.7958, 1.6179, null, null, null, null, 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:2023881392242008195", "ticker_idx": 0, "ts": "2026-02-17T22:05:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the kind of disconnect that doesn't last. Earnings March 18 will tell the story.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ONDS: 6 contracts in 30 days, revenue target raised 25%, $1.5B cash — trading at $9 is a disconnect that won't persist into March 18 earnings.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "I posted about $ONDS a few hours ago and the catalyst stack keeps growing.\n\n6 major contracts/catalysts in 30 days. \nRevenue target raised 25%. \n$1.5B cash on hand.\n\nTrading at $9 while the company is executing at this pace.\n\nThis is the kind of disconnect that doesn't last. Earnings March 18 will tell the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09214087915162783, "ret_signed_m1d": -0.09214087915162783, "alpha_spy_m1d": -0.08712842288980815, "alpha_c_m1d": -0.08712842288980815, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.0050124562618196755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02890701511474769, "ret_signed_p1d": 0.02890701511474769, "alpha_spy_p1d": 0.031544359438297254, "alpha_c_p1d": 0.031544359438297254, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": -0.06955731936012333, "ret_signed_p1w": -0.06955731936012333, "alpha_spy_p1w": -0.07955317442545518, "alpha_c_p1w": -0.07955317442545518, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": -0.02890692896530378, "ret_signed_p1m": -0.02890692896530378, "alpha_spy_p1m": 0.009691925759564124, "alpha_c_p1m": 0.009691925759564124, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": -0.1237578973195117, "ret_signed_p3m": -0.1237578973195117, "alpha_spy_p3m": -0.20299159581717863, "alpha_c_p3m": -0.20299159581717863, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.07923369849766693, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02890692896530378, "alpha_spy_stated": 0.009691925759564124, "alpha_c_stated": 0.009691925759564124, "price_path": [-0.3916, -0.2123, -0.2376, -0.2556, -0.2556, -0.2864, -0.3153, -0.271, -0.1942, -0.1698, -0.1807, -0.1852, -0.1662, -0.248, -0.1852, -0.2096, -0.3053, -0.2692, -0.3342, -0.2954, -0.1671, -0.1626, -0.1906, -0.1752, -0.1752, -0.234, -0.2358, -0.1879, -0.1183, -0.1183, -0.0045, 0.1319, 0.1599, 0.1003, 0.2656, 0.2367, 0.1915, 0.2547, 0.2249, 0.1581, 0.0985, 0.0985, 0.1861, 0.1337, 0.14, 0.0994, 0.0081, 0.1075, 0.1084, 0.0181, -0.0641, -0.0388, 0.028, -0.1256, -0.234, -0.1247, -0.0659, -0.1256, -0.1662, -0.1897, -0.159, -0.159, -0.0921, 0.0, 0.0289, -0.0939, -0.0795, -0.0605, -0.0696, -0.056, -0.0894, -0.0361, -0.0949, -0.0506, -0.0524, -0.112, -0.122, -0.0958, -0.112, -0.0668, -0.0822, -0.0488, 0.019, -0.0217, -0.0289, -0.0912, -0.0154, -0.0352, -0.0687, -0.1472, -0.2051, -0.2638, -0.1834, -0.2042, -0.1328, -0.1328, -0.14, -0.1391, -0.1463, -0.1743, -0.1752, -0.1445, -0.1509, -0.0939, -0.0786, -0.0967, -0.0307, -0.0181, -0.0009, -0.0479, -0.047, -0.0108, -0.0533, -0.1427, -0.093, -0.0678, -0.121, -0.1572, -0.1563, -0.1969, -0.1816, -0.1491, -0.1834, -0.1996, 0.0126, -0.0407, -0.1238, -0.1757, -0.1545, -0.1707, -0.1816, -0.1816, -0.1174, -0.0244, 0.1969, 0.1942, 0.2159, 0.2267, 0.0488, 0.0813, -0.0578, -0.0696, -0.1283, -0.159, -0.112, -0.1572, -0.1409, -0.168, -0.1762, -0.1626, -0.1626, -0.1969, -0.2294, -0.3062, -0.3067, -0.2927, null, null, null, null, null, null, null, null, null, null, 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:2006250597385703567", "ticker_idx": 0, "ts": "2025-12-31T06:26:31+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I feel the sell-off will continue into 2026", "tweet_type": "prediction", "timeline": "months", "summary": "Expects the sell-off in IREN and CIFR to continue into 2026 amid low volume.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "Morning everyone!\n\nI hope we’re all well and looking forward to another day.\n\nI don’t know what to expect today, but I feel the sell-off will continue into 2026. \n\nWe need volume back in these big names like $IREN and $CIFR\n\nHave a great day.\n\n~ COFFEE HOUSE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014032268278353577, "ret_signed_m1d": -0.014032268278353577, "alpha_spy_m1d": -0.006568114491573018, "alpha_c_m1d": -0.006546426646659942, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.007485841631693635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": 0.15501719542692838, "ret_signed_p1w": -0.15501719542692838, "alpha_spy_p1w": -0.14378420770575961, "alpha_c_p1w": -0.1396802686235885, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.015336926803339868, "ret_p1m": 0.5843261696410094, "ret_signed_p1m": -0.5843261696410094, "alpha_spy_p1m": -0.5665528580961581, "alpha_c_p1m": -0.6066011078924405, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": -0.02227493825143112, "ret_p3m": -0.16282762891166802, "ret_signed_p3m": 0.16282762891166802, "alpha_spy_p3m": 0.09210951150562996, "alpha_c_p3m": 0.050331564816520125, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.1124960640951479, "ret_p6m": 0.26396613979001904, "ret_signed_p6m": -0.26396613979001904, "alpha_spy_p6m": -0.18143115109112196, "alpha_c_p6m": -0.2796142858435974, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": -0.015648146053578338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5843261696410094, "alpha_spy_stated": -0.5665528580961581, "alpha_c_stated": -0.6066011078924405, "price_path": [0.336, 0.529, 0.633, 0.5909, 0.6905, 0.5825, 0.6982, 0.8417, 0.7998, 0.637, 0.6076, 0.5679, 0.4613, 0.3723, 0.479, 0.6653, 0.7207, 0.6526, 0.5997, 0.5414, 0.6084, 0.7938, 0.7641, 1.023, 0.7728, 0.6516, 0.5931, 0.5192, 0.4747, 0.2881, 0.2277, 0.2552, 0.2934, 0.2134, 0.1509, 0.1189, 0.2838, 0.2568, 0.2828, 0.2828, 0.2658, 0.2838, 0.0887, 0.1639, 0.2298, 0.1837, 0.2269, 0.2401, 0.1628, 0.1634, 0.0625, -0.0606, -0.0312, -0.1056, -0.0522, 0.0569, 0.1131, 0.1138, 0.1115, 0.1115, 0.067, 0.0434, 0.014, 0.0, 0.0, 0.1305, 0.2772, 0.2155, 0.155, 0.2094, 0.2187, 0.3325, 0.403, 0.4001, 0.3738, 0.5308, 0.5308, 0.4366, 0.4159, 0.3836, 0.5007, 0.3863, 0.5883, 0.6664, 0.5843, 0.4228, 0.4053, 0.44, 0.1898, 0.0535, 0.1075, 0.2219, 0.1366, 0.1297, 0.0598, 0.1178, 0.1178, 0.0847, 0.1141, 0.1461, 0.0585, 0.1215, 0.2033, 0.1657, 0.1713, 0.0842, 0.0958, 0.0286, 0.1607, 0.0624, -0.0283, 0.0283, 0.0093, 0.1115, 0.0953, 0.1009, 0.1898, 0.1374, 0.1176, 0.103, 0.0932, 0.1162, 0.0887, 0.0969, -0.0085, -0.071, -0.1628, -0.0924, -0.0974, -0.0794, -0.0794, -0.0699, -0.0537, -0.0249, -0.0188, 0.041, 0.1403, 0.2542, 0.2926, 0.2629, 0.274, 0.2899, 0.1959, 0.2812, 0.3773, 0.3407, 0.2804, 0.1766, 0.1348, 0.2049, 0.2089, 0.31, 0.4493, 0.6145, 0.5052, 0.6203, 0.4602, 0.4975, 0.4607, 0.5462, 0.4016, 0.336, 0.264, 0.3956, 0.5372, 0.5046, 0.5046, 0.5827, 0.7961, 0.6958, 0.6823, 0.7297, 0.7633, 0.7337, 0.6378, 0.439, 0.5671, 0.4302, 0.364, 0.5015, 0.5825, 0.6111, 0.5669, 0.5385, 0.5875, 0.5875, 0.5057, 0.4488, 0.3317, 0.264]}
{"unit_id": "orig:2006250597385703567", "ticker_idx": 1, "ts": "2025-12-31T06:26:31+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I feel the sell-off will continue into 2026", "tweet_type": "prediction", "timeline": "months", "summary": "Expects the sell-off in IREN and CIFR to continue into 2026 amid low volume.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "Morning everyone!\n\nI hope we’re all well and looking forward to another day.\n\nI don’t know what to expect today, but I feel the sell-off will continue into 2026. \n\nWe need volume back in these big names like $IREN and $CIFR\n\nHave a great day.\n\n~ COFFEE HOUSE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011517620166515696, "ret_signed_m1d": 0.011517620166515696, "alpha_spy_m1d": 0.018981773953296255, "alpha_c_m1d": 0.0215197684243551, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.010002148257839405, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": 0.08943087224628155, "ret_signed_p1w": -0.08943087224628155, "alpha_spy_p1w": -0.07819788452511278, "alpha_c_p1w": -0.07164941700239691, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.017781455243884636, "ret_p1m": 0.19918702496391094, "ret_signed_p1m": -0.19918702496391094, "alpha_spy_p1m": -0.18141371341905965, "alpha_c_p1m": -0.17904386727137367, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.020143157692537272, "ret_p3m": -0.18597559911874295, "ret_signed_p3m": 0.18597559911874295, "alpha_spy_p3m": 0.11525748171270489, "alpha_c_p3m": 0.07267789371735123, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.11329770540139172, "ret_p6m": 0.7398373920703663, "ret_signed_p6m": -0.7398373920703663, "alpha_spy_p6m": -0.6573024033714692, "alpha_c_p6m": -0.45470960472706845, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.2851277873432978, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19918702496391094, "alpha_spy_stated": -0.18141371341905965, "alpha_c_stated": -0.17904386727137367, "price_path": [-0.0041, 0.0393, 0.0671, 0.1924, 0.2188, 0.1497, 0.378, 0.4153, 0.4248, 0.2683, 0.271, 0.3489, 0.2246, 0.0915, 0.169, 0.3997, 0.3916, 0.3523, 0.3272, 0.292, 0.2636, 0.542, 0.5251, 0.6741, 0.4709, 0.4018, 0.3313, 0.2649, 0.1775, 0.0115, -0.0271, -0.0278, -0.0122, -0.0095, -0.0136, -0.0413, 0.1321, 0.187, 0.2974, 0.2974, 0.3787, 0.334, 0.1951, 0.2622, 0.3435, 0.3062, 0.3198, 0.3252, 0.252, 0.2791, 0.1551, -0.0014, 0.0156, -0.0251, 0.0264, 0.0982, 0.107, 0.0779, 0.0989, 0.0989, 0.0291, 0.0217, -0.0115, 0.0, 0.0, 0.0976, 0.2304, 0.1883, 0.0894, 0.1213, 0.1267, 0.1978, 0.2364, 0.2283, 0.187, 0.2737, 0.2737, 0.2141, 0.2005, 0.1782, 0.1904, 0.1172, 0.2703, 0.2852, 0.1992, 0.0813, 0.0711, 0.1016, -0.0346, -0.1396, -0.002, 0.1355, 0.1585, 0.103, 0.0908, 0.1125, 0.1125, 0.0596, 0.0447, 0.0705, -0.0075, 0.0312, 0.1599, 0.1253, 0.1165, 0.0569, 0.0678, -0.0034, 0.0867, 0.0264, -0.0772, -0.0305, -0.0542, -0.044, -0.0711, -0.0461, 0.0257, 0.0224, -0.0061, -0.0081, -0.0508, 0.0088, 0.0081, 0.0759, -0.0278, -0.0688, -0.186, -0.128, -0.1436, -0.1314, -0.1314, -0.0955, -0.0508, 0.0447, 0.1084, 0.1199, 0.2033, 0.25, 0.2195, 0.1748, 0.3123, 0.3069, 0.2222, 0.3171, 0.2663, 0.2331, 0.2304, 0.1694, 0.1463, 0.2019, 0.1545, 0.2121, 0.4973, 0.4844, 0.4014, 0.3923, 0.374, 0.3591, 0.439, 0.5102, 0.3774, 0.2954, 0.2737, 0.3198, 0.458, 0.4885, 0.4885, 0.5596, 0.7046, 0.666, 0.6023, 0.6267, 0.7812, 0.7778, 0.731, 0.521, 0.6457, 0.5606, 0.4241, 0.5332, 0.6599, 0.7636, 0.7757, 0.7852, 0.977, 0.977, 0.9065, 0.8726, 0.7764, 0.7398]}
{"unit_id": "reply:1999938233464197420", "ticker_idx": 0, "ts": "2025-12-13T20:23:26+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $ONDS as my third largest position - looking to increase at any opportunity", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds ONDS as third-largest position and actively looking to add.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Kaizen_Investor Thank you, appreciated. I own $ONDS as my third largest position - looking to increase at any opportunity 👊", "reply_text": null, "parent_text": "@shabamlo Great write, do you own $ONDS?", "quoted_text": null, "parent_author": "Kaizen_Investor", "ret_m1d": 0.13784134393916725, "ret_signed_m1d": 0.13784134393916725, "alpha_spy_m1d": 0.13632824939277155, "alpha_c_m1d": 0.13632824939277155, "bench_spy_m1d": 0.001513094546395699, "bench_c_m1d": 0.001513094546395699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05201561669584831, "ret_signed_p1d": 0.05201561669584831, "alpha_spy_p1d": 0.05474790184107858, "alpha_c_p1d": 0.05474790184107858, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": 0.20546168904897288, "ret_signed_p1w": 0.20546168904897288, "alpha_spy_p1w": 0.19646602239191924, "alpha_c_p1w": 0.19646602239191924, "bench_spy_p1w": 0.008995666657053647, "bench_c_p1w": 0.008995666657053647, "ret_p1m": 0.8062419037670694, "ret_signed_p1m": 0.8062419037670694, "alpha_spy_p1m": 0.7840744403534099, "alpha_c_p1m": 0.7840744403534099, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": 0.3433029709807076, "ret_signed_p3m": 0.3433029709807076, "alpha_spy_p3m": 0.36196211987790783, "alpha_c_p3m": 0.36196211987790783, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": 0.2548764039955358, "ret_signed_p6m": 0.2548764039955358, "alpha_spy_p6m": 0.16597656213954548, "alpha_c_p6m": 0.16597656213954548, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8062419037670694, "alpha_spy_stated": 0.7840744403534099, "alpha_c_stated": 0.7840744403534099, "price_path": [-0.2068, -0.1417, -0.1261, -0.0559, 0.0247, -0.0442, 0.0078, -0.0039, 0.0234, 0.0039, -0.0494, 0.1977, 0.2887, 0.3862, 0.4421, 0.4642, 0.3641, 0.199, 0.4057, 0.3537, 0.2367, 0.0663, -0.0104, 0.0104, -0.065, -0.1235, -0.0819, -0.0299, -0.0208, -0.117, -0.1222, -0.1821, -0.1625, -0.2003, -0.225, -0.2198, -0.3173, -0.2445, -0.2354, -0.2458, -0.2835, -0.1469, -0.0663, -0.1866, 0.0195, -0.0247, -0.1847, -0.1242, 0.1339, 0.0975, 0.0715, 0.0715, 0.0273, -0.0143, 0.0494, 0.1599, 0.1951, 0.1795, 0.173, 0.2003, 0.0826, 0.173, 0.1378, 0.0, 0.052, -0.0416, 0.0143, 0.199, 0.2055, 0.1651, 0.1873, 0.1873, 0.1027, 0.1001, 0.1691, 0.2692, 0.2692, 0.433, 0.6294, 0.6697, 0.5839, 0.8218, 0.7802, 0.7152, 0.8062, 0.7633, 0.6671, 0.5813, 0.5813, 0.7074, 0.632, 0.6411, 0.5826, 0.4512, 0.5943, 0.5956, 0.4655, 0.3472, 0.3836, 0.4798, 0.2588, 0.1027, 0.2601, 0.3446, 0.2588, 0.2003, 0.1664, 0.2107, 0.2107, 0.3069, 0.4395, 0.4811, 0.3043, 0.3251, 0.3524, 0.3394, 0.3589, 0.3108, 0.3875, 0.303, 0.3667, 0.3641, 0.2783, 0.264, 0.3017, 0.2783, 0.3433, 0.3212, 0.3693, 0.4668, 0.4083, 0.3979, 0.3082, 0.4174, 0.3888, 0.3407, 0.2276, 0.1443, 0.0598, 0.1756, 0.1456, 0.2484, 0.2484, 0.238, 0.2393, 0.2289, 0.1886, 0.1873, 0.2315, 0.2224, 0.3043, 0.3264, 0.3004, 0.3953, 0.4135, 0.4382, 0.3706, 0.3719, 0.4239, 0.3628, 0.2341, 0.3056, 0.342, 0.2653, 0.2133, 0.2146, 0.156, 0.1782, 0.225, 0.1756, 0.1521, 0.4577, 0.381, 0.2614, 0.1866, 0.2172, 0.1938, 0.1782, 0.1782, 0.2705, 0.4044, 0.723, 0.7191, 0.7503, 0.7659, 0.5098, 0.5566, 0.3563, 0.3394, 0.2549]}
{"unit_id": "orig:2058616694558367919", "ticker_idx": 0, "ts": "2026-05-24T18:30:41+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$P (Everpure) owns the structural data pipeline feeding the enterprise AI buildout", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Pure Storage as the structural data layer play on AI buildout, citing RPO acceleration, hyperscaler upside, and enterprise deal growth.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Nobody is looking at the hidden data layer bottleneck.\n\nAI data centers are hitting physical space and thermal power limits long before they run out of compute.\n\nThe core math the market completely misses: • Every $1 spent on $NVDA chips requires $0.50 to $1.00 in high-performance storage infrastructure. Without it, those multi-million dollar GPUs sit completely idle.\n\n$P (Everpure) owns the structural data pipeline feeding the enterprise AI buildout.\n\nTheir latest metrics show exactly where the high-intent capital is moving:\n\n1/ Remaining Performance Obligations (RPO) accelerated to $3.67 billion (+40% YoY). That is a single-quarter sequential jump of $728 million.\n\n2/ Crucially, management confirmed that hyperscaler revenue is not included in this RPO number. This is pure, high-margin enterprise and subscription commitment.\n\n3/ Deals over $5 million grew 80% year-over-year, while Fortune 500 penetration hit 64%.\n\n4/ Fusion-their unified control plane that manages entire storage arrays as a single fleet-scaled to 600 corporate customers in its first year.\n\nWhile retail fights over hardware hype cycles, institutional capital is quietly locking down the underlying data layer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013016429493383108, "ret_signed_m1d": -0.013016429493383108, "alpha_spy_m1d": -0.006421569054417597, "alpha_c_m1d": 0.012639891199485942, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02954160334384237, "ret_signed_p1d": -0.02954160334384237, "alpha_spy_p1d": -0.02936836117909636, "alpha_c_p1d": -0.025706597070575432, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": -0.060780930502907116, "ret_signed_p1w": -0.060780930502907116, "alpha_spy_p1w": -0.07274483058595738, "alpha_c_p1w": -0.131376203912961, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.17600447867487046, "ret_signed_p1m": -0.17600447867487046, "alpha_spy_p1m": -0.1554059445237037, "alpha_c_p1m": -0.1658946377117786, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17600447867487046, "alpha_spy_stated": -0.1554059445237037, "alpha_c_stated": -0.1658946377117786, "price_path": [-0.2532, -0.2731, -0.2583, -0.3012, -0.3055, -0.3081, -0.3107, -0.2884, -0.3091, -0.2972, -0.3096, -0.3039, -0.2886, -0.2819, -0.2712, -0.2592, -0.2911, -0.2704, -0.2626, -0.259, -0.2978, -0.3324, -0.355, -0.3317, -0.3088, -0.2928, -0.2928, -0.3076, -0.2995, -0.2954, -0.3187, -0.3102, -0.2841, -0.2756, -0.2655, -0.2326, -0.242, -0.2303, -0.2171, -0.2149, -0.2079, -0.1915, -0.1628, -0.1972, -0.2042, -0.1913, -0.1894, -0.1766, -0.1553, -0.1576, -0.1392, -0.1153, -0.0114, -0.0568, -0.0444, -0.0515, -0.0812, -0.1277, -0.1394, -0.1179, -0.1058, -0.013, -0.013, 0.0, -0.0295, -0.1733, -0.1001, -0.0441, -0.0608, -0.085, -0.1114, -0.1831, -0.165, -0.2077, -0.247, -0.2152, -0.1816, -0.1545, -0.1708, -0.1775, -0.1555, -0.1555, -0.128, -0.181, -0.176, -0.1886, -0.2172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2051664713747206585", "ticker_idx": 0, "ts": "2026-05-05T14:06:00+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is not a trade. This is a structural shift. And it's early still.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on DRAM ETF and SK Hynix as a structural shift in Korean memory, not a trade; early innings with $2B institutional inflows.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "The $DRAM ETF launched 5 weeks ago and pulled $2B in its first month.\n\nThat's institutional capital moving into Korean memory before most Western investors even have a route in.\n\nSK Hynix just posted the biggest quarterly revenue in Korean corporate history.\n\nThis is not a trade. This is a structural shift. And it's early still.\n\nRead below.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.08252321493350523, "ret_signed_m1d": -0.08252321493350523, "alpha_spy_m1d": -0.07456483019223048, "alpha_c_m1d": -0.07456483019223048, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.007958384741274749, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051631007612418234, "ret_signed_p1d": 0.051631007612418234, "alpha_spy_p1d": 0.03773160791964414, "alpha_c_p1d": 0.03773160791964414, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.013899399692774095, "ret_p1w": 0.10823068097742605, "ret_signed_p1w": 0.10823068097742605, "alpha_spy_p1w": 0.0883211070989196, "alpha_c_p1w": 0.0883211070989196, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.019909573878506448, "ret_p1m": 0.5059407583871833, "ret_signed_p1m": 0.5059407583871833, "alpha_spy_p1m": 0.46384180775597006, "alpha_c_p1m": 0.46384180775597006, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.04209895063121327, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5059407583871833, "alpha_spy_stated": 0.46384180775597006, "alpha_c_stated": 0.46384180775597006, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.4003, -0.4003, -0.3701, -0.364, -0.2986, -0.3005, -0.2994, -0.2752, -0.2316, -0.2553, -0.243, -0.2312, -0.2424, -0.2454, -0.1942, -0.2145, -0.1964, -0.1668, -0.1936, -0.1741, -0.1504, -0.127, -0.0825, 0.0, 0.0516, 0.0056, 0.1406, 0.1899, 0.1082, 0.1782, 0.162, 0.1039, 0.0655, 0.0752, 0.1128, 0.1739, 0.1411, 0.1411, 0.3072, 0.3119, 0.3517, 0.3653, 0.469, 0.5029, 0.5059, 0.4193, 0.2052, 0.3074, 0.2932, 0.2394, 0.4068, 0.4044, 0.5353, 0.4716, 0.5111, 0.6572, 0.6572, 0.7438, 0.4954, 0.5107, 0.661, 0.5528, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2051664713747206585", "ticker_idx": 1, "ts": "2026-05-05T14:06:00+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix just posted the biggest quarterly revenue in Korean corporate history. This is not a trade. This is a structural shift. And it's early still.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on DRAM ETF and SK Hynix as a structural shift in Korean memory, not a trade; early innings with $2B institutional inflows.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The $DRAM ETF launched 5 weeks ago and pulled $2B in its first month.\n\nThat's institutional capital moving into Korean memory before most Western investors even have a route in.\n\nSK Hynix just posted the biggest quarterly revenue in Korean corporate history.\n\nThis is not a trade. This is a structural shift. And it's early still.\n\nRead below.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.09618987683684477, "ret_signed_m1d": -0.09618987683684477, "alpha_spy_m1d": -0.08823149209557002, "alpha_c_m1d": -0.06577032830479346, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033104300148861565, "ret_signed_p1d": 0.033104300148861565, "alpha_spy_p1d": 0.01920490045608747, "alpha_c_p1d": -0.01868549341477821, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.23422856678337634, "ret_signed_p1w": 0.23422856678337634, "alpha_spy_p1w": 0.2143189929048699, "alpha_c_p1w": 0.16045635499725863, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.4355928797904147, "ret_signed_p1m": 0.4355928797904147, "alpha_spy_p1m": 0.39349392915920145, "alpha_c_p1m": 0.21517538292893357, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4355928797904147, "alpha_spy_stated": 0.39349392915920145, "alpha_c_stated": 0.21517538292893357, "price_path": [-0.4769, -0.447, -0.4538, -0.4638, -0.4464, -0.4514, -0.4514, -0.4514, -0.4514, -0.4426, -0.4083, -0.4071, -0.3734, -0.3653, -0.3136, -0.3373, -0.3373, -0.4135, -0.4697, -0.4122, -0.4229, -0.4778, -0.4141, -0.4035, -0.4191, -0.4316, -0.3916, -0.3941, -0.3404, -0.3673, -0.371, -0.4172, -0.3841, -0.3785, -0.4172, -0.4172, -0.4547, -0.4959, -0.4397, -0.4816, -0.4528, -0.4466, -0.4279, -0.3548, -0.3766, -0.3585, -0.3504, -0.3111, -0.2904, -0.2786, -0.2954, -0.2717, -0.2355, -0.2361, -0.2349, -0.2367, -0.193, -0.188, -0.1924, -0.1968, -0.1968, -0.0962, -0.0962, 0.0, 0.0331, 0.0531, 0.1743, 0.1462, 0.2342, 0.2305, 0.1362, 0.1493, 0.0899, 0.0899, 0.2117, 0.2124, 0.2124, 0.2817, 0.401, 0.43, 0.4575, 0.4762, 0.4743, 0.4743, 0.4356, 0.2932, 0.1938, 0.3837, 0.2794, 0.3125, 0.3431, 0.4293, 0.4881, 0.5749, 0.6774, 0.7267, 0.8235, 0.5961, 0.6374, 0.8223, 0.6699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054930499475267609", "ticker_idx": 0, "ts": "2026-05-14T14:23:04+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": "LiDAR", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "what can't $OUST do?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: humanoid robots swept Beijing robotic half-marathon using its LiDAR, reinforcing the bull thesis.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST bulls are missing the funniest part of the thesis.\n\nhumanoid robots swept 1st, 2nd, 3rd at the Beijing robotic half-marathon - all running on their LiDAR.\n\nwhat can't $OUST do? https://t.co/99RgHqnbl1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019793529240540453, "ret_signed_m1d": -0.019793529240540453, "alpha_spy_m1d": -0.011961046421841148, "alpha_c_m1d": -0.005030346310454181, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.012029343756796207, "alpha_c_p1d": 0.018050159910438568, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.006597806603825251, "ret_signed_p1w": 0.006597806603825251, "alpha_spy_p1w": 0.013882300252426316, "alpha_c_p1w": 0.011611720999271213, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": 0.1417096540509546, "ret_signed_p1m": 0.1417096540509546, "alpha_spy_p1m": 0.15029059192869398, "alpha_c_p1m": 0.11218320308224072, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1417096540509546, "alpha_spy_stated": 0.15029059192869398, "alpha_c_stated": 0.11218320308224072, "price_path": [-0.4616, -0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014376107500319036", "ticker_idx": 0, "ts": "2026-01-22T16:34:23+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE this is so incredibly bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE on Musk's AI solar data center and 100GW solar buildout narrative.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$TE this is so incredibly bullish", "reply_text": null, "parent_text": null, "quoted_text": "Elon Musk says building AI-powered solar data centers in space is a “no-brainer.”\n\nHe also says SpaceX and Tesla are building up to 100 GW per year of solar power.\n\n$TE, $ENPH & $ASTI.\nYes, we are not bullish enough.", "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090720430575204, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.005196365426694216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.023265838662533844, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.0587567115498, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.32894064580463933, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067768938473816, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.03880196921534651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2580645014271503, "alpha_spy_stated": -0.25871765631935073, "alpha_c_stated": -0.32894064580463933, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2061804013713019112", "ticker_idx": 0, "ts": "2026-06-02T13:35:57+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe this could be the best-performing US small cap over the next 12-18 months", "tweet_type": "analysis", "timeline": "months", "summary": "Long ASST as potentially best US small cap over 12-18 months; BTC-accumulation engine via SATA preferred, zero debt, no convertible-note drag vs MSTR. Also long BTC.", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "self_thread", "lang": "en", "tweet_text": "New coverage: $ASST (Strive). My subscribers have held this for a while - opening it publicly now.\n\nI believe this could be the best-performing US small cap over the next 12-18 months.\n\nWhy?\nPerpetual preferred capital via $SATA. No maturity wall, no forced refinancing at the bottom. 13% APY Variable-rate. Minimal volatility.\n\nLast week $SATA raised enough to buy an estimated 2,649 BTC (~$193M) in four trading days - and Monday was a holiday. That's ~16% of the entire treasury added in four sessions.\n\nFor $MSTR to match that as a share of its stack, Saylor would have to buy ~135,000 BTC in a week. Over 3x his largest purchase ever.\n\nWhen BTC falls, that pace means each dollar buys more - BTC-per-share keeps climbing while the price drops. Daily $SATA dividends start June 16 at 13%, smoothing buying across every session.\n\nSince bitcoin:native's local high on May 11, $ASST is down less than it's underlying asset.\nThe instinct is that a BTC proxy should amplify Bitcoin in both directions. So why isn't $ASST?\n\nThe answer is the capital structure and the accumulation engine, not the Bitcoin.\nZero debt. No convertible-note delta hedging forcing structural selling of the common during drawdowns - the mechanism dragging $MSTR.\n\nAt ~1.3x mNAV, the market isn't pricing spot NAV. It's pricing forward Bitcoin-yield acceleration - from a structure $MSTR can't replicate cleanly right now.\n\nNote: This is a position as a $BTC-native bull. Volatility as it is a small cap.\n\n$ASST $SATA\n\n---\n\n@Micro2Macr0 @mikealfred", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06699751038954749, "ret_signed_m1d": 0.06699751038954749, "alpha_spy_m1d": 0.06835360868697671, "alpha_c_m1d": 0.06758042292886213, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": -0.0005829125393146395, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08560800225000864, "ret_signed_p1d": -0.08560800225000864, "alpha_spy_p1d": -0.07859081992950878, "alpha_c_p1d": -0.07414279102976051, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": -0.011465211220248128, "ret_p1w": -0.11848639588391352, "ret_signed_p1w": -0.11848639588391352, "alpha_spy_p1w": -0.08883800905923056, "alpha_c_p1w": -0.1379189711433082, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.01943257525939468, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4262, -0.4603, -0.4721, -0.4429, -0.4274, -0.4522, -0.4088, -0.3263, -0.3114, -0.3775, -0.3635, -0.3784, -0.3524, -0.384, -0.3269, -0.3542, -0.3886, -0.4187, -0.3784, -0.3697, -0.3952, -0.3952, -0.3722, -0.4252, -0.3641, -0.402, -0.3406, -0.2816, -0.2289, -0.1607, -0.1328, -0.0316, -0.031, -0.0502, 0.0335, 0.005, -0.0199, -0.0267, -0.0521, -0.1061, -0.0471, 0.0118, 0.0146, 0.0242, 0.0099, -0.0409, -0.0124, 0.1135, 0.0589, 0.0385, 0.0986, 0.0416, -0.0205, 0.0025, 0.0533, 0.1495, 0.1297, 0.1297, 0.1228, 0.1055, 0.1042, 0.0962, 0.067, 0.0, -0.0856, -0.0682, -0.1365, -0.0565, -0.1185, -0.1048, -0.0955, -0.0602, 0.0341, -0.0205, -0.0422, -0.0788, -0.0788, -0.0813, -0.1346, -0.2215, -0.2928, -0.2965, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061804013713019112", "ticker_idx": 1, "ts": "2026-06-02T13:35:57+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": "This is a position as a $BTC-native bull", "tweet_type": "analysis", "timeline": "months", "summary": "Long ASST as potentially best US small cap over 12-18 months; BTC-accumulation engine via SATA preferred, zero debt, no convertible-note drag vs MSTR. Also long BTC.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "New coverage: $ASST (Strive). My subscribers have held this for a while - opening it publicly now.\n\nI believe this could be the best-performing US small cap over the next 12-18 months.\n\nWhy?\nPerpetual preferred capital via $SATA. No maturity wall, no forced refinancing at the bottom. 13% APY Variable-rate. Minimal volatility.\n\nLast week $SATA raised enough to buy an estimated 2,649 BTC (~$193M) in four trading days - and Monday was a holiday. That's ~16% of the entire treasury added in four sessions.\n\nFor $MSTR to match that as a share of its stack, Saylor would have to buy ~135,000 BTC in a week. Over 3x his largest purchase ever.\n\nWhen BTC falls, that pace means each dollar buys more - BTC-per-share keeps climbing while the price drops. Daily $SATA dividends start June 16 at 13%, smoothing buying across every session.\n\nSince bitcoin:native's local high on May 11, $ASST is down less than it's underlying asset.\nThe instinct is that a BTC proxy should amplify Bitcoin in both directions. So why isn't $ASST?\n\nThe answer is the capital structure and the accumulation engine, not the Bitcoin.\nZero debt. No convertible-note delta hedging forcing structural selling of the common during drawdowns - the mechanism dragging $MSTR.\n\nAt ~1.3x mNAV, the market isn't pricing spot NAV. It's pricing forward Bitcoin-yield acceleration - from a structure $MSTR can't replicate cleanly right now.\n\nNote: This is a position as a $BTC-native bull. Volatility as it is a small cap.\n\n$ASST $SATA\n\n---\n\n@Micro2Macr0 @mikealfred", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06920336076030309, "ret_signed_m1d": 0.06920336076030309, "alpha_spy_m1d": 0.07055945905773231, "alpha_c_m1d": 0.07055945905773231, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": -0.0013560982974292202, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04031696632071802, "ret_signed_p1d": -0.04031696632071802, "alpha_spy_p1d": -0.03329978400021816, "alpha_c_p1d": -0.03329978400021816, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": -0.00701718232049986, "ret_p1w": -0.07585603675210828, "ret_signed_p1w": -0.07585603675210828, "alpha_spy_p1w": -0.04620764992742532, "alpha_c_p1w": -0.04620764992742532, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": -0.02964838682468296, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.062, 0.0215, 0.0255, 0.0483, 0.0525, 0.0568, 0.0639, 0.1223, 0.1082, 0.0681, 0.0481, 0.0573, 0.0631, 0.0572, 0.0691, 0.0313, -0.0055, -0.0002, 0.0229, 0.0206, 0.0028, 0.0034, 0.0323, 0.0785, 0.0663, 0.0759, 0.0941, 0.1167, 0.1121, 0.1215, 0.1267, 0.1563, 0.1375, 0.1447, 0.1724, 0.1734, 0.1612, 0.1599, 0.1446, 0.136, 0.1439, 0.172, 0.1968, 0.2132, 0.2207, 0.1995, 0.2021, 0.2252, 0.2065, 0.1885, 0.2151, 0.1853, 0.1537, 0.1506, 0.1612, 0.1624, 0.1317, 0.1586, 0.1368, 0.1146, 0.1024, 0.1, 0.0692, 0.0, -0.0403, -0.0435, -0.0867, -0.0542, -0.0759, -0.0788, -0.0471, -0.0474, -0.0062, -0.0165, -0.0343, -0.0571, -0.0474, -0.0413, -0.0605, -0.0856, -0.1047, -0.1003, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2006987587886657578", "ticker_idx": 0, "ts": "2026-01-02T07:15:03+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is an amazing stock to own in 2026 FYI", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish ONDS for 2026; decisive buy/own verdict.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$ONDS is an amazing stock to own in 2026 FYI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11433758407824357, "ret_signed_m1d": -0.11433758407824357, "alpha_spy_m1d": -0.11250794469261294, "alpha_c_m1d": -0.11250794469261294, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.0018296393856306326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13702352200391377, "ret_signed_p1d": 0.13702352200391377, "alpha_spy_p1d": 0.1303633148956691, "alpha_c_p1d": 0.1303633148956691, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.0066602071082446646, "ret_p1w": 0.24228666167963686, "ret_signed_p1w": 0.24228666167963686, "alpha_spy_p1w": 0.22633158830365185, "alpha_c_p1w": 0.22633158830365185, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.034482767573136064, "ret_signed_p1m": -0.034482767573136064, "alpha_spy_p1m": -0.052399240237491984, "alpha_c_p1m": -0.052399240237491984, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.01791647266435592, "ret_p3m": -0.20054445974092594, "ret_signed_p3m": -0.20054445974092594, "alpha_spy_p3m": -0.16228091694257918, "alpha_c_p3m": -0.16228091694257918, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0064, 0.0218, -0.0481, -0.1633, -0.0191, -0.0554, -0.137, -0.2559, -0.3094, -0.2949, -0.3475, -0.3884, -0.3593, -0.323, -0.3167, -0.3838, -0.3875, -0.4292, -0.4156, -0.4419, -0.4592, -0.4555, -0.5236, -0.4728, -0.4664, -0.4737, -0.5, -0.4047, -0.3485, -0.4324, -0.2886, -0.3194, -0.431, -0.3888, -0.2087, -0.2341, -0.2523, -0.2523, -0.2831, -0.3122, -0.2677, -0.1906, -0.1661, -0.177, -0.1815, -0.1624, -0.2446, -0.1815, -0.206, -0.3022, -0.2659, -0.3312, -0.2922, -0.1633, -0.1588, -0.1869, -0.1715, -0.1715, -0.2305, -0.2323, -0.1842, -0.1143, -0.1143, 0.0, 0.137, 0.1652, 0.1053, 0.2713, 0.2423, 0.1969, 0.2604, 0.2305, 0.1633, 0.1034, 0.1034, 0.1915, 0.1388, 0.1452, 0.1044, 0.0127, 0.1125, 0.1134, 0.0227, -0.0599, -0.0345, 0.0327, -0.1216, -0.2305, -0.1207, -0.0617, -0.1216, -0.1624, -0.186, -0.1552, -0.1552, -0.088, 0.0045, 0.0336, -0.0898, -0.0753, -0.0563, -0.0653, -0.0517, -0.0853, -0.0318, -0.0907, -0.0463, -0.0481, -0.108, -0.118, -0.0917, -0.108, -0.0626, -0.078, -0.0445, 0.0236, -0.0172, -0.0245, -0.0871, -0.0109, -0.0309, -0.0644, -0.1434, -0.2015, -0.2604, -0.1797, -0.2005, -0.1289, -0.1289, -0.1361, -0.1352, -0.1425, -0.1706, -0.1715, -0.1407, -0.147, -0.0898, -0.0744, -0.0926, -0.0263, -0.0136, 0.0036, -0.0436, -0.0426, -0.0064, -0.049, -0.1388, -0.0889, -0.0635, -0.1171, -0.1534, -0.1525, -0.1933, -0.1779, -0.1452, -0.1797, -0.196, 0.0172, -0.0363, -0.1198, -0.172, -0.1506, -0.167, -0.1779, -0.1779, -0.1134, -0.02, 0.2024, 0.1996, 0.2214, 0.2323, 0.0535, 0.0862, -0.0535, -0.0653, -0.1243, -0.1552, -0.108, -0.1534, -0.137, -0.1642, -0.1724, -0.1588, -0.1588, -0.1933, -0.226, -0.3031, -0.3035, -0.2895, null]}
{"unit_id": "orig:2028893166225494459", "ticker_idx": 0, "ts": "2026-03-03T18:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is building the platforms that militaries are scrambling to buy right now", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish ONDS: defense drone/counter-UAS demand accelerating on Iran conflict, 6x YoY revenue growth, $110M+ 2026 target.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "While everyone panics about the broad market, $ONDS just quietly had its best day in weeks.\n\nUp 8.5% yesterday. Here's why:\n\n• Autonomous drone maker with active defense contracts\n• Q3 revenue $10.1M — up 6x year over year\n• 2026 revenue target: $110M+\n• Counter-drone systems deployed to German State Police\n• NATO counter-UAS orders accelerating\n• Earnings March 18\n\nThe Iran conflict is accelerating drone demand globally.\n\n$ONDS is building the platforms that militaries are scrambling to buy right now.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06487021844661123, "ret_signed_m1d": 0.06487021844661123, "alpha_spy_m1d": 0.05597758563727151, "alpha_c_m1d": 0.05597758563727151, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.008892632809339718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04890217053218837, "ret_signed_p1d": 0.04890217053218837, "alpha_spy_p1d": 0.041846814573890834, "alpha_c_p1d": 0.041846814573890834, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.007055355958297538, "ret_p1w": -0.0009980267889196925, "ret_signed_p1w": -0.0009980267889196925, "alpha_spy_p1w": 0.0036321886633804423, "alpha_c_p1w": 0.0036321886633804423, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": -0.12075848132416434, "ret_signed_p1m": -0.12075848132416434, "alpha_spy_p1m": -0.086509515925415, "alpha_c_p1m": -0.086509515925415, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.3193612438196767, "ret_signed_p3m": 0.3193612438196767, "alpha_spy_p3m": 0.20439367417772059, "alpha_c_p3m": 0.20439367417772059, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.11496756964195609, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12075848132416434, "alpha_spy_stated": -0.086509515925415, "alpha_c_stated": -0.086509515925415, "price_path": [-0.0828, -0.0948, -0.0998, -0.0788, -0.1692, -0.0998, -0.1267, -0.2325, -0.1926, -0.2645, -0.2216, -0.0798, -0.0749, -0.1058, -0.0888, -0.0888, -0.1537, -0.1557, -0.1028, -0.0259, -0.0259, 0.0998, 0.2505, 0.2814, 0.2156, 0.3982, 0.3663, 0.3164, 0.3862, 0.3533, 0.2794, 0.2136, 0.2136, 0.3104, 0.2525, 0.2595, 0.2146, 0.1138, 0.2236, 0.2246, 0.1248, 0.0339, 0.0619, 0.1357, -0.0339, -0.1537, -0.0329, 0.0319, -0.0339, -0.0788, -0.1048, -0.0709, -0.0709, 0.003, 0.1048, 0.1367, 0.001, 0.017, 0.0379, 0.0279, 0.0429, 0.006, 0.0649, 0.0, 0.0489, 0.0469, -0.019, -0.0299, -0.001, -0.019, 0.0309, 0.014, 0.0509, 0.1257, 0.0808, 0.0729, 0.004, 0.0878, 0.0659, 0.0289, -0.0579, -0.1218, -0.1866, -0.0978, -0.1208, -0.0419, -0.0419, -0.0499, -0.0489, -0.0569, -0.0878, -0.0888, -0.0549, -0.0619, 0.001, 0.018, -0.002, 0.0709, 0.0848, 0.1038, 0.0519, 0.0529, 0.0928, 0.0459, -0.0529, 0.002, 0.0299, -0.0289, -0.0689, -0.0679, -0.1128, -0.0958, -0.0599, -0.0978, -0.1158, 0.1188, 0.0599, -0.0319, -0.0893, -0.0659, -0.0838, -0.0958, -0.0958, -0.025, 0.0778, 0.3224, 0.3194, 0.3433, 0.3553, 0.1587, 0.1946, 0.0409, 0.0279, -0.0369, -0.0709, -0.019, -0.0689, -0.0509, -0.0808, -0.0898, -0.0749, -0.0749, -0.1128, -0.1487, -0.2335, -0.234, -0.2186, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066273838732558700", "ticker_idx": 0, "ts": "2026-06-14T21:37:27+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is king.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on neocloud/data center names: NBIS as top pick, IREN undervalued, CIFR underrated, KEEL potential massive re-rate.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m starting to grow increasingly interested in neocloud and data center names again.\n\n$NBIS is king.\n$IREN seems undervalued?\n$CIFR underrated name.\n$KEEL feels like a massive re-rate possible?", "reply_text": null, "parent_text": null, "quoted_text": "For once I agree. Neoclouds will rerate", "parent_author": null, "ret_m1d": -0.10654825982806326, "ret_signed_m1d": -0.10654825982806326, "alpha_spy_m1d": -0.08921985844264724, "alpha_c_m1d": -0.10173501206842739, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004813247759635875, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01934094142976739, "ret_signed_p1d": 0.01934094142976739, "alpha_spy_p1d": 0.02530250427400149, "alpha_c_p1d": 0.018182202911812606, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0011587385179547827, "ret_p1w": 0.09051400532317988, "ret_signed_p1w": 0.09051400532317988, "alpha_spy_p1w": 0.10180431587441163, "alpha_c_p1w": 0.1355447863818039, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.045030781058624014, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5441, -0.5327, -0.5477, -0.5611, -0.5582, -0.5575, -0.5925, -0.6123, -0.6452, -0.601, -0.608, -0.5816, -0.5816, -0.5673, -0.5486, -0.5194, -0.4758, -0.4426, -0.4057, -0.3773, -0.3587, -0.3642, -0.3958, -0.388, -0.398, -0.3996, -0.396, -0.4342, -0.4426, -0.4789, -0.4571, -0.4685, -0.406, -0.3216, -0.3236, -0.2499, -0.2895, -0.3192, -0.2844, -0.3113, -0.203, -0.1497, -0.1543, -0.2315, -0.2397, -0.2624, -0.1543, -0.1742, -0.1742, -0.2, -0.1988, -0.1297, -0.1114, 0.0171, 0.002, -0.0323, -0.0015, -0.124, -0.1618, -0.1536, -0.186, -0.1455, -0.1065, 0.0, 0.0193, 0.0801, 0.1024, 0.1024, 0.0905, 0.0584, -0.0016, -0.0132, -0.076, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066273838732558700", "ticker_idx": 1, "ts": "2026-06-14T21:37:27+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN seems undervalued?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on neocloud/data center names: NBIS as top pick, IREN undervalued, CIFR underrated, KEEL potential massive re-rate.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m starting to grow increasingly interested in neocloud and data center names again.\n\n$NBIS is king.\n$IREN seems undervalued?\n$CIFR underrated name.\n$KEEL feels like a massive re-rate possible?", "reply_text": null, "parent_text": null, "quoted_text": "For once I agree. Neoclouds will rerate", "parent_author": null, "ret_m1d": -0.017748529883969244, "ret_signed_m1d": -0.017748529883969244, "alpha_spy_m1d": -0.0004201284985532183, "alpha_c_m1d": -0.013641012856213441, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004107517027755803, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027444506340547292, "ret_signed_p1d": -0.027444506340547292, "alpha_spy_p1d": -0.02148294349631319, "alpha_c_p1d": -0.04219433053638855, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.014749824195841255, "ret_p1w": -0.06540673199735547, "ret_signed_p1w": -0.06540673199735547, "alpha_spy_p1w": -0.05411642144612372, "alpha_c_p1w": -0.0715327716612324, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.0061260396638769254, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3063, -0.3154, -0.3214, -0.3071, -0.3242, -0.3191, -0.3846, -0.4233, -0.4804, -0.4366, -0.4398, -0.4286, -0.4286, -0.4227, -0.4127, -0.3947, -0.391, -0.3538, -0.2922, -0.2215, -0.1977, -0.2161, -0.2092, -0.1993, -0.2577, -0.2048, -0.1451, -0.1678, -0.2053, -0.2697, -0.2956, -0.2521, -0.2496, -0.1869, -0.1004, 0.0021, -0.0657, 0.0058, -0.0937, -0.0705, -0.0933, -0.0403, -0.13, -0.1707, -0.2154, -0.1338, -0.0459, -0.0661, -0.0661, -0.0176, 0.1149, 0.0526, 0.0442, 0.0736, 0.0945, 0.0761, 0.0166, -0.1068, -0.0273, -0.1122, -0.1533, -0.068, -0.0177, 0.0, -0.0274, -0.045, -0.0146, -0.0146, -0.0654, -0.1007, -0.1734, -0.2154, -0.2242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066273838732558700", "ticker_idx": 2, "ts": "2026-06-14T21:37:27+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR underrated name.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on neocloud/data center names: NBIS as top pick, IREN undervalued, CIFR underrated, KEEL potential massive re-rate.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m starting to grow increasingly interested in neocloud and data center names again.\n\n$NBIS is king.\n$IREN seems undervalued?\n$CIFR underrated name.\n$KEEL feels like a massive re-rate possible?", "reply_text": null, "parent_text": null, "quoted_text": "For once I agree. Neoclouds will rerate", "parent_author": null, "ret_m1d": -0.05877835752153715, "ret_signed_m1d": -0.05877835752153715, "alpha_spy_m1d": -0.041449956136121124, "alpha_c_m1d": -0.022332249532006965, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006915036230463745, "ret_signed_p1d": 0.006915036230463745, "alpha_spy_p1d": 0.012876599074697848, "alpha_c_p1d": 0.034810127745799724, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.08106026305583036, "ret_signed_p1w": 0.08106026305583036, "alpha_spy_p1w": 0.09235057360706211, "alpha_c_p1w": 0.07798861679936442, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4364, -0.4376, -0.4618, -0.428, -0.4284, -0.3899, -0.4487, -0.472, -0.5384, -0.5056, -0.5144, -0.5075, -0.5075, -0.4871, -0.4618, -0.4076, -0.3715, -0.365, -0.3177, -0.2912, -0.3085, -0.3338, -0.2559, -0.2589, -0.307, -0.2532, -0.282, -0.3008, -0.3023, -0.3369, -0.35, -0.3185, -0.3454, -0.3127, -0.151, -0.1583, -0.2053, -0.2105, -0.2209, -0.2294, -0.184, -0.1437, -0.219, -0.2655, -0.2778, -0.2516, -0.1733, -0.156, -0.156, -0.1156, -0.0334, -0.0553, -0.0914, -0.0776, 0.01, 0.0081, -0.0184, -0.1375, -0.0668, -0.1151, -0.1925, -0.1306, -0.0588, 0.0, 0.0069, 0.0123, 0.121, 0.121, 0.0811, 0.0619, 0.0073, -0.0134, -0.0035, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066273838732558700", "ticker_idx": 3, "ts": "2026-06-14T21:37:27+00:00", "symbol": "KEEL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KEEL feels like a massive re-rate possible?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on neocloud/data center names: NBIS as top pick, IREN undervalued, CIFR underrated, KEEL potential massive re-rate.", "resolved_tickers": ["KEEL"], "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": "quote", "lang": "en", "tweet_text": "I’m starting to grow increasingly interested in neocloud and data center names again.\n\n$NBIS is king.\n$IREN seems undervalued?\n$CIFR underrated name.\n$KEEL feels like a massive re-rate possible?", "reply_text": null, "parent_text": null, "quoted_text": "For once I agree. Neoclouds will rerate", "parent_author": null, "ret_m1d": -0.012367437581508822, "ret_signed_m1d": -0.012367437581508822, "alpha_spy_m1d": 0.0049609638039072035, "alpha_c_m1d": 0.024078670408021363, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05300356869656642, "ret_signed_p1d": 0.05300356869656642, "alpha_spy_p1d": 0.05896513154080052, "alpha_c_p1d": 0.0808986602119024, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.17667844999275473, "ret_signed_p1w": 0.17667844999275473, "alpha_spy_p1w": 0.18796876054398648, "alpha_c_p1w": 0.17360680373628878, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5901, -0.5777, -0.6166, -0.5919, -0.6095, -0.6095, -0.6378, -0.6555, -0.6749, -0.6555, -0.6502, -0.6502, -0.6502, -0.6184, -0.6396, -0.6272, -0.629, -0.6219, -0.5848, -0.4982, -0.4982, -0.5159, -0.4912, -0.4912, -0.5053, -0.4629, -0.4276, -0.4187, -0.4452, -0.4894, -0.5159, -0.4647, -0.4541, -0.4258, -0.3763, -0.2721, -0.2915, -0.2986, -0.2403, -0.2809, -0.2668, -0.1855, -0.2244, -0.2615, -0.2562, -0.2527, -0.1802, -0.1502, -0.1502, -0.0936, -0.0274, -0.0071, 0.0035, 0.0777, 0.0848, 0.0866, 0.0477, -0.0936, 0.0, -0.0424, -0.0724, -0.0247, -0.0124, 0.0, 0.053, 0.0548, 0.1113, 0.1113, 0.1767, 0.1661, 0.0813, 0.0371, 0.0654, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055315618891497554", "ticker_idx": 0, "ts": "2026-05-15T15:53:24+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST HODL", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding OUST (diamond hands / HODL stance).", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "cs", "tweet_text": "@usppdd $OUST HODL https://t.co/562JAN4CbR", "reply_text": null, "parent_text": "Diamond hands $OUST https://t.co/21VUQTaheG", "quoted_text": null, "parent_author": "usppdd", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.01217581077006713, "alpha_c_m1d": -0.01838195717694946, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01838195717694946, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11818705585478329, "ret_signed_p1d": -0.11818705585478329, "alpha_spy_p1d": -0.11748354653705151, "alpha_c_p1d": -0.10740753446657303, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.010779521388210256, "ret_p1w": 0.062248942368088755, "ret_signed_p1w": 0.062248942368088755, "alpha_spy_p1w": 0.053495889039963274, "alpha_c_p1w": 0.038817676052979255, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0234312663151095, "ret_p1m": 0.29604129415189195, "ret_signed_p1m": 0.29604129415189195, "alpha_spy_p1m": 0.2748553817562698, "alpha_c_p1m": 0.2079328128345177, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.08810848131737425, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29604129415189195, "alpha_spy_stated": 0.2748553817562698, "alpha_c_stated": 0.2079328128345177, "price_path": [-0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049076432874156220", "ticker_idx": 0, "ts": "2026-04-28T10:41:06+00:00", "symbol": "FTC.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "good place to start adding in imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sees FTC's 15% pullback to golden-pocket fib as a buying opportunity; recommends adding.", "resolved_tickers": ["FTC.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "as predicted: $FTC is taking a cooldown.\n\n15% correction from ATH yesterday.\n\nnice bounce off of golden pocket 1.618 fib shows strength being found.\n\ngood place to start adding in imo… https://t.co/0xZLvi5aCA", "reply_text": null, "parent_text": null, "quoted_text": "Filtronic plc (LSE: $FTC): Valuation & Strategic Overview\n\nI've had a lot of questions surrounding valuation at current time. Here's what Gemini thinks:\n\nThis overview synthesizes the transformational growth trajectory, current technical positioning, and valuation metrics of https://t.co/7AenrTt22k", "parent_author": null, "ret_m1d": 0.017110266159695797, "ret_signed_m1d": 0.017110266159695797, "alpha_spy_m1d": 0.012220480232064679, "alpha_c_m1d": 0.010049654084497428, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.007060612075198369, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026615969581748944, "ret_signed_p1d": 0.026615969581748944, "alpha_spy_p1d": 0.026770478906734896, "alpha_c_p1d": 0.03628611419721117, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.009670144615462228, "ret_p1w": 0.3307984790874525, "ret_signed_p1w": 0.3307984790874525, "alpha_spy_p1w": 0.31382472262957317, "alpha_c_p1w": 0.32158907820185356, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.009209400885598962, "ret_p1m": 0.479087452471483, "ret_signed_p1m": 0.479087452471483, "alpha_spy_p1m": 0.4246114368413645, "alpha_c_p1m": 0.4322725814916266, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.04681487097985637, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.479087452471483, "alpha_spy_stated": 0.4246114368413645, "alpha_c_stated": 0.4322725814916266, "price_path": [-0.3042, -0.2814, -0.3042, -0.2928, -0.2586, -0.2433, -0.2414, -0.2243, -0.2471, -0.251, -0.2548, -0.251, -0.2243, -0.2357, -0.2205, -0.2319, -0.2357, -0.2471, -0.2395, -0.2395, -0.2471, -0.2319, -0.2395, -0.2852, -0.2471, -0.2586, -0.2719, -0.3194, -0.2738, -0.249, -0.2586, -0.27, -0.2947, -0.289, -0.2985, -0.3555, -0.3878, -0.3536, -0.3536, -0.3004, -0.3042, -0.289, -0.2852, -0.27, -0.2357, -0.2205, -0.2205, -0.2205, -0.2243, -0.1939, -0.2243, -0.2395, -0.2433, -0.2167, -0.1787, -0.1597, -0.1141, -0.0684, -0.0494, 0.0228, 0.076, 0.1255, 0.0171, 0.0, 0.0266, 0.1065, 0.0913, 0.0913, 0.3308, 0.2928, 0.5399, 0.4449, 0.424, 0.3612, 0.5323, 0.5513, 0.5399, 0.5627, 0.7091, 0.7833, 0.5399, 0.4411, 0.4411, 0.5589, 0.4791, 0.3878, 0.4829, 0.5019, 0.3688, 0.0913, 0.2395, 0.2928, 0.4829, 0.2928, 0.1977, 0.1787, 0.2357, 0.2795, 0.4316, 0.4068, 0.4068, 0.4335, 0.4449, 0.2928, 0.1787, 0.0646, -0.1255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1999531720551301550", "ticker_idx": 0, "ts": "2025-12-12T17:28:06+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Real show of strength $ONDS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on ONDS; calls it a real show of strength.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Real show of strength $ONDS https://t.co/jG7RScxzut", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.030857195172991014, "ret_signed_m1d": 0.030857195172991014, "alpha_spy_m1d": 0.019988255941669975, "alpha_c_m1d": 0.019988255941669975, "bench_spy_m1d": 0.01086893923132104, "bench_c_m1d": 0.01086893923132104, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12114285060337615, "ret_signed_p1d": -0.12114285060337615, "alpha_spy_p1d": -0.11963204205315836, "alpha_c_p1d": -0.11963204205315836, "bench_spy_p1d": -0.0015108085502177904, "bench_c_p1d": -0.0015108085502177904, "ret_p1w": 0.053714316231863846, "ret_signed_p1w": 0.053714316231863846, "alpha_spy_p1w": 0.052480538896357176, "alpha_c_p1w": 0.052480538896357176, "bench_spy_p1w": 0.0012337773355066695, "bench_c_p1w": 0.0012337773355066695, "ret_p1m": 0.5074285234723772, "ret_signed_p1m": 0.5074285234723772, "alpha_spy_p1m": 0.4847605278261633, "alpha_c_p1m": 0.4847605278261633, "bench_spy_p1m": 0.022667995646213912, "bench_c_p1m": 0.022667995646213912, "ret_p3m": 0.1234285627092635, "ret_signed_p3m": 0.1234285627092635, "alpha_spy_p3m": 0.12846179291489124, "alpha_c_p3m": 0.12846179291489124, "bench_spy_p3m": -0.005033230205627737, "bench_c_p3m": -0.005033230205627737, "ret_p6m": 0.17714287894112712, "ret_signed_p6m": 0.17714287894112712, "alpha_spy_p6m": 0.08668717748707877, "alpha_c_p6m": 0.08668717748707877, "bench_spy_p6m": 0.09045570145404835, "bench_c_p6m": 0.09045570145404835, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5074285234723772, "alpha_spy_stated": 0.4847605278261633, "alpha_c_stated": 0.4847605278261633, "price_path": [-0.304, -0.3029, -0.2457, -0.232, -0.1703, -0.0994, -0.16, -0.1143, -0.1246, -0.1006, -0.1177, -0.1646, 0.0526, 0.1326, 0.2183, 0.2674, 0.2869, 0.1989, 0.0537, 0.2354, 0.1897, 0.0869, -0.0629, -0.1303, -0.112, -0.1783, -0.2297, -0.1931, -0.1474, -0.1394, -0.224, -0.2286, -0.2811, -0.264, -0.2971, -0.3189, -0.3143, -0.4, -0.336, -0.328, -0.3371, -0.3703, -0.2503, -0.1794, -0.2851, -0.104, -0.1429, -0.2834, -0.2303, -0.0034, -0.0354, -0.0583, -0.0583, -0.0971, -0.1337, -0.0777, 0.0194, 0.0503, 0.0366, 0.0309, 0.0549, -0.0486, 0.0309, 0.0, -0.1211, -0.0754, -0.1577, -0.1086, 0.0537, 0.0594, 0.024, 0.0434, 0.0434, -0.0309, -0.0331, 0.0274, 0.1154, 0.1154, 0.2594, 0.432, 0.4674, 0.392, 0.6011, 0.5646, 0.5074, 0.5874, 0.5497, 0.4651, 0.3897, 0.3897, 0.5006, 0.4343, 0.4423, 0.3909, 0.2754, 0.4011, 0.4023, 0.288, 0.184, 0.216, 0.3006, 0.1063, -0.0309, 0.1074, 0.1817, 0.1063, 0.0549, 0.0251, 0.064, 0.064, 0.1486, 0.2651, 0.3017, 0.1463, 0.1646, 0.1886, 0.1771, 0.1943, 0.152, 0.2194, 0.1451, 0.2011, 0.1989, 0.1234, 0.1109, 0.144, 0.1234, 0.1806, 0.1611, 0.2034, 0.2891, 0.2377, 0.2286, 0.1497, 0.2457, 0.2206, 0.1783, 0.0789, 0.0057, -0.0686, 0.0331, 0.0069, 0.0971, 0.0971, 0.088, 0.0891, 0.08, 0.0446, 0.0434, 0.0823, 0.0743, 0.1463, 0.1657, 0.1429, 0.2263, 0.2423, 0.264, 0.2046, 0.2057, 0.2514, 0.1977, 0.0846, 0.1474, 0.1794, 0.112, 0.0663, 0.0674, 0.016, 0.0354, 0.0766, 0.0331, 0.0126, 0.2811, 0.2137, 0.1086, 0.0429, 0.0697, 0.0491, 0.0354, 0.0354, 0.1166, 0.2343, 0.5143, 0.5109, 0.5383, 0.552, 0.3269, 0.368, 0.192, 0.1771]}
{"unit_id": "orig:2008190117501170046", "ticker_idx": 0, "ts": "2026-01-05T14:53:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What's the easiest 2x in the markets for 2026? For me, it's $IREN or $NBIS.", "tweet_type": "prediction", "timeline": "months", "summary": "Expects IREN and NBIS each to double by 2026; named as the easiest 2x in the market.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "What’s the easiest 2x in the markets for 2026?\n\nFor me, it’s $IREN or $NBIS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11484246937744758, "ret_signed_m1d": -0.11484246937744758, "alpha_spy_m1d": -0.1082263271467172, "alpha_c_m1d": -0.09346349861744296, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.021378970760004612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04830020211410457, "ret_signed_p1d": -0.04830020211410457, "alpha_spy_p1d": -0.054247360413475665, "alpha_c_p1d": -0.053110525375478, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.004810323261373428, "ret_p1w": 0.043325043115013395, "ret_signed_p1w": 0.043325043115013395, "alpha_spy_p1w": 0.03250673961472317, "alpha_c_p1w": 0.05829029522683049, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.014965252111817096, "ret_p1m": 0.12748751030675964, "ret_signed_p1m": 0.12748751030675964, "alpha_spy_p1m": 0.12485565007639998, "alpha_c_p1m": 0.17380863647025813, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -0.04632112616349848, "ret_p3m": -0.2792288713106703, "ret_signed_p3m": -0.2792288713106703, "alpha_spy_p3m": -0.23546261847186045, "alpha_c_p3m": -0.1661805849797634, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.11304828633090691, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12748751030675964, "alpha_spy_stated": 0.12485565007639998, "alpha_c_stated": 0.17380863647025813, "price_path": [0.2456, 0.3236, 0.239, 0.3296, 0.442, 0.4092, 0.2817, 0.2587, 0.2276, 0.1442, 0.0744, 0.158, 0.3039, 0.3472, 0.2939, 0.2525, 0.2069, 0.2593, 0.4044, 0.3812, 0.584, 0.3881, 0.2931, 0.2473, 0.1895, 0.1546, 0.0085, -0.0388, -0.0172, 0.0126, -0.05, -0.0989, -0.124, 0.0052, -0.016, 0.0044, 0.0044, -0.0089, 0.0052, -0.1476, -0.0887, -0.0371, -0.0732, -0.0394, -0.029, -0.0896, -0.0891, -0.1681, -0.2645, -0.2415, -0.2998, -0.2579, -0.1725, -0.1285, -0.1279, -0.1298, -0.1298, -0.1646, -0.183, -0.2061, -0.217, -0.217, -0.1148, 0.0, -0.0483, -0.0957, -0.0531, -0.0458, 0.0433, 0.0985, 0.0962, 0.0757, 0.1986, 0.1986, 0.1248, 0.1086, 0.0833, 0.175, 0.0854, 0.2436, 0.3047, 0.2405, 0.114, 0.1003, 0.1275, -0.0684, -0.1752, -0.1329, -0.0433, -0.1101, -0.1155, -0.1702, -0.1248, -0.1248, -0.1507, -0.1277, -0.1026, -0.1712, -0.1219, -0.0578, -0.0873, -0.0829, -0.1511, -0.142, -0.1947, -0.0912, -0.1682, -0.2392, -0.1949, -0.2098, -0.1298, -0.1424, -0.1381, -0.0684, -0.1095, -0.125, -0.1364, -0.1441, -0.126, -0.1476, -0.1412, -0.2237, -0.2726, -0.3445, -0.2894, -0.2933, -0.2792, -0.2792, -0.2718, -0.2591, -0.2365, -0.2318, -0.1849, -0.1072, -0.018, 0.012, -0.0112, -0.0025, 0.01, -0.0636, 0.0031, 0.0784, 0.0498, 0.0025, -0.0788, -0.1115, -0.0566, -0.0535, 0.0257, 0.1347, 0.2641, 0.1785, 0.2687, 0.1432, 0.1725, 0.1437, 0.2106, 0.0974, 0.046, -0.0104, 0.0927, 0.2036, 0.1781, 0.1781, 0.2392, 0.4063, 0.3277, 0.3172, 0.3543, 0.3806, 0.3574, 0.2823, 0.1267, 0.227, 0.1198, 0.068, 0.1756, 0.239, 0.2614, 0.2268, 0.2046, 0.243, 0.243, 0.1789, 0.1343, 0.0427, -0.0104, -0.0214, null, null]}
{"unit_id": "orig:2008190117501170046", "ticker_idx": 1, "ts": "2026-01-05T14:53:29+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What's the easiest 2x in the markets for 2026? For me, it's $IREN or $NBIS.", "tweet_type": "prediction", "timeline": "months", "summary": "Expects IREN and NBIS each to double by 2026; named as the easiest 2x in the market.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "What’s the easiest 2x in the markets for 2026?\n\nFor me, it’s $IREN or $NBIS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03102450528929157, "ret_signed_m1d": -0.03102450528929157, "alpha_spy_m1d": -0.0244083630585612, "alpha_c_m1d": -0.023805863091072688, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.007218642198218883, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07982328866265265, "ret_signed_p1d": 0.07982328866265265, "alpha_spy_p1d": 0.07387613036328156, "alpha_c_p1d": 0.08339011955959863, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.0035668308969459828, "ret_p1w": 0.15619950138953098, "ret_signed_p1w": 0.15619950138953098, "alpha_spy_p1w": 0.14538119788924075, "alpha_c_p1w": 0.15789800160269885, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.001698500213167864, "ret_p1m": -0.03102450528929157, "ret_signed_p1m": -0.03102450528929157, "alpha_spy_p1m": -0.03365636551965123, "alpha_c_p1m": -0.030939590053986388, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -8.491523530518297e-05, "ret_p3m": 0.17225032369244597, "ret_signed_p3m": 0.17225032369244597, "alpha_spy_p3m": 0.21601657653125583, "alpha_c_p3m": 0.2206031962191024, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04835287252665643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03102450528929157, "alpha_spy_stated": -0.03365636551965123, "alpha_c_stated": -0.030939590053986388, "price_path": [0.3142, 0.4288, 0.3959, 0.4592, 0.3805, 0.3555, 0.3254, 0.222, 0.1742, 0.1233, 0.0624, 0.1436, 0.2632, 0.3512, 0.3124, 0.3476, 0.3377, 0.4092, 0.2977, 0.1908, 0.2604, 0.1789, 0.1988, 0.1844, 0.1012, 0.0165, -0.0452, -0.1001, -0.0738, -0.0247, 0.0241, -0.0882, -0.1031, -0.01, -0.0426, 0.02, 0.02, 0.022, 0.0789, 0.039, 0.0656, 0.1074, 0.0561, 0.0808, 0.0386, 0.0082, 0.0156, -0.0554, -0.1259, -0.128, -0.1872, -0.1588, -0.0363, 0.0043, -0.0302, -0.0183, -0.0183, -0.0564, -0.0731, -0.0825, -0.0983, -0.0983, -0.031, 0.0, 0.0798, 0.0364, 0.0482, 0.0549, 0.1562, 0.1357, 0.0986, 0.1191, 0.1713, 0.1713, 0.0696, 0.0651, 0.0433, 0.018, -0.0148, 0.0543, 0.0819, 0.0224, -0.0823, -0.0503, -0.031, -0.1125, -0.2042, -0.0725, 0.0005, -0.0112, -0.0455, -0.0334, 0.0558, 0.0558, 0.0505, 0.0966, 0.1592, 0.0548, 0.0838, 0.105, 0.1432, 0.1298, -0.0177, -0.0196, -0.065, 0.0533, 0.0304, -0.0377, 0.0227, 0.0388, 0.2065, 0.1638, 0.2167, 0.3988, 0.2532, 0.2772, 0.3091, 0.267, 0.2297, 0.2379, 0.2398, 0.1415, 0.0861, -0.0061, 0.1177, 0.0982, 0.1723, 0.1723, 0.2123, 0.2647, 0.3465, 0.4686, 0.5617, 0.665, 0.7445, 0.7965, 0.7811, 0.6928, 0.7145, 0.6864, 0.682, 0.6921, 0.5853, 0.5616, 0.4598, 0.521, 0.4891, 0.6642, 0.9005, 0.8951, 1.1016, 0.9904, 0.9072, 1.0047, 0.9294, 1.2328, 1.3823, 1.3693, 1.153, 1.13, 1.0664, 1.3692, 1.3136, 1.3136, 1.2413, 1.2446, 1.4382, 1.4894, 1.8494, 1.8071, 1.7112, 1.7973, 1.4541, 1.3484, 1.3712, 1.2804, 1.3941, 1.5031, 1.8016, 1.8558, 2.0261, 2.0883, 2.0883, 2.0552, 1.9651, 1.7972, 1.7645, 1.5886, null, null]}
{"unit_id": "orig:1999544473349439598", "ticker_idx": 0, "ts": "2025-12-12T18:18:46+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ORCL ANNOUNCES NO DELAYS\n\nWE'RE SO BACK!!!!!!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish ORCL reaction to no-delays announcement; enthusiastic forward endorsement.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "HOLY REBOUND HAHAHAHA\n\n$ORCL ANNOUNCES NO DELAYS\n\nWE’RE SO BACK!!!!!! https://t.co/ojF0kIL5t7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04674420232241672, "ret_signed_m1d": 0.04674420232241672, "alpha_spy_m1d": 0.03587526309109568, "alpha_c_m1d": 0.03587526309109568, "bench_spy_m1d": 0.01086893923132104, "bench_c_m1d": 0.01086893923132104, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026583191596072808, "ret_signed_p1d": -0.026583191596072808, "alpha_spy_p1d": -0.025072383045855018, "alpha_c_p1d": -0.025072383045855018, "bench_spy_p1d": -0.0015108085502177904, "bench_c_p1d": -0.0015108085502177904, "ret_p1w": 0.010527941460989343, "ret_signed_p1w": 0.010527941460989343, "alpha_spy_p1w": 0.009294164125482673, "alpha_c_p1w": 0.009294164125482673, "bench_spy_p1w": 0.0012337773355066695, "bench_c_p1w": 0.0012337773355066695, "ret_p1m": 0.0802813420642301, "ret_signed_p1m": 0.0802813420642301, "alpha_spy_p1m": 0.05761334641801619, "alpha_c_p1m": 0.05761334641801619, "bench_spy_p1m": 0.022667995646213912, "bench_c_p1m": 0.022667995646213912, "ret_p3m": -0.1390683760587058, "ret_signed_p3m": -0.1390683760587058, "alpha_spy_p3m": -0.13403514585307807, "alpha_c_p3m": -0.13403514585307807, "bench_spy_p3m": -0.005033230205627737, "bench_c_p3m": -0.005033230205627737, "ret_p6m": 0.1218702303586745, "ret_signed_p6m": 0.1218702303586745, "alpha_spy_p6m": 0.03141452890462615, "alpha_c_p6m": 0.03141452890462615, "bench_spy_p6m": 0.09045570145404835, "bench_c_p6m": 0.09045570145404835, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0802813420642301, "alpha_spy_stated": 0.05761334641801619, "alpha_c_stated": 0.05761334641801619, "price_path": [0.6114, 0.5839, 0.5587, 0.622, 0.7244, 0.6491, 0.6209, 0.5309, 0.4895, 0.4859, 0.4779, 0.5187, 0.5175, 0.5036, 0.5323, 0.4936, 0.5167, 0.5632, 0.5421, 0.6214, 0.5739, 0.5983, 0.6476, 0.5335, 0.4591, 0.4484, 0.4353, 0.4743, 0.4914, 0.4813, 0.4783, 0.4492, 0.3523, 0.3824, 0.3573, 0.3064, 0.3176, 0.2834, 0.2595, 0.2677, 0.2431, 0.1949, 0.1453, 0.1731, 0.1573, 0.1607, 0.1872, 0.1091, 0.0463, 0.0543, 0.0372, 0.0789, 0.0789, 0.0631, 0.0577, 0.0586, 0.0935, 0.1282, 0.1453, 0.1609, 0.1661, 0.1739, 0.0467, 0.0, -0.0266, -0.0069, -0.0606, -0.0523, 0.0105, 0.0443, 0.0283, 0.0396, 0.0396, 0.0422, 0.0285, 0.0381, 0.026, 0.026, 0.0302, 0.0138, 0.0199, 0.0151, -0.0017, 0.0478, 0.0803, 0.0677, 0.0219, 0.002, 0.0086, 0.0086, -0.0504, -0.0823, -0.0596, -0.065, -0.0371, -0.0769, -0.088, -0.108, -0.1314, -0.1552, -0.1837, -0.2259, -0.2797, -0.2462, -0.1735, -0.1561, -0.1705, -0.1741, -0.1548, -0.1548, -0.1874, -0.1757, -0.1738, -0.2184, -0.2542, -0.2287, -0.2195, -0.2067, -0.2326, -0.2123, -0.2135, -0.1958, -0.183, -0.1927, -0.2001, -0.2115, -0.1391, -0.16, -0.1813, -0.1768, -0.1836, -0.193, -0.1792, -0.21, -0.1854, -0.2237, -0.2293, -0.2463, -0.2629, -0.2674, -0.2236, -0.2335, -0.2274, -0.2274, -0.2319, -0.2444, -0.2418, -0.2698, -0.2686, -0.1758, -0.1367, -0.1006, -0.0555, -0.0728, -0.0595, -0.0405, -0.0069, -0.0664, -0.0823, -0.0839, -0.121, -0.1323, -0.1452, -0.0899, -0.0451, -0.0183, 0.0276, 0.0306, 0.0378, 0.0266, -0.0105, 0.005, 0.036, 0.0219, -0.0117, -0.0389, -0.0034, 0.0051, 0.0173, 0.0173, 0.0225, 0.0114, 0.0789, 0.1958, 0.3143, 0.2954, 0.2199, 0.2517, 0.1317, 0.1219]}
{"unit_id": "orig:2025964870680899796", "ticker_idx": 0, "ts": "2026-02-23T16:04:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The risk/reward at $71 vs $99 ATH is too compelling to ignore.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish RKLB into earnings in 3 days; risk/reward at $71 vs $99 ATH seen as compelling despite valuation and execution risks.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB earnings in 3 days and the setup keeps getting better.  \n\nThe bull case: \n→ Revenue expected ~$177M (beat by 2% last quarter) → EPS surprise potential (69% beat last Q) \n→ Neutron timeline update — could accelerate or delay H1 2026 target \n→ HASTE hypersonic mission could launch any day \n→ $1.3B SDA contracts provide multi-year revenue visibility \n→ SpaceX IPO speculation lifting entire sector  \n\nThe bear case: \n→ Neutron tank rupture creates execution risk \n→ Stock trades at ~215x forward revenue \n→ Cash burn remains elevated \n→ Broader market weakness (S&P down 1.1% Friday)  \n\nThe risk/reward at $71 vs $99 ATH is too compelling to ignore.  \n\nMy full pre-earnings thesis drops tomorrow. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009257962318114599, "ret_signed_m1d": 0.009257962318114599, "alpha_spy_m1d": -0.0010587514613711324, "alpha_c_m1d": -0.004469770541478013, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727732859592612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003418286097408685, "ret_signed_p1d": -0.003418286097408685, "alpha_spy_p1d": -0.010686761367607045, "alpha_c_p1d": -0.01571605775143292, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297771654024237, "ret_p1w": 0.01082469941804276, "ret_signed_p1w": 0.01082469941804276, "alpha_spy_p1w": 0.004977656429697275, "alpha_c_p1w": -0.01245511814214062, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.02327981756018338, "ret_p1m": -0.05896595134074034, "ret_signed_p1m": -0.05896595134074034, "alpha_spy_p1m": -0.01877461188089724, "alpha_c_p1m": 0.00034401034212516723, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05930996168286551, "ret_p3m": 0.7867824894472357, "ret_signed_p3m": 0.7867824894472357, "alpha_spy_p3m": 0.6954002553545673, "alpha_c_p3m": 0.8086369959395299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.021854506492294146, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.01082469941804276, "alpha_spy_stated": 0.004977656429697275, "alpha_c_stated": -0.01245511814214062, "price_path": [-0.4028, -0.4028, -0.3998, -0.425, -0.4032, -0.3631, -0.2968, -0.3013, -0.2656, -0.239, -0.1807, -0.0951, -0.1242, -0.2108, -0.2097, -0.2314, -0.1466, 0.0044, 0.1045, 0.0993, 0.0993, 0.0993, 0.0063, -0.0013, 0.0034, -0.0064, -0.0064, 0.0823, 0.1129, 0.2253, 0.1976, 0.1833, 0.2085, 0.252, 0.2332, 0.3075, 0.2927, 0.3716, 0.3716, 0.2699, 0.2508, 0.2531, 0.2662, 0.1463, 0.2391, 0.2615, 0.2203, 0.1404, 0.0561, 0.1575, 0.0413, -0.0554, 0.0301, 0.0802, 0.0259, -0.0084, -0.0598, -0.0395, -0.0395, -0.0046, 0.06, 0.0907, 0.0093, 0.0, -0.0034, -0.0001, 0.0348, -0.0158, 0.0108, -0.0011, 0.0242, -0.003, -0.0014, 0.0181, -0.0182, 0.0249, -0.0262, -0.0256, 0.0157, 0.1194, -0.0104, 0.0245, -0.0424, -0.0315, -0.059, 0.038, -0.0608, -0.1322, -0.1827, -0.0853, -0.0668, -0.0353, -0.0353, -0.0362, -0.0554, -0.0161, -0.0494, -0.0308, 0.0058, 0.0286, 0.0483, 0.1812, 0.2078, 0.2742, 0.234, 0.2824, 0.205, 0.1349, 0.1721, 0.1194, 0.097, 0.1752, 0.1225, 0.1439, 0.1218, 0.2057, 0.1192, 0.5022, 0.6714, 0.6744, 0.7683, 0.8879, 0.7771, 0.8681, 0.8133, 0.9125, 0.7868, 0.9336, 0.9336, 1.0396, 1.1397, 1.1084, 1.0436, 0.7432, 0.7564, 0.6337, 0.7084, 0.5679, 0.6187, 0.5415, 0.4962, 0.6348, 0.4583, 0.556, 0.4902, 0.538, 0.5274, 0.5274, 0.4284, 0.3548, 0.2165, 0.1493, 0.2041, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1992637140128460873", "ticker_idx": 0, "ts": "2025-11-23T16:51:30+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": "HIGHER", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BTC near-term; endorses bulls' case with a decisive upside call.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives HIGHER", "reply_text": null, "parent_text": "$BTC Near term chart update!\n\nBulls now is your chance! https://t.co/nIOMA2hK3T", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.036024184166720374, "ret_signed_m1d": -0.036024184166720374, "alpha_spy_m1d": -0.02151907232931638, "alpha_c_m1d": -0.02151907232931638, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.014505111837403994, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010520742688141405, "ret_signed_p1d": -0.010520742688141405, "alpha_spy_p1d": -0.019926578727434863, "alpha_c_p1d": -0.019926578727434863, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.009405836039293458, "ret_p1w": -0.022079752663862307, "ret_signed_p1w": -0.022079752663862307, "alpha_spy_p1w": -0.03933636234623772, "alpha_c_p1w": -0.03933636234623772, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.017256609682375412, "ret_p1m": -0.009703829631764305, "ret_signed_p1m": -0.009703829631764305, "alpha_spy_p1m": -0.04149969295228917, "alpha_c_p1m": -0.04149969295228917, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.031795863320524864, "ret_p3m": -0.24145126595856914, "ret_signed_p3m": -0.24145126595856914, "alpha_spy_p3m": -0.2680278510330806, "alpha_c_p3m": -0.2680278510330806, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.02657658507451144, "ret_p6m": -0.13050394065405435, "ret_signed_p6m": -0.13050394065405435, "alpha_spy_p6m": -0.23395056004061543, "alpha_c_p6m": -0.23395056004061543, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.10344661938656108, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009703829631764305, "alpha_spy_stated": -0.04149969295228917, "alpha_c_stated": -0.04149969295228917, "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:2008185496858661026", "ticker_idx": 0, "ts": "2026-01-05T14:35:07+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PATH I'm buying more.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long position in UiPath.", "resolved_tickers": ["PATH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PATH I'm buying more. https://t.co/hstLPUr4hR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009357490067330665, "ret_signed_m1d": -0.009357490067330665, "alpha_spy_m1d": -0.002741347836600294, "alpha_c_m1d": -0.002741347836600294, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.006616142230730371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08109789029164349, "ret_signed_p1d": 0.08109789029164349, "alpha_spy_p1d": 0.0751507319922724, "alpha_c_p1d": 0.0751507319922724, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.005947158299371091, "ret_p1w": 0.07548340814986365, "ret_signed_p1w": 0.07548340814986365, "alpha_spy_p1w": 0.06466510464957342, "alpha_c_p1w": 0.06466510464957342, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.010818303500290227, "ret_p1m": -0.2420462197077533, "ret_signed_p1m": -0.2420462197077533, "alpha_spy_p1m": -0.24467807993811297, "alpha_c_p1m": -0.24467807993811297, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.0026318602303596617, "ret_p3m": -0.29881476670914076, "ret_signed_p3m": -0.29881476670914076, "alpha_spy_p3m": -0.2550485138703309, "alpha_c_p3m": -0.2550485138703309, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04376625283880986, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2420462197077533, "alpha_spy_stated": -0.24467807993811297, "alpha_c_stated": -0.24467807993811297, "price_path": [-0.0281, 0.1547, 0.0636, 0.0692, 0.0281, 0.0412, -0.0062, -0.0368, -0.0062, 0.0156, -0.0624, -0.0368, 0.0281, 0.0848, 0.0081, 0.0112, -0.01, -0.0106, -0.01, -0.1098, -0.0923, -0.1179, -0.1079, -0.1142, -0.1036, -0.111, -0.121, -0.1248, -0.1566, -0.1429, -0.1591, -0.2059, -0.1884, -0.1697, -0.151, -0.1522, -0.1522, -0.1354, -0.1192, -0.1079, -0.073, 0.1528, 0.1647, 0.2034, 0.184, 0.1659, 0.1248, 0.0867, 0.0081, 0.0037, -0.0044, -0.0056, 0.0056, 0.0418, -0.0044, 0.0705, 0.0705, 0.0505, 0.0512, 0.0399, 0.0225, 0.0225, -0.0094, 0.0, 0.0811, 0.1129, 0.053, 0.0181, 0.0755, -0.0037, -0.0412, -0.0774, -0.1054, -0.1054, -0.1036, -0.1142, -0.0549, -0.0767, -0.0699, -0.1042, -0.1198, -0.1734, -0.2146, -0.2177, -0.242, -0.2308, -0.2464, -0.1959, -0.189, -0.1921, -0.2707, -0.3026, -0.2938, -0.2938, -0.3175, -0.3075, -0.3007, -0.3263, -0.3656, -0.3699, -0.3799, -0.3319, -0.3306, -0.3325, -0.3113, -0.3094, -0.2795, -0.2601, -0.2533, -0.277, -0.2277, -0.2907, -0.2776, -0.2782, -0.2527, -0.2233, -0.2364, -0.2477, -0.2433, -0.3094, -0.3182, -0.3113, -0.3331, -0.3219, -0.3075, -0.3125, -0.2988, -0.2988, -0.3044, -0.3169, -0.3518, -0.3799, -0.4148, -0.3687, -0.3749, -0.3381, -0.3381, -0.3506, -0.3412, -0.3275, -0.3206, -0.3706, -0.3531, -0.3475, -0.3412, -0.3525, -0.3575, -0.3344, -0.3244, -0.3325, -0.345, -0.3182, -0.3269, -0.335, -0.3755, -0.4092, -0.3968, -0.3593, -0.3362, -0.3419, -0.3281, -0.3406, -0.3182, -0.3182, -0.3082, -0.3038, -0.2776, -0.2689, -0.1828, -0.2402, -0.272, -0.272, -0.2988, -0.3032, -0.3294, -0.3294, -0.3356, -0.3419, -0.3269, -0.3437, -0.3618, -0.3593, -0.3593, -0.3662, -0.3662, -0.3568, -0.3805, -0.3431, null, null]}
{"unit_id": "reply:2012187879037149607", "ticker_idx": 0, "ts": "2026-01-16T15:39:09+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you held this and forgot for 5 years it'll prob be one of the best performing assets", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish MSTR on low mNAV; expects it to be one of the best performing assets over a 5-year hold.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes The mNAV is ridiculously low aswell rn!!\n\nI feel like if you held this and forgot for 5 years it’ll prob be one of the best performing assets", "reply_text": null, "parent_text": "Again, I’m not buying\n\nBut $MSTR at these levels 👀 https://t.co/sCRPW7idP0", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": -0.016118835665984044, "ret_signed_m1d": -0.016118835665984044, "alpha_spy_m1d": -0.01695744352902606, "alpha_c_m1d": -0.01695744352902606, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": 0.000838607863042018, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.061021275078158355, "ret_signed_p1w": -0.061021275078158355, "alpha_spy_p1w": -0.05750795790899976, "alpha_c_p1w": -0.05750795790899976, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": -0.003513317169158592, "ret_p1m": -0.22929019798302197, "ret_signed_p1m": -0.22929019798302197, "alpha_spy_p1m": -0.21496236130299007, "alpha_c_p1m": -0.21496236130299007, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": -0.014327836680031902, "ret_p3m": -0.17368034230422902, "ret_signed_p3m": -0.17368034230422902, "alpha_spy_p3m": -0.1884152848219316, "alpha_c_p3m": -0.1884152848219316, "bench_spy_p3m": 0.014734942517702576, "bench_c_p3m": 0.014734942517702576, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.738, 0.6165, 0.6402, 0.6642, 0.7019, 0.6386, 0.5852, 0.4655, 0.5515, 0.5236, 0.4219, 0.468, 0.3655, 0.3927, 0.3752, 0.3318, 0.293, 0.2005, 0.1499, 0.125, 0.1905, 0.0736, 0.0197, -0.0185, 0.0307, -0.0088, 0.0111, 0.0111, 0.02, -0.0132, 0.0439, 0.0845, 0.0708, 0.0304, 0.0575, 0.088, 0.0629, 0.0552, 0.0158, -0.067, -0.0357, -0.0767, -0.0891, -0.0512, -0.0541, -0.0911, -0.0864, -0.0864, -0.0858, -0.1055, -0.1042, -0.1253, -0.1253, -0.0953, -0.0518, -0.0906, -0.0684, -0.0388, -0.0943, -0.0661, -0.0041, 0.0324, -0.0161, 0.0, 0.0, -0.0776, -0.057, -0.0733, -0.061, -0.0756, -0.0698, -0.0878, -0.1757, -0.1382, -0.1962, -0.2329, -0.2569, -0.3841, -0.2232, -0.203, -0.2344, -0.2743, -0.2919, -0.2293, -0.2293, -0.2593, -0.2793, -0.2548, -0.2456, -0.2878, -0.2827, -0.2191, -0.2321, -0.2545, -0.2076, -0.2362, -0.157, -0.1952, -0.2313, -0.2001, -0.2029, -0.2037, -0.2094, -0.196, -0.1508, -0.1349, -0.1908, -0.2042, -0.219, -0.2044, -0.2156, -0.1991, -0.2348, -0.2745, -0.3009, -0.2816, -0.2932, -0.3102, -0.3102, -0.2649, -0.2878, -0.2614, -0.2582, -0.2595, -0.238, -0.209, -0.1737, -0.1426, -0.0414, -0.0167, -0.0561, 0.0325, -0.0071, -0.0155, -0.026, -0.0461, -0.0893, -0.0476, 0.0199, 0.0581, 0.0759, 0.0755, 0.0353, 0.0799, 0.128, 0.0617, 0.0249, 0.0763, 0.0214, -0.0408, -0.0523, -0.0455, -0.051, -0.0796, -0.0796, -0.0793, -0.1123, -0.1271, -0.0842, -0.1378, -0.2166, -0.2715, -0.2553, -0.3067, -0.2677, -0.3263, -0.336, -0.3083, -0.2863, -0.2451, -0.293, -0.329, -0.3522, -0.3522, -0.3699, -0.4022, -0.4581, -0.5088, -0.5262, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2009565976002490689", "ticker_idx": 0, "ts": "2026-01-09T10:00:39+00:00", "symbol": "STRC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$STRC is the future", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish STRC; calls it the future amid BTC/MSTR weakness.", "resolved_tickers": ["STRC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "$STRC is the future", "reply_text": null, "parent_text": null, "quoted_text": "$MSTR dump! BTC dump! \n\nBut... look at $STRC\n\nIt's working well! https://t.co/RbOZkeKsGd", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.006569933510320869, "alpha_c_m1d": 0.006569933510320869, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.006569933510320869, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00039995213502130866, "ret_signed_p1d": 0.00039995213502130866, "alpha_spy_p1d": -0.0011704808656425314, "alpha_c_p1d": -0.0011704808656425314, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.00157043300066384, "ret_p1w": 0.009048533262403069, "ret_signed_p1w": 0.009048533262403069, "alpha_spy_p1w": 0.012520830997545862, "alpha_c_p1w": 0.012520830997545862, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.003472297735142793, "ret_p1m": 0.0061225804006810325, "ret_signed_p1m": 0.0061225804006810325, "alpha_spy_p1m": 0.006295501305280116, "alpha_c_p1m": 0.006295501305280116, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": -0.00017292090459908316, "ret_p3m": 0.02834884972553997, "ret_signed_p3m": 0.02834884972553997, "alpha_spy_p3m": 0.05170926162384193, "alpha_c_p3m": 0.05170926162384193, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.023360411898301958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0061225804006810325, "alpha_spy_stated": 0.006295501305280116, "alpha_c_stated": 0.006295501305280116, "price_path": [-0.0383, -0.034, -0.0446, -0.0437, -0.0317, -0.0316, -0.0366, -0.0312, -0.0308, -0.0329, -0.0319, -0.0307, -0.029, -0.0242, -0.022, -0.0207, -0.018, -0.0192, -0.0262, -0.0185, -0.0181, -0.018, -0.0316, -0.0315, -0.063, -0.0451, -0.0629, -0.0808, -0.0551, -0.0452, -0.0461, -0.0374, -0.0374, -0.0424, -0.0449, -0.0311, -0.0272, -0.0272, -0.0273, -0.0239, -0.0184, -0.0194, -0.0186, -0.0187, -0.0233, -0.0219, -0.027, -0.0213, -0.0129, -0.0109, -0.0103, -0.0107, -0.0107, -0.0088, -0.0124, -0.0105, -0.0123, -0.0123, -0.0036, -0.001, -0.0006, -0.0004, 0.0, 0.0, 0.0004, -0.0001, 0.0002, 0.0088, 0.009, 0.009, 0.0001, 0.0044, 0.006, 0.0039, -0.0006, 0.0005, -0.0012, -0.0093, -0.0012, -0.0006, -0.0066, -0.0113, -0.0549, -0.0036, 0.0061, 0.0056, 0.0089, 0.0093, 0.0165, 0.0165, 0.0117, 0.0134, 0.015, 0.0167, 0.0169, 0.0176, 0.0181, 0.0185, 0.0185, 0.0185, 0.0186, 0.019, 0.0186, 0.0187, 0.0191, 0.0187, 0.0188, 0.0186, 0.0258, 0.0266, 0.0271, 0.0239, 0.023, 0.0237, 0.0269, 0.0278, 0.0277, 0.028, 0.0274, 0.028, 0.0286, 0.0283, 0.0283, 0.0283, 0.0283, 0.0283, 0.0283, 0.0283, 0.0283, 0.0283, 0.0283, 0.0312, 0.0285, 0.0301, 0.0312, 0.0309, 0.0325, 0.0341, 0.0334, 0.0326, 0.0326, 0.0328, 0.0357, 0.0368, 0.0378, 0.0379, 0.038, 0.0379, 0.0382, 0.0383, 0.0382, 0.0383, 0.0383, 0.0398, 0.0338, 0.0378, 0.0395, 0.0412, 0.041, 0.041, 0.0428, 0.0396, 0.0333, 0.0378, 0.0281, 0.0138, -0.0077, 0.0003, -0.0209, 0.0153, 0.0083, 0.0044, 0.0115, -0.0062, 0.0082, -0.0279, -0.0575, -0.0618, -0.0618, -0.0597, -0.0754, -0.1439, -0.1984, -0.2103, null, null, null, null, null, null]}
{"unit_id": "quote:2064403931329888314", "ticker_idx": 0, "ts": "2026-06-09T17:47:06+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Full conviction in $OUST", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Despite ~20% portfolio drawdown, maintains full conviction long in OUST.", "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 post is a great and timely reminder on days like today. My port is down almost 20% since last week highs.\n\nFull conviction in $OUST. https://t.co/b8UyZwcndp", "reply_text": null, "parent_text": null, "quoted_text": "I’ve got an unpopular opinion.\n\nDays like today are brutal. $OUST is down 14%.\n\nI’ve had a massive slice taken out of my profits.\n\nBut today’s like today are actually THE MOST important for any long-term investor.\n\nThey ground you.\n\nThey humble you.\n\nThey remove all of the https://t.co/54q3oNIWVR", "parent_author": null, "ret_m1d": 0.06126688946795977, "ret_signed_m1d": 0.06126688946795977, "alpha_spy_m1d": 0.05832279667835105, "alpha_c_m1d": 0.042403192064615736, "bench_spy_m1d": 0.002944092789608721, "bench_c_m1d": 0.018863697403344037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003374897886041728, "ret_signed_p1d": -0.003374897886041728, "alpha_spy_p1d": 0.01239066462198557, "alpha_c_p1d": 0.019527138937934674, "bench_spy_p1d": -0.015765562508027298, "bench_c_p1d": -0.0229020368239764, "ret_p1w": 0.1092938482461554, "ret_signed_p1w": 0.1092938482461554, "alpha_spy_p1w": 0.09127602694123849, "alpha_c_p1w": 0.07792807399461088, "bench_spy_p1w": 0.018017821304916914, "bench_c_p1w": 0.03136577425154452, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4143, -0.4426, -0.447, -0.4447, -0.4616, -0.4533, -0.4795, -0.4502, -0.466, -0.4751, -0.4987, -0.5415, -0.5683, -0.5231, -0.5166, -0.494, -0.494, -0.4987, -0.4982, -0.474, -0.48, -0.4629, -0.432, -0.392, -0.3655, -0.3725, -0.3702, -0.2954, -0.2832, -0.2793, -0.3144, -0.2674, -0.3011, -0.3217, -0.337, -0.3001, -0.3133, -0.2692, -0.2575, -0.2369, -0.3637, -0.3458, -0.3043, -0.2965, -0.1129, -0.095, -0.095, -0.202, -0.2285, -0.1986, -0.089, -0.0387, -0.0387, 0.1085, 0.1482, 0.0989, 0.1955, 0.1664, 0.195, 0.1412, 0.2225, 0.0301, 0.0613, 0.0, -0.0034, 0.0283, 0.0332, 0.1729, 0.1093, 0.0571, 0.209, 0.209, 0.2378, 0.1724, 0.0569, 0.0857, 0.0909, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040442821660803124", "ticker_idx": 0, "ts": "2026-04-04T14:54:12+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB — The only scaled public launch alternative. Neutron coming.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB, PL, ASTS, and especially VELO as SpaceX IPO supply-chain plays; VELO highlighted as undiscovered given SpaceX's IP dependency.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Nobody is mapping the SpaceX IPO supply chain.\n\nEveryone knows the obvious plays. Here's the full picture:\n🚀 $RKLB — The only scaled public launch alternative. Neutron coming. \n🛰️ $PL — Largest Earth imaging fleet. The data layer SpaceX doesn't own. \n📡 $ASTS — Direct-to-smartphone from space. Connectivity play. \n⚙️ $VELO — Prints 5 structural parts inside every Raptor engine. Already on Raptor 4.\n\n$VELO is the one nobody is talking about.\n\nSpaceX paid $8M to license their IP — and included a bankruptcy clause to keep access even if $VELO goes under.\n\nThat's not a vendor relationship. That's a dependency.\n\nFull thesis 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/zzH5hScNQ9", "parent_author": null, "ret_m1d": 0.0008867325197567943, "ret_signed_m1d": 0.0008867325197567943, "alpha_spy_m1d": 0.005591339654415162, "alpha_c_m1d": 0.005989690730139219, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019949734160634613, "ret_signed_p1d": -0.019949734160634613, "alpha_spy_p1d": -0.020389734725261843, "alpha_c_p1d": -0.017944977346817104, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": 0.04359398045603191, "ret_signed_p1w": 0.04359398045603191, "alpha_spy_p1w": 0.002360504158113841, "alpha_c_p1w": -0.005734615577664526, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.16388361559575904, "ret_signed_p1m": 0.16388361559575904, "alpha_spy_p1m": 0.06548164044083937, "alpha_c_p1m": 0.11649891071753915, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16388361559575904, "alpha_spy_stated": 0.06548164044083937, "alpha_c_stated": 0.11649891071753915, "price_path": [0.2425, 0.2277, 0.2539, 0.299, 0.2794, 0.3566, 0.3412, 0.4231, 0.4231, 0.3176, 0.2978, 0.3001, 0.3137, 0.1893, 0.2857, 0.3089, 0.2661, 0.1832, 0.0958, 0.201, 0.0804, -0.0199, 0.0687, 0.1207, 0.0644, 0.0288, -0.0245, -0.0034, -0.0034, 0.0328, 0.0997, 0.1317, 0.0471, 0.0375, 0.034, 0.0374, 0.0736, 0.0211, 0.0488, 0.0364, 0.0627, 0.0344, 0.0361, 0.0563, 0.0186, 0.0634, 0.0103, 0.0109, 0.0538, 0.1614, 0.0267, 0.063, -0.0065, 0.0049, -0.0236, 0.077, -0.0256, -0.0996, -0.1521, -0.051, -0.0318, 0.0009, 0.0009, 0.0, -0.0199, 0.0208, -0.0137, 0.0056, 0.0436, 0.0672, 0.0876, 0.2255, 0.2531, 0.322, 0.2803, 0.3306, 0.2502, 0.1775, 0.216, 0.1614, 0.1382, 0.2193, 0.1646, 0.1868, 0.1639, 0.2509, 0.1612, 0.5586, 0.7342, 0.7373, 0.8346, 0.9588, 0.8438, 0.9382, 0.8813, 0.9843, 0.8538, 1.0062, 1.0062, 1.1162, 1.22, 1.1875, 1.1203, 0.8086, 0.8224, 0.695, 0.7726, 0.6267, 0.6795, 0.5994, 0.5524, 0.6962, 0.5131, 0.6145, 0.5462, 0.5957, 0.5847, 0.5847, 0.482, 0.4056, 0.2622, 0.1924, 0.2493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040442821660803124", "ticker_idx": 1, "ts": "2026-04-04T14:54:12+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL — Largest Earth imaging fleet. The data layer SpaceX doesn't own.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB, PL, ASTS, and especially VELO as SpaceX IPO supply-chain plays; VELO highlighted as undiscovered given SpaceX's IP dependency.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Nobody is mapping the SpaceX IPO supply chain.\n\nEveryone knows the obvious plays. Here's the full picture:\n🚀 $RKLB — The only scaled public launch alternative. Neutron coming. \n🛰️ $PL — Largest Earth imaging fleet. The data layer SpaceX doesn't own. \n📡 $ASTS — Direct-to-smartphone from space. Connectivity play. \n⚙️ $VELO — Prints 5 structural parts inside every Raptor engine. Already on Raptor 4.\n\n$VELO is the one nobody is talking about.\n\nSpaceX paid $8M to license their IP — and included a bankruptcy clause to keep access even if $VELO goes under.\n\nThat's not a vendor relationship. That's a dependency.\n\nFull thesis 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/zzH5hScNQ9", "parent_author": null, "ret_m1d": 0.024557412881498264, "ret_signed_m1d": 0.024557412881498264, "alpha_spy_m1d": 0.02926202001615663, "alpha_c_m1d": 0.02966037109188069, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004283201291289229, "ret_signed_p1d": 0.004283201291289229, "alpha_spy_p1d": 0.0038432007266619994, "alpha_c_p1d": 0.006287958105106739, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": -0.019988599479994207, "ret_signed_p1w": -0.019988599479994207, "alpha_spy_p1w": -0.06122207577791228, "alpha_c_p1w": -0.06931719551369064, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.06025130162109371, "ret_signed_p1m": 0.06025130162109371, "alpha_spy_p1m": -0.03815067353382595, "alpha_c_p1m": 0.012866596742873826, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06025130162109371, "alpha_spy_stated": -0.03815067353382595, "alpha_c_stated": 0.012866596742873826, "price_path": [-0.3544, -0.3592, -0.3515, -0.2736, -0.277, -0.2367, -0.1925, -0.1782, -0.1782, -0.2005, -0.2467, -0.2559, -0.2307, -0.2613, -0.1985, -0.2039, -0.2476, -0.287, -0.3475, -0.3161, -0.3784, -0.4166, -0.3644, -0.3141, -0.3492, -0.3818, -0.3918, -0.3598, -0.3598, -0.3658, -0.3221, -0.283, -0.3175, -0.321, -0.2944, -0.2967, -0.269, -0.3107, -0.2473, -0.2776, -0.2576, -0.2978, -0.2781, -0.2627, -0.2747, -0.2736, -0.287, -0.2921, -0.2975, -0.2267, -0.2915, -0.2302, -0.034, -0.0343, -0.0911, 0.01, -0.0748, -0.1188, -0.2036, -0.2019, -0.1231, 0.0246, 0.0246, 0.0, 0.0043, 0.0437, -0.0226, -0.01, -0.02, -0.0311, -0.0174, 0.1391, 0.0988, 0.0708, 0.086, 0.1271, 0.0934, 0.012, 0.0123, 0.0003, -0.0268, 0.0557, 0.0537, 0.1005, 0.0603, 0.1334, 0.0063, 0.1148, 0.1947, 0.1616, 0.1633, 0.229, 0.1885, 0.1882, 0.1876, 0.2182, 0.213, 0.2664, 0.2664, 0.3798, 0.4415, 0.4677, 0.4603, 0.3267, 0.3732, 0.2316, 0.243, -0.08, -0.0651, -0.1099, -0.1228, -0.0243, -0.1105, -0.1268, -0.1945, -0.1942, -0.1939, -0.1939, -0.1785, -0.1853, -0.249, -0.243, -0.227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040442821660803124", "ticker_idx": 2, "ts": "2026-04-04T14:54:12+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASTS — Direct-to-smartphone from space. Connectivity play.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB, PL, ASTS, and especially VELO as SpaceX IPO supply-chain plays; VELO highlighted as undiscovered given SpaceX's IP dependency.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Nobody is mapping the SpaceX IPO supply chain.\n\nEveryone knows the obvious plays. Here's the full picture:\n🚀 $RKLB — The only scaled public launch alternative. Neutron coming. \n🛰️ $PL — Largest Earth imaging fleet. The data layer SpaceX doesn't own. \n📡 $ASTS — Direct-to-smartphone from space. Connectivity play. \n⚙️ $VELO — Prints 5 structural parts inside every Raptor engine. Already on Raptor 4.\n\n$VELO is the one nobody is talking about.\n\nSpaceX paid $8M to license their IP — and included a bankruptcy clause to keep access even if $VELO goes under.\n\nThat's not a vendor relationship. That's a dependency.\n\nFull thesis 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/zzH5hScNQ9", "parent_author": null, "ret_m1d": -0.023098775112384895, "ret_signed_m1d": -0.023098775112384895, "alpha_spy_m1d": -0.018394167977726528, "alpha_c_m1d": -0.018394167977726528, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02362617784464327, "ret_signed_p1d": -0.02362617784464327, "alpha_spy_p1d": -0.0240661784092705, "alpha_c_p1d": -0.0240661784092705, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.043877267896125005, "ret_signed_p1w": 0.043877267896125005, "alpha_spy_p1w": 0.002643791598206935, "alpha_c_p1w": 0.002643791598206935, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": -0.3263368782135838, "ret_signed_p1m": -0.3263368782135838, "alpha_spy_p1m": -0.4247388533685035, "alpha_c_p1m": -0.4247388533685035, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3263368782135838, "alpha_spy_stated": -0.4247388533685035, "alpha_c_stated": -0.4247388533685035, "price_path": [-0.0958, -0.0448, 0.0302, 0.0378, -0.022, 0.0043, 0.0679, 0.2211, 0.2211, 0.186, 0.0917, 0.2274, 0.1979, 0.1052, 0.1743, 0.2787, 0.2877, 0.173, 0.1027, 0.221, 0.0917, -0.0162, 0.0736, 0.0771, 0.0154, 0.0223, -0.1328, -0.1297, -0.1297, -0.1242, -0.1095, -0.0887, -0.1541, -0.1151, -0.0948, -0.1313, -0.0955, -0.1648, -0.0832, -0.0225, 0.1063, -0.01, -0.0563, -0.0533, -0.0768, -0.0696, -0.0814, -0.0893, -0.0601, 0.0094, -0.0429, -0.0076, -0.0515, -0.0674, -0.0826, 0.0132, -0.0733, -0.1702, -0.2214, -0.1259, -0.1141, -0.0231, -0.0231, 0.0, -0.0236, 0.0174, -0.0338, 0.0009, 0.0439, -0.0658, -0.0833, -0.0408, -0.0979, -0.1457, -0.1561, -0.1071, -0.1694, -0.1942, -0.1857, -0.2419, -0.2633, -0.2205, -0.2523, -0.2782, -0.3263, -0.2545, -0.3107, -0.2084, -0.1293, -0.2305, -0.2109, -0.1245, -0.1175, -0.0842, -0.0708, -0.0552, 0.015, 0.1165, 0.1165, 0.2625, 0.3669, 0.4038, 0.1962, 0.1143, 0.2464, 0.1363, 0.1316, -0.0128, -0.029, -0.0643, -0.079, 0.029, -0.1308, -0.0764, -0.1325, -0.0989, -0.1492, -0.1492, -0.228, -0.2314, -0.2827, -0.3079, -0.2464, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040442821660803124", "ticker_idx": 3, "ts": "2026-04-04T14:54:12+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$VELO is the one nobody is talking about. SpaceX paid $8M to license their IP — and included a bankruptcy clause to keep access even if $VELO goes under. That's not a vendor relationship. That's a dependency.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB, PL, ASTS, and especially VELO as SpaceX IPO supply-chain plays; VELO highlighted as undiscovered given SpaceX's IP dependency.", "resolved_tickers": ["VELO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Nobody is mapping the SpaceX IPO supply chain.\n\nEveryone knows the obvious plays. Here's the full picture:\n🚀 $RKLB — The only scaled public launch alternative. Neutron coming. \n🛰️ $PL — Largest Earth imaging fleet. The data layer SpaceX doesn't own. \n📡 $ASTS — Direct-to-smartphone from space. Connectivity play. \n⚙️ $VELO — Prints 5 structural parts inside every Raptor engine. Already on Raptor 4.\n\n$VELO is the one nobody is talking about.\n\nSpaceX paid $8M to license their IP — and included a bankruptcy clause to keep access even if $VELO goes under.\n\nThat's not a vendor relationship. That's a dependency.\n\nFull thesis 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/zzH5hScNQ9", "parent_author": null, "ret_m1d": 0.17449336463283394, "ret_signed_m1d": 0.17449336463283394, "alpha_spy_m1d": 0.1791979717674923, "alpha_c_m1d": 0.18026897591881463, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.054374711139915655, "ret_signed_p1d": -0.054374711139915655, "alpha_spy_p1d": -0.054814711704542884, "alpha_c_p1d": -0.05912679354761663, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.13989125001202107, "ret_signed_p1w": 0.13989125001202107, "alpha_spy_p1w": 0.098657773714103, "alpha_c_p1w": 0.07533499177626579, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.3247651924611925, "ret_signed_p1m": 0.3247651924611925, "alpha_spy_p1m": 0.22636321730627285, "alpha_c_p1m": 0.11384251758842434, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3247651924611925, "alpha_spy_stated": 0.22636321730627285, "alpha_c_stated": 0.11384251758842434, "price_path": [0.7776, 0.9951, 0.9871, 1.1839, 0.9857, 0.7845, 0.736, 1.1374, 1.1374, 0.8972, 0.7024, 0.7874, 0.4879, 0.2724, 0.3841, 0.6441, 0.3959, 0.302, 0.2457, 0.5146, 0.2229, 0.215, 0.4039, 0.3544, 0.3287, 0.2457, 0.1003, 0.1043, 0.1043, -0.0687, -0.1083, 0.0143, -0.1053, -0.0509, -0.043, -0.0351, 0.0707, 0.0064, 0.1715, 0.1725, 0.2121, 0.1864, 0.1972, 0.2071, 0.2249, 0.3821, 0.5344, 0.394, 0.4385, 0.5156, 0.387, 0.2477, 0.1582, 0.306, 0.3366, 0.0509, -0.0114, -0.1102, -0.1448, -0.0717, -0.0499, 0.1745, 0.1745, 0.0, -0.0544, 0.044, 0.0826, -0.0064, 0.1399, 0.0776, 0.1162, 0.1369, 0.1132, 0.1537, 0.5126, 0.479, 0.6579, 0.7163, 0.4167, 0.3465, 0.2743, 0.3846, 0.3356, 0.2724, 0.3248, 0.3426, 0.2091, 0.3307, 0.4305, 0.39, 1.0771, 0.9614, 0.8379, 0.8418, 0.6797, 0.83, 1.0099, 1.2798, 1.2798, 1.4795, 1.5507, 1.5418, 1.3737, 1.1265, 1.1878, 0.9387, 0.8616, 0.567, 0.6045, 0.9209, 1.2422, 2.0262, 1.521, 1.2827, 1.4755, 1.5269, 1.9521, 1.9521, 1.4034, 1.0425, 0.7845, 0.7182, 0.6451, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016812055030878242", "ticker_idx": 0, "ts": "2026-01-29T09:53:59+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Re-pricing in full action. And the funny thing is… Nothing has even happened yet", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on TE: re-pricing already underway on the weekly chart with catalysts still ahead.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Does your stock move like this?\n\nLet’s appreciate the $TE weekly chart.\n\nRe-pricing in full action. \n\nAnd the funny thing is…\n\nNothing has even happened yet🫡 https://t.co/kKStZjXEUW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06869365414593265, "ret_signed_m1d": 0.06869365414593265, "alpha_spy_m1d": 0.06670533140888302, "alpha_c_m1d": 0.07906382762923347, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.010370173483300826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06193695761787621, "ret_signed_p1d": -0.06193695761787621, "alpha_spy_p1d": -0.058954473512301875, "alpha_c_p1d": -0.05940475972281889, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.00253219789505732, "ret_p1w": -0.18130631900512872, "ret_signed_p1w": -0.18130631900512872, "alpha_spy_p1w": -0.15764775389162589, "alpha_c_p1w": -0.19643957707539972, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": 0.015133258070270994, "ret_p1m": -0.30630633242959804, "ret_signed_p1m": -0.30630633242959804, "alpha_spy_p1m": -0.29470757684202653, "alpha_c_p1m": -0.3743154524112937, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": 0.06800911998169568, "ret_p3m": -0.44819819456996324, "ret_signed_p3m": -0.44819819456996324, "alpha_spy_p3m": -0.476429459932718, "alpha_c_p3m": -0.48196419340411645, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.03376599883415321, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30630633242959804, "alpha_spy_stated": -0.29470757684202653, "alpha_c_stated": -0.3743154524112937, "price_path": [-0.6149, -0.5856, -0.5394, -0.5856, -0.5709, -0.4932, -0.5034, -0.5664, -0.607, -0.6216, -0.6419, -0.6554, -0.6745, -0.6937, -0.6937, -0.6464, -0.6295, -0.5676, -0.5676, -0.536, -0.4966, -0.4662, -0.491, -0.4245, -0.3435, -0.3221, -0.2421, -0.3074, -0.339, -0.3975, -0.4302, -0.3874, -0.3896, -0.3221, -0.2759, -0.1779, -0.1993, -0.2061, -0.2061, -0.2342, -0.277, -0.268, -0.2477, -0.2477, -0.1171, -0.0766, -0.1385, -0.1802, -0.2331, -0.2185, -0.1881, -0.1149, -0.1149, -0.1655, -0.08, -0.08, -0.0676, -0.1194, -0.0574, -0.0428, -0.0833, 0.027, 0.0687, 0.0, -0.0619, -0.0248, 0.0236, -0.1295, -0.1813, -0.0687, -0.1396, -0.1543, -0.2286, -0.3007, -0.3108, -0.3108, -0.2748, -0.2725, -0.2894, -0.3007, -0.2917, -0.2016, -0.1869, -0.1791, -0.3063, -0.2297, -0.2669, -0.2005, -0.2331, -0.2432, -0.1937, -0.1014, -0.0833, -0.1284, -0.1419, -0.1306, -0.1227, -0.1745, -0.1318, -0.2568, -0.2297, -0.2556, -0.2477, -0.2928, -0.3514, -0.3671, -0.5056, -0.4955, -0.5282, -0.5282, -0.5439, -0.5574, -0.5304, -0.5293, -0.4718, -0.4245, -0.4527, -0.3986, -0.4381, -0.4336, -0.4392, -0.4268, -0.393, -0.393, -0.4043, -0.402, -0.4482, -0.4493, -0.4595, -0.42, -0.4257, -0.3986, -0.4065, -0.42, -0.3063, -0.3198, -0.3412, -0.3682, -0.3547, -0.3615, -0.2117, -0.2252, -0.0203, -0.018, -0.0901, -0.0901, 0.1768, 0.2342, 0.2185, 0.1892, 0.1723, 0.3559, 0.295, 0.3131, 0.0619, 0.0282, -0.0473, -0.1295, -0.0462, -0.0428, 0.0045, -0.0282, 0.018, 0.0529, 0.0529, 0.1712, 0.0405, -0.0394, -0.0428, -0.0755, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2050991275877577142", "ticker_idx": 0, "ts": "2026-05-03T17:30:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "beat by 26%. EPS $23.03 vs $14.11 estimate. beat by 63%. gross margin 78.4%. market dipped it. that's your entry window.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Watchlist longs: SNDK on blowout earnings dip, MSTR as leveraged BTC proxy, SWC as small-cap BTC accumulator, INFQ on gov contracts, SK Square on deep NAV discount closing.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "names on my watchlist going into this week 👇\n\n1. $SNDK - reported Q3 earnings April 30. revenue $5.95B vs $4.6B estimate. beat by 26%. EPS $23.03 vs $14.11 estimate. beat by 63%. gross margin 78.4%. market dipped it. that's your entry window.\n2. $MSTR - bitcoin proxy with leverage. if BTC moves this week, MSTR moves harder. simple.\n3. $SWC - UK-listed, low market cap, quietly accumulating bitcoin. the small-cap MSTR that nobody in the US is watching yet.\n4. $INFQ - just secured a $2M DARPA contract and a $1M US Navy contract in the same week. $40M revenue guidance for 2026. government contracts keep coming. still early.\n5. $402340 SK Square - owns 20% of SK Hynix. trades at a 41% discount to that stake alone. management actively closing it with ₩310bn in shareholder returns this year. western access just opened via $IBKR .\n\nnot financial advice. do your own research.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.054830941470187855, "ret_signed_m1d": -0.054830941470187855, "alpha_spy_m1d": -0.058507803404077685, "alpha_c_m1d": -0.05372011956850942, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11980631813456544, "ret_signed_p1d": 0.11980631813456544, "alpha_spy_p1d": 0.11178408941062301, "alpha_c_p1d": 0.09771441508632428, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.23227117405172337, "ret_signed_p1w": 0.23227117405172337, "alpha_spy_p1w": 0.20261977922111352, "alpha_c_p1w": 0.13458530935705237, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3666810037514563, "ret_signed_p1m": 0.3666810037514563, "alpha_spy_p1m": 0.3087987442970854, "alpha_c_p1m": 0.14353995237262018, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3666810037514563, "alpha_spy_stated": 0.3087987442970854, "alpha_c_stated": 0.14353995237262018, "price_path": [-0.5345, -0.5412, -0.5239, -0.5355, -0.5687, -0.5228, -0.4981, -0.5011, -0.5011, -0.5297, -0.5219, -0.5054, -0.4825, -0.4693, -0.4916, -0.4965, -0.4809, -0.4941, -0.507, -0.5498, -0.523, -0.5496, -0.5801, -0.5312, -0.5072, -0.4781, -0.5073, -0.4732, -0.4397, -0.4266, -0.3999, -0.3852, -0.4349, -0.4406, -0.4406, -0.4602, -0.5197, -0.5096, -0.5441, -0.4941, -0.4484, -0.4413, -0.4413, -0.423, -0.434, -0.3782, -0.3219, -0.3218, -0.2416, -0.248, -0.29, -0.2679, -0.2666, -0.273, -0.2806, -0.2204, -0.2575, -0.2118, -0.1478, -0.2019, -0.1526, -0.1269, -0.0548, 0.0, 0.1198, 0.1227, 0.067, 0.244, 0.2323, 0.1562, 0.1524, 0.101, 0.1208, 0.0614, 0.1015, 0.1088, 0.228, 0.1774, 0.1774, 0.2657, 0.266, 0.3072, 0.3497, 0.4026, 0.3667, 0.4584, 0.4012, 0.2416, 0.3075, 0.3111, 0.3084, 0.4982, 0.5767, 0.6784, 0.5858, 0.5597, 0.7396, 0.7396, 0.8105, 0.5636, 0.5244, 0.8593, 0.6648, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050991275877577142", "ticker_idx": 1, "ts": "2026-05-03T17:30:00+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bitcoin proxy with leverage. if BTC moves this week, MSTR moves harder. simple.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Watchlist longs: SNDK on blowout earnings dip, MSTR as leveraged BTC proxy, SWC as small-cap BTC accumulator, INFQ on gov contracts, SK Square on deep NAV discount closing.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "names on my watchlist going into this week 👇\n\n1. $SNDK - reported Q3 earnings April 30. revenue $5.95B vs $4.6B estimate. beat by 26%. EPS $23.03 vs $14.11 estimate. beat by 63%. gross margin 78.4%. market dipped it. that's your entry window.\n2. $MSTR - bitcoin proxy with leverage. if BTC moves this week, MSTR moves harder. simple.\n3. $SWC - UK-listed, low market cap, quietly accumulating bitcoin. the small-cap MSTR that nobody in the US is watching yet.\n4. $INFQ - just secured a $2M DARPA contract and a $1M US Navy contract in the same week. $40M revenue guidance for 2026. government contracts keep coming. still early.\n5. $402340 SK Square - owns 20% of SK Hynix. trades at a 41% discount to that stake alone. management actively closing it with ₩310bn in shareholder returns this year. western access just opened via $IBKR .\n\nnot financial advice. do your own research.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036071843159575456, "ret_signed_m1d": -0.036071843159575456, "alpha_spy_m1d": -0.039748705093465286, "alpha_c_m1d": -0.039748705093465286, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01686610877723216, "ret_signed_p1d": 0.01686610877723216, "alpha_spy_p1d": 0.008843880053289732, "alpha_c_p1d": 0.008843880053289732, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 0.06605004998955222, "ret_signed_p1w": 0.06605004998955222, "alpha_spy_p1w": 0.03639865515894236, "alpha_c_p1w": 0.03639865515894236, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": -0.2596300349748375, "ret_signed_p1m": -0.2596300349748375, "alpha_spy_p1m": -0.31751229442920836, "alpha_c_p1m": -0.31751229442920836, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.057882259454370866, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2596300349748375, "alpha_spy_stated": -0.31751229442920836, "alpha_c_stated": -0.31751229442920836, "price_path": [-0.2977, -0.4179, -0.2659, -0.2468, -0.2764, -0.3141, -0.3308, -0.2716, -0.2716, -0.2999, -0.3188, -0.2957, -0.287, -0.3269, -0.322, -0.262, -0.2742, -0.2954, -0.2511, -0.2781, -0.2033, -0.2393, -0.2735, -0.244, -0.2467, -0.2474, -0.2528, -0.2401, -0.1974, -0.1824, -0.2353, -0.2479, -0.2619, -0.2481, -0.2587, -0.243, -0.2768, -0.3143, -0.3393, -0.321, -0.332, -0.348, -0.348, -0.3053, -0.3269, -0.302, -0.2989, -0.3001, -0.2799, -0.2524, -0.219, -0.1897, -0.094, -0.0707, -0.1079, -0.0242, -0.0616, -0.0695, -0.0794, -0.0984, -0.1393, -0.0998, -0.0361, 0.0, 0.0169, 0.0164, -0.0215, 0.0206, 0.0661, 0.0034, -0.0314, 0.0172, -0.0347, -0.0934, -0.1043, -0.0979, -0.1031, -0.1301, -0.1301, -0.1299, -0.161, -0.175, -0.1344, -0.1851, -0.2596, -0.3115, -0.2961, -0.3447, -0.3079, -0.3633, -0.3724, -0.3463, -0.3255, -0.2865, -0.3318, -0.3658, -0.3878, -0.3878, -0.4045, -0.435, -0.4879, -0.5357, -0.5522, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050991275877577142", "ticker_idx": 3, "ts": "2026-05-03T17:30:00+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just secured a $2M DARPA contract and a $1M US Navy contract in the same week. $40M revenue guidance for 2026. government contracts keep coming. still early.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Watchlist longs: SNDK on blowout earnings dip, MSTR as leveraged BTC proxy, SWC as small-cap BTC accumulator, INFQ on gov contracts, SK Square on deep NAV discount closing.", "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": "original", "lang": "en", "tweet_text": "names on my watchlist going into this week 👇\n\n1. $SNDK - reported Q3 earnings April 30. revenue $5.95B vs $4.6B estimate. beat by 26%. EPS $23.03 vs $14.11 estimate. beat by 63%. gross margin 78.4%. market dipped it. that's your entry window.\n2. $MSTR - bitcoin proxy with leverage. if BTC moves this week, MSTR moves harder. simple.\n3. $SWC - UK-listed, low market cap, quietly accumulating bitcoin. the small-cap MSTR that nobody in the US is watching yet.\n4. $INFQ - just secured a $2M DARPA contract and a $1M US Navy contract in the same week. $40M revenue guidance for 2026. government contracts keep coming. still early.\n5. $402340 SK Square - owns 20% of SK Hynix. trades at a 41% discount to that stake alone. management actively closing it with ₩310bn in shareholder returns this year. western access just opened via $IBKR .\n\nnot financial advice. do your own research.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01058632876773391, "ret_signed_m1d": 0.01058632876773391, "alpha_spy_m1d": 0.00690946683384408, "alpha_c_m1d": 0.00690946683384408, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014657927965435968, "ret_signed_p1d": -0.014657927965435968, "alpha_spy_p1d": -0.022680156689378395, "alpha_c_p1d": -0.022680156689378395, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 0.04560264102556344, "ret_signed_p1w": 0.04560264102556344, "alpha_spy_p1w": 0.015951246194953583, "alpha_c_p1w": 0.015951246194953583, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": 0.6180782794223871, "ret_signed_p1m": 0.6180782794223871, "alpha_spy_p1m": 0.5601960199680163, "alpha_c_p1m": 0.5601960199680163, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.057882259454370866, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6180782794223871, "alpha_spy_stated": 0.5601960199680163, "alpha_c_stated": 0.5601960199680163, "price_path": [null, null, null, null, null, null, null, null, null, 0.2695, 0.1979, 0.114, 0.0822, 0.0171, -0.0204, 0.066, 0.0497, -0.0521, -0.0293, -0.0383, -0.0391, -0.0871, -0.1311, -0.0505, -0.0106, -0.0692, -0.1303, -0.1792, -0.1409, -0.1221, -0.202, -0.2166, -0.2826, -0.2199, -0.1653, -0.0774, -0.1327, -0.1979, -0.2736, -0.2011, -0.2337, -0.1393, -0.1393, -0.149, -0.1824, -0.0782, -0.0318, 0.0252, 0.0252, 0.1498, 0.2215, 0.2679, 0.4186, 0.3029, 0.2223, 0.2093, 0.1368, 0.0806, 0.0831, 0.0277, -0.0179, -0.0318, 0.0106, 0.0, -0.0147, 0.1034, -0.0138, -0.013, 0.0456, 0.0668, 0.0822, 0.1376, 0.013, -0.0741, -0.1344, -0.0896, 0.1971, 0.3314, 0.3314, 0.2932, 0.259, 0.4471, 0.3208, 0.4406, 0.6181, 0.4178, 0.3803, 0.1857, 0.206, 0.1164, 0.1059, 0.1498, 0.0928, 0.2068, 0.0896, 0.0863, 0.1018, 0.1018, 0.1572, 0.2997, 0.1482, 0.0415, 0.1099, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050991275877577142", "ticker_idx": 4, "ts": "2026-05-03T17:30:00+00:00", "symbol": "402340.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "trades at a 41% discount to that stake alone. management actively closing it with ₩310bn in shareholder returns this year.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Watchlist longs: SNDK on blowout earnings dip, MSTR as leveraged BTC proxy, SWC as small-cap BTC accumulator, INFQ on gov contracts, SK Square on deep NAV discount closing.", "resolved_tickers": ["402340.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "names on my watchlist going into this week 👇\n\n1. $SNDK - reported Q3 earnings April 30. revenue $5.95B vs $4.6B estimate. beat by 26%. EPS $23.03 vs $14.11 estimate. beat by 63%. gross margin 78.4%. market dipped it. that's your entry window.\n2. $MSTR - bitcoin proxy with leverage. if BTC moves this week, MSTR moves harder. simple.\n3. $SWC - UK-listed, low market cap, quietly accumulating bitcoin. the small-cap MSTR that nobody in the US is watching yet.\n4. $INFQ - just secured a $2M DARPA contract and a $1M US Navy contract in the same week. $40M revenue guidance for 2026. government contracts keep coming. still early.\n5. $402340 SK Square - owns 20% of SK Hynix. trades at a 41% discount to that stake alone. management actively closing it with ₩310bn in shareholder returns this year. western access just opened via $IBKR .\n\nnot financial advice. do your own research.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1513622656958512, "ret_signed_m1d": -0.1513622656958512, "alpha_spy_m1d": -0.15503912762974104, "alpha_c_m1d": -0.15734107097655603, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.008022228723942426, "alpha_c_p1d": -0.03137392929694083, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.1977800044419613, "ret_signed_p1w": 0.1977800044419613, "alpha_spy_p1w": 0.16812860961135145, "alpha_c_p1w": 0.060602893919843304, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.3599954582618241, "ret_signed_p1m": 0.3599954582618241, "alpha_spy_p1m": 0.30211319880745324, "alpha_c_p1m": 0.11251620390983708, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3599954582618241, "alpha_spy_stated": 0.30211319880745324, "alpha_c_stated": 0.11251620390983708, "price_path": [-0.4258, -0.4612, -0.4813, -0.4319, -0.4521, -0.4632, -0.4248, -0.4369, -0.4369, -0.4369, -0.4369, -0.4289, -0.4147, -0.4147, -0.3774, -0.3471, -0.3148, -0.3491, -0.3491, -0.4137, -0.4884, -0.4289, -0.442, -0.4864, -0.441, -0.4299, -0.441, -0.4612, -0.4329, -0.4077, -0.3643, -0.3835, -0.3865, -0.4379, -0.3996, -0.3895, -0.4369, -0.4511, -0.4854, -0.5293, -0.4945, -0.5262, -0.5126, -0.5086, -0.4965, -0.4168, -0.4349, -0.4268, -0.4147, -0.3542, -0.329, -0.3037, -0.3118, -0.2926, -0.2755, -0.2735, -0.2654, -0.2684, -0.2038, -0.1816, -0.1625, -0.1514, -0.1514, 0.0, 0.0, 0.0989, 0.109, 0.108, 0.1978, 0.1362, 0.2008, 0.1832, 0.1094, 0.1044, 0.0306, 0.0397, 0.1913, 0.1973, 0.1973, 0.1933, 0.2893, 0.2499, 0.2458, 0.2691, 0.36, 0.36, 0.3752, 0.2711, 0.1296, 0.2822, 0.1953, 0.2408, 0.3721, 0.4277, 0.5166, 0.6126, 0.7177, 0.7985, 0.9905, 0.851, 0.8177, 0.9187, 0.7379, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061713332101398966", "ticker_idx": 0, "ts": "2026-06-02T07:35:37+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "why does the name with double the revenue and a fraction of the short interest trade at a quarter of the multiple?", "tweet_type": "analysis", "timeline": "months", "summary": "Long INFQ (double revenue, lower multiple, cash-rich, gov't-backed) vs short RGTI (3.7x valuation premium on half the revenue, unproven roadmap).", "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": "original", "lang": "en", "tweet_text": "Two quantum names. Nearly identical sector narrative. A valuation gap the tape isn't explaining well.\n$INFQ did $9.5M in revenue last quarter. $RGTI did $4.4M. So Infleqtion earns more than double Rigetti.\n\nNow invert it to what the market pays per forward dollar of sales: ~$90 for $INFQ, ~$330 for $RGTI. Rigetti commands a 3.7x premium on under half the revenue.\n\nA premium that size has to be priced on something. For $RGTI it's the roadmap - 1,000+ qubits by 2027, on a system that already slipped once on coupler issues. You're paying 330x for execution that hasn't happened.\n\nWhat you own at the lower multiple with $INFQ: \n1The only listed neutral-atom platform, sensing revenue deployed today, ~$443M cash against ~$27M liabilities, and a US government that took both a $100M commitment and an equity stake. This week added Russell 3000 inclusion and the Oxford UK expansion.\n\nWith Quantinuum's $12.7B IPO about to mark the whole comp, the question is narrow: why does the name with double the revenue and a fraction of the short interest trade at a quarter of the multiple?\n$INFQ $RGTI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10971314610472294, "ret_signed_m1d": -0.10971314610472294, "alpha_spy_m1d": -0.10835704780729372, "alpha_c_m1d": -0.10835704780729372, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": -0.0013560982974292202, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1238047754363456, "ret_signed_p1d": -0.1238047754363456, "alpha_spy_p1d": -0.11678759311584574, "alpha_c_p1d": -0.11678759311584574, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": -0.00701718232049986, "ret_p1w": -0.31001512536041165, "ret_signed_p1w": -0.31001512536041165, "alpha_spy_p1w": -0.2803667385357287, "alpha_c_p1w": -0.2803667385357287, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": -0.02964838682468296, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4358, -0.463, -0.4132, -0.3885, -0.4248, -0.4625, -0.4927, -0.469, -0.4575, -0.5068, -0.5159, -0.5566, -0.5179, -0.4841, -0.4298, -0.464, -0.5043, -0.5511, -0.5063, -0.5264, -0.468, -0.468, -0.4741, -0.4947, -0.4303, -0.4016, -0.3664, -0.3664, -0.2894, -0.2451, -0.2164, -0.1233, -0.1948, -0.2446, -0.2526, -0.2974, -0.3322, -0.3306, -0.3649, -0.3931, -0.4016, -0.3754, -0.382, -0.391, -0.3181, -0.3905, -0.39, -0.3538, -0.3407, -0.3312, -0.2969, -0.3739, -0.4278, -0.465, -0.4373, -0.2602, -0.1772, -0.1772, -0.2008, -0.2219, -0.1057, -0.1837, -0.1097, 0.0, -0.1238, -0.147, -0.2672, -0.2547, -0.31, -0.3166, -0.2894, -0.3246, -0.2542, -0.3266, -0.3286, -0.3191, -0.3191, -0.2849, -0.1968, -0.2904, -0.3563, -0.314, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061713332101398966", "ticker_idx": 1, "ts": "2026-06-02T07:35:37+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You're paying 330x for execution that hasn't happened", "tweet_type": "analysis", "timeline": "months", "summary": "Long INFQ (double revenue, lower multiple, cash-rich, gov't-backed) vs short RGTI (3.7x valuation premium on half the revenue, unproven roadmap).", "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": "original", "lang": "en", "tweet_text": "Two quantum names. Nearly identical sector narrative. A valuation gap the tape isn't explaining well.\n$INFQ did $9.5M in revenue last quarter. $RGTI did $4.4M. So Infleqtion earns more than double Rigetti.\n\nNow invert it to what the market pays per forward dollar of sales: ~$90 for $INFQ, ~$330 for $RGTI. Rigetti commands a 3.7x premium on under half the revenue.\n\nA premium that size has to be priced on something. For $RGTI it's the roadmap - 1,000+ qubits by 2027, on a system that already slipped once on coupler issues. You're paying 330x for execution that hasn't happened.\n\nWhat you own at the lower multiple with $INFQ: \n1The only listed neutral-atom platform, sensing revenue deployed today, ~$443M cash against ~$27M liabilities, and a US government that took both a $100M commitment and an equity stake. This week added Russell 3000 inclusion and the Oxford UK expansion.\n\nWith Quantinuum's $12.7B IPO about to mark the whole comp, the question is narrow: why does the name with double the revenue and a fraction of the short interest trade at a quarter of the multiple?\n$INFQ $RGTI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04650297764236799, "ret_signed_m1d": 0.04650297764236799, "alpha_spy_m1d": 0.04514687934493877, "alpha_c_m1d": 0.034142271912224076, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": -0.012360705730143917, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10360862851056285, "ret_signed_p1d": 0.10360862851056285, "alpha_spy_p1d": 0.09659144619006299, "alpha_c_p1d": 0.09361912685958362, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": -0.009989501650979227, "ret_p1w": -0.2674850763092036, "ret_signed_p1w": 0.2674850763092036, "alpha_spy_p1w": 0.23783668948452064, "alpha_c_p1w": 0.17949756611510703, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": -0.08798751019409656, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3687, -0.3672, -0.3452, -0.3679, -0.3698, -0.4022, -0.3984, -0.3996, -0.3966, -0.417, -0.4267, -0.4464, -0.4092, -0.4196, -0.4368, -0.4639, -0.5045, -0.5201, -0.4777, -0.4978, -0.4721, -0.4721, -0.4717, -0.4851, -0.4594, -0.4676, -0.4539, -0.4371, -0.3724, -0.2891, -0.2764, -0.263, -0.2693, -0.3211, -0.3162, -0.3728, -0.3821, -0.3709, -0.3903, -0.4018, -0.3508, -0.349, -0.3415, -0.3203, -0.2526, -0.3177, -0.2954, -0.237, -0.2906, -0.3149, -0.2831, -0.3359, -0.3817, -0.4062, -0.372, -0.1801, -0.0171, -0.0171, -0.0675, -0.0841, 0.0056, -0.0499, -0.0465, 0.0, -0.1036, -0.1012, -0.2307, -0.1903, -0.2675, -0.2766, -0.2325, -0.2195, -0.1555, -0.2321, -0.2468, -0.2054, -0.2054, -0.2046, -0.2083, -0.2734, -0.3151, -0.317, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014657000664150391", "ticker_idx": 0, "ts": "2026-01-23T11:10:34+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short-term Bias: Neutral-to-Bullish. This is healthy consolidation.", "tweet_type": "analysis", "timeline": "days", "summary": "Neutral-to-bullish bias on TE; daily uptrend intact, short covering ongoing, squeeze risk if price breaks above $8.88 resistance.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "PRE-MARKET: $TE\n\nAll you need to know to prepare for Friday. Feel free to ask questions!\n\n1. Hourly/15-Minute Chart\nCurrent Level: ~$8.36 (-0.18% today)\n\nOpening Action: Pre-market opened flat to slightly lower after yesterday's $8.57 high. \n\nStructure: The stock is coiling inside yesterday's daily range ($8.15-$8.91 high). No new trend direction yet; waiting for the 9:30 AM ET bell.\n\nShort-term Bias: Neutral-to-Bullish. This is healthy consolidation. \n\n2. Daily Chart\n\nYesterday's Candle: Closed at $8.37 after a dramatic reversal from the $7.24 low-a +12.4% intraday swing that validated the V-shaped recovery thesis.\n\nCurrent Support/Resistance:\nSupport: $8.15 (yesterday's opening range) and $7.82 (earlier support, now secondary).\n\nResistance: $8.88–$9.00 (the overhead zone we identified).\n\nVolume: Elevated yesterday on the bounce; pre-market volume is normal (thin) for this hour.\n\nTechnical Status: The daily chart remains in a strong uptrend with an intact primary trend line running from the December lows.\n\n3. Key Institutional Signals\n\nShort Shares Available: \nDown to 5.5 million from 6.2 million on Wednesday. \n\nThis signals short covering is ongoing- a bullish signal. Fewer shares to borrow = higher short-squeeze risk if we break above $8.88.\n\nInstitutional Ownership: Holding steady at ~77,000 shares (thousands). Large funds remain committed.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015294131110696219, "ret_signed_m1d": -0.015294131110696219, "alpha_spy_m1d": -0.014931527450829707, "alpha_c_m1d": -0.023088578732019416, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.007794447621323197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04235290078555831, "ret_signed_p1d": -0.04235290078555831, "alpha_spy_p1d": -0.04743113254743103, "alpha_c_p1d": -0.04332723008999495, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": 0.0009743293044366386, "ret_p1w": -0.020000008975758266, "ret_signed_p1w": -0.020000008975758266, "alpha_spy_p1w": -0.02397556238479359, "alpha_c_p1w": -0.027429141487345876, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.0074291325115876106, "ret_p1m": -0.2600000044878792, "ret_signed_p1m": -0.2600000044878792, "alpha_spy_p1m": -0.25007598833852884, "alpha_c_p1m": -0.3246083775363484, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.06460837304846923, "ret_p3m": -0.36588236864875345, "ret_signed_p3m": -0.36588236864875345, "alpha_spy_p3m": -0.40059127527363725, "alpha_c_p3m": -0.4103385367202316, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.04445616807147812, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.020000008975758266, "alpha_spy_stated": -0.02397556238479359, "alpha_c_stated": -0.027429141487345876, "price_path": [-0.5647, -0.5765, -0.5718, -0.5624, -0.5976, -0.5671, -0.5188, -0.5671, -0.5518, -0.4706, -0.4812, -0.5471, -0.5894, -0.6047, -0.6259, -0.64, -0.66, -0.68, -0.68, -0.6306, -0.6129, -0.5482, -0.5482, -0.5153, -0.4741, -0.4424, -0.4682, -0.3988, -0.3141, -0.2918, -0.2082, -0.2765, -0.3094, -0.3706, -0.4047, -0.36, -0.3624, -0.2918, -0.2435, -0.1412, -0.1635, -0.1706, -0.1706, -0.2, -0.2447, -0.2353, -0.2141, -0.2141, -0.0776, -0.0353, -0.1, -0.1435, -0.1988, -0.1835, -0.1518, -0.0753, -0.0753, -0.1282, -0.0388, -0.0388, -0.0259, -0.08, -0.0153, 0.0, -0.0424, 0.0729, 0.1165, 0.0447, -0.02, 0.0188, 0.0694, -0.0906, -0.1447, -0.0271, -0.1012, -0.1165, -0.1941, -0.2694, -0.28, -0.28, -0.2424, -0.24, -0.2576, -0.2694, -0.26, -0.1659, -0.1506, -0.1424, -0.2753, -0.1953, -0.2341, -0.1647, -0.1988, -0.2094, -0.1576, -0.0612, -0.0424, -0.0894, -0.1035, -0.0918, -0.0835, -0.1376, -0.0929, -0.2235, -0.1953, -0.2224, -0.2141, -0.2612, -0.3224, -0.3388, -0.4835, -0.4729, -0.5071, -0.5071, -0.5235, -0.5376, -0.5094, -0.5082, -0.4482, -0.3988, -0.4282, -0.3718, -0.4129, -0.4082, -0.4141, -0.4012, -0.3659, -0.3659, -0.3776, -0.3753, -0.4235, -0.4247, -0.4353, -0.3941, -0.4, -0.3718, -0.38, -0.3941, -0.2753, -0.2894, -0.3118, -0.34, -0.3259, -0.3329, -0.1765, -0.1906, 0.0235, 0.0259, -0.0494, -0.0494, 0.2294, 0.2894, 0.2729, 0.2424, 0.2247, 0.4165, 0.3529, 0.3718, 0.1094, 0.0741, -0.0047, -0.0906, -0.0035, 0.0, 0.0494, 0.0153, 0.0635, 0.1, 0.1, 0.2235, 0.0871, 0.0035, 0.0, -0.0341, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054147070853075445", "ticker_idx": 0, "ts": "2026-05-12T10:30:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is still running a blended multiple on a business that's separating into two distinct economic structures. This is why I am covering $DRAM so much, it is still undervalued", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: market applies blended multiple to a business split between high-margin HBM (20+ pts above) and spot DRAM; HBM mix rising to 9% by Nov 2026 while still undervalued.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Another thing worth understanding about $MU right now isn't the margin number... it's what's causing it.\n\nHBM and standard DRAM are manufactured on the same fabs, by the same engineers, using overlapping process nodes. But they're commercially completely different products. HBM is sole-sourced into AI accelerators on multi-year agreements. Standard DRAM trades on spot. One has pricing power. One doesn't.\n\nIn May 2024, HBM was 1% of Micron's DRAM bit output. By November 2026 it's tracking to 9%. That sounds small. It isn't - because those 9% of bits are carrying margins 20+ points above the rest of the book, and the qualification barriers mean once you're in an AI customer's supply chain, you don't get displaced mid-generation.\n\nThe market is still running a blended multiple on a business that's separating into two distinct economic structures. This is why I am covering $DRAM so much, it is still undervalued...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03750423877358977, "ret_signed_m1d": 0.03750423877358977, "alpha_spy_m1d": 0.035986987595363784, "alpha_c_m1d": 0.01067128098544945, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.02683295778814032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04833153352160302, "ret_signed_p1d": 0.04833153352160302, "alpha_spy_p1d": 0.0427366957069919, "alpha_c_p1d": 0.028358220430010572, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.01997331309159245, "ret_p1w": -0.08849699358588659, "ret_signed_p1w": -0.08849699358588659, "alpha_spy_p1w": -0.08246869096162979, "alpha_c_p1w": -0.057690796655207266, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.03080619693067932, "ret_p1m": 0.16345324036575226, "ret_signed_p1m": 0.16345324036575226, "alpha_spy_p1m": 0.18072543280655373, "alpha_c_p1m": 0.14624170692338034, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.017211533442371918, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16345324036575226, "alpha_spy_stated": 0.18072543280655373, "alpha_c_stated": 0.14624170692338034, "price_path": [-0.4602, -0.4632, -0.4632, -0.4787, -0.4511, -0.4558, -0.4417, -0.4511, -0.4549, -0.4406, -0.4581, -0.4623, -0.4619, -0.5049, -0.4774, -0.4823, -0.5171, -0.4923, -0.4744, -0.4541, -0.4714, -0.4443, -0.4239, -0.398, -0.3979, -0.4207, -0.4486, -0.4727, -0.4842, -0.5018, -0.5365, -0.5342, -0.5802, -0.5593, -0.5201, -0.5222, -0.5222, -0.5072, -0.5074, -0.4694, -0.4501, -0.4513, -0.4436, -0.3925, -0.4049, -0.4035, -0.4064, -0.415, -0.4138, -0.3641, -0.3716, -0.352, -0.3157, -0.3422, -0.3237, -0.3254, -0.2927, -0.248, -0.1649, -0.1304, -0.1565, -0.0258, 0.0375, 0.0, 0.0483, 0.0123, -0.0547, -0.1109, -0.0885, -0.0451, -0.0058, -0.0203, -0.0203, 0.1687, 0.2111, 0.2047, 0.2667, 0.3508, 0.3881, 0.4083, 0.2993, 0.1271, 0.2383, 0.2209, 0.1635, 0.2991, 0.2805, 0.4193, 0.3316, 0.3608, 0.4793, 0.4793, 0.5802, 0.372, 0.3678, 0.5831, 0.4771, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014266209441579287", "ticker_idx": 0, "ts": "2026-01-22T09:17:42+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still so bullish. Looking to add if we break the key $7.50 resistance this morning.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Still bullish on TE after short report drop; looking to add above $7.50 key resistance.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Morning all!\n\nQuite the morning on my $TE adds after the unexpected short report yesterday.\n\nCurrently -10%🔴\n\nLooking to add if we break the key $7.50 resistance this morning.\n\nThis is the risk/reward working out. I’m still so bullish.\n\nLet’s smash today!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090720430575204, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.005196365426694216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.023265838662533844, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.0587567115498, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.32894064580463933, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067768938473816, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.03880196921534651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.060931927820184084, "alpha_spy_stated": 0.053587809326807845, "alpha_c_stated": 0.0587567115498, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064704362677522435", "ticker_idx": 0, "ts": "2026-06-10T13:40:55+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the business remains the dominant robotics leader. No, it's just being proven in real time. No, the fundamentals are only growing stronger. Ignore the noise.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: thesis intact, fundamentals strengthening, recent drop is noise; hold/buy the dip.", "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": "Here's how $OUST is looking right now.\n\n> Has anything actually changed? \n\n- $OUST completed New Jersey DOT Deployment ahead of 2026 FIFA World Cup yesterday.\n- Today they unveiled 500-Foot Advanced Detection with REV8 Native Color Lidar\n\n> Has the business changed? \n\nNo, the business remains the dominant robotics leader.\n\n> Has the thesis changed?\n\nNo, it's just being proven in real time. \n\n> Have the fundamentals changed?\n\nNo, the fundamentals are only growing stronger.\n\nIgnore the noise.", "reply_text": null, "parent_text": null, "quoted_text": "If your highest conviction stock just dropped significantly over the last few trading days, ask yourself one question:\n\nHas anything actually changed?\n> Has the business changed?\n> Has the thesis changed?\n> Have the fundamentals changed?\n\nIf the answer is no, then it's still the", "parent_author": null, "ret_m1d": 0.0033863263918230135, "ret_signed_m1d": 0.0033863263918230135, "alpha_spy_m1d": -0.01263177042279473, "alpha_c_m1d": -0.02005250746832976, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.023438833860152775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03177914144567784, "ret_signed_p1d": 0.03177914144567784, "alpha_spy_p1d": 0.014782293558929904, "alpha_c_p1d": -0.005473845492903973, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.03725298693858181, "ret_p1w": 0.06069293743419424, "ret_signed_p1w": 0.06069293743419424, "alpha_spy_p1w": 0.0392849192840683, "alpha_c_p1w": 0.008776537982826627, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.05191639945136761, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4407, -0.4452, -0.4428, -0.4598, -0.4514, -0.4777, -0.4483, -0.4642, -0.4733, -0.497, -0.54, -0.5668, -0.5215, -0.515, -0.4923, -0.4923, -0.497, -0.4965, -0.4723, -0.4782, -0.4611, -0.4301, -0.3899, -0.3634, -0.3704, -0.3681, -0.293, -0.2808, -0.2769, -0.3121, -0.2649, -0.2988, -0.3194, -0.3347, -0.2977, -0.311, -0.2667, -0.255, -0.2343, -0.3616, -0.3436, -0.3019, -0.2941, -0.1099, -0.092, -0.092, -0.1993, -0.2258, -0.1959, -0.086, -0.0354, -0.0354, 0.1123, 0.1521, 0.1026, 0.1995, 0.1704, 0.199, 0.1451, 0.2266, 0.0336, 0.0649, 0.0034, 0.0, 0.0318, 0.0367, 0.1769, 0.1131, 0.0607, 0.2131, 0.2131, 0.242, 0.1763, 0.0604, 0.0893, 0.0946, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1997754817742262439", "ticker_idx": 0, "ts": "2025-12-07T19:47:19+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": "Over the next 10 years, Bitcoin will be the best performing asset. It's not too big because it's not like other assets.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long BTC as best-performing asset over next decade; held as long-term savings in hardest money/store of value.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yes, I am very growth and risk oriented due to my age and lack of financial capital.\n\nWhy $BTC?\n\nBitcoin in my eyes is separate to my portfolio, it’s a long-term savings account held in the hardest money and greatest store of value available.\n\nOver the next 10 years, Bitcoin will be the best performing asset. It’s not too big because it’s not like other assets.\n\nSo, Bitcoin is what I base my entire portfolio around. My equities are there to increase my bitcoin purchasing power in order to stack more sats.\n\nIf you don’t like Bitcoin, I’d always recommend reading the Bitcoin Standard by @saifedean . Fantastic book which changed my outlook.\n\nHope that helps mate", "reply_text": null, "parent_text": "@shabamlo @Kaizen_Investor @LandoInvests @CaesarCapitalz @YodaStockInvest @moninvestor @Leo_Traydes It doesn't fit your portfolio.\n\nYou are very growth and risky oriented.\n\nBTC is too big, not growthy enough.\n\nSo here is the question. Why do you own it?", "quoted_text": null, "parent_author": "TheStocksKing", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": -0.013817768157169508, "alpha_spy_m1d": -0.01683102973083328, "alpha_c_m1d": -0.01683102973083328, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": 0.022633530616329445, "alpha_spy_p1d": 0.023496648710563228, "alpha_c_p1d": 0.023496648710563228, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": -0.04656236117630608, "alpha_spy_p1w": -0.042320227564220714, "alpha_c_p1w": -0.042320227564220714, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": 0.03407790382751297, "alpha_spy_p1m": 0.019122141330462306, "alpha_c_p1m": 0.019122141330462306, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": -0.21843594169460878, "alpha_spy_p3m": -0.2179870986806487, "alpha_c_p3m": -0.2179870986806487, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.0004488430139600874, "ret_p6m": -0.2640831115745582, "ret_signed_p6m": -0.2640831115745582, "alpha_spy_p6m": -0.38149309834062095, "alpha_c_p6m": -0.38149309834062095, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, -0.2132, -0.2641]}
{"unit_id": "reply:2031776073898172775", "ticker_idx": 0, "ts": "2026-03-11T16:55:39+00:00", "symbol": "CODA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm really interested in $CODA as an investment. Feels massively undervalued!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long CODA; author finds it massively undervalued.", "resolved_tickers": ["CODA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aleabitoreddit Great minds think alike! I’m really interested in $CODA as an investment. Feels massively undervalued!", "reply_text": null, "parent_text": "@CoffeeStocksGuy Nice, you beat me to it. Funny how you came to the same conclusion regarding $CODA and $KRKNF\n\nThis was more reactionary to the new mine reports 12M ago. Looks like crude oil prices slightly spiked since the news.", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": 0.14637485363023428, "ret_signed_m1d": 0.14637485363023428, "alpha_spy_m1d": 0.14511814173905613, "alpha_c_m1d": 0.14324780261166192, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0031270510185723577, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008207926573078339, "ret_signed_p1d": -0.008207926573078339, "alpha_spy_p1d": 0.006977039697924847, "alpha_c_p1d": 0.016867217860260464, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.025075144433338803, "ret_p1w": -0.11901503315583817, "ret_signed_p1w": -0.11901503315583817, "alpha_spy_p1w": -0.09698428943951098, "alpha_c_p1w": -0.09358575146168457, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.025429281694153594, "ret_p1m": -0.15321475982573196, "ret_signed_p1m": -0.15321475982573196, "alpha_spy_p1m": -0.16125337931157058, "alpha_c_p1m": -0.17199951061916952, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.018784750793437555, "ret_p3m": -0.19835838859306354, "ret_signed_p3m": -0.19835838859306354, "alpha_spy_p3m": -0.29433036932505385, "alpha_c_p3m": -0.22566315877581022, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.027304770182746685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15321475982573196, "alpha_spy_stated": -0.16125337931157058, "alpha_c_stated": -0.17199951061916952, "price_path": [-0.3782, -0.3782, -0.3666, -0.3926, -0.3707, -0.3584, -0.3461, -0.3666, -0.3475, -0.3475, -0.3598, -0.394, -0.3653, -0.3639, -0.3639, -0.3495, -0.3146, -0.3112, -0.3181, -0.3126, -0.2992, -0.3119, -0.1799, -0.2035, -0.2155, -0.2264, -0.2264, -0.262, -0.2134, -0.2517, -0.2715, -0.2825, -0.3071, -0.3222, -0.2565, -0.2715, -0.2606, -0.2339, -0.223, -0.2688, -0.2155, -0.1471, -0.106, -0.2045, -0.1156, -0.0834, -0.0834, -0.0629, -0.1036, -0.0982, -0.0797, -0.054, -0.026, 0.013, -0.0253, -0.0725, -0.0424, -0.0568, -0.0328, -0.0438, -0.015, 0.0226, 0.1464, 0.0, -0.0082, -0.0383, -0.0684, -0.0588, -0.119, -0.1327, -0.1881, -0.1758, -0.1833, -0.1833, -0.21, -0.2209, -0.2551, -0.2271, -0.2052, -0.1867, -0.1867, -0.1936, -0.1997, -0.1778, -0.1532, -0.1642, -0.0971, -0.1176, -0.1101, -0.0848, -0.0923, -0.1392, -0.1778, -0.1751, -0.158, -0.1614, -0.2326, -0.2394, -0.249, -0.2264, -0.2052, -0.212, -0.2021, -0.1847, -0.186, -0.1717, -0.1724, -0.1908, -0.2018, -0.184, -0.2182, -0.2182, -0.2394, -0.2244, -0.2196, -0.1881, -0.1881, -0.1512, -0.1477, -0.1176, -0.1423, -0.0985, -0.1156, -0.1402, -0.1375, -0.1929, -0.1984, -0.223, -0.2387, -0.186, -0.2531, -0.3618, -0.3632, -0.368, -0.316, -0.316, -0.3393, -0.3529, -0.357, -0.355, -0.3434, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2004158803449979082", "ticker_idx": 0, "ts": "2025-12-25T11:54:28+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": "There's only one purchase to be made today🧡\n\nBitcoin.", "tweet_type": "prediction", "timeline": "intraday", "summary": "Only trade today is buying Bitcoin; decisive bullish call.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "There’s only one purchase to be made today🧡\n\nBitcoin. https://t.co/hsp9b7MSVg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004324180258241883, "ret_signed_m1d": 0.004324180258241883, "alpha_spy_m1d": 0.004222760307826645, "alpha_c_m1d": 0.004222760307826645, "bench_spy_m1d": 0.00010141995041523799, "bench_c_m1d": 0.00010141995041523799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0007644603322913834, "ret_signed_p1d": 0.0007644603322913834, "alpha_spy_p1d": 0.004328113839786152, "alpha_c_p1d": 0.004328113839786152, "bench_spy_p1d": -0.0035636535074947684, "bench_c_p1d": -0.0035636535074947684, "ret_p1w": 0.017163370349417395, "ret_signed_p1w": 0.017163370349417395, "alpha_spy_p1w": 0.027506605327620504, "alpha_c_p1w": 0.027506605327620504, "bench_spy_p1w": -0.010343234978203109, "bench_c_p1w": -0.010343234978203109, "ret_p1m": 0.02601180166983008, "ret_signed_p1m": 0.02601180166983008, "alpha_spy_p1m": 0.022506102419715512, "alpha_c_p1m": 0.022506102419715512, "bench_spy_p1m": 0.003505699250114569, "bench_c_p1m": 0.003505699250114569, "ret_p3m": -0.19163102215134864, "ret_signed_p3m": -0.19163102215134864, "alpha_spy_p3m": -0.1457150728908343, "alpha_c_p3m": -0.1457150728908343, "bench_spy_p3m": -0.045915949260514344, "bench_c_p3m": -0.045915949260514344, "ret_p6m": -0.27161089327315213, "ret_signed_p6m": -0.27161089327315213, "alpha_spy_p6m": -0.3556831433880828, "alpha_c_p6m": -0.3556831433880828, "bench_spy_p6m": 0.08407225011493069, "bench_c_p6m": 0.08407225011493069, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0007644603322913834, "alpha_spy_stated": 0.004328113839786152, "alpha_c_stated": 0.004328113839786152, "price_path": [0.3114, 0.3075, 0.3601, 0.3834, 0.4016, 0.4301, 0.3922, 0.4141, 0.3952, 0.2978, 0.3214, 0.2967, 0.2699, 0.2402, 0.2205, 0.2677, 0.2435, 0.2345, 0.2618, 0.2728, 0.3082, 0.2949, 0.2616, 0.2415, 0.2559, 0.2214, 0.1646, 0.1909, 0.1612, 0.185, 0.2151, 0.1807, 0.1654, 0.1429, 0.0821, 0.0557, 0.0655, 0.0485, -0.0069, -0.0246, 0.0119, 0.0012, 0.0376, 0.0464, 0.0422, -0.0105, 0.0472, 0.0721, 0.0562, 0.0247, 0.039, 0.0626, 0.0549, 0.0605, 0.0348, -0.0093, 0.007, -0.0125, -0.0203, 0.01, 0.0144, 0.0021, 0.0043, 0.0, 0.0008, -0.0011, 0.0137, 0.0031, 0.0172, 0.0311, 0.0762, 0.0744, 0.0467, 0.0435, 0.0376, 0.0454, 0.0927, 0.1111, 0.0953, 0.095, 0.061, 0.0123, 0.0246, 0.0255, 0.026, 0.0118, 0.0214, 0.0224, -0.0306, -0.0356, -0.098, -0.133, -0.163, -0.2812, -0.1912, -0.1962, -0.2114, -0.232, -0.2409, -0.2107, -0.2108, -0.2263, -0.2385, -0.2324, -0.2204, -0.2593, -0.2654, -0.221, -0.2268, -0.2448, -0.2116, -0.2171, -0.1665, -0.1879, -0.2189, -0.2159, -0.1984, -0.1952, -0.1919, -0.1865, -0.1418, -0.1526, -0.1833, -0.1986, -0.1916, -0.1871, -0.1916, -0.1826, -0.2114, -0.2395, -0.2355, -0.2178, -0.2196, -0.2332, -0.2327, -0.2106, -0.1753, -0.1847, -0.1773, -0.1634, -0.1462, -0.1496, -0.1425, -0.1385, -0.1159, -0.1302, -0.1247, -0.1035, -0.1028, -0.1121, -0.1131, -0.1248, -0.1314, -0.1253, -0.1038, -0.0849, -0.0723, -0.0666, -0.0828, -0.0808, -0.0631, -0.0775, -0.0912, -0.0709, -0.0936, -0.1178, -0.1202, -0.1121, -0.1111, -0.1347, -0.1141, -0.1308, -0.1478, -0.157, -0.1589, -0.1824, -0.2354, -0.2662, -0.2686, -0.3016, -0.2768, -0.2934, -0.2956, -0.2714, -0.2716, -0.2401, -0.248, -0.2616, -0.279, -0.2716]}
{"unit_id": "quote:2038191852159938696", "ticker_idx": 0, "ts": "2026-03-29T09:49:39+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "remember the likes of $RKLB $PL have massive defence applications in a time where conflicts and military spending is only rising", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space sector pullbacks, especially RKLB and PL on defense/military spending tailwinds; SpaceX IPO as potential catalyst.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Quite incredible how heavy the Space sector has been hit.\n\nSpaceX IPO seems to be on the horizon - an incredible catalyst for the companies below.\n\nAlso - remember the likes of $RKLB $PL have massive defence applications in a time where conflicts and military spending is only rising.\n\nDYOR - but I’m starting to pay some real attention with these pullbacks.", "reply_text": null, "parent_text": null, "quoted_text": "How much is your favorite space stock down from 2026 YTD highs? 🤔\n\n-43.3% $RDW\n-39.5% $VOYG\n-39.4% $ASTS\n-38.8% $RKLB\n-29.8% $FLY\n-24.9% $LUNR\n-21.0% $BKSY\n-14.9% $PL\n-12.9% $SATS", "parent_author": null, "ret_m1d": 0.06186823232795646, "ret_signed_m1d": 0.06186823232795646, "alpha_spy_m1d": 0.05851362588056652, "alpha_c_m1d": 0.045330301558870634, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11920529845351857, "ret_signed_p1d": 0.11920529845351857, "alpha_spy_p1d": 0.0901374326687614, "alpha_c_p1d": 0.08651260214140821, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.17933072341032075, "ret_signed_p1w": 0.17933072341032075, "alpha_spy_p1w": 0.13667043189991035, "alpha_c_p1w": 0.12824834269137453, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.36964090057435195, "ret_signed_p1m": 0.36964090057435195, "alpha_spy_p1m": 0.2434956914791031, "alpha_c_p1m": 0.2778843053319102, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": 0.4062391240742562, "ret_signed_p3m": 0.4062391240742562, "alpha_spy_p3m": 0.2413234951617993, "alpha_c_p3m": 0.2276873518886917, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36964090057435195, "alpha_spy_stated": 0.2434956914791031, "alpha_c_stated": 0.2778843053319102, "price_path": [0.2158, 0.2158, 0.3243, 0.3618, 0.4993, 0.4653, 0.4479, 0.4787, 0.5319, 0.5089, 0.5999, 0.5817, 0.6783, 0.6783, 0.5539, 0.5305, 0.5333, 0.5493, 0.4026, 0.5162, 0.5436, 0.4932, 0.3954, 0.2923, 0.4163, 0.2741, 0.1558, 0.2604, 0.3217, 0.2553, 0.2133, 0.1504, 0.1753, 0.1753, 0.218, 0.297, 0.3346, 0.2349, 0.2236, 0.2194, 0.2234, 0.2661, 0.2043, 0.2368, 0.2222, 0.2532, 0.2199, 0.2219, 0.2457, 0.2013, 0.2541, 0.1915, 0.1922, 0.2428, 0.3696, 0.2109, 0.2536, 0.1717, 0.1851, 0.1514, 0.2701, 0.1492, 0.0619, 0.0, 0.1192, 0.1419, 0.1804, 0.1804, 0.1793, 0.1558, 0.2039, 0.1631, 0.186, 0.2307, 0.2586, 0.2827, 0.4453, 0.4779, 0.5591, 0.5099, 0.5692, 0.4744, 0.3886, 0.4341, 0.3696, 0.3423, 0.438, 0.3735, 0.3996, 0.3726, 0.4753, 0.3695, 0.8381, 1.0451, 1.0488, 1.1636, 1.31, 1.1745, 1.2858, 1.2187, 1.3402, 1.1863, 1.366, 1.366, 1.4956, 1.6182, 1.5798, 1.5005, 1.133, 1.1492, 0.999, 1.0904, 0.9184, 0.9807, 0.8862, 0.8308, 1.0003, 0.7844, 0.904, 0.8235, 0.8818, 0.8689, 0.8689, 0.7478, 0.6577, 0.4885, 0.4062, 0.4733, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038191852159938696", "ticker_idx": 1, "ts": "2026-03-29T09:49:39+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "remember the likes of $RKLB $PL have massive defence applications in a time where conflicts and military spending is only rising", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space sector pullbacks, especially RKLB and PL on defense/military spending tailwinds; SpaceX IPO as potential catalyst.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Quite incredible how heavy the Space sector has been hit.\n\nSpaceX IPO seems to be on the horizon - an incredible catalyst for the companies below.\n\nAlso - remember the likes of $RKLB $PL have massive defence applications in a time where conflicts and military spending is only rising.\n\nDYOR - but I’m starting to pay some real attention with these pullbacks.", "reply_text": null, "parent_text": null, "quoted_text": "How much is your favorite space stock down from 2026 YTD highs? 🤔\n\n-43.3% $RDW\n-39.5% $VOYG\n-39.4% $ASTS\n-38.8% $RKLB\n-29.8% $FLY\n-24.9% $LUNR\n-21.0% $BKSY\n-14.9% $PL\n-12.9% $SATS", "parent_author": null, "ret_m1d": 0.10648982738255142, "ret_signed_m1d": 0.10648982738255142, "alpha_spy_m1d": 0.10313522093516148, "alpha_c_m1d": 0.08995189661346559, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021513579994298926, "ret_signed_p1d": 0.0021513579994298926, "alpha_spy_p1d": -0.02691650778532728, "alpha_c_p1d": -0.030541338312680466, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.25564722926317396, "ret_signed_p1w": 0.25564722926317396, "alpha_spy_p1w": 0.21298693775276356, "alpha_c_p1w": 0.20456484854422774, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.25600572054148185, "ret_signed_p1m": 0.25600572054148185, "alpha_spy_p1m": 0.129860511446233, "alpha_c_p1m": 0.16424912529904012, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": -0.0494800713864052, "ret_signed_p3m": -0.0494800713864052, "alpha_spy_p3m": -0.21439570029886212, "alpha_c_p3m": -0.2280318435719697, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25600572054148185, "alpha_spy_stated": 0.129860511446233, "alpha_c_stated": 0.16424912529904012, "price_path": [-0.2929, -0.2929, -0.2682, -0.2331, -0.2169, -0.1893, -0.1954, -0.1857, -0.0878, -0.0921, -0.0416, 0.014, 0.0319, 0.0319, 0.0039, -0.0541, -0.0656, -0.0341, -0.0724, 0.0065, -0.0004, -0.0552, -0.1047, -0.1807, -0.1413, -0.2194, -0.2675, -0.2019, -0.1388, -0.1829, -0.2237, -0.2363, -0.1961, -0.1961, -0.2037, -0.1488, -0.0997, -0.1431, -0.1474, -0.114, -0.1169, -0.0821, -0.1345, -0.0549, -0.0929, -0.0678, -0.1183, -0.0936, -0.0742, -0.0893, -0.0878, -0.1047, -0.1112, -0.118, -0.029, -0.1104, -0.0333, 0.213, 0.2126, 0.1413, 0.2682, 0.1617, 0.1065, 0.0, 0.0022, 0.1011, 0.2865, 0.2865, 0.2556, 0.261, 0.3105, 0.2273, 0.2431, 0.2305, 0.2166, 0.2338, 0.4303, 0.3797, 0.3446, 0.3636, 0.4152, 0.3729, 0.2707, 0.2711, 0.256, 0.2219, 0.3256, 0.3231, 0.3819, 0.3313, 0.4231, 0.2635, 0.3998, 0.5002, 0.4586, 0.4607, 0.5432, 0.4923, 0.4919, 0.4912, 0.5296, 0.5231, 0.5902, 0.5902, 0.7325, 0.81, 0.843, 0.8336, 0.6658, 0.7243, 0.5464, 0.5608, 0.1553, 0.1739, 0.1176, 0.1015, 0.2252, 0.1169, 0.0965, 0.0115, 0.0118, 0.0122, 0.0122, 0.0316, 0.0229, -0.057, -0.0495, -0.0294, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008524748377256364", "ticker_idx": 0, "ts": "2026-01-06T13:03:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fellow $NBIS bull", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish stance on NBIS; self-identifies as a bull.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sandeman52 Great insight! Fellow $NBIS bull", "reply_text": null, "parent_text": "$NBIS Remember, this puppy has been beaten down.  There was no bad news to justify it.  I believe it was beaten down because it popped so fast before institutions could get a piece.  They now own a much larger stake than they had 3 months ago.  Mathematically, if you look at https://t.co/hvGWtpbnhN", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.07392254779160456, "ret_signed_m1d": -0.07392254779160456, "alpha_spy_m1d": -0.06801054908441084, "alpha_c_m1d": -0.0775021465118646, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": 0.0035795987202600354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040203500251205226, "ret_signed_p1d": -0.040203500251205226, "alpha_spy_p1d": -0.03698008797000707, "alpha_c_p1d": -0.03815791249315559, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.0020455877580496384, "ret_p1w": 0.051775763687262666, "ret_signed_p1w": 0.051775763687262666, "alpha_spy_p1w": 0.048942605761436164, "alpha_c_p1w": 0.05552593160766961, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.003750167920406944, "ret_p1m": -0.17807261427100196, "ret_signed_p1m": -0.17807261427100196, "alpha_spy_p1m": -0.16994902639308274, "alpha_c_p1m": -0.17355540816833948, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.0045172061026624855, "ret_p3m": 0.08559459311556727, "ret_signed_p3m": 0.08559459311556727, "alpha_spy_p3m": 0.13501409863136915, "alpha_c_p3m": 0.13054095080258088, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.044946357687013605, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17807261427100196, "alpha_spy_stated": -0.16994902639308274, "alpha_c_stated": -0.17355540816833948, "price_path": [0.3232, 0.2927, 0.3514, 0.2784, 0.2553, 0.2275, 0.1317, 0.0874, 0.0403, -0.0162, 0.0591, 0.1698, 0.2513, 0.2154, 0.248, 0.2388, 0.3051, 0.2018, 0.1028, 0.1672, 0.0918, 0.1101, 0.0969, 0.0198, -0.0587, -0.1158, -0.1666, -0.1423, -0.0968, -0.0516, -0.1556, -0.1694, -0.0832, -0.1133, -0.0554, -0.0554, -0.0536, -0.0009, -0.0378, -0.0132, 0.0255, -0.0219, 0.0009, -0.0382, -0.0663, -0.0595, -0.1252, -0.1905, -0.1924, -0.2473, -0.221, -0.1075, -0.0699, -0.1019, -0.0909, -0.0909, -0.1262, -0.1417, -0.1503, -0.165, -0.165, -0.1027, -0.0739, 0.0, -0.0402, -0.0293, -0.023, 0.0707, 0.0518, 0.0174, 0.0364, 0.0847, 0.0847, -0.0095, -0.0137, -0.0338, -0.0573, -0.0876, -0.0236, 0.0019, -0.0532, -0.1501, -0.1205, -0.1027, -0.1781, -0.2631, -0.1411, -0.0734, -0.0843, -0.116, -0.1048, -0.0222, -0.0222, -0.0271, 0.0156, 0.0735, -0.0231, 0.0037, 0.0233, 0.0587, 0.0463, -0.0903, -0.0921, -0.1341, -0.0245, -0.0458, -0.1088, -0.0529, -0.038, 0.1173, 0.0778, 0.1268, 0.2954, 0.1605, 0.1828, 0.2123, 0.1734, 0.1388, 0.1463, 0.1481, 0.0572, 0.0058, -0.0796, 0.0351, 0.0171, 0.0856, 0.0856, 0.1227, 0.1712, 0.247, 0.36, 0.4462, 0.5419, 0.6155, 0.6637, 0.6494, 0.5676, 0.5878, 0.5618, 0.5577, 0.567, 0.4681, 0.4461, 0.3519, 0.4085, 0.379, 0.5412, 0.76, 0.755, 0.9462, 0.8433, 0.7663, 0.8565, 0.7868, 1.0677, 1.2062, 1.1941, 0.9938, 0.9726, 0.9136, 1.194, 1.1426, 1.1426, 1.0756, 1.0787, 1.258, 1.3054, 1.6388, 1.5996, 1.5108, 1.5905, 1.2726, 1.1748, 1.1959, 1.1118, 1.2171, 1.318, 1.5945, 1.6447, 1.8024, 1.86, 1.86, 1.8293, 1.7459, 1.5904, 1.5602, 1.3972, null, null, null]}
{"unit_id": "orig:2006331927280640345", "ticker_idx": 0, "ts": "2025-12-31T11:49:41+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR $IREN and $NBIS all have more room to fall in the low volume environment", "tweet_type": "prediction", "timeline": "days", "summary": "All three names have more near-term downside in low-volume environment before finding support; IREN targets $32 retest.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "Pre-markets looking red.\n\nAs I predicted, $CIFR $IREN and $NBIS all have more room to fall in the low volume environment.\n\n$IREN TA makes $32 still look like a great retest.\n\n$CIFR at key support\n\n$NBIS more room to fall.\n\nAll great companies that are significantly undervalued rn IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011517620166515696, "ret_signed_m1d": 0.011517620166515696, "alpha_spy_m1d": 0.018981773953296255, "alpha_c_m1d": 0.0215197684243551, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.010002148257839405, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": 0.08943087224628155, "ret_signed_p1w": -0.08943087224628155, "alpha_spy_p1w": -0.07819788452511278, "alpha_c_p1w": -0.07164941700239691, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.017781455243884636, "ret_p1m": 0.19918702496391094, "ret_signed_p1m": -0.19918702496391094, "alpha_spy_p1m": -0.18141371341905965, "alpha_c_p1m": -0.17904386727137367, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.020143157692537272, "ret_p3m": -0.18597559911874295, "ret_signed_p3m": 0.18597559911874295, "alpha_spy_p3m": 0.11525748171270489, "alpha_c_p3m": 0.07267789371735123, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.11329770540139172, "ret_p6m": 0.7398373920703663, "ret_signed_p6m": -0.7398373920703663, "alpha_spy_p6m": -0.6573024033714692, "alpha_c_p6m": -0.45470960472706845, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.2851277873432978, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.08943087224628155, "alpha_spy_stated": -0.07819788452511278, "alpha_c_stated": -0.07164941700239691, "price_path": [-0.0041, 0.0393, 0.0671, 0.1924, 0.2188, 0.1497, 0.378, 0.4153, 0.4248, 0.2683, 0.271, 0.3489, 0.2246, 0.0915, 0.169, 0.3997, 0.3916, 0.3523, 0.3272, 0.292, 0.2636, 0.542, 0.5251, 0.6741, 0.4709, 0.4018, 0.3313, 0.2649, 0.1775, 0.0115, -0.0271, -0.0278, -0.0122, -0.0095, -0.0136, -0.0413, 0.1321, 0.187, 0.2974, 0.2974, 0.3787, 0.334, 0.1951, 0.2622, 0.3435, 0.3062, 0.3198, 0.3252, 0.252, 0.2791, 0.1551, -0.0014, 0.0156, -0.0251, 0.0264, 0.0982, 0.107, 0.0779, 0.0989, 0.0989, 0.0291, 0.0217, -0.0115, 0.0, 0.0, 0.0976, 0.2304, 0.1883, 0.0894, 0.1213, 0.1267, 0.1978, 0.2364, 0.2283, 0.187, 0.2737, 0.2737, 0.2141, 0.2005, 0.1782, 0.1904, 0.1172, 0.2703, 0.2852, 0.1992, 0.0813, 0.0711, 0.1016, -0.0346, -0.1396, -0.002, 0.1355, 0.1585, 0.103, 0.0908, 0.1125, 0.1125, 0.0596, 0.0447, 0.0705, -0.0075, 0.0312, 0.1599, 0.1253, 0.1165, 0.0569, 0.0678, -0.0034, 0.0867, 0.0264, -0.0772, -0.0305, -0.0542, -0.044, -0.0711, -0.0461, 0.0257, 0.0224, -0.0061, -0.0081, -0.0508, 0.0088, 0.0081, 0.0759, -0.0278, -0.0688, -0.186, -0.128, -0.1436, -0.1314, -0.1314, -0.0955, -0.0508, 0.0447, 0.1084, 0.1199, 0.2033, 0.25, 0.2195, 0.1748, 0.3123, 0.3069, 0.2222, 0.3171, 0.2663, 0.2331, 0.2304, 0.1694, 0.1463, 0.2019, 0.1545, 0.2121, 0.4973, 0.4844, 0.4014, 0.3923, 0.374, 0.3591, 0.439, 0.5102, 0.3774, 0.2954, 0.2737, 0.3198, 0.458, 0.4885, 0.4885, 0.5596, 0.7046, 0.666, 0.6023, 0.6267, 0.7812, 0.7778, 0.731, 0.521, 0.6457, 0.5606, 0.4241, 0.5332, 0.6599, 0.7636, 0.7757, 0.7852, 0.977, 0.977, 0.9065, 0.8726, 0.7764, 0.7398]}
{"unit_id": "orig:2006331927280640345", "ticker_idx": 1, "ts": "2025-12-31T11:49:41+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN TA makes $32 still look like a great retest", "tweet_type": "prediction", "timeline": "days", "summary": "All three names have more near-term downside in low-volume environment before finding support; IREN targets $32 retest.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "Pre-markets looking red.\n\nAs I predicted, $CIFR $IREN and $NBIS all have more room to fall in the low volume environment.\n\n$IREN TA makes $32 still look like a great retest.\n\n$CIFR at key support\n\n$NBIS more room to fall.\n\nAll great companies that are significantly undervalued rn IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014032268278353577, "ret_signed_m1d": -0.014032268278353577, "alpha_spy_m1d": -0.006568114491573018, "alpha_c_m1d": -0.006546426646659942, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.007485841631693635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": 0.15501719542692838, "ret_signed_p1w": -0.15501719542692838, "alpha_spy_p1w": -0.14378420770575961, "alpha_c_p1w": -0.1396802686235885, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.015336926803339868, "ret_p1m": 0.5843261696410094, "ret_signed_p1m": -0.5843261696410094, "alpha_spy_p1m": -0.5665528580961581, "alpha_c_p1m": -0.6066011078924405, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": -0.02227493825143112, "ret_p3m": -0.16282762891166802, "ret_signed_p3m": 0.16282762891166802, "alpha_spy_p3m": 0.09210951150562996, "alpha_c_p3m": 0.050331564816520125, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.1124960640951479, "ret_p6m": 0.26396613979001904, "ret_signed_p6m": -0.26396613979001904, "alpha_spy_p6m": -0.18143115109112196, "alpha_c_p6m": -0.2796142858435974, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": -0.015648146053578338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.15501719542692838, "alpha_spy_stated": -0.14378420770575961, "alpha_c_stated": -0.1396802686235885, "price_path": [0.336, 0.529, 0.633, 0.5909, 0.6905, 0.5825, 0.6982, 0.8417, 0.7998, 0.637, 0.6076, 0.5679, 0.4613, 0.3723, 0.479, 0.6653, 0.7207, 0.6526, 0.5997, 0.5414, 0.6084, 0.7938, 0.7641, 1.023, 0.7728, 0.6516, 0.5931, 0.5192, 0.4747, 0.2881, 0.2277, 0.2552, 0.2934, 0.2134, 0.1509, 0.1189, 0.2838, 0.2568, 0.2828, 0.2828, 0.2658, 0.2838, 0.0887, 0.1639, 0.2298, 0.1837, 0.2269, 0.2401, 0.1628, 0.1634, 0.0625, -0.0606, -0.0312, -0.1056, -0.0522, 0.0569, 0.1131, 0.1138, 0.1115, 0.1115, 0.067, 0.0434, 0.014, 0.0, 0.0, 0.1305, 0.2772, 0.2155, 0.155, 0.2094, 0.2187, 0.3325, 0.403, 0.4001, 0.3738, 0.5308, 0.5308, 0.4366, 0.4159, 0.3836, 0.5007, 0.3863, 0.5883, 0.6664, 0.5843, 0.4228, 0.4053, 0.44, 0.1898, 0.0535, 0.1075, 0.2219, 0.1366, 0.1297, 0.0598, 0.1178, 0.1178, 0.0847, 0.1141, 0.1461, 0.0585, 0.1215, 0.2033, 0.1657, 0.1713, 0.0842, 0.0958, 0.0286, 0.1607, 0.0624, -0.0283, 0.0283, 0.0093, 0.1115, 0.0953, 0.1009, 0.1898, 0.1374, 0.1176, 0.103, 0.0932, 0.1162, 0.0887, 0.0969, -0.0085, -0.071, -0.1628, -0.0924, -0.0974, -0.0794, -0.0794, -0.0699, -0.0537, -0.0249, -0.0188, 0.041, 0.1403, 0.2542, 0.2926, 0.2629, 0.274, 0.2899, 0.1959, 0.2812, 0.3773, 0.3407, 0.2804, 0.1766, 0.1348, 0.2049, 0.2089, 0.31, 0.4493, 0.6145, 0.5052, 0.6203, 0.4602, 0.4975, 0.4607, 0.5462, 0.4016, 0.336, 0.264, 0.3956, 0.5372, 0.5046, 0.5046, 0.5827, 0.7961, 0.6958, 0.6823, 0.7297, 0.7633, 0.7337, 0.6378, 0.439, 0.5671, 0.4302, 0.364, 0.5015, 0.5825, 0.6111, 0.5669, 0.5385, 0.5875, 0.5875, 0.5057, 0.4488, 0.3317, 0.264]}
{"unit_id": "orig:2006331927280640345", "ticker_idx": 2, "ts": "2025-12-31T11:49:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS more room to fall", "tweet_type": "prediction", "timeline": "days", "summary": "All three names have more near-term downside in low-volume environment before finding support; IREN targets $32 retest.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Pre-markets looking red.\n\nAs I predicted, $CIFR $IREN and $NBIS all have more room to fall in the low volume environment.\n\n$IREN TA makes $32 still look like a great retest.\n\n$CIFR at key support\n\n$NBIS more room to fall.\n\nAll great companies that are significantly undervalued rn IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01750189720857409, "ret_signed_m1d": -0.01750189720857409, "alpha_spy_m1d": -0.010037743421793532, "alpha_c_m1d": -0.012659973984858075, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.004841923223716016, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": 0.14939366799916365, "ret_signed_p1w": -0.14939366799916365, "alpha_spy_p1w": -0.13816068027799489, "alpha_c_p1w": -0.15474540801541448, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": -0.005351740016250828, "ret_p1m": 0.13386299009550484, "ret_signed_p1m": -0.13386299009550484, "alpha_spy_p1m": -0.11608967855065355, "alpha_c_p1m": -0.11627890633979576, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01758408375570908, "ret_p3m": 0.10220417081457933, "ret_signed_p3m": -0.10220417081457933, "alpha_spy_p3m": -0.1729222882206174, "alpha_c_p3m": -0.18218621869277085, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.07998204787819152, "ret_p6m": 2.065886139047934, "ret_signed_p6m": -2.065886139047934, "alpha_spy_p6m": -1.9833511503490369, "alpha_c_p6m": -2.1638094879204344, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": -0.09792334887250054, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.14939366799916365, "alpha_spy_stated": -0.13816068027799489, "alpha_c_stated": -0.15474540801541448, "price_path": [0.5289, 0.4926, 0.4061, 0.4575, 0.5846, 0.5481, 0.6183, 0.531, 0.5033, 0.4699, 0.3552, 0.3022, 0.2458, 0.1782, 0.2683, 0.4009, 0.4985, 0.4555, 0.4945, 0.4835, 0.5629, 0.4392, 0.3206, 0.3978, 0.3074, 0.3294, 0.3135, 0.2212, 0.1273, 0.0588, -0.002, 0.0272, 0.0817, 0.1358, 0.0112, -0.0053, 0.0979, 0.0618, 0.1312, 0.1312, 0.1334, 0.1965, 0.1523, 0.1818, 0.2281, 0.1713, 0.1986, 0.1518, 0.1181, 0.1263, 0.0476, -0.0306, -0.0329, -0.0986, -0.0671, 0.0688, 0.1138, 0.0756, 0.0887, 0.0887, 0.0464, 0.0279, 0.0175, 0.0, 0.0, 0.0746, 0.109, 0.1975, 0.1494, 0.1624, 0.1699, 0.2822, 0.2595, 0.2183, 0.2411, 0.299, 0.299, 0.1862, 0.1812, 0.157, 0.129, 0.0926, 0.1692, 0.1998, 0.1339, 0.0177, 0.0532, 0.0746, -0.0157, -0.1175, 0.0286, 0.1096, 0.0966, 0.0586, 0.072, 0.1709, 0.1709, 0.165, 0.2162, 0.2856, 0.1698, 0.202, 0.2255, 0.2678, 0.253, 0.0894, 0.0873, 0.037, 0.1682, 0.1427, 0.0672, 0.1342, 0.152, 0.338, 0.2907, 0.3494, 0.5513, 0.3898, 0.4164, 0.4518, 0.4052, 0.3637, 0.3728, 0.3749, 0.266, 0.2045, 0.1022, 0.2396, 0.218, 0.3, 0.3, 0.3445, 0.4025, 0.4933, 0.6287, 0.7319, 0.8465, 0.9347, 0.9924, 0.9753, 0.8773, 0.9014, 0.8703, 0.8654, 0.8766, 0.7581, 0.7318, 0.6189, 0.6868, 0.6514, 0.8456, 1.1076, 1.1017, 1.3307, 1.2074, 1.1152, 1.2233, 1.1398, 1.4762, 1.642, 1.6276, 1.3877, 1.3622, 1.2916, 1.6274, 1.5658, 1.5658, 1.4856, 1.4893, 1.704, 1.7608, 2.16, 2.1131, 2.0067, 2.1022, 1.7216, 1.6044, 1.6297, 1.529, 1.655, 1.7759, 2.107, 2.1671, 2.356, 2.425, 2.425, 2.3882, 2.2883, 2.1021, 2.0659]}
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{"unit_id": "orig:2067596033933127894", "ticker_idx": 4, "ts": "2026-06-18T13:11:23+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ELMT hits $75", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish price targets on BTC ($200k), OUST ($200), AMPG ($100), ASST ($150), ELMT ($75).", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "My living room when:\n$BTC hits $200,000\n$OUST hits $200\n$AMPG hits $100\n$ASST hits $150\n$ELMT hits $75 https://t.co/HhVWusafL3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04218105310170295, "ret_signed_m1d": -0.04218105310170295, "alpha_spy_m1d": -0.03189104578801161, "alpha_c_m1d": -0.03493983764759867, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.007241215454104277, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.03909466090550584, "ret_signed_p1w": -0.03909466090550584, "alpha_spy_p1w": -0.02243557929196882, "alpha_c_p1w": -0.05934219578749644, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": 0.020247534881990603, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0787, -0.1255, -0.1672, -0.2202, -0.1605, -0.159, -0.195, -0.2094, -0.2253, -0.195, -0.2104, -0.1919, -0.1986, -0.1389, -0.1399, -0.1698, -0.2052, -0.2618, -0.304, -0.2783, -0.2459, -0.2438, -0.2438, -0.195, -0.1996, -0.1667, -0.214, -0.0252, 0.1363, 0.0201, -0.0072, -0.1168, -0.107, -0.035, -0.0442, -0.0005, 0.052, 0.0617, -0.0622, -0.0422, 0.0, 0.0, -0.0355, -0.0509, -0.0684, -0.0391, -0.0247, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2060321061208539241", "ticker_idx": 0, "ts": "2026-05-29T11:23:14+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Roth Capital just initiated $OUST at $75. Street consensus sits at $42. That's a 78% premium!", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST on Roth $75 initiation and NDAA Section 164 locking out dominant rival Hesai from DoD procurement; HSAI faces regulatory-forced market exit.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Roth Capital just initiated $OUST at $75. Street consensus sits at $42. That’s a 78% premium!\n\nJune 30, 2026. NDAA Section 164 goes live. Every DoD system running Hesai LiDAR becomes non-compliant overnight. $HSAI holds 37% of the global LiDAR market. They lose US federal procurement access in 32 days.\n$OUST already has DoD-certified hardware. 49% revenue growth. 13 consecutive quarters of product revenue growth. $175M cash, zero debt.\n\nRoth is modelling what happens when your dominant competitor gets legislatively removed from the world’s largest defence buyer permanently.\n\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08078170396606754, "ret_signed_m1d": -0.08078170396606754, "alpha_spy_m1d": -0.07829649083455181, "alpha_c_m1d": -0.05895150192633203, "bench_spy_m1d": -0.002485213131515729, "bench_c_m1d": -0.021830202039735513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02432136700196519, "ret_signed_p1d": -0.02432136700196519, "alpha_spy_p1d": -0.027044480462869003, "alpha_c_p1d": -0.049135467188324955, "bench_spy_p1d": 0.0027231134609038143, "bench_c_p1d": 0.024814100186359767, "ret_p1w": -0.13832788354876369, "ret_signed_p1w": -0.13832788354876369, "alpha_spy_p1w": -0.11330410160492144, "alpha_c_p1w": -0.08220804520870362, "bench_spy_p1w": -0.02502378194384225, "bench_c_p1w": -0.05611983834006007, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, -0.0243, -0.0004, -0.0454, 0.0226, -0.1383, -0.1123, -0.1635, -0.1663, -0.1398, -0.1357, -0.0189, -0.0721, -0.1157, 0.0113, 0.0113, 0.0354, -0.0193, -0.116, -0.0919, -0.0875, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2060321061208539241", "ticker_idx": 1, "ts": "2026-05-29T11:23:14+00:00", "symbol": "HSAI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HSAI holds 37% of the global LiDAR market. They lose US federal procurement access in 32 days.", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST on Roth $75 initiation and NDAA Section 164 locking out dominant rival Hesai from DoD procurement; HSAI faces regulatory-forced market exit.", "resolved_tickers": ["HSAI"], "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": "original", "lang": "en", "tweet_text": "Roth Capital just initiated $OUST at $75. Street consensus sits at $42. That’s a 78% premium!\n\nJune 30, 2026. NDAA Section 164 goes live. Every DoD system running Hesai LiDAR becomes non-compliant overnight. $HSAI holds 37% of the global LiDAR market. They lose US federal procurement access in 32 days.\n$OUST already has DoD-certified hardware. 49% revenue growth. 13 consecutive quarters of product revenue growth. $175M cash, zero debt.\n\nRoth is modelling what happens when your dominant competitor gets legislatively removed from the world’s largest defence buyer permanently.\n\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05238094132803739, "ret_signed_m1d": -0.05238094132803739, "alpha_spy_m1d": -0.05486615445955312, "alpha_c_m1d": -0.04253574773796265, "bench_spy_m1d": -0.002485213131515729, "bench_c_m1d": 0.009845193590074741, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05978841750913788, "ret_signed_p1d": -0.05978841750913788, "alpha_spy_p1d": -0.05706530404823407, "alpha_c_p1d": -0.08196103765792262, "bench_spy_p1d": 0.0027231134609038143, "bench_c_p1d": -0.02217262014878474, "ret_p1w": -0.021693114057533158, "ret_signed_p1w": 0.021693114057533158, "alpha_spy_p1w": -0.003330667886309091, "alpha_c_p1w": -0.028029781159499167, "bench_spy_p1w": -0.02502378194384225, "bench_c_p1w": -0.049722895217032326, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.3238, 0.3418, 0.2566, 0.2624, 0.2884, 0.3354, 0.3582, 0.2878, 0.272, 0.3063, 0.3, 0.291, 0.2878, 0.209, 0.2476, 0.0709, 0.0503, 0.0259, -0.0243, -0.0619, 0.0116, 0.0847, 0.0915, 0.0915, 0.0958, 0.0714, 0.1577, 0.1519, 0.1989, 0.182, 0.2429, 0.2815, 0.2984, 0.2302, 0.1587, 0.1312, 0.1444, 0.1111, 0.182, 0.2386, 0.1894, 0.1783, 0.2, 0.1646, 0.1444, 0.1312, 0.1878, 0.1566, 0.1429, 0.1534, 0.1317, 0.272, 0.2492, 0.1873, 0.1646, 0.0595, 0.0714, 0.1058, 0.0915, 0.0915, 0.1328, 0.0915, 0.0524, 0.0, 0.0598, 0.146, 0.0995, 0.0714, -0.0217, 0.0138, -0.0243, -0.0725, -0.0444, -0.0397, -0.0069, -0.0931, -0.0963, -0.1063, -0.1063, -0.1354, -0.1587, -0.1741, -0.2053, -0.2169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038618018725433853", "ticker_idx": 0, "ts": "2026-03-30T14:03:06+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm looking to add $ONDS back at these levels. -25% in 5 days is an incredible opportunity after a record earnings and massive forward guidance increase.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Buying the dip in ONDS after -25% drop; views pullback as opportunity given record earnings and raised guidance.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jrouldz I’m looking to add $ONDS back at these levels.\n\n-25% in 5 days is an incredible opportunity after a record earnings and massive forward guidance increase.", "reply_text": null, "parent_text": "If you are buying the dip, what sector?\n\n(Too bad I can only give 4 options)", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": 0.07975467516915136, "ret_signed_m1d": 0.07975467516915136, "alpha_spy_m1d": 0.07640006872176142, "alpha_c_m1d": 0.07640006872176142, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10920250122456476, "ret_signed_p1d": 0.10920250122456476, "alpha_spy_p1d": 0.08013463543980759, "alpha_c_p1d": 0.08013463543980759, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.16809827035065017, "ret_signed_p1w": 0.16809827035065017, "alpha_spy_p1w": 0.12543797884023977, "alpha_c_p1w": 0.12543797884023977, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": 0.28588957457230335, "ret_signed_p1m": 0.28588957457230335, "alpha_spy_p1m": 0.1597443654770545, "alpha_c_p1m": 0.1597443654770545, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.05828214110776475, "ret_signed_p3m": -0.05828214110776475, "alpha_spy_p3m": -0.22319777002022168, "alpha_c_p3m": -0.22319777002022168, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28588957457230335, "alpha_spy_stated": 0.1597443654770545, "alpha_c_stated": 0.1597443654770545, "price_path": [0.1975, 0.1975, 0.3521, 0.5374, 0.5755, 0.4945, 0.719, 0.6798, 0.6184, 0.7043, 0.6638, 0.573, 0.492, 0.492, 0.611, 0.5399, 0.5485, 0.4933, 0.3693, 0.5043, 0.5055, 0.3828, 0.2712, 0.3055, 0.3963, 0.1877, 0.0405, 0.189, 0.2687, 0.1877, 0.1325, 0.1006, 0.1423, 0.1423, 0.2331, 0.3583, 0.3975, 0.2307, 0.2503, 0.2761, 0.2638, 0.2822, 0.2368, 0.3092, 0.2294, 0.2896, 0.2871, 0.2061, 0.1926, 0.2282, 0.2061, 0.2675, 0.2466, 0.292, 0.384, 0.3288, 0.319, 0.2344, 0.3374, 0.3104, 0.265, 0.1583, 0.0798, 0.0, 0.1092, 0.081, 0.1779, 0.1779, 0.1681, 0.1693, 0.1595, 0.1215, 0.1202, 0.162, 0.1534, 0.2307, 0.2515, 0.227, 0.3166, 0.3337, 0.3571, 0.2933, 0.2945, 0.3436, 0.2859, 0.1644, 0.2319, 0.2663, 0.1939, 0.1448, 0.146, 0.0908, 0.1117, 0.1558, 0.1092, 0.0871, 0.3755, 0.3031, 0.1902, 0.1196, 0.1485, 0.1264, 0.1117, 0.1117, 0.1988, 0.3252, 0.6258, 0.6221, 0.6515, 0.6663, 0.4245, 0.4687, 0.2798, 0.2638, 0.184, 0.1423, 0.2061, 0.1448, 0.1669, 0.1301, 0.119, 0.1374, 0.1374, 0.0908, 0.0466, -0.0577, -0.0583, -0.0393, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021962215478509638", "ticker_idx": 0, "ts": "2026-02-12T14:58:53+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I continue to accumulate with my newfound cash", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Continuing to accumulate TE on the dip, lowering cost basis.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE continues to fall. \n\nI continue to accumulate with my newfound cash.\n\nAll of the haters yesterday have egg on their faces, I made a decision that was right for me and my financial position.\n\nCost basis down again. https://t.co/7jA5256hPw", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10305955918746945, "ret_signed_m1d": 0.10305955918746945, "alpha_spy_m1d": 0.08736828723064072, "alpha_c_m1d": 0.09096108177959028, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.012098477407879171, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014492778105480664, "ret_signed_p1d": -0.014492778105480664, "alpha_spy_p1d": -0.015197277208599758, "alpha_c_p1d": -0.022712784777526585, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.00822000667204592, "ret_p1w": 0.016103044125327814, "ret_signed_p1w": 0.016103044125327814, "alpha_spy_p1w": 0.011391312332873937, "alpha_c_p1w": -0.004678416360115456, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.02078146048544327, "ret_p1m": 0.22705311413055074, "ret_signed_p1m": 0.22705311413055074, "alpha_spy_p1m": 0.25491289232951886, "alpha_c_p1m": 0.27394168448267475, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.046888570352124015, "ret_p3m": -0.05797103563655148, "ret_signed_p3m": -0.05797103563655148, "alpha_spy_p3m": -0.14446527805413445, "alpha_c_p3m": -0.07006898027526431, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.012097944638712832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22705311413055074, "alpha_spy_stated": 0.25491289232951886, "alpha_c_stated": 0.27394168448267475, "price_path": [-0.4879, -0.5072, -0.5346, -0.562, -0.562, -0.4944, -0.4702, -0.3816, -0.3816, -0.3366, -0.2802, -0.2367, -0.2721, -0.1771, -0.0612, -0.0306, 0.0837, -0.0097, -0.0548, -0.1385, -0.1852, -0.124, -0.1272, -0.0306, 0.0354, 0.1755, 0.1449, 0.1353, 0.1353, 0.095, 0.0338, 0.0467, 0.0757, 0.0757, 0.2625, 0.3205, 0.2319, 0.1723, 0.0966, 0.1176, 0.161, 0.2657, 0.2657, 0.1932, 0.3156, 0.3156, 0.3333, 0.2593, 0.3478, 0.3688, 0.3108, 0.4686, 0.5282, 0.43, 0.3414, 0.3945, 0.4638, 0.2448, 0.1707, 0.3317, 0.2303, 0.2093, 0.1031, 0.0, -0.0145, -0.0145, 0.037, 0.0403, 0.0161, 0.0, 0.0129, 0.1417, 0.1626, 0.1739, -0.0081, 0.1014, 0.0483, 0.1433, 0.0966, 0.0821, 0.153, 0.285, 0.3108, 0.2464, 0.2271, 0.2432, 0.2544, 0.1804, 0.2415, 0.0628, 0.1014, 0.0644, 0.0757, 0.0113, -0.0725, -0.095, -0.2931, -0.2786, -0.3253, -0.3253, -0.3478, -0.3671, -0.3285, -0.3269, -0.2448, -0.1771, -0.2174, -0.1401, -0.1965, -0.19, -0.1981, -0.1804, -0.132, -0.132, -0.1481, -0.1449, -0.211, -0.2126, -0.2271, -0.1707, -0.1787, -0.1401, -0.1514, -0.1707, -0.0081, -0.0274, -0.058, -0.0966, -0.0773, -0.087, 0.1272, 0.1079, 0.401, 0.4042, 0.3011, 0.3011, 0.6828, 0.7649, 0.7424, 0.7005, 0.6763, 0.9388, 0.8519, 0.8776, 0.5185, 0.4702, 0.3623, 0.2448, 0.3639, 0.3688, 0.4364, 0.3897, 0.4557, 0.5056, 0.5056, 0.6747, 0.4879, 0.3736, 0.3688, 0.3221, null, null, null, null, null, null, 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:2055727488664301722", "ticker_idx": 0, "ts": "2026-05-16T19:10:01+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 don't buy Bitcoin", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Bitcoin and MSTR; framing not buying BTC as a hallmark of bad investors.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "One thing? Here’s some more…\n\n1. They don’t buy Bitcoin \n2. They follow random influencers on X\n3. They don’t buy Bitcoin.\n\nEasy. $BTC $MSTR $ASST", "reply_text": null, "parent_text": null, "quoted_text": "What is 1 thing all of the WORST investors have in common?", "parent_author": null, "ret_m1d": 0.02743850997356989, "ret_signed_m1d": 0.02743850997356989, "alpha_spy_m1d": 0.026734505382048246, "alpha_c_m1d": 0.026734505382048246, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002641385386229267, "ret_signed_p1d": -0.002641385386229267, "alpha_spy_p1d": 0.004019402701264108, "alpha_c_p1d": 0.004019402701264108, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": 0.004233140381643574, "ret_signed_p1w": 0.004233140381643574, "alpha_spy_p1w": -0.005230079727736481, "alpha_c_p1w": -0.005230079727736481, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": -0.14753626701931166, "ret_signed_p1m": -0.14753626701931166, "alpha_spy_p1m": -0.1633489491094613, "alpha_c_p1m": -0.1633489491094613, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14753626701931166, "alpha_spy_stated": -0.1633489491094613, "alpha_c_stated": -0.1633489491094613, "price_path": [-0.1368, -0.1299, -0.1163, -0.1603, -0.1673, -0.1169, -0.1235, -0.1439, -0.1063, -0.1125, -0.0551, -0.0794, -0.1146, -0.1111, -0.0913, -0.0877, -0.084, -0.0778, -0.0272, -0.0394, -0.0742, -0.0915, -0.0836, -0.0785, -0.0836, -0.0733, -0.1061, -0.1379, -0.1334, -0.1133, -0.1153, -0.1308, -0.1302, -0.1052, -0.0651, -0.0758, -0.0674, -0.0517, -0.0321, -0.036, -0.0279, -0.0234, 0.0022, -0.0141, -0.0078, 0.0162, 0.0171, 0.0065, 0.0054, -0.0078, -0.0153, -0.0084, 0.0159, 0.0373, 0.0516, 0.0581, 0.0397, 0.042, 0.062, 0.0458, 0.0302, 0.0532, 0.0274, 0.0, -0.0026, 0.0065, 0.0076, -0.019, 0.0042, -0.0147, -0.0339, -0.0444, -0.0465, -0.0732, -0.1332, -0.1681, -0.1709, -0.2083, -0.1802, -0.199, -0.2015, -0.174, -0.1743, -0.1386, -0.1475, -0.1629, -0.1827, -0.1743, -0.169, -0.1856, -0.2074, -0.2239, -0.2201, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055727488664301722", "ticker_idx": 1, "ts": "2026-05-16T19:10:01+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BTC $MSTR $ASST", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Bitcoin and MSTR; framing not buying BTC as a hallmark of bad investors.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "One thing? Here’s some more…\n\n1. They don’t buy Bitcoin \n2. They follow random influencers on X\n3. They don’t buy Bitcoin.\n\nEasy. $BTC $MSTR $ASST", "reply_text": null, "parent_text": null, "quoted_text": "What is 1 thing all of the WORST investors have in common?", "parent_author": null, "ret_m1d": 0.06475420374452479, "ret_signed_m1d": 0.06475420374452479, "alpha_spy_m1d": 0.06405019915300314, "alpha_c_m1d": 0.06405019915300314, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012002640229210604, "ret_signed_p1d": -0.012002640229210604, "alpha_spy_p1d": -0.005341852141717229, "alpha_c_p1d": -0.005341852141717229, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": -0.0404489305386756, "ret_signed_p1w": -0.0404489305386756, "alpha_spy_p1w": -0.04991215064805565, "alpha_c_p1w": -0.04991215064805565, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": -0.262977891376985, "ret_signed_p1m": -0.262977891376985, "alpha_spy_p1m": -0.27879057346713465, "alpha_c_p1m": -0.27879057346713465, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.262977891376985, "alpha_spy_stated": -0.27879057346713465, "alpha_c_stated": -0.27879057346713465, "price_path": [-0.2486, -0.2231, -0.2135, -0.2576, -0.2522, -0.1859, -0.1994, -0.2228, -0.1739, -0.2037, -0.1212, -0.161, -0.1986, -0.1661, -0.1691, -0.1698, -0.1758, -0.1618, -0.1147, -0.0981, -0.1565, -0.1704, -0.1859, -0.1706, -0.1823, -0.165, -0.2022, -0.2437, -0.2712, -0.251, -0.2632, -0.2809, -0.2809, -0.2337, -0.2575, -0.23, -0.2267, -0.228, -0.2057, -0.1754, -0.1386, -0.1062, -0.0007, 0.0251, -0.016, 0.0764, 0.035, 0.0263, 0.0154, -0.0055, -0.0507, -0.0071, 0.0633, 0.103, 0.1216, 0.1212, 0.0793, 0.1258, 0.1759, 0.1068, 0.0684, 0.1221, 0.0648, 0.0, -0.012, -0.0049, -0.0107, -0.0404, -0.0404, -0.0402, -0.0746, -0.09, -0.0453, -0.1011, -0.1833, -0.2405, -0.2236, -0.2772, -0.2366, -0.2977, -0.3077, -0.2789, -0.256, -0.213, -0.263, -0.3005, -0.3247, -0.3247, -0.3431, -0.3768, -0.4351, -0.4879, -0.506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2020905296831639748", "ticker_idx": 0, "ts": "2026-02-09T16:59:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why I believe $NBIS is a highly asymmetric AI infrastructure bet", "tweet_type": "analysis", "timeline": "years", "summary": "High-conviction long NBIS: hyperscaler deals, $7-9B ARR target by end-2026, 300-400% upside vs 20-40% downside, trades at deep discount to CoreWeave on forward multiples.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS\n\nWhy I believe $NBIS is a highly asymmetric AI infrastructure bet:\n\n1. Multi‑billion, long-term AI deals locked in\n2. Massive revenue ramp potential\n3. Structural AI compute shortage means every MW of capacity is getting absorbed at attractive economics\n4. Valued at a discount to key neocloud peers despite similar business model and growth profile\n5. The company projects annualized run-rate revenue of $7-9 billion by end-2026, representing a potential 1,300%+ increase from its Q3 2025 run-rate of $551 million.\n\n1. The Business Model: How Nebius Makes Money\nCore Revenue Engine: AI Cloud Infrastructure\nNebius operates as a \"neocloud\" provider—a specialized GPU cloud company focused exclusively on AI workloads rather than general-purpose computing. The business model centers on three interconnected revenue streams:\n\nPrimary Revenue: GPU-as-a-Service Infrastructure\n\nNebius builds and operates large-scale data centers equipped with cutting-edge NVIDIA GPUs (H100, H200, GB200 NVL72, and GB300 systems), then leases this compute capacity to AI developers, enterprises, and hyperscalers.\n\nUnlike traditional cloud providers (AWS, Azure, Google Cloud) that offer thousands of services, Nebius provides a full-stack AI-native platform optimized specifically for:\n\n1. Model training: Large-scale distributed training for foundation models\n\n2. Inference at scale: Running AI models in production with sub-second latency\n\n3. Fine-tuning and deployment: Complete ML lifecycle management\n\nThe company's pricing model combines:\n\n1. On-demand capacity for startups and researchers (pay-as-you-go)\n\n2. Reserved capacity contracts for enterprises (multi-year commitments)\n\n3. Dedicated infrastructure deals with hyperscalers like Microsoft and Meta\n\nHow They Actually Generate Cash\n\n Nebius monetizes through multi-year, capacity-based contracts. Recent landmark deals illustrate the model:\n\nMicrosoft partnership: $17.4 billion contract (potentially $19.4 billion) over five years to provide dedicated GPU infrastructure from the Vineland, New Jersey data center\n\nMeta agreement: $3 billion over five years for AI infrastructure capacity deployed within three months\n\nThese hyperscaler deals represent a hybrid business model: Nebius acts as both a cloud service provider and infrastructure supplier, offering dedicated capacity that effectively functions as private cloud extensions for tech giants facing their own capacity constraints.\n\nSecondary Businesses\n\nBeyond core AI infrastructure, Nebius operates three additional segments that contribute to consolidated revenue:\n\nToken Factory: Production inference platform (launched November 2025) for deploying open-source AI models like DeepSeek, Llama, and GPT-OSS with enterprise-grade reliability\n\n1. Toloka AI: Data annotation and preparation services for generative AI development\n\n2. TripleTen: EdTech platform for tech career reskilling\n\n3. Avride: Autonomous vehicle subsidiary developing robotaxis and delivery robots (partnership with Uber announced)\n\nFinancial Performance Snapshot\nQ3 2025 Results (most recent available):\n\nRevenue: $146.1 million (+355% YoY, +39% QoQ)\n\nAnnualized run-rate revenue: $551 million\n\nAdjusted EBITDA margin (core infrastructure): ~19%\n\nGross margin: 71%\n\nNet loss: $119.6 million (expansion phase)\n\n2025 Full-Year Guidance:\n\nRevenue: $500-550 million\n\nCapEx: ~$5 billion (raised from $2 billion)\n\nARR target: $900 million - $1.1 billion by year-end\n\n2026 Projections:\n\nAnnualized run-rate revenue: $7-9 billion\n\nContracted power capacity: 2.5 GW\n\nConnected power: 800 MW - 1 GW\n\nThe Economics: Why This Model Works\nNebius achieves 20-25% cost advantages over competitors through proprietary infrastructure design. The company designs custom datacenter hardware, optimizes networking, and integrates its own cloud software stack—creating operational efficiencies that pure colocation competitors cannot match.\n\nRevenue scales with GPU deployment: each megawatt of connected power can generate approximately $400-500 million in annual revenue at full utilization, based on industry benchmarks. With 2.5 GW contracted by end-2026, the math supports the aggressive revenue projections.\n\n🧠 Brain Mode - Plain English Translation:\n\nNebius is essentially a GPU landlord that builds specialized apartment buildings (data centers) for AI models. Instead of renting generic office space like AWS, they construct purpose-built facilities with ultra-fast NVIDIA GPUs connected by high-bandwidth networks (InfiniBand).\n\nThink of it like this: AWS is a shopping mall with everything from clothing stores to restaurants. Nebius is a Formula 1 race track—designed exclusively for high-performance racing. They make money by:\n\nCharging hourly rates for GPU access (like Airbnb for AI compute)\n\nSigning multi-billion dollar long-term leases with tech giants who need guaranteed capacity\n\nOffering managed services that help companies actually use the infrastructure\n\nThe unit economics work because demand for AI compute massively exceeds supply. Every time Nebius brings new capacity online, it sells out immediately. The Microsoft and Meta deals essentially pre-sold years of future capacity, giving Nebius the certainty to invest billions in expansion.\n\n2. The Industry & Moat: Competition and Differentiation\nTop 3 Direct Competitors\n1. CoreWeave (NASDAQ: CRWV) — The Market Leader\n\nCoreWeave went public in March 2025 at a $23 billion valuation and trades near $60 billion market cap by mid-2025. Key competitive metrics:\n\nScale: 250,000+ GPUs generating ~$3.5 billion run-rate revenue vs. Nebius's smaller footprint\n\nPower capacity: ~2.9 GW contracted, 590 MW active (vs. Nebius's 100 MW active in 2025)\n\nCustomer concentration: 62% of revenue from Microsoft; $11.9 billion five-year contract with OpenAI\n\nValuation multiple: Trading at ~10x EV/Revenue vs. Nebius at 3.3x ARR\n\nCoreWeave's advantage is scale and first-mover positioning in the neocloud space. However, it faces significant customer concentration risk with 2-3 hyperscalers comprising the majority of revenue.\n\n2. Lambda Labs — The Developer-Focused Player\n\nLambda Labs targets AI developers with emphasis on ease-of-use:\n\nRevenue: $600 million+ run-rate in 2025 with 60% YoY growth\n\nBusiness model: One-click cluster provisioning; 40% of volume is GPU resales for AWS/Microsoft\n\nDifferentiation: Maximum simplicity and pay-as-you-go pricing without commitment friction\n\nScale limitation: Smaller infrastructure footprint; highly dependent on NVIDIA supply chain\n\nLambda competes on developer experience rather than enterprise scale, positioning it in a different market segment than Nebius.\n\n3. Crusoe Energy — The Vertical Integration Play\n\nCrusoe controls the entire value chain from power generation to data center operation:\n\nRevenue: $535 million in 2025 (+113% YoY), targeting $1.3 billion by 2026\n\nDual model: Crusoe Cloud (proprietary platform) + Digital Infrastructure (general contractor with $18+ billion in signed contracts)\n\nStrategic advantage: Owns power generation (renewable + stranded gas); 3-5x faster deployment via modular architecture\n\nStargate involvement: Lead contractor on $500 billion+ megaproject for OpenAI/Oracle\n\nCrusoe's moat is energy-first infrastructure—solving the industry's core constraint by manufacturing its own power rather than competing for grid capacity.\n\nHyperscaler Overlap: The Real Competition\nWhile CoreWeave, Lambda, and Crusoe are direct competitors, the broader competitive landscape includes AWS, Microsoft Azure, and Google Cloud. These hyperscalers offer:\n\nVastly larger scale and geographic footprint\n\nIntegrated ecosystems with hundreds of services\n\nEstablished enterprise relationships\n\nCustom AI chips (AWS Trainium, Google TPU)\n\nHowever, hyperscalers face a critical constraint: demand for AI compute exceeds their internal capacity. This supply-demand imbalance creates the market opportunity for neoclouds. Notably, Microsoft—a Nebius competitor—is simultaneously a $17.4 billion customer, highlighting how neoclouds complement rather than purely compete with hyperscalers.\n\nNebius's Competitive Positioning\nAccording to competitive analysis, Nebius occupies the \"European challenger with flexible contracts\" position:\n\nSweet spot: SMBs and AI startups without long-term commitments; best-in-class pricing\n\nGeographic advantage: Strong European presence (Finland, Iceland, UK) with U.S. expansion underway\n\nDifferentiation: Flexible short-term contracts vs. CoreWeave's long-term hyperscaler focus\n\nMarket share estimates show neoclouds have captured one-third of the GPU market from hyperscalers, indicating substantial room for multiple players to scale simultaneously.\n\nDoes Nebius Have a Technological Moat?\nProprietary Infrastructure Design\n\nNebius's moat stems from vertical integration rather than patents. The company designs:\n\nCustom server racks and GPU clusters optimized for AI workloads\n\nProprietary cloud software stack tightly integrated with NVIDIA hardware\n\nIn-house networking architecture using NVIDIA Quantum-X800 InfiniBand (800 Gbps)\n\nThis full-stack approach creates switching costs: customers who build workflows around Nebius's platform face integration friction when moving to competitors.\n\nTechnical Performance Benchmarks\n\nNebius achieved notable technical milestones:\n\n168,000 GPU-hour MTBF (mean time between failures) for 3,000-GPU cluster—30% improvement over prior benchmarks\n\nFirst cloud provider in Europe to operate NVIDIA GB300 NVL72 systems in production\n\nFirst worldwide to run production GB300 NVL72 on 800 Gbps InfiniBand, doubling throughput for distributed workloads\n\nNear-linear scaling in MLPerf Training v5.0 for Llama 3.1 405B model training\n\nStrategic Moat: Blue-Chip Partnerships\n\nPerhaps Nebius's strongest moat is strategic validation through hyperscaler partnerships:\n\nMicrosoft and Meta deals totaling $20+ billion cement Nebius as a critical AI infrastructure supplier\n\nNVIDIA invested $700 million, ensuring priority GPU allocation\n\nPartnerships integrate Nebius into Big Tech's core AI strategies, creating embedded switching costs\n\nScale as a Barrier\n\nPhysical infrastructure creates a time-based moat. Building 300 MW data centers with power contracts takes 2-3 years—a barrier rivals cannot quickly overcome. Nebius's 2.5 GW power pipeline by end-2026 represents a substantial head start requiring multi-billion dollar replication costs.\n\nMoat Rating: 7.5/10\n\nWhile not possessing transformative patents, Nebius combines scale economics, technical integration, hyperscaler validation, and execution speed into a defensible position within the neocloud segment. The company's moat strengthens as capacity scales and customer lock-in deepens.\n\n🧠 Brain Mode - Competitive Reality Check:\n\nHere's the honest take: Nebius doesn't have a magic technological bullet that competitors can't copy. No secret patents. No proprietary AI chip like Google's TPU.\n\nWhat they do have is execution velocity in a capital-intensive market. Building data centers isn't sexy or patentable—it's about securing land, negotiating power contracts, coordinating NVIDIA supply chains, and deploying infrastructure faster than rivals.\n\nThe real moat is temporal: they're 18-24 months ahead in certain geographies (especially Europe) and have locked up multi-billion dollar capacity commitments before competitors could bid. The Microsoft and Meta deals aren't just revenue—they're strategic validation that signals to the market \"Nebius can deliver at hyperscale.\"\n\nThink of it like the shale oil boom. The companies that won weren't those with better drilling technology—everyone used the same equipment. Winners were those who secured land rights early, had capital to scale, and could execute logistics at speed. Nebius is doing that for GPU infrastructure.\n\nThe competitive threat isn't CoreWeave or Lambda eating their lunch—it's whether AWS, Azure, and Google eventually solve their internal capacity constraints and pull hyperscaler workloads back in-house. That's the 2027-2028 risk, not 2026.\n\n3. The Catalyst: Recent News and Upcoming Events\nMajor Partnership Announcements (Past 6 Months)\nMicrosoft Deal — September 2025\n\nValue: $17.4 billion base contract, potentially $19.4 billion with options\n\nDuration: Five years through 2031\n\nDetails: Dedicated GPU infrastructure from Vineland, New Jersey data center; phased deployment throughout 2025-2026\n\nMarket reaction: Stock surged 53% in pre-market trading following announcement\n\nStrategic significance: First major long-term partnership with a hyperscaler; validates infrastructure quality at scale\n\nMeta Agreement — November 2025\n\nValue: ~$3 billion over five years\n\nDeployment: Capacity rollout over three months (completed by February 2026)\n\nConstraint: Contract size limited by available capacity—demand exceeded supply\n\nMarket reaction: Stock jumped ~5% on announcement day\n\nSignificance: Second hyperscaler deal within two months; demonstrates demand breadth beyond Microsoft relationship\n\nProduct Launches and Platform Updates\nNebius AI Cloud 3.1 — December 2025\n\nLaunched December 17, 2025, featuring:\n\nNVIDIA GB300 NVL72 and HGX B300 systems deployed globally\n\nBlackwell Ultra compute capabilities: Europe's first operational GB300 NVL72 platform\n\n800 Gbps NVIDIA Quantum-X800 InfiniBand: First worldwide production deployment, doubling throughput\n\nCapacity management tools: Real-time Capacity Dashboard and Capacity Blocks for enterprise resource planning\n\nEnterprise security: HIPAA compliance audit logs, enhanced identity management\n\nNebius Token Factory — November 2025\n\nProduction inference platform launched November 5, 2025:\n\nSupported models: 60+ open-source models including DeepSeek, GPT-OSS, Llama, NVIDIA Nemotron, Qwen\n\nPerformance: Sub-second latency, 99.9% uptime, autoscaling for hundreds of millions of requests/minute\n\nEarly results: Prosus achieved up to 26x cost reductions compared to proprietary models\n\nStrategic positioning: Directly challenges AWS, Azure, and Google Cloud in managed inference\n\nNVIDIA Vera Rubin Partnership — Announced for H2 2026\n\nNebius will offer NVIDIA Vera Rubin NVL72 platform starting second half of 2026 in U.S. and Europe:\n\nTargets next-generation workloads: agentic AI, advanced reasoning, large mixture-of-experts models\n\nComplements existing GB200 NVL72 and Grace Blackwell Ultra capacity\n\nReinforces Nebius as early adopter of latest NVIDIA architectures\n\nCapacity Expansion Milestones\nNew Jersey Data Center — March 2025 Announcement\n\nCapacity: Up to 300 MW design capacity (phased development)\n\nTimeline: First capacity operational summer 2025; tied to Microsoft deal deployment\n\nLocation: Vineland, NJ—strategic U.S. market entry\n\nExpandability: Phased approach allows acceleration based on demand\n\nFinland Expansion\n\nTripled capacity at flagship Finnish data center\n\nFirst operational deployment of NVIDIA GB300 NVL72 in Europe (December 2025)\n\nHosts Europe's first GB300 NVL72 system on 800 Gbps InfiniBand\n\nIndianapolis Greenfield Project — November 2025\n\nSeeking approval for new greenfield data center in Indianapolis area\n\nInitial petition withdrawn to advance larger application: up to 1,200 acres (revised from 130 acres)\n\nScale consistent with hyperscale buildout strategy\n\nZoning approval expected as structural next step for capacity expansion\n\nCapacity Targets for 2026\n\nContracted power: 2.5 GW by end-2026 (up from 1 GW previous guidance)\n\nConnected power: 800 MW - 1 GW operational by end-2026\n\nCurrent status: Company reports selling out capacity immediately upon deployment\n\nRegulatory and Operational Updates\nCapEx Guidance Increase — Q3 2025 Earnings\n\nRaised from: ~$2 billion to ~$5 billion for 2025\n\nDriver: Accelerating capacity expansion to meet hyperscaler demand\n\nFinancing strategy: Combination of corporate debt, asset-backed financing, and equity\n\nImplications: Signals aggressive growth posture but raises dilution concerns\n\nQ4 2025 Earnings — Scheduled February 12, 2026\n\nExpected release: Thursday, February 12, 2026, before market open\n\nConference call to follow\n\nKey metrics to watch: ARR progression toward $1.1 billion target; capacity deployment updates; 2026 guidance refinement\n\nNear-Term Catalysts (Next 6-12 Months)\nQ4 2025 earnings (February 12, 2026): Expected to show significant ARR acceleration as Q4 capacity deployments (UK, Israel, Finland expansion, NJ Phase 1) come online\n\nGB300 and Blackwell Ultra ramp: Expanded availability of next-gen NVIDIA platforms through 2026 drives performance differentiation\n\nAdditional hyperscaler deals: Management indicated \"additional complex agreements are likely on the horizon\"\n\nIndianapolis data center approval: Zoning approval would unlock path to additional hundreds of megawatts of U.S. capacity\n\n2026 guidance update: Expected refinement of $7-9 billion ARR target with clearer capacity timelines\n\nMarket Sentiment and Recent News Flow\nRecent coverage indicates capacity bottlenecks as primary constraint:\n\n\"Demand isn't the problem—powered shells, interconnects, and energization timing are\"\n\nCompany selling out every capacity increment as it comes online\n\nSupply-demand imbalance creates pricing power and validates aggressive expansion\n\n🧠 Brain Mode - What the Catalysts Actually Mean:\n\nThe Microsoft and Meta deals are game-changers because they transform Nebius from a speculative neocloud into a strategically validated infrastructure partner. These aren't just revenue contracts—they're capacity commitments that:\n\nDe-risk execution: Microsoft and Meta only sign billion-dollar deals after extensive technical due diligence. Their commitment signals Nebius can deliver.\n\nEnable financing: The contracts provide predictable cash flows that support debt financing for expansion. Banks will lend against Microsoft's creditworthiness.\n\nLock up GPU supply: NVIDIA allocates chips to customers with secured demand. These deals ensure Nebius gets priority access to Blackwell and Rubin generations.\n\nThe product launches (AI Cloud 3.1, Token Factory) matter because they expand TAM beyond raw infrastructure. Token Factory especially is strategic—it's targeting the $5+ billion managed inference market where companies like OpenAI charge 10-50x markup over raw compute costs. If Nebius captures even 5% of that with open models, it's a meaningful revenue layer.\n\nThe real catalyst most investors miss: 2026 is when capacity constraints ease. Right now, Nebius is revenue-constrained by supply. Once they hit 800 MW - 1 GW connected in late 2026, revenue can inflect dramatically. That's when the $7-9 billion ARR guidance becomes achievable rather than aspirational.\n\nThe Indianapolis project is interesting—1,200 acres suggests 500-800 MW potential capacity. If approved, that's a 2027-2028 revenue driver worth $2-4 billion annually.\n\n4. The Asymmetry Check: Investment Risk-Reward Profile\nValuation Analysis: Current vs. Forward Metrics\nCurrent Valuation (as of February 9, 2026)\n\nStock price: $83.75\n\nMarket cap: $21.68 billion\n\nEnterprise value: $21.45 billion\n\nTrailing P/S ratio: 54.96x (based on TTM revenue of $344.4 million)\n\nForward P/S ratio: 12.02x (using 2025 guidance of $500-550 million)\n\nTrailing P/E ratio: 91.55x (not meaningful due to expansion losses)\n\nForward Valuation Compression\n\nApplying 2026 revenue projections dramatically alters the valuation picture:\n\n2026E revenue: $3.45 billion (conservative) to $9 billion (bull case)\n\nForward P/S at $3.45B: 6.3x\n\nForward P/S at $7-9B: 2.4x - 3.1x\n\n2027E revenue consensus: ~$9 billion\n\nForward P/S at $9B: 2.4x\n\nThis represents a valuation compression thesis: as denominator (revenue) grows 10-20x over 24 months, the multiple collapses even if stock price appreciates.\n\nComparative Valuation: Nebius vs. CoreWeave\nCoreWeave Trading Multiple (Mid-2025)\n\nEV/Revenue: ~10x\n\nMarket cap: ~$45-60 billion (varies by source)\n\nScale advantage: 5.9x larger on active megawatts\n\nNebius Trading Multiple\n\nEV/ARR: 3.3x (based on $551 million September 2025 ARR)\n\nValuation gap: Trading at 1/3 the multiple of CoreWeave despite comparable growth rates\n\nRelative Valuation Analysis\n\nIf Nebius traded at CoreWeave's 10x multiple:\n\nOn current $551M ARR: $5.51 billion valuation vs. $21.68B actual → Nebius expensive\n\nOn 2026 $7B ARR target: $70 billion valuation vs. $21.68B actual → Nebius cheap\n\nThis highlights the execution dependency: valuation arbitrage only materializes if Nebius delivers on capacity ramp.\n\nAnalyst Price Targets and Consensus\nConsensus Rating: Buy (based on 6-10 analysts)\n\nPrice Target Range:\n\nLow: $70-120\n\nAverage: $146.67 - $152\n\nMedian: $150\n\nHigh: $211 (Northland Capital Markets)\n\nImplied Upside:\n\nFrom $83.75 to average target ($150): +79.1%\n\nFrom $83.75 to high target ($211): +152.0%\n\nRecent Analyst Actions:\n\nMorgan Stanley (January 15, 2026): Initiated Equal Weight, $126 PT (+50% upside)\n\nNorthland Capital Markets (November 12, 2025): Buy rating, $211 PT\n\nDA Davidson (November 12, 2025): Strong Buy, $150 PT\n\nGoldman Sachs (September 17, 2025): $120 PT\n\nAsymmetric Bet Framework: Upside vs. Downside\nBull Case: 300-400% Upside Potential\n\nThesis: If Nebius executes on capacity expansion and achieves $7-9 billion ARR by end-2026:\n\nRevenue delivery: $7-9B ARR materializes through Microsoft/Meta deals + general market demand\n\nMargin expansion: Adjusted EBITDA margins expand from 19% to 25-30% as scale economics kick in\n\nMultiple expansion: Market re-rates to 8-10x revenue (vs. current 3.3x ARR) as execution de-risks\n\nValuation outcome: $56-90 billion market cap range\n\nPrice targets under bull case:\n\nBase case (7x on $7B): $245 per share (+193% from $83.75)\n\nOptimistic case (10x on $9B): $360 per share (+330% from $83.75)\n\nSupporting factors:\n\nDemand exceeds supply in every geography\n\nHyperscaler contracts provide revenue visibility\n\nNVIDIA partnership ensures GPU allocation\n\n2.5 GW pipeline supports $7-9B ARR math\n\nOperating leverage as capacity scales\n\nBear Case: 20-40% Downside Risk\n\nThesis: Execution failures, AI spending slowdown, or competitive pressures derail growth:\n\nCapacity delays: Infrastructure deployment takes longer than expected; 2026 targets missed\n\nMargin compression: Price competition or cost overruns squeeze profitability\n\nFinancing stress: $5B CapEx requires successful capital raises; dilution or debt concerns\n\nDemand slowdown: Hyperscalers reduce AI spending in 2026-2027 slowdown\n\nValuation compression: Market re-rates to 5x on missed revenue targets\n\nPrice targets under bear case:\n\nModerate bear (5x on $2B missed revenue): $50 per share (-40% from $83.75)\n\nSevere bear (AI bubble bursts): $20-30 per share (-65% to -75%)\n\nSupporting concerns:\n\nExecution risk: Scaling from $551M to $7-9B ARR in 18 months is unprecedented\n\nCash burn: $100M+ quarterly losses; $5B CapEx drains liquidity\n\nDilution: $2.5B ATM equity program threatens shareholder value\n\nCustomer concentration: Microsoft and Meta represent majority of future revenue\n\nAI CapEx slowdown: Goldman Sachs projects 2026 AI spending growth decelerates from 54% to 26%\n\nDownside Protection: The Asset Base\nCash Position\n\nCash and equivalents: ~$4.79 billion (varies by source; $2.288B reported Q3 2025)\n\nDebt: Minimal corporate debt; Debt/Equity ratio 0.95\n\nNet cash: Provides cushion for CapEx without immediate dilution\n\nInvestment Portfolio as Embedded Option\n\nNebius owns stakes in several high-value assets:\n\n1. ClickHouse: Analytics database company\n\n2. Toloka AI: Data labeling platform\n\n3. Avride: Autonomous vehicle subsidiary (Uber partnership)\n\n4. TripleTen: EdTech business\n\nAnalysts estimate these investments account for meaningful share of market value, providing downside protection if core business stumbles. 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{"unit_id": "orig:2057005212901032297", "ticker_idx": 0, "ts": "2026-05-20T07:47:14+00:00", "symbol": "SATS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SATS is clearly undervalued", "tweet_type": "analysis", "timeline": "months", "summary": "Long SATS: trades at discount to its ~$35B SpaceX stake alone, with operating business thrown in at ~$4B implied.", "resolved_tickers": ["SATS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "original", "lang": "en", "tweet_text": "The SpaceX S-1 is expected today. \nBuried in this morning's Financial Times: a listed stock that effectively owns a 2% stake in SpaceX - and it's trading at a discount to that stake alone 👇 \n\nEchoStar ( $SATS ) owns DISH Network, Boost Mobile, and HughesNet. Historically buried in debt with a bleeding pay-TV subscriber base. But they've found a way out.  \n\nTheir hidden superpower: highly coveted terrestrial spectrum licenses that SpaceX desperately needed to power Starlink's direct-to-cell network.  \n\nInstead of selling for cash, he traded them for $11B in pre-IPO SpaceX equity - ~52 million shares post the 5-for-1 split, entered at $212 pre-split.  \n\nThe catch most people are missing: EchoStar holds a right to equity, not physical shares yet. Phase 1 closes H1 2026. The FCC cleared it today.  \n\nThe math at $1.75T IPO: SpaceX stake = ~$35B. $SATS market cap = ~$39B. Operating business implied at ~$4B on $1.59B EBITDA.  \n\nCharlie Ergen: \"SpaceX is the best company I've ever worked with in 45 years.\"\n\n$SATS is clearly undervalued.\n\n$SATS solana:PreANxuXjsy2pvisWWMNB6YaJNzr7681wJJr2rHsfTh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.037235533608343085, "ret_signed_m1d": -0.037235533608343085, "alpha_spy_m1d": -0.027090515263832438, "alpha_c_m1d": -0.03508221577071091, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.0021533178376321738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09421720961088476, "ret_signed_p1d": -0.09421720961088476, "alpha_spy_p1d": -0.0962002973119519, "alpha_c_p1d": -0.09421720961088476, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.0, "ret_p1w": -0.13638930571973218, "ret_signed_p1w": -0.13638930571973218, "alpha_spy_p1w": -0.14881427228371125, "alpha_c_p1w": -0.1377674871145732, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.001378181394841027, "ret_p1m": -0.23011286446095747, "ret_signed_p1m": -0.23011286446095747, "alpha_spy_p1m": -0.24011457083106735, "alpha_c_p1m": -0.17283466268790126, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": -0.0572782017730562, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23011286446095747, "alpha_spy_stated": -0.24011457083106735, "alpha_c_stated": -0.17283466268790126, "price_path": [-0.2217, -0.2422, -0.2461, -0.2451, -0.2358, -0.1853, -0.163, -0.1756, -0.1958, -0.2183, -0.2508, -0.2248, -0.2348, -0.2089, -0.2404, -0.236, -0.1937, -0.2083, -0.2401, -0.2305, -0.2254, -0.2279, -0.2183, -0.1603, -0.2144, -0.1875, -0.2085, -0.1744, -0.1495, -0.0925, -0.0925, -0.1047, -0.1201, -0.1339, -0.1531, -0.0932, -0.1146, -0.0799, -0.0734, -0.0656, -0.0606, -0.0472, -0.1265, -0.1371, -0.143, -0.1714, -0.1422, -0.1276, -0.1553, -0.1316, -0.1313, -0.1513, -0.1725, -0.1132, -0.1353, -0.1033, -0.0893, -0.0876, -0.0604, -0.0472, -0.0322, -0.0377, -0.0372, 0.0, -0.0942, -0.1241, -0.1241, -0.1317, -0.1364, -0.0757, -0.0887, -0.1014, -0.1287, -0.1472, -0.121, -0.18, -0.1776, -0.1765, -0.1873, -0.0964, -0.1955, -0.1688, -0.1469, -0.2123, -0.2301, -0.2301, -0.2496, -0.2672, -0.2958, -0.3146, -0.3132, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2003074211498361025", "ticker_idx": 0, "ts": "2025-12-22T12:04:41+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A deeper look into the great deal signed by the $TE team. Hint… it's bullish🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses $TE's 900MW solar supply deal as bullish for the stock.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "A deeper look into the great deal signed by the $TE team.\n\nHint… it’s bullish🔥\n\nLet me know what you guys think.", "reply_text": null, "parent_text": null, "quoted_text": "IN-DEPTH OVERVIEW OF THE $TE DEAL WITH TREATY OAK\n\nTHREAD BELOW 🧵 \n\nT1 Energy Inc. (NYSE: $TE) has secured a three-year strategic supply agreement with Treaty Oak Clean Energy, LLC, committing to deliver at least 900MW of high-performance solar modules incorporating domestic https://t.co/L0WXWos9jL", "parent_author": null, "ret_m1d": -0.1191781287212077, "ret_signed_m1d": -0.1191781287212077, "alpha_spy_m1d": -0.11298689504218673, "alpha_c_m1d": -0.10821352380592753, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02602740441864737, "ret_signed_p1d": -0.02602740441864737, "alpha_spy_p1d": -0.030597896765978017, "alpha_c_p1d": -0.025645411101137494, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.12054795773263283, "ret_signed_p1w": -0.12054795773263283, "alpha_spy_p1w": -0.12495780055772776, "alpha_c_p1w": -0.11940188010858244, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": -0.00114607762405039, "ret_p1m": 0.13424650912751224, "ret_signed_p1m": 0.13424650912751224, "alpha_spy_p1m": 0.14483307072777862, "alpha_c_p1m": 0.09298566355976279, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.04126084556774945, "ret_p3m": 0.056164361191727075, "ret_signed_p3m": 0.056164361191727075, "alpha_spy_p3m": 0.09271360587017807, "alpha_c_p3m": 0.011528866911810765, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.18219176561037442, "ret_signed_p6m": 0.18219176561037442, "alpha_spy_p6m": 0.08355528851014404, "alpha_c_p6m": 0.03379717774561164, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13424650912751224, "alpha_spy_stated": 0.14483307072777862, "alpha_c_stated": 0.09298566355976279, "price_path": [-0.6986, -0.689, -0.6986, -0.6808, -0.7014, -0.6726, -0.6767, -0.6534, -0.6164, -0.6082, -0.5986, -0.4753, -0.5014, -0.5205, -0.4507, -0.2822, -0.3575, -0.4082, -0.3479, -0.3863, -0.437, -0.4918, -0.5247, -0.4753, -0.4932, -0.5068, -0.5014, -0.4904, -0.5315, -0.4959, -0.4397, -0.4959, -0.4781, -0.3836, -0.3959, -0.4726, -0.5219, -0.5397, -0.5644, -0.5808, -0.6041, -0.6274, -0.6274, -0.5699, -0.5493, -0.474, -0.474, -0.4356, -0.3877, -0.3507, -0.3808, -0.3, -0.2014, -0.1753, -0.0781, -0.1575, -0.1959, -0.2671, -0.3068, -0.2548, -0.2575, -0.1753, -0.1192, 0.0, -0.026, -0.0342, -0.0342, -0.0685, -0.1205, -0.1096, -0.0849, -0.0849, 0.074, 0.1233, 0.0479, -0.0027, -0.0671, -0.0493, -0.0123, 0.0767, 0.0767, 0.0151, 0.1192, 0.1192, 0.1342, 0.0712, 0.1466, 0.1644, 0.1151, 0.2493, 0.3, 0.2164, 0.1411, 0.1863, 0.2452, 0.0589, -0.0041, 0.1329, 0.0466, 0.0288, -0.0616, -0.1493, -0.1616, -0.1616, -0.1178, -0.1151, -0.1356, -0.1493, -0.1384, -0.0288, -0.011, -0.0014, -0.1562, -0.063, -0.1082, -0.0274, -0.0671, -0.0795, -0.0192, 0.0932, 0.1151, 0.0603, 0.0438, 0.0575, 0.0671, 0.0041, 0.0562, -0.0959, -0.063, -0.0945, -0.0849, -0.1397, -0.211, -0.2301, -0.3986, -0.3863, -0.426, -0.426, -0.4452, -0.4616, -0.4288, -0.4274, -0.3575, -0.3, -0.3342, -0.2685, -0.3164, -0.311, -0.3178, -0.3027, -0.2616, -0.2616, -0.2753, -0.2726, -0.3288, -0.3301, -0.3425, -0.2945, -0.3014, -0.2685, -0.2781, -0.2945, -0.1562, -0.1726, -0.1986, -0.2315, -0.2151, -0.2233, -0.0411, -0.0575, 0.1918, 0.1945, 0.1068, 0.1068, 0.4315, 0.5014, 0.4822, 0.4466, 0.426, 0.6493, 0.5753, 0.5973, 0.2918, 0.2507, 0.1589, 0.0589, 0.1603, 0.1644, 0.2219, 0.1822]}
{"unit_id": "quote:2051986090924359726", "ticker_idx": 0, "ts": "2026-05-06T11:23:02+00:00", "symbol": "SK Square", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you can buy the world's dominant HBM supplier at almost half price. and most Western investors don't even know the ticker exists.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Square as a deep-discount way to own SK Hynix's dominant HBM franchise; market cap 39% below value of its 20.5% stake.", "resolved_tickers": ["402340.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Square KOSPI 402340; holding company with SK Hynix stake", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Hynix just posted the biggest quarterly revenue in Korean corporate history. ₩52.6 trillion. 72% operating margin.\n\nSK Square owns 20.5% of it.\n\nSK Square's entire market cap is still 39% below the value of that stake alone.\n\nyou can buy the world's dominant HBM supplier at almost half price. and most Western investors don't even know the ticker exists.\n\nfull breakdown below 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/tQMo5w6Ibg", "parent_author": null, "ret_m1d": -0.009099204286566187, "ret_signed_m1d": -0.009099204286566187, "alpha_spy_m1d": 0.0046096505534561905, "alpha_c_m1d": 0.04014047638020202, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009099659838999186, "ret_signed_p1d": -0.0009099659838999186, "alpha_spy_p1d": 0.002156116435170663, "alpha_c_p1d": 0.01666139971766467, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.06690379689285897, "ret_signed_p1w": 0.06690379689285897, "alpha_spy_p1w": 0.05534801252144872, "alpha_c_p1w": 0.025613030369646905, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.1461699201462141, "ret_signed_p1m": 0.1461699201462141, "alpha_spy_p1m": 0.11447317053213246, "alpha_c_p1m": 0.004708158377828786, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1461699201462141, "alpha_spy_stated": 0.11447317053213246, "alpha_c_stated": 0.004708158377828786, "price_path": [-0.4877, -0.5059, -0.5159, -0.4813, -0.4923, -0.4923, -0.4923, -0.4923, -0.485, -0.4722, -0.4722, -0.4386, -0.4113, -0.3822, -0.4131, -0.4131, -0.4713, -0.5387, -0.485, -0.4968, -0.5369, -0.4959, -0.4859, -0.4959, -0.5141, -0.4886, -0.4659, -0.4268, -0.444, -0.4468, -0.4932, -0.4586, -0.4495, -0.4923, -0.505, -0.5359, -0.5755, -0.5441, -0.5728, -0.5605, -0.5569, -0.546, -0.4741, -0.4904, -0.4832, -0.4722, -0.4177, -0.3949, -0.3722, -0.3794, -0.3621, -0.3467, -0.3449, -0.3376, -0.3403, -0.2821, -0.2621, -0.2448, -0.2348, -0.2348, -0.0983, -0.0983, -0.0091, 0.0, -0.0009, 0.0801, 0.0246, 0.0828, 0.0669, 0.0004, -0.0042, -0.0707, -0.0625, 0.0742, 0.0797, 0.0797, 0.076, 0.1626, 0.127, 0.1234, 0.1443, 0.2263, 0.2263, 0.24, 0.1462, 0.0186, 0.1562, 0.0778, 0.1188, 0.2373, 0.2874, 0.3676, 0.4541, 0.5489, 0.6218, 0.7949, 0.6691, 0.6391, 0.7302, 0.5671, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2051986090924359726", "ticker_idx": 1, "ts": "2026-05-06T11:23:02+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix just posted the biggest quarterly revenue in Korean corporate history. ₩52.6 trillion. 72% operating margin.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Square as a deep-discount way to own SK Hynix's dominant HBM franchise; market cap 39% below value of its 20.5% stake.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI 000660; dominant HBM/DRAM supplier", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Hynix just posted the biggest quarterly revenue in Korean corporate history. ₩52.6 trillion. 72% operating margin.\n\nSK Square owns 20.5% of it.\n\nSK Square's entire market cap is still 39% below the value of that stake alone.\n\nyou can buy the world's dominant HBM supplier at almost half price. and most Western investors don't even know the ticker exists.\n\nfull breakdown below 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/tQMo5w6Ibg", "parent_author": null, "ret_m1d": -0.03204352178583658, "ret_signed_m1d": -0.03204352178583658, "alpha_spy_m1d": -0.018334666945814204, "alpha_c_m1d": 0.017196158880931622, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019347022038448403, "ret_signed_p1d": 0.019347022038448403, "alpha_spy_p1d": 0.022413104457518984, "alpha_c_p1d": 0.03691838774001299, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.19105196545855452, "ret_signed_p1w": 0.19105196545855452, "alpha_spy_p1w": 0.17949618108714427, "alpha_c_p1w": 0.14976119893534245, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.2517207380798543, "ret_signed_p1m": 0.2517207380798543, "alpha_spy_p1m": 0.22002398846577265, "alpha_c_p1m": 0.11025897631146897, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2517207380798543, "alpha_spy_stated": 0.22002398846577265, "alpha_c_stated": 0.11025897631146897, "price_path": [-0.4647, -0.4714, -0.481, -0.4641, -0.4689, -0.4689, -0.4689, -0.4689, -0.4605, -0.4273, -0.4261, -0.3935, -0.3857, -0.3356, -0.3585, -0.3585, -0.4323, -0.4867, -0.4311, -0.4414, -0.4946, -0.4329, -0.4226, -0.4377, -0.4498, -0.4111, -0.4135, -0.3615, -0.3875, -0.3912, -0.4359, -0.4039, -0.3984, -0.4359, -0.4359, -0.4722, -0.5121, -0.4577, -0.4982, -0.4704, -0.4643, -0.4462, -0.3755, -0.3966, -0.3791, -0.3712, -0.3331, -0.3132, -0.3017, -0.318, -0.295, -0.26, -0.2606, -0.2594, -0.2612, -0.2189, -0.214, -0.2183, -0.2225, -0.2225, -0.1252, -0.1252, -0.032, 0.0, 0.0193, 0.1366, 0.1094, 0.1947, 0.1911, 0.0998, 0.1125, 0.055, 0.055, 0.1729, 0.1735, 0.1735, 0.2406, 0.3561, 0.3841, 0.4108, 0.4289, 0.4271, 0.4271, 0.3896, 0.2517, 0.1556, 0.3394, 0.2384, 0.2705, 0.3001, 0.3835, 0.4404, 0.5244, 0.6236, 0.6714, 0.7651, 0.545, 0.5849, 0.7639, 0.6164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054803333383086190", "ticker_idx": 0, "ts": "2026-05-14T05:57:45+00:00", "symbol": "281820.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Korea's sole domestic developer and mass producer of CMP equipment. The polishing process is non-negotiable in HBM fabrication. Supplies Samsung Electronics and SK Hynix. Currently developing next-gen tooling for advanced packaging nodes. $382M market cap on $266M revenue.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on three under-the-radar Asian supply-chain names: KC Tech (HBM CMP), Hyundai Mobis (robotics actuators), and Nextronics (AI server connectors), all seen as mispriced relative to their AI/robotics exposure.", "resolved_tickers": ["281820.KS"], "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": "original", "lang": "en", "tweet_text": "Here's some cool Asian companies I've been reading up on recently:\n\n$281820 KC Tech - Korea's sole domestic developer and mass producer of CMP equipment. The polishing process is non-negotiable in HBM fabrication. Supplies Samsung Electronics and SK Hynix. Currently developing next-gen tooling for advanced packaging nodes. $382M market cap on $266M revenue.\n\n$012330 Hyundai Mobis - contracted to supply actuators for Boston Dynamics Atlas. Announced CES 2026. 30,000-unit annual production capacity targeted by 2028. Automotive-scale manufacturing discipline entering robotics at tier-1.\n\n$8147 Nextronics - connectors and backplanes in the AI server infrastructure stack. Every hyperscaler rack needs them. Still priced as an industrial components business.\n\nThe repricing hasn't reached the supply chain yet. \n$IBKR 🇰🇷", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09168704156479213, "ret_signed_m1d": -0.09168704156479213, "alpha_spy_m1d": -0.08385455874609282, "alpha_c_m1d": -0.08152000381922386, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.128361858190709, "ret_signed_p1d": -0.128361858190709, "alpha_spy_p1d": -0.11633251443391279, "alpha_c_p1d": -0.09032195263615539, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.1308068459657702, "ret_signed_p1w": -0.1308068459657702, "alpha_spy_p1w": -0.12352235231716913, "alpha_c_p1w": -0.11272056196857028, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.06479217603911991, "ret_signed_p1m": 0.06479217603911991, "alpha_spy_p1m": 0.0733731139168593, "alpha_c_p1m": -0.007172400480825125, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06479217603911991, "alpha_spy_stated": 0.0733731139168593, "alpha_c_stated": -0.007172400480825125, "price_path": [-0.4429, -0.4429, -0.4429, -0.4224, -0.4248, -0.4187, -0.4151, -0.4205, -0.3765, -0.3991, -0.3991, -0.4322, -0.5177, -0.4328, -0.4181, -0.4939, -0.4425, -0.4554, -0.4578, -0.4523, -0.4364, -0.4248, -0.3741, -0.379, -0.3943, -0.445, -0.4328, -0.3918, -0.4065, -0.4034, -0.4126, -0.4633, -0.4205, -0.4725, -0.4756, -0.4713, -0.4639, -0.4309, -0.4211, -0.3924, -0.3704, -0.3472, -0.3423, -0.3337, -0.3337, -0.3215, -0.3289, -0.2995, -0.3007, -0.2726, -0.2628, -0.2457, -0.2384, -0.2506, -0.2506, -0.187, -0.187, -0.1479, -0.1687, -0.165, -0.1296, -0.1638, -0.0917, 0.0, -0.1284, -0.1418, -0.1895, -0.1932, -0.1308, -0.1369, -0.1369, -0.1125, -0.1711, -0.1907, -0.2347, -0.2274, -0.2702, -0.2702, -0.1724, -0.2017, -0.28, -0.1883, -0.2042, -0.066, 0.0648, 0.0489, 0.1015, 0.1198, 0.1137, 0.0428, 0.1491, -0.0171, -0.0037, -0.0538, 0.011, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054803333383086190", "ticker_idx": 1, "ts": "2026-05-14T05:57:45+00:00", "symbol": "012330.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "contracted to supply actuators for Boston Dynamics Atlas. Announced CES 2026. 30,000-unit annual production capacity targeted by 2028. Automotive-scale manufacturing discipline entering robotics at tier-1.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on three under-the-radar Asian supply-chain names: KC Tech (HBM CMP), Hyundai Mobis (robotics actuators), and Nextronics (AI server connectors), all seen as mispriced relative to their AI/robotics exposure.", "resolved_tickers": ["012330.KS"], "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": "original", "lang": "en", "tweet_text": "Here's some cool Asian companies I've been reading up on recently:\n\n$281820 KC Tech - Korea's sole domestic developer and mass producer of CMP equipment. The polishing process is non-negotiable in HBM fabrication. Supplies Samsung Electronics and SK Hynix. Currently developing next-gen tooling for advanced packaging nodes. $382M market cap on $266M revenue.\n\n$012330 Hyundai Mobis - contracted to supply actuators for Boston Dynamics Atlas. Announced CES 2026. 30,000-unit annual production capacity targeted by 2028. Automotive-scale manufacturing discipline entering robotics at tier-1.\n\n$8147 Nextronics - connectors and backplanes in the AI server infrastructure stack. Every hyperscaler rack needs them. Still priced as an industrial components business.\n\nThe repricing hasn't reached the supply chain yet. \n$IBKR 🇰🇷", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0015384615384614886, "ret_signed_m1d": -0.0015384615384614886, "alpha_spy_m1d": 0.006294021280237816, "alpha_c_m1d": -0.0019598259306643495, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": 0.0004213643922028609, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03230769230769226, "ret_signed_p1d": -0.03230769230769226, "alpha_spy_p1d": -0.020278348550896053, "alpha_c_p1d": -0.014274507397781244, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018033184909911015, "ret_p1w": 0.03076923076923066, "ret_signed_p1w": 0.03076923076923066, "alpha_spy_p1w": 0.038053724417831725, "alpha_c_p1w": 0.030516450785282645, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": 0.00025277998394801493, "ret_p1m": -0.06615384615384612, "ret_signed_p1m": -0.06615384615384612, "alpha_spy_p1m": -0.05757290827610673, "alpha_c_p1m": -0.04871054562543675, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.017443300528409367, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06615384615384612, "alpha_spy_stated": -0.05757290827610673, "alpha_c_stated": -0.04871054562543675, "price_path": [-0.3386, -0.3386, -0.3386, -0.3302, -0.3264, -0.3226, -0.3112, -0.2861, -0.1956, -0.2139, -0.2139, -0.2876, -0.3933, -0.3431, -0.3249, -0.3781, -0.3568, -0.3568, -0.3697, -0.3857, -0.3903, -0.3728, -0.3462, -0.3646, -0.3838, -0.4138, -0.3962, -0.3815, -0.3869, -0.3869, -0.3877, -0.4185, -0.3731, -0.4008, -0.4023, -0.4023, -0.4, -0.3738, -0.3823, -0.3808, -0.3977, -0.3769, -0.3608, -0.3431, -0.3431, -0.3538, -0.3123, -0.2977, -0.3192, -0.35, -0.3346, -0.3123, -0.3246, -0.3462, -0.3462, -0.3362, -0.3362, -0.3346, -0.3208, -0.2169, -0.1492, -0.1569, -0.0015, 0.0, -0.0323, -0.1215, -0.1923, -0.1769, 0.0308, -0.0062, -0.0062, 0.0215, 0.0585, 0.0554, 0.1815, 0.1708, 0.1677, 0.1677, 0.1508, 0.0723, -0.0585, -0.0846, -0.1231, -0.1138, -0.0662, -0.0154, 0.0154, -0.0292, -0.0723, -0.0585, -0.1246, -0.2154, -0.2169, -0.2108, -0.2515, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054803333383086190", "ticker_idx": 2, "ts": "2026-05-14T05:57:45+00:00", "symbol": "8147.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "connectors and backplanes in the AI server infrastructure stack. Every hyperscaler rack needs them. Still priced as an industrial components business. The repricing hasn't reached the supply chain yet.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on three under-the-radar Asian supply-chain names: KC Tech (HBM CMP), Hyundai Mobis (robotics actuators), and Nextronics (AI server connectors), all seen as mispriced relative to their AI/robotics exposure.", "resolved_tickers": ["8147.T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Industrial Distribution'", "bench_c_industry": "Industrial Distribution", "unit_kind": "original", "lang": "en", "tweet_text": "Here's some cool Asian companies I've been reading up on recently:\n\n$281820 KC Tech - Korea's sole domestic developer and mass producer of CMP equipment. The polishing process is non-negotiable in HBM fabrication. Supplies Samsung Electronics and SK Hynix. Currently developing next-gen tooling for advanced packaging nodes. $382M market cap on $266M revenue.\n\n$012330 Hyundai Mobis - contracted to supply actuators for Boston Dynamics Atlas. Announced CES 2026. 30,000-unit annual production capacity targeted by 2028. Automotive-scale manufacturing discipline entering robotics at tier-1.\n\n$8147 Nextronics - connectors and backplanes in the AI server infrastructure stack. Every hyperscaler rack needs them. Still priced as an industrial components business.\n\nThe repricing hasn't reached the supply chain yet. \n$IBKR 🇰🇷", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010135135135135087, "ret_signed_m1d": -0.010135135135135087, "alpha_spy_m1d": -0.0023026523164357826, "alpha_c_m1d": -0.005035130910258756, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.005100004224876331, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17483108108108114, "ret_signed_p1d": 0.17483108108108114, "alpha_spy_p1d": 0.18686042483787735, "alpha_c_p1d": 0.19265243332549853, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.017821352244417388, "ret_p1w": 0.014358108108108114, "ret_signed_p1w": 0.014358108108108114, "alpha_spy_p1w": 0.02164260175670918, "alpha_c_p1w": 0.03716481440680264, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.022806706298694523, "ret_p1m": 0.03462837837837829, "ret_signed_p1m": 0.03462837837837829, "alpha_spy_p1m": 0.04320931625611768, "alpha_c_p1m": 0.02505868290781388, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.00956969547056441, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03462837837837829, "alpha_spy_stated": 0.04320931625611768, "alpha_c_stated": 0.02505868290781388, "price_path": [0.2586, 0.2553, 0.2437, 0.2536, 0.2395, 0.2395, 0.2404, 0.2437, 0.2105, 0.2031, 0.1798, 0.1699, 0.1367, 0.155, 0.1442, 0.1251, 0.1334, 0.1508, 0.1326, 0.1077, 0.1143, 0.1168, 0.1226, 0.1193, 0.1193, 0.1019, 0.082, 0.0812, 0.082, 0.0861, 0.0507, 0.0321, 0.0355, 0.0549, 0.0414, 0.0389, 0.0397, 0.0608, 0.0667, 0.0557, 0.0389, 0.027, 0.027, 0.0363, 0.0363, 0.022, 0.0152, 0.0186, 0.0017, 0.0017, -0.0034, -0.0093, -0.0093, -0.0194, -0.0152, -0.0152, -0.0152, -0.0152, -0.016, 0.0203, 0.0262, 0.0093, -0.0101, 0.0, 0.1748, 0.1014, 0.0617, 0.0017, 0.0144, 0.0245, 0.0245, 0.0253, 0.0262, 0.0177, 0.0397, 0.038, 0.0541, 0.0557, 0.0405, 0.0507, 0.0473, 0.0389, 0.0321, 0.022, 0.0346, 0.0262, 0.0177, 0.0405, 0.0625, 0.0557, 0.0785, 0.06, 0.049, 0.0507, 0.0794, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056761290945609874", "ticker_idx": 0, "ts": "2026-05-19T15:37:59+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That changes when $1.75T lands on Nasdaq in June. Imagine what happens when US analysts start mapping the SpaceX supply chain and find a hardware monopoly on the London Stock Exchange.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish FTC: SpaceX monopoly on E-band, warrant structure signals deep commitment, V-band pivot opens massive new market, US institutional discovery pending Nasdaq listing.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Jason named $FTC first. \nI posted on it at 260p. It's at 458p today. 924k views.\n\nHonestly, this was one of the easier calls to make. SpaceX had booked every single production line Filtronic owns. Amazon Kuiper can't get access. That's not a supplier relationship, that's a monopoly on the only technology that can push high power through E-band without the chips melting.\n\nPeople are still sleeping on the V-band pivot though. E-band serves roughly 5,000 ground stations globally. V-band goes into tens of millions of consumer terminals. SpaceX knows this, which is why they're funding the transition directly.\n\nHere's the part most people miss. SpaceX holds warrants to acquire up to 15% of Filtronic. The original tranche vested at 33p. The expanded tranche at 92.8p. The stock is at 458p. SpaceX is sitting on an enormous unrealised gain and they are not walking away from a company they're financially embedded in.\n\nThat warrant structure isn't just alignment. It's SpaceX funding Filtronic's entire product roadmap into V-band, Ka-band, and Q-band in exchange for equity. They're not a customer. They're a strategic partner with skin in the game.\n\n$FTC has zero US institutional presence. AIM-listed, completely off the radar for American capital.\n\nThat changes when $1.75T lands on Nasdaq in June. Imagine what happens when US analysts start mapping the SpaceX supply chain and find a hardware monopoly on the London Stock Exchange.\n$FTC\n\n---\n\nHere is the original report from last month.\n\nhttps://t.co/fpG3i8Hlqz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.041577825159914705, "ret_signed_m1d": -0.041577825159914705, "alpha_spy_m1d": -0.0482832768400806, "alpha_c_m1d": -0.051387802377904745, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00980997721799004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13646055437100213, "ret_signed_p1d": -0.13646055437100213, "alpha_spy_p1d": -0.14670954895356558, "alpha_c_p1d": -0.164970744959413, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.028510190588410866, "ret_p1w": -0.17057569296375263, "ret_signed_p1w": -0.17057569296375263, "alpha_spy_p1w": -0.193554220539904, "alpha_c_p1w": -0.2173262263898047, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.046750533426052066, "ret_p1m": -0.21108742004264391, "ret_signed_p1m": -0.21108742004264391, "alpha_spy_p1m": -0.22094118645286953, "alpha_c_p1m": -0.27239956970329027, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.06131214966064635, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21108742004264391, "alpha_spy_stated": -0.22094118645286953, "alpha_c_stated": -0.27239956970329027, "price_path": [-0.5714, -0.5778, -0.5736, -0.5736, -0.5778, -0.5693, -0.5736, -0.5991, -0.5778, -0.5842, -0.5917, -0.6183, -0.5928, -0.5789, -0.5842, -0.5906, -0.6045, -0.6013, -0.6066, -0.6386, -0.6567, -0.6375, -0.6375, -0.6077, -0.6098, -0.6013, -0.5991, -0.5906, -0.5714, -0.5629, -0.5629, -0.5629, -0.565, -0.548, -0.565, -0.5736, -0.5757, -0.5608, -0.5394, -0.5288, -0.5032, -0.4776, -0.467, -0.4264, -0.3966, -0.3689, -0.4296, -0.4392, -0.4243, -0.3795, -0.3881, -0.3881, -0.2537, -0.2751, -0.1365, -0.1898, -0.2015, -0.2367, -0.1407, -0.1301, -0.1365, -0.1237, -0.0416, 0.0, -0.1365, -0.1919, -0.1919, -0.1258, -0.1706, -0.2217, -0.1684, -0.1578, -0.2324, -0.3881, -0.3049, -0.2751, -0.1684, -0.2751, -0.3284, -0.339, -0.307, -0.2825, -0.1972, -0.2111, -0.2111, -0.1962, -0.1898, -0.2751, -0.339, -0.403, -0.5096, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059542457352687978", "ticker_idx": 0, "ts": "2026-05-27T07:49:20+00:00", "symbol": "FTC.L", "kind": "equity", "geography": null, "sub_sector": "RF semiconductors/GaN amplifiers", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Filtronic makes the E-band GaN amplifiers inside Starlink's RF infrastructure. $62.5M contract signed August 2025. $115M+ cumulative. SpaceX holds warrants over 15% of Filtronic's share capital. 2,300 aircraft is a direct demand multiplier for that stack.", "tweet_type": "analysis", "timeline": "months", "summary": "Long Filtronic: sole E-band GaN supplier to Starlink with $115M+ in contracts, SpaceX warrant structure structurally incentivises continued orders, SpaceX roadshow in 11 days.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc LSE AIM; GaN/E-band Starlink supplier", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Starlink just signed 3 of the 4 largest US airlines. 2,300+ commercial aircraft. $FTC Filtronic makes the E-band GaN amplifiers inside Starlink's RF infrastructure.\n\n$62.5M contract signed August 2025. $115M+ cumulative.\n\nSpaceX holds warrants over 15% of Filtronic's share capital. Exercise prices at 33p and 92.8p. Stock trades at 410p. \n\nThose warrants vest on supply volumes. SpaceX is structurally incentivised to keep placing orders - they're not just a customer. They're a partial owner of their key RF supplier and are sitting on a 1,100% return.\n\nSpaceX could exercise these warrants tomorrow and hold $160 million in shares.\n\n2,300 aircraft is a direct demand multiplier for that stack. SpaceX roadshow hits London in 11 days.\n$FTC $SPCX\n\n---\n\nhttps://t.co/fpG3i8Hlqz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05398457583547556, "ret_signed_m1d": 0.05398457583547556, "alpha_spy_m1d": 0.0538113036526815, "alpha_c_m1d": 0.052664841787462446, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.0013197340480131103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06169665809768643, "ret_signed_p1d": -0.06169665809768643, "alpha_spy_p1d": -0.06721323669859636, "alpha_c_p1d": -0.05920405446247279, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": -0.0024926036352136416, "ret_p1w": -0.26221079691516713, "ret_signed_p1w": -0.26221079691516713, "alpha_spy_p1w": -0.2672476765742523, "alpha_c_p1w": -0.2537065261944048, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": -0.00850427072076232, "ret_p1m": -0.2802056555269923, "ret_signed_p1m": -0.2802056555269923, "alpha_spy_p1m": -0.26119292699321417, "alpha_c_p1m": -0.2872452601660451, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": 0.007039604639052843, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2802056555269923, "alpha_spy_stated": -0.26119292699321417, "alpha_c_stated": -0.2872452601660451, "price_path": [-0.4807, -0.4859, -0.5167, -0.491, -0.4987, -0.5077, -0.5398, -0.509, -0.4923, -0.4987, -0.5064, -0.5231, -0.5193, -0.5257, -0.5643, -0.5861, -0.563, -0.563, -0.527, -0.5296, -0.5193, -0.5167, -0.5064, -0.4833, -0.473, -0.473, -0.473, -0.4756, -0.455, -0.4756, -0.4859, -0.4884, -0.4704, -0.4447, -0.4319, -0.401, -0.3702, -0.3573, -0.3085, -0.2725, -0.2391, -0.3123, -0.3239, -0.3059, -0.2519, -0.2622, -0.2622, -0.1003, -0.126, 0.0411, -0.0231, -0.0373, -0.0797, 0.036, 0.0488, 0.0411, 0.0566, 0.1555, 0.2057, 0.0411, -0.0257, -0.0257, 0.054, 0.0, -0.0617, 0.0026, 0.0154, -0.0746, -0.2622, -0.162, -0.126, 0.0026, -0.126, -0.1902, -0.2031, -0.1645, -0.135, -0.0321, -0.0488, -0.0488, -0.0308, -0.0231, -0.126, -0.2031, -0.2802, -0.4087, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056395637776638337", "ticker_idx": 0, "ts": "2026-05-18T15:25:00+00:00", "symbol": "CML.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The case for owning this: £11m of net cash on a £37m enterprise value. A Silicon Valley GaN/GaAs capability acquired for $13.2m. A 12-year satellite GNSS supply contract. Exposure to mmWave defense electronics through MwT.", "tweet_type": "analysis", "timeline": "months", "summary": "Long CML.L: compound semiconductor play on LEO satellite/defense, $30M GNSS contract, GaN/GaAs capability, net cash on cheap EV, priced as if market hasn't caught up.", "resolved_tickers": ["CML.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$CML.L is up again today, and most people still haven’t heard of it. That’s worth understanding.\n\nCML Microsystems is an AIM-listed fabless semiconductor company based in Essex. They design mixed-signal RF and microwave chips for critical communications infrastructure - satellite, 5G, private wireless networks, aerospace, and defense. Not consumer electronics. Not a commoditised memory play. The customers are industrial, the applications are mission-critical, and the end markets are structurally growing.\n\nThe pivot that changed the investment case happened in October 2023. CML acquired Microwave Technology Inc (MwT), a Silicon Valley compound semiconductor company founded in 1982, for $13.2 million. MwT designs GaAs and GaN-based MMIC amplifiers - the same material stack used in satellite terminals, phased array radar, and mmWave backhaul infrastructure. Before the acquisition, CML was a mixed-signal and RF chip house serving the legacy comms market. After it, they became a compound semiconductor group with direct exposure to the two fastest-growing segments in their industry: LEO satellite infrastructure and high-frequency defense electronics.\n\nThe market hasn’t priced this in. And here’s why.\n\nIn July 2025, CML announced a 12-year design and supply contract worth over $30 million with a leading industrial GNSS equipment manufacturer. That contract - worth roughly $2.5 million per year in contracted revenue - front-loaded non-recurring engineering (NRE) work in its early phases. NRE is design services revenue: lower margin than product supply, but it’s what you do before you lock in the long-term supply relationship. The market saw margin headwinds in FY26 and read it as operational weakness. The reality is that CML was building the foundation of a decade-long, high-margin supply contract. The NRE phase costs you margin today to earn product revenue tomorrow.\n\nThe FY26 profit before tax will look better than the operating picture warrants, because it includes a land disposal gain. That’s not the story. The story is that H2 revenue momentum is inflecting, the GNSS contract NRE work is largely behind them, and the June 17 preliminary results will be the first clean look at whether FY27 guidance reflects what H2 momentum suggests.\n\nThe case for owning this: £11m of net cash on a £37m enterprise value. A Silicon Valley GaN/GaAs capability acquired for $13.2m. A 12-year satellite GNSS supply contract. Exposure to mmWave defense electronics through MwT. And a UK AIM listing that guarantees institutional blindness and zero analyst coverage for the foreseeable future.\n\nThe case against: Revenue declined in FY26. Both operating halves were loss-making. The operating leverage that makes the bull case work requires sustained revenue recovery - and customer timing in industrial satellite markets is notoriously lumpy. Position sizing on an AIM small-cap with thin liquidity is not optional risk management, it’s mandatory.\n\nPrelim results: 17 June 2026. Four weeks away.\n\n$CML $CML.L", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/H5itfM7i8i", "parent_author": null, "ret_m1d": -0.04385964912280704, "ret_signed_m1d": -0.04385964912280704, "alpha_spy_m1d": -0.04456365371432869, "alpha_c_m1d": -0.06249897498245505, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01754385964912286, "ret_signed_p1d": 0.01754385964912286, "alpha_spy_p1d": 0.024204647736616236, "alpha_c_p1d": 0.021571894071361286, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.08771929824561409, "ret_signed_p1w": 0.08771929824561409, "alpha_spy_p1w": 0.07825607813623403, "alpha_c_p1w": 0.032497319955919535, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.03508771929824572, "ret_signed_p1m": 0.03508771929824572, "alpha_spy_p1m": 0.01927503720809609, "alpha_c_p1m": -0.09278695165825601, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03508771929824572, "alpha_spy_stated": 0.01927503720809609, "alpha_c_stated": -0.09278695165825601, "price_path": [-0.1649, -0.1579, -0.1579, -0.1579, -0.1579, -0.1754, -0.1684, -0.1754, -0.186, -0.2105, -0.1754, -0.1754, -0.1754, -0.2281, -0.2281, -0.2281, -0.2281, -0.2456, -0.2456, -0.2456, -0.2526, -0.2632, -0.2737, -0.2105, -0.2316, -0.207, -0.2035, -0.2035, -0.2105, -0.2175, -0.2807, -0.2632, -0.2632, -0.2632, -0.2281, -0.2105, -0.1123, -0.1333, -0.2105, -0.2105, -0.2105, -0.2105, -0.2105, -0.2018, -0.2018, -0.193, -0.193, -0.193, -0.1667, -0.1667, -0.1667, -0.1667, -0.1667, -0.1667, -0.1579, -0.1667, -0.1474, 0.0088, 0.1053, 0.0614, 0.0614, 0.0351, -0.0439, 0.0, 0.0175, -0.0263, 0.0702, 0.0877, 0.0877, 0.0702, 0.2105, 0.2982, 0.2018, 0.2368, 0.2368, 0.1053, 0.0702, 0.0702, 0.0088, 0.0088, 0.0175, -0.0702, 0.0263, 0.0439, 0.0351, -0.0351, -0.0702, -0.0789, -0.0702, -0.0807, -0.0702, -0.0702, -0.0789, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037835968082813352", "ticker_idx": 0, "ts": "2026-03-28T10:15:30+00:00", "symbol": "STRC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've parked my cash in $STRC by $MSTR - earning yield with indirect Bitcoin exposure while equities bleed. 11.5% Yield - that's more than a lot of people make in a year. If I held $STRC all year, I am confident I'll outperform the S&P 500 this year.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long STRC for 11.5% yield + indirect BTC exposure; DCA'ing BTC weekly; avoiding equities until macro clears.", "resolved_tickers": ["STRC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "S&P down 7% in a month. Iran war. Oil at $108. Stagflation fears. \n\nWhat’s my strategy?\n\nI’ve parked my cash in $STRC by $MSTR - earning yield with indirect Bitcoin exposure while equities bleed.\n\n11.5% Yield - that’s more than a lot of people make in a year. If I held $STRC all year, I am confident I’ll outperform the S&P 500 this year.\n\nAlso, DCA’ing BTC weekly regardless, inspired by @BitcoinTeacher_ 🍊\n\nNot touching stocks until the macro clears\n\nCash isn’t lazy if it’s working. \n\nPortfolio update coming today.\n\n👇 What’s your hold?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0005500325240723747, "ret_signed_m1d": -0.0005500325240723747, "alpha_spy_m1d": -0.0039046389714623153, "alpha_c_m1d": -0.0039046389714623153, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.000550268319667202, "ret_signed_p1d": 0.000550268319667202, "alpha_spy_p1d": -0.028517597465089972, "alpha_c_p1d": -0.028517597465089972, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.00035023505676856637, "ret_signed_p1w": 0.00035023505676856637, "alpha_spy_p1w": -0.04231005645364183, "alpha_c_p1w": -0.04231005645364183, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": 0.004471077469542228, "ret_signed_p1m": 0.004471077469542228, "alpha_spy_p1m": -0.12167413162570662, "alpha_c_p1m": -0.12167413162570662, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.22023654385279312, "ret_signed_p3m": -0.22023654385279312, "alpha_spy_p3m": -0.38515217276525004, "alpha_c_p3m": -0.38515217276525004, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.004471077469542228, "alpha_spy_stated": -0.12167413162570662, "alpha_c_stated": -0.12167413162570662, "price_path": [-0.0392, -0.0392, -0.0307, -0.0282, -0.0278, -0.0276, -0.0272, -0.0272, -0.0268, -0.0273, -0.027, -0.0186, -0.0184, -0.0184, -0.0272, -0.0229, -0.0214, -0.0234, -0.0278, -0.0268, -0.0284, -0.0363, -0.0284, -0.0278, -0.0337, -0.0383, -0.0807, -0.0307, -0.0213, -0.0218, -0.0185, -0.0182, -0.0112, -0.0112, -0.0159, -0.0142, -0.0126, -0.011, -0.0108, -0.0101, -0.0096, -0.0092, -0.0092, -0.0092, -0.0091, -0.0087, -0.0091, -0.009, -0.0086, -0.009, -0.0089, -0.0091, -0.0022, -0.0014, -0.0009, -0.004, -0.0049, -0.0042, -0.0011, -0.0001, -0.0003, 0.0001, -0.0006, 0.0, 0.0006, 0.0004, 0.0004, 0.0004, 0.0004, 0.0004, 0.0004, 0.0004, 0.0004, 0.0004, 0.0004, 0.0032, 0.0005, 0.002, 0.0032, 0.0029, 0.0044, 0.006, 0.0053, 0.0045, 0.0045, 0.0047, 0.0075, 0.0086, 0.0095, 0.0096, 0.0097, 0.0096, 0.0099, 0.01, 0.0099, 0.01, 0.01, 0.0115, 0.0056, 0.0095, 0.0112, 0.0129, 0.0127, 0.0127, 0.0144, 0.0113, 0.0052, 0.0095, 0.0001, -0.0138, -0.0348, -0.0269, -0.0475, -0.0123, -0.0192, -0.0229, -0.016, -0.0332, -0.0192, -0.0544, -0.0831, -0.0873, -0.0873, -0.0853, -0.1005, -0.1672, -0.2202, -0.2318, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037835968082813352", "ticker_idx": 1, "ts": "2026-03-28T10:15:30+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "DCA'ing BTC weekly regardless", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long STRC for 11.5% yield + indirect BTC exposure; DCA'ing BTC weekly; avoiding equities until macro clears.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "S&P down 7% in a month. Iran war. Oil at $108. Stagflation fears. \n\nWhat’s my strategy?\n\nI’ve parked my cash in $STRC by $MSTR - earning yield with indirect Bitcoin exposure while equities bleed.\n\n11.5% Yield - that’s more than a lot of people make in a year. If I held $STRC all year, I am confident I’ll outperform the S&P 500 this year.\n\nAlso, DCA’ing BTC weekly regardless, inspired by @BitcoinTeacher_ 🍊\n\nNot touching stocks until the macro clears\n\nCash isn’t lazy if it’s working. \n\nPortfolio update coming today.\n\n👇 What’s your hold?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005294086982904567, "ret_signed_m1d": -0.005294086982904567, "alpha_spy_m1d": -0.008648693430294507, "alpha_c_m1d": -0.008648693430294507, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02311941479563351, "ret_signed_p1d": 0.02311941479563351, "alpha_spy_p1d": -0.005948450989123666, "alpha_c_p1d": -0.005948450989123666, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.03251365752143287, "ret_signed_p1w": 0.03251365752143287, "alpha_spy_p1w": -0.010146633988977527, "alpha_c_p1w": -0.010146633988977527, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": 0.1448345663711319, "ret_signed_p1m": 0.1448345663711319, "alpha_spy_p1m": 0.018689357275883056, "alpha_c_p1m": 0.018689357275883056, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.10450769957962891, "ret_signed_p3m": -0.10450769957962891, "alpha_spy_p3m": -0.26942332849208583, "alpha_c_p3m": -0.26942332849208583, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1448345663711319, "alpha_spy_stated": 0.018689357275883056, "alpha_c_stated": 0.018689357275883056, "price_path": [0.3121, 0.3305, 0.3487, 0.4077, 0.4054, 0.3691, 0.3649, 0.3572, 0.3674, 0.4293, 0.4534, 0.4327, 0.4323, 0.3878, 0.3242, 0.3402, 0.3414, 0.3421, 0.3235, 0.336, 0.3373, 0.268, 0.2615, 0.1799, 0.1341, 0.0949, -0.0598, 0.0579, 0.0514, 0.0315, 0.0045, -0.007, 0.0325, 0.0323, 0.012, -0.004, 0.004, 0.0197, -0.0311, -0.0392, 0.019, 0.0114, -0.0121, 0.0313, 0.024, 0.0903, 0.0622, 0.0217, 0.0257, 0.0485, 0.0527, 0.057, 0.0641, 0.1225, 0.1084, 0.0683, 0.0483, 0.0574, 0.0633, 0.0574, 0.0693, 0.0315, -0.0053, 0.0, 0.0231, 0.0208, 0.003, 0.0036, 0.0325, 0.0787, 0.0665, 0.0761, 0.0943, 0.1169, 0.1123, 0.1217, 0.1269, 0.1565, 0.1377, 0.1449, 0.1726, 0.1736, 0.1614, 0.1601, 0.1448, 0.1362, 0.1441, 0.1722, 0.197, 0.2135, 0.221, 0.1997, 0.2024, 0.2255, 0.2067, 0.1887, 0.2153, 0.1855, 0.1539, 0.1508, 0.1614, 0.1627, 0.1319, 0.1588, 0.137, 0.1148, 0.1026, 0.1002, 0.0694, 0.0002, -0.0401, -0.0433, -0.0865, -0.054, -0.0757, -0.0786, -0.0469, -0.0472, -0.006, -0.0164, -0.0341, -0.0569, -0.0472, -0.0411, -0.0603, -0.0854, -0.1045, -0.1001, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062810064893739203", "ticker_idx": 0, "ts": "2026-06-05T08:13:39+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When it acts as a key supplier for Defence, Semiconductors, Space, Rare earths,Nuclear fusion, etc, I buy.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ELMT: founder-operator holds 36%, thin float, 20.7% revenue growth, record backlog, and key supplier role in defense/semis/space/nuclear.", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "I've just discovered that the $ELMT founder holds 36% of the company.\n\nOn June 3, $ELMT released a 13G/A revealing that CEO Peter Anania and his entities still hold 10,803,122 of 29,979,863 shares. \n\n$ELMT makes refractory metals - tungsten, molybdenum, niobium, tantalum - and the RF/microwave systems that go into defense and semiconductors. Q1 revenue grew 20.7% to $56M on a record $113.3M backlog.\n\nIn April it priced just 8.6M shares at $14. Anania took 29% of the company to market. The rest was held by him and added by institutions.\n\nHaving this founder stake is crucial. That stake is $360M of founder-aligned stock marked to the share price every single day. With more than a third of the company's equity, the CEO's personal wealth rises and falls directly with the share price. They are highly incentivized to grow the business rather than just collect a salary. \n\nA 36% lock also means the tradable float is far smaller than the 30M share count implies. That's the mechanical reason ELMT swings 18% on a single backlog print. Thin float cuts both ways.\n\nSo, you're not just buying refractory-metal exposure into a rising defense-capex cycle. You're buying it next to an owner-operator who floated the smallest slice he could and bet the rest on himself.\n\nWhen a founder-led company bets on itself, I will always take interest. \n\nWhen it acts as a key supplier for Defence, Semiconductors, Space, Rare earths,Nuclear fusion, etc, I buy.\n\n$ELMT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12405353239965455, "ret_signed_m1d": 0.12405353239965455, "alpha_spy_m1d": 0.09756038979776593, "alpha_c_m1d": 0.1126858763161267, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.011367656083527855, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011065843518541563, "ret_signed_p1d": 0.011065843518541563, "alpha_spy_p1d": 0.00880167090977002, "alpha_c_p1d": 0.014223379398792813, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.00315753588025125, "ret_p1w": 0.1910309069348286, "ret_signed_p1w": 0.1910309069348286, "alpha_spy_p1w": 0.185336375928026, "alpha_c_p1w": 0.1795484712825206, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.011482435652307998, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.0431, -0.0099, -0.0571, -0.1171, -0.0495, -0.0478, -0.0885, -0.1048, -0.1229, -0.0885, -0.106, -0.085, -0.0926, -0.025, -0.0262, -0.06, -0.1002, -0.1642, -0.212, -0.1829, -0.1462, -0.1439, -0.1439, -0.0885, -0.0938, -0.0565, -0.1101, 0.1037, 0.2865, 0.1549, 0.1241, 0.0, 0.0111, 0.0926, 0.0821, 0.1316, 0.191, 0.2021, 0.0617, 0.0844, 0.1322, 0.1322, 0.092, 0.0745, 0.0547, 0.0879, 0.1043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2068827076203819378", "ticker_idx": 0, "ts": "2026-06-21T22:43:06+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 is the ultimate 4-in-1 AI Trade in my opinion. Sub-3bn marketcap yet the key to the future of physical AI and robotics.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long OUST: sub-$3B market cap play on physical AI and robotics convergence; author calls it the ultimate 4-in-1 AI trade.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST is the ultimate 4-in-1 AI Trade in my opinion. Sub-3bn marketcap yet the key to the future of physical AI and robotics.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST - Ouster sits at the convergence of four important themes:\n\n- Robotics\n- Smart Infrastructure\n- Industrial Automation\n- Physical AI\n\nRevenue:\n$19M (2020)\n$220M (2026E)\n$540M (2029E)\n\nRevenue CAGR: 45%\n\nStage 2 uptrend with strong accumulation. https://t.co/92IjydRSrr", "parent_author": null, "ret_m1d": -0.02328021399427438, "ret_signed_m1d": -0.02328021399427438, "alpha_spy_m1d": -0.026437128433874135, "alpha_c_m1d": -0.018398671912335463, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052852358255755294, "ret_signed_p1d": -0.052852358255755294, "alpha_spy_p1d": -0.03833040424526368, "alpha_c_p1d": -0.011426432115126062, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5759, -0.595, -0.6296, -0.6512, -0.6147, -0.6095, -0.5912, -0.5912, -0.595, -0.5946, -0.5751, -0.5799, -0.5661, -0.5411, -0.5088, -0.4874, -0.4931, -0.4912, -0.4308, -0.4209, -0.4178, -0.4461, -0.4081, -0.4354, -0.452, -0.4643, -0.4346, -0.4453, -0.4096, -0.4002, -0.3835, -0.4859, -0.4715, -0.4379, -0.4316, -0.2833, -0.2689, -0.2689, -0.3553, -0.3767, -0.3526, -0.2641, -0.2234, -0.2234, -0.1044, -0.0724, -0.1122, -0.0342, -0.0577, -0.0346, -0.078, -0.0124, -0.1678, -0.1426, -0.1921, -0.1948, -0.1693, -0.1653, -0.0524, -0.1038, -0.146, -0.0233, -0.0233, 0.0, -0.0529, -0.1462, -0.1229, -0.1187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1999214792070795316", "ticker_idx": 0, "ts": "2025-12-11T20:28:44+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Brought more $ONDS today. It's now in my top 3 positions.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to ONDS position; now a top-3 holding.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Brought more $ONDS today. It’s now in my top 3 positions.\n\nResearch report is in the works.\n\n$ONDS army🔥", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07705106576799958, "ret_signed_m1d": -0.07705106576799958, "alpha_spy_m1d": -0.07472952184395631, "alpha_c_m1d": -0.07472952184395631, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.002321543924043268, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029933530383723816, "ret_signed_p1d": -0.029933530383723816, "alpha_spy_p1d": -0.019181454808441134, "alpha_c_p1d": -0.019181454808441134, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": -0.010752075575282682, "ret_p1w": -0.13525501165343434, "ret_signed_p1w": -0.13525501165343434, "alpha_spy_p1w": -0.11682696424528927, "alpha_c_p1w": -0.11682696424528927, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.018428047408145076, "ret_p1m": 0.5177382356560836, "ret_signed_p1m": 0.5177382356560836, "alpha_spy_p1m": 0.5076523158494508, "alpha_c_p1m": 0.5076523158494508, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.01008591980663276, "ret_p3m": 0.10975606661594495, "ret_signed_p3m": 0.10975606661594495, "alpha_spy_p3m": 0.12425031240527795, "alpha_c_p3m": 0.12425031240527795, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.014494245789333005, "ret_p6m": 0.15631926561583454, "ret_signed_p6m": 0.15631926561583454, "alpha_spy_p6m": 0.08002514194910604, "alpha_c_p6m": 0.08002514194910604, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.0762941236667285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5177382356560836, "alpha_spy_stated": 0.5076523158494508, "alpha_c_stated": 0.5076523158494508, "price_path": [-0.2927, -0.3248, -0.3237, -0.2683, -0.255, -0.1951, -0.1264, -0.1851, -0.1408, -0.1508, -0.1275, -0.1441, -0.1896, 0.0211, 0.0987, 0.1818, 0.2295, 0.2483, 0.163, 0.0222, 0.1984, 0.1541, 0.0543, -0.0909, -0.1563, -0.1386, -0.2029, -0.2528, -0.2173, -0.1729, -0.1652, -0.2472, -0.2517, -0.3027, -0.286, -0.3182, -0.3392, -0.3348, -0.418, -0.3559, -0.3481, -0.357, -0.3891, -0.2727, -0.204, -0.3065, -0.1308, -0.1685, -0.3049, -0.2533, -0.0333, -0.0643, -0.0865, -0.0865, -0.1242, -0.1596, -0.1053, -0.0111, 0.0188, 0.0055, 0.0, 0.0233, -0.0771, 0.0, -0.0299, -0.1475, -0.1031, -0.1829, -0.1353, 0.0222, 0.0277, -0.0067, 0.0122, 0.0122, -0.0599, -0.0621, -0.0033, 0.082, 0.082, 0.2217, 0.3891, 0.4235, 0.3503, 0.5532, 0.5177, 0.4623, 0.5399, 0.5033, 0.4213, 0.3481, 0.3481, 0.4557, 0.3914, 0.3991, 0.3492, 0.2373, 0.3592, 0.3603, 0.2494, 0.1486, 0.1796, 0.2616, 0.0732, -0.0599, 0.0743, 0.1463, 0.0732, 0.0233, -0.0055, 0.0322, 0.0322, 0.1142, 0.2273, 0.2627, 0.112, 0.1297, 0.153, 0.1419, 0.1585, 0.1175, 0.1829, 0.1109, 0.1652, 0.163, 0.0898, 0.0776, 0.1098, 0.0898, 0.1452, 0.1264, 0.1674, 0.2506, 0.2007, 0.1918, 0.1153, 0.2084, 0.184, 0.143, 0.0466, -0.0244, -0.0965, 0.0022, -0.0233, 0.0643, 0.0643, 0.0554, 0.0565, 0.0477, 0.0133, 0.0122, 0.0499, 0.0421, 0.112, 0.1308, 0.1086, 0.1896, 0.2051, 0.2262, 0.1685, 0.1696, 0.214, 0.1619, 0.0521, 0.1131, 0.1441, 0.0787, 0.0344, 0.0355, -0.0144, 0.0044, 0.0443, 0.0022, -0.0177, 0.2428, 0.1774, 0.0754, 0.0116, 0.0377, 0.0177, 0.0044, 0.0044, 0.0831, 0.1973, 0.469, 0.4656, 0.4922, 0.5055, 0.2871, 0.3271, 0.1563]}
{"unit_id": "reply:1997912411773296973", "ticker_idx": 0, "ts": "2025-12-08T06:13:33+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 will overtake Gold market cap in the next 10 years", "tweet_type": "prediction", "timeline": "years", "summary": "Long BTC; expects it to overtake gold market cap within 10 years on superior monetary properties and still-early adoption.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "Love this counter mate, it’s great for us to discuss and challenge one another.\n\nTo begin, Gold is fantastic and I am not a hater, I just believe Bitcoin is Gold for a digital age.\n\nTo your first point:\n\nBitcoin is better money because:\n\nThe 7 key features of money are durability, portability, divisibility, uniformity (fungibility), acceptability, scarcity (limited supply), and verifiability (hard to counterfeit).\n\nGold does most of these fantastically, such as durability. A Gold bar 5000 years ago is the same now.\n\nHowever, there is a dividing line where Bitcoin>Gold:\n\n1. Divisibility\n\nGold is physically divisible (e.g., grams, milligrams), but very fine divisions are impractical for everyday transactions.\n\nBitcoin is highly divisible: each bitcoin can be split into 100 million satoshis (sats), making microtransactions easy.\n\n2. Portability\n\nGold is portable in small amounts (coins, bars), but large quantities are heavy and risky to move; transporting tonnes of gold requires security and logistics.\n\nBitcoin is highly portable: any amount can be moved instantly across borders via the internet, stored on a phone, USB, or even memorised as a seed phrase.\n\nGold can also be counterfeited and requires expertise to identify. PoW ensures Bitcoin is safe from this.\n\n3. Gold has a naturally limited supply: mining is costly and slow, and total above-ground gold grows only a small percentage each year. But in the event of a big find, prices will react aggressively. Also, future of asteroid mining could challenge Gold. Whereas, Bitcoin has a strictly limited supply: the protocol caps it at 21 million coins, with new issuance controlled by a predictable, halving schedule.\n\nSecond point:\n\nDemand for gold is greater because the market does not fully understand the Bitcoin proposition yet. It’s just early innings. Also, as an asset still in its infancy, Bitcoin’s volatility still creates fear. Bitcoin will overtake Gold market cap in the next 10 years.\n\nIn terms of my knowledge of Gold, I’m a massive history geek so I know quite a good amount about its history as a currency. I know a lot about the Macro aspect. Hence, i’ll repeat that I like Gold, I just prefer Bitcoin long run. Happy for you to give me some more sources I can read on Gold!\n\nGold and Bitcoin are both going to win. We both see the same problem. Enjoyed talking about this mate!", "reply_text": null, "parent_text": "@shabamlo @Kaizen_Investor @LandoInvests @CaesarCapitalz @YodaStockInvest @moninvestor @Leo_Traydes My main knowledge is money and macro.\n\nBitcoin doesn't do better than gold in either of them.\n\nThe demand for gold is bigger and the things built around gold are bigger.\n\nIn my honest opinion the love for Bitcoin comes from an under education around gold. \n\nHow much do you know", "quoted_text": null, "parent_author": "TheStocksKing", "ret_m1d": -0.013817768157169508, "ret_signed_m1d": -0.013817768157169508, "alpha_spy_m1d": -0.01683102973083328, "alpha_c_m1d": -0.01683102973083328, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022633530616329445, "ret_signed_p1d": 0.022633530616329445, "alpha_spy_p1d": 0.023496648710563228, "alpha_c_p1d": 0.023496648710563228, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.04656236117630608, "ret_signed_p1w": -0.04656236117630608, "alpha_spy_p1w": -0.042320227564220714, "alpha_c_p1w": -0.042320227564220714, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": 0.03407790382751297, "ret_signed_p1m": 0.03407790382751297, "alpha_spy_p1m": 0.019122141330462306, "alpha_c_p1m": 0.019122141330462306, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": -0.21843594169460878, "ret_signed_p3m": -0.21843594169460878, "alpha_spy_p3m": -0.2179870986806487, "alpha_c_p3m": -0.2179870986806487, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.0004488430139600874, "ret_p6m": -0.2640831115745582, "ret_signed_p6m": -0.2640831115745582, "alpha_spy_p6m": -0.38149309834062095, "alpha_c_p6m": -0.38149309834062095, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, -0.2132, -0.2641]}
{"unit_id": "quote:2035824855644241937", "ticker_idx": 0, "ts": "2026-03-22T21:04:04+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do think we'll get a deeper correction on these names this year", "tweet_type": "prediction", "timeline": "months", "summary": "Expects deeper correction in IREN and CIFR this year on industry delays, bottlenecks, or contract/liquidity breakdowns.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m not invested in $IREN or $CIFR\n\nBoth impressive. But I do think we’ll get a deeper correction on these names this year:\n\n1. One delay will pull the entire industry down\n2. That delay is inevitable due to bottlenecks\n3. Or a contract breaks down due to liquidity issues etc\n\nJust brain dumping here..", "reply_text": null, "parent_text": null, "quoted_text": "you're probably underestimating how crazy things are https://t.co/aHAbJ78dmI", "parent_author": null, "ret_m1d": -0.020635648364172532, "ret_signed_m1d": 0.020635648364172532, "alpha_spy_m1d": 0.010244761361053789, "alpha_c_m1d": 0.01168504261465475, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.008950605749517782, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02466795349362838, "ret_signed_p1d": 0.02466795349362838, "alpha_spy_p1d": 0.021311139016450875, "alpha_c_p1d": 0.024870894285962897, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00020294079233451612, "ret_p1w": -0.2499999773796414, "ret_signed_p1w": 0.2499999773796414, "alpha_spy_p1w": 0.21428022955902182, "alpha_c_p1w": 0.23153034519273452, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.018469632186906892, "ret_p1m": 0.07139464735358536, "ret_signed_p1m": -0.07139464735358536, "alpha_spy_p1m": 0.002913434490989353, "alpha_c_p1m": -0.009896827762821747, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.061497819590763614, "ret_p3m": 0.4222011219516917, "ret_signed_p3m": -0.4222011219516917, "alpha_spy_p3m": -0.279865726961106, "alpha_c_p3m": -0.3349269469988587, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.08727417495283296, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07139464735358536, "alpha_spy_stated": 0.002913434490989353, "alpha_c_stated": -0.009896827762821747, "price_path": [-0.0043, -0.0043, -0.0441, -0.0652, -0.0916, -0.1041, -0.1041, 0.0128, 0.1442, 0.0889, 0.0347, 0.0835, 0.0918, 0.1938, 0.2569, 0.2543, 0.2308, 0.3714, 0.3714, 0.287, 0.2685, 0.2396, 0.3444, 0.2419, 0.4229, 0.4929, 0.4194, 0.2747, 0.259, 0.2901, 0.0659, -0.0562, -0.0078, 0.0946, 0.0183, 0.0121, -0.0505, 0.0014, 0.0014, -0.0282, -0.0019, 0.0268, -0.0517, 0.0047, 0.078, 0.0444, 0.0493, -0.0287, -0.0183, -0.0785, 0.0398, -0.0483, -0.1295, -0.0787, -0.0958, -0.0043, -0.0187, -0.0138, 0.0659, 0.019, 0.0012, -0.0119, -0.0206, 0.0, -0.0247, -0.0173, -0.1117, -0.1677, -0.25, -0.1869, -0.1914, -0.1753, -0.1753, -0.1667, -0.1523, -0.1264, -0.121, -0.0674, 0.0216, 0.1236, 0.158, 0.1314, 0.1414, 0.1556, 0.0714, 0.1478, 0.2339, 0.2011, 0.1471, 0.0541, 0.0166, 0.0795, 0.083, 0.1736, 0.2984, 0.4464, 0.3484, 0.4516, 0.3081, 0.3416, 0.3086, 0.3852, 0.2557, 0.1969, 0.1324, 0.2502, 0.3771, 0.348, 0.348, 0.4179, 0.6091, 0.5192, 0.5071, 0.5496, 0.5797, 0.5531, 0.4673, 0.2891, 0.4039, 0.2813, 0.222, 0.3451, 0.4177, 0.4433, 0.4037, 0.3783, 0.4222, 0.4222, 0.3489, 0.2979, 0.1931, 0.1324, 0.1198, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035824855644241937", "ticker_idx": 1, "ts": "2026-03-22T21:04:04+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do think we'll get a deeper correction on these names this year", "tweet_type": "prediction", "timeline": "months", "summary": "Expects deeper correction in IREN and CIFR this year on industry delays, bottlenecks, or contract/liquidity breakdowns.", "resolved_tickers": ["CIFR"], "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": "quote", "lang": "en", "tweet_text": "I’m not invested in $IREN or $CIFR\n\nBoth impressive. But I do think we’ll get a deeper correction on these names this year:\n\n1. One delay will pull the entire industry down\n2. That delay is inevitable due to bottlenecks\n3. Or a contract breaks down due to liquidity issues etc\n\nJust brain dumping here..", "reply_text": null, "parent_text": null, "quoted_text": "you're probably underestimating how crazy things are https://t.co/aHAbJ78dmI", "parent_author": null, "ret_m1d": -0.05910007348223756, "ret_signed_m1d": 0.05910007348223756, "alpha_spy_m1d": 0.048709186479118816, "alpha_c_m1d": 0.04575215069464489, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01334792278759267, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0006716070282913877, "ret_signed_p1d": 0.0006716070282913877, "alpha_spy_p1d": -0.0026852074488861177, "alpha_c_p1d": -0.00517001253945526, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.005841619567746648, "ret_p1w": -0.19308260132373067, "ret_signed_p1w": 0.19308260132373067, "alpha_spy_p1w": 0.15736285350311108, "alpha_c_p1w": 0.12407932773219721, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.06900327359153346, "ret_p1m": 0.21155141031391378, "ret_signed_p1m": -0.21155141031391378, "alpha_spy_p1m": -0.13724332846933907, "alpha_c_p1m": -0.082015083219807, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.12953632709410678, "ret_p3m": 0.9597044749741199, "ret_signed_p3m": -0.9597044749741199, "alpha_spy_p3m": -0.8173690799835343, "alpha_c_p3m": -0.5618219909533204, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.3978824840207995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21155141031391378, "alpha_spy_stated": -0.13724332846933907, "alpha_c_stated": -0.082015083219807, "price_path": [0.0893, 0.0893, 0.0201, 0.0128, -0.0201, -0.0087, -0.0087, 0.088, 0.2196, 0.178, 0.0799, 0.1115, 0.1169, 0.1874, 0.2257, 0.2176, 0.1766, 0.2626, 0.2626, 0.2035, 0.1901, 0.1679, 0.18, 0.1075, 0.2592, 0.274, 0.1887, 0.0719, 0.0618, 0.092, -0.043, -0.1471, -0.0107, 0.1256, 0.1484, 0.0934, 0.0813, 0.1028, 0.1028, 0.0504, 0.0356, 0.0611, -0.0161, 0.0222, 0.1498, 0.1155, 0.1068, 0.0477, 0.0584, -0.0121, 0.0772, 0.0175, -0.0853, -0.039, -0.0625, -0.0524, -0.0792, -0.0544, 0.0168, 0.0134, -0.0148, -0.0168, -0.0591, 0.0, -0.0007, 0.0665, -0.0363, -0.0769, -0.1931, -0.1357, -0.1511, -0.139, -0.139, -0.1034, -0.0591, 0.0356, 0.0987, 0.1101, 0.1927, 0.2391, 0.2089, 0.1645, 0.3009, 0.2955, 0.2116, 0.3056, 0.2552, 0.2223, 0.2196, 0.1592, 0.1363, 0.1914, 0.1444, 0.2015, 0.4842, 0.4715, 0.3892, 0.3801, 0.362, 0.3472, 0.4265, 0.497, 0.3653, 0.2841, 0.2626, 0.3083, 0.4453, 0.4755, 0.4755, 0.546, 0.6897, 0.6514, 0.5883, 0.6125, 0.7656, 0.7623, 0.7159, 0.5077, 0.6313, 0.547, 0.4117, 0.5198, 0.6454, 0.7482, 0.7602, 0.7696, 0.9597, 0.9597, 0.8899, 0.8563, 0.7609, 0.7246, 0.7421, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021977218180948304", "ticker_idx": 0, "ts": "2026-02-12T15:58:29+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are great prices to buy $TE at.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on TE despite CAO termination concerns; calls current prices a buying opportunity.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "The market seems to agree with my concerns. \n\nAnonymous X mobs need to chill out.\n\nThese are great prices to buy $TE at. https://t.co/dN3CFxPZjq", "reply_text": null, "parent_text": null, "quoted_text": "I'm one of the biggest $TE bulls on here. \n\nBut I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions.\n\nDenise Cruz was terminated on Feb 5. Same day, they promoted the SEC reporting lead to replace her. \n\nNo transition period.", "parent_author": null, "ret_m1d": 0.10305955918746945, "ret_signed_m1d": 0.10305955918746945, "alpha_spy_m1d": 0.08736828723064072, "alpha_c_m1d": 0.09096108177959028, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.012098477407879171, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014492778105480664, "ret_signed_p1d": -0.014492778105480664, "alpha_spy_p1d": -0.015197277208599758, "alpha_c_p1d": -0.022712784777526585, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.00822000667204592, "ret_p1w": 0.016103044125327814, "ret_signed_p1w": 0.016103044125327814, "alpha_spy_p1w": 0.011391312332873937, "alpha_c_p1w": -0.004678416360115456, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.02078146048544327, "ret_p1m": 0.22705311413055074, "ret_signed_p1m": 0.22705311413055074, "alpha_spy_p1m": 0.25491289232951886, "alpha_c_p1m": 0.27394168448267475, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.046888570352124015, "ret_p3m": -0.05797103563655148, "ret_signed_p3m": -0.05797103563655148, "alpha_spy_p3m": -0.14446527805413445, "alpha_c_p3m": -0.07006898027526431, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.012097944638712832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22705311413055074, "alpha_spy_stated": 0.25491289232951886, "alpha_c_stated": 0.27394168448267475, "price_path": [-0.4879, -0.5072, -0.5346, -0.562, -0.562, -0.4944, -0.4702, -0.3816, -0.3816, -0.3366, -0.2802, -0.2367, -0.2721, -0.1771, -0.0612, -0.0306, 0.0837, -0.0097, -0.0548, -0.1385, -0.1852, -0.124, -0.1272, -0.0306, 0.0354, 0.1755, 0.1449, 0.1353, 0.1353, 0.095, 0.0338, 0.0467, 0.0757, 0.0757, 0.2625, 0.3205, 0.2319, 0.1723, 0.0966, 0.1176, 0.161, 0.2657, 0.2657, 0.1932, 0.3156, 0.3156, 0.3333, 0.2593, 0.3478, 0.3688, 0.3108, 0.4686, 0.5282, 0.43, 0.3414, 0.3945, 0.4638, 0.2448, 0.1707, 0.3317, 0.2303, 0.2093, 0.1031, 0.0, -0.0145, -0.0145, 0.037, 0.0403, 0.0161, 0.0, 0.0129, 0.1417, 0.1626, 0.1739, -0.0081, 0.1014, 0.0483, 0.1433, 0.0966, 0.0821, 0.153, 0.285, 0.3108, 0.2464, 0.2271, 0.2432, 0.2544, 0.1804, 0.2415, 0.0628, 0.1014, 0.0644, 0.0757, 0.0113, -0.0725, -0.095, -0.2931, -0.2786, -0.3253, -0.3253, -0.3478, -0.3671, -0.3285, -0.3269, -0.2448, -0.1771, -0.2174, -0.1401, -0.1965, -0.19, -0.1981, -0.1804, -0.132, -0.132, -0.1481, -0.1449, -0.211, -0.2126, -0.2271, -0.1707, -0.1787, -0.1401, -0.1514, -0.1707, -0.0081, -0.0274, -0.058, -0.0966, -0.0773, -0.087, 0.1272, 0.1079, 0.401, 0.4042, 0.3011, 0.3011, 0.6828, 0.7649, 0.7424, 0.7005, 0.6763, 0.9388, 0.8519, 0.8776, 0.5185, 0.4702, 0.3623, 0.2448, 0.3639, 0.3688, 0.4364, 0.3897, 0.4557, 0.5056, 0.5056, 0.6747, 0.4879, 0.3736, 0.3688, 0.3221, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 0, "ts": "2026-03-04T13:00:02+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Counter-Drone → $ONDS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.046622241717143686, "ret_signed_m1d": -0.046622241717143686, "alpha_spy_m1d": -0.039616315065193364, "alpha_c_m1d": -0.039616315065193364, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.007005926651950323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001902993085453053, "ret_signed_p1d": -0.001902993085453053, "alpha_spy_p1d": 0.0036726774064547163, "alpha_c_p1d": 0.0036726774064547163, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.005575670491907769, "ret_p1w": -0.06470031307012891, "ret_signed_p1w": -0.06470031307012891, "alpha_spy_p1w": -0.05185603957577578, "alpha_c_p1w": -0.05185603957577578, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.012844273494353131, "ret_p1m": -0.08658418911461097, "ret_signed_p1m": -0.08658418911461097, "alpha_spy_p1m": -0.0464327700354058, "alpha_c_p1m": -0.0464327700354058, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.040151419079205164, "ret_p3m": 0.28068503758529295, "ret_signed_p3m": 0.28068503758529295, "alpha_spy_p3m": 0.1705139370349713, "alpha_c_p3m": 0.1705139370349713, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": 0.11017110055032164, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08658418911461097, "alpha_spy_stated": -0.0464327700354058, "alpha_c_stated": -0.0464327700354058, "price_path": [-0.137, -0.1418, -0.1218, -0.2079, -0.1418, -0.1675, -0.2683, -0.2303, -0.2988, -0.2578, -0.1227, -0.118, -0.1475, -0.1313, -0.1313, -0.1931, -0.1951, -0.1446, -0.0714, -0.0714, 0.0485, 0.1922, 0.2217, 0.1589, 0.333, 0.3026, 0.255, 0.3216, 0.2902, 0.2198, 0.157, 0.157, 0.2493, 0.1941, 0.2008, 0.1579, 0.0618, 0.1665, 0.1675, 0.0723, -0.0143, 0.0124, 0.0828, -0.079, -0.1931, -0.078, -0.0162, -0.079, -0.1218, -0.1465, -0.1142, -0.1142, -0.0438, 0.0533, 0.0837, -0.0457, -0.0304, -0.0105, -0.02, -0.0057, -0.0409, 0.0152, -0.0466, 0.0, -0.0019, -0.0647, -0.0752, -0.0476, -0.0647, -0.0171, -0.0333, 0.0019, 0.0733, 0.0304, 0.0228, -0.0428, 0.0371, 0.0162, -0.019, -0.1018, -0.1627, -0.2245, -0.1399, -0.1618, -0.0866, -0.0866, -0.0942, -0.0932, -0.1009, -0.1304, -0.1313, -0.099, -0.1056, -0.0457, -0.0295, -0.0485, 0.0209, 0.0343, 0.0523, 0.0029, 0.0038, 0.0419, -0.0029, -0.0971, -0.0447, -0.0181, -0.0742, -0.1123, -0.1113, -0.1541, -0.138, -0.1037, -0.1399, -0.157, 0.0666, 0.0105, -0.0771, -0.1318, -0.1094, -0.1265, -0.138, -0.138, -0.0704, 0.0276, 0.2607, 0.2578, 0.2807, 0.2921, 0.1047, 0.1389, -0.0076, -0.02, -0.0818, -0.1142, -0.0647, -0.1123, -0.0951, -0.1237, -0.1323, -0.118, -0.118, -0.1541, -0.1884, -0.2693, -0.2697, -0.255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 1, "ts": "2026-03-04T13:00:02+00:00", "symbol": "DRSHF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Counter-Drone → $ONDS, $DRSHF", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "resolved_tickers": ["DRSHF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013916439742432063, "ret_signed_m1d": 0.013916439742432063, "alpha_spy_m1d": 0.020922366394382386, "alpha_c_m1d": 0.016928338800925924, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.003011899058493861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021868718109146368, "ret_signed_p1d": 0.021868718109146368, "alpha_spy_p1d": 0.027444388601054137, "alpha_c_p1d": 0.04408844726836003, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.022219729159213664, "ret_p1w": 0.12326040948270744, "ret_signed_p1w": 0.12326040948270744, "alpha_spy_p1w": 0.13610468297706058, "alpha_c_p1w": 0.16008486786041032, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.03682445837770287, "ret_p1m": 0.0815109006581396, "ret_signed_p1m": 0.0815109006581396, "alpha_spy_p1m": 0.12166231973734476, "alpha_c_p1m": 0.14822578978831513, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06671488913017554, "ret_p3m": -0.08151099545677543, "ret_signed_p3m": -0.08151099545677543, "alpha_spy_p3m": -0.19168209600709707, "alpha_c_p3m": -0.06397630701294188, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.017534688443833546, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0815109006581396, "alpha_spy_stated": 0.12166231973734476, "alpha_c_stated": 0.14822578978831513, "price_path": [-0.503, -0.4911, -0.4553, -0.3499, -0.4354, -0.4354, -0.4235, -0.2843, -0.3344, -0.326, -0.2525, -0.1571, -0.0934, -0.0855, -0.0855, -0.1225, -0.173, -0.1372, -0.1654, -0.1654, -0.0815, -0.0616, 0.0736, 0.0577, 0.0374, 0.0736, 0.0457, 0.0298, 0.0139, 0.0855, 0.1809, 0.1809, 0.2008, 0.169, 0.2286, 0.2087, 0.1829, 0.1491, 0.0895, -0.0855, -0.006, 0.0159, 0.0437, -0.0656, -0.1372, -0.1491, -0.0616, -0.0696, -0.1014, -0.1272, -0.1093, -0.1093, -0.0934, -0.0855, -0.0994, -0.1093, -0.1451, -0.1451, -0.0318, 0.0258, -0.0258, 0.0656, 0.0139, 0.0, 0.0219, 0.0815, 0.0338, 0.0954, 0.1233, 0.107, 0.1173, 0.1451, 0.1245, 0.1972, 0.175, 0.0338, 0.0855, 0.004, 0.1412, 0.1412, 0.1054, 0.0748, 0.0815, 0.1093, 0.0815, 0.0815, 0.0895, 0.0755, -0.0083, -0.0258, -0.0338, -0.0497, -0.0258, 0.0235, 0.0243, 0.0219, 0.0394, 0.0676, 0.0855, 0.0231, 0.0616, 0.0517, 0.0298, -0.0338, 0.008, 0.0139, 0.0457, 0.0549, 0.0855, 0.0815, 0.029, 0.0537, -0.0934, -0.0624, -0.1082, -0.1093, -0.0974, -0.1869, -0.1897, -0.1292, -0.1332, -0.1332, -0.0954, -0.1193, -0.0577, -0.0457, -0.0815, -0.095, -0.1173, -0.161, -0.1968, -0.1968, -0.2171, -0.2326, -0.2111, -0.1968, -0.1968, -0.2048, -0.2127, -0.2425, -0.2425, -0.2783, -0.2883, -0.3181, -0.3495, -0.4155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 2, "ts": "2026-03-04T13:00:02+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Drone Manufacturers → $AVAV, $RCAT", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008036062162453783, "ret_signed_m1d": 0.008036062162453783, "alpha_spy_m1d": 0.015041988814404106, "alpha_c_m1d": 0.011047961220947644, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.003011899058493861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02613916584521314, "ret_signed_p1d": -0.02613916584521314, "alpha_spy_p1d": -0.020563495353305372, "alpha_c_p1d": -0.003919436685999478, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.022219729159213664, "ret_p1w": -0.08278876878184294, "ret_signed_p1w": -0.08278876878184294, "alpha_spy_p1w": -0.0699444952874898, "alpha_c_p1w": -0.04596431040414006, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.03682445837770287, "ret_p1m": -0.18597666863195672, "ret_signed_p1m": -0.18597666863195672, "alpha_spy_p1m": -0.14582524955275156, "alpha_c_p1m": -0.11926177950178118, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06671488913017554, "ret_p3m": -0.09886082573307775, "ret_signed_p3m": -0.09886082573307775, "alpha_spy_p3m": -0.2090319262833994, "alpha_c_p3m": -0.0813261372892442, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.017534688443833546, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18597666863195672, "alpha_spy_stated": -0.14582524955275156, "alpha_c_stated": -0.11926177950178118, "price_path": [0.2292, 0.2472, 0.2426, 0.0829, 0.1027, 0.0553, 0.039, 0.0361, 0.0116, 0.0186, 0.073, 0.1276, 0.1531, 0.1511, 0.1511, 0.1259, 0.1001, 0.0774, 0.068, 0.068, 0.1312, 0.3132, 0.3998, 0.4062, 0.5231, 0.6116, 0.6367, 0.6066, 0.6858, 0.6715, 0.7346, 0.7346, 0.461, 0.4113, 0.3781, 0.3588, 0.3364, 0.3669, 0.3553, 0.2947, 0.2292, 0.1921, 0.2602, 0.1361, 0.0459, 0.1356, 0.2114, 0.1624, 0.0748, 0.0381, 0.0768, 0.0768, 0.1612, 0.1721, 0.2437, 0.1684, 0.1539, 0.1579, 0.1269, 0.1463, 0.1138, -0.0802, 0.008, 0.0, -0.0261, 0.0147, 0.0036, -0.0217, -0.0828, -0.0645, -0.0857, -0.0645, -0.0175, -0.0469, -0.0668, -0.127, -0.0892, -0.1338, -0.1212, -0.135, -0.1857, -0.2186, -0.1918, -0.1898, -0.186, -0.186, -0.1643, -0.175, -0.1746, -0.2154, -0.2065, -0.1417, -0.1411, -0.1239, -0.1081, -0.1548, -0.1292, -0.0725, -0.0723, -0.1085, -0.1333, -0.1357, -0.1507, -0.1898, -0.1389, -0.1833, -0.2041, -0.264, -0.2301, -0.2574, -0.2569, -0.2651, -0.2544, -0.2892, -0.2703, -0.3024, -0.2868, -0.2925, -0.2764, -0.2799, -0.2307, -0.2307, -0.1952, -0.1996, -0.0534, -0.085, -0.0989, -0.0977, -0.1546, -0.0975, -0.1791, -0.1846, -0.2206, -0.2364, -0.1889, -0.2468, -0.2408, -0.2639, -0.2621, -0.2511, -0.2511, -0.3318, -0.3418, -0.3722, -0.3965, -0.3909, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 3, "ts": "2026-03-04T13:00:02+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Drone Manufacturers → $AVAV, $RCAT", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "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": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002036641812864337, "ret_signed_m1d": -0.002036641812864337, "alpha_spy_m1d": 0.004969284839085986, "alpha_c_m1d": 0.0009752572456295239, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.003011899058493861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023761058543562585, "ret_signed_p1d": 0.023761058543562585, "alpha_spy_p1d": 0.029336729035470355, "alpha_c_p1d": 0.04598078770277625, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.022219729159213664, "ret_p1w": 0.09708081124343848, "ret_signed_p1w": 0.09708081124343848, "alpha_spy_p1w": 0.10992508473779161, "alpha_c_p1w": 0.13390526962114135, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.03682445837770287, "ret_p1m": -0.12152070722883856, "ret_signed_p1m": -0.12152070722883856, "alpha_spy_p1m": -0.0813692881496334, "alpha_c_p1m": -0.05480581809866303, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06671488913017554, "ret_p3m": 0.007467794553295937, "ret_signed_p3m": 0.007467794553295937, "alpha_spy_p3m": -0.1027033059970257, "alpha_c_p3m": 0.025002482997129483, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.017534688443833546, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12152070722883856, "alpha_spy_stated": -0.0813692881496334, "alpha_c_stated": -0.05480581809866303, "price_path": [-0.4555, -0.4386, -0.4155, -0.4311, -0.4033, -0.4542, -0.4922, -0.4997, -0.5322, -0.5119, -0.4535, -0.3741, -0.3768, -0.3829, -0.3829, -0.4365, -0.4698, -0.4711, -0.4616, -0.4616, -0.3781, -0.26, -0.2654, -0.2906, -0.1969, -0.2057, -0.1894, -0.1134, -0.0726, -0.0475, -0.072, -0.072, -0.0217, 0.0597, 0.1785, 0.0903, -0.0326, 0.0638, 0.112, 0.0136, -0.0835, -0.0747, -0.0326, -0.1426, -0.2322, -0.1426, -0.0692, -0.1432, -0.185, -0.2363, -0.2281, -0.2281, -0.2261, -0.1799, -0.129, -0.1534, -0.132, -0.1256, -0.1568, -0.1181, -0.2091, -0.072, -0.002, 0.0, 0.0238, 0.0428, -0.0431, -0.0041, 0.0971, 0.0971, 0.0767, 0.055, 0.1521, 0.1541, 0.0275, -0.1005, 0.0285, 0.0916, 0.0774, -0.0496, -0.1392, -0.2132, -0.1113, -0.1752, -0.1215, -0.1215, -0.1134, -0.1799, -0.1147, -0.1901, -0.1602, -0.1242, -0.1419, -0.1154, -0.0692, -0.1365, -0.1449, -0.1466, -0.0801, -0.1487, -0.1989, -0.2064, -0.2301, -0.2485, -0.2043, -0.2376, -0.2532, -0.2919, -0.279, -0.2967, -0.296, -0.2363, -0.2512, -0.3618, -0.3388, -0.3557, -0.3938, -0.4196, -0.3931, -0.387, -0.3612, -0.3612, -0.3367, -0.2756, -0.0394, -0.0156, 0.0075, 0.0149, -0.0638, 0.0007, -0.1392, -0.1541, -0.2196, -0.2604, -0.1847, -0.241, -0.1874, -0.26, -0.2396, -0.2234, -0.2234, -0.2783, -0.3089, -0.3659, -0.3951, -0.37, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 4, "ts": "2026-03-04T13:00:02+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Batteries → $AMPX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07330677787344919, "ret_signed_m1d": -0.07330677787344919, "alpha_spy_m1d": -0.06630085122149887, "alpha_c_m1d": -0.07029487881495533, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.003011899058493861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18645419259159968, "ret_signed_p1d": 0.18645419259159968, "alpha_spy_p1d": 0.19202986308350745, "alpha_c_p1d": 0.20867392175081334, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.022219729159213664, "ret_p1w": 0.4812748900443926, "ret_signed_p1w": 0.4812748900443926, "alpha_spy_p1w": 0.49411916353874574, "alpha_c_p1w": 0.5180993484220955, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.03682445837770287, "ret_p1m": 0.2749003790304423, "ret_signed_p1m": 0.2749003790304423, "alpha_spy_p1m": 0.31505179810964745, "alpha_c_p1m": 0.3416152681606178, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06671488913017554, "ret_p3m": 0.7330677027445074, "ret_signed_p3m": 0.7330677027445074, "alpha_spy_p3m": 0.6228966021941857, "alpha_c_p3m": 0.7506023911883409, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.017534688443833546, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2749003790304423, "alpha_spy_stated": 0.31505179810964745, "alpha_c_stated": 0.3416152681606178, "price_path": [-0.0295, -0.0598, -0.0677, -0.1203, -0.0884, -0.1307, -0.1992, -0.1809, -0.3004, -0.2709, -0.255, -0.2773, -0.3052, -0.3203, -0.3203, -0.341, -0.3689, -0.3761, -0.3713, -0.3713, -0.3036, -0.2661, -0.2677, -0.2908, -0.2637, -0.2446, -0.2024, -0.2295, -0.1745, -0.1912, -0.1235, -0.1235, -0.11, -0.102, -0.0478, -0.11, -0.1315, -0.0773, -0.0454, 0.0821, -0.0088, 0.0478, 0.1697, -0.012, -0.157, -0.0247, -0.0048, -0.0797, -0.1147, -0.188, -0.2056, -0.2056, -0.2215, -0.2104, -0.1753, -0.2414, -0.1873, -0.1394, -0.1187, -0.0821, -0.145, -0.0765, -0.0733, 0.0, 0.1865, 0.3012, 0.412, 0.4343, 0.4813, 0.4574, 0.4303, 0.4892, 0.5442, 0.506, 0.5227, 0.4502, 0.4884, 0.4151, 0.4287, 0.3673, 0.2845, 0.1729, 0.3434, 0.2367, 0.2749, 0.2749, 0.3992, 0.3307, 0.3482, 0.2869, 0.3721, 0.4653, 0.4255, 0.4582, 0.5243, 0.4876, 0.5625, 0.7076, 0.808, 0.7315, 0.6462, 0.7068, 0.5689, 0.6207, 0.6781, 0.6629, 0.6239, 0.7052, 0.7681, 0.2837, 0.3307, 0.4088, 0.5004, 0.396, 0.4239, 0.3426, 0.2645, 0.2335, 0.2008, 0.2191, 0.2773, 0.2773, 0.4207, 0.3673, 0.6614, 0.6159, 0.7331, 0.8255, 0.7323, 0.796, 0.5689, 0.5004, 0.388, 0.3092, 0.3625, 0.2996, 0.3402, 0.2343, 0.1952, 0.2884, 0.2884, 0.247, 0.1251, -0.0024, 0.0008, 0.0287, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 5, "ts": "2026-03-04T13:00:02+00:00", "symbol": "UMAC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Components → $UMAC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "resolved_tickers": ["UMAC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05517713915381284, "ret_signed_m1d": -0.05517713915381284, "alpha_spy_m1d": -0.048171212501862515, "alpha_c_m1d": -0.038443771343272926, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.016733367810539912, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.039509530766260514, "ret_signed_p1d": 0.039509530766260514, "alpha_spy_p1d": 0.045085201258168284, "alpha_c_p1d": 0.03707818766030169, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": 0.0024313431059588275, "ret_p1w": 0.3514986199007659, "ret_signed_p1w": 0.3514986199007659, "alpha_spy_p1w": 0.36434289339511905, "alpha_c_p1w": 0.3472795373794846, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": 0.0042190825212813365, "ret_p1m": -0.0735694755622911, "ret_signed_p1m": -0.0735694755622911, "alpha_spy_p1m": -0.033418056483085934, "alpha_c_p1m": -0.047247244064475225, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.026322231497815873, "ret_p3m": 0.967302354250243, "ret_signed_p3m": 0.967302354250243, "alpha_spy_p3m": 0.8571312536999214, "alpha_c_p3m": 0.5656761501731822, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": 0.40162620407706084, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0735694755622911, "alpha_spy_stated": -0.033418056483085934, "alpha_c_stated": -0.047247244064475225, "price_path": [-0.2732, -0.2446, -0.2302, -0.2834, -0.2589, -0.3174, -0.3808, -0.3665, -0.408, -0.3965, -0.329, -0.1887, -0.1138, -0.1097, -0.1097, -0.1683, -0.2084, -0.1887, -0.1322, -0.1322, -0.0756, 0.0559, 0.0899, 0.0, 0.0279, -0.0347, 0.0041, 0.0211, 0.126, 0.1894, 0.2609, 0.2609, 0.2718, 0.1546, 0.2466, 0.1376, 0.0375, 0.1097, 0.1069, 0.0409, -0.0565, -0.0743, 0.0497, -0.1328, -0.2446, -0.1301, -0.0511, -0.1417, -0.1778, -0.1921, -0.188, -0.188, -0.173, -0.0872, -0.015, -0.0845, -0.0593, -0.0933, -0.0845, -0.0627, -0.0702, -0.032, -0.0552, 0.0, 0.0395, 0.1206, 0.1771, 0.2602, 0.3515, 0.5089, 0.3896, 0.2677, 0.4244, 0.3699, 0.267, 0.0129, 0.0892, 0.0279, 0.0123, -0.0845, -0.1975, -0.2439, -0.1553, -0.1594, -0.0736, -0.0736, -0.0661, -0.1042, -0.1247, -0.1546, -0.0668, -0.0463, -0.047, 0.0504, 0.0838, -0.0402, 0.0518, 0.047, 0.1206, 0.0988, -0.002, 0.0095, -0.0129, -0.064, -0.0061, -0.0334, -0.0593, -0.0743, -0.0286, -0.0804, -0.0858, 0.045, -0.0381, 0.0198, 0.1533, 0.1035, -0.0157, -0.0695, -0.0211, 0.0082, 0.1431, 0.1431, 0.1771, 0.2827, 1.0163, 1.1649, 0.9673, 1.2766, 0.9659, 1.2003, 0.8188, 0.7609, 0.6281, 0.5565, 0.752, 0.6642, 0.6846, 0.7166, 0.6655, 0.7016, 0.7016, 0.5375, 0.4653, 0.3297, 0.2813, 0.3011, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029180065406435430", "ticker_idx": 6, "ts": "2026-03-04T13:00:02+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ISR & Surveillance → $PL", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps entire drone economy supply chain naming 7 beneficiary plays across counter-drone, manufacturers, batteries, components, ISR, and munitions in a $400B predicted market.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "I spent hours mapping the entire drone economy.  \n\n7 layers. 8 companies. $400 billion predicted market.\n\nIran just proved drones are THE weapon of the decade - 541 attack drones were used in a single barrage. A $500 FPV drone can destroy an $82.5M F-35.  \n\nHere's every layer of the supply chain and the companies building it:\n🛡️ Counter-Drone → $ONDS, $DRSHF \n✈️ Drone Manufacturers → $AVAV, $RCAT \n🔋 Batteries → $AMPX \n⚙️ Components → $UMAC \n🛰️ ISR & Surveillance → $PL \n💣 Loitering Munitions → $AVAV \n🧠 Autonomy Software → Shield AI  \n\nDeep research report on the Drone Economy coming in a few hours 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026923106266902086, "ret_signed_m1d": -0.026923106266902086, "alpha_spy_m1d": -0.019917179614951763, "alpha_c_m1d": -0.023911207208408225, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.003011899058493861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.054230763362004164, "ret_signed_p1d": -0.054230763362004164, "alpha_spy_p1d": -0.048655092870096395, "alpha_c_p1d": -0.0320110342027905, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.022219729159213664, "ret_p1w": -0.021538440997783903, "ret_signed_p1w": -0.021538440997783903, "alpha_spy_p1w": -0.008694167503430772, "alpha_c_p1w": 0.01528601737991897, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.03682445837770287, "ret_p1m": 0.3800000410813551, "ret_signed_p1m": 0.3800000410813551, "alpha_spy_p1m": 0.42015146016056026, "alpha_c_p1m": 0.44671493021153064, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06671488913017554, "ret_p3m": 0.7869230417104869, "ret_signed_p3m": 0.7869230417104869, "alpha_spy_p3m": 0.6767519411601652, "alpha_c_p3m": 0.8044577301543204, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.017534688443833546, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3800000410813551, "alpha_spy_stated": 0.42015146016056026, "alpha_c_stated": 0.44671493021153064, "price_path": [-0.5088, -0.5019, -0.5062, -0.5023, -0.3281, -0.2985, -0.3058, -0.3123, -0.3665, -0.3273, -0.2623, -0.2077, -0.2027, -0.2185, -0.2185, -0.2554, -0.2358, -0.2408, -0.2415, -0.2415, -0.215, -0.1773, -0.16, -0.1304, -0.1369, -0.1265, -0.0215, -0.0262, 0.0281, 0.0877, 0.1069, 0.1069, 0.0769, 0.0146, 0.0023, 0.0362, -0.005, 0.0796, 0.0723, 0.0135, -0.0396, -0.1212, -0.0788, -0.1627, -0.2142, -0.1438, -0.0762, -0.1235, -0.1673, -0.1808, -0.1377, -0.1377, -0.1458, -0.0869, -0.0342, -0.0808, -0.0854, -0.0496, -0.0527, -0.0154, -0.0715, 0.0138, -0.0269, 0.0, -0.0542, -0.0277, -0.0069, -0.0231, -0.0215, -0.0396, -0.0465, -0.0538, 0.0415, -0.0458, 0.0369, 0.3012, 0.3008, 0.2242, 0.3604, 0.2462, 0.1869, 0.0727, 0.075, 0.1812, 0.38, 0.38, 0.3469, 0.3527, 0.4058, 0.3165, 0.3335, 0.32, 0.305, 0.3235, 0.5342, 0.48, 0.4423, 0.4627, 0.5181, 0.4727, 0.3631, 0.3635, 0.3473, 0.3108, 0.4219, 0.4192, 0.4823, 0.4281, 0.5265, 0.3554, 0.5015, 0.6092, 0.5646, 0.5669, 0.6554, 0.6008, 0.6004, 0.5996, 0.6408, 0.6338, 0.7058, 0.7058, 0.8585, 0.9415, 0.9769, 0.9669, 0.7869, 0.8496, 0.6588, 0.6742, 0.2392, 0.2592, 0.1988, 0.1815, 0.3142, 0.1981, 0.1762, 0.085, 0.0854, 0.0858, 0.0858, 0.1065, 0.0973, 0.0115, 0.0196, 0.0412, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039018383086420106", "ticker_idx": 0, "ts": "2026-03-31T16:34:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Down 30% in 8 days. Google TurboQuant only compresses inference, not training. HBM demand is untouched. Market is panicking over a headline.", "tweet_type": "prediction", "timeline": "months", "summary": "Five oversold longs: MU (HBM demand intact), ONDS (record revenue), NVDA (AI spend unbroken), AMZN (AWS/cheap valuation), RKLB (backlog/deep discount).", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Top 5 most oversold stocks on my watchlist right now:\n\n1. $MU - Down 30% in 8 days. Google TurboQuant only compresses inference, not training. HBM demand is untouched. Market is panicking over a headline.\n2. $ONDS - Down 47% from highs. Just posted record Q4 revenue ($30.1M). Raised 2026 guidance to $375M.  \n3. $NVDA - Down 21% from ATH. Every AI hyperscaler is still spending hundreds of billions. This is the gift. P/E lowest since 2019.\n4. $AMZN - Down 23% from highs. AWS is printing money. $2T company at a P/S of 3. Cheapest it's been relative to fundamentals in years.\n5. $RKLB - Down 33% from ATH. Neutron on track. $190M HASTE contract. $1.1B backlog. Space infrastructure at a deep discount.\n\nBlood in the streets. These are the entries people will wish they had just a few months ago.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04747812194764367, "ret_signed_m1d": -0.04747812194764367, "alpha_spy_m1d": -0.01923133011667899, "alpha_c_m1d": 0.006955877659623577, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.05443399960726725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08882906136315039, "ret_signed_p1d": 0.08882906136315039, "alpha_spy_p1d": 0.0812945699528469, "alpha_c_p1d": 0.0664764075795079, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.11762961953927165, "ret_signed_p1w": 0.11762961953927165, "alpha_spy_p1w": 0.10397532392882924, "alpha_c_p1w": 0.07459362511394341, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.5346318600303279, "ret_signed_p1m": 0.5346318600303279, "alpha_spy_p1m": 0.440465725223951, "alpha_c_p1m": 0.23160631353762473, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": 2.351675255531876, "ret_signed_p3m": 2.351675255531876, "alpha_spy_p3m": 2.227850746751076, "alpha_c_p3m": 1.7564483512855147, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.5952269042463612, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5346318600303279, "alpha_spy_stated": 0.440465725223951, "alpha_c_stated": 0.23160631353762473, "price_path": [-0.1555, -0.0668, -0.0764, 0.0161, 0.0046, -0.0324, 0.021, 0.0233, 0.0004, -0.0137, -0.004, 0.0733, 0.0733, 0.0799, 0.1513, 0.1763, 0.1825, 0.1512, 0.2138, 0.2879, 0.2894, 0.2275, 0.2953, 0.241, 0.1225, 0.1329, 0.1678, 0.1347, 0.1043, 0.2141, 0.2248, 0.218, 0.218, 0.1828, 0.2455, 0.2348, 0.2668, 0.2455, 0.2368, 0.2693, 0.2295, 0.2201, 0.221, 0.1234, 0.1858, 0.1748, 0.0956, 0.1519, 0.1927, 0.2388, 0.1993, 0.2608, 0.3072, 0.366, 0.3661, 0.3145, 0.2513, 0.1964, 0.1703, 0.1305, 0.0517, 0.0569, -0.0475, 0.0, 0.0888, 0.0841, 0.0841, 0.1182, 0.1176, 0.2039, 0.2477, 0.2449, 0.2626, 0.3783, 0.3504, 0.3534, 0.347, 0.3273, 0.3302, 0.4429, 0.4259, 0.4703, 0.5527, 0.4927, 0.5346, 0.5308, 0.6049, 0.7063, 0.895, 0.9731, 0.914, 1.2105, 1.3542, 1.2691, 1.3787, 1.297, 1.145, 1.0173, 1.0683, 1.1667, 1.2558, 1.2229, 1.2229, 1.6518, 1.7481, 1.7336, 1.8741, 2.0651, 2.1497, 2.1955, 1.9481, 1.5575, 1.8099, 1.7702, 1.6399, 1.9478, 1.9055, 2.2204, 2.0214, 2.0878, 2.3566, 2.3566, 2.5857, 2.1132, 2.1036, 2.5921, 2.3517, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039018383086420106", "ticker_idx": 1, "ts": "2026-03-31T16:34:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Down 47% from highs. Just posted record Q4 revenue ($30.1M). Raised 2026 guidance to $375M.", "tweet_type": "prediction", "timeline": "months", "summary": "Five oversold longs: MU (HBM demand intact), ONDS (record revenue), NVDA (AI spend unbroken), AMZN (AWS/cheap valuation), RKLB (backlog/deep discount).", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Top 5 most oversold stocks on my watchlist right now:\n\n1. $MU - Down 30% in 8 days. Google TurboQuant only compresses inference, not training. HBM demand is untouched. Market is panicking over a headline.\n2. $ONDS - Down 47% from highs. Just posted record Q4 revenue ($30.1M). Raised 2026 guidance to $375M.  \n3. $NVDA - Down 21% from ATH. Every AI hyperscaler is still spending hundreds of billions. This is the gift. P/E lowest since 2019.\n4. $AMZN - Down 23% from highs. AWS is printing money. $2T company at a P/S of 3. Cheapest it's been relative to fundamentals in years.\n5. $RKLB - Down 33% from ATH. Neutron on track. $190M HASTE contract. $1.1B backlog. Space infrastructure at a deep discount.\n\nBlood in the streets. These are the entries people will wish they had just a few months ago.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09845136582725389, "ret_signed_m1d": -0.09845136582725389, "alpha_spy_m1d": -0.07020457399628921, "alpha_c_m1d": -0.07020457399628921, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.02824679183096468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025442427345893748, "ret_signed_p1d": -0.025442427345893748, "alpha_spy_p1d": -0.03297691875619724, "alpha_c_p1d": -0.03297691875619724, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.00753449141030349, "ret_p1w": 0.0542035147329496, "ret_signed_p1w": 0.0542035147329496, "alpha_spy_p1w": 0.040549219122507196, "alpha_c_p1w": 0.040549219122507196, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.013654295610442402, "ret_p1m": 0.04977874017301387, "ret_signed_p1m": 0.04977874017301387, "alpha_spy_p1m": -0.04438739463336305, "alpha_c_p1m": -0.04438739463336305, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.09416613480637692, "ret_p3m": -0.13384956230673983, "ret_signed_p3m": -0.13384956230673983, "alpha_spy_p3m": -0.25767407108753926, "alpha_c_p3m": -0.25767407108753926, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.12382450878079942, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04977874017301387, "alpha_spy_stated": -0.04438739463336305, "alpha_c_stated": -0.04438739463336305, "price_path": [0.0796, 0.219, 0.3861, 0.4204, 0.3473, 0.5498, 0.5144, 0.4591, 0.5365, 0.5, 0.4181, 0.3451, 0.3451, 0.4524, 0.3883, 0.396, 0.3462, 0.2345, 0.3562, 0.3573, 0.2467, 0.146, 0.177, 0.2588, 0.0708, -0.0619, 0.0719, 0.1438, 0.0708, 0.021, -0.0077, 0.0299, 0.0299, 0.1117, 0.2246, 0.26, 0.1095, 0.1272, 0.1504, 0.1394, 0.156, 0.115, 0.1803, 0.1084, 0.1626, 0.1604, 0.0874, 0.0752, 0.1073, 0.0874, 0.1427, 0.1239, 0.1648, 0.2478, 0.198, 0.1892, 0.1128, 0.2058, 0.1814, 0.1405, 0.0442, -0.0265, -0.0985, 0.0, -0.0254, 0.0619, 0.0619, 0.0531, 0.0542, 0.0454, 0.0111, 0.01, 0.0476, 0.0398, 0.1095, 0.1283, 0.1062, 0.1869, 0.2024, 0.2235, 0.1659, 0.167, 0.2113, 0.1593, 0.0498, 0.1106, 0.1416, 0.0763, 0.0321, 0.0332, -0.0166, 0.0022, 0.042, 0.0, -0.0199, 0.24, 0.1748, 0.073, 0.0094, 0.0354, 0.0155, 0.0022, 0.0022, 0.0808, 0.1947, 0.4657, 0.4624, 0.4889, 0.5022, 0.2843, 0.3241, 0.1538, 0.1394, 0.0675, 0.0299, 0.0874, 0.0321, 0.052, 0.0188, 0.0088, 0.0254, 0.0254, -0.0166, -0.0564, -0.1504, -0.151, -0.1338, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039018383086420106", "ticker_idx": 2, "ts": "2026-03-31T16:34:00+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Down 21% from ATH. Every AI hyperscaler is still spending hundreds of billions. This is the gift. P/E lowest since 2019.", "tweet_type": "prediction", "timeline": "months", "summary": "Five oversold longs: MU (HBM demand intact), ONDS (record revenue), NVDA (AI spend unbroken), AMZN (AWS/cheap valuation), RKLB (backlog/deep discount).", "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": "Top 5 most oversold stocks on my watchlist right now:\n\n1. $MU - Down 30% in 8 days. Google TurboQuant only compresses inference, not training. HBM demand is untouched. Market is panicking over a headline.\n2. $ONDS - Down 47% from highs. Just posted record Q4 revenue ($30.1M). Raised 2026 guidance to $375M.  \n3. $NVDA - Down 21% from ATH. Every AI hyperscaler is still spending hundreds of billions. This is the gift. P/E lowest since 2019.\n4. $AMZN - Down 23% from highs. AWS is printing money. $2T company at a P/S of 3. Cheapest it's been relative to fundamentals in years.\n5. $RKLB - Down 33% from ATH. Neutron on track. $190M HASTE contract. $1.1B backlog. Space infrastructure at a deep discount.\n\nBlood in the streets. These are the entries people will wish they had just a few months ago.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05292430309176288, "ret_signed_m1d": -0.05292430309176288, "alpha_spy_m1d": -0.0246775112607982, "alpha_c_m1d": 0.0015096965155043662, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.05443399960726725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007740860269023653, "ret_signed_p1d": 0.007740860269023653, "alpha_spy_p1d": 0.00020636885872016286, "alpha_c_p1d": -0.014611793514618832, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.021215603512665826, "ret_signed_p1w": 0.021215603512665826, "alpha_spy_p1w": 0.007561307902223424, "alpha_c_p1w": -0.021820390912662413, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.19982799840191623, "ret_signed_p1m": 0.19982799840191623, "alpha_spy_p1m": 0.10566186359553931, "alpha_c_p1m": -0.10319754809078696, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": 0.10524306175107889, "ret_signed_p3m": 0.10524306175107889, "alpha_spy_p3m": -0.018581447029720533, "alpha_c_p3m": -0.48998384249528226, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.5952269042463612, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19982799840191623, "alpha_spy_stated": 0.10566186359553931, "alpha_c_stated": -0.10319754809078696, "price_path": [0.0693, 0.0828, 0.0786, 0.0736, 0.0843, 0.061, 0.0599, 0.0604, 0.0654, 0.0501, 0.0725, 0.0678, 0.0678, 0.021, 0.0511, 0.0598, 0.076, 0.0692, 0.0809, 0.0981, 0.1038, 0.0959, 0.0642, 0.034, -0.0013, -0.0145, 0.0631, 0.0896, 0.081, 0.0897, 0.0718, 0.0482, 0.0482, 0.0606, 0.0778, 0.0773, 0.0884, 0.0983, 0.1057, 0.1213, 0.0601, 0.0159, 0.0463, 0.0323, 0.0495, 0.0512, 0.0196, 0.0472, 0.0594, 0.0667, 0.0501, 0.0335, 0.0506, 0.0432, 0.0344, 0.0239, -0.0097, 0.0071, 0.0046, 0.0245, -0.0181, -0.0394, -0.0529, 0.0, 0.0077, 0.0171, 0.0171, 0.0186, 0.0212, 0.044, 0.0545, 0.0816, 0.0855, 0.1268, 0.1403, 0.1373, 0.1564, 0.1586, 0.1461, 0.1611, 0.1447, 0.1942, 0.242, 0.2223, 0.1998, 0.1443, 0.1379, 0.1381, 0.1267, 0.1917, 0.2127, 0.2339, 0.2583, 0.2659, 0.2949, 0.3517, 0.292, 0.2748, 0.265, 0.2814, 0.2587, 0.2347, 0.2347, 0.232, 0.219, 0.2285, 0.2107, 0.2865, 0.2776, 0.2314, 0.2552, 0.1774, 0.1977, 0.1951, 0.1505, 0.1761, 0.1779, 0.2196, 0.1907, 0.1748, 0.2095, 0.2095, 0.1978, 0.1484, 0.1424, 0.1237, 0.1052, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039018383086420106", "ticker_idx": 3, "ts": "2026-03-31T16:34:00+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AWS is printing money. $2T company at a P/S of 3. Cheapest it's been relative to fundamentals in years.", "tweet_type": "prediction", "timeline": "months", "summary": "Five oversold longs: MU (HBM demand intact), ONDS (record revenue), NVDA (AI spend unbroken), AMZN (AWS/cheap valuation), RKLB (backlog/deep discount).", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Top 5 most oversold stocks on my watchlist right now:\n\n1. $MU - Down 30% in 8 days. Google TurboQuant only compresses inference, not training. HBM demand is untouched. Market is panicking over a headline.\n2. $ONDS - Down 47% from highs. Just posted record Q4 revenue ($30.1M). Raised 2026 guidance to $375M.  \n3. $NVDA - Down 21% from ATH. Every AI hyperscaler is still spending hundreds of billions. This is the gift. P/E lowest since 2019.\n4. $AMZN - Down 23% from highs. AWS is printing money. $2T company at a P/S of 3. Cheapest it's been relative to fundamentals in years.\n5. $RKLB - Down 33% from ATH. Neutron on track. $190M HASTE contract. $1.1B backlog. Space infrastructure at a deep discount.\n\nBlood in the streets. These are the entries people will wish they had just a few months ago.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03514671903805522, "ret_signed_m1d": -0.03514671903805522, "alpha_spy_m1d": -0.006899927207090539, "alpha_c_m1d": -0.004682389381816532, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.030464329656238687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011043371606930696, "ret_signed_p1d": 0.011043371606930696, "alpha_spy_p1d": 0.0035088801966272065, "alpha_c_p1d": 0.0035190762665013864, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.00752429534042931, "ret_p1w": 0.02640802749878879, "ret_signed_p1w": 0.02640802749878879, "alpha_spy_p1w": 0.012753731888346387, "alpha_c_p1w": 0.03751107172914525, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": -0.011103044230356462, "ret_p1m": 0.262975959806532, "ret_signed_p1m": 0.262975959806532, "alpha_spy_p1m": 0.16880982500015507, "alpha_c_p1m": 0.19085271470383014, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.07212324510270185, "ret_p3m": 0.11725163330288702, "ret_signed_p3m": 0.11725163330288702, "alpha_spy_p3m": -0.00657287547791241, "alpha_c_p3m": 0.06570181014294252, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.0515498231599445, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.262975959806532, "alpha_spy_stated": 0.16880982500015507, "alpha_c_stated": 0.19085271470383014, "price_path": [0.1083, 0.0875, 0.119, 0.1568, 0.1598, 0.1826, 0.1878, 0.1834, 0.1648, 0.1363, 0.1436, 0.1481, 0.1481, 0.1091, 0.1106, 0.1252, 0.1483, 0.1448, 0.1748, 0.1668, 0.1607, 0.149, 0.1666, 0.1457, 0.1187, 0.0692, 0.0098, 0.0022, -0.0063, -0.0201, -0.0416, -0.0455, -0.0455, -0.0342, -0.0167, -0.0164, 0.0088, -0.0144, 0.0014, 0.0114, -0.0017, 0.0083, 0.0006, 0.0022, 0.0411, 0.0512, 0.0237, 0.0251, 0.0291, 0.021, 0.006, -0.0029, 0.0167, 0.0333, 0.0077, 0.0024, -0.0139, 0.009, -0.0049, 0.0165, -0.0035, -0.0429, -0.0351, 0.0, 0.011, 0.0072, 0.0072, 0.0217, 0.0264, 0.0623, 0.1219, 0.1446, 0.1518, 0.1957, 0.1932, 0.1989, 0.2031, 0.1921, 0.1999, 0.2261, 0.2248, 0.2675, 0.2538, 0.2469, 0.263, 0.2727, 0.288, 0.3062, 0.3134, 0.3204, 0.302, 0.3093, 0.2915, 0.2763, 0.297, 0.283, 0.2683, 0.2717, 0.2452, 0.2724, 0.289, 0.2787, 0.2787, 0.2738, 0.3053, 0.3156, 0.2995, 0.2544, 0.2317, 0.2005, 0.2186, 0.1813, 0.1774, 0.1725, 0.1427, 0.1596, 0.1454, 0.1813, 0.1812, 0.1403, 0.1734, 0.1734, 0.1177, 0.1241, 0.1248, 0.09, 0.1173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039018383086420106", "ticker_idx": 4, "ts": "2026-03-31T16:34:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Down 33% from ATH. Neutron on track. $190M HASTE contract. $1.1B backlog. Space infrastructure at a deep discount.", "tweet_type": "prediction", "timeline": "months", "summary": "Five oversold longs: MU (HBM demand intact), ONDS (record revenue), NVDA (AI spend unbroken), AMZN (AWS/cheap valuation), RKLB (backlog/deep discount).", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Top 5 most oversold stocks on my watchlist right now:\n\n1. $MU - Down 30% in 8 days. Google TurboQuant only compresses inference, not training. HBM demand is untouched. Market is panicking over a headline.\n2. $ONDS - Down 47% from highs. Just posted record Q4 revenue ($30.1M). Raised 2026 guidance to $375M.  \n3. $NVDA - Down 21% from ATH. Every AI hyperscaler is still spending hundreds of billions. This is the gift. P/E lowest since 2019.\n4. $AMZN - Down 23% from highs. AWS is printing money. $2T company at a P/S of 3. Cheapest it's been relative to fundamentals in years.\n5. $RKLB - Down 33% from ATH. Neutron on track. $190M HASTE contract. $1.1B backlog. Space infrastructure at a deep discount.\n\nBlood in the streets. These are the entries people will wish they had just a few months ago.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10650887609112691, "ret_signed_m1d": -0.10650887609112691, "alpha_spy_m1d": -0.07826208426016223, "alpha_c_m1d": -0.07485115600763981, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.031657720083487106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02024284331443127, "ret_signed_p1d": 0.02024284331443127, "alpha_spy_p1d": 0.01270835190412778, "alpha_c_p1d": 0.0035484396547371677, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.0166944036596941, "ret_p1w": 0.03270006904708844, "ret_signed_p1w": 0.03270006904708844, "alpha_spy_p1w": 0.01904577343664604, "alpha_c_p1w": 0.016933016660301003, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.01576705238678744, "ret_p1m": 0.19931478011614923, "ret_signed_p1m": 0.19931478011614923, "alpha_spy_p1m": 0.1051486453097723, "alpha_c_p1m": 0.14861301969037544, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.05070176042577379, "ret_p3m": 0.3164123218402166, "ret_signed_p3m": 0.3164123218402166, "alpha_spy_p3m": 0.1925878130594172, "alpha_c_p3m": 0.193270003637952, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.12314231820226462, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19931478011614923, "alpha_spy_stated": 0.1051486453097723, "alpha_c_stated": 0.14861301969037544, "price_path": [0.0863, 0.1833, 0.2168, 0.3396, 0.3092, 0.2937, 0.3212, 0.3687, 0.3482, 0.4295, 0.4133, 0.4995, 0.4995, 0.3884, 0.3675, 0.37, 0.3843, 0.2532, 0.3547, 0.3792, 0.3342, 0.2468, 0.1546, 0.2655, 0.1384, 0.0327, 0.1261, 0.1809, 0.1216, 0.0841, 0.0279, 0.0501, 0.0501, 0.0883, 0.1588, 0.1925, 0.1034, 0.0933, 0.0895, 0.0931, 0.1313, 0.076, 0.1051, 0.092, 0.1197, 0.09, 0.0917, 0.113, 0.0733, 0.1205, 0.0646, 0.0652, 0.1104, 0.2238, 0.0819, 0.1201, 0.0469, 0.0589, 0.0288, 0.1348, 0.0268, -0.0512, -0.1065, 0.0, 0.0202, 0.0547, 0.0547, 0.0537, 0.0327, 0.0757, 0.0392, 0.0596, 0.0997, 0.1246, 0.1461, 0.2913, 0.3205, 0.393, 0.3491, 0.4021, 0.3173, 0.2407, 0.2814, 0.2238, 0.1993, 0.2848, 0.2272, 0.2505, 0.2264, 0.3181, 0.2236, 0.6423, 0.8273, 0.8306, 0.9332, 1.064, 0.9429, 1.0424, 0.9824, 1.0909, 0.9534, 1.114, 1.114, 1.2298, 1.3393, 1.305, 1.2342, 0.9058, 0.9203, 0.786, 0.8678, 0.7141, 0.7697, 0.6853, 0.6358, 0.7873, 0.5944, 0.7012, 0.6292, 0.6814, 0.6699, 0.6699, 0.5617, 0.4812, 0.33, 0.2565, 0.3164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057778364094496829", "ticker_idx": 0, "ts": "2026-05-22T10:59:28+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "institutional coverage arriving alongside a binding hyperscaler agreement is the first step in that risk being repriced", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses BofA Buy/PT $80 on OKLO; sees institutional coverage + META binding deal as beginning of risk repricing for the SMR build-own-operate model.", "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": "quote", "lang": "en", "tweet_text": "I covered $OKLO in my nuclear sector deep dive last week.\n\nThe thesis: a build-own-operate model selling electricity directly to data centers via long-term contracts - behind the meter, no grid upgrades required. The cleanest hyperscaler story in the SMR space.\n\nI also flagged it as highly speculative. Pre-revenue. Significant insider selling. Today, BofA initiates with a Buy rating and an $80 price target.\n\nTheir conviction anchor is that a 1.2 GWe binding power agreement with $META and a pipeline exceeding 14 GWe in non-binding customer letters. The same build-own-operate model I identified is what the analyst specifically highlights as the competitive differentiator.\n\nThe speculative risks haven't disappeared. But institutional coverage arriving alongside a binding hyperscaler agreement is the first step in that risk being repriced.\n$OKLO", "reply_text": null, "parent_text": null, "quoted_text": "BofA Initiates Coverage on $OKLO with Buy Rating, PT $80\n\nAnalyst comments: \"Oklo’s differentiated, vertically integrated “build-own-operate” model positions it as a potential early leader in small modular reactors (SMRs), uniquely capturing full project economics by owning its", "parent_author": null, "ret_m1d": -0.011991514093245614, "ret_signed_m1d": -0.011991514093245614, "alpha_spy_m1d": -0.008075361562309258, "alpha_c_m1d": -0.008075361562309258, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.0039161525309363565, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.015179114172596986, "ret_signed_p1w": 0.015179114172596986, "alpha_spy_p1w": 0.000641283198660858, "alpha_c_p1w": 0.000641283198660858, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.014537830973936128, "ret_p1m": -0.11353970915885225, "ret_signed_p1m": -0.11353970915885225, "alpha_spy_p1m": -0.11443522365868619, "alpha_c_p1m": -0.11443522365868619, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0008955144998339382, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11353970915885225, "alpha_spy_stated": -0.11443522365868619, "alpha_c_stated": -0.11443522365868619, "price_path": [-0.0124, 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, 0.0153, 0.1152, -0.0102, -0.0074, -0.1182, -0.1053, -0.1427, -0.18, -0.1217, -0.1274, -0.078, -0.128, -0.1072, -0.0715, -0.0715, -0.1135, -0.1319, -0.1794, -0.2257, -0.241, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041908848848425055", "ticker_idx": 0, "ts": "2026-04-08T15:59:41+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The move hasn't even started properly yet...", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All four space-defence names (RKLB, PL, BKSY, ONDS) have more upside ahead; the move hasn't started properly yet.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "2 weeks ago, I pointed out how space is key to the next era of defence technology:\n\nThe market agrees with me today:\n\n$RKLB - Up 7% 🟢\n$PL - Up 6%🟢\n$BKSY - Up 2%🟢\n$ONDS - Up 2%🟢\n\nThe move hasn't even started properly yet...\n\nBookmark for later 📒", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/8hdiwaNpKC", "parent_author": null, "ret_m1d": -0.03995370676133536, "ret_signed_m1d": -0.03995370676133536, "alpha_spy_m1d": -0.015116660782267921, "alpha_c_m1d": -0.0038119538291947475, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.036141752932140614, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03387382607499023, "ret_signed_p1d": -0.03387382607499023, "alpha_spy_p1d": -0.03964284377417582, "alpha_c_p1d": -0.04414132158903006, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.010267495514039826, "ret_p1w": 0.06543133357350972, "ret_signed_p1w": 0.06543133357350972, "alpha_spy_p1w": 0.030032509898413995, "alpha_c_p1w": 0.061089685141760386, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.004341648431749334, "ret_p1m": 0.13752171030964422, "ret_signed_p1m": 0.13752171030964422, "alpha_spy_p1m": 0.05531882033338942, "alpha_c_p1m": 0.11663464522162381, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.020887065088020407, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13752171030964422, "alpha_spy_stated": 0.05531882033338942, "alpha_c_stated": 0.11663464522162381, "price_path": [0.2283, 0.2724, 0.2533, 0.3289, 0.3138, 0.394, 0.394, 0.2907, 0.2713, 0.2736, 0.2869, 0.165, 0.2594, 0.2821, 0.2403, 0.1591, 0.0734, 0.1765, 0.0583, -0.04, 0.0469, 0.0979, 0.0427, 0.0078, -0.0444, -0.0237, -0.0237, 0.0117, 0.0773, 0.1086, 0.0258, 0.0164, 0.0129, 0.0162, 0.0517, 0.0003, 0.0274, 0.0152, 0.041, 0.0133, 0.0149, 0.0347, -0.0022, 0.0417, -0.0103, -0.0097, 0.0323, 0.1377, 0.0058, 0.0413, -0.0268, -0.0156, -0.0436, 0.055, -0.0455, -0.118, -0.1694, -0.0704, -0.0515, -0.0195, -0.0195, -0.0204, -0.04, 0.0, -0.0339, -0.0149, 0.0223, 0.0455, 0.0654, 0.2005, 0.2276, 0.295, 0.2542, 0.3034, 0.2247, 0.1534, 0.1912, 0.1377, 0.1149, 0.1944, 0.1409, 0.1626, 0.1401, 0.2254, 0.1375, 0.5268, 0.6988, 0.7018, 0.7972, 0.9188, 0.8062, 0.8987, 0.8429, 0.9438, 0.816, 0.9653, 0.9653, 1.073, 1.1747, 1.1429, 1.077, 0.7717, 0.7852, 0.6604, 0.7364, 0.5935, 0.6452, 0.5667, 0.5207, 0.6616, 0.4822, 0.5815, 0.5146, 0.5631, 0.5524, 0.5524, 0.4518, 0.377, 0.2364, 0.1681, 0.2238, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041908848848425055", "ticker_idx": 1, "ts": "2026-04-08T15:59:41+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The move hasn't even started properly yet...", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All four space-defence names (RKLB, PL, BKSY, ONDS) have more upside ahead; the move hasn't started properly yet.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "2 weeks ago, I pointed out how space is key to the next era of defence technology:\n\nThe market agrees with me today:\n\n$RKLB - Up 7% 🟢\n$PL - Up 6%🟢\n$BKSY - Up 2%🟢\n$ONDS - Up 2%🟢\n\nThe move hasn't even started properly yet...\n\nBookmark for later 📒", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/8hdiwaNpKC", "parent_author": null, "ret_m1d": -0.037756527959539765, "ret_signed_m1d": -0.037756527959539765, "alpha_spy_m1d": -0.012919481980472325, "alpha_c_m1d": -0.0016147750273991512, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.036141752932140614, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06347468517788124, "ret_signed_p1d": -0.06347468517788124, "alpha_spy_p1d": -0.06924370287706683, "alpha_c_p1d": -0.07374218069192107, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.010267495514039826, "ret_p1w": -0.05854991612362459, "ret_signed_p1w": -0.05854991612362459, "alpha_spy_p1w": -0.09394873979872032, "alpha_c_p1w": -0.06289156455537392, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.004341648431749334, "ret_p1m": -0.03584124722129822, "ret_signed_p1m": -0.03584124722129822, "alpha_spy_p1m": -0.11804413719755302, "alpha_c_p1m": -0.05672831230931863, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.020887065088020407, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03584124722129822, "alpha_spy_stated": -0.11804413719755302, "alpha_c_stated": -0.05672831230931863, "price_path": [-0.3787, -0.304, -0.3073, -0.2687, -0.2263, -0.2126, -0.2126, -0.2339, -0.2782, -0.287, -0.2629, -0.2922, -0.232, -0.2372, -0.2791, -0.3168, -0.3748, -0.3447, -0.4044, -0.441, -0.391, -0.3428, -0.3765, -0.4077, -0.4172, -0.3866, -0.3866, -0.3923, -0.3505, -0.313, -0.3461, -0.3494, -0.3239, -0.3261, -0.2996, -0.3395, -0.2788, -0.3078, -0.2886, -0.3272, -0.3083, -0.2936, -0.3051, -0.304, -0.3168, -0.3218, -0.3269, -0.2591, -0.3212, -0.2624, -0.0744, -0.0747, -0.1291, -0.0323, -0.1135, -0.1557, -0.2369, -0.2353, -0.1598, -0.0183, -0.0183, -0.0419, -0.0378, 0.0, -0.0635, -0.0514, -0.061, -0.0717, -0.0585, 0.0914, 0.0528, 0.026, 0.0405, 0.0799, 0.0476, -0.0304, -0.0301, -0.0416, -0.0676, 0.0115, 0.0096, 0.0544, 0.0159, 0.0859, -0.0358, 0.0681, 0.1447, 0.113, 0.1146, 0.1776, 0.1387, 0.1384, 0.1379, 0.1672, 0.1622, 0.2134, 0.2134, 0.322, 0.3811, 0.4063, 0.3992, 0.2711, 0.3157, 0.18, 0.191, -0.1185, -0.1042, -0.1472, -0.1595, -0.0651, -0.1477, -0.1633, -0.2282, -0.2279, -0.2276, -0.2276, -0.2129, -0.2194, -0.2804, -0.2747, -0.2594, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041908848848425055", "ticker_idx": 2, "ts": "2026-04-08T15:59:41+00:00", "symbol": "BKSY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The move hasn't even started properly yet...", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All four space-defence names (RKLB, PL, BKSY, ONDS) have more upside ahead; the move hasn't started properly yet.", "resolved_tickers": ["BKSY"], "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": "Specialty Business Services", "unit_kind": "quote", "lang": "en", "tweet_text": "2 weeks ago, I pointed out how space is key to the next era of defence technology:\n\nThe market agrees with me today:\n\n$RKLB - Up 7% 🟢\n$PL - Up 6%🟢\n$BKSY - Up 2%🟢\n$ONDS - Up 2%🟢\n\nThe move hasn't even started properly yet...\n\nBookmark for later 📒", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/8hdiwaNpKC", "parent_author": null, "ret_m1d": 0.019155923153888033, "ret_signed_m1d": 0.019155923153888033, "alpha_spy_m1d": 0.04399296913295547, "alpha_c_m1d": 0.04399296913295547, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.02483704597906744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022747630200664948, "ret_signed_p1d": -0.022747630200664948, "alpha_spy_p1d": -0.028516647899850533, "alpha_c_p1d": -0.028516647899850533, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.005769017699185586, "ret_p1w": -0.00987722292321358, "ret_signed_p1w": -0.00987722292321358, "alpha_spy_p1w": -0.045276046598309305, "alpha_c_p1w": -0.045276046598309305, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.035398823675095725, "ret_p1m": -0.035019400607268714, "ret_signed_p1m": -0.035019400607268714, "alpha_spy_p1m": -0.11722229058352351, "alpha_c_p1m": -0.11722229058352351, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.0822028899762548, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.035019400607268714, "alpha_spy_stated": -0.11722229058352351, "alpha_c_stated": -0.11722229058352351, "price_path": [-0.2362, -0.2035, -0.2335, -0.1724, -0.1529, -0.176, -0.176, -0.1808, -0.2427, -0.1957, -0.1895, -0.2724, -0.196, -0.17, -0.2601, -0.3394, -0.3592, -0.2906, -0.3673, -0.3717, -0.3161, -0.2604, -0.3188, -0.3679, -0.384, -0.3571, -0.3571, -0.3625, -0.3406, -0.3589, -0.405, -0.4211, -0.4101, -0.3957, -0.4017, -0.4358, -0.3532, -0.32, -0.2727, -0.2709, -0.2897, -0.2535, -0.2817, -0.2927, -0.2837, -0.2927, -0.2817, -0.2098, -0.2403, -0.2329, -0.2191, -0.1697, -0.2389, -0.191, -0.1577, -0.3029, -0.3442, -0.2469, -0.1733, -0.0778, -0.0778, -0.0742, 0.0192, 0.0, -0.0227, 0.0218, 0.0413, -0.041, -0.0099, 0.1673, 0.1245, 0.12, 0.1655, 0.217, 0.1506, 0.0126, -0.006, -0.0655, -0.0524, 0.062, 0.0641, 0.0874, 0.0763, 0.2125, -0.035, 0.1808, 0.2386, 0.2065, 0.2317, 0.2769, 0.1598, 0.287, 0.352, 0.3643, 0.3364, 0.4328, 0.4328, 0.4597, 0.5265, 0.5453, 0.4508, 0.2685, 0.3143, 0.1218, 0.1871, 0.0404, 0.026, -0.0527, -0.0485, 0.0766, -0.0296, -0.0664, -0.1389, -0.1164, -0.1323, -0.1323, -0.1458, -0.1949, -0.2454, -0.2712, -0.2589, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041908848848425055", "ticker_idx": 3, "ts": "2026-04-08T15:59:41+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The move hasn't even started properly yet...", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All four space-defence names (RKLB, PL, BKSY, ONDS) have more upside ahead; the move hasn't started properly yet.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "2 weeks ago, I pointed out how space is key to the next era of defence technology:\n\nThe market agrees with me today:\n\n$RKLB - Up 7% 🟢\n$PL - Up 6%🟢\n$BKSY - Up 2%🟢\n$ONDS - Up 2%🟢\n\nThe move hasn't even started properly yet...\n\nBookmark for later 📒", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/8hdiwaNpKC", "parent_author": null, "ret_m1d": 0.008465600563041242, "ret_signed_m1d": 0.008465600563041242, "alpha_spy_m1d": 0.03330264654210868, "alpha_c_m1d": 0.03330264654210868, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.02483704597906744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032804176952305086, "ret_signed_p1d": -0.032804176952305086, "alpha_spy_p1d": -0.03857319465149067, "alpha_c_p1d": -0.03857319465149067, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.005769017699185586, "ret_p1w": 0.061375654541008684, "ret_signed_p1w": 0.061375654541008684, "alpha_spy_p1w": 0.02597683086591296, "alpha_c_p1w": 0.02597683086591296, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.035398823675095725, "ret_p1m": -0.05925920394128881, "ret_signed_p1m": -0.05925920394128881, "alpha_spy_p1m": -0.1414620939175436, "alpha_c_p1m": -0.1414620939175436, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.0822028899762548, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05925920394128881, "alpha_spy_stated": -0.1414620939175436, "alpha_c_stated": -0.1414620939175436, "price_path": [0.4487, 0.3958, 0.4698, 0.4349, 0.3566, 0.2868, 0.2868, 0.3894, 0.328, 0.3354, 0.2878, 0.181, 0.2974, 0.2984, 0.1926, 0.0963, 0.1259, 0.2042, 0.0243, -0.1026, 0.0254, 0.0942, 0.0243, -0.0233, -0.0508, -0.0148, -0.0148, 0.0635, 0.1714, 0.2053, 0.0614, 0.0783, 0.1005, 0.0899, 0.1058, 0.0667, 0.1291, 0.0603, 0.1122, 0.1101, 0.0402, 0.0286, 0.0593, 0.0402, 0.0931, 0.0751, 0.1143, 0.1937, 0.146, 0.1376, 0.0646, 0.1534, 0.1302, 0.091, -0.0011, -0.0688, -0.1376, -0.0434, -0.0677, 0.0159, 0.0159, 0.0074, 0.0085, 0.0, -0.0328, -0.0339, 0.0021, -0.0053, 0.0614, 0.0794, 0.0582, 0.1354, 0.1503, 0.1704, 0.1153, 0.1164, 0.1587, 0.109, 0.0042, 0.0624, 0.0921, 0.0296, -0.0127, -0.0116, -0.0593, -0.0413, -0.0032, -0.0434, -0.0624, 0.1862, 0.1238, 0.0265, -0.0344, -0.0095, -0.0286, -0.0413, -0.0413, 0.0339, 0.1429, 0.4021, 0.3989, 0.4243, 0.437, 0.2286, 0.2667, 0.1037, 0.0899, 0.0212, -0.0148, 0.0402, -0.0127, 0.0063, -0.0254, -0.0349, -0.019, -0.019, -0.0593, -0.0974, -0.1873, -0.1878, -0.1714, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039701321842934198", "ticker_idx": 0, "ts": "2026-04-02T13:47:45+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm pointing at the $350M hole that needs filling. Analysis suggests a 50% probability it gets plugged with toxic convertibles. Read the article before you buy the dip.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TE: $350M funding gap likely filled with toxic convertibles; warns against buying the dip.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$TE bulls are pointing at $755M revenue guidance... I'm pointing at the $350M hole that needs filling.\n\nAnalysis suggests a 50% probability it gets plugged with toxic convertibles.\n\nRead the article before you buy the dip. 🧵", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/bs6ycyvvIG", "parent_author": null, "ret_m1d": 0.0692124004517094, "ret_signed_m1d": -0.0692124004517094, "alpha_spy_m1d": -0.07011204988514108, "alpha_c_m1d": -0.06518250830218131, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": 0.0040298921495280915, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": -0.002386689438011569, "ret_signed_p1w": 0.002386689438011569, "alpha_spy_p1w": 0.039103433666240806, "alpha_c_p1w": 0.05380017789221081, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.05141348845419924, "ret_p1m": 0.22911695108276753, "ret_signed_p1m": -0.22911695108276753, "alpha_spy_p1m": -0.13028035585932574, "alpha_c_p1m": -0.17300173498486804, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.05611521609789949, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22911695108276753, "alpha_spy_stated": -0.13028035585932574, "alpha_c_stated": -0.17300173498486804, "price_path": [0.957, 0.8258, 0.7375, 0.6253, 0.6563, 0.7208, 0.8759, 0.8759, 0.7685, 0.9499, 0.9499, 0.9761, 0.8663, 0.9976, 1.0286, 0.9427, 1.1766, 1.2649, 1.1193, 0.9881, 1.0668, 1.1695, 0.8449, 0.7351, 0.9737, 0.8234, 0.7924, 0.6348, 0.4821, 0.4606, 0.4606, 0.537, 0.5418, 0.506, 0.4821, 0.5012, 0.6921, 0.7232, 0.7399, 0.4702, 0.6325, 0.5537, 0.6945, 0.6253, 0.6038, 0.7088, 0.9045, 0.9427, 0.8473, 0.8186, 0.8425, 0.8592, 0.7494, 0.8401, 0.5752, 0.6325, 0.5776, 0.5943, 0.4988, 0.3747, 0.3413, 0.0477, 0.0692, 0.0, 0.0, -0.0334, -0.0621, -0.0048, -0.0024, 0.1193, 0.2196, 0.1599, 0.2745, 0.1909, 0.2005, 0.1885, 0.2148, 0.2864, 0.2864, 0.2625, 0.2673, 0.1695, 0.1671, 0.1456, 0.2291, 0.2172, 0.2745, 0.2578, 0.2291, 0.4702, 0.4415, 0.3962, 0.3389, 0.3675, 0.3532, 0.6706, 0.642, 1.0764, 1.0811, 0.9284, 0.9284, 1.494, 1.6158, 1.5823, 1.5203, 1.4845, 1.8735, 1.7446, 1.7828, 1.2506, 1.179, 1.0191, 0.8449, 1.0215, 1.0286, 1.1289, 1.0597, 1.1575, 1.2315, 1.2315, 1.4821, 1.2053, 1.0358, 1.0286, 0.9594, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031777169425469584", "ticker_idx": 0, "ts": "2026-03-11T17:00:00+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KRKNF spans 3 of 6 layers after the Covelya deal. That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps the underwater defense economy; KRKNF is the top pick as a 3-layer platform, with HII, GD, NOC, LHX as additional plays and ONDS cited as a comparable multi-layer compounder.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "The underwater defense economy — mapped:\n  \n💣 Mine Countermeasures → $KRKNF, $HII \n🔊 Sonar & Imaging → $KRKNF (SAS), $CODA (3D/4D/5D/6D) \n🔋 Subsea Batteries → $KRKNF (SeaPower — 200% density advantage, no competition) \n🤖 Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish) \n📡 Navigation & Comms → $KRKNF (Covelya/Sonardyne — $615M acquisition) \n🛡️ Anti-Sub Warfare → $HII, $GD, $NOC, $LHX  \n\n$KRKNF spans 3 of 6 layers after the Covelya deal.  That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.  \n\nCount the layers per company. The picture tells the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.031377901973728584, "ret_signed_m1d": 0.031377901973728584, "alpha_spy_m1d": 0.03012119008255043, "alpha_c_m1d": 0.03614892302582362, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.004771021052095037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034106412360451976, "ret_signed_p1d": -0.034106412360451976, "alpha_spy_p1d": -0.01892144608944879, "alpha_c_p1d": -0.015663118911614426, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.01844329344883755, "ret_p1w": -0.04447472580887324, "ret_signed_p1w": -0.04447472580887324, "alpha_spy_p1w": -0.022443982092546055, "alpha_c_p1w": -0.026886037884320757, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.017588687924552482, "ret_p1m": -0.16780355141553638, "ret_signed_p1m": -0.16780355141553638, "alpha_spy_p1m": -0.175842170901375, "alpha_c_p1m": -0.1807399437559355, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.012936392340399117, "ret_p3m": -0.2783083196570624, "ret_signed_p3m": -0.2783083196570624, "alpha_spy_p3m": -0.3742803003890527, "alpha_c_p3m": -0.5914822500713031, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.3131739304142407, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16780355141553638, "alpha_spy_stated": -0.175842170901375, "alpha_c_stated": -0.1807399437559355, "price_path": [-0.3915, -0.3956, -0.4134, -0.4407, -0.427, -0.4008, -0.4038, -0.3793, -0.3768, -0.3768, -0.352, -0.3697, -0.3634, -0.3632, -0.3632, -0.3256, -0.2925, -0.2992, -0.2775, -0.2156, -0.2251, -0.1746, -0.1419, -0.2202, -0.2101, -0.2143, -0.2143, -0.2497, -0.2538, -0.2074, -0.1692, -0.1528, -0.1187, -0.0959, -0.1432, -0.1965, -0.1795, -0.1869, -0.2428, -0.2497, -0.1869, -0.1855, -0.1774, -0.2019, -0.2724, -0.2633, -0.2633, -0.2415, -0.1828, -0.1869, -0.1746, -0.204, -0.1392, -0.1432, -0.1187, -0.1501, -0.0804, -0.0641, -0.0896, -0.1209, -0.1623, -0.075, 0.0314, 0.0, -0.0341, -0.0614, -0.0437, 0.0041, -0.0445, -0.0859, -0.116, -0.0804, -0.0914, -0.1106, -0.191, -0.1855, -0.257, -0.2101, -0.1869, -0.1801, -0.1801, -0.1569, -0.1651, -0.1705, -0.1678, -0.1896, -0.1187, -0.1501, -0.1569, -0.116, -0.1228, -0.1255, -0.182, -0.1419, -0.1817, -0.1937, -0.1965, -0.2265, -0.2408, -0.2142, -0.2565, -0.2265, -0.2906, -0.281, -0.2838, -0.3044, -0.307, -0.3206, -0.292, -0.2583, -0.2769, -0.295, -0.2652, -0.2183, -0.2397, -0.276, -0.276, -0.1965, -0.1883, -0.2292, -0.2548, -0.1868, -0.1705, -0.2333, -0.1939, -0.2606, -0.2783, -0.302, -0.3356, -0.3053, -0.3111, -0.3029, -0.3165, -0.3076, -0.2428, -0.2428, -0.2996, -0.3153, -0.327, -0.3452, -0.3709, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031777169425469584", "ticker_idx": 1, "ts": "2026-03-11T17:00:00+00:00", "symbol": "HII", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mine Countermeasures → $KRKNF, $HII", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps the underwater defense economy; KRKNF is the top pick as a 3-layer platform, with HII, GD, NOC, LHX as additional plays and ONDS cited as a comparable multi-layer compounder.", "resolved_tickers": ["HII"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The underwater defense economy — mapped:\n  \n💣 Mine Countermeasures → $KRKNF, $HII \n🔊 Sonar & Imaging → $KRKNF (SAS), $CODA (3D/4D/5D/6D) \n🔋 Subsea Batteries → $KRKNF (SeaPower — 200% density advantage, no competition) \n🤖 Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish) \n📡 Navigation & Comms → $KRKNF (Covelya/Sonardyne — $615M acquisition) \n🛡️ Anti-Sub Warfare → $HII, $GD, $NOC, $LHX  \n\n$KRKNF spans 3 of 6 layers after the Covelya deal.  That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.  \n\nCount the layers per company. The picture tells the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009209557836169946, "ret_signed_m1d": 0.009209557836169946, "alpha_spy_m1d": 0.007952845944991793, "alpha_c_m1d": 0.006082506817597588, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0031270510185723577, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0020787793588967762, "ret_signed_p1d": 0.0020787793588967762, "alpha_spy_p1d": 0.017263745629899963, "alpha_c_p1d": 0.02715392379223558, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.025075144433338803, "ret_p1w": 0.03454186137396209, "ret_signed_p1w": 0.03454186137396209, "alpha_spy_p1w": 0.056572605090289274, "alpha_c_p1w": 0.059971143068115684, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.025429281694153594, "ret_p1m": -0.024969800690111232, "ret_signed_p1m": -0.024969800690111232, "alpha_spy_p1m": -0.03300842017594985, "alpha_c_p1m": -0.04375455148354879, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.018784750793437555, "ret_p3m": -0.29049487602632273, "ret_signed_p3m": -0.29049487602632273, "alpha_spy_p3m": -0.38646685675831305, "alpha_c_p3m": -0.3177996462090694, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.027304770182746685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.024969800690111232, "alpha_spy_stated": -0.03300842017594985, "alpha_c_stated": -0.04375455148354879, "price_path": [-0.2122, -0.2068, -0.2125, -0.2258, -0.2226, -0.1888, -0.1481, -0.1457, -0.1435, -0.1435, -0.1539, -0.1669, -0.1759, -0.1805, -0.1805, -0.1572, -0.1241, -0.1142, -0.1411, -0.088, -0.0675, -0.0403, -0.008, 0.001, 0.0093, 0.0263, 0.0263, 0.0014, 0.0185, 0.022, 0.0086, -0.0035, 0.0188, 0.0251, 0.0309, 0.0133, 0.0128, 0.0353, -0.0045, -0.1099, -0.0415, -0.0221, -0.0376, -0.0537, -0.0198, 0.0091, 0.0091, 0.0068, 0.0238, 0.0678, 0.0544, 0.0555, 0.0789, 0.0496, 0.0675, 0.0745, 0.0968, 0.0644, 0.0564, 0.0181, 0.0372, 0.0384, 0.0092, 0.0, 0.0021, 0.0049, 0.007, 0.0223, 0.0345, 0.0114, -0.0138, -0.0414, -0.0281, -0.0269, -0.0699, -0.0771, -0.1079, -0.0817, -0.0493, -0.0413, -0.0413, -0.0146, -0.0276, -0.0057, -0.025, -0.0466, -0.0465, -0.0378, -0.0376, -0.0424, -0.0457, -0.052, -0.0858, -0.1132, -0.1053, -0.1315, -0.1337, -0.1264, -0.1246, -0.1194, -0.1284, -0.1217, -0.2117, -0.2276, -0.2393, -0.2355, -0.2319, -0.1937, -0.1921, -0.1855, -0.2116, -0.2039, -0.2154, -0.2219, -0.2324, -0.225, -0.225, -0.2242, -0.2324, -0.2243, -0.2519, -0.2804, -0.2871, -0.302, -0.285, -0.2886, -0.2905, -0.2777, -0.2981, -0.2694, -0.2773, -0.2725, -0.2753, -0.2793, -0.3071, -0.3071, -0.3247, -0.3118, -0.3212, -0.3225, -0.3154, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031777169425469584", "ticker_idx": 2, "ts": "2026-03-11T17:00:00+00:00", "symbol": "GD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps the underwater defense economy; KRKNF is the top pick as a 3-layer platform, with HII, GD, NOC, LHX as additional plays and ONDS cited as a comparable multi-layer compounder.", "resolved_tickers": ["GD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The underwater defense economy — mapped:\n  \n💣 Mine Countermeasures → $KRKNF, $HII \n🔊 Sonar & Imaging → $KRKNF (SAS), $CODA (3D/4D/5D/6D) \n🔋 Subsea Batteries → $KRKNF (SeaPower — 200% density advantage, no competition) \n🤖 Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish) \n📡 Navigation & Comms → $KRKNF (Covelya/Sonardyne — $615M acquisition) \n🛡️ Anti-Sub Warfare → $HII, $GD, $NOC, $LHX  \n\n$KRKNF spans 3 of 6 layers after the Covelya deal.  That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.  \n\nCount the layers per company. The picture tells the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00491727613470494, "ret_signed_m1d": 0.00491727613470494, "alpha_spy_m1d": 0.003660564243526787, "alpha_c_m1d": 0.0017902251161325822, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0031270510185723577, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038999773769947677, "ret_signed_p1d": 0.0038999773769947677, "alpha_spy_p1d": 0.019084943647997954, "alpha_c_p1d": 0.02897512181033357, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.025075144433338803, "ret_p1w": -0.0013848467800428033, "ret_signed_p1w": -0.0013848467800428033, "alpha_spy_p1w": 0.02064589693628438, "alpha_c_p1w": 0.02404443491411079, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.025429281694153594, "ret_p1m": -0.02811932989809074, "ret_signed_p1m": -0.02811932989809074, "alpha_spy_p1m": -0.036157949383929355, "alpha_c_p1m": -0.046904080691528294, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.018784750793437555, "ret_p3m": -0.03223617967015813, "ret_signed_p3m": -0.03223617967015813, "alpha_spy_p3m": -0.12820816040214844, "alpha_c_p3m": -0.05954094985290481, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.027304770182746685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02811932989809074, "alpha_spy_stated": -0.036157949383929355, "alpha_c_stated": -0.046904080691528294, "price_path": [-0.0501, -0.0411, -0.0501, -0.0532, -0.0505, -0.0449, -0.0284, -0.0322, -0.0279, -0.0279, -0.0369, -0.0417, -0.0445, -0.0525, -0.0525, -0.0335, 0.0007, 0.0152, -0.0272, -0.0109, -0.004, 0.0159, 0.0225, 0.0301, 0.0377, 0.0382, 0.0382, 0.015, 0.0309, 0.0339, 0.0266, 0.0274, 0.0361, 0.008, -0.011, -0.0078, -0.0211, 0.0041, -0.0014, -0.0051, 0.0176, 0.0177, 0.0141, -0.0212, -0.037, -0.0175, -0.0175, -0.032, -0.0123, 0.0014, -0.0069, -0.0138, -0.0075, -0.0303, -0.0088, 0.009, 0.0309, 0.0307, 0.0347, 0.0194, 0.0272, 0.023, 0.0049, 0.0, 0.0039, -0.0066, 0.0014, 0.0069, -0.0014, -0.0119, -0.0228, -0.0183, -0.0215, -0.0038, 0.004, -0.02, -0.0369, -0.03, -0.0094, -0.0135, -0.0135, -0.007, -0.0153, -0.0108, -0.0281, -0.0484, -0.0325, -0.035, -0.0379, -0.0491, -0.0452, -0.057, -0.0758, -0.0894, -0.0951, -0.1107, -0.1127, -0.1094, -0.0383, -0.0225, -0.0181, -0.0089, -0.0087, -0.014, -0.0126, -0.0161, -0.0232, -0.0163, -0.0308, -0.0329, -0.0503, -0.0258, -0.0343, -0.0354, -0.0383, -0.0265, -0.0265, -0.0215, -0.027, -0.0092, -0.0153, -0.0369, -0.0415, -0.0431, -0.0304, -0.0164, -0.0322, -0.0186, -0.0316, 0.0189, 0.0227, 0.0208, 0.0338, 0.0301, -0.0063, -0.0063, -0.0251, -0.0053, -0.0224, -0.0213, -0.0156, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031777169425469584", "ticker_idx": 3, "ts": "2026-03-11T17:00:00+00:00", "symbol": "NOC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anti-Sub Warfare → $HII, $GD, $NOC, $LHX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps the underwater defense economy; KRKNF is the top pick as a 3-layer platform, with HII, GD, NOC, LHX as additional plays and ONDS cited as a comparable multi-layer compounder.", "resolved_tickers": ["NOC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The underwater defense economy — mapped:\n  \n💣 Mine Countermeasures → $KRKNF, $HII \n🔊 Sonar & Imaging → $KRKNF (SAS), $CODA (3D/4D/5D/6D) \n🔋 Subsea Batteries → $KRKNF (SeaPower — 200% density advantage, no competition) \n🤖 Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish) \n📡 Navigation & Comms → $KRKNF (Covelya/Sonardyne — $615M acquisition) \n🛡️ Anti-Sub Warfare → $HII, $GD, $NOC, $LHX  \n\n$KRKNF spans 3 of 6 layers after the Covelya deal.  That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.  \n\nCount the layers per company. The picture tells the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002455061061303443, "ret_signed_m1d": 0.002455061061303443, "alpha_spy_m1d": 0.0011983491701252902, "alpha_c_m1d": -0.0006719899572689148, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0031270510185723577, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004255428024452668, "ret_signed_p1d": 0.004255428024452668, "alpha_spy_p1d": 0.019440394295455854, "alpha_c_p1d": 0.02933057245779147, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.025075144433338803, "ret_p1w": -0.011375038211392408, "ret_signed_p1w": -0.011375038211392408, "alpha_spy_p1w": 0.010655705504934776, "alpha_c_p1w": 0.014054243482761186, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.025429281694153594, "ret_p1m": -0.05811668505049927, "ret_signed_p1m": -0.05811668505049927, "alpha_spy_p1m": -0.06615530453633789, "alpha_c_p1m": -0.07690143584393683, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.018784750793437555, "ret_p3m": -0.25913118497792265, "ret_signed_p3m": -0.25913118497792265, "alpha_spy_p3m": -0.35510316570991296, "alpha_c_p3m": -0.28643595516066933, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.027304770182746685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05811668505049927, "alpha_spy_stated": -0.06615530453633789, "alpha_c_stated": -0.07690143584393683, "price_path": [-0.2254, -0.2172, -0.2268, -0.2329, -0.2393, -0.2271, -0.2051, -0.2114, -0.2083, -0.2083, -0.215, -0.2145, -0.2188, -0.2248, -0.2248, -0.2038, -0.1689, -0.1698, -0.2155, -0.1968, -0.1587, -0.1444, -0.1496, -0.112, -0.11, -0.0933, -0.0933, -0.1064, -0.097, -0.0885, -0.0851, -0.1014, -0.0772, -0.0631, -0.0546, -0.0588, -0.0687, -0.0415, -0.0622, -0.0531, -0.0359, -0.051, -0.0687, -0.0771, -0.055, -0.0448, -0.0448, -0.0468, -0.0145, 0.0018, -0.0163, -0.0106, -0.0074, -0.0403, -0.0304, -0.012, 0.0475, 0.0354, 0.0282, 0.0093, 0.0313, 0.0193, 0.0025, 0.0, 0.0043, 0.0007, 0.0038, -0.0125, -0.0114, -0.026, -0.0358, -0.0725, -0.0696, -0.0572, -0.0562, -0.0739, -0.084, -0.0695, -0.0493, -0.0418, -0.0418, -0.051, -0.0582, -0.0623, -0.0581, -0.0811, -0.0707, -0.0724, -0.0745, -0.0824, -0.0926, -0.1039, -0.1665, -0.1958, -0.1985, -0.2156, -0.2154, -0.2119, -0.2193, -0.2096, -0.2251, -0.2267, -0.2381, -0.2367, -0.2467, -0.2505, -0.2523, -0.2385, -0.2474, -0.2517, -0.2625, -0.2498, -0.2412, -0.2469, -0.2477, -0.2422, -0.2422, -0.2406, -0.248, -0.2372, -0.2312, -0.2613, -0.2649, -0.2793, -0.2532, -0.2542, -0.2591, -0.2484, -0.2573, -0.2431, -0.2461, -0.2538, -0.2449, -0.2463, -0.2856, -0.2856, -0.305, -0.2969, -0.3109, -0.316, -0.315, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031777169425469584", "ticker_idx": 4, "ts": "2026-03-11T17:00:00+00:00", "symbol": "LHX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anti-Sub Warfare → $HII, $GD, $NOC, $LHX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps the underwater defense economy; KRKNF is the top pick as a 3-layer platform, with HII, GD, NOC, LHX as additional plays and ONDS cited as a comparable multi-layer compounder.", "resolved_tickers": ["LHX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The underwater defense economy — mapped:\n  \n💣 Mine Countermeasures → $KRKNF, $HII \n🔊 Sonar & Imaging → $KRKNF (SAS), $CODA (3D/4D/5D/6D) \n🔋 Subsea Batteries → $KRKNF (SeaPower — 200% density advantage, no competition) \n🤖 Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish) \n📡 Navigation & Comms → $KRKNF (Covelya/Sonardyne — $615M acquisition) \n🛡️ Anti-Sub Warfare → $HII, $GD, $NOC, $LHX  \n\n$KRKNF spans 3 of 6 layers after the Covelya deal.  That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.  \n\nCount the layers per company. The picture tells the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00697313547739975, "ret_signed_m1d": -0.00697313547739975, "alpha_spy_m1d": -0.008229847368577903, "alpha_c_m1d": -0.010100186495972108, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0031270510185723577, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017515023037272592, "ret_signed_p1d": -0.017515023037272592, "alpha_spy_p1d": -0.002330056766269406, "alpha_c_p1d": 0.007560121396066211, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.025075144433338803, "ret_p1w": 0.01131056773735395, "ret_signed_p1w": 0.01131056773735395, "alpha_spy_p1w": 0.03334131145368113, "alpha_c_p1w": 0.03673984943150754, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.025429281694153594, "ret_p1m": -0.01726796529145702, "ret_signed_p1m": -0.01726796529145702, "alpha_spy_p1m": -0.025306584777295638, "alpha_c_p1m": -0.036052716084894576, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.018784750793437555, "ret_p3m": -0.16728728323879327, "ret_signed_p3m": -0.16728728323879327, "alpha_spy_p3m": -0.2632592639707836, "alpha_c_p3m": -0.19459205342153996, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.027304770182746685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01726796529145702, "alpha_spy_stated": -0.025306584777295638, "alpha_c_stated": -0.036052716084894576, "price_path": [-0.215, -0.2107, -0.2262, -0.2375, -0.2265, -0.2136, -0.1927, -0.1852, -0.1844, -0.1844, -0.1881, -0.1904, -0.1917, -0.1969, -0.1969, -0.167, -0.1481, -0.1397, -0.1526, -0.1089, -0.0814, -0.068, -0.0664, -0.062, -0.0687, -0.0522, -0.0522, -0.0635, -0.0485, -0.0268, -0.0295, -0.031, -0.0136, -0.0143, -0.026, -0.062, -0.0692, -0.0382, -0.0724, -0.0638, -0.0434, -0.0408, -0.0559, -0.069, -0.0701, -0.0548, -0.0548, -0.0518, -0.0367, -0.0187, -0.0257, -0.0284, -0.0308, -0.067, -0.0284, -0.0027, 0.0354, 0.0068, 0.0088, -0.0149, 0.0065, 0.0192, -0.007, 0.0, -0.0175, -0.0146, 0.0054, 0.0126, 0.0113, -0.0015, -0.0313, -0.0516, -0.0352, -0.0336, -0.041, -0.0584, -0.0668, -0.0525, -0.0284, -0.0227, -0.0227, -0.0152, -0.0282, -0.0063, -0.0173, -0.0293, -0.0173, -0.0239, -0.0229, -0.0298, -0.0382, -0.0431, -0.0658, -0.0895, -0.0934, -0.1283, -0.1202, -0.1081, -0.1177, -0.12, -0.1397, -0.1527, -0.1691, -0.1704, -0.1732, -0.1774, -0.17, -0.1504, -0.1629, -0.1555, -0.1671, -0.1458, -0.154, -0.1513, -0.159, -0.1435, -0.1435, -0.1394, -0.1516, -0.1358, -0.1347, -0.1501, -0.1541, -0.1669, -0.1496, -0.1515, -0.1673, -0.1506, -0.1648, -0.1395, -0.1516, -0.1616, -0.1443, -0.1368, -0.1874, -0.1874, -0.2121, -0.1902, -0.2082, -0.2047, -0.1972, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031777169425469584", "ticker_idx": 5, "ts": "2026-03-11T17:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Maps the underwater defense economy; KRKNF is the top pick as a 3-layer platform, with HII, GD, NOC, LHX as additional plays and ONDS cited as a comparable multi-layer compounder.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "The underwater defense economy — mapped:\n  \n💣 Mine Countermeasures → $KRKNF, $HII \n🔊 Sonar & Imaging → $KRKNF (SAS), $CODA (3D/4D/5D/6D) \n🔋 Subsea Batteries → $KRKNF (SeaPower — 200% density advantage, no competition) \n🤖 Autonomous UUVs → $HII (REMUS/Lionfish), $GD (Knifefish) \n📡 Navigation & Comms → $KRKNF (Covelya/Sonardyne — $615M acquisition) \n🛡️ Anti-Sub Warfare → $HII, $GD, $NOC, $LHX  \n\n$KRKNF spans 3 of 6 layers after the Covelya deal.  That's the same pattern as $ONDS in the drone economy - multi-layer platforms compound.  \n\nCount the layers per company. The picture tells the story.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018311323150846937, "ret_signed_m1d": 0.018311323150846937, "alpha_spy_m1d": 0.017054611259668784, "alpha_c_m1d": 0.017054611259668784, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0012567118911781527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05086470029304868, "ret_signed_p1d": 0.05086470029304868, "alpha_spy_p1d": 0.06604966656405187, "alpha_c_p1d": 0.06604966656405187, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.015184966271003186, "ret_p1w": 0.10172940058609736, "ret_signed_p1w": 0.10172940058609736, "alpha_spy_p1w": 0.12376014430242455, "alpha_c_p1w": 0.12376014430242455, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.022030743716327184, "ret_p1m": -0.07019324371705193, "ret_signed_p1m": -0.07019324371705193, "alpha_spy_p1m": -0.07823186320289055, "alpha_c_p1m": -0.07823186320289055, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.008038619485838616, "ret_p3m": 0.0478128454401463, "ret_signed_p3m": 0.0478128454401463, "alpha_spy_p3m": -0.04815913529184401, "alpha_c_p3m": -0.04815913529184401, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.09597198073199031, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07019324371705193, "alpha_spy_stated": -0.07823186320289055, "alpha_c_stated": -0.07823186320289055, "price_path": [-0.1099, -0.2177, -0.177, -0.2503, -0.2065, -0.0621, -0.057, -0.0885, -0.0712, -0.0712, -0.1373, -0.1394, -0.0855, -0.0071, -0.0071, 0.1211, 0.2747, 0.3062, 0.2391, 0.4252, 0.3927, 0.3418, 0.413, 0.3795, 0.3042, 0.237, 0.237, 0.3357, 0.2767, 0.2838, 0.238, 0.1353, 0.2472, 0.2482, 0.1465, 0.0539, 0.0824, 0.1577, -0.0153, -0.1373, -0.0142, 0.0519, -0.0153, -0.061, -0.0875, -0.0529, -0.0529, 0.0224, 0.1261, 0.1587, 0.0203, 0.0366, 0.058, 0.0478, 0.0631, 0.0254, 0.0855, 0.0193, 0.0692, 0.0671, 0.0, -0.0112, 0.0183, 0.0, 0.0509, 0.0336, 0.0712, 0.1475, 0.1017, 0.0936, 0.0234, 0.1089, 0.0865, 0.0488, -0.0397, -0.1048, -0.1709, -0.0804, -0.1038, -0.0234, -0.0234, -0.0315, -0.0305, -0.0387, -0.0702, -0.0712, -0.0366, -0.0437, 0.0203, 0.0376, 0.0173, 0.0916, 0.1058, 0.1251, 0.0722, 0.0732, 0.1139, 0.0661, -0.0346, 0.0214, 0.0498, -0.0102, -0.0509, -0.0498, -0.0956, -0.0783, -0.0417, -0.0804, -0.0987, 0.1404, 0.0804, -0.0132, -0.0717, -0.0478, -0.0661, -0.0783, -0.0783, -0.0061, 0.0987, 0.3479, 0.3449, 0.3693, 0.3815, 0.1811, 0.2177, 0.061, 0.0478, -0.0183, -0.0529, 0.0, -0.0509, -0.0326, -0.0631, -0.0722, -0.057, -0.057, -0.0956, -0.1322, -0.2187, -0.2192, -0.2035, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057196129574330844", "ticker_idx": 0, "ts": "2026-05-20T20:25:52+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA guides $91B next quarter - without a single dollar from China. The AI infrastructure buildout isn't slowing.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVDA on $91B guide ex-China; names OUST as the sensor-layer play on the ongoing AI infrastructure buildout.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA guides $91B next quarter - without a single dollar from China.\n\nThe AI infrastructure buildout isn’t slowing. Every autonomous system running this stack needs a sensor layer.\n\nThat’s $OUST.\n\n$OUST $NVDA https://t.co/y2jsd8MHeJ", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA - *NVIDIA 1Q REV. $81.62B, EST. $79.19B\n*NVIDIA 1Q ADJ EPS $1.87\n*NVIDIA SEES 2Q REV. $89.18B TO $92.82B, EST. $87.36B", "parent_author": null, "ret_m1d": 0.01804021974993497, "ret_signed_m1d": 0.01804021974993497, "alpha_spy_m1d": 0.02001938259750058, "alpha_c_m1d": 0.02371048760686667, "bench_spy_m1d": -0.0019791628475656076, "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": -0.01904237298751621, "ret_signed_p1d": -0.01904237298751621, "alpha_spy_p1d": -0.02297392206432014, "alpha_c_p1d": -0.03390467200990899, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": -0.023962458226216565, "ret_signed_p1w": -0.023962458226216565, "alpha_spy_p1w": -0.039957738950223476, "alpha_c_p1w": -0.08022436555226231, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": -0.03906170619372462, "ret_signed_p1m": -0.03906170619372462, "alpha_spy_p1m": -0.04706445471060894, "alpha_c_p1m": -0.20106776241855173, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03906170619372462, "alpha_spy_stated": -0.04706445471060894, "alpha_c_stated": -0.20106776241855173, "price_path": [-0.1274, -0.1215, -0.1092, -0.1578, -0.1928, -0.1687, -0.1798, -0.1662, -0.1648, -0.19, -0.168, -0.1583, -0.1525, -0.1657, -0.1789, -0.1653, -0.1712, -0.1782, -0.1866, -0.2132, -0.1999, -0.2019, -0.186, -0.2199, -0.2368, -0.2476, -0.2055, -0.1994, -0.1919, -0.1919, -0.1907, -0.1886, -0.1705, -0.1622, -0.1407, -0.1376, -0.1048, -0.094, -0.0964, -0.0812, -0.0795, -0.0894, -0.0775, -0.0905, -0.0512, -0.0132, -0.0289, -0.0467, -0.0908, -0.0959, -0.0958, -0.1048, -0.0532, -0.0365, -0.0196, -0.0003, 0.0058, 0.0288, 0.0739, 0.0265, 0.0128, 0.005, 0.018, 0.0, -0.019, -0.019, -0.0212, -0.0315, -0.024, -0.0381, 0.0221, 0.0151, -0.0217, -0.0027, -0.0646, -0.0484, -0.0505, -0.0859, -0.0656, -0.0641, -0.031, -0.054, -0.0666, -0.0391, -0.0391, -0.0484, -0.0876, -0.0924, -0.1072, -0.1219, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057196129574330844", "ticker_idx": 1, "ts": "2026-05-20T20:25:52+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every autonomous system running this stack needs a sensor layer. That's $OUST.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVDA on $91B guide ex-China; names OUST as the sensor-layer play on the ongoing AI infrastructure buildout.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA guides $91B next quarter - without a single dollar from China.\n\nThe AI infrastructure buildout isn’t slowing. Every autonomous system running this stack needs a sensor layer.\n\nThat’s $OUST.\n\n$OUST $NVDA https://t.co/y2jsd8MHeJ", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA - *NVIDIA 1Q REV. $81.62B, EST. $79.19B\n*NVIDIA 1Q ADJ EPS $1.87\n*NVIDIA SEES 2Q REV. $89.18B TO $92.82B, EST. $87.36B", "parent_author": null, "ret_m1d": -0.12026216286702596, "ret_signed_m1d": -0.12026216286702596, "alpha_spy_m1d": -0.11828300001946035, "alpha_c_m1d": -0.11208743729244974, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.008174725574576214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05528636700692369, "ret_signed_p1d": 0.05528636700692369, "alpha_spy_p1d": 0.051354817930119756, "alpha_c_p1d": 0.045264033186882546, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.01002233382004114, "ret_p1w": 0.2063266357077187, "ret_signed_p1w": 0.2063266357077187, "alpha_spy_p1w": 0.1903313549837118, "alpha_c_p1w": 0.1601340345233675, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.0461926011843512, "ret_p1m": 0.32715872021418835, "ret_signed_p1m": 0.32715872021418835, "alpha_spy_p1m": 0.31915597169730403, "alpha_c_p1m": 0.2552662304850939, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.07189248972909446, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.32715872021418835, "alpha_spy_stated": 0.31915597169730403, "alpha_c_stated": 0.2552662304850939, "price_path": [-0.4853, -0.4685, -0.4357, -0.4406, -0.46, -0.4229, -0.381, -0.3622, -0.3964, -0.4223, -0.4144, -0.3625, -0.2947, -0.3571, -0.3881, -0.393, -0.3904, -0.4089, -0.3998, -0.4286, -0.3964, -0.4138, -0.4238, -0.4497, -0.4967, -0.5261, -0.4765, -0.4694, -0.4446, -0.4446, -0.4497, -0.4491, -0.4226, -0.4292, -0.4104, -0.3765, -0.3326, -0.3035, -0.3112, -0.3086, -0.2266, -0.2132, -0.2089, -0.2474, -0.1958, -0.2328, -0.2553, -0.2722, -0.2317, -0.2462, -0.1978, -0.185, -0.1623, -0.3015, -0.2818, -0.2362, -0.2277, -0.0262, -0.0066, -0.0066, -0.124, -0.153, -0.1203, 0.0, 0.0553, 0.0553, 0.2169, 0.2605, 0.2063, 0.3123, 0.2804, 0.3118, 0.2528, 0.342, 0.1308, 0.165, 0.0977, 0.094, 0.1288, 0.1342, 0.2875, 0.2177, 0.1604, 0.3272, 0.3272, 0.3588, 0.287, 0.1602, 0.1918, 0.1975, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023044718964203959", "ticker_idx": 0, "ts": "2026-02-15T14:40:22+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's the most bullish small-cap setup I've seen in months. Analyst target: $19 (current ~$9)", "tweet_type": "prediction", "timeline": "months", "summary": "Long ONDS on $959M premium raise, NATO drone acquisition, defense contracts, Blue List approval; analyst target $19 vs ~$9 current.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Yesterday I posted my full $ONDS investment thesis.\n\nThe response was incredible - but I realize most people only saw the headline.\n\nSo here's the 60-second version:\n\n$ONDS just raised $959M at a 17.5% PREMIUM to market. That's not dilution - that's institutional demand.\n\nIn the last 30 days they've:\n\n→ Acquired Rotron Aerospace (UK/NATO drone platforms)\n→ Won an Asia-Pacific defense contract\n→ Got Blue List approved for federal procurement\n→ Launched at Singapore Airshow 2026\n\nMarket cap: ~$3.8B. Analyst target: $19 (current ~$9).\n\nThe full thesis is on my profile. It's the most bullish small-cap setup I've seen in months.\n\n$ONDS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2031019570752815370", "ticker_idx": 0, "ts": "2026-03-09T14:49:34+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold $ONDS. This is my highest-conviction position.", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Highest-conviction long ONDS: Q4 revenue beat, $1.5B cash, Mistral merger adds direct DoD prime contractor access, 2026 guidance $170-180M before acquisition uplift.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$ONDS just dropped TWO press releases in a single day.  Let that sink in.  \n1️⃣ Preliminary Q4 revenue: $29.1-$30.1M \n→ Beat guidance of $27-29M \n→ 3x sequential from Q3's $10.1M \n→ Full year 2025: $49.7-50.7M — also beat \n→ Reiterating $170-180M for 2026 \n→ Cash: over $1.5 BILLION  \n\n2️⃣ Merger agreement with Mistral Inc. \n→ U.S. defense prime contractor \n→ Prime on over $1B of IDIQ & DOD contracts \n→ Direct access to U.S. Army + USSOCOM procurement \n→ U.S.-based manufacturing infrastructure \n→ Covers drones, weapon systems, UAS, law enforcement  \n\nRead that Mistral deal again. This isn't a tech acquisition. This is $ONDS buying a seat at the table as a DIRECT prime contractor to the Department of Defense.  \n\nAnd the line everyone will miss from this morning's release:  2026 revenue guidance of $170-180M is \"before the impact of any new acquisitions.\"  Mistral's revenue is additive.  \n\nI mapped ONDS as a 7-layer autonomous defense platform last week. Today they added an 8th layer: direct DoD prime contractor access.  \n\nI hold $ONDS. This is my highest-conviction position.  \n\n$ONDS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011316836795815188, "ret_signed_m1d": 0.011316836795815188, "alpha_spy_m1d": 0.020000727767353066, "alpha_c_m1d": 0.020000727767353066, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02983538620227577, "ret_signed_p1d": 0.02983538620227577, "alpha_spy_p1d": 0.03144240177876545, "alpha_c_p1d": 0.03144240177876545, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.08333327609979402, "ret_signed_p1w": 0.08333327609979402, "alpha_spy_p1w": 0.09695608935226274, "alpha_c_p1w": 0.09695608935226274, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.01954737951007235, "ret_signed_p1m": -0.01954737951007235, "alpha_spy_p1m": 0.005884519495819696, "alpha_c_p1m": 0.005884519495819696, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.2314814751221994, "ret_signed_p3m": 0.2314814751221994, "alpha_spy_p3m": 0.11222561271327369, "alpha_c_p3m": 0.11222561271327369, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.2314814751221994, "alpha_spy_stated": 0.11222561271327369, "alpha_c_stated": 0.11222561271327369, "price_path": [-0.1435, -0.072, -0.0998, -0.2088, -0.1677, -0.2418, -0.1975, -0.0514, -0.0463, -0.0782, -0.0607, -0.0607, -0.1276, -0.1296, -0.0751, 0.0041, 0.0041, 0.1337, 0.2891, 0.321, 0.2531, 0.4414, 0.4084, 0.357, 0.429, 0.3951, 0.3189, 0.251, 0.251, 0.3508, 0.2912, 0.2984, 0.2521, 0.1481, 0.2613, 0.2623, 0.1595, 0.0658, 0.0947, 0.1708, -0.0041, -0.1276, -0.0031, 0.0638, -0.0041, -0.0504, -0.0772, -0.0422, -0.0422, 0.034, 0.1389, 0.1718, 0.0319, 0.0484, 0.07, 0.0597, 0.0751, 0.037, 0.0977, 0.0309, 0.0813, 0.0792, 0.0113, 0.0, 0.0298, 0.0113, 0.0628, 0.0453, 0.0833, 0.1605, 0.1142, 0.106, 0.035, 0.1214, 0.0988, 0.0607, -0.0288, -0.0947, -0.1615, -0.07, -0.0936, -0.0123, -0.0123, -0.0206, -0.0195, -0.0278, -0.0597, -0.0607, -0.0257, -0.0329, 0.0319, 0.0494, 0.0288, 0.1039, 0.1183, 0.1379, 0.0844, 0.0854, 0.1265, 0.0782, -0.0237, 0.0329, 0.0617, 0.001, -0.0401, -0.0391, -0.0854, -0.0679, -0.0309, -0.07, -0.0885, 0.1533, 0.0926, -0.0021, -0.0612, -0.037, -0.0556, -0.0679, -0.0679, 0.0051, 0.1111, 0.3632, 0.3601, 0.3848, 0.3971, 0.1944, 0.2315, 0.073, 0.0597, -0.0072, -0.0422, 0.0113, -0.0401, -0.0216, -0.0525, -0.0617, -0.0463, -0.0463, -0.0854, -0.1224, -0.2099, -0.2104, -0.1944, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2063978490723000605", "ticker_idx": 0, "ts": "2026-06-08T13:36:33+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 - my bet on the robotics revolution. Autonomy doesn't happen without machines that perceive depth in real time. I think the market is still underpricing this", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long OUST as underpriced robotics/autonomy play; long BTC as highest-conviction debasement hedge, never selling into weakness.", "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 the kind of post that keeps me going, so thank you for sharing it @babyfolio. I'll use it as an opportunity to open up about the person behind this account :)\n\nI've just turned 20, from a low-income working-class background. First to go to University/College. No one around me invested. I taught myself everything I know - and I funded a lot of my portfolio with my student loans. X accounts like the one below have had massive impacts on my development.\n\nI've already taken hard losses. I've watched names I researched and passed on - $NBIS, $BE - run without me. That stings more than the losses do, because those were mine to take and I didn't.\n\nTwo positions carry the weight now:\n$OUST - my bet on the robotics revolution. Autonomy doesn't happen without machines that perceive depth in real time. I think the market is still underpricing this\n$BTC - my highest conviction asset, the one I'd never sell into weakness. Fixed supply, verifiable, borderless. I hold it as protection against long-term debasement, not for the next move. Short-term price action is noise to me.\n\nWhat I have that older investors don't is time. A 40-year horizon lets me hold a thesis through drawdowns that force most people out at the bottom. That's the real edge of starting young - not being right faster, but being able to stay wrong longer without being forced to fold.\n\nI started from zero, taught myself, and I'm betting on time. The wins and the losses both go here for free. I also run a subscription which you can feel free to check out!\n\nThank you to FinX and the fantastic accounts who have given me the knowledge to change my life.", "reply_text": null, "parent_text": null, "quoted_text": "Everyone with a portfolio under $100K doesn’t realize how quickly things can compound once you start making the right decisions consistently.\n\nA lot of people think going from $100K to $1M is impossible, but surrounding yourself with smart investors, learning from the right", "parent_author": null, "ret_m1d": -0.029354225332332673, "ret_signed_m1d": -0.029354225332332673, "alpha_spy_m1d": -0.027095167620154625, "alpha_c_m1d": -0.008287864017324287, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": -0.021066361315008386, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05772995471353515, "ret_signed_p1d": -0.05772995471353515, "alpha_spy_p1d": -0.05479450416272735, "alpha_c_p1d": -0.039215508226316476, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.018514446487218672, "ret_p1w": 0.1051858885692245, "ret_signed_p1w": 0.1051858885692245, "alpha_spy_p1w": 0.08406895547061022, "alpha_c_p1w": 0.06386761213611569, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.041318276433108814, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3946, -0.4481, -0.4748, -0.479, -0.4768, -0.4927, -0.4848, -0.5095, -0.4819, -0.4968, -0.5054, -0.5276, -0.568, -0.5932, -0.5506, -0.5445, -0.5232, -0.5232, -0.5276, -0.5272, -0.5044, -0.51, -0.4939, -0.4648, -0.4271, -0.4022, -0.4088, -0.4066, -0.3361, -0.3246, -0.3209, -0.354, -0.3097, -0.3415, -0.3608, -0.3752, -0.3405, -0.353, -0.3114, -0.3004, -0.2809, -0.4004, -0.3836, -0.3444, -0.3371, -0.1641, -0.1473, -0.1473, -0.248, -0.273, -0.2449, -0.1416, -0.0942, -0.0942, 0.0445, 0.0819, 0.0355, 0.1265, 0.0991, 0.126, 0.0753, 0.1519, -0.0294, 0.0, -0.0577, -0.0609, -0.0311, -0.0264, 0.1052, 0.0453, -0.0039, 0.1392, 0.1392, 0.1663, 0.1047, -0.0042, 0.023, 0.0279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2063978490723000605", "ticker_idx": 1, "ts": "2026-06-08T13:36:33+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 - my highest conviction asset, the one I'd never sell into weakness. Fixed supply, verifiable, borderless. I hold it as protection against long-term debasement", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long OUST as underpriced robotics/autonomy play; long BTC as highest-conviction debasement hedge, never selling into weakness.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "This is the kind of post that keeps me going, so thank you for sharing it @babyfolio. I'll use it as an opportunity to open up about the person behind this account :)\n\nI've just turned 20, from a low-income working-class background. First to go to University/College. No one around me invested. I taught myself everything I know - and I funded a lot of my portfolio with my student loans. X accounts like the one below have had massive impacts on my development.\n\nI've already taken hard losses. I've watched names I researched and passed on - $NBIS, $BE - run without me. That stings more than the losses do, because those were mine to take and I didn't.\n\nTwo positions carry the weight now:\n$OUST - my bet on the robotics revolution. Autonomy doesn't happen without machines that perceive depth in real time. I think the market is still underpricing this\n$BTC - my highest conviction asset, the one I'd never sell into weakness. Fixed supply, verifiable, borderless. I hold it as protection against long-term debasement, not for the next move. Short-term price action is noise to me.\n\nWhat I have that older investors don't is time. A 40-year horizon lets me hold a thesis through drawdowns that force most people out at the bottom. That's the real edge of starting young - not being right faster, but being able to stay wrong longer without being forced to fold.\n\nI started from zero, taught myself, and I'm betting on time. The wins and the losses both go here for free. I also run a subscription which you can feel free to check out!\n\nThank you to FinX and the fantastic accounts who have given me the knowledge to change my life.", "reply_text": null, "parent_text": null, "quoted_text": "Everyone with a portfolio under $100K doesn’t realize how quickly things can compound once you start making the right decisions consistently.\n\nA lot of people think going from $100K to $1M is impossible, but surrounding yourself with smart investors, learning from the right", "parent_author": null, "ret_m1d": -0.034362047975285526, "ret_signed_m1d": -0.034362047975285526, "alpha_spy_m1d": -0.03210299026310748, "alpha_c_m1d": -0.03210299026310748, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": -0.0022590577121780475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022932240724538477, "ret_signed_p1d": -0.022932240724538477, "alpha_spy_p1d": -0.019996790173730683, "alpha_c_p1d": -0.019996790173730683, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.0029354505508077944, "ret_p1w": 0.05070344347980282, "ret_signed_p1w": 0.05070344347980282, "alpha_spy_p1w": 0.029586510381188535, "alpha_c_p1w": 0.029586510381188535, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.021116933098614288, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1128, 0.1173, 0.1249, 0.1866, 0.1717, 0.1293, 0.1081, 0.1178, 0.124, 0.1177, 0.1303, 0.0904, 0.0515, 0.0571, 0.0815, 0.0791, 0.0602, 0.0609, 0.0914, 0.1403, 0.1273, 0.1375, 0.1567, 0.1806, 0.1758, 0.1857, 0.1912, 0.2225, 0.2026, 0.2102, 0.2395, 0.2406, 0.2277, 0.2263, 0.2102, 0.2011, 0.2094, 0.2392, 0.2653, 0.2827, 0.2906, 0.2682, 0.271, 0.2954, 0.2756, 0.2566, 0.2847, 0.2532, 0.2197, 0.2165, 0.2277, 0.229, 0.1965, 0.2249, 0.2019, 0.1784, 0.1656, 0.163, 0.1304, 0.0573, 0.0146, 0.0113, -0.0344, 0.0, -0.0229, -0.026, 0.0075, 0.0072, 0.0507, 0.0398, 0.021, -0.0031, 0.0071, 0.0137, -0.0067, -0.0332, -0.0534, -0.0487, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031127901190631585", "ticker_idx": 0, "ts": "2026-03-09T22:00:02+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If they raise guidance above $2.0B, this re-rates", "tweet_type": "analysis", "timeline": "days", "summary": "Watching AVAV earnings; bull case hinges on guidance raise above $2.0B from Iran emergency orders re-rating the stock.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$AVAV reports earnings tomorrow.\n\nLast week it swung 40% in a single day on Iran headlines and contracts.\n\nHere's what actually matters in tomorrow's report:\n📊 Revenue consensus: ~$475M (prev Q was $472.5M)\n🤖 Switchblade backlog - the number that moves the stock\n🌍 International orders were 52% of revenue last Q. If that grows, it changes the thesis entirely\n⚠️ Gross margins compressed to 27% last Q (GAAP 22%) - need to see stabilization\n\nThe bull case: Iran escalation drove emergency orders that won't show in tomorrow's numbers, but will show in forward guidance. If they raise guidance above $2.0B, this re-rates.\n\nThe bear case: Margins keep compressing as they scale production faster than their supply chain can handle. Revenue beats don't matter if profitability erodes.\n\nI'll be watching closely.\n\n$AVAV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.025815705072140593, "ret_signed_m1d": 0.025815705072140593, "alpha_spy_m1d": 0.02420610283979152, "alpha_c_m1d": 0.020404632836094505, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": 0.005411072236046088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.062463380147060654, "ret_signed_p1d": -0.062463380147060654, "alpha_spy_p1d": -0.061208245598394884, "alpha_c_p1d": -0.059346077094175165, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0031173030528854895, "ret_p1w": 0.004242393607189365, "ret_signed_p1w": 0.004242393607189365, "alpha_spy_p1w": 0.013678645919678711, "alpha_c_p1w": 0.024945861868475472, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.020703468261286107, "ret_p1m": -0.1562937389451774, "ret_signed_p1m": -0.1562937389451774, "alpha_spy_p1m": -0.1572923555969855, "alpha_c_p1m": -0.1615808480417621, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.005287109096584697, "ret_p3m": -0.16089726938135418, "ret_signed_p3m": -0.16089726938135418, "alpha_spy_p3m": -0.25302090140294253, "alpha_c_p3m": -0.18824350185825311, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.027346232476898935, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.004242393607189365, "alpha_spy_stated": 0.013678645919678711, "alpha_c_stated": 0.024945861868475472, "price_path": [0.1272, 0.0787, 0.0621, 0.059, 0.034, 0.0412, 0.0968, 0.1526, 0.1786, 0.1766, 0.1766, 0.1509, 0.1245, 0.1012, 0.0917, 0.0917, 0.1562, 0.3423, 0.4308, 0.4374, 0.5569, 0.6473, 0.673, 0.6422, 0.7232, 0.7086, 0.7731, 0.7731, 0.4934, 0.4426, 0.4087, 0.389, 0.366, 0.3972, 0.3853, 0.3234, 0.2564, 0.2185, 0.2881, 0.1613, 0.0691, 0.1608, 0.2382, 0.1882, 0.0986, 0.0612, 0.1006, 0.1006, 0.1869, 0.1981, 0.2712, 0.1943, 0.1794, 0.1836, 0.1519, 0.1717, 0.1385, -0.0598, 0.0304, 0.0222, -0.0046, 0.0371, 0.0258, 0.0, -0.0625, -0.0437, -0.0654, -0.0437, 0.0042, -0.0258, -0.0461, -0.1076, -0.0691, -0.1146, -0.1018, -0.1158, -0.1676, -0.2013, -0.1739, -0.1718, -0.1679, -0.1679, -0.1458, -0.1567, -0.1563, -0.198, -0.1889, -0.1227, -0.1221, -0.1045, -0.0884, -0.1361, -0.1099, -0.0519, -0.0518, -0.0887, -0.1141, -0.1166, -0.1319, -0.1718, -0.1198, -0.1652, -0.1864, -0.2477, -0.213, -0.241, -0.2405, -0.2488, -0.2379, -0.2734, -0.2541, -0.2869, -0.271, -0.2768, -0.2604, -0.2639, -0.2137, -0.2137, -0.1774, -0.1818, -0.0324, -0.0647, -0.0789, -0.0777, -0.1358, -0.0775, -0.1609, -0.1665, -0.2034, -0.2195, -0.171, -0.2301, -0.2239, -0.2476, -0.2458, -0.2345, -0.2345, -0.317, -0.3272, -0.3583, -0.3831, -0.3774, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016432534029037613", "ticker_idx": 0, "ts": "2026-01-28T08:45:54+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SPOILER: $10 SOON😏 $9.43: THE BREAKOUT IS CONFIRMED🚨 The long-term trend has flipped from Bearish to Bullish. Dips are for buying.", "tweet_type": "prediction", "timeline": "days", "summary": "Long TE: cup-and-handle breakout confirmed at $9.43, targeting $10 psychological level then $11.50-$12.00; institutions accumulating, shorts trapped.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE Chart analysis...\n\nSPOILER: $10 SOON😏\n\n$9.43: THE BREAKOUT IS CONFIRMED🚨��🚨\n\nThe charts paint a pristine picture of a stock that has successfully transitioned from \"speculative bounce\" to \"confirmed trend reversal.\"\n\nHere is the thesis on where we go next.\n\n1. The Daily Chart: The \"Blue Sky\" \n\nThis is the most important chart.\n\nThe Breakout: We just closed yesterday (or are currently trading) at $9.43, smashing through the key $9.29 resistance.\n\nThe Structure: Look at the massive \"Cup and Handle\" or \"Rounding Bottom\" formation that has been building since the $2.00 lows. \n\nThe move from $8.00 to $9.43 is the breakout from this massive base.\n\nThe Moving Averages: The price is well above all key EMAs/SMAs, and they are fanning out (short-term above long-term). This is the definition of a strong uptrend.\n\nThe Target: The next major structural resistance on the daily/weekly timeframe is the $10.00 psychological level, followed by the $11.50-$12.00 zone (historical resistance from previous years).\n\nVerdict: The Daily chart says we are just getting started. This is not \"overbought\"; it is \"breaking out.\"\n\n2. The Weekly Chart: The Macro Reversal\n\nThis chart confirms the \"Big Money\" is involved.\n\nThe Volume: Look at the volume bars on the right side of the chart. They are significantly higher than during the downtrend. Institutions are accumulating.\n\nThe Trend Change: We have officially broken the \"Lower High\" sequence that plagued this stock for years. We just made a Higher High (above the recent $9.29 peak).\n\nRSI: Weekly RSI is rising but not yet at extreme \"blow-off top\" levels (usually 80+). We have room to run.\n\nVerdict: The long-term trend has flipped from Bearish to Bullish. Dips are for buying.\n\n3. The 15-Minute Chart: The Intraday Battle\n\nThis shows us the immediate tactics.\n\nGap Up & Go: The stock gapped up and held. It didn't fade.\n\nConsolidation: We are currently flagging/consolidating around $9.40-$9.45. This is healthy digestion of the move.\n\nSupport: The previous resistance at $9.29 is now SOLID SUPPORT. As long as we stay above $9.25-$9.30 intraday, the bulls are in full control.\n\n- THE THESIS: \"The Road to Double Digits\"\n\nWe are entering the \"FOMO Phase.\"\n\nShort Covering: Shorts who were hoping for a double-top at $9.29 are now trapped. They must cover as we approach $10.00 to avoid margin calls.\n\nMomentum Traders: The break of $9.30 puts this stock on every \"New Highs\" scanner on Wall Street. Fresh retail money is flooding in.\n\nThe $10.00 Magnet: Stocks love round numbers. The gravitational pull of $10.00 is now the dominant force.\n\nThe Chart Setup for Today/Tomorrow:\n\nBull Case (Likely): We consolidate between $9.35 and $9.50 this morning, then blast through $9.50 in the afternoon power hour. Target: $9.80-$10.00.\n\nBear Case (Unlikely): We fail to hold $9.30 and slip back to retest the breakout at $9.10. Action: If this happens, it is a SCREAMING BUY.🚀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03898839773264684, "ret_signed_m1d": -0.03898839773264684, "alpha_spy_m1d": -0.039089072447349604, "alpha_c_m1d": -0.044593404773833445, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.005605007041186605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06427815293881434, "ret_signed_p1d": -0.06427815293881434, "alpha_spy_p1d": -0.06229377578398054, "alpha_c_p1d": -0.0747569938199566, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.01047884088114226, "ret_p1w": -0.18545835558405976, "ret_signed_p1w": -0.18545835558405976, "alpha_spy_p1w": -0.17218588118927491, "alpha_c_p1w": -0.21744316467580227, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.031984809091742505, "ret_p1m": -0.2318229570416439, "ret_signed_p1m": -0.2318229570416439, "alpha_spy_p1m": -0.22302252229628516, "alpha_c_p1m": -0.308342980057152, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": 0.07652002301550809, "ret_p3m": -0.44046363847763426, "ret_signed_p3m": -0.44046363847763426, "alpha_spy_p3m": -0.471672358866717, "alpha_c_p3m": -0.49440981033641884, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.053946171858784586, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.18545835558405976, "alpha_spy_stated": -0.17218588118927491, "alpha_c_stated": -0.21744316467580227, "price_path": [-0.608, -0.6396, -0.6122, -0.569, -0.6122, -0.5985, -0.5258, -0.5353, -0.5943, -0.6322, -0.6459, -0.6649, -0.6776, -0.6955, -0.7134, -0.7134, -0.6691, -0.6533, -0.5954, -0.5954, -0.5659, -0.529, -0.5005, -0.5237, -0.4615, -0.3857, -0.3656, -0.2908, -0.3519, -0.3815, -0.4362, -0.4668, -0.4268, -0.4289, -0.3656, -0.3224, -0.2308, -0.2508, -0.2571, -0.2571, -0.2835, -0.3235, -0.3151, -0.2961, -0.2961, -0.1739, -0.1359, -0.1939, -0.2329, -0.2824, -0.2687, -0.2403, -0.1718, -0.1718, -0.2192, -0.1391, -0.1391, -0.1275, -0.176, -0.118, -0.1043, -0.1423, -0.039, 0.0, -0.0643, -0.1222, -0.0875, -0.0421, -0.1855, -0.2339, -0.1286, -0.1949, -0.2086, -0.2782, -0.3456, -0.3551, -0.3551, -0.3214, -0.3193, -0.3351, -0.3456, -0.3372, -0.2529, -0.2392, -0.2318, -0.3509, -0.2792, -0.314, -0.2518, -0.2824, -0.2919, -0.2455, -0.1591, -0.1423, -0.1844, -0.197, -0.1865, -0.1791, -0.2276, -0.1876, -0.3045, -0.2792, -0.3035, -0.2961, -0.3383, -0.393, -0.4078, -0.5374, -0.5279, -0.5585, -0.5585, -0.5732, -0.5859, -0.5606, -0.5595, -0.5058, -0.4615, -0.4879, -0.4373, -0.4742, -0.47, -0.4752, -0.4636, -0.432, -0.432, -0.4426, -0.4405, -0.4837, -0.4847, -0.4942, -0.4573, -0.4626, -0.4373, -0.4447, -0.4573, -0.3509, -0.3635, -0.3836, -0.4089, -0.3962, -0.4025, -0.2624, -0.275, -0.0832, -0.0811, -0.1486, -0.1486, 0.1012, 0.1549, 0.1401, 0.1128, 0.0969, 0.2687, 0.2118, 0.2287, -0.0063, -0.0379, -0.1085, -0.1855, -0.1075, -0.1043, -0.0601, -0.0906, -0.0474, -0.0148, -0.0148, 0.0959, -0.0263, -0.1012, -0.1043, -0.1349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2013591308678447104", "ticker_idx": 0, "ts": "2026-01-20T12:35:53+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is an easy buy!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses HC Wainwright Buy reiteration with doubled $25 PT; author calls ONDS an easy buy.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "As I said earlier, $ONDS is an easy buy!", "reply_text": null, "parent_text": null, "quoted_text": "$ONDS | 𝐎𝐧𝐝𝐚𝐬: H.C. Wainwright reiterates 𝐁𝐮𝐲, doubles 𝐏𝐓 𝐭𝐨 $𝟐𝟓\n\nAnalyst cites $1B+ cash raise, upgraded 2026/2030 revenue targets, and sees strength in aerial + robotics pipeline. https://t.co/YDi3Q0ENyV", "parent_author": null, "ret_m1d": -0.07387663812447054, "ret_signed_m1d": -0.07387663812447054, "alpha_spy_m1d": -0.09465644858172284, "alpha_c_m1d": -0.09465644858172284, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.0207798104572523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04417364193836881, "ret_signed_p1d": -0.04417364193836881, "alpha_spy_p1d": -0.05571475122003011, "alpha_c_p1d": -0.05571475122003011, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.0115411092816613, "ret_p1w": -0.06626046290755327, "ret_signed_p1w": -0.06626046290755327, "alpha_spy_p1w": -0.09269274186324428, "alpha_c_p1w": -0.09269274186324428, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.026432278955691002, "ret_p1m": -0.15689264292930394, "ret_signed_p1m": -0.15689264292930394, "alpha_spy_p1m": -0.1697471888745029, "alpha_c_p1m": -0.1697471888745029, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.01285454594519897, "ret_p3m": -0.23838538363746198, "ret_signed_p3m": -0.23838538363746198, "alpha_spy_p3m": -0.2893010674150883, "alpha_c_p3m": -0.2893010674150883, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.05091568377762634, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15689264292930394, "alpha_spy_stated": -0.1697471888745029, "alpha_c_stated": -0.1697471888745029, "price_path": [-0.4623, -0.4318, -0.4265, -0.4829, -0.4859, -0.5209, -0.5095, -0.5316, -0.5461, -0.543, -0.6002, -0.5575, -0.5522, -0.5583, -0.5804, -0.5004, -0.4532, -0.5236, -0.4029, -0.4288, -0.5225, -0.4871, -0.3359, -0.3572, -0.3724, -0.3724, -0.3983, -0.4227, -0.3854, -0.3206, -0.3001, -0.3092, -0.313, -0.297, -0.366, -0.313, -0.3336, -0.4143, -0.3839, -0.4387, -0.4059, -0.2978, -0.294, -0.3176, -0.3046, -0.3046, -0.3542, -0.3557, -0.3153, -0.2567, -0.2567, -0.1607, -0.0457, -0.0221, -0.0724, 0.067, 0.0427, 0.0046, 0.0579, 0.0327, -0.0236, -0.0739, -0.0739, 0.0, -0.0442, -0.0388, -0.0731, -0.15, -0.0663, -0.0655, -0.1417, -0.211, -0.1896, -0.1333, -0.2628, -0.3542, -0.262, -0.2125, -0.2628, -0.297, -0.3168, -0.2909, -0.2909, -0.2346, -0.1569, -0.1325, -0.2361, -0.2239, -0.2079, -0.2155, -0.2041, -0.2323, -0.1874, -0.2369, -0.1995, -0.2011, -0.2513, -0.2597, -0.2376, -0.2513, -0.2133, -0.2262, -0.198, -0.1409, -0.1752, -0.1813, -0.2338, -0.1698, -0.1866, -0.2148, -0.281, -0.3298, -0.3793, -0.3115, -0.329, -0.2688, -0.2688, -0.2749, -0.2742, -0.2803, -0.3039, -0.3046, -0.2788, -0.2841, -0.2361, -0.2232, -0.2384, -0.1828, -0.1721, -0.1577, -0.1973, -0.1965, -0.166, -0.2018, -0.2772, -0.2353, -0.214, -0.2589, -0.2894, -0.2887, -0.3229, -0.31, -0.2826, -0.3115, -0.3252, -0.1462, -0.1912, -0.2612, -0.305, -0.2871, -0.3008, -0.31, -0.31, -0.2559, -0.1775, 0.0091, 0.0069, 0.0251, 0.0343, -0.1158, -0.0883, -0.2056, -0.2155, -0.265, -0.2909, -0.2513, -0.2894, -0.2757, -0.2986, -0.3054, -0.294, -0.294, -0.3229, -0.3503, -0.4151, -0.4155, -0.4037, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066628572249288860", "ticker_idx": 0, "ts": "2026-06-15T21:07:02+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they're now a key part of the $AMZN robotics setup so i'd say bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST as a key part of Amazon's robotics setup following acquisition.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@napoleon21st Tough one to predict but they’re now a key part of the $AMZN robotics setup so i’d say bullish", "reply_text": null, "parent_text": "@CoffeeStocksGuy What do you think happens when $amzn acquires the $oust shares? I have positions in both", "quoted_text": null, "parent_author": "napoleon21st", "ret_m1d": 0.05733678420749233, "ret_signed_m1d": 0.05733678420749233, "alpha_spy_m1d": 0.05133946798570532, "alpha_c_m1d": 0.028641227512053558, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.028695556695438773, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.047039511890151764, "ret_signed_p1d": -0.047039511890151764, "alpha_spy_p1d": -0.03455164100510033, "alpha_c_p1d": -0.04360677928980339, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.003432732600348376, "ret_p1w": 0.05686871825902684, "ret_signed_p1w": 0.05686871825902684, "alpha_spy_p1w": 0.07667353023715273, "alpha_c_p1w": 0.06775893604043914, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.010890217781412304, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5071, -0.5308, -0.5043, -0.5186, -0.5268, -0.5481, -0.5867, -0.6108, -0.5701, -0.5642, -0.5439, -0.5439, -0.5481, -0.5476, -0.5259, -0.5312, -0.5158, -0.4879, -0.4519, -0.428, -0.4344, -0.4322, -0.3648, -0.3538, -0.3503, -0.3819, -0.3396, -0.37, -0.3885, -0.4023, -0.3691, -0.381, -0.3412, -0.3307, -0.3121, -0.4264, -0.4103, -0.3728, -0.3658, -0.2003, -0.1842, -0.1842, -0.2806, -0.3045, -0.2776, -0.1788, -0.1334, -0.1334, -0.0007, 0.0351, -0.0094, 0.0777, 0.0515, 0.0772, 0.0288, 0.102, -0.0714, -0.0433, -0.0985, -0.1016, -0.073, -0.0686, 0.0573, 0.0, -0.047, 0.0899, 0.0899, 0.1158, 0.0569, -0.0473, -0.0213, -0.0166, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016163837611839796", "ticker_idx": 0, "ts": "2026-01-27T14:58:12+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You are witnessing the final short-squeeze resistance level before the breakout to $9.50+. Target: $9.50-$10.00 by end of week", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TE: technical breakout above $8.75 with institutional volume; targets $9.50–$10.00 by end of week on break above $9.00.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE is up 10%!!!\n\nWhat just happened? Read below:\n\n1. We Broke $8.75 Resistance ✅\nOpened at $8.19, pushed through $8.75 by mid-morning\n\nNow consolidating just below $9.00 (the psychological level)\n\nThis is exactly Scenario A from my earlier analysis\n\n2. Volume Confirms Institutional Buying ✅\n\n2.41M shares traded so far (only 3 hours in)\n\nAt this pace: ~6-7M by close (solid, not explosive but healthy)\n\nDaily chart shows elevated volume bar compared to recent days\n\n3. Technical Breakout Validated ✅\n\nDaily Chart Signals:\n\nRSI: 65.23 (approaching overbought but sustainable)\n\nStochastic: 65.39 (both lines above 50 = confirmed uptrend)\n\nPrice action: Series of higher highs from $7.24 → $8.14 → $8.96\n\nHourly Chart Signals:\n\nRSI: 58.64 (neutral, can still push higher)\n\nStochastic: 32.86 (low = more room to run before overbought)\n\nPattern: Bull flag consolidation at $8.85-$8.95\n\nThe $9.00 Battle (Happening RIGHT NOW)\nYou are witnessing the final short-squeeze resistance level before the breakout to $9.50+.\n\nWhy $9.00 Matters:\n\nPsychological: Round numbers attract profit-takers\n\nTechnical: This was last week's high ($9.29), so sellers from that level are breakeven here\n\nOptions: $9.00 strike call options are now ITM, creating gamma pressure\n\nWhat Happens Next (3 Scenarios):\n\n1. Scenario A: \"Break and Hold $9.00\" (Probability: 50%)\nPattern: Push through $9.00 by 11:00 AM ET → close $9.10-$9.30\n\nTrigger: Volume spike above 4M by noon = institutions forcing the break\n\nTarget: $9.50-$10.00 by end of week\n\n2. Scenario B: \"Consolidation Below $9.00\" (Probability: 40%)\nPattern: Chop between $8.80-$9.00 rest of day → close $8.85-$8.95\n\nTrigger: Profit-takers defending $9.00, but buyers defending $8.80\n\nTarget: Breakout attempt Wednesday-Thursday\n\n3. Scenario C: \"Fade from Highs\" (Probability: 10%)\nPattern: Rejection at $9.00 → fade to $8.60-$8.70 by close\n\nSignal: If this happens, watch $8.50 support", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10745609150588842, "ret_signed_m1d": -0.10745609150588842, "alpha_spy_m1d": -0.10348773670920797, "alpha_c_m1d": -0.10333633522491192, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.004119756280976494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04057016339933872, "ret_signed_p1d": 0.04057016339933872, "alpha_spy_p1d": 0.04067082797966359, "alpha_c_p1d": 0.046143929442607035, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.005573766043268313, "ret_p1w": -0.003289444446012979, "ret_signed_p1w": -0.003289444446012979, "alpha_spy_p1w": 0.005280013937961403, "alpha_c_p1w": -0.026795966580305253, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506522134292274, "ret_p1m": -0.2083333464045275, "ret_signed_p1m": -0.2083333464045275, "alpha_spy_p1m": -0.20496889086492298, "alpha_c_p1m": -0.27218887177172857, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385552536720107, "ret_p3m": -0.4199561372550681, "ret_signed_p3m": -0.4199561372550681, "alpha_spy_p3m": -0.4492877314997009, "alpha_c_p3m": -0.4677848432700181, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.04782870601495004, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.003289444446012979, "alpha_spy_stated": 0.005280013937961403, "alpha_c_stated": -0.026795966580305253, "price_path": [-0.6009, -0.5921, -0.625, -0.5965, -0.5515, -0.5965, -0.5822, -0.5066, -0.5164, -0.5779, -0.6173, -0.6316, -0.6513, -0.6645, -0.6831, -0.7018, -0.7018, -0.6557, -0.6393, -0.5789, -0.5789, -0.5482, -0.5099, -0.4803, -0.5044, -0.4397, -0.3607, -0.3399, -0.2621, -0.3257, -0.3564, -0.4134, -0.4452, -0.4035, -0.4057, -0.3399, -0.295, -0.1996, -0.2204, -0.227, -0.227, -0.2544, -0.2961, -0.2873, -0.2675, -0.2675, -0.1404, -0.1009, -0.1612, -0.2018, -0.2533, -0.239, -0.2094, -0.1382, -0.1382, -0.1875, -0.1042, -0.1042, -0.0921, -0.1425, -0.0822, -0.068, -0.1075, 0.0, 0.0406, -0.0263, -0.0866, -0.0504, -0.0033, -0.1524, -0.2029, -0.0932, -0.1623, -0.1765, -0.2489, -0.3191, -0.3289, -0.3289, -0.2939, -0.2917, -0.3081, -0.3191, -0.3103, -0.2226, -0.2083, -0.2007, -0.3246, -0.25, -0.2862, -0.2215, -0.2533, -0.2632, -0.2149, -0.125, -0.1075, -0.1513, -0.1645, -0.1535, -0.1458, -0.1963, -0.1546, -0.2763, -0.25, -0.2752, -0.2675, -0.3114, -0.3684, -0.3838, -0.5186, -0.5088, -0.5406, -0.5406, -0.5559, -0.5691, -0.5428, -0.5417, -0.4857, -0.4397, -0.4671, -0.4145, -0.4529, -0.4485, -0.4539, -0.4419, -0.409, -0.409, -0.42, -0.4178, -0.4627, -0.4638, -0.4737, -0.4353, -0.4408, -0.4145, -0.4221, -0.4353, -0.3246, -0.3377, -0.3586, -0.3849, -0.3717, -0.3783, -0.2325, -0.2456, -0.0461, -0.0439, -0.114, -0.114, 0.1458, 0.2018, 0.1864, 0.1579, 0.1414, 0.3202, 0.261, 0.2785, 0.034, 0.0011, -0.0724, -0.1524, -0.0713, -0.068, -0.0219, -0.0537, -0.0088, 0.0252, 0.0252, 0.1404, 0.0132, -0.0647, -0.068, -0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052039102380249232", "ticker_idx": 0, "ts": "2026-05-06T14:53:41+00:00", "symbol": "SK Square", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "every share they burn makes your slice of SK Hynix bigger. no new shares. no dilution. just a shrinking denominator on the world's dominant HBM supplier. this is what shareholder alignment actually looks like.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SK Square: 6.7% share cancellation since 2024 + 310B KRW 2026 returns shrink denominator on SK Hynix exposure; strong shareholder alignment thesis.", "resolved_tickers": ["402340.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Square KOSPI 402340; holding company with SK Hynix stake", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Square has cancelled 6.7% of its total shares since 2024.\n\nnot bought back. cancelled. permanently gone.\n\n310 billion KRW in returns planned for 2026 alone - 110B in buybacks, 200B in cash dividends.\n\nevery share they burn makes your slice of SK Hynix bigger. no new shares. no dilution. just a shrinking denominator on the world’s dominant HBM supplier.\n\nthis is what shareholder alignment actually looks like.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/tQMo5w6Ibg", "parent_author": null, "ret_m1d": -0.009099204286566187, "ret_signed_m1d": -0.009099204286566187, "alpha_spy_m1d": 0.0046096505534561905, "alpha_c_m1d": 0.04014047638020202, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009099659838999186, "ret_signed_p1d": -0.0009099659838999186, "alpha_spy_p1d": 0.002156116435170663, "alpha_c_p1d": 0.01666139971766467, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.06690379689285897, "ret_signed_p1w": 0.06690379689285897, "alpha_spy_p1w": 0.05534801252144872, "alpha_c_p1w": 0.025613030369646905, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.1461699201462141, "ret_signed_p1m": 0.1461699201462141, "alpha_spy_p1m": 0.11447317053213246, "alpha_c_p1m": 0.004708158377828786, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4877, -0.5059, -0.5159, -0.4813, -0.4923, -0.4923, -0.4923, -0.4923, -0.485, -0.4722, -0.4722, -0.4386, -0.4113, -0.3822, -0.4131, -0.4131, -0.4713, -0.5387, -0.485, -0.4968, -0.5369, -0.4959, -0.4859, -0.4959, -0.5141, -0.4886, -0.4659, -0.4268, -0.444, -0.4468, -0.4932, -0.4586, -0.4495, -0.4923, -0.505, -0.5359, -0.5755, -0.5441, -0.5728, -0.5605, -0.5569, -0.546, -0.4741, -0.4904, -0.4832, -0.4722, -0.4177, -0.3949, -0.3722, -0.3794, -0.3621, -0.3467, -0.3449, -0.3376, -0.3403, -0.2821, -0.2621, -0.2448, -0.2348, -0.2348, -0.0983, -0.0983, -0.0091, 0.0, -0.0009, 0.0801, 0.0246, 0.0828, 0.0669, 0.0004, -0.0042, -0.0707, -0.0625, 0.0742, 0.0797, 0.0797, 0.076, 0.1626, 0.127, 0.1234, 0.1443, 0.2263, 0.2263, 0.24, 0.1462, 0.0186, 0.1562, 0.0778, 0.1188, 0.2373, 0.2874, 0.3676, 0.4541, 0.5489, 0.6218, 0.7949, 0.6691, 0.6391, 0.7302, 0.5671, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021968264708968565", "ticker_idx": 0, "ts": "2026-02-12T15:22:55+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm pricing in a company that just raised its power target by 20% and beat its own ARR guidance by $150M", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: headline EPS/revenue miss is misleading; ARR beat own guidance by 14%, power target raised 20%, analysts can't model it — market mispricing the miss.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS just reported Q4 earnings and the headlines say \"double miss.\"\n\nEPS: -$0.68 vs -$0.44 expected (miss by 55%)\nRevenue: $227.7M vs $242.8M expected (miss by 6%)\n\nSounds terrible right? Now look at the numbers that actually matter:\n\n1. ARR hit $1.25 BILLION - beating their own $900M-$1.1B guidance by 14%\n\n2. Contracted power raised to >3.0 GW - up from >2.5 GW\n\n3. Revenue still up 547% YoY and 56% QoQ\n\n4. New data centres in Missouri, Oklahoma, Alabama, Minnesota, France\n\nThis is EXACTLY what happened last quarter. \n\nNebius \"missed\" estimates while being completely sold out. \n\nAnalysts still can't model this business.\n\nThe street is pricing in a quarterly miss. \n\nI'm pricing in a company that just raised its power target by 20% and beat its own ARR guidance by $150M.\n\nConference call at 7 PM GMT. That's where the real story is. \n\n$NBIS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01248192025722783, "ret_signed_m1d": -0.01248192025722783, "alpha_spy_m1d": -0.028173192214056564, "alpha_c_m1d": -0.030800154733494067, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.018318234476266237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09227681343508021, "ret_signed_p1d": 0.09227681343508021, "alpha_spy_p1d": 0.09157231433196111, "alpha_c_p1d": 0.09280019347545787, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": -0.0005233800403776634, "ret_p1w": 0.1992644219826205, "ret_signed_p1w": 0.1992644219826205, "alpha_spy_p1w": 0.19455269019016663, "alpha_c_p1w": 0.19490294395845753, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.004361478024162979, "ret_p1m": 0.25877624788380604, "ret_signed_p1m": 0.25877624788380604, "alpha_spy_p1m": 0.28663602608277416, "alpha_c_p1m": 0.26043360685550987, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.0016573589717038262, "ret_p3m": 0.996099341464155, "ret_signed_p3m": 0.996099341464155, "alpha_spy_p3m": 0.909605099046572, "alpha_c_p3m": 0.9822322135929529, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.013867127871202145, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25877624788380604, "alpha_spy_stated": 0.28663602608277416, "alpha_c_stated": 0.26043360685550987, "price_path": [-0.0418, 0.009, 0.0595, -0.0567, -0.0721, 0.0242, -0.0095, 0.0553, 0.0553, 0.0573, 0.1161, 0.0749, 0.1024, 0.1457, 0.0926, 0.1181, 0.0744, 0.043, 0.0507, -0.0227, -0.0957, -0.0978, -0.1591, -0.1297, -0.003, 0.039, 0.0033, 0.0156, 0.0156, -0.0238, -0.0411, -0.0508, -0.0671, -0.0671, 0.0025, 0.0345, 0.1171, 0.0722, 0.0844, 0.0914, 0.1961, 0.175, 0.1365, 0.1578, 0.2117, 0.2117, 0.1065, 0.1019, 0.0793, 0.0532, 0.0193, 0.0907, 0.1192, 0.0577, -0.0506, -0.0175, 0.0025, -0.0818, -0.1768, -0.0405, 0.0351, 0.023, -0.0125, 0.0, 0.0923, 0.0923, 0.0868, 0.1345, 0.1993, 0.0913, 0.1213, 0.1432, 0.1827, 0.1688, 0.0163, 0.0143, -0.0327, 0.0897, 0.066, -0.0045, 0.0581, 0.0747, 0.2481, 0.2041, 0.2588, 0.4471, 0.2964, 0.3213, 0.3543, 0.3108, 0.2721, 0.2806, 0.2826, 0.181, 0.1236, 0.0282, 0.1564, 0.1362, 0.2127, 0.2127, 0.2542, 0.3084, 0.3931, 0.5193, 0.6156, 0.7225, 0.8047, 0.8586, 0.8426, 0.7513, 0.7738, 0.7447, 0.7401, 0.7506, 0.64, 0.6155, 0.5102, 0.5735, 0.5405, 0.7217, 0.9661, 0.9605, 1.1742, 1.0592, 0.9731, 1.074, 0.9961, 1.3099, 1.4646, 1.4511, 1.2273, 1.2036, 1.1377, 1.451, 1.3935, 1.3935, 1.3187, 1.3222, 1.5225, 1.5754, 1.9478, 1.904, 1.8049, 1.8939, 1.5388, 1.4295, 1.4531, 1.3592, 1.4768, 1.5895, 1.8984, 1.9544, 2.1306, 2.195, 2.195, 2.1607, 2.0675, 1.8938, 1.86, 1.678, null, null, null, null, null, null, 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:2056382103088971960", "ticker_idx": 0, "ts": "2026-05-18T14:31:13+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 didn't sell. I didn't capitulate. I read my thesis. It reassured me and reminded me about how early we are with this company.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding OUST through 14% drop; reaffirms long thesis on grounds the company is still early-stage.", "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": "I’ve got an unpopular opinion.\n\nDays like today are brutal. $OUST is down 14%.\n\nI’ve had a massive slice taken out of my profits.\n\nBut today’s like today are actually THE MOST important for any long-term investor.\n\nThey ground you.\n\nThey humble you.\n\nThey remove all of the euphoria very quickly.\n\nThis happened to me today.\n\nWhat did I do you might wonder?\n\nI didn’t sell. I didn’t capitulate.\n\nI read my thesis.\n\nThis article below is IMO the deepest breakdown of the $OUST thesis available.\n\nIt reassured me and reminded me about how early we are with this company.\n\nSell-offs like this are still brutal. But they’re part of a longer journey.\n\nRemind yourself today why you do this.\n\nWhy you put your money on the line. \n\nLearn something today.\n\n~ Coffee House", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": 0.134027354258615, "ret_signed_m1d": 0.134027354258615, "alpha_spy_m1d": 0.13332334966709336, "alpha_c_m1d": 0.12313036858021742, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033181537584851095, "ret_signed_p1d": -0.033181537584851095, "alpha_spy_p1d": -0.02652074949735772, "alpha_c_p1d": -0.026758037455878125, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.2046193576776958, "ret_signed_p1w": 0.2046193576776958, "alpha_spy_p1w": 0.19515613756831574, "alpha_c_p1w": 0.17003577551072624, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.3900455387245447, "ret_signed_p1m": 0.3900455387245447, "alpha_spy_p1m": 0.3742328566343951, "alpha_c_p1m": 0.3207635954950627, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3900455387245447, "alpha_spy_stated": 0.3742328566343951, "alpha_c_stated": 0.3207635954950627, "price_path": [-0.3953, -0.3793, -0.3943, -0.4125, -0.3933, -0.3559, -0.3614, -0.3835, -0.3412, -0.2934, -0.272, -0.311, -0.3406, -0.3315, -0.2723, -0.1949, -0.2661, -0.3016, -0.3071, -0.3042, -0.3253, -0.3149, -0.3478, -0.311, -0.3308, -0.3422, -0.3718, -0.4255, -0.459, -0.4024, -0.3943, -0.366, -0.366, -0.3718, -0.3712, -0.3409, -0.3484, -0.3269, -0.2882, -0.2381, -0.2049, -0.2137, -0.2108, -0.1171, -0.1018, -0.0969, -0.1409, -0.082, -0.1243, -0.15, -0.1692, -0.123, -0.1396, -0.0843, -0.0696, -0.0438, -0.2027, -0.1802, -0.1282, -0.1184, 0.1116, 0.134, 0.134, 0.0, -0.0332, 0.0042, 0.1415, 0.2046, 0.2046, 0.3891, 0.4388, 0.377, 0.498, 0.4616, 0.4974, 0.4301, 0.5319, 0.2908, 0.3299, 0.2531, 0.2489, 0.2885, 0.2947, 0.4697, 0.39, 0.3247, 0.515, 0.515, 0.5511, 0.4691, 0.3243, 0.3604, 0.3669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065766627308720326", "ticker_idx": 0, "ts": "2026-06-13T12:01:58+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I remain long $KRKNF $PNG.NE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding KRKNF long.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@retail_mourinho @PhotonBull @EhrmantrautCap_ I remain long $KRKNF $PNG.NE 🦑🦑", "reply_text": null, "parent_text": "According to X am I the only $KRKNF bull left besides @PhotonBull & @EhrmantrautCap_\n\nLONG $KRKNF 🦑\n\n-RM https://t.co/schMf7sImw", "quoted_text": null, "parent_author": "retail_mourinho", "ret_m1d": -0.011741671470031023, "ret_signed_m1d": -0.011741671470031023, "alpha_spy_m1d": 0.0055867299153850025, "alpha_c_m1d": 0.024704436519499162, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019569452450051816, "ret_signed_p1d": -0.019569452450051816, "alpha_spy_p1d": -0.013607889605817713, "alpha_c_p1d": 0.008325639065284163, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.004696612599306427, "ret_signed_p1w": 0.004696612599306427, "alpha_spy_p1w": 0.01598692315053818, "alpha_c_p1w": 0.0016249663428404837, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.3706, 0.3112, 0.2681, 0.3192, 0.3033, 0.2757, 0.1605, 0.1683, 0.0658, 0.1331, 0.1663, 0.1761, 0.1761, 0.2094, 0.1977, 0.1898, 0.1937, 0.1624, 0.2642, 0.2192, 0.2094, 0.2681, 0.2583, 0.2544, 0.1734, 0.2309, 0.1738, 0.1566, 0.1526, 0.1096, 0.089, 0.1272, 0.0665, 0.1096, 0.0176, 0.0313, 0.0274, -0.0022, -0.0059, -0.0254, 0.0157, 0.064, 0.0372, 0.0114, 0.054, 0.1213, 0.0906, 0.0386, 0.0386, 0.1526, 0.1644, 0.1057, 0.0689, 0.1665, 0.1898, 0.0998, 0.1564, 0.0607, 0.0352, 0.0012, -0.047, -0.0035, -0.0117, 0.0, -0.0196, -0.0068, 0.0861, 0.0861, 0.0047, -0.0178, -0.0346, -0.0607, -0.0977, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036563712253809089", "ticker_idx": 0, "ts": "2026-03-24T22:00:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "At some point, execution has to matter.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB: record backlog, revenue, and launch cadence yet stock down 29%; argues execution should drive a re-rating.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB just crossed $2B total backlog.\n\n28 launches sold in Q1 alone - nearly matching all of 2025.\n\nThe $190M HASTE hypersonic contract is the largest launch deal they've ever signed.\n\nQ4 revenue: $180M (record)\nFull year: $602M (+38% YoY)\n21 launches in 2025 with 100% success rate\n84 total Electron missions and counting\n\nThe stock is down 29% from January highs.\n\nAt some point, execution has to matter.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0934412433484878, "ret_signed_m1d": -0.0934412433484878, "alpha_spy_m1d": -0.08789943785874277, "alpha_c_m1d": -0.08677858467223087, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.006662658676256927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09522495984570367, "ret_signed_p1d": -0.09522495984570367, "alpha_spy_p1d": -0.07736622986235964, "alpha_c_p1d": -0.07202688553407788, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.023198074311625794, "ret_p1w": -0.10098793753736579, "ret_signed_p1w": -0.10098793753736579, "alpha_spy_p1w": -0.09858242651347338, "alpha_c_p1w": -0.0969296387875419, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.004058298749823885, "ret_p1m": 0.1608123169921425, "ret_signed_p1m": 0.1608123169921425, "alpha_spy_p1m": 0.0822062351671291, "alpha_c_p1m": 0.10648162591212618, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.05433069108001631, "ret_p3m": 0.37609775926307254, "ret_signed_p3m": 0.37609775926307254, "alpha_spy_p3m": 0.2398537886457095, "alpha_c_p3m": 0.2722378124935583, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.10385994676951427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1608123169921425, "alpha_spy_stated": 0.0822062351671291, "alpha_c_stated": 0.10648162591212618, "price_path": [-0.0306, -0.0379, -0.0333, -0.0428, -0.0428, 0.0427, 0.0722, 0.1804, 0.1537, 0.14, 0.1642, 0.2061, 0.188, 0.2596, 0.2453, 0.3214, 0.3214, 0.2234, 0.205, 0.2072, 0.2198, 0.1043, 0.1937, 0.2153, 0.1756, 0.0987, 0.0174, 0.1151, 0.0032, -0.09, -0.0077, 0.0406, -0.0117, -0.0447, -0.0943, -0.0746, -0.0746, -0.041, 0.0211, 0.0508, -0.0277, -0.0366, -0.0399, -0.0368, -0.0032, -0.0519, -0.0262, -0.0377, -0.0133, -0.0395, -0.038, -0.0192, -0.0542, -0.0126, -0.0619, -0.0613, -0.0215, 0.0783, -0.0467, -0.013, -0.0775, -0.067, -0.0934, 0.0, -0.0952, -0.164, -0.2127, -0.1188, -0.101, -0.0707, -0.0707, -0.0715, -0.09, -0.0521, -0.0842, -0.0663, -0.031, -0.0091, 0.0099, 0.1379, 0.1636, 0.2275, 0.1888, 0.2355, 0.1608, 0.0933, 0.1291, 0.0783, 0.0568, 0.1321, 0.0814, 0.1019, 0.0807, 0.1615, 0.0782, 0.4472, 0.6102, 0.6131, 0.7035, 0.8187, 0.712, 0.7997, 0.7468, 0.8425, 0.7213, 0.8628, 0.8628, 0.9649, 1.0613, 1.0311, 0.9687, 0.6793, 0.6921, 0.5738, 0.6459, 0.5104, 0.5594, 0.485, 0.4414, 0.5749, 0.4049, 0.499, 0.4356, 0.4816, 0.4715, 0.4715, 0.3761, 0.3052, 0.1719, 0.1072, 0.16, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2001281079827681322", "ticker_idx": 0, "ts": "2025-12-17T13:19:26+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have re-entered some positions yesterday and today. I love every one of these stocks.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Re-entered long positions in NBIS, IREN, CIFR, PATH, ONDS; high-growth portfolio, bullish on all five.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "I have re-entered some positions yesterday and today.\n\nThe Coffee House Stocks Portfolio now consists of the following names:\n\n$NBIS\n$IREN\n$CIFR\n$PATH\n$ONDS\n\nHigh growth. Execution is key. I love every one of these stocks.\n\nThanks to the lettuce hands for giving me some lovely positions!\n\nAre you bullish on these?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07289596053626002, "ret_signed_m1d": 0.07289596053626002, "alpha_spy_m1d": 0.061769940344013285, "alpha_c_m1d": 0.06564264958823629, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.007253310948023728, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03499005296792057, "ret_signed_p1d": 0.03499005296792057, "alpha_spy_p1d": 0.02743879025816831, "alpha_c_p1d": 0.029290999196179612, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.005699053771740958, "ret_p1w": 0.20781976062811602, "ret_signed_p1w": 0.20781976062811602, "alpha_spy_p1w": 0.1765120345964295, "alpha_c_p1w": 0.18483116624735962, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.0229885943807564, "ret_p1m": 0.3768721847330805, "ret_signed_p1m": 0.3768721847330805, "alpha_spy_p1m": 0.34278595553301305, "alpha_c_p1m": 0.370169554527896, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.006702630205184468, "ret_p3m": 0.7210074401009083, "ret_signed_p3m": 0.7210074401009083, "alpha_spy_p3m": 0.721592875384003, "alpha_c_p3m": 0.7219280554567246, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0009206153558162233, "ret_p6m": 1.945527030910526, "ret_signed_p6m": 1.945527030910526, "alpha_spy_p6m": 1.8404320023990852, "alpha_c_p6m": 1.9711557552264112, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.025628724315885254, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3768721847330805, "alpha_spy_stated": 0.34278595553301305, "alpha_c_stated": 0.370169554527896, "price_path": [0.3162, 0.4129, 0.4288, 0.5007, 0.4306, 0.4274, 0.4608, 0.488, 0.5323, 0.6683, 0.6962, 0.6559, 0.56, 0.617, 0.758, 0.7174, 0.7954, 0.6985, 0.6677, 0.6307, 0.5035, 0.4447, 0.3821, 0.3071, 0.407, 0.5541, 0.6624, 0.6147, 0.6581, 0.6459, 0.7339, 0.5967, 0.4651, 0.5507, 0.4505, 0.4749, 0.4573, 0.3548, 0.2506, 0.1747, 0.1072, 0.1396, 0.2, 0.26, 0.1218, 0.1035, 0.218, 0.178, 0.255, 0.255, 0.2574, 0.3274, 0.2783, 0.3111, 0.3625, 0.2994, 0.3298, 0.2778, 0.2404, 0.2496, 0.1622, 0.0754, 0.0729, 0.0, 0.035, 0.1857, 0.2357, 0.1932, 0.2078, 0.2078, 0.1609, 0.1404, 0.1288, 0.1094, 0.1094, 0.1922, 0.2304, 0.3286, 0.2751, 0.2896, 0.2979, 0.4225, 0.3973, 0.3516, 0.3769, 0.4411, 0.4411, 0.316, 0.3104, 0.2836, 0.2525, 0.2122, 0.2972, 0.3311, 0.2579, 0.1291, 0.1685, 0.1922, 0.092, -0.0209, 0.1412, 0.231, 0.2166, 0.1744, 0.1893, 0.299, 0.299, 0.2925, 0.3492, 0.4262, 0.2978, 0.3335, 0.3596, 0.4065, 0.3901, 0.2086, 0.2062, 0.1504, 0.296, 0.2677, 0.184, 0.2583, 0.2781, 0.4844, 0.4319, 0.497, 0.721, 0.5418, 0.5714, 0.6106, 0.5589, 0.5129, 0.523, 0.5254, 0.4045, 0.3362, 0.2228, 0.3752, 0.3512, 0.4423, 0.4423, 0.4916, 0.556, 0.6567, 0.8069, 0.9214, 1.0485, 1.1463, 1.2103, 1.1914, 1.0827, 1.1095, 1.0749, 1.0695, 1.0819, 0.9504, 0.9213, 0.796, 0.8713, 0.8321, 1.0476, 1.3382, 1.3316, 1.5857, 1.4489, 1.3466, 1.4665, 1.3739, 1.7471, 1.9311, 1.915, 1.6489, 1.6207, 1.5423, 1.9149, 1.8465, 1.8465, 1.7576, 1.7617, 1.9999, 2.0628, 2.5058, 2.4537, 2.3357, 2.4416, 2.0194, 1.8893, 1.9174, 1.8057, 1.9455]}
{"unit_id": "orig:2001281079827681322", "ticker_idx": 1, "ts": "2025-12-17T13:19:26+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have re-entered some positions yesterday and today. I love every one of these stocks.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Re-entered long positions in NBIS, IREN, CIFR, PATH, ONDS; high-growth portfolio, bullish on all five.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "I have re-entered some positions yesterday and today.\n\nThe Coffee House Stocks Portfolio now consists of the following names:\n\n$NBIS\n$IREN\n$CIFR\n$PATH\n$ONDS\n\nHigh growth. Execution is key. I love every one of these stocks.\n\nThanks to the lettuce hands for giving me some lovely positions!\n\nAre you bullish on these?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08318536041550173, "ret_signed_m1d": 0.08318536041550173, "alpha_spy_m1d": 0.072059340223255, "alpha_c_m1d": 0.0830023728713769, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.0001829875441248241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.059798713166375084, "ret_signed_p1d": 0.059798713166375084, "alpha_spy_p1d": 0.052247450456622824, "alpha_c_p1d": 0.0614461664943029, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": -0.001647453327927817, "ret_p1w": 0.24274721904268026, "ret_signed_p1w": 0.24274721904268026, "alpha_spy_p1w": 0.21143949301099374, "alpha_c_p1w": 0.2190463387234607, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.023700880319219575, "ret_p1m": 0.5361160824390212, "ret_signed_p1m": 0.5361160824390212, "alpha_spy_p1m": 0.5020298532389538, "alpha_c_p1m": 0.5373969952478949, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": -0.0012809128088736577, "ret_p3m": 0.3303730091977346, "ret_signed_p3m": 0.3303730091977346, "alpha_spy_p3m": 0.33095844448082923, "alpha_c_p3m": 0.4247844748905033, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0944114656927687, "ret_p6m": 0.6788040596149798, "ret_signed_p6m": 0.6788040596149798, "alpha_spy_p6m": 0.5737090311035391, "alpha_c_p6m": 0.7072620506506399, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.028457991035660046, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5361160824390212, "alpha_spy_stated": 0.5020298532389538, "alpha_c_stated": 0.5373969952478949, "price_path": [0.1439, 0.2404, 0.2365, 0.3955, 0.3703, 0.2392, 0.3597, 0.3893, 0.3937, 0.3919, 0.4938, 0.7096, 0.8259, 0.7789, 0.8902, 0.7694, 0.8988, 1.0592, 1.0124, 0.8304, 0.7975, 0.7531, 0.634, 0.5343, 0.6536, 0.862, 0.9239, 0.8478, 0.7886, 0.7235, 0.7984, 1.0056, 0.9725, 1.262, 0.9822, 0.8467, 0.7812, 0.6986, 0.6489, 0.4402, 0.3727, 0.4035, 0.4461, 0.3567, 0.2869, 0.251, 0.4355, 0.4053, 0.4343, 0.4343, 0.4153, 0.4355, 0.2173, 0.3014, 0.3751, 0.3236, 0.3718, 0.3866, 0.3002, 0.3008, 0.188, 0.0503, 0.0832, 0.0, 0.0598, 0.1818, 0.2445, 0.2454, 0.2427, 0.2427, 0.193, 0.1667, 0.1338, 0.1181, 0.1181, 0.2641, 0.4281, 0.3591, 0.2914, 0.3523, 0.3626, 0.4899, 0.5687, 0.5654, 0.5361, 0.7117, 0.7117, 0.6063, 0.5832, 0.5471, 0.6779, 0.55, 0.7759, 0.8632, 0.7715, 0.5909, 0.5713, 0.6101, 0.3304, 0.1779, 0.2383, 0.3662, 0.2709, 0.2632, 0.185, 0.2499, 0.2499, 0.2128, 0.2457, 0.2815, 0.1835, 0.254, 0.3455, 0.3034, 0.3097, 0.2123, 0.2253, 0.1501, 0.2978, 0.1878, 0.0864, 0.1498, 0.1285, 0.2427, 0.2247, 0.2309, 0.3304, 0.2718, 0.2496, 0.2333, 0.2223, 0.2481, 0.2173, 0.2265, 0.1086, 0.0388, -0.0639, 0.0148, 0.0092, 0.0293, 0.0293, 0.04, 0.058, 0.0903, 0.0971, 0.164, 0.275, 0.4023, 0.4452, 0.4121, 0.4245, 0.4423, 0.3372, 0.4325, 0.54, 0.4991, 0.4316, 0.3156, 0.2688, 0.3472, 0.3517, 0.4648, 0.6205, 0.8052, 0.6829, 0.8117, 0.6326, 0.6744, 0.6332, 0.7288, 0.5672, 0.4938, 0.4133, 0.5604, 0.7188, 0.6824, 0.6824, 0.7697, 1.0083, 0.8961, 0.881, 0.934, 0.9716, 0.9384, 0.8313, 0.6089, 0.7522, 0.5992, 0.5252, 0.6788]}
{"unit_id": "orig:2001281079827681322", "ticker_idx": 2, "ts": "2025-12-17T13:19:26+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have re-entered some positions yesterday and today. I love every one of these stocks.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Re-entered long positions in NBIS, IREN, CIFR, PATH, ONDS; high-growth portfolio, bullish on all five.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "I have re-entered some positions yesterday and today.\n\nThe Coffee House Stocks Portfolio now consists of the following names:\n\n$NBIS\n$IREN\n$CIFR\n$PATH\n$ONDS\n\nHigh growth. Execution is key. I love every one of these stocks.\n\nThanks to the lettuce hands for giving me some lovely positions!\n\nAre you bullish on these?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04169558120085948, "ret_signed_m1d": 0.04169558120085948, "alpha_spy_m1d": 0.030569561008612745, "alpha_c_m1d": 0.01895376150359862, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.022741819697260857, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05281440285442196, "ret_signed_p1d": 0.05281440285442196, "alpha_spy_p1d": 0.0452631401446697, "alpha_c_p1d": 0.03739015865843309, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.015424244195988868, "ret_p1w": 0.12717157236767496, "ret_signed_p1w": 0.12717157236767496, "alpha_spy_p1w": 0.09586384633598843, "alpha_c_p1w": 0.0760064619803511, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.05116511038732385, "ret_p1m": 0.2175121639863824, "ret_signed_p1m": 0.2175121639863824, "alpha_spy_p1m": 0.18342593478631497, "alpha_c_p1m": 0.17238240761176238, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.04512975637462002, "ret_p3m": 0.05211952620612781, "ret_signed_p3m": 0.05211952620612781, "alpha_spy_p3m": 0.052704961489222435, "alpha_c_p3m": 0.054985648962652345, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.002866122756524536, "ret_p6m": 0.5726197790723035, "ret_signed_p6m": 0.5726197790723035, "alpha_spy_p6m": 0.46752475056086285, "alpha_c_p6m": 0.2546197280779803, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": 0.31800005099432327, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2175121639863824, "alpha_spy_stated": 0.18342593478631497, "alpha_c_stated": 0.17238240761176238, "price_path": [-0.1466, -0.0299, -0.0167, -0.0174, -0.1897, -0.2029, -0.1209, -0.1251, -0.1244, -0.0403, 0.0215, 0.066, 0.0945, 0.2231, 0.2502, 0.1793, 0.4135, 0.4517, 0.4614, 0.3009, 0.3037, 0.3836, 0.2561, 0.1195, 0.1991, 0.4357, 0.4274, 0.3871, 0.3614, 0.3252, 0.296, 0.5817, 0.5643, 0.7172, 0.5087, 0.4378, 0.3655, 0.2974, 0.2078, 0.0375, -0.0021, -0.0028, 0.0132, 0.016, 0.0118, -0.0167, 0.1612, 0.2175, 0.3308, 0.3308, 0.4142, 0.3683, 0.2259, 0.2946, 0.378, 0.3398, 0.3537, 0.3593, 0.2842, 0.312, 0.1849, 0.0243, 0.0417, 0.0, 0.0528, 0.1265, 0.1355, 0.1056, 0.1272, 0.1272, 0.0556, 0.0479, 0.0139, 0.0257, 0.0257, 0.1258, 0.262, 0.2189, 0.1174, 0.1501, 0.1557, 0.2286, 0.2682, 0.2599, 0.2175, 0.3065, 0.3065, 0.2453, 0.2314, 0.2085, 0.221, 0.1459, 0.303, 0.3183, 0.23, 0.1091, 0.0987, 0.13, -0.0097, -0.1174, 0.0236, 0.1647, 0.1883, 0.1313, 0.1188, 0.1411, 0.1411, 0.0869, 0.0716, 0.098, 0.0181, 0.0577, 0.1897, 0.1543, 0.1452, 0.0841, 0.0952, 0.0222, 0.1147, 0.0528, -0.0535, -0.0056, -0.0299, -0.0195, -0.0473, -0.0215, 0.0521, 0.0486, 0.0195, 0.0174, -0.0264, 0.0347, 0.0341, 0.1035, -0.0028, -0.0448, -0.165, -0.1056, -0.1216, -0.1091, -0.1091, -0.0723, -0.0264, 0.0716, 0.1369, 0.1487, 0.2342, 0.2821, 0.2509, 0.205, 0.3461, 0.3405, 0.2536, 0.3509, 0.2988, 0.2648, 0.262, 0.1994, 0.1758, 0.2328, 0.1842, 0.2432, 0.5358, 0.5226, 0.4375, 0.4281, 0.4093, 0.394, 0.476, 0.549, 0.4128, 0.3287, 0.3065, 0.3537, 0.4955, 0.5268, 0.5268, 0.5997, 0.7484, 0.7088, 0.6435, 0.6685, 0.827, 0.8235, 0.7755, 0.5601, 0.688, 0.6008, 0.4607, 0.5726]}
{"unit_id": "orig:2001281079827681322", "ticker_idx": 3, "ts": "2025-12-17T13:19:26+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have re-entered some positions yesterday and today. I love every one of these stocks.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Re-entered long positions in NBIS, IREN, CIFR, PATH, ONDS; high-growth portfolio, bullish on all five.", "resolved_tickers": ["PATH"], "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": "I have re-entered some positions yesterday and today.\n\nThe Coffee House Stocks Portfolio now consists of the following names:\n\n$NBIS\n$IREN\n$CIFR\n$PATH\n$ONDS\n\nHigh growth. Execution is key. I love every one of these stocks.\n\nThanks to the lettuce hands for giving me some lovely positions!\n\nAre you bullish on these?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008145370559536236, "ret_signed_m1d": 0.008145370559536236, "alpha_spy_m1d": -0.002980649632710497, "alpha_c_m1d": -0.002980649632710497, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.011126020192246733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001253161511019285, "ret_signed_p1d": -0.001253161511019285, "alpha_spy_p1d": -0.008804424220771545, "alpha_c_p1d": -0.008804424220771545, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.00755126270975226, "ret_p1w": 0.07518795779429466, "ret_signed_p1w": 0.07518795779429466, "alpha_spy_p1w": 0.043880231762608135, "alpha_c_p1w": 0.043880231762608135, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.03130772603168652, "ret_p1m": -0.07330827528179551, "ret_signed_p1m": -0.07330827528179551, "alpha_spy_p1m": -0.10739450448186294, "alpha_c_p1m": -0.10739450448186294, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.03408622920006743, "ret_p3m": -0.27506267749561064, "ret_signed_p3m": -0.27506267749561064, "alpha_spy_p3m": -0.274477242212516, "alpha_c_p3m": -0.274477242212516, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0005854352830946263, "ret_p6m": -0.3327067924138435, "ret_signed_p6m": -0.3327067924138435, "alpha_spy_p6m": -0.4378018209252842, "alpha_c_p6m": -0.4378018209252842, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": 0.1050950285114407, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07330827528179551, "alpha_spy_stated": -0.10739450448186294, "alpha_c_stated": -0.10739450448186294, "price_path": [-0.2563, -0.1767, -0.2149, -0.2281, -0.2393, -0.235, -0.213, -0.1617, -0.1861, -0.2011, -0.1917, -0.0902, -0.0714, -0.0238, 0.1598, 0.0683, 0.0739, 0.0326, 0.0457, -0.0019, -0.0326, -0.0019, 0.0201, -0.0583, -0.0326, 0.0326, 0.0896, 0.0125, 0.0157, -0.0056, -0.0063, -0.0056, -0.1059, -0.0883, -0.114, -0.104, -0.1103, -0.0996, -0.1071, -0.1172, -0.1209, -0.1529, -0.1391, -0.1554, -0.2024, -0.1848, -0.166, -0.1472, -0.1485, -0.1485, -0.1316, -0.1153, -0.104, -0.0689, 0.1579, 0.1698, 0.2086, 0.1892, 0.1711, 0.1297, 0.0915, 0.0125, 0.0081, 0.0, -0.0013, 0.01, 0.0464, 0.0, 0.0752, 0.0752, 0.0551, 0.0558, 0.0445, 0.0269, 0.0269, -0.005, 0.0044, 0.0858, 0.1178, 0.0576, 0.0226, 0.0802, 0.0006, -0.037, -0.0733, -0.1015, -0.1015, -0.0996, -0.1103, -0.0508, -0.0727, -0.0658, -0.1003, -0.1159, -0.1698, -0.2112, -0.2143, -0.2387, -0.2274, -0.2431, -0.1924, -0.1855, -0.1886, -0.2675, -0.2995, -0.2907, -0.2907, -0.3145, -0.3045, -0.2976, -0.3233, -0.3628, -0.3672, -0.3772, -0.3289, -0.3277, -0.3296, -0.3083, -0.3064, -0.2763, -0.2569, -0.25, -0.2738, -0.2243, -0.2876, -0.2744, -0.2751, -0.2494, -0.2199, -0.2331, -0.2444, -0.24, -0.3064, -0.3152, -0.3083, -0.3302, -0.3189, -0.3045, -0.3095, -0.2957, -0.2957, -0.3014, -0.3139, -0.349, -0.3772, -0.4123, -0.3659, -0.3722, -0.3352, -0.3352, -0.3477, -0.3383, -0.3246, -0.3177, -0.3678, -0.3503, -0.3446, -0.3383, -0.3496, -0.3546, -0.3315, -0.3214, -0.3296, -0.3421, -0.3152, -0.3239, -0.3321, -0.3728, -0.4066, -0.3941, -0.3565, -0.3333, -0.339, -0.3252, -0.3377, -0.3152, -0.3152, -0.3051, -0.3008, -0.2744, -0.2657, -0.1792, -0.2368, -0.2688, -0.2688, -0.2957, -0.3001, -0.3264, -0.3264, -0.3327]}
{"unit_id": "orig:2001281079827681322", "ticker_idx": 4, "ts": "2025-12-17T13:19:26+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have re-entered some positions yesterday and today. I love every one of these stocks.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Re-entered long positions in NBIS, IREN, CIFR, PATH, ONDS; high-growth portfolio, bullish on all five.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "I have re-entered some positions yesterday and today.\n\nThe Coffee House Stocks Portfolio now consists of the following names:\n\n$NBIS\n$IREN\n$CIFR\n$PATH\n$ONDS\n\nHigh growth. Execution is key. I love every one of these stocks.\n\nThanks to the lettuce hands for giving me some lovely positions!\n\nAre you bullish on these?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09769338917353187, "ret_signed_m1d": 0.09769338917353187, "alpha_spy_m1d": 0.08656736898128514, "alpha_c_m1d": 0.08656736898128514, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.011126020192246733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.058344682748005416, "ret_signed_p1d": 0.058344682748005416, "alpha_spy_p1d": 0.050793420038253156, "alpha_c_p1d": 0.050793420038253156, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.00755126270975226, "ret_p1w": 0.23880600491329917, "ret_signed_p1w": 0.23880600491329917, "alpha_spy_p1w": 0.20749827888161265, "alpha_c_p1w": 0.20749827888161265, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.03130772603168652, "ret_p1m": 0.7394843818035832, "ret_signed_p1m": 0.7394843818035832, "alpha_spy_p1m": 0.7053981526035158, "alpha_c_p1m": 0.7053981526035158, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.03408622920006743, "ret_p3m": 0.4287652505400812, "ret_signed_p3m": 0.4287652505400812, "alpha_spy_p3m": 0.4293506858231758, "alpha_c_p3m": 0.4293506858231758, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0005854352830946263, "ret_p6m": 0.3337856277266902, "ret_signed_p6m": 0.3337856277266902, "alpha_spy_p6m": 0.22869059921524948, "alpha_c_p6m": 0.22869059921524948, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": 0.1050950285114407, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7394843818035832, "alpha_spy_stated": 0.7053981526035158, "alpha_c_stated": 0.7053981526035158, "price_path": [-0.0882, -0.0149, 0.0692, -0.0027, 0.0516, 0.0393, 0.0678, 0.0475, -0.0081, 0.2497, 0.3446, 0.4464, 0.5047, 0.5278, 0.4233, 0.251, 0.4668, 0.4125, 0.2904, 0.1126, 0.0326, 0.0543, -0.0244, -0.0855, -0.0421, 0.0122, 0.0217, -0.0787, -0.0841, -0.1465, -0.1262, -0.1655, -0.1913, -0.1859, -0.2877, -0.2117, -0.2022, -0.213, -0.2524, -0.1099, -0.0258, -0.1513, 0.0638, 0.0176, -0.1493, -0.0862, 0.1832, 0.1452, 0.118, 0.118, 0.0719, 0.0285, 0.095, 0.2103, 0.2469, 0.2307, 0.2239, 0.2524, 0.1296, 0.2239, 0.1872, 0.0434, 0.0977, 0.0, 0.0583, 0.251, 0.2578, 0.2157, 0.2388, 0.2388, 0.1506, 0.1479, 0.2198, 0.3243, 0.3243, 0.4953, 0.7001, 0.7422, 0.6526, 0.9009, 0.8575, 0.7897, 0.8847, 0.8399, 0.7395, 0.6499, 0.6499, 0.7815, 0.7028, 0.7123, 0.6513, 0.5142, 0.6635, 0.6649, 0.5292, 0.4057, 0.4437, 0.5441, 0.3134, 0.1506, 0.3148, 0.403, 0.3134, 0.2524, 0.2171, 0.2632, 0.2632, 0.3636, 0.502, 0.5455, 0.3609, 0.3826, 0.4111, 0.3976, 0.4179, 0.3677, 0.4478, 0.3596, 0.4261, 0.4233, 0.3338, 0.3189, 0.3582, 0.3338, 0.4016, 0.3786, 0.4288, 0.5305, 0.4695, 0.4586, 0.365, 0.479, 0.4491, 0.3989, 0.2809, 0.194, 0.1058, 0.2266, 0.1954, 0.3026, 0.3026, 0.2917, 0.2931, 0.2822, 0.2402, 0.2388, 0.2849, 0.2754, 0.3609, 0.384, 0.3569, 0.4559, 0.4749, 0.5007, 0.4301, 0.4315, 0.4858, 0.422, 0.2877, 0.3623, 0.4003, 0.3202, 0.2659, 0.2673, 0.2062, 0.2293, 0.2782, 0.2266, 0.2022, 0.521, 0.441, 0.3161, 0.2381, 0.27, 0.2456, 0.2293, 0.2293, 0.3256, 0.4654, 0.7978, 0.7938, 0.8263, 0.8426, 0.5753, 0.6242, 0.4152, 0.3976, 0.3094, 0.2632, 0.3338]}
{"unit_id": "orig:2023435957433930079", "ticker_idx": 0, "ts": "2026-02-16T16:35:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "At $67, this is the entry I've been waiting for.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RKLB at $67 into earnings; down 32% from ATH, $1.3B contracts, 21 successful launches, Neutron timeline update due.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB earnings in 10 days and nobody is talking about this setup.\n\n1. Down 32% from ATH. \n2. $1.3B in SDA contracts. \n3. 21 successful launches in 2025 with 100% mission success. \n4. Neutron timeline update coming on the call.\n\nAt $67, this is the entry I've been waiting for.\n\nHere's what I'm watching 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035055043205581504, "ret_signed_m1d": -0.035055043205581504, "alpha_spy_m1d": -0.033444159320324074, "alpha_c_m1d": -0.02985739274509991, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06481612274799686, "ret_signed_p1d": 0.06481612274799686, "alpha_spy_p1d": 0.05977841519742011, "alpha_c_p1d": 0.06504461785799998, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.0011446820969143179, "ret_signed_p1w": 0.0011446820969143179, "alpha_spy_p1w": -0.0054453219404044795, "alpha_c_p1w": -0.00970752143089948, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": -0.005866304711623305, "ret_signed_p1m": -0.005866304711623305, "alpha_spy_p1m": 0.02550221514694384, "alpha_c_p1m": 0.050679313574854334, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.7852339066059051, "ret_signed_p3m": 0.7852339066059051, "alpha_spy_p3m": 0.6997997313003677, "alpha_c_p3m": 0.8035021256959181, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005866304711623305, "alpha_spy_stated": 0.02550221514694384, "alpha_c_stated": 0.050679313574854334, "price_path": [-0.4351, -0.4234, -0.3926, -0.3905, -0.4001, -0.4001, -0.3971, -0.4224, -0.4005, -0.3601, -0.2936, -0.2981, -0.2623, -0.2355, -0.177, -0.091, -0.1202, -0.2072, -0.206, -0.2279, -0.1427, 0.009, 0.1096, 0.1043, 0.1043, 0.1043, 0.0109, 0.0033, 0.008, -0.0019, -0.0019, 0.0873, 0.118, 0.2309, 0.203, 0.1887, 0.2141, 0.2577, 0.2388, 0.3135, 0.2986, 0.3779, 0.3779, 0.2757, 0.2565, 0.2588, 0.272, 0.1515, 0.2448, 0.2673, 0.2259, 0.1457, 0.061, 0.1628, 0.0461, -0.0511, 0.0348, 0.0851, 0.0306, -0.0039, -0.0555, -0.0351, -0.0351, 0.0, 0.0648, 0.0957, 0.0139, 0.0046, 0.0011, 0.0044, 0.0395, -0.0113, 0.0155, 0.0034, 0.0289, 0.0016, 0.0031, 0.0228, -0.0137, 0.0296, -0.0217, -0.0212, 0.0203, 0.1245, -0.0059, 0.0292, -0.0381, -0.027, -0.0547, 0.0428, -0.0565, -0.1282, -0.179, -0.0811, -0.0625, -0.0309, -0.0309, -0.0318, -0.0511, -0.0116, -0.0451, -0.0263, 0.0104, 0.0333, 0.0531, 0.1866, 0.2133, 0.28, 0.2397, 0.2883, 0.2105, 0.1401, 0.1774, 0.1245, 0.102, 0.1806, 0.1276, 0.1491, 0.1269, 0.2112, 0.1243, 0.5091, 0.6791, 0.6821, 0.7764, 0.8966, 0.7852, 0.8767, 0.8216, 0.9213, 0.795, 0.9425, 0.9425, 1.0489, 1.1495, 1.118, 1.0529, 0.7512, 0.7645, 0.6412, 0.7163, 0.575, 0.6261, 0.5486, 0.5031, 0.6423, 0.465, 0.5632, 0.4971, 0.545, 0.5344, 0.5344, 0.435, 0.361, 0.2221, 0.1545, 0.2096, null, null, null, null, null, null, null, null, null, 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:2026930391836188896", "ticker_idx": 0, "ts": "2026-02-26T08:00:38+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA just don't stop printing. They are the centre of the entire AI race.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NVDA; durable AI leadership keeps it compounding.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KobeissiLetter $NVDA just don't stop printing. They are the centre of the entire AI race.", "reply_text": null, "parent_text": "BREAKING: Nvidia stock, $NVDA, extends gains to +4% after posting a record quarter, adding +$190 BILLION in market cap.\n\nEarnings results include:\n\n1. Record quarterly revenue of $68.1 billion\n2. Q1 2026 revenue guidance of $79.6 billion\n3. Data Center revenue up ~+1,200% since https://t.co/X0sCBnUYyQ", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": 0.057709968195838846, "ret_signed_m1d": 0.057709968195838846, "alpha_spy_m1d": 0.05212449842877631, "alpha_c_m1d": 0.023366157217717953, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.03434381097812089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.041646346652961186, "ret_signed_p1d": -0.041646346652961186, "alpha_spy_p1d": -0.03684440579434989, "alpha_c_p1d": -0.027957323292470804, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.013689023360490382, "ret_p1w": -0.008383441344087306, "ret_signed_p1w": -0.008383441344087306, "alpha_spy_p1w": 0.0032080151820310654, "alpha_c_p1w": 0.032052478335598544, "bench_spy_p1w": -0.011591456526118371, "bench_c_p1w": -0.04043591967968585, "ret_p1m": -0.09389870758928753, "ret_signed_p1m": -0.09389870758928753, "alpha_spy_p1m": -0.016315280943732136, "alpha_c_p1m": -0.002250425094633912, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.09164828249465362, "ret_p3m": 0.16215932818770828, "ret_signed_p3m": 0.16215932818770828, "alpha_spy_p3m": 0.07026906603132677, "alpha_c_p3m": -0.2993100545366809, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.4614693827243892, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09389870758928753, "alpha_spy_stated": -0.016315280943732136, "alpha_c_stated": -0.002250425094633912, "price_path": [-0.0269, -0.0186, -0.0287, -0.0082, -0.0134, 0.0036, 0.0004, -0.006, -0.0214, -0.0534, -0.0465, -0.0388, -0.0755, -0.0581, -0.0211, -0.0065, 0.0234, 0.0201, 0.0201, 0.0305, 0.018, 0.0143, 0.0087, 0.0087, 0.0214, 0.0175, 0.0127, 0.0228, 0.0008, -0.0002, 0.0003, 0.005, -0.0095, 0.0117, 0.0072, 0.0072, -0.0369, -0.0085, -0.0003, 0.015, 0.0085, 0.0196, 0.0359, 0.0412, 0.0337, 0.0039, -0.0246, -0.0579, -0.0704, 0.0028, 0.0279, 0.0197, 0.0279, 0.0111, -0.0112, -0.0112, 0.0004, 0.0167, 0.0163, 0.0267, 0.036, 0.0431, 0.0577, 0.0, -0.0416, -0.013, -0.0262, -0.01, -0.0084, -0.0382, -0.0121, -0.0006, 0.0062, -0.0094, -0.025, -0.009, -0.016, -0.0242, -0.0342, -0.0659, -0.05, -0.0524, -0.0335, -0.0738, -0.0939, -0.1066, -0.0567, -0.0494, -0.0405, -0.0405, -0.0392, -0.0367, -0.0151, -0.0052, 0.0203, 0.024, 0.0629, 0.0757, 0.0729, 0.0909, 0.0929, 0.0811, 0.0953, 0.0798, 0.1265, 0.1716, 0.153, 0.1318, 0.0795, 0.0734, 0.0736, 0.0629, 0.1241, 0.144, 0.164, 0.1869, 0.1942, 0.2215, 0.2751, 0.2187, 0.2025, 0.1933, 0.2087, 0.1873, 0.1647, 0.1647, 0.1622, 0.1499, 0.1589, 0.142, 0.2135, 0.2052, 0.1616, 0.1841, 0.1107, 0.1298, 0.1274, 0.0853, 0.1094, 0.1111, 0.1505, 0.1232, 0.1082, 0.1409, 0.1409, 0.1299, 0.0833, 0.0776, 0.06, 0.0426, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2011072391951368584", "ticker_idx": 0, "ts": "2026-01-13T13:46:36+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "How is the $OSS marketcap only $225 million😂😂 Insane value.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OSS: $225M market cap viewed as insane value, implying deep undervaluation.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "How is the $OSS marketcap only $225 million😂😂 \n\nInsane value. https://t.co/7xn9QowKM6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07522127142676172, "ret_signed_m1d": -0.07522127142676172, "alpha_spy_m1d": -0.07722478422954726, "alpha_c_m1d": -0.07733762591713078, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": 0.0021163544903690656, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03451321974031529, "ret_signed_p1d": 0.03451321974031529, "alpha_spy_p1d": 0.03942847264345428, "alpha_c_p1d": 0.04666500204871116, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.012151782308395864, "ret_p1w": -0.04601773884836147, "ret_signed_p1w": -0.04601773884836147, "alpha_spy_p1w": -0.02268145356257234, "alpha_c_p1w": -0.01434102784305702, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.03167671100530445, "ret_p1m": -0.163716845154267, "ret_signed_p1m": -0.163716845154267, "alpha_spy_p1m": -0.16110793593003314, "alpha_c_p1m": -0.13975464150994366, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": -0.023962203644323332, "ret_p3m": -0.30973450804626823, "ret_signed_p3m": -0.30973450804626823, "alpha_spy_p3m": -0.29178275738928705, "alpha_c_p3m": -0.28459336118408984, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": -0.025141146862178387, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.163716845154267, "alpha_spy_stated": -0.16110793593003314, "alpha_c_stated": -0.13975464150994366, "price_path": [-0.5035, -0.5416, -0.5283, -0.5319, -0.5584, -0.5451, -0.5381, -0.5336, -0.5522, -0.5478, -0.5611, -0.5575, -0.546, -0.5823, -0.4903, -0.5274, -0.5407, -0.5195, -0.5035, -0.5097, -0.5434, -0.5478, -0.5814, -0.5788, -0.6, -0.6159, -0.6053, -0.5894, -0.592, -0.4735, -0.4735, -0.4611, -0.4761, -0.4628, -0.454, -0.4195, -0.3823, -0.3478, -0.3301, -0.3159, -0.3062, -0.3301, -0.3938, -0.3823, -0.4, -0.3655, -0.3496, -0.3575, -0.3442, -0.3602, -0.3602, -0.3637, -0.3699, -0.3673, -0.3646, -0.3646, -0.3982, -0.3894, -0.4301, -0.3035, -0.2221, -0.2858, -0.0752, 0.0, 0.0345, -0.0398, -0.0566, -0.0566, -0.046, 0.0327, 0.0035, -0.0619, -0.1044, -0.0699, -0.0832, -0.0602, -0.1248, -0.1549, -0.1558, -0.2071, -0.2876, -0.1823, -0.146, -0.1575, -0.1637, -0.2434, -0.2301, -0.2301, -0.2673, -0.2611, -0.0673, -0.1398, -0.1973, -0.1858, -0.1991, -0.192, -0.2695, -0.2367, -0.2664, -0.2575, -0.2496, -0.2558, -0.2124, -0.1655, -0.123, -0.1018, -0.108, -0.0965, -0.054, -0.0053, -0.0912, -0.2195, -0.185, -0.2, -0.1965, -0.2442, -0.3217, -0.3619, -0.3301, -0.3575, -0.3239, -0.3239, -0.3168, -0.3257, -0.2947, -0.3071, -0.3097, -0.2159, -0.2248, -0.1301, -0.1363, -0.1221, -0.1044, -0.1212, -0.0796, -0.1345, -0.1407, -0.1195, -0.1796, -0.2221, -0.1602, -0.1124, -0.1363, -0.1354, 0.3566, 0.3363, 0.3876, 0.4088, 0.3761, 0.4035, 0.5257, 0.4575, 0.415, 0.3637, 0.3885, 0.4611, 0.5779, 0.5779, 0.5434, 0.554, 0.585, 0.6088, 0.6779, 0.7655, 0.6832, 0.6726, 0.4947, 0.4593, 0.3903, 0.3947, 0.4903, 0.4735, 0.5248, 0.5965, 0.6088, 0.6319, 0.6319, 0.6097, 0.5062, 0.4257, 0.4336, 0.4372, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2070123810964050203", "ticker_idx": 0, "ts": "2026-06-25T12:35:52+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we're definitely in a value area to buy important companies in the sector", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author calls PL, ASTS, RKLB value buys after sector selloff despite strong PL fundamentals; high-valuation compression risk acknowledged.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Nice insight from Kaizen here and valuable perspective on $PL.\n\nThis space selloff isn't sorting winners from losers. It's selling everything.\n\nLook at $PL since late May.\n\nPlanet Labs: Q1 revenue +42% to $94.2M, backlog +72% to over $906M. A beat. Yet, it's down 49% from May highs.\n\nThat's what a $SPCX -driven rotation looks like mainly. Now that $SPCX has fallen below IPO price we're reaching max pain on anyone who held.\n\nI've got three stocks in the Space sector I'm focused on:\n\n1. $PL\n2. $ASTS \n3. $RKLB \n\nI think we're definitely in a value area to buy important companies in the sector. But, do your own DD and risk management as high valuations means compression can continue.", "reply_text": null, "parent_text": null, "quoted_text": "I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more. \n\n$PL is down 48% of ath\n$RKLB: 43%\n$ASTS: 49%\n$SATL: 53%\n$RDW: 56%\n$FLY: 57%\n$BKSY: 51%\n\nLooks like the market did not punish the ATM as", "parent_author": null, "ret_m1d": -0.007921576386578089, "ret_signed_m1d": -0.007921576386578089, "alpha_spy_m1d": -0.006478028005514225, "alpha_c_m1d": 0.01331451152897778, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.021236087915555868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021124083783759406, "ret_signed_p1d": 0.021124083783759406, "alpha_spy_p1d": 0.02835545740062906, "alpha_c_p1d": 0.03698329650580412, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.015859212722044713, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0521, 0.0543, 0.1584, 0.3535, 0.3535, 0.321, 0.3267, 0.3787, 0.2912, 0.3078, 0.2946, 0.2799, 0.298, 0.5047, 0.4515, 0.4146, 0.4346, 0.4889, 0.4444, 0.3369, 0.3372, 0.3214, 0.2856, 0.3946, 0.3919, 0.4538, 0.4006, 0.4972, 0.3293, 0.4727, 0.5783, 0.5345, 0.5368, 0.6235, 0.57, 0.5696, 0.5688, 0.6092, 0.6024, 0.673, 0.673, 0.8227, 0.9042, 0.9389, 0.9291, 0.7525, 0.814, 0.6269, 0.642, 0.2154, 0.235, 0.1758, 0.1588, 0.2889, 0.175, 0.1535, 0.0641, 0.0645, 0.0649, 0.0649, 0.0853, 0.0762, -0.0079, 0.0, 0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070123810964050203", "ticker_idx": 1, "ts": "2026-06-25T12:35:52+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've got three stocks in the Space sector I'm focused on: 1. $PL 2. $ASTS 3. $RKLB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author calls PL, ASTS, RKLB value buys after sector selloff despite strong PL fundamentals; high-valuation compression risk acknowledged.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Nice insight from Kaizen here and valuable perspective on $PL.\n\nThis space selloff isn't sorting winners from losers. It's selling everything.\n\nLook at $PL since late May.\n\nPlanet Labs: Q1 revenue +42% to $94.2M, backlog +72% to over $906M. A beat. Yet, it's down 49% from May highs.\n\nThat's what a $SPCX -driven rotation looks like mainly. Now that $SPCX has fallen below IPO price we're reaching max pain on anyone who held.\n\nI've got three stocks in the Space sector I'm focused on:\n\n1. $PL\n2. $ASTS \n3. $RKLB \n\nI think we're definitely in a value area to buy important companies in the sector. But, do your own DD and risk management as high valuations means compression can continue.", "reply_text": null, "parent_text": null, "quoted_text": "I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more. \n\n$PL is down 48% of ath\n$RKLB: 43%\n$ASTS: 49%\n$SATL: 53%\n$RDW: 56%\n$FLY: 57%\n$BKSY: 51%\n\nLooks like the market did not punish the ATM as", "parent_author": null, "ret_m1d": 0.03642181178928605, "ret_signed_m1d": 0.03642181178928605, "alpha_spy_m1d": 0.037865360170349915, "alpha_c_m1d": 0.037865360170349915, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.0014435483810638639, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08884477228955645, "ret_signed_p1d": 0.08884477228955645, "alpha_spy_p1d": 0.0960761459064261, "alpha_c_p1d": 0.0960761459064261, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.007231373616869652, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.125, 0.2629, 0.2799, 0.4115, 0.4115, 0.4448, 0.4107, 0.47, 0.3961, 0.4462, 0.5082, 0.3497, 0.3244, 0.3859, 0.3034, 0.2344, 0.2193, 0.2902, 0.2001, 0.1643, 0.1765, 0.0954, 0.0645, 0.1262, 0.0803, 0.0428, -0.0267, 0.0771, -0.0041, 0.1437, 0.258, 0.1119, 0.14, 0.265, 0.2751, 0.3232, 0.3426, 0.3651, 0.4665, 0.6132, 0.6132, 0.8241, 0.975, 1.0282, 0.7283, 0.61, 0.8008, 0.6417, 0.635, 0.4264, 0.4029, 0.3519, 0.3307, 0.4867, 0.2559, 0.3345, 0.2534, 0.3019, 0.2292, 0.2292, 0.1154, 0.1105, 0.0364, 0.0, 0.0888, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070123810964050203", "ticker_idx": 2, "ts": "2026-06-25T12:35:52+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've got three stocks in the Space sector I'm focused on: 1. $PL 2. $ASTS 3. $RKLB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author calls PL, ASTS, RKLB value buys after sector selloff despite strong PL fundamentals; high-valuation compression risk acknowledged.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Nice insight from Kaizen here and valuable perspective on $PL.\n\nThis space selloff isn't sorting winners from losers. It's selling everything.\n\nLook at $PL since late May.\n\nPlanet Labs: Q1 revenue +42% to $94.2M, backlog +72% to over $906M. A beat. Yet, it's down 49% from May highs.\n\nThat's what a $SPCX -driven rotation looks like mainly. Now that $SPCX has fallen below IPO price we're reaching max pain on anyone who held.\n\nI've got three stocks in the Space sector I'm focused on:\n\n1. $PL\n2. $ASTS \n3. $RKLB \n\nI think we're definitely in a value area to buy important companies in the sector. But, do your own DD and risk management as high valuations means compression can continue.", "reply_text": null, "parent_text": null, "quoted_text": "I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more. \n\n$PL is down 48% of ath\n$RKLB: 43%\n$ASTS: 49%\n$SATL: 53%\n$RDW: 56%\n$FLY: 57%\n$BKSY: 51%\n\nLooks like the market did not punish the ATM as", "parent_author": null, "ret_m1d": 0.058495489873489515, "ret_signed_m1d": 0.058495489873489515, "alpha_spy_m1d": 0.05993903825455338, "alpha_c_m1d": 0.07973157778904538, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.021236087915555868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.047713450955919834, "ret_signed_p1d": 0.047713450955919834, "alpha_spy_p1d": 0.054944824572789486, "alpha_c_p1d": 0.06357266367796455, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.015859212722044713, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2889, -0.2041, -0.188, -0.1606, -0.1606, -0.1614, -0.1781, -0.1439, -0.1729, -0.1566, -0.1248, -0.105, -0.0879, 0.0278, 0.0509, 0.1087, 0.0737, 0.1159, 0.0485, -0.0125, 0.0198, -0.026, -0.0455, 0.0226, -0.0233, -0.0047, -0.0239, 0.0491, -0.0261, 0.3071, 0.4543, 0.4569, 0.5386, 0.6427, 0.5463, 0.6255, 0.5778, 0.6641, 0.5547, 0.6825, 0.6825, 0.7747, 0.8618, 0.8346, 0.7782, 0.5168, 0.5283, 0.4215, 0.4866, 0.3642, 0.4085, 0.3413, 0.3019, 0.4225, 0.2689, 0.3539, 0.2967, 0.3382, 0.329, 0.329, 0.2429, 0.1788, 0.0585, 0.0, 0.0477, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019064842611470733", "ticker_idx": 0, "ts": "2026-02-04T15:05:45+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying more $TE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long position in TE; urges holding through algorithmic volatility.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Buying more $TE.\n\nDon't let the algo's scare you. https://t.co/rl2yWwIFcD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17593792110719986, "ret_signed_m1d": 0.17593792110719986, "alpha_spy_m1d": 0.17107049025815235, "alpha_c_m1d": 0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": -0.05950841358498571, "alpha_spy_p1d": -0.047019129524661474, "alpha_c_p1d": -0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": -0.11384218787445677, "alpha_spy_p1w": -0.12225094225729516, "alpha_c_p1w": -0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": -0.11901682716997153, "alpha_spy_p1m": -0.11190502899080723, "alpha_c_p1m": -0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": -0.3402328729562084, "alpha_spy_p3m": -0.3894624832961614, "alpha_c_p3m": -0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11901682716997153, "alpha_spy_stated": -0.11190502899080723, "alpha_c_stated": -0.13477930843842467, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2008232732246135105", "ticker_idx": 0, "ts": "2026-01-05T17:42:49+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": "Set a small weekly buy (no matter the price)... Ignore the daily charts for 5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Advocates DCA-buying and holding BTC for 5+ years as a long-term wealth preservation strategy.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "How to use Bitcoin to protect your wealth (without the noise):\n\nMost people treat Bitcoin like a gambling app. The real value isn't the price - it's ownership.\n\nHere is the 3-step system to opt out of the old system:\n\n1. Set a small weekly buy (no matter the price). \n2. Move your coins to a hardware wallet immediately. \n3. Ignore the daily charts for 5 years.\n\nYou aren't just \"buying a stock.\" You are building a bank where you are the boss.\n\nCurious - how many of you are still keeping 100% of your savings in a traditional bank?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04194452726715481, "ret_signed_m1d": -0.04194452726715481, "alpha_spy_m1d": -0.03532838503642444, "alpha_c_m1d": -0.03532838503642444, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.006616142230730371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0016352711961346023, "ret_signed_p1d": -0.0016352711961346023, "alpha_spy_p1d": -0.007582429495505694, "alpha_c_p1d": -0.007582429495505694, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.005947158299371091, "ret_p1w": -0.028648160554988644, "ret_signed_p1w": -0.028648160554988644, "alpha_spy_p1w": -0.03946646405527887, "alpha_c_p1w": -0.03946646405527887, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.010818303500290227, "ret_p1m": -0.19438124445211513, "ret_signed_p1m": -0.19438124445211513, "alpha_spy_p1m": -0.1970131046824748, "alpha_c_p1m": -0.1970131046824748, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.0026318602303596617, "ret_p3m": -0.2875292908768078, "ret_signed_p3m": -0.2875292908768078, "alpha_spy_p3m": -0.24376303803799793, "alpha_c_p3m": -0.24376303803799793, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04376625283880986, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, -0.2403, -0.2895, -0.3181, -0.3204, -0.3511, -0.328, -0.3434, -0.3455, -0.323, -0.3232, -0.2939, -0.3012, -0.3138, -0.3301, -0.3232, -0.3188, -0.3325, -0.3503, -0.3639, -0.3607, null, null]}
{"unit_id": "orig:1999539755495616624", "ticker_idx": 0, "ts": "2025-12-12T18:00:02+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have initiated a swing trade in $IREN after the massive fall today in price", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Initiated a long swing trade in IREN after today's sharp price decline.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "I have initiated a swing trade in $IREN after the massive fall today in price.\n\nInspired by @conorstonks 💪 https://t.co/Hus3Ta4QoW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09494137695453331, "ret_signed_m1d": 0.09494137695453331, "alpha_spy_m1d": 0.08407243772321227, "alpha_c_m1d": 0.09639738463221403, "bench_spy_m1d": 0.01086893923132104, "bench_c_m1d": -0.0014560076776807263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11587344635217323, "ret_signed_p1d": -0.11587344635217323, "alpha_spy_p1d": -0.11436263780195544, "alpha_c_p1d": -0.11660127452288982, "bench_spy_p1d": -0.0015108085502177904, "bench_c_p1d": 0.0007278281707165934, "ret_p1w": -0.005233064878654492, "ret_signed_p1w": -0.005233064878654492, "alpha_spy_p1w": -0.0064668422141611615, "alpha_c_p1w": -0.003231150939311589, "bench_spy_p1w": 0.0012337773355066695, "bench_c_p1w": -0.002001913939342903, "ret_p1m": 0.2541739469586939, "ret_signed_p1m": 0.2541739469586939, "alpha_spy_p1m": 0.23150595131247997, "alpha_c_p1m": 0.24446989926297125, "bench_spy_p1m": 0.022667995646213912, "bench_c_p1m": 0.00970404769572264, "ret_p3m": 0.046100135182677304, "ret_signed_p3m": 0.046100135182677304, "alpha_spy_p3m": 0.05113336538830504, "alpha_c_p3m": 0.13957623563982902, "bench_spy_p3m": -0.005033230205627737, "bench_c_p3m": -0.09347610045715171, "ret_p6m": 0.47495631824783624, "ret_signed_p6m": 0.47495631824783624, "alpha_spy_p6m": 0.3845006167937879, "alpha_c_p6m": 0.5210034306117031, "bench_spy_p6m": 0.09045570145404835, "bench_c_p6m": -0.04604711236386683, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.005233064878654492, "alpha_spy_stated": -0.0064668422141611615, "alpha_c_stated": -0.003231150939311589, "price_path": [-0.0917, -0.0556, -0.0949, -0.0371, 0.0441, 0.0409, 0.1747, 0.1535, 0.0431, 0.1445, 0.1694, 0.1732, 0.1717, 0.2574, 0.4391, 0.537, 0.4974, 0.5911, 0.4894, 0.5983, 0.7334, 0.694, 0.5407, 0.5131, 0.4757, 0.3754, 0.2916, 0.392, 0.5674, 0.6195, 0.5554, 0.5056, 0.4508, 0.5138, 0.6883, 0.6604, 0.9041, 0.6686, 0.5544, 0.4994, 0.4299, 0.388, 0.2123, 0.1555, 0.1814, 0.2173, 0.142, 0.0832, 0.0531, 0.2083, 0.1829, 0.2073, 0.2073, 0.1914, 0.2083, 0.0247, 0.0954, 0.1575, 0.1141, 0.1547, 0.1672, 0.0944, 0.0949, 0.0, -0.1159, -0.0882, -0.1582, -0.1079, -0.0052, 0.0476, 0.0483, 0.0461, 0.0461, 0.0042, -0.0179, -0.0456, -0.0588, -0.0588, 0.064, 0.2021, 0.144, 0.0871, 0.1383, 0.147, 0.2542, 0.3205, 0.3177, 0.293, 0.4408, 0.4408, 0.3521, 0.3327, 0.3023, 0.4124, 0.3048, 0.4949, 0.5684, 0.4912, 0.3391, 0.3227, 0.3553, 0.1199, -0.0085, 0.0424, 0.15, 0.0698, 0.0633, -0.0025, 0.0521, 0.0521, 0.0209, 0.0486, 0.0787, -0.0037, 0.0556, 0.1326, 0.0972, 0.1024, 0.0204, 0.0314, -0.0319, 0.0924, -0.0001, -0.0855, -0.0321, -0.0501, 0.0461, 0.0309, 0.0361, 0.1199, 0.0705, 0.0518, 0.0381, 0.0289, 0.0506, 0.0247, 0.0324, -0.0668, -0.1256, -0.2121, -0.1458, -0.1505, -0.1336, -0.1336, -0.1246, -0.1094, -0.0822, -0.0765, -0.0202, 0.0733, 0.1804, 0.2165, 0.1886, 0.1991, 0.2141, 0.1256, 0.2058, 0.2963, 0.2619, 0.2051, 0.1074, 0.068, 0.1341, 0.1378, 0.233, 0.3641, 0.5196, 0.4166, 0.525, 0.3743, 0.4094, 0.3748, 0.4553, 0.3192, 0.2574, 0.1896, 0.3135, 0.4468, 0.4161, 0.4161, 0.4897, 0.6905, 0.5961, 0.5834, 0.628, 0.6596, 0.6317, 0.5415, 0.3543, 0.475]}
{"unit_id": "quote:2054513131611730084", "ticker_idx": 0, "ts": "2026-05-13T10:44:36+00:00", "symbol": "LEU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LEU is the bottleneck nobody has priced yet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Nuclear fuel (LEU) is the unpriced bottleneck in the hyperscaler-nuclear buildout; bullish on LEU and broader nuclear sector names.", "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": "quote", "lang": "en", "tweet_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ $SMR $OKLO $XE $URAA", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/SNxVvxuNsJ", "parent_author": null, "ret_m1d": 0.05215536845005109, "ret_signed_m1d": 0.05215536845005109, "alpha_spy_m1d": 0.05771907821090272, "alpha_c_m1d": 0.053196491476177554, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.001041123026126467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 5.2050157308913825e-05, "ret_signed_p1d": 5.2050157308913825e-05, "alpha_spy_p1d": -0.007842264747245586, "alpha_c_p1d": -0.007582896481135748, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.007634946638444662, "ret_p1w": -0.11959856633554511, "ret_signed_p1w": -0.11959856633554511, "alpha_spy_p1w": -0.11817062553548774, "alpha_c_p1w": -0.15725253800387817, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.037653971668333064, "ret_p1m": -0.1748739291235547, "ret_signed_p1m": -0.1748739291235547, "alpha_spy_p1m": -0.168744467272252, "alpha_c_p1m": -0.16602438340147962, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": -0.00884954572207508, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1748739291235547, "alpha_spy_stated": -0.168744467272252, "alpha_c_stated": -0.16602438340147962, "price_path": [0.0358, 0.0358, 0.0366, 0.0747, 0.0862, 0.0594, 0.0451, 0.0773, 0.0953, 0.097, 0.0535, 0.0815, 0.0262, 0.056, 0.0102, -0.0178, 0.0184, 0.0444, 0.0418, 0.1172, 0.0901, 0.1068, 0.1107, 0.084, 0.0665, -0.0289, 0.0068, 0.0184, 0.0049, 0.0052, -0.0489, -0.1237, -0.0973, -0.0476, -0.0473, -0.0473, -0.0457, -0.098, -0.0113, -0.0631, -0.0265, -0.0017, 0.0042, 0.0285, 0.0505, 0.0589, 0.038, -0.004, 0.1288, 0.1418, 0.0693, 0.1543, 0.0691, -0.0017, 0.097, 0.0745, 0.076, 0.0714, 0.2028, 0.0727, 0.0781, 0.1087, 0.0522, 0.0, 0.0001, -0.0505, -0.1007, -0.1212, -0.1196, -0.0788, -0.0673, -0.0673, -0.0465, -0.0633, -0.0356, -0.0512, -0.0172, 0.0355, -0.0553, -0.0292, -0.1588, -0.1486, -0.1887, -0.2376, -0.1749, -0.1546, -0.0814, -0.1396, -0.1144, -0.0048, -0.0048, -0.0449, -0.077, -0.1101, -0.114, -0.1393, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054513131611730084", "ticker_idx": 1, "ts": "2026-05-13T10:44:36+00:00", "symbol": "CCJ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CCJ $SMR $OKLO $XE $URAA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Nuclear fuel (LEU) is the unpriced bottleneck in the hyperscaler-nuclear buildout; bullish on LEU and broader nuclear sector names.", "resolved_tickers": ["CCJ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Uranium'", "bench_c_industry": "Uranium", "unit_kind": "quote", "lang": "en", "tweet_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ $SMR $OKLO $XE $URAA", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/SNxVvxuNsJ", "parent_author": null, "ret_m1d": 0.013346051856080399, "ret_signed_m1d": 0.013346051856080399, "alpha_spy_m1d": 0.01890976161693203, "alpha_c_m1d": 0.014387174882206866, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.001041123026126467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024958811583773444, "ret_signed_p1d": -0.024958811583773444, "alpha_spy_p1d": -0.032853126488327944, "alpha_c_p1d": -0.032593758222218105, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.007634946638444662, "ret_p1w": -0.09853542600505483, "ret_signed_p1w": -0.09853542600505483, "alpha_spy_p1w": -0.09710748520499746, "alpha_c_p1w": -0.1361893976733879, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.037653971668333064, "ret_p1m": -0.14230001088307775, "ret_signed_p1m": -0.14230001088307775, "alpha_spy_p1m": -0.13617054903177506, "alpha_c_p1m": -0.13345046516100267, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": -0.00884954572207508, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14230001088307775, "alpha_spy_stated": -0.13617054903177506, "alpha_c_stated": -0.13345046516100267, "price_path": [-0.0216, -0.0216, -0.0212, 0.0096, 0.0315, 0.0517, 0.0291, 0.0493, 0.0375, 0.0242, 0.0261, 0.0897, 0.0208, 0.042, -0.01, -0.0495, 0.0065, 0.0406, 0.0, -0.0008, -0.0647, -0.044, -0.0335, -0.0519, -0.0762, -0.1199, -0.0851, -0.0637, -0.0552, -0.0929, -0.0994, -0.1088, -0.0588, -0.0369, -0.0244, -0.0244, -0.0426, -0.0447, 0.0044, 0.0013, 0.0056, 0.0114, 0.0058, 0.0322, 0.0423, 0.0457, 0.0713, 0.0106, 0.096, 0.0733, 0.0586, 0.0669, 0.008, -0.0095, 0.0663, 0.0452, 0.0249, -0.0081, 0.0725, 0.0288, 0.0118, 0.0412, 0.0133, 0.0, -0.025, -0.0683, -0.0888, -0.1029, -0.0985, -0.0872, -0.0922, -0.0922, -0.0626, -0.0689, -0.0413, -0.0233, -0.0243, 0.0444, -0.0072, -0.0119, -0.1036, -0.0862, -0.1137, -0.1764, -0.1423, -0.1251, -0.0725, -0.0651, -0.0842, -0.0771, -0.0771, -0.0721, -0.0563, -0.0758, -0.1023, -0.0945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054513131611730084", "ticker_idx": 2, "ts": "2026-05-13T10:44:36+00:00", "symbol": "SMR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CCJ $SMR $OKLO $XE $URAA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Nuclear fuel (LEU) is the unpriced bottleneck in the hyperscaler-nuclear buildout; bullish on LEU and broader nuclear sector names.", "resolved_tickers": ["SMR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "quote", "lang": "en", "tweet_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ $SMR $OKLO $XE $URAA", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/SNxVvxuNsJ", "parent_author": null, "ret_m1d": 0.0033444784051375187, "ret_signed_m1d": 0.0033444784051375187, "alpha_spy_m1d": 0.00890818816598915, "alpha_c_m1d": -0.0008602066315757106, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": 0.004204685036713229, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008361235882171414, "ret_signed_p1d": 0.008361235882171414, "alpha_spy_p1d": 0.00046692097761691365, "alpha_c_p1d": 0.0032350882828813265, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.005126147599290087, "ret_p1w": -0.1312708770749692, "ret_signed_p1w": -0.1312708770749692, "alpha_spy_p1w": -0.12984293627491184, "alpha_c_p1w": -0.11462534616399256, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.016645530910976647, "ret_p1m": -0.1998328039882724, "ret_signed_p1m": -0.1998328039882724, "alpha_spy_p1m": -0.19370334213696971, "alpha_c_p1m": -0.20864515424730223, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.008812350259029822, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1998328039882724, "alpha_spy_stated": -0.19370334213696971, "alpha_c_stated": -0.20864515424730223, "price_path": [0.1965, 0.1965, 0.1931, 0.1873, 0.2241, 0.1237, 0.0535, 0.1229, 0.102, 0.1145, 0.0744, 0.0911, 0.0477, 0.0485, 0.0184, -0.0242, 0.0167, 0.0059, 0.0351, -0.0167, -0.0134, 0.0008, 0.0401, 0.0059, 0.0025, -0.0435, -0.0217, -0.0443, -0.0226, -0.0811, -0.1388, -0.143, -0.0936, -0.1421, -0.1513, -0.1513, -0.1497, -0.2341, -0.1756, -0.2224, -0.2299, -0.199, -0.143, -0.0209, -0.046, 0.0577, 0.0694, -0.0242, 0.1346, 0.0635, 0.0, 0.0577, -0.0117, -0.0535, 0.0418, 0.0151, 0.0184, -0.0075, 0.1304, 0.0518, 0.0493, 0.1112, 0.0033, 0.0, 0.0084, -0.061, -0.1237, -0.1589, -0.1313, -0.0527, -0.0468, -0.0468, 0.0217, 0.0092, 0.0192, 0.0594, 0.0778, 0.1664, 0.0259, 0.0033, -0.1221, -0.1003, -0.1639, -0.2232, -0.1998, -0.1731, -0.1104, -0.1731, -0.1355, -0.0184, -0.0184, -0.0602, -0.092, -0.1463, -0.158, -0.1555, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054513131611730084", "ticker_idx": 3, "ts": "2026-05-13T10:44:36+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CCJ $SMR $OKLO $XE $URAA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Nuclear fuel (LEU) is the unpriced bottleneck in the hyperscaler-nuclear buildout; bullish on LEU and broader nuclear sector names.", "resolved_tickers": ["OKLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "quote", "lang": "en", "tweet_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ $SMR $OKLO $XE $URAA", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/SNxVvxuNsJ", "parent_author": null, "ret_m1d": 0.05699100463108375, "ret_signed_m1d": 0.05699100463108375, "alpha_spy_m1d": 0.06255471439193538, "alpha_c_m1d": 0.06255471439193538, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.005563709760851632, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03517089360948977, "ret_signed_p1d": -0.03517089360948977, "alpha_spy_p1d": -0.04306520851404427, "alpha_c_p1d": -0.04306520851404427, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.0078943149045545, "ret_p1w": -0.1016365411836141, "ret_signed_p1w": -0.1016365411836141, "alpha_spy_p1w": -0.10020860038355672, "alpha_c_p1w": -0.10020860038355672, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.0014279408000573701, "ret_p1m": -0.1693942353060235, "ret_signed_p1m": -0.1693942353060235, "alpha_spy_p1m": -0.1632647734547208, "alpha_c_p1m": -0.1632647734547208, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": -0.006129461851302698, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1693942353060235, "alpha_spy_stated": -0.1632647734547208, "alpha_c_stated": -0.1632647734547208, "price_path": [-0.057, -0.057, -0.029, -0.0326, -0.029, -0.0837, -0.0943, -0.066, -0.0479, -0.0085, -0.0963, -0.0715, -0.0913, -0.0576, -0.1095, -0.1638, -0.1131, -0.1189, -0.0991, -0.1446, -0.1621, -0.1431, -0.1311, -0.186, -0.2149, -0.2252, -0.1924, -0.211, -0.2066, -0.2562, -0.2789, -0.3457, -0.2881, -0.3099, -0.3091, -0.3091, -0.3, -0.3312, -0.2792, -0.3145, -0.2786, -0.2257, -0.1591, -0.0906, -0.0782, -0.0409, -0.022, -0.1012, 0.0395, 0.0976, 0.0192, 0.09, -0.0082, -0.0672, 0.0408, 0.0106, -0.0152, -0.0184, 0.143, 0.0312, 0.0409, 0.1216, 0.057, 0.0, -0.0352, -0.1064, -0.1593, -0.1978, -0.1016, -0.0656, -0.0543, -0.0543, -0.0138, -0.0264, -0.0225, -0.0399, -0.0398, 0.0547, -0.0639, -0.0613, -0.1661, -0.1539, -0.1892, -0.2245, -0.1694, -0.1747, -0.1281, -0.1753, -0.1556, -0.1219, -0.1219, -0.1616, -0.179, -0.2239, -0.2677, -0.2822, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1999055759829528930", "ticker_idx": 0, "ts": "2025-12-11T09:56:48+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Brought some more $ONDS this morning 😍 Good reversal incoming!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to ONDS position expecting a good reversal.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Brought some more $ONDS this morning 😍\n\nGood reversal incoming! https://t.co/5Jb1CAFsdV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07705106576799958, "ret_signed_m1d": -0.07705106576799958, "alpha_spy_m1d": -0.07472952184395631, "alpha_c_m1d": -0.07472952184395631, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.002321543924043268, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029933530383723816, "ret_signed_p1d": -0.029933530383723816, "alpha_spy_p1d": -0.019181454808441134, "alpha_c_p1d": -0.019181454808441134, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": -0.010752075575282682, "ret_p1w": -0.13525501165343434, "ret_signed_p1w": -0.13525501165343434, "alpha_spy_p1w": -0.11682696424528927, "alpha_c_p1w": -0.11682696424528927, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.018428047408145076, "ret_p1m": 0.5177382356560836, "ret_signed_p1m": 0.5177382356560836, "alpha_spy_p1m": 0.5076523158494508, "alpha_c_p1m": 0.5076523158494508, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.01008591980663276, "ret_p3m": 0.10975606661594495, "ret_signed_p3m": 0.10975606661594495, "alpha_spy_p3m": 0.12425031240527795, "alpha_c_p3m": 0.12425031240527795, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.014494245789333005, "ret_p6m": 0.15631926561583454, "ret_signed_p6m": 0.15631926561583454, "alpha_spy_p6m": 0.08002514194910604, "alpha_c_p6m": 0.08002514194910604, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.0762941236667285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5177382356560836, "alpha_spy_stated": 0.5076523158494508, "alpha_c_stated": 0.5076523158494508, "price_path": [-0.2927, -0.3248, -0.3237, -0.2683, -0.255, -0.1951, -0.1264, -0.1851, -0.1408, -0.1508, -0.1275, -0.1441, -0.1896, 0.0211, 0.0987, 0.1818, 0.2295, 0.2483, 0.163, 0.0222, 0.1984, 0.1541, 0.0543, -0.0909, -0.1563, -0.1386, -0.2029, -0.2528, -0.2173, -0.1729, -0.1652, -0.2472, -0.2517, -0.3027, -0.286, -0.3182, -0.3392, -0.3348, -0.418, -0.3559, -0.3481, -0.357, -0.3891, -0.2727, -0.204, -0.3065, -0.1308, -0.1685, -0.3049, -0.2533, -0.0333, -0.0643, -0.0865, -0.0865, -0.1242, -0.1596, -0.1053, -0.0111, 0.0188, 0.0055, 0.0, 0.0233, -0.0771, 0.0, -0.0299, -0.1475, -0.1031, -0.1829, -0.1353, 0.0222, 0.0277, -0.0067, 0.0122, 0.0122, -0.0599, -0.0621, -0.0033, 0.082, 0.082, 0.2217, 0.3891, 0.4235, 0.3503, 0.5532, 0.5177, 0.4623, 0.5399, 0.5033, 0.4213, 0.3481, 0.3481, 0.4557, 0.3914, 0.3991, 0.3492, 0.2373, 0.3592, 0.3603, 0.2494, 0.1486, 0.1796, 0.2616, 0.0732, -0.0599, 0.0743, 0.1463, 0.0732, 0.0233, -0.0055, 0.0322, 0.0322, 0.1142, 0.2273, 0.2627, 0.112, 0.1297, 0.153, 0.1419, 0.1585, 0.1175, 0.1829, 0.1109, 0.1652, 0.163, 0.0898, 0.0776, 0.1098, 0.0898, 0.1452, 0.1264, 0.1674, 0.2506, 0.2007, 0.1918, 0.1153, 0.2084, 0.184, 0.143, 0.0466, -0.0244, -0.0965, 0.0022, -0.0233, 0.0643, 0.0643, 0.0554, 0.0565, 0.0477, 0.0133, 0.0122, 0.0499, 0.0421, 0.112, 0.1308, 0.1086, 0.1896, 0.2051, 0.2262, 0.1685, 0.1696, 0.214, 0.1619, 0.0521, 0.1131, 0.1441, 0.0787, 0.0344, 0.0355, -0.0144, 0.0044, 0.0443, 0.0022, -0.0177, 0.2428, 0.1774, 0.0754, 0.0116, 0.0377, 0.0177, 0.0044, 0.0044, 0.0831, 0.1973, 0.469, 0.4656, 0.4922, 0.5055, 0.2871, 0.3271, 0.1563]}
{"unit_id": "quote:2068673534201655692", "ticker_idx": 0, "ts": "2026-06-21T12:32:59+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Since I entered, Ouster has only grown more compelling as a company, so with any dips I will look to add where appropriate", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long OUST position with 81% gain; plans to add on dips as company fundamentals remain compelling.", "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": "Love this chart from mon here. I had a similar strategy when I initiated a long-term position in $OUST in early may.\n\nAfter earnings, there was a massive sell-off. I initiated my first tranche buy at $26.47. Earnings were great and the market was being incredibly irrational.\n\n$OUST continued to fall, and I managed to enter a second tranche at market open for $23.90. Golden opportunity.\n\nI then opened a small third tranche buy as $OUST rose at $30.19. \n\nThis strategy has been fantastic and puts me at a current profit of 81% in under two months. Since I entered, Ouster has only grown more compelling as a company, so with any dips I will look to add where appropriate as mon shows below.", "reply_text": null, "parent_text": null, "quoted_text": "This is one of the most important rules in my long-term investment strategy.\n\nInstead of putting all my money in at once, I like to build my position in tranches, as long as the opportunity still looks attractive.\n\nI don't try to buy the bottom. What I do instead is buy a little https://t.co/Menjr7ZsbB", "parent_author": null, "ret_m1d": -0.02328021399427438, "ret_signed_m1d": -0.02328021399427438, "alpha_spy_m1d": -0.026437128433874135, "alpha_c_m1d": -0.018398671912335463, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052852358255755294, "ret_signed_p1d": -0.052852358255755294, "alpha_spy_p1d": -0.03833040424526368, "alpha_c_p1d": -0.011426432115126062, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5759, -0.595, -0.6296, -0.6512, -0.6147, -0.6095, -0.5912, -0.5912, -0.595, -0.5946, -0.5751, -0.5799, -0.5661, -0.5411, -0.5088, -0.4874, -0.4931, -0.4912, -0.4308, -0.4209, -0.4178, -0.4461, -0.4081, -0.4354, -0.452, -0.4643, -0.4346, -0.4453, -0.4096, -0.4002, -0.3835, -0.4859, -0.4715, -0.4379, -0.4316, -0.2833, -0.2689, -0.2689, -0.3553, -0.3767, -0.3526, -0.2641, -0.2234, -0.2234, -0.1044, -0.0724, -0.1122, -0.0342, -0.0577, -0.0346, -0.078, -0.0124, -0.1678, -0.1426, -0.1921, -0.1948, -0.1693, -0.1653, -0.0524, -0.1038, -0.146, -0.0233, -0.0233, 0.0, -0.0529, -0.1462, -0.1229, -0.1187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058621741463753089", "ticker_idx": 0, "ts": "2026-05-24T18:50:45+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The $OUST thesis is still getting started - so many catalysts waiting to come. The industry itself is only in its infancy stages…", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish OUST; thesis just getting started with multiple catalysts ahead in an early-stage industry.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@medc3005 It’s an exciting time indeed - you can really feel the retail hype growing.\n\nEven better? The $OUST thesis is still getting started - so many catalysts waiting to come. The industry itself is only in its infancy stages…", "reply_text": null, "parent_text": "@CoffeeStocksGuy It’s an exciting company - looks like it could have an explosive few weeks…", "quoted_text": null, "parent_author": "medc3005", "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021310702753870135", "ticker_idx": 0, "ts": "2026-02-10T19:50:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space & defense ( $RKLB), satellite data ( $PL), and fiber infrastructure ( $ONDS) are building real revenue with real contracts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB, PL, ONDS as real-revenue hardware/infrastructure plays vs. AI-threatened software stocks.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Market observation:\n\nSoftware stocks getting crushed as AI automation concerns spread.\n\nMeanwhile, space & defense ( $RKLB), satellite data ( $PL), and fiber infrastructure ( $ONDS) are building real revenue with real contracts.\n\nThe future isn't all software. Invest in atoms, not just bits.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0528945942407657, "ret_signed_m1d": 0.0528945942407657, "alpha_spy_m1d": 0.05025056400959915, "alpha_c_m1d": 0.05410208765026847, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03345822676048038, "ret_signed_p1d": -0.03345822676048038, "alpha_spy_p1d": -0.03322710461681588, "alpha_c_p1d": -0.03880586137879605, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.029709835150844466, "ret_signed_p1w": -0.029709835150844466, "alpha_spy_p1w": -0.01631618724198125, "alpha_c_p1w": -0.036437487437902316, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": -0.0009718130780301815, "ret_signed_p1m": -0.0009718130780301815, "alpha_spy_p1m": 0.02184207907383484, "alpha_c_p1m": 0.024443585823459513, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": 0.4642510482870881, "ret_signed_p3m": 0.4642510482870881, "alpha_spy_p3m": 0.3956004132996105, "alpha_c_p3m": 0.46553518974427943, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0009718130780301815, "alpha_spy_stated": 0.02184207907383484, "alpha_c_stated": 0.024443585823459513, "price_path": [-0.3718, -0.3678, -0.3987, -0.4061, -0.3944, -0.4519, -0.4405, -0.4107, -0.4086, -0.4179, -0.4179, -0.415, -0.4395, -0.4183, -0.3791, -0.3146, -0.319, -0.2842, -0.2582, -0.2014, -0.118, -0.1463, -0.2307, -0.2296, -0.2509, -0.1681, -0.021, 0.0766, 0.0715, 0.0715, 0.0715, -0.0192, -0.0265, -0.0219, -0.0315, -0.0315, 0.055, 0.0848, 0.1944, 0.1673, 0.1534, 0.178, 0.2203, 0.202, 0.2745, 0.26, 0.3369, 0.3369, 0.2378, 0.2192, 0.2214, 0.2342, 0.1173, 0.2078, 0.2296, 0.1895, 0.1116, 0.0294, 0.1283, 0.015, -0.0793, 0.004, 0.0529, 0.0, -0.0335, -0.0836, -0.0637, -0.0637, -0.0297, 0.0332, 0.0632, -0.0162, -0.0253, -0.0286, -0.0254, 0.0086, -0.0407, -0.0147, -0.0264, -0.0017, -0.0282, -0.0267, -0.0076, -0.043, -0.001, -0.0508, -0.0503, -0.01, 0.0911, -0.0354, -0.0014, -0.0666, -0.0559, -0.0827, 0.0118, -0.0845, -0.1541, -0.2034, -0.1084, -0.0904, -0.0597, -0.0597, -0.0605, -0.0793, -0.041, -0.0734, -0.0553, -0.0196, 0.0026, 0.0218, 0.1513, 0.1773, 0.242, 0.2028, 0.25, 0.1745, 0.1062, 0.1424, 0.0911, 0.0693, 0.1455, 0.0941, 0.115, 0.0934, 0.1752, 0.0909, 0.4643, 0.6292, 0.6321, 0.7236, 0.8402, 0.7322, 0.8209, 0.7675, 0.8642, 0.7416, 0.8848, 0.8848, 0.9881, 1.0857, 1.0551, 0.9919, 0.6992, 0.7121, 0.5924, 0.6653, 0.5283, 0.5778, 0.5026, 0.4584, 0.5935, 0.4215, 0.5167, 0.4526, 0.4991, 0.4888, 0.4888, 0.3923, 0.3206, 0.1858, 0.1202, 0.1737, null, null, null, null, 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:2021310702753870135", "ticker_idx": 1, "ts": "2026-02-10T19:50:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space & defense ( $RKLB), satellite data ( $PL), and fiber infrastructure ( $ONDS) are building real revenue with real contracts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB, PL, ONDS as real-revenue hardware/infrastructure plays vs. AI-threatened software stocks.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Market observation:\n\nSoftware stocks getting crushed as AI automation concerns spread.\n\nMeanwhile, space & defense ( $RKLB), satellite data ( $PL), and fiber infrastructure ( $ONDS) are building real revenue with real contracts.\n\nThe future isn't all software. Invest in atoms, not just bits.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05397101767548862, "ret_signed_m1d": 0.05397101767548862, "alpha_spy_m1d": 0.05132698744432207, "alpha_c_m1d": 0.05517851108499139, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05002199434842325, "ret_signed_p1d": -0.05002199434842325, "alpha_spy_p1d": -0.04979087220475875, "alpha_c_p1d": -0.055369628966738915, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.025449837988357427, "ret_signed_p1w": -0.025449837988357427, "alpha_spy_p1w": -0.012056190079494211, "alpha_c_p1w": -0.03217749027541528, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": 0.11627904835777203, "ret_signed_p1m": 0.11627904835777203, "alpha_spy_p1m": 0.13909294050963705, "alpha_c_p1m": 0.14169444725926172, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": 0.7130320029486488, "ret_signed_p3m": 0.7130320029486488, "alpha_spy_p3m": 0.6443813679611712, "alpha_c_p3m": 0.7143161444058401, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11627904835777203, "alpha_spy_stated": 0.13909294050963705, "alpha_c_stated": 0.14169444725926172, "price_path": [-0.4993, -0.4998, -0.5081, -0.4976, -0.4827, -0.5072, -0.5103, -0.4936, -0.4853, -0.4857, -0.4857, -0.4778, -0.4866, -0.4835, -0.473, -0.4322, -0.4397, -0.4318, -0.4366, -0.4322, -0.2334, -0.1996, -0.208, -0.2154, -0.2773, -0.2326, -0.1584, -0.0961, -0.0904, -0.1084, -0.1084, -0.1505, -0.1281, -0.1338, -0.1347, -0.1347, -0.1044, -0.0614, -0.0417, -0.0079, -0.0154, -0.0035, 0.1163, 0.111, 0.1729, 0.2409, 0.2628, 0.2628, 0.2286, 0.1575, 0.1435, 0.1821, 0.1351, 0.2317, 0.2233, 0.1562, 0.0957, 0.0026, 0.0509, -0.0448, -0.1036, -0.0233, 0.054, 0.0, -0.05, -0.0654, -0.0162, -0.0162, -0.0254, 0.0417, 0.1018, 0.0487, 0.0434, 0.0842, 0.0807, 0.1233, 0.0592, 0.1566, 0.1101, 0.1409, 0.079, 0.1093, 0.133, 0.1145, 0.1163, 0.0957, 0.0878, 0.0794, 0.1882, 0.0886, 0.183, 0.4844, 0.484, 0.3967, 0.552, 0.4217, 0.3541, 0.2238, 0.2264, 0.3475, 0.5744, 0.5744, 0.5366, 0.5432, 0.6038, 0.502, 0.5213, 0.5059, 0.4888, 0.5099, 0.7503, 0.6885, 0.6455, 0.6687, 0.7319, 0.6801, 0.5551, 0.5555, 0.5371, 0.4954, 0.6222, 0.6191, 0.6911, 0.6292, 0.7416, 0.5463, 0.713, 0.8359, 0.785, 0.7876, 0.8885, 0.8262, 0.8258, 0.8249, 0.8719, 0.864, 0.946, 0.946, 1.1202, 1.215, 1.2554, 1.244, 1.0386, 1.1101, 0.8925, 0.91, 0.4138, 0.4366, 0.3677, 0.348, 0.4993, 0.3668, 0.3418, 0.2378, 0.2383, 0.2387, 0.2387, 0.2624, 0.2519, 0.154, 0.1632, 0.1878, null, null, null, null, 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:2021310702753870135", "ticker_idx": 2, "ts": "2026-02-10T19:50:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space & defense ( $RKLB), satellite data ( $PL), and fiber infrastructure ( $ONDS) are building real revenue with real contracts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB, PL, ONDS as real-revenue hardware/infrastructure plays vs. AI-threatened software stocks.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Market observation:\n\nSoftware stocks getting crushed as AI automation concerns spread.\n\nMeanwhile, space & defense ( $RKLB), satellite data ( $PL), and fiber infrastructure ( $ONDS) are building real revenue with real contracts.\n\nThe future isn't all software. Invest in atoms, not just bits.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06818180026907794, "ret_signed_m1d": 0.06818180026907794, "alpha_spy_m1d": 0.06553777003791139, "alpha_c_m1d": 0.06553777003791139, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04648768065625397, "ret_signed_p1d": -0.04648768065625397, "alpha_spy_p1d": -0.046256558512589474, "alpha_c_p1d": -0.046256558512589474, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": 0.03822312746842038, "ret_signed_p1w": 0.03822312746842038, "alpha_spy_p1w": 0.0516167753772836, "alpha_c_p1w": 0.0516167753772836, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.015495827872037404, "ret_signed_p1m": 0.015495827872037404, "alpha_spy_p1m": 0.03830972002390243, "alpha_c_p1m": 0.03830972002390243, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": -0.06404957293519664, "ret_signed_p3m": -0.06404957293519664, "alpha_spy_p3m": -0.13270020792267423, "alpha_c_p3m": -0.13270020792267423, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.06865063498747759, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015495827872037404, "alpha_spy_stated": 0.03830972002390243, "alpha_c_stated": 0.03830972002390243, "price_path": [-0.3223, -0.2583, -0.3538, -0.1901, -0.2252, -0.3523, -0.3042, -0.0992, -0.1281, -0.1488, -0.1488, -0.1839, -0.2169, -0.1663, -0.0785, -0.0506, -0.063, -0.0682, -0.0465, -0.14, -0.0682, -0.0961, -0.2056, -0.1643, -0.2386, -0.1942, -0.0475, -0.0424, -0.0744, -0.0568, -0.0568, -0.124, -0.126, -0.0713, 0.0083, 0.0083, 0.1384, 0.2944, 0.3264, 0.2583, 0.4473, 0.4143, 0.3626, 0.4349, 0.4008, 0.3244, 0.2562, 0.2562, 0.3564, 0.2965, 0.3037, 0.2572, 0.1529, 0.2665, 0.2676, 0.1643, 0.0702, 0.0992, 0.1756, 0.0, -0.124, 0.001, 0.0682, 0.0, -0.0465, -0.0733, -0.0382, -0.0382, 0.0382, 0.1436, 0.1767, 0.0362, 0.0527, 0.0744, 0.064, 0.0795, 0.0413, 0.1023, 0.0351, 0.0857, 0.0837, 0.0155, 0.0041, 0.0341, 0.0155, 0.0671, 0.0496, 0.0878, 0.1653, 0.1188, 0.1105, 0.0393, 0.126, 0.1033, 0.0651, -0.0248, -0.0909, -0.1581, -0.0661, -0.0899, -0.0083, -0.0083, -0.0165, -0.0155, -0.0238, -0.0558, -0.0568, -0.0217, -0.0289, 0.0362, 0.0537, 0.0331, 0.1085, 0.1229, 0.1426, 0.0888, 0.0899, 0.1312, 0.0826, -0.0196, 0.0372, 0.0661, 0.0052, -0.0362, -0.0351, -0.0816, -0.064, -0.0269, -0.0661, -0.0847, 0.1581, 0.0971, 0.0021, -0.0573, -0.0331, -0.0517, -0.064, -0.064, 0.0093, 0.1157, 0.3688, 0.3657, 0.3905, 0.4029, 0.1994, 0.2366, 0.0775, 0.064, -0.0031, -0.0382, 0.0155, -0.0362, -0.0176, -0.0486, -0.0579, -0.0424, -0.0424, -0.0816, -0.1188, -0.2066, -0.2071, -0.1911, null, null, null, null, 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:2019061709286051984", "ticker_idx": 0, "ts": "2026-02-04T14:53:18+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The trend upwards is inevitable.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE; expects price to confirm buyer support at $8.56 and resume inevitable uptrend.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I want $TE to touch the key level of $8.56 again to confirm buyer support.\n\nWatch it.\n\nThe trend upwards is inevitable. https://t.co/50pbFBrDWp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17593792110719986, "ret_signed_m1d": 0.17593792110719986, "alpha_spy_m1d": 0.17107049025815235, "alpha_c_m1d": 0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": -0.05950841358498571, "alpha_spy_p1d": -0.047019129524661474, "alpha_c_p1d": -0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": -0.11384218787445677, "alpha_spy_p1w": -0.12225094225729516, "alpha_c_p1w": -0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": -0.11901682716997153, "alpha_spy_p1m": -0.11190502899080723, "alpha_c_p1m": -0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": -0.3402328729562084, "alpha_spy_p3m": -0.3894624832961614, "alpha_c_p3m": -0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11901682716997153, "alpha_spy_stated": -0.11190502899080723, "alpha_c_stated": -0.13477930843842467, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2026649381236290014", "ticker_idx": 0, "ts": "2026-02-25T13:24:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holding but not adding until these questions are answered. If management clears FEOC and shows 45X monetization scaling, this is a $20+ stock.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Holding $TE into earnings with moderate conviction; sees $20+ upside if FEOC/45X questions resolved, but flags bear case at $4.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "THE $TE PRE-EARNINGS ANALYSIS  \n\nT1 Energy reports Thursday after close. \n\nThis is the most controversial stock in my portfolio.  \nHere's what I know, what I don't know, and what I need to hear.  \n\n🔥 THE CULPER SHORT THESIS (Jan 21) \nCulper Research called $TE a \"failed EV battery SPAC\" and alleged: \n→ T1 is operationally controlled by Trina Solar (FEOC) \n→ Ineligible for 45X tax credits → $59.7M owed to Trina = 83% of gross profit \n→ RWE terminated its offtake agreement and sued \n→ CEO resume omissions, SEC/DOJ probes \n→ Treasury guidance would be a \"death blow\"  \n\nStock dropped 12% that day. Culper is short.  \n\n✅ WHAT HAPPENED SINCE \n→ Feb 17: Treasury FEOC guidance released — T1 says it SUPPORTS their 45X eligibility \n→ Dec 30: T1 completed $160M sale of 45X tax credits at $0.91/$1 to investment-grade buyer \n→ Dec 30: T1 restructured Trina agreements to address FEOC concerns \n→ G2 Austin construction started — $400-425M solar cell fab, 2.1 GW Phase 1 \n→ Treaty Oak 900 MW supply agreement signed \n→ Roth/MKM raised price target from $7 to $15 (Buy)  \n\n⚠️ RED FLAGS THAT HAVEN'T GONE AWAY \n→ CAO Denise Cruz terminated Feb 5 — 2 weeks after Culper report \n→ Second C-suite departure in under a year \n→ RWE lawsuit alleging misrepresentation still active \n→ Q3 net loss: $140.8M (incl $53.2M impairment) \n→ Total debt ~$622M vs $86.7M cash \n→ Revenue only $2.94M last quarter (modules + legacy) → Trina Solar relationship remains foundational  \n📊 THE EARNINGS QUESTION → Revenue expected: ~$368M (massive ramp from G1 Dallas) \n→ EPS: -$0.01 est (near breakeven) \n→ Key metric: 45X tax credit monetization update \n→ Key risk: Any FEOC compliance complications  \n\n🎯 WHAT I NEED TO HEAR ON THE CALL \n1. Explicit confirmation of 2026 45X eligibility under new Treasury rules \n2. Status of RWE litigation and any customer concentration concerns \n3. G2 Austin timeline and capex trajectory \n4. Explanation of CAO departure — governance or routine? \n5. Path to positive cash flow without further dilution  \n\nMY POSITION: Moderate conviction. Holding but not adding until these questions are answered. If management clears FEOC and shows 45X monetization scaling, this is a $20+ stock. 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{"unit_id": "orig:2021192483846357281", "ticker_idx": 0, "ts": "2026-02-10T12:00:14+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔌 Power: $TE (solar)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017310204213284663, "ret_signed_m1d": 0.017310204213284663, "alpha_spy_m1d": 0.014666173982118114, "alpha_c_m1d": 0.018517697622787432, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08788286340006346, "ret_signed_p1d": -0.08788286340006346, "alpha_spy_p1d": -0.08765174125639896, "alpha_c_p1d": -0.09323049801837913, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.14247671625180358, "ret_signed_p1w": -0.14247671625180358, "alpha_spy_p1w": -0.12908306834294037, "alpha_c_p1w": -0.14920436853886143, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": 0.08388816181630387, "ret_signed_p1m": 0.08388816181630387, "alpha_spy_p1m": 0.1067020539681689, "alpha_c_p1m": 0.10930356071779357, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": -0.17976036489025893, "ret_signed_p3m": -0.17976036489025893, "alpha_spy_p3m": -0.24841099987773652, "alpha_c_p3m": -0.17847622343306757, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08388816181630387, "alpha_spy_stated": 0.1067020539681689, "alpha_c_stated": 0.10930356071779357, "price_path": [-0.5353, -0.5526, -0.5766, -0.5925, -0.6152, -0.6378, -0.6378, -0.5819, -0.5619, -0.4887, -0.4887, -0.4514, -0.4048, -0.3688, -0.3981, -0.3196, -0.2237, -0.1984, -0.1039, -0.1811, -0.2184, -0.2876, -0.3262, -0.2756, -0.2783, -0.1984, -0.1438, -0.028, -0.0533, -0.0613, -0.0613, -0.0945, -0.1451, -0.1345, -0.1105, -0.1105, 0.0439, 0.0919, 0.0186, -0.0306, -0.0932, -0.0759, -0.0399, 0.0466, 0.0466, -0.0133, 0.0879, 0.0879, 0.1025, 0.0413, 0.1145, 0.1318, 0.0839, 0.2144, 0.2636, 0.1824, 0.1092, 0.1531, 0.2104, 0.0293, -0.032, 0.1012, 0.0173, 0.0, -0.0879, -0.1731, -0.1851, -0.1851, -0.1425, -0.1398, -0.1598, -0.1731, -0.1625, -0.0559, -0.0386, -0.0293, -0.1798, -0.0892, -0.1332, -0.0546, -0.0932, -0.1052, -0.0466, 0.0626, 0.0839, 0.0306, 0.0146, 0.028, 0.0373, -0.024, 0.0266, -0.1212, -0.0892, -0.1198, -0.1105, -0.1638, -0.233, -0.2517, -0.4154, -0.4035, -0.4421, -0.4421, -0.4607, -0.4767, -0.4447, -0.4434, -0.3755, -0.3196, -0.3529, -0.2889, -0.3356, -0.3302, -0.3369, -0.3222, -0.2823, -0.2823, -0.2956, -0.2929, -0.3475, -0.3489, -0.3609, -0.3142, -0.3209, -0.2889, -0.2983, -0.3142, -0.1798, -0.1957, -0.221, -0.253, -0.237, -0.245, -0.0679, -0.0839, 0.1585, 0.1611, 0.0759, 0.0759, 0.3915, 0.4594, 0.4407, 0.4061, 0.3862, 0.6032, 0.5313, 0.5526, 0.2557, 0.2157, 0.1265, 0.0293, 0.1278, 0.1318, 0.1877, 0.1491, 0.2037, 0.245, 0.245, 0.3848, 0.2304, 0.1358, 0.1318, 0.0932, null, null, null, null, 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:2021192483846357281", "ticker_idx": 1, "ts": "2026-02-10T12:00:14+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OKLO (nuclear)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "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": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08032246628767536, "ret_signed_m1d": 0.08032246628767536, "alpha_spy_m1d": 0.07767843605650881, "alpha_c_m1d": 0.07767843605650881, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04663880533809406, "ret_signed_p1d": -0.04663880533809406, "alpha_spy_p1d": -0.04640768319442956, "alpha_c_p1d": -0.04640768319442956, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.026342331925989892, "ret_signed_p1w": -0.026342331925989892, "alpha_spy_p1w": -0.012948684017126677, "alpha_c_p1w": -0.012948684017126677, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": -0.09658849548386417, "ret_signed_p1m": -0.09658849548386417, "alpha_spy_p1m": -0.07377460333199914, "alpha_c_p1m": -0.07377460333199914, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": 0.043759908767950106, "ret_signed_p3m": 0.043759908767950106, "alpha_spy_p3m": -0.02489072621952748, "alpha_c_p3m": -0.02489072621952748, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.06865063498747759, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09658849548386417, "alpha_spy_stated": -0.07377460333199914, "alpha_c_stated": -0.07377460333199914, "price_path": [0.4631, 0.4045, 0.3727, 0.391, 0.4806, 0.2667, 0.2692, 0.289, 0.2346, 0.2771, 0.2771, 0.3154, 0.2575, 0.322, 0.3904, 0.6072, 0.5067, 0.5058, 0.496, 0.4481, 0.4827, 0.2584, 0.1851, 0.2021, 0.0931, 0.1188, 0.1981, 0.2011, 0.1786, 0.1704, 0.1704, 0.1072, 0.0665, 0.0309, 0.033, 0.033, 0.1199, 0.286, 0.3761, 0.4049, 0.4049, 0.5159, 0.4755, 0.3976, 0.3815, 0.3164, 0.3668, 0.3668, 0.2945, 0.3068, 0.3089, 0.2614, 0.1848, 0.2274, 0.3587, 0.2385, 0.1461, 0.0597, 0.1228, -0.0178, -0.1055, 0.0235, 0.0803, 0.0, -0.0466, -0.0799, -0.0544, -0.0544, -0.0263, -0.0299, -0.0263, -0.0812, -0.0918, -0.0635, -0.0453, -0.0058, -0.0939, -0.069, -0.0888, -0.055, -0.1071, -0.1615, -0.1107, -0.1165, -0.0966, -0.1422, -0.1598, -0.1408, -0.1287, -0.1838, -0.2128, -0.2231, -0.1902, -0.2089, -0.2044, -0.2542, -0.277, -0.3439, -0.2862, -0.308, -0.3072, -0.3072, -0.2981, -0.3294, -0.2772, -0.3127, -0.2767, -0.2235, -0.1568, -0.0881, -0.0757, -0.0383, -0.0193, -0.0987, 0.0423, 0.1006, 0.022, 0.093, -0.0055, -0.0646, 0.0436, 0.0134, -0.0125, -0.0157, 0.1461, 0.034, 0.0438, 0.1247, 0.0599, 0.0027, -0.0325, -0.1039, -0.157, -0.1956, -0.0992, -0.063, -0.0517, -0.0517, -0.0111, -0.0238, -0.0199, -0.0373, -0.0371, 0.0576, -0.0613, -0.0587, -0.1638, -0.1516, -0.187, -0.2224, -0.1671, -0.1724, -0.1257, -0.173, -0.1533, -0.1195, -0.1195, -0.1593, -0.1768, -0.2218, -0.2657, -0.2803, null, null, null, null, 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:2021192483846357281", "ticker_idx": 2, "ts": "2026-02-10T12:00:14+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "☁️ Data Centers: $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07500585133503734, "ret_signed_m1d": 0.07500585133503734, "alpha_spy_m1d": 0.0723618211038708, "alpha_c_m1d": 0.06772295696833375, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.007282894366703596, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0060564205539761495, "ret_signed_p1d": -0.0060564205539761495, "alpha_spy_p1d": -0.005825298410311652, "alpha_c_p1d": 0.009069607404526336, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.015126027958502486, "ret_p1w": -0.045655696961091174, "ret_signed_p1w": -0.045655696961091174, "alpha_spy_p1w": -0.03226204905222796, "alpha_c_p1w": -0.020445578510409512, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.025210118450681662, "ret_p1m": -0.022129064900680118, "ret_signed_p1m": -0.022129064900680118, "alpha_spy_p1m": 0.0006848272511849052, "alpha_c_p1m": 0.050886840734254424, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.07301590563493454, "ret_p3m": 0.425576527553879, "ret_signed_p3m": 0.425576527553879, "alpha_spy_p3m": 0.3569258925664014, "alpha_c_p3m": 0.46379516082165584, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.03821863326777686, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022129064900680118, "alpha_spy_stated": 0.0006848272511849052, "alpha_c_stated": 0.050886840734254424, "price_path": [0.1332, 0.0801, 0.1044, 0.1379, 0.0676, 0.0126, -0.0156, 0.1295, 0.1058, 0.1286, 0.1286, 0.1137, 0.1295, -0.0422, 0.024, 0.082, 0.0415, 0.0794, 0.0911, 0.0231, 0.0235, -0.0652, -0.1735, -0.1477, -0.2131, -0.1661, -0.0701, -0.0207, -0.02, -0.0221, -0.0221, -0.0613, -0.082, -0.1079, -0.1202, -0.1202, -0.0054, 0.1237, 0.0694, 0.0162, 0.0641, 0.0722, 0.1724, 0.2343, 0.2318, 0.2087, 0.3468, 0.3468, 0.2639, 0.2457, 0.2173, 0.3203, 0.2197, 0.3974, 0.4661, 0.3939, 0.2518, 0.2364, 0.2669, 0.0468, -0.0731, -0.0256, 0.075, 0.0, -0.0061, -0.0676, -0.0165, -0.0165, -0.0457, -0.0198, 0.0084, -0.0687, -0.0133, 0.0587, 0.0256, 0.0305, -0.0461, -0.0359, -0.095, 0.0212, -0.0653, -0.1451, -0.0953, -0.112, -0.0221, -0.0363, -0.0314, 0.0468, 0.0007, -0.0168, -0.0296, -0.0382, -0.0179, -0.0422, -0.0349, -0.1276, -0.1826, -0.2635, -0.2015, -0.2059, -0.1901, -0.1901, -0.1817, -0.1675, -0.1421, -0.1367, -0.0841, 0.0033, 0.1034, 0.1372, 0.1111, 0.1209, 0.1349, 0.0522, 0.1272, 0.2117, 0.1796, 0.1265, 0.0352, -0.0016, 0.0601, 0.0636, 0.1526, 0.2751, 0.4205, 0.3242, 0.4256, 0.2846, 0.3175, 0.2851, 0.3604, 0.2332, 0.1754, 0.112, 0.2278, 0.3524, 0.3238, 0.3238, 0.3925, 0.5802, 0.492, 0.4801, 0.5218, 0.5514, 0.5253, 0.441, 0.266, 0.3788, 0.2583, 0.2001, 0.321, 0.3923, 0.4174, 0.3785, 0.3536, 0.3967, 0.3967, 0.3247, 0.2746, 0.1717, 0.112, 0.0997, null, null, null, null, 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:2021192483846357281", "ticker_idx": 3, "ts": "2026-02-10T12:00:14+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019883049415386544, "ret_signed_m1d": -0.019883049415386544, "alpha_spy_m1d": -0.022527079646553094, "alpha_c_m1d": -0.025495079489283645, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.005612030073897101, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04795319745798399, "ret_signed_p1d": -0.04795319745798399, "alpha_spy_p1d": -0.04772207531431949, "alpha_c_p1d": -0.0508995105642166, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.002946313106232612, "ret_p1w": -0.08538011728520722, "ret_signed_p1w": -0.08538011728520722, "alpha_spy_p1w": -0.07198646937634401, "alpha_c_p1w": -0.0638436393579832, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.021536477927224018, "ret_p1m": -0.17485383965444645, "ret_signed_p1m": -0.17485383965444645, "alpha_spy_p1m": -0.15203994750258143, "alpha_c_p1m": -0.1599817077976533, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.014872131856793147, "ret_p3m": 0.201754314539629, "ret_signed_p3m": 0.201754314539629, "alpha_spy_p3m": 0.1331036795521514, "alpha_c_p3m": -0.0310638664591516, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.2328181809987806, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17485383965444645, "alpha_spy_stated": -0.15203994750258143, "alpha_c_stated": -0.1599817077976533, "price_path": [-0.1269, -0.1602, -0.1608, -0.1474, -0.145, -0.1485, -0.1725, -0.0228, 0.0246, 0.1199, 0.1199, 0.1901, 0.1515, 0.0316, 0.0895, 0.1596, 0.1275, 0.1392, 0.1439, 0.0807, 0.1041, -0.0029, -0.138, -0.1234, -0.1585, -0.114, -0.052, -0.0444, -0.0696, -0.0515, -0.0515, -0.1117, -0.1181, -0.1468, -0.1368, -0.1368, -0.0526, 0.062, 0.0257, -0.0596, -0.0322, -0.0275, 0.0339, 0.0673, 0.0602, 0.0246, 0.0994, 0.0994, 0.048, 0.0363, 0.017, 0.0275, -0.0357, 0.0965, 0.1094, 0.0351, -0.0667, -0.0754, -0.0491, -0.1667, -0.2573, -0.1386, -0.0199, 0.0, -0.048, -0.0585, -0.0398, -0.0398, -0.0854, -0.0982, -0.076, -0.1433, -0.1099, 0.0012, -0.0287, -0.0363, -0.0877, -0.0784, -0.1398, -0.062, -0.114, -0.2035, -0.1632, -0.1836, -0.1749, -0.1982, -0.1766, -0.1146, -0.1175, -0.1421, -0.1439, -0.1807, -0.1292, -0.1298, -0.0713, -0.1608, -0.1962, -0.2974, -0.2474, -0.2608, -0.2503, -0.2503, -0.2193, -0.1807, -0.0982, -0.0433, -0.0333, 0.0386, 0.0789, 0.0526, 0.014, 0.1327, 0.1281, 0.055, 0.1368, 0.093, 0.0643, 0.062, 0.0094, -0.0105, 0.0374, -0.0035, 0.0462, 0.2924, 0.2813, 0.2096, 0.2018, 0.186, 0.1731, 0.2421, 0.3035, 0.1889, 0.1181, 0.0994, 0.1392, 0.2585, 0.2848, 0.2848, 0.3462, 0.4713, 0.438, 0.383, 0.4041, 0.5374, 0.5345, 0.4942, 0.3129, 0.4205, 0.3471, 0.2292, 0.3234, 0.4327, 0.5222, 0.5327, 0.5409, 0.7064, 0.7064, 0.6456, 0.6164, 0.5333, 0.5018, 0.517, null, null, null, null, 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:2021192483846357281", "ticker_idx": 4, "ts": "2026-02-10T12:00:14+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230861663580558, "alpha_c_m1d": 0.01782833570570297, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.005953443810955861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03464429974352301, "ret_signed_p1d": -0.03464429974352301, "alpha_spy_p1d": -0.03441317759985851, "alpha_c_p1d": -0.02750025853892013, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00714404120460288, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947046899233557, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.027045415387507044, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.2250548273111994, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.004932791909445955, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311286351998174, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022692683206984032, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22012203540175346, "alpha_spy_stated": 0.24293592755361848, "alpha_c_stated": 0.2250548273111994, "price_path": [-0.0344, -0.0899, -0.0633, -0.0136, 0.0357, -0.0779, -0.0929, 0.0012, -0.0317, 0.0316, 0.0316, 0.0336, 0.0911, 0.0508, 0.0777, 0.1199, 0.0681, 0.093, 0.0503, 0.0196, 0.0271, -0.0447, -0.116, -0.1181, -0.178, -0.1493, -0.0254, 0.0157, -0.0192, -0.0072, -0.0072, -0.0458, -0.0626, -0.0721, -0.0881, -0.0881, -0.02, 0.0113, 0.0921, 0.0482, 0.06, 0.0669, 0.1693, 0.1486, 0.111, 0.1318, 0.1846, 0.1846, 0.0817, 0.0771, 0.0551, 0.0295, -0.0036, 0.0662, 0.0941, 0.034, -0.0719, -0.0395, -0.02, -0.1024, -0.1952, -0.062, 0.0119, 0.0, -0.0346, -0.0224, 0.0678, 0.0678, 0.0624, 0.1091, 0.1723, 0.0668, 0.0961, 0.1176, 0.1561, 0.1426, -0.0065, -0.0085, -0.0544, 0.0653, 0.0421, -0.0268, 0.0343, 0.0506, 0.2201, 0.177, 0.2305, 0.4146, 0.2673, 0.2916, 0.3239, 0.2814, 0.2436, 0.2519, 0.2538, 0.1545, 0.0984, 0.0051, 0.1304, 0.1107, 0.1855, 0.1855, 0.2261, 0.279, 0.3618, 0.4852, 0.5794, 0.6838, 0.7642, 0.8169, 0.8013, 0.712, 0.734, 0.7055, 0.7011, 0.7113, 0.6032, 0.5793, 0.4763, 0.5382, 0.5059, 0.6831, 0.922, 0.9165, 1.1254, 1.013, 0.9289, 1.0275, 0.9513, 1.2581, 1.4093, 1.3961, 1.1774, 1.1542, 1.0898, 1.396, 1.3398, 1.3398, 1.2667, 1.2701, 1.4658, 1.5176, 1.8817, 1.8389, 1.7419, 1.829, 1.4819, 1.375, 1.3981, 1.3062, 1.4212, 1.5314, 1.8333, 1.8881, 2.0604, 2.1233, 2.1233, 2.0898, 1.9987, 1.8288, 1.7958, 1.6179, null, null, null, null, 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:2021192483846357281", "ticker_idx": 5, "ts": "2026-02-10T12:00:14+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL (satellites)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05397101767548862, "ret_signed_m1d": 0.05397101767548862, "alpha_spy_m1d": 0.05132698744432207, "alpha_c_m1d": 0.05517851108499139, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05002199434842325, "ret_signed_p1d": -0.05002199434842325, "alpha_spy_p1d": -0.04979087220475875, "alpha_c_p1d": -0.055369628966738915, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.025449837988357427, "ret_signed_p1w": -0.025449837988357427, "alpha_spy_p1w": -0.012056190079494211, "alpha_c_p1w": -0.03217749027541528, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": 0.11627904835777203, "ret_signed_p1m": 0.11627904835777203, "alpha_spy_p1m": 0.13909294050963705, "alpha_c_p1m": 0.14169444725926172, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": 0.7130320029486488, "ret_signed_p3m": 0.7130320029486488, "alpha_spy_p3m": 0.6443813679611712, "alpha_c_p3m": 0.7143161444058401, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11627904835777203, "alpha_spy_stated": 0.13909294050963705, "alpha_c_stated": 0.14169444725926172, "price_path": [-0.4993, -0.4998, -0.5081, -0.4976, -0.4827, -0.5072, -0.5103, -0.4936, -0.4853, -0.4857, -0.4857, -0.4778, -0.4866, -0.4835, -0.473, -0.4322, -0.4397, -0.4318, -0.4366, -0.4322, -0.2334, -0.1996, -0.208, -0.2154, -0.2773, -0.2326, -0.1584, -0.0961, -0.0904, -0.1084, -0.1084, -0.1505, -0.1281, -0.1338, -0.1347, -0.1347, -0.1044, -0.0614, -0.0417, -0.0079, -0.0154, -0.0035, 0.1163, 0.111, 0.1729, 0.2409, 0.2628, 0.2628, 0.2286, 0.1575, 0.1435, 0.1821, 0.1351, 0.2317, 0.2233, 0.1562, 0.0957, 0.0026, 0.0509, -0.0448, -0.1036, -0.0233, 0.054, 0.0, -0.05, -0.0654, -0.0162, -0.0162, -0.0254, 0.0417, 0.1018, 0.0487, 0.0434, 0.0842, 0.0807, 0.1233, 0.0592, 0.1566, 0.1101, 0.1409, 0.079, 0.1093, 0.133, 0.1145, 0.1163, 0.0957, 0.0878, 0.0794, 0.1882, 0.0886, 0.183, 0.4844, 0.484, 0.3967, 0.552, 0.4217, 0.3541, 0.2238, 0.2264, 0.3475, 0.5744, 0.5744, 0.5366, 0.5432, 0.6038, 0.502, 0.5213, 0.5059, 0.4888, 0.5099, 0.7503, 0.6885, 0.6455, 0.6687, 0.7319, 0.6801, 0.5551, 0.5555, 0.5371, 0.4954, 0.6222, 0.6191, 0.6911, 0.6292, 0.7416, 0.5463, 0.713, 0.8359, 0.785, 0.7876, 0.8885, 0.8262, 0.8258, 0.8249, 0.8719, 0.864, 0.946, 0.946, 1.1202, 1.215, 1.2554, 1.244, 1.0386, 1.1101, 0.8925, 0.91, 0.4138, 0.4366, 0.3677, 0.348, 0.4993, 0.3668, 0.3418, 0.2378, 0.2383, 0.2387, 0.2387, 0.2624, 0.2519, 0.154, 0.1632, 0.1878, null, null, null, null, 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:2021192483846357281", "ticker_idx": 6, "ts": "2026-02-10T12:00:14+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB (space)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0528945942407657, "ret_signed_m1d": 0.0528945942407657, "alpha_spy_m1d": 0.05025056400959915, "alpha_c_m1d": 0.05410208765026847, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03345822676048038, "ret_signed_p1d": -0.03345822676048038, "alpha_spy_p1d": -0.03322710461681588, "alpha_c_p1d": -0.03880586137879605, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.029709835150844466, "ret_signed_p1w": -0.029709835150844466, "alpha_spy_p1w": -0.01631618724198125, "alpha_c_p1w": -0.036437487437902316, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": -0.0009718130780301815, "ret_signed_p1m": -0.0009718130780301815, "alpha_spy_p1m": 0.02184207907383484, "alpha_c_p1m": 0.024443585823459513, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": 0.4642510482870881, "ret_signed_p3m": 0.4642510482870881, "alpha_spy_p3m": 0.3956004132996105, "alpha_c_p3m": 0.46553518974427943, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0009718130780301815, "alpha_spy_stated": 0.02184207907383484, "alpha_c_stated": 0.024443585823459513, "price_path": [-0.3718, -0.3678, -0.3987, -0.4061, -0.3944, -0.4519, -0.4405, -0.4107, -0.4086, -0.4179, -0.4179, -0.415, -0.4395, -0.4183, -0.3791, -0.3146, -0.319, -0.2842, -0.2582, -0.2014, -0.118, -0.1463, -0.2307, -0.2296, -0.2509, -0.1681, -0.021, 0.0766, 0.0715, 0.0715, 0.0715, -0.0192, -0.0265, -0.0219, -0.0315, -0.0315, 0.055, 0.0848, 0.1944, 0.1673, 0.1534, 0.178, 0.2203, 0.202, 0.2745, 0.26, 0.3369, 0.3369, 0.2378, 0.2192, 0.2214, 0.2342, 0.1173, 0.2078, 0.2296, 0.1895, 0.1116, 0.0294, 0.1283, 0.015, -0.0793, 0.004, 0.0529, 0.0, -0.0335, -0.0836, -0.0637, -0.0637, -0.0297, 0.0332, 0.0632, -0.0162, -0.0253, -0.0286, -0.0254, 0.0086, -0.0407, -0.0147, -0.0264, -0.0017, -0.0282, -0.0267, -0.0076, -0.043, -0.001, -0.0508, -0.0503, -0.01, 0.0911, -0.0354, -0.0014, -0.0666, -0.0559, -0.0827, 0.0118, -0.0845, -0.1541, -0.2034, -0.1084, -0.0904, -0.0597, -0.0597, -0.0605, -0.0793, -0.041, -0.0734, -0.0553, -0.0196, 0.0026, 0.0218, 0.1513, 0.1773, 0.242, 0.2028, 0.25, 0.1745, 0.1062, 0.1424, 0.0911, 0.0693, 0.1455, 0.0941, 0.115, 0.0934, 0.1752, 0.0909, 0.4643, 0.6292, 0.6321, 0.7236, 0.8402, 0.7322, 0.8209, 0.7675, 0.8642, 0.7416, 0.8848, 0.8848, 0.9881, 1.0857, 1.0551, 0.9919, 0.6992, 0.7121, 0.5924, 0.6653, 0.5283, 0.5778, 0.5026, 0.4584, 0.5935, 0.4215, 0.5167, 0.4526, 0.4991, 0.4888, 0.4888, 0.3923, 0.3206, 0.1858, 0.1202, 0.1737, null, null, null, null, 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:2021192483846357281", "ticker_idx": 7, "ts": "2026-02-10T12:00:14+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🤖 Automation: $ONDS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying AI infrastructure picks-and-shovels across power (TE, OKLO), data centers (IREN, CIFR, NBIS), data/space (PL, RKLB), and automation (ONDS) as AI infra goes parabolic.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "The AI infrastructure sector is about to go parabolic.\n\nHere's how I'm positioning my portfolio :\n\n🔌 Power: $TE (solar), $OKLO (nuclear)\n☁️ Data Centers: $IREN, $CIFR, $NBIS\n🛰️ Data: $PL (satellites), $RKLB (space)\n🤖 Automation: $ONDS\n\nEvery AI model needs power, storage, and data. I'm buying the pickaxes.\n\nSave this for later 🔖", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06818180026907794, "ret_signed_m1d": 0.06818180026907794, "alpha_spy_m1d": 0.06553777003791139, "alpha_c_m1d": 0.06553777003791139, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04648768065625397, "ret_signed_p1d": -0.04648768065625397, "alpha_spy_p1d": -0.046256558512589474, "alpha_c_p1d": -0.046256558512589474, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": 0.03822312746842038, "ret_signed_p1w": 0.03822312746842038, "alpha_spy_p1w": 0.0516167753772836, "alpha_c_p1w": 0.0516167753772836, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.015495827872037404, "ret_signed_p1m": 0.015495827872037404, "alpha_spy_p1m": 0.03830972002390243, "alpha_c_p1m": 0.03830972002390243, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": -0.06404957293519664, "ret_signed_p3m": -0.06404957293519664, "alpha_spy_p3m": -0.13270020792267423, "alpha_c_p3m": -0.13270020792267423, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.06865063498747759, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015495827872037404, "alpha_spy_stated": 0.03830972002390243, "alpha_c_stated": 0.03830972002390243, "price_path": [-0.3223, -0.2583, -0.3538, -0.1901, -0.2252, -0.3523, -0.3042, -0.0992, -0.1281, -0.1488, -0.1488, -0.1839, -0.2169, -0.1663, -0.0785, -0.0506, -0.063, -0.0682, -0.0465, -0.14, -0.0682, -0.0961, -0.2056, -0.1643, -0.2386, -0.1942, -0.0475, -0.0424, -0.0744, -0.0568, -0.0568, -0.124, -0.126, -0.0713, 0.0083, 0.0083, 0.1384, 0.2944, 0.3264, 0.2583, 0.4473, 0.4143, 0.3626, 0.4349, 0.4008, 0.3244, 0.2562, 0.2562, 0.3564, 0.2965, 0.3037, 0.2572, 0.1529, 0.2665, 0.2676, 0.1643, 0.0702, 0.0992, 0.1756, 0.0, -0.124, 0.001, 0.0682, 0.0, -0.0465, -0.0733, -0.0382, -0.0382, 0.0382, 0.1436, 0.1767, 0.0362, 0.0527, 0.0744, 0.064, 0.0795, 0.0413, 0.1023, 0.0351, 0.0857, 0.0837, 0.0155, 0.0041, 0.0341, 0.0155, 0.0671, 0.0496, 0.0878, 0.1653, 0.1188, 0.1105, 0.0393, 0.126, 0.1033, 0.0651, -0.0248, -0.0909, -0.1581, -0.0661, -0.0899, -0.0083, -0.0083, -0.0165, -0.0155, -0.0238, -0.0558, -0.0568, -0.0217, -0.0289, 0.0362, 0.0537, 0.0331, 0.1085, 0.1229, 0.1426, 0.0888, 0.0899, 0.1312, 0.0826, -0.0196, 0.0372, 0.0661, 0.0052, -0.0362, -0.0351, -0.0816, -0.064, -0.0269, -0.0661, -0.0847, 0.1581, 0.0971, 0.0021, -0.0573, -0.0331, -0.0517, -0.064, -0.064, 0.0093, 0.1157, 0.3688, 0.3657, 0.3905, 0.4029, 0.1994, 0.2366, 0.0775, 0.064, -0.0031, -0.0382, 0.0155, -0.0362, -0.0176, -0.0486, -0.0579, -0.0424, -0.0424, -0.0816, -0.1188, -0.2066, -0.2071, -0.1911, null, null, null, null, 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:2050947273702424898", "ticker_idx": 0, "ts": "2026-05-03T14:35:09+00:00", "symbol": "402340.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You're buying ₩189tn of SK Hynix for ₩111tn and getting ₩5tn of other assets completely free. That's a 41% discount. This is a management team engineering it. The gap is closing.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Square: 41% discount to NAV of its SK Hynix stake, with buybacks, dividends, and share cancellations actively closing the gap.", "resolved_tickers": ["402340.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "SK Square (402340) owns 20% of SK Hynix - that stake alone is worth ₩189 trillion, yet SK Square’s entire market cap is just ₩111 trillion. \n\nYou’re buying ₩189tn of SK Hynix for ₩111tn and getting ₩5tn of other assets completely free. \n\nThat’s a 41% discount. \n\nManagement just announced their first ever cash dividend of ₩200bn, ₩110bn in buybacks, and ₩310bn in total shareholder returns this year - all funded by SK Hynix dividend income flowing directly in. \n\nThey’ve already cancelled 6.7% of all shares since spin-off. \n\nThis isn’t a company hoping the discount closes. This is a management team engineering it. \n\nWestern investors are only just getting access via $IBKR. The gap is closing. \n\n$402340", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1513622656958512, "ret_signed_m1d": -0.1513622656958512, "alpha_spy_m1d": -0.15503912762974104, "alpha_c_m1d": -0.15734107097655603, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.008022228723942426, "alpha_c_p1d": -0.03137392929694083, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.1977800044419613, "ret_signed_p1w": 0.1977800044419613, "alpha_spy_p1w": 0.16812860961135145, "alpha_c_p1w": 0.060602893919843304, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.3599954582618241, "ret_signed_p1m": 0.3599954582618241, "alpha_spy_p1m": 0.30211319880745324, "alpha_c_p1m": 0.11251620390983708, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3599954582618241, "alpha_spy_stated": 0.30211319880745324, "alpha_c_stated": 0.11251620390983708, "price_path": [-0.4258, -0.4612, -0.4813, -0.4319, -0.4521, -0.4632, -0.4248, -0.4369, -0.4369, -0.4369, -0.4369, -0.4289, -0.4147, -0.4147, -0.3774, -0.3471, -0.3148, -0.3491, -0.3491, -0.4137, -0.4884, -0.4289, -0.442, -0.4864, -0.441, -0.4299, -0.441, -0.4612, -0.4329, -0.4077, -0.3643, -0.3835, -0.3865, -0.4379, -0.3996, -0.3895, -0.4369, -0.4511, -0.4854, -0.5293, -0.4945, -0.5262, -0.5126, -0.5086, -0.4965, -0.4168, -0.4349, -0.4268, -0.4147, -0.3542, -0.329, -0.3037, -0.3118, -0.2926, -0.2755, -0.2735, -0.2654, -0.2684, -0.2038, -0.1816, -0.1625, -0.1514, -0.1514, 0.0, 0.0, 0.0989, 0.109, 0.108, 0.1978, 0.1362, 0.2008, 0.1832, 0.1094, 0.1044, 0.0306, 0.0397, 0.1913, 0.1973, 0.1973, 0.1933, 0.2893, 0.2499, 0.2458, 0.2691, 0.36, 0.36, 0.3752, 0.2711, 0.1296, 0.2822, 0.1953, 0.2408, 0.3721, 0.4277, 0.5166, 0.6126, 0.7177, 0.7985, 0.9905, 0.851, 0.8177, 0.9187, 0.7379, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057215537277440099", "ticker_idx": 0, "ts": "2026-05-20T21:42:59+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My followers already know about the key provider for Starlink and $SPCX. Filtronic - $FTC is a small British provider.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Filtronic (FTC) as a key provider for Starlink, framing it as a beneficiary of the Starlink/space connectivity buildout.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay My followers already know about the key provider for  Starlink and $SPCX.\n\nFiltronic - $FTC is a small British provider. Read more below 👇", "reply_text": null, "parent_text": "Starlink now represents ~70% of SpaceX revenue making connectivity the core cash engine of the company. \n\nThats why $ASTS remains a top 5 position for me because D2D connectivity could become one of the most valuable layers of the space economy. https://t.co/ayfTHBlXsm", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.15802469135802477, "ret_signed_m1d": 0.15802469135802477, "alpha_spy_m1d": 0.16000385420559038, "alpha_c_m1d": 0.16380324212101838, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005778550762993606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06419753086419755, "ret_signed_p1d": -0.06419753086419755, "alpha_spy_p1d": -0.06812907994100148, "alpha_c_p1d": -0.0597525978477621, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": -0.004444933016435448, "ret_p1w": -0.09876543209876543, "ret_signed_p1w": -0.09876543209876543, "alpha_spy_p1w": -0.11476071282277234, "alpha_c_p1w": -0.10676667910602267, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.00800124700725724, "ret_p1m": -0.06913580246913575, "ret_signed_p1m": -0.06913580246913575, "alpha_spy_p1m": -0.07713855098602007, "alpha_c_p1m": -0.10721558589237046, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.0380797834232347, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06913580246913575, "alpha_spy_stated": -0.07713855098602007, "alpha_c_stated": -0.10721558589237046, "price_path": [-0.5111, -0.5062, -0.5062, -0.5111, -0.5012, -0.5062, -0.5358, -0.5111, -0.5185, -0.5272, -0.558, -0.5284, -0.5123, -0.5185, -0.5259, -0.542, -0.5383, -0.5444, -0.5815, -0.6025, -0.5802, -0.5802, -0.5457, -0.5481, -0.5383, -0.5358, -0.5259, -0.5037, -0.4938, -0.4938, -0.4938, -0.4963, -0.4765, -0.4963, -0.5062, -0.5086, -0.4914, -0.4667, -0.4543, -0.4247, -0.3951, -0.3827, -0.3358, -0.3012, -0.2691, -0.3395, -0.3506, -0.3333, -0.2815, -0.2914, -0.2914, -0.1358, -0.1605, 0.0, -0.0617, -0.0753, -0.116, -0.0049, 0.0074, 0.0, 0.0148, 0.1099, 0.158, 0.0, -0.0642, -0.0642, 0.0123, -0.0395, -0.0988, -0.037, -0.0247, -0.1111, -0.2914, -0.1951, -0.1605, -0.037, -0.1605, -0.2222, -0.2346, -0.1975, -0.1691, -0.0704, -0.0864, -0.0864, -0.0691, -0.0617, -0.1605, -0.2346, -0.3086, -0.4321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066177961879871764", "ticker_idx": 0, "ts": "2026-06-14T15:16:28+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVAV also has a compelling technical setup right now, see the multi-month breakout below", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish AVAV on a multi-month technical breakout setup.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Great article. $AVAV also has a compelling technical setup right now, see the multi-month breakout below. I shared this with my subscribers a few weeks ago. https://t.co/fpHN7JyAPs", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/eb3XutXeyG", "parent_author": null, "ret_m1d": -0.007967404137842915, "ret_signed_m1d": -0.007967404137842915, "alpha_spy_m1d": 0.00936099724757311, "alpha_c_m1d": 0.006024013890666424, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.01399141802850934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03047391874018035, "ret_signed_p1d": -0.03047391874018035, "alpha_spy_p1d": -0.024512355895946247, "alpha_c_p1d": -0.03702202941891697, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.006548110678736618, "ret_p1w": -0.11991855471445123, "ret_signed_p1w": -0.11991855471445123, "alpha_spy_p1w": -0.10862824416321948, "alpha_c_p1w": -0.13988331528080256, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.019964760566351325, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2553, 0.2291, 0.1499, 0.1996, 0.1409, 0.1574, 0.1393, 0.0726, 0.0292, 0.0646, 0.0672, 0.0722, 0.0722, 0.1007, 0.0867, 0.0872, 0.0334, 0.0452, 0.1305, 0.1313, 0.1539, 0.1747, 0.1132, 0.147, 0.2217, 0.2219, 0.1742, 0.1415, 0.1384, 0.1186, 0.0672, 0.1342, 0.0757, 0.0483, -0.0306, 0.0141, -0.0219, -0.0213, -0.032, -0.018, -0.0637, -0.0388, -0.0811, -0.0607, -0.0682, -0.047, -0.0515, 0.0133, 0.0133, 0.06, 0.0543, 0.2468, 0.2052, 0.1869, 0.1884, 0.1135, 0.1887, 0.0812, 0.074, 0.0265, 0.0057, 0.0683, -0.008, 0.0, -0.0305, -0.0281, -0.0136, -0.0136, -0.1199, -0.133, -0.1731, -0.2051, -0.1977, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070098841978765552", "ticker_idx": 0, "ts": "2026-06-25T10:56:39+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN fell to $50 yesterday. Here is why this price could be a good entry position... This is a level where I feel that the risk/reward is nice.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN at $50: 84% ARR contracted, investment-grade liquidity, multi-year MSFT/NVDA take-or-pay deals, 5GW power portfolio intact.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$IREN fell to $50 yesterday. Here is why this price could be a good entry position.\n\nThe fundamental case:\n→ 84% of the $3.7B ARR target is already contracted - the thesis hasn’t changed\n→ $3.65B GPU facility closed at investment-grade ratings - liquidity is not the risk\n→ $9.7B $MSFT + $3.4B $NVDA contracts are multi-year, take-or-pay structures\n→ 5GW secured power portfolio doesn’t reprice with the stock\n\nThis is a level where I feel that the risk/reward is nice. The only continuing concern is the ATM suppressing price.\n\nNFA. Position sizing and risk management are your responsibility.\n\n$IREN", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/mmy7slMM07", "parent_author": null, "ret_m1d": 0.05362374253431246, "ret_signed_m1d": 0.05362374253431246, "alpha_spy_m1d": 0.05506729091537632, "alpha_c_m1d": 0.04857228408885472, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": 0.005051458445457735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011101855369921365, "ret_signed_p1d": -0.011101855369921365, "alpha_spy_p1d": -0.0038704817530517133, "alpha_c_p1d": -0.013346924222529699, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": 0.002245068852608334, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3377, -0.2819, -0.2859, -0.2717, -0.2717, -0.2641, -0.2514, -0.2285, -0.2237, -0.1764, -0.0978, -0.0078, 0.0226, -0.0008, 0.008, 0.0205, -0.0538, 0.0136, 0.0897, 0.0607, 0.013, -0.0691, -0.1022, -0.0467, -0.0436, 0.0364, 0.1466, 0.2773, 0.1908, 0.2819, 0.1552, 0.1848, 0.1556, 0.2233, 0.1089, 0.057, 0.0, 0.1041, 0.2162, 0.1904, 0.1904, 0.2522, 0.421, 0.3416, 0.331, 0.3685, 0.3951, 0.3716, 0.2958, 0.1385, 0.2398, 0.1315, 0.0792, 0.1879, 0.252, 0.2746, 0.2396, 0.2172, 0.256, 0.256, 0.1912, 0.1462, 0.0536, 0.0, -0.0111, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037920201258250246", "ticker_idx": 0, "ts": "2026-03-28T15:50:13+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL is very attractive IMO. As for most - fundamentals are ridiculously strong. Could be a good time to begin buying!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL on strong fundamentals and undervalued portfolio (ASTS, ARM, Anthropic stake); calls it a good time to buy.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$GOOGL is very attractive IMO.\n\nAs for most - fundamentals are ridiculously strong.\n\nAnd don’t forget the $GOOGL portfolio 👀 \n\n•AST SpaceMobile, Inc. ( $ASTS)\n•Planet Labs PBC ( $PL)\n•Arm Holdings plc ( $ARM)\n•GitLab Inc. ( $GTLB)\n•Freshworks Inc. ( $FRSH)\n•UiPath, Inc. ( $PATH)\n\nAND a 14% stake in Anthropic right now…\n\nCould be a good time to begin buying!", "reply_text": null, "parent_text": null, "quoted_text": "US technology stocks have rarely ever been this cheap:\n\nThe S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019.\n\nThis percentage has fallen -32 points since October 2025, one of the largest discounts https://t.co/fGVoNlOPSN", "parent_author": null, "ret_m1d": 0.0030713327612474917, "ret_signed_m1d": 0.0030713327612474917, "alpha_spy_m1d": -0.00028327368614244897, "alpha_c_m1d": 0.011592982753000247, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.008521649991752756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05140767278298308, "ret_signed_p1d": 0.05140767278298308, "alpha_spy_p1d": 0.02233980699822591, "alpha_c_p1d": 0.0245459083955204, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.026861764387462683, "ret_p1w": 0.0968555599396117, "ret_signed_p1w": 0.0968555599396117, "alpha_spy_p1w": 0.054195268429201304, "alpha_c_p1w": 0.0616573541531682, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.035198205786443504, "ret_p1m": 0.2789031180910644, "ret_signed_p1m": 0.2789031180910644, "alpha_spy_p1m": 0.15275790899581554, "alpha_c_p1m": 0.20674679977148314, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07215631831958125, "ret_p3m": 0.25745994785131754, "ret_signed_p3m": 0.25745994785131754, "alpha_spy_p3m": 0.09254431893886061, "alpha_c_p3m": 0.27696098144846804, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": -0.019501033597150497, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2789031180910644, "alpha_spy_stated": 0.15275790899581554, "alpha_c_stated": 0.20674679977148314, "price_path": [0.1436, 0.1436, 0.1515, 0.1566, 0.1485, 0.1764, 0.1891, 0.2005, 0.2125, 0.2275, 0.2271, 0.2159, 0.2057, 0.2057, 0.1765, 0.1998, 0.2077, 0.1982, 0.2176, 0.2224, 0.2277, 0.2359, 0.235, 0.2558, 0.2412, 0.2168, 0.2103, 0.1796, 0.185, 0.164, 0.1362, 0.129, 0.117, 0.117, 0.1035, 0.1083, 0.1065, 0.1509, 0.1381, 0.1359, 0.1433, 0.1231, 0.1391, 0.1199, 0.1092, 0.1076, 0.0993, 0.0907, 0.1201, 0.1226, 0.1287, 0.1099, 0.1052, 0.1172, 0.1368, 0.125, 0.123, 0.1005, 0.1044, 0.0619, 0.0637, 0.0271, 0.0031, 0.0, 0.0514, 0.0873, 0.0814, 0.0814, 0.0969, 0.1169, 0.1602, 0.1645, 0.1599, 0.1748, 0.2172, 0.2326, 0.2286, 0.2493, 0.2337, 0.215, 0.2407, 0.2391, 0.2592, 0.281, 0.2789, 0.2795, 0.4069, 0.4102, 0.4013, 0.4202, 0.4554, 0.4552, 0.4654, 0.421, 0.4163, 0.4721, 0.4664, 0.4507, 0.4513, 0.4174, 0.422, 0.4174, 0.4003, 0.4003, 0.4219, 0.4217, 0.4264, 0.3906, 0.3761, 0.323, 0.3126, 0.3608, 0.3475, 0.3292, 0.3326, 0.3038, 0.3089, 0.3159, 0.3513, 0.3655, 0.3309, 0.3464, 0.3464, 0.2793, 0.2663, 0.2632, 0.2575, 0.2343, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1993708187472556502", "ticker_idx": 0, "ts": "2025-11-26T15:47:27+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Small buy at a beautiful dip. Initial 5% Allocation.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long ONDS position at 5% allocation on a dip.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Joined the next palantiring community $ONDS\n\nSmall buy at a beautiful dip. Initial 5% Allocation. https://t.co/fCh85DRQiU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.024271822186955783, "ret_signed_m1d": 0.024271822186955783, "alpha_spy_m1d": 0.031128071919851563, "alpha_c_m1d": 0.031128071919851563, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.0068562497328957805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.08252431117282732, "ret_signed_p1w": 0.08252431117282732, "alpha_spy_p1w": 0.0763302084005204, "alpha_c_p1w": 0.0763302084005204, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.00619410277230692, "ret_p1m": 0.10800975340342522, "ret_signed_p1m": 0.10800975340342522, "alpha_spy_p1m": 0.08926564327896003, "alpha_c_p1m": 0.08926564327896003, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.018744110124465196, "ret_p3m": 0.23665046886287988, "ret_signed_p3m": 0.23665046886287988, "alpha_spy_p3m": 0.2296966128912976, "alpha_c_p3m": 0.2296966128912976, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.006953855971582268, "ret_p6m": 0.11407773788445863, "ret_signed_p6m": 0.11407773788445863, "alpha_spy_p6m": 0.015106188925966046, "alpha_c_p6m": 0.015106188925966046, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.09897154895849258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10800975340342522, "alpha_spy_stated": 0.08926564327896003, "alpha_c_stated": 0.08926564327896003, "price_path": [-0.2888, -0.2888, -0.3374, -0.3896, -0.3532, -0.3167, -0.2646, -0.3386, -0.3252, -0.2209, -0.2039, -0.2257, -0.2609, -0.2597, -0.199, -0.1845, -0.1189, -0.0437, -0.108, -0.0595, -0.0704, -0.0449, -0.0631, -0.1129, 0.1177, 0.2027, 0.2937, 0.3459, 0.3665, 0.2731, 0.1189, 0.3119, 0.2633, 0.1541, -0.0049, -0.0765, -0.057, -0.1274, -0.182, -0.1432, -0.0947, -0.0862, -0.176, -0.1808, -0.2367, -0.2184, -0.2536, -0.2767, -0.2718, -0.3629, -0.2949, -0.2864, -0.2961, -0.3313, -0.2039, -0.1286, -0.2409, -0.0485, -0.0898, -0.2391, -0.1826, 0.0583, 0.0243, 0.0, 0.0, -0.0413, -0.0801, -0.0206, 0.0825, 0.1153, 0.1007, 0.0947, 0.1201, 0.0103, 0.0947, 0.0619, -0.0667, -0.0182, -0.1056, -0.0534, 0.1189, 0.125, 0.0874, 0.108, 0.108, 0.0291, 0.0267, 0.091, 0.1845, 0.1845, 0.3374, 0.5206, 0.5583, 0.4782, 0.7002, 0.6614, 0.6007, 0.6857, 0.6456, 0.5558, 0.4757, 0.4757, 0.5934, 0.5231, 0.5316, 0.4769, 0.3544, 0.4879, 0.4891, 0.3677, 0.2573, 0.2913, 0.3811, 0.1748, 0.0291, 0.176, 0.2549, 0.1748, 0.1201, 0.0886, 0.1299, 0.1299, 0.2197, 0.3434, 0.3823, 0.2172, 0.2367, 0.2621, 0.25, 0.2682, 0.2233, 0.2949, 0.216, 0.2755, 0.2731, 0.193, 0.1796, 0.2148, 0.193, 0.2536, 0.233, 0.2779, 0.3689, 0.3143, 0.3046, 0.2209, 0.3228, 0.2961, 0.2512, 0.1456, 0.068, -0.0109, 0.0971, 0.0692, 0.165, 0.165, 0.1553, 0.1566, 0.1468, 0.1092, 0.108, 0.1493, 0.1408, 0.2172, 0.2379, 0.2136, 0.3022, 0.3192, 0.3422, 0.2791, 0.2803, 0.3289, 0.2718, 0.1517, 0.2184, 0.2524, 0.1808, 0.1323, 0.1335, 0.0789, 0.0995, 0.1432, 0.0971, 0.0752, 0.3604, 0.2888, 0.1772, 0.1074, 0.1359, 0.1141]}
{"unit_id": "quote:2030328526381953335", "ticker_idx": 0, "ts": "2026-03-07T17:03:37+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nobody is mapping what $ONDS is actually building... Revenue target: $170-180M (up from $50M last year)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS as an integrated 7-layer autonomous defense grid with revenue target $170-180M vs $50M last year, with first full-stack border contract deployment.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Nobody is mapping what $ONDS is actually building.\n\nMost people see a drone company. I see a 7-layer autonomous defense grid:  \n🛰️ Stratospheric ISR → World View \n✈️ Low-Altitude ISR → American Robotics \n🏗️ Autonomous Drone Bases → Airobotics \n🛡️ Counter-UAS (Soft Kill) → Sentrycs \n⚔️ Counter-UAS (Hard Kill) → Iron Drone \n🤖 Ground Robotics → Roboteam \n📡 Comms Backbone → Ondas Networks  \n\nFrom the ground to the stratosphere. All under one command system.  \n\nThe $20M border contract this week? First time the full stack deploys together.  \n\n$6M in new Middle East orders yesterday. \n\nRevenue target: $170-180M (up from $50M last year).  \n\nFull deep research report with bull AND bear case below 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jnxovvQFPx", "parent_author": null, "ret_m1d": 0.011316836795815188, "ret_signed_m1d": 0.011316836795815188, "alpha_spy_m1d": 0.020000727767353066, "alpha_c_m1d": 0.020000727767353066, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02983538620227577, "ret_signed_p1d": 0.02983538620227577, "alpha_spy_p1d": 0.03144240177876545, "alpha_c_p1d": 0.03144240177876545, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.08333327609979402, "ret_signed_p1w": 0.08333327609979402, "alpha_spy_p1w": 0.09695608935226274, "alpha_c_p1w": 0.09695608935226274, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.01954737951007235, "ret_signed_p1m": -0.01954737951007235, "alpha_spy_p1m": 0.005884519495819696, "alpha_c_p1m": 0.005884519495819696, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.2314814751221994, "ret_signed_p3m": 0.2314814751221994, "alpha_spy_p3m": 0.11222561271327369, "alpha_c_p3m": 0.11222561271327369, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01954737951007235, "alpha_spy_stated": 0.005884519495819696, "alpha_c_stated": 0.005884519495819696, "price_path": [-0.1435, -0.072, -0.0998, -0.2088, -0.1677, -0.2418, -0.1975, -0.0514, -0.0463, -0.0782, -0.0607, -0.0607, -0.1276, -0.1296, -0.0751, 0.0041, 0.0041, 0.1337, 0.2891, 0.321, 0.2531, 0.4414, 0.4084, 0.357, 0.429, 0.3951, 0.3189, 0.251, 0.251, 0.3508, 0.2912, 0.2984, 0.2521, 0.1481, 0.2613, 0.2623, 0.1595, 0.0658, 0.0947, 0.1708, -0.0041, -0.1276, -0.0031, 0.0638, -0.0041, -0.0504, -0.0772, -0.0422, -0.0422, 0.034, 0.1389, 0.1718, 0.0319, 0.0484, 0.07, 0.0597, 0.0751, 0.037, 0.0977, 0.0309, 0.0813, 0.0792, 0.0113, 0.0, 0.0298, 0.0113, 0.0628, 0.0453, 0.0833, 0.1605, 0.1142, 0.106, 0.035, 0.1214, 0.0988, 0.0607, -0.0288, -0.0947, -0.1615, -0.07, -0.0936, -0.0123, -0.0123, -0.0206, -0.0195, -0.0278, -0.0597, -0.0607, -0.0257, -0.0329, 0.0319, 0.0494, 0.0288, 0.1039, 0.1183, 0.1379, 0.0844, 0.0854, 0.1265, 0.0782, -0.0237, 0.0329, 0.0617, 0.001, -0.0401, -0.0391, -0.0854, -0.0679, -0.0309, -0.07, -0.0885, 0.1533, 0.0926, -0.0021, -0.0612, -0.037, -0.0556, -0.0679, -0.0679, 0.0051, 0.1111, 0.3632, 0.3601, 0.3848, 0.3971, 0.1944, 0.2315, 0.073, 0.0597, -0.0072, -0.0422, 0.0113, -0.0401, -0.0216, -0.0525, -0.0617, -0.0463, -0.0463, -0.0854, -0.1224, -0.2099, -0.2104, -0.1944, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054490751409553579", "ticker_idx": 0, "ts": "2026-05-13T09:15:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is treating the HBM ramp as pure upside. It's actually a margin mix problem in disguise.", "tweet_type": "analysis", "timeline": "months", "summary": "Short MU: HBM ramp cannibalises high-margin DRAM capacity, creating a margin mix headwind the market is ignoring.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU bulls have one thesis: HBM ramp drives margin expansion. The risk they're not pricing: HBM cannibalises your best DRAM.\n\nHere's the mechanics on why this may be an issue:\n\n1. HBM and standard DRAM share fab capacity \n2. Standard DRAM gross margins: heading toward 75% by Nov '26 - HBM gross margins: 61–63%\n3. As Micron accelerates HBM to compete with $000660, it's converting high-margin capacity into lower-margin product.\n\nThe market is treating the HBM ramp as pure upside. It's actually a margin mix problem in disguise.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.046103290777913974, "ret_signed_m1d": 0.046103290777913974, "alpha_spy_m1d": 0.04053958101706234, "alpha_c_m1d": 0.026521098935019305, "bench_spy_m1d": -0.005563709760851632, "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": -0.03436904414888675, "ret_signed_p1d": 0.03436904414888675, "alpha_spy_p1d": 0.04226335905344125, "alpha_c_p1d": 0.04464051229883792, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.08914551996958386, "ret_signed_p1w": 0.08914551996958386, "alpha_spy_p1w": 0.0877175791695265, "alpha_c_p1w": 0.07552002905539468, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.23921455031088334, "ret_signed_p1m": -0.23921455031088334, "alpha_spy_p1m": -0.24534401216218604, "alpha_c_p1m": -0.1745987014924626, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23921455031088334, "alpha_spy_stated": -0.24534401216218604, "alpha_c_stated": -0.1745987014924626, "price_path": [-0.488, -0.488, -0.5027, -0.4764, -0.4809, -0.4674, -0.4764, -0.4801, -0.4664, -0.4831, -0.4871, -0.4867, -0.5277, -0.5015, -0.5061, -0.5394, -0.5158, -0.4986, -0.4792, -0.4958, -0.47, -0.4505, -0.4257, -0.4257, -0.4474, -0.474, -0.4971, -0.508, -0.5247, -0.5579, -0.5557, -0.5996, -0.5796, -0.5423, -0.5443, -0.5443, -0.5299, -0.5302, -0.4939, -0.4755, -0.4766, -0.4692, -0.4206, -0.4323, -0.431, -0.4337, -0.442, -0.4408, -0.3934, -0.4006, -0.3819, -0.3473, -0.3725, -0.3549, -0.3565, -0.3253, -0.2827, -0.2034, -0.1705, -0.1954, -0.0707, -0.0103, -0.0461, 0.0, -0.0344, -0.0983, -0.1519, -0.1305, -0.0891, -0.0517, -0.0655, -0.0655, 0.1148, 0.1553, 0.1492, 0.2083, 0.2885, 0.3241, 0.3434, 0.2394, 0.0751, 0.1812, 0.1646, 0.1098, 0.2392, 0.2215, 0.3538, 0.2702, 0.2981, 0.4111, 0.4111, 0.5074, 0.3088, 0.3047, 0.5101, 0.409, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033537518252196188", "ticker_idx": 0, "ts": "2026-03-16T13:35:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A low share price before March 25 = cheaper accumulation for anyone paying attention to the fundamentals", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish ONDS into earnings: cash-funded acquisitions, $170-180M revenue guide, low price = accumulation opportunity.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Unpopular opinion: $ONDS doesn't need the stock price to move before earnings.\n\nThey need it to stay quiet.\n\nHere's why 👇\n\nEvery acquisition they've made in the last 60 days was funded with cash, not dilution. Mistral ($1B+ DoD prime), BIRD Aerosystems, Palantir partnership.\n\nA low share price before March 25 = cheaper accumulation for anyone paying attention to the fundamentals.\n\n$170-180M revenue guide. Set before the acquisitions.\n\nSometimes the best setup is the one nobody's talking about.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03513769182733695, "ret_signed_m1d": -0.03513769182733695, "alpha_spy_m1d": -0.02506335201323784, "alpha_c_m1d": -0.02506335201323784, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07122507303125802, "ret_signed_p1d": 0.07122507303125802, "alpha_spy_p1d": 0.06859452804015254, "alpha_c_p1d": 0.06859452804015254, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": 0.03513769182733695, "ret_signed_p1w": 0.03513769182733695, "alpha_spy_p1w": 0.05286511813410755, "alpha_c_p1w": 0.05286511813410755, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": -0.10731245423517899, "ret_signed_p1m": -0.10731245423517899, "alpha_spy_p1m": -0.14815753034140744, "alpha_c_p1m": -0.14815753034140744, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": -0.06647671671570132, "ret_signed_p3m": -0.06647671671570132, "alpha_spy_p3m": -0.17221908582403078, "alpha_c_p3m": -0.17221908582403078, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10731245423517899, "alpha_spy_stated": -0.14815753034140744, "alpha_c_stated": -0.14815753034140744, "price_path": [-0.3001, -0.2593, -0.1244, -0.1197, -0.1491, -0.133, -0.133, -0.1947, -0.1966, -0.1462, -0.0731, -0.0731, 0.0465, 0.1899, 0.2194, 0.1567, 0.3305, 0.3001, 0.2526, 0.3191, 0.2877, 0.2175, 0.1548, 0.1548, 0.2469, 0.1918, 0.1985, 0.1557, 0.0598, 0.1643, 0.1652, 0.0703, -0.0161, 0.0104, 0.0807, -0.0807, -0.1947, -0.0798, -0.018, -0.0807, -0.1235, -0.1481, -0.1159, -0.1159, -0.0456, 0.0513, 0.0817, -0.0475, -0.0323, -0.0123, -0.0218, -0.0076, -0.0427, 0.0133, -0.0484, -0.0019, -0.0038, -0.0665, -0.0769, -0.0494, -0.0665, -0.019, -0.0351, 0.0, 0.0712, 0.0285, 0.0209, -0.0446, 0.0351, 0.0142, -0.0209, -0.1035, -0.1643, -0.226, -0.1415, -0.1633, -0.0883, -0.0883, -0.0959, -0.095, -0.1026, -0.132, -0.133, -0.1007, -0.1073, -0.0475, -0.0313, -0.0503, 0.019, 0.0323, 0.0503, 0.0009, 0.0019, 0.0399, -0.0047, -0.0988, -0.0465, -0.0199, -0.076, -0.114, -0.113, -0.1557, -0.1396, -0.1054, -0.1415, -0.1586, 0.0646, 0.0085, -0.0788, -0.1334, -0.1111, -0.1282, -0.1396, -0.1396, -0.0722, 0.0256, 0.2583, 0.2555, 0.2783, 0.2896, 0.1026, 0.1368, -0.0095, -0.0218, -0.0836, -0.1159, -0.0665, -0.114, -0.0969, -0.1254, -0.1339, -0.1197, -0.1197, -0.1557, -0.1899, -0.2707, -0.2711, -0.2564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054879671389450350", "ticker_idx": 0, "ts": "2026-05-14T11:01:06+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST $ARBE for robotics", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends OUST and ARBE as small-cap plays on robotics.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@2147mill $OUST $ARBE for robotics", "reply_text": null, "parent_text": "Small cap gems, talk to me. What you got?👀", "quoted_text": null, "parent_author": "2147mill", "ret_m1d": -0.019793529240540453, "ret_signed_m1d": -0.019793529240540453, "alpha_spy_m1d": -0.011961046421841148, "alpha_c_m1d": -0.005030346310454181, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.012029343756796207, "alpha_c_p1d": 0.018050159910438568, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.006597806603825251, "ret_signed_p1w": 0.006597806603825251, "alpha_spy_p1w": 0.013882300252426316, "alpha_c_p1w": 0.011611720999271213, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": 0.1417096540509546, "ret_signed_p1m": 0.1417096540509546, "alpha_spy_p1m": 0.15029059192869398, "alpha_c_p1m": 0.11218320308224072, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1417096540509546, "alpha_spy_stated": 0.15029059192869398, "alpha_c_stated": 0.11218320308224072, "price_path": [-0.4616, -0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054879671389450350", "ticker_idx": 1, "ts": "2026-05-14T11:01:06+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST $ARBE for robotics", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends OUST and ARBE as small-cap plays on robotics.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@2147mill $OUST $ARBE for robotics", "reply_text": null, "parent_text": "Small cap gems, talk to me. What you got?👀", "quoted_text": null, "parent_author": "2147mill", "ret_m1d": -0.12173912051945401, "ret_signed_m1d": -0.12173912051945401, "alpha_spy_m1d": -0.11390663770075471, "alpha_c_m1d": -0.10697593758936774, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08695654427396826, "ret_signed_p1d": -0.08695654427396826, "alpha_spy_p1d": -0.07492720051717205, "alpha_c_p1d": -0.0689063843635297, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.03478267990573958, "ret_signed_p1w": 0.03478267990573958, "alpha_spy_p1w": 0.04206717355434064, "alpha_c_p1w": 0.03979659430118554, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": -0.23652170505776005, "ret_signed_p1m": -0.23652170505776005, "alpha_spy_p1m": -0.22794076718002065, "alpha_c_p1m": -0.2660481560264739, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23652170505776005, "alpha_spy_stated": -0.22794076718002065, "alpha_c_stated": -0.2660481560264739, "price_path": [-0.0348, -0.0609, -0.0522, -0.0348, -0.0087, -0.0783, -0.1217, -0.1043, -0.1896, -0.2852, -0.3026, -0.3043, -0.2739, -0.2809, -0.3217, -0.2965, -0.3043, -0.2774, -0.3217, -0.3409, -0.3217, -0.3217, -0.3391, -0.3652, -0.4061, -0.4, -0.4087, -0.4383, -0.4704, -0.4939, -0.5174, -0.4696, -0.4435, -0.4435, -0.4435, -0.4078, -0.4609, -0.4174, -0.4348, -0.4348, -0.4165, -0.3904, -0.3209, -0.293, -0.2739, -0.2913, -0.307, -0.3217, -0.3496, -0.3139, -0.3122, -0.3304, -0.3496, -0.2565, -0.2696, -0.2713, -0.2835, -0.2435, -0.3043, -0.3035, -0.2209, -0.24, -0.1217, 0.0, -0.087, -0.1304, -0.1948, -0.1348, 0.0348, -0.0174, -0.0174, 0.0, 0.0696, 0.0522, -0.0435, 0.087, -0.0174, -0.0609, -0.0696, -0.2087, -0.2322, -0.2609, -0.2548, -0.2017, -0.2365, -0.2304, -0.2609, -0.2687, -0.2852, -0.2852, -0.3774, -0.3835, -0.4296, -0.4348, -0.4287, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008561254831628746", "ticker_idx": 0, "ts": "2026-01-06T15:28:15+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": "Sell and buy Bitcoin. Retire by 40.", "tweet_type": "prediction", "timeline": "years", "summary": "Buy Bitcoin in Roth IRA to retire by 40; bullish long-term BTC call.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes Sell and buy Bitcoin. Retire by 40.", "reply_text": null, "parent_text": "My Roth IRA is pathetic \n\nIt sounds so incredibly dumb but not being able to touch this money until 59.5 makes this really unattractive \n\nI don’t want to work until I’m 59.5\n\nI know, I should still be maxing it 😒 https://t.co/YWsgEjYNN0", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": 0.0016379496880802868, "ret_signed_m1d": 0.0016379496880802868, "alpha_spy_m1d": 0.007549948395274009, "alpha_c_m1d": 0.007549948395274009, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.005911998707193722, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025829527204251357, "ret_signed_p1d": -0.025829527204251357, "alpha_spy_p1d": -0.0226061149230532, "alpha_c_p1d": -0.0226061149230532, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.003223412281198157, "ret_p1w": 0.016993134131000565, "ret_signed_p1w": 0.016993134131000565, "alpha_spy_p1w": 0.014159976205174063, "alpha_c_p1w": 0.014159976205174063, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.0028331579258265016, "ret_p1m": -0.2209489189081958, "ret_signed_p1m": -0.2209489189081958, "alpha_spy_p1m": -0.21282533103027657, "alpha_c_p1m": -0.21282533103027657, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.008123587877919225, "ret_p3m": -0.2859085315415548, "ret_signed_p3m": -0.2859085315415548, "alpha_spy_p3m": -0.23648902602575295, "alpha_c_p3m": -0.23648902602575295, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.049419505515801876, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2985, 0.2079, 0.2298, 0.2069, 0.182, 0.1542, 0.1359, 0.1799, 0.1573, 0.1489, 0.1743, 0.1846, 0.2175, 0.2051, 0.1742, 0.1555, 0.1689, 0.1368, 0.0839, 0.1084, 0.0808, 0.1029, 0.1309, 0.0989, 0.0846, 0.0637, 0.0071, -0.0174, -0.0083, -0.0241, -0.0757, -0.0922, -0.0582, -0.0681, -0.0343, -0.0261, -0.03, -0.079, -0.0254, -0.0021, -0.0169, -0.0463, -0.033, -0.0111, -0.0182, -0.013, -0.0369, -0.078, -0.0628, -0.0809, -0.0882, -0.06, -0.0559, -0.0674, -0.0653, -0.0693, -0.0686, -0.0703, -0.0565, -0.0664, -0.0533, -0.0404, 0.0016, 0.0, -0.0258, -0.0288, -0.0343, -0.0271, 0.017, 0.0341, 0.0194, 0.0192, -0.0125, -0.0578, -0.0464, -0.0455, -0.0451, -0.0583, -0.0494, -0.0485, -0.0978, -0.1024, -0.1605, -0.1931, -0.2209, -0.331, -0.2472, -0.2519, -0.266, -0.2853, -0.2935, -0.2654, -0.2655, -0.2799, -0.2913, -0.2856, -0.2744, -0.3106, -0.3163, -0.2749, -0.2803, -0.2971, -0.2662, -0.2714, -0.2242, -0.2442, -0.273, -0.2702, -0.2539, -0.251, -0.2479, -0.2428, -0.2013, -0.2113, -0.2399, -0.2541, -0.2476, -0.2434, -0.2476, -0.2392, -0.2661, -0.2922, -0.2885, -0.272, -0.2737, -0.2864, -0.2859, -0.2653, -0.2325, -0.2412, -0.2343, -0.2214, -0.2053, -0.2086, -0.2019, -0.1982, -0.1771, -0.1905, -0.1854, -0.1656, -0.1649, -0.1736, -0.1746, -0.1854, -0.1915, -0.1859, -0.1659, -0.1483, -0.1366, -0.1312, -0.1464, -0.1445, -0.128, -0.1414, -0.1542, -0.1353, -0.1564, -0.179, -0.1811, -0.1736, -0.1727, -0.1946, -0.1755, -0.191, -0.2068, -0.2154, -0.2172, -0.2391, -0.2883, -0.317, -0.3193, -0.35, -0.3269, -0.3423, -0.3444, -0.3219, -0.3221, -0.2928, -0.3001, -0.3127, -0.329, -0.3221, -0.3177, -0.3314, -0.3492, -0.3628, -0.3597, null, null, null]}
{"unit_id": "reply:2008216070868332996", "ticker_idx": 0, "ts": "2026-01-05T16:36:36+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN TO $170", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN with a price target of $170.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@kevinxu @alpha_ai $IREN TO $170", "reply_text": null, "parent_text": "just went ALL IN $IREN 🚀\n\n- bitcoin miner switched to Al training\n- signed a HUGE $9.7 billion msft contract\n- chip war will be intense this year\n- fully vertically integrated in US\n- strong balance sheet\n- i like the chart setup\n\ndid my research on @alpha_ai and alerted first https://t.co/3kHm6Y8tTr", "quoted_text": null, "parent_author": "kevinxu", "ret_m1d": -0.11484246937744758, "ret_signed_m1d": -0.11484246937744758, "alpha_spy_m1d": -0.1082263271467172, "alpha_c_m1d": -0.09346349861744296, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.021378970760004612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04830020211410457, "ret_signed_p1d": -0.04830020211410457, "alpha_spy_p1d": -0.054247360413475665, "alpha_c_p1d": -0.053110525375478, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.004810323261373428, "ret_p1w": 0.043325043115013395, "ret_signed_p1w": 0.043325043115013395, "alpha_spy_p1w": 0.03250673961472317, "alpha_c_p1w": 0.05829029522683049, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.014965252111817096, "ret_p1m": 0.12748751030675964, "ret_signed_p1m": 0.12748751030675964, "alpha_spy_p1m": 0.12485565007639998, "alpha_c_p1m": 0.17380863647025813, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -0.04632112616349848, "ret_p3m": -0.2792288713106703, "ret_signed_p3m": -0.2792288713106703, "alpha_spy_p3m": -0.23546261847186045, "alpha_c_p3m": -0.1661805849797634, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.11304828633090691, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12748751030675964, "alpha_spy_stated": 0.12485565007639998, "alpha_c_stated": 0.17380863647025813, "price_path": [0.2456, 0.3236, 0.239, 0.3296, 0.442, 0.4092, 0.2817, 0.2587, 0.2276, 0.1442, 0.0744, 0.158, 0.3039, 0.3472, 0.2939, 0.2525, 0.2069, 0.2593, 0.4044, 0.3812, 0.584, 0.3881, 0.2931, 0.2473, 0.1895, 0.1546, 0.0085, -0.0388, -0.0172, 0.0126, -0.05, -0.0989, -0.124, 0.0052, -0.016, 0.0044, 0.0044, -0.0089, 0.0052, -0.1476, -0.0887, -0.0371, -0.0732, -0.0394, -0.029, -0.0896, -0.0891, -0.1681, -0.2645, -0.2415, -0.2998, -0.2579, -0.1725, -0.1285, -0.1279, -0.1298, -0.1298, -0.1646, -0.183, -0.2061, -0.217, -0.217, -0.1148, 0.0, -0.0483, -0.0957, -0.0531, -0.0458, 0.0433, 0.0985, 0.0962, 0.0757, 0.1986, 0.1986, 0.1248, 0.1086, 0.0833, 0.175, 0.0854, 0.2436, 0.3047, 0.2405, 0.114, 0.1003, 0.1275, -0.0684, -0.1752, -0.1329, -0.0433, -0.1101, -0.1155, -0.1702, -0.1248, -0.1248, -0.1507, -0.1277, -0.1026, -0.1712, -0.1219, -0.0578, -0.0873, -0.0829, -0.1511, -0.142, -0.1947, -0.0912, -0.1682, -0.2392, -0.1949, -0.2098, -0.1298, -0.1424, -0.1381, -0.0684, -0.1095, -0.125, -0.1364, -0.1441, -0.126, -0.1476, -0.1412, -0.2237, -0.2726, -0.3445, -0.2894, -0.2933, -0.2792, -0.2792, -0.2718, -0.2591, -0.2365, -0.2318, -0.1849, -0.1072, -0.018, 0.012, -0.0112, -0.0025, 0.01, -0.0636, 0.0031, 0.0784, 0.0498, 0.0025, -0.0788, -0.1115, -0.0566, -0.0535, 0.0257, 0.1347, 0.2641, 0.1785, 0.2687, 0.1432, 0.1725, 0.1437, 0.2106, 0.0974, 0.046, -0.0104, 0.0927, 0.2036, 0.1781, 0.1781, 0.2392, 0.4063, 0.3277, 0.3172, 0.3543, 0.3806, 0.3574, 0.2823, 0.1267, 0.227, 0.1198, 0.068, 0.1756, 0.239, 0.2614, 0.2268, 0.2046, 0.243, 0.243, 0.1789, 0.1343, 0.0427, -0.0104, -0.0214, null, null]}
{"unit_id": "orig:2026975532408058324", "ticker_idx": 0, "ts": "2026-02-26T11:00:00+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA proves the spend isn't slowing", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author bullish on space/defense AI infrastructure as the next wave of AI spend; names RKLB, ONDS, PL, OSS, NBIS as plays, with NVDA confirming spend acceleration.", "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": "$NVDA just posted $68B in revenue. $78B guidance. \n\nAI infrastructure spend is accelerating. \n\nBut nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. \n\nTrump just announced a $1 TRILLION defense budget.\n\nSpace Force funding up 40%. \"Golden Dome\" missile defense. Hypersonic weapons.  \n\nThe companies building sensors, satellite data pipelines, and autonomous defense systems - they ARE the next AI infrastructure. \n\n 5 names I'm watching:  \n1. $RKLB - reports earnings TONIGHT. Launching NatSec + hypersonic test missions \n2. $ONDS - counter-UAS for NATO allies. Already winning contracts in Germany, Israel, APAC \n3. $PL - satellite imagery feeding defense AI models. $7.7B market cap \n4. $OSS - rugged edge AI computing for the U.S. military \n5. $NBIS - AI cloud infrastructure  \n\n$NVDA proves the spend isn't slowing. The question is: where does it flow next?  \n\nI think it's space and defense. 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{"unit_id": "orig:2026975532408058324", "ticker_idx": 1, "ts": "2026-02-26T11:00:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB - reports earnings TONIGHT. Launching NatSec + hypersonic test missions", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author bullish on space/defense AI infrastructure as the next wave of AI spend; names RKLB, ONDS, PL, OSS, NBIS as plays, with NVDA confirming spend acceleration.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just posted $68B in revenue. $78B guidance. \n\nAI infrastructure spend is accelerating. \n\nBut nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. \n\nTrump just announced a $1 TRILLION defense budget.\n\nSpace Force funding up 40%. \"Golden Dome\" missile defense. Hypersonic weapons.  \n\nThe companies building sensors, satellite data pipelines, and autonomous defense systems - they ARE the next AI infrastructure. \n\n 5 names I'm watching:  \n1. $RKLB - reports earnings TONIGHT. Launching NatSec + hypersonic test missions \n2. $ONDS - counter-UAS for NATO allies. Already winning contracts in Germany, Israel, APAC \n3. $PL - satellite imagery feeding defense AI models. $7.7B market cap \n4. $OSS - rugged edge AI computing for the U.S. military \n5. $NBIS - AI cloud infrastructure  \n\n$NVDA proves the spend isn't slowing. The question is: where does it flow next?  \n\nI think it's space and defense. 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{"unit_id": "orig:2026975532408058324", "ticker_idx": 2, "ts": "2026-02-26T11:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS - counter-UAS for NATO allies. Already winning contracts in Germany, Israel, APAC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author bullish on space/defense AI infrastructure as the next wave of AI spend; names RKLB, ONDS, PL, OSS, NBIS as plays, with NVDA confirming spend acceleration.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just posted $68B in revenue. $78B guidance. \n\nAI infrastructure spend is accelerating. \n\nBut nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. \n\nTrump just announced a $1 TRILLION defense budget.\n\nSpace Force funding up 40%. \"Golden Dome\" missile defense. Hypersonic weapons.  \n\nThe companies building sensors, satellite data pipelines, and autonomous defense systems - they ARE the next AI infrastructure. \n\n 5 names I'm watching:  \n1. $RKLB - reports earnings TONIGHT. Launching NatSec + hypersonic test missions \n2. $ONDS - counter-UAS for NATO allies. Already winning contracts in Germany, Israel, APAC \n3. $PL - satellite imagery feeding defense AI models. $7.7B market cap \n4. $OSS - rugged edge AI computing for the U.S. military \n5. $NBIS - AI cloud infrastructure  \n\n$NVDA proves the spend isn't slowing. The question is: where does it flow next?  \n\nI think it's space and defense. 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{"unit_id": "orig:2026975532408058324", "ticker_idx": 3, "ts": "2026-02-26T11:00:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL - satellite imagery feeding defense AI models", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author bullish on space/defense AI infrastructure as the next wave of AI spend; names RKLB, ONDS, PL, OSS, NBIS as plays, with NVDA confirming spend acceleration.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just posted $68B in revenue. $78B guidance. \n\nAI infrastructure spend is accelerating. \n\nBut nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. \n\nTrump just announced a $1 TRILLION defense budget.\n\nSpace Force funding up 40%. \"Golden Dome\" missile defense. Hypersonic weapons.  \n\nThe companies building sensors, satellite data pipelines, and autonomous defense systems - they ARE the next AI infrastructure. \n\n 5 names I'm watching:  \n1. $RKLB - reports earnings TONIGHT. Launching NatSec + hypersonic test missions \n2. $ONDS - counter-UAS for NATO allies. Already winning contracts in Germany, Israel, APAC \n3. $PL - satellite imagery feeding defense AI models. $7.7B market cap \n4. $OSS - rugged edge AI computing for the U.S. military \n5. $NBIS - AI cloud infrastructure  \n\n$NVDA proves the spend isn't slowing. The question is: where does it flow next?  \n\nI think it's space and defense. 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{"unit_id": "orig:2026975532408058324", "ticker_idx": 4, "ts": "2026-02-26T11:00:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSS - rugged edge AI computing for the U.S. military", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author bullish on space/defense AI infrastructure as the next wave of AI spend; names RKLB, ONDS, PL, OSS, NBIS as plays, with NVDA confirming spend acceleration.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just posted $68B in revenue. $78B guidance. \n\nAI infrastructure spend is accelerating. \n\nBut nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. \n\nTrump just announced a $1 TRILLION defense budget.\n\nSpace Force funding up 40%. \"Golden Dome\" missile defense. 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{"unit_id": "orig:2026975532408058324", "ticker_idx": 5, "ts": "2026-02-26T11:00:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS - AI cloud infrastructure", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author bullish on space/defense AI infrastructure as the next wave of AI spend; names RKLB, ONDS, PL, OSS, NBIS as plays, with NVDA confirming spend acceleration.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just posted $68B in revenue. $78B guidance. \n\nAI infrastructure spend is accelerating. \n\nBut nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. \n\nTrump just announced a $1 TRILLION defense budget.\n\nSpace Force funding up 40%. \"Golden Dome\" missile defense. Hypersonic weapons.  \n\nThe companies building sensors, satellite data pipelines, and autonomous defense systems - they ARE the next AI infrastructure. \n\n 5 names I'm watching:  \n1. $RKLB - reports earnings TONIGHT. Launching NatSec + hypersonic test missions \n2. $ONDS - counter-UAS for NATO allies. Already winning contracts in Germany, Israel, APAC \n3. $PL - satellite imagery feeding defense AI models. $7.7B market cap \n4. $OSS - rugged edge AI computing for the U.S. military \n5. $NBIS - AI cloud infrastructure  \n\n$NVDA proves the spend isn't slowing. The question is: where does it flow next?  \n\nI think it's space and defense. Most of Fin X is neglecting this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011823088535823256, "ret_signed_m1d": 0.011823088535823256, "alpha_spy_m1d": 0.006237618768760722, "alpha_c_m1d": 0.013707972052717454, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": -0.001884883516894198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13053008362436402, "ret_signed_p1d": -0.13053008362436402, "alpha_spy_p1d": -0.12572814276575273, "alpha_c_p1d": -0.14192491780753846, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": 0.01139483418317444, "ret_p1w": -0.08800530100355497, "ret_signed_p1w": -0.08800530100355497, "alpha_spy_p1w": -0.0764138444774366, "alpha_c_p1w": -0.10274144788219897, "bench_spy_p1w": -0.011591456526118371, "bench_c_p1w": 0.014736146878643996, "ret_p1m": -0.03871088543970602, "ret_signed_p1m": -0.03871088543970602, "alpha_spy_p1m": 0.038872541205849376, "alpha_c_p1m": 0.04129614129033532, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.08000702673004134, "ret_p3m": 0.9837910279103599, "ret_signed_p3m": 0.9837910279103599, "alpha_spy_p3m": 0.8919007657539784, "alpha_c_p3m": 0.9906558959629255, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": -0.006864868052565587, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03871088543970602, "alpha_spy_stated": 0.038872541205849376, "alpha_c_stated": 0.04129614129033532, "price_path": [-0.0451, -0.0804, -0.0568, -0.0198, -0.0652, -0.0434, -0.0808, -0.1076, -0.1011, -0.1639, -0.2264, -0.2282, -0.2806, -0.2554, -0.147, -0.1111, -0.1416, -0.1311, -0.1311, -0.1649, -0.1796, -0.1879, -0.2019, -0.2019, -0.1424, -0.1149, -0.0442, -0.0827, -0.0723, -0.0663, 0.0234, 0.0052, -0.0277, -0.0095, 0.0367, 0.0367, -0.0533, -0.0573, -0.0766, -0.099, -0.128, -0.0668, -0.0424, -0.0951, -0.1877, -0.1594, -0.1424, -0.2144, -0.2957, -0.1791, -0.1144, -0.1248, -0.1551, -0.1445, -0.0655, -0.0655, -0.0702, -0.0294, 0.026, -0.0664, -0.0407, -0.0219, 0.0118, 0.0, -0.1305, -0.1322, -0.1724, -0.0677, -0.088, -0.1483, -0.0948, -0.0806, 0.0678, 0.0301, 0.0769, 0.2381, 0.1092, 0.1304, 0.1587, 0.1215, 0.0884, 0.0956, 0.0973, 0.0104, -0.0387, -0.1203, -0.0107, -0.0279, 0.0376, 0.0376, 0.073, 0.1194, 0.1918, 0.2999, 0.3822, 0.4737, 0.5441, 0.5901, 0.5765, 0.4983, 0.5175, 0.4927, 0.4887, 0.4977, 0.4031, 0.3822, 0.292, 0.3462, 0.318, 0.473, 0.6821, 0.6773, 0.8601, 0.7617, 0.6881, 0.7744, 0.7078, 0.9763, 1.1086, 1.0971, 0.9056, 0.8853, 0.8289, 1.097, 1.0478, 1.0478, 0.9838, 0.9867, 1.1581, 1.2034, 1.522, 1.4846, 1.3997, 1.4759, 1.1721, 1.0786, 1.0988, 1.0184, 1.119, 1.2155, 1.4797, 1.5277, 1.6784, 1.7335, 1.7335, 1.7041, 1.6244, 1.4758, 1.4469, 1.2912, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2015411530800439660", "ticker_idx": 0, "ts": "2026-01-25T13:08:48+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE is one of the few companies that actually isn't affected by tariffs because of its domestic production line. Furthermore, it is being widely acknowledged that datacenters need more energy, solar is the only way.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TE: tariff-immune domestic production + datacenter energy demand makes solar the play.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "It’s particularly focused on at the moment due to the tariff situation arising. \n\n$TE is one of the few companies that actually isn’t affected by tariffs because of its domestic production line.\n\nFurthermore, it is being widely acknowledged that datacenters need more energy, solar is the only way.", "reply_text": null, "parent_text": "@CoffeeStocksGuy What's with the hype on $TE lately?", "quoted_text": null, "parent_author": "JOptionEngineer", "ret_m1d": 0.04422600018347089, "ret_signed_m1d": 0.04422600018347089, "alpha_spy_m1d": 0.04927857380549705, "alpha_c_m1d": 0.045199381094361724, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0009733809108908309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12039305907894993, "ret_signed_p1d": 0.12039305907894993, "alpha_spy_p1d": 0.11640889370047902, "alpha_c_p1d": 0.11625626019478719, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.00413679888416274, "ret_p1w": 0.06388200026501356, "ret_signed_p1w": 0.06388200026501356, "alpha_spy_p1w": 0.06001333848044044, "alpha_c_p1w": 0.04471915264013848, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.01916284762487508, "ret_p1m": -0.12899264698387625, "ret_signed_p1m": -0.12899264698387625, "alpha_spy_p1m": -0.12122618178712863, "alpha_c_p1m": -0.2056443174318694, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.07665167044799315, "ret_p3m": -0.33783788216827104, "ret_signed_p3m": -0.33783788216827104, "alpha_spy_p3m": -0.3633236970160101, "alpha_c_p3m": -0.3997622089178068, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.06192432674953574, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12899264698387625, "alpha_spy_stated": -0.12122618178712863, "alpha_c_stated": -0.2056443174318694, "price_path": [-0.5577, -0.5528, -0.543, -0.5799, -0.5479, -0.4975, -0.5479, -0.5319, -0.4472, -0.4582, -0.527, -0.5713, -0.5872, -0.6093, -0.6241, -0.645, -0.6658, -0.6658, -0.6143, -0.5958, -0.5283, -0.5283, -0.4939, -0.4509, -0.4177, -0.4447, -0.3722, -0.2838, -0.2604, -0.1732, -0.2445, -0.2789, -0.3428, -0.3784, -0.3317, -0.3342, -0.2604, -0.2101, -0.1032, -0.1265, -0.1339, -0.1339, -0.1646, -0.2113, -0.2015, -0.1794, -0.1794, -0.0369, 0.0074, -0.0602, -0.1057, -0.1634, -0.1474, -0.1143, -0.0344, -0.0344, -0.0897, 0.0037, 0.0037, 0.0172, -0.0393, 0.0283, 0.0442, 0.0, 0.1204, 0.1658, 0.0909, 0.0233, 0.0639, 0.1167, -0.0504, -0.1069, 0.016, -0.0614, -0.0774, -0.1585, -0.2371, -0.2482, -0.2482, -0.2088, -0.2064, -0.2248, -0.2371, -0.2273, -0.129, -0.113, -0.1044, -0.2432, -0.1597, -0.2002, -0.1278, -0.1634, -0.1744, -0.1204, -0.0197, 0.0, -0.0491, -0.0639, -0.0516, -0.043, -0.0995, -0.0528, -0.1892, -0.1597, -0.188, -0.1794, -0.2285, -0.2924, -0.3096, -0.4607, -0.4496, -0.4853, -0.4853, -0.5025, -0.5172, -0.4877, -0.4865, -0.4238, -0.3722, -0.4029, -0.344, -0.387, -0.3821, -0.3882, -0.3747, -0.3378, -0.3378, -0.3501, -0.3477, -0.398, -0.3993, -0.4103, -0.3673, -0.3735, -0.344, -0.3526, -0.3673, -0.2432, -0.258, -0.2813, -0.3108, -0.2961, -0.3034, -0.14, -0.1548, 0.0688, 0.0713, -0.0074, -0.0074, 0.2838, 0.3464, 0.3292, 0.2973, 0.2789, 0.4791, 0.4128, 0.4324, 0.1585, 0.1216, 0.0393, -0.0504, 0.0405, 0.0442, 0.0958, 0.0602, 0.1106, 0.1486, 0.1486, 0.2776, 0.1351, 0.0479, 0.0442, 0.0086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2059619126843191342", "ticker_idx": 0, "ts": "2026-05-27T12:54:00+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INFQ is the only publicly listed neutral-atom quantum company... The sensing business is the floor... the only neutral-atom name, the only dual-revenue quantum company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long INFQ as the only listed neutral-atom/dual-revenue quantum company; DoD contracts, $443M cash, $40M+ 2026 guidance, sensing revenue as downside floor.", "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": "original", "lang": "en", "tweet_text": "The quantum computing sector has $IONQ, $RGTI, $QBTS - and then $INFQ, which the market hasn't fully worked out yet.\n\n$INFQ is the only publicly listed neutral-atom quantum company. Every peer uses trapped ions or superconducting circuits. Neutral atoms carry no charge. They scale without the electromagnetic interference that constrains trapped-ion systems at higher qubit counts. 230+ patents. Nobel Prize-winning technology foundation.\n\nThe part that separates it from every other listed name: it has two commercial revenue streams. Quantum sensing products - atomic clocks, RF sensors, inertial navigation - are already deployed and generating revenue today. No quantum hardware breakthrough required. The compute platform is the upside. The sensing business is the floor.\n\nDoD investment: $100M CHIPS Act grant from the US government, which also took a minority equity stake. Active contracts with DARPA, the US Navy, and the US Army. Customers include NASA, SAIC, $LMT, and $NVDA. The UK National Quantum Computing Centre. \n\nQ1 2026: $9.5M revenue. Record quarter. +14% year on year. 100% organic. 2026 guidance: $40M+. Cash on the balance sheet: $443M. Total liabilities: $27M.\n\n~82.3× forward P/S. Expensive in absolute terms. But the only neutral-atom name, the only dual-revenue quantum company.\n\n$INFQ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.027166887144735474, "ret_signed_m1d": 0.027166887144735474, "alpha_spy_m1d": 0.026993614961941415, "alpha_c_m1d": 0.026993614961941415, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.00017327218279405976, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14941787929604522, "ret_signed_p1d": 0.14941787929604522, "alpha_spy_p1d": 0.1439013006951353, "alpha_c_p1d": 0.1439013006951353, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.005516578600909927, "ret_p1w": 0.1261319407796626, "ret_signed_p1w": 0.1261319407796626, "alpha_spy_p1w": 0.12109506112057744, "alpha_c_p1w": 0.12109506112057744, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.0050368796590851694, "ret_p1m": -0.17270375612586153, "ret_signed_p1m": -0.17270375612586153, "alpha_spy_p1m": -0.15369102759208342, "alpha_c_p1m": -0.15369102759208342, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": -0.01901272853377811, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17270375612586153, "alpha_spy_stated": -0.15369102759208342, "alpha_c_stated": -0.15369102759208342, "price_path": [-0.2471, -0.229, -0.2361, -0.2367, -0.2749, -0.3098, -0.2458, -0.2141, -0.2607, -0.3092, -0.348, -0.3176, -0.3027, -0.3661, -0.3777, -0.4301, -0.3803, -0.337, -0.2671, -0.3111, -0.3629, -0.423, -0.3655, -0.3913, -0.3163, -0.3163, -0.3241, -0.3506, -0.2678, -0.2309, -0.1856, -0.1856, -0.0867, -0.0298, 0.0071, 0.1268, 0.0349, -0.0291, -0.0395, -0.097, -0.1417, -0.1397, -0.1837, -0.2199, -0.2309, -0.1973, -0.2057, -0.2173, -0.1235, -0.2167, -0.216, -0.1695, -0.1527, -0.1404, -0.0964, -0.1953, -0.2646, -0.3124, -0.2768, -0.0492, 0.0576, 0.0576, 0.0272, 0.0, 0.1494, 0.0492, 0.1442, 0.2853, 0.1261, 0.0964, -0.0582, -0.042, -0.1132, -0.1216, -0.0867, -0.132, -0.0414, -0.1345, -0.1371, -0.1248, -0.1248, -0.0809, 0.0323, -0.088, -0.1727, -0.1184, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056067480515486074", "ticker_idx": 0, "ts": "2026-05-17T17:41:01+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the only quantum company with real commercial scale, trades at a fraction of that on $130M annual revenue. One company has the fidelity records. One company has the revenue.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IONQ as the only quantum company with real commercial scale and fidelity records, trading at a fraction of Quantinuum's 556x P/S valuation.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "I just read all 102 pages of the McKinsey Quantum report 2026.\n\nHere's what the company data actually shows:\n- Quantinuum just filed its S-1 at a $20B valuation.\nLast 12 months of revenue: $36M.\n\nThat's a 556x price-to-sales multiple.\n\nFor context - $IONQ , the only quantum company with real commercial scale, trades at a fraction of that on $130M annual revenue.\n\nOne company has the fidelity records. One company has the revenue.\n\nThey are not the same company.\n$IONQ $QBTS $RGTI $INFQ $QUBT $XNDU", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/v6DGTIWTcH", "parent_author": null, "ret_m1d": 0.053538822067005665, "ret_signed_m1d": 0.053538822067005665, "alpha_spy_m1d": 0.05283481747548402, "alpha_c_m1d": 0.04264183638860808, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01764353523326556, "ret_signed_p1d": -0.01764353523326556, "alpha_spy_p1d": -0.010982747145772187, "alpha_c_p1d": -0.011220035104292592, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.2906103755275766, "ret_signed_p1w": 0.2906103755275766, "alpha_spy_p1w": 0.28114715541819657, "alpha_c_p1w": 0.2560267933606071, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.13688906534194833, "ret_signed_p1m": 0.13688906534194833, "alpha_spy_p1m": 0.1210763832517987, "alpha_c_p1m": 0.06760712211246633, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13688906534194833, "alpha_spy_stated": 0.1210763832517987, "alpha_c_stated": 0.06760712211246633, "price_path": [-0.3239, -0.322, -0.3531, -0.3758, -0.3588, -0.3188, -0.171, -0.2219, -0.2225, -0.2486, -0.247, -0.2695, -0.2754, -0.2726, -0.2878, -0.305, -0.3302, -0.3312, -0.3249, -0.3245, -0.3433, -0.3531, -0.3673, -0.3285, -0.3368, -0.3519, -0.3948, -0.4421, -0.4608, -0.4153, -0.4364, -0.4058, -0.4058, -0.407, -0.4222, -0.4121, -0.4305, -0.4161, -0.3965, -0.2748, -0.1229, -0.0939, -0.0653, -0.0201, -0.0614, -0.0395, -0.1152, -0.1343, -0.1109, -0.1263, -0.146, -0.085, -0.0631, -0.0722, -0.0266, 0.0661, -0.0331, -0.0014, 0.1537, 0.133, 0.1207, 0.1655, 0.0535, 0.0, -0.0176, 0.0641, 0.1943, 0.2906, 0.2906, 0.2902, 0.3263, 0.4224, 0.4616, 0.405, 0.448, 0.3837, 0.3316, 0.1515, 0.2736, 0.1497, 0.1484, 0.176, 0.1732, 0.2407, 0.1369, 0.1091, 0.1468, 0.1468, 0.1827, 0.1732, 0.087, 0.0253, 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]}
{"unit_id": "orig:2041963060286435347", "ticker_idx": 0, "ts": "2026-04-08T19:35:06+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When this runs, it will run fast. Full belief in the execution of the team", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long ONDS; frustrated by short pressure but confident in defence contracts, FIFA deal, and guidance execution — expects a sharp rally when catalyst arrives.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "The short interest is just so frustrating for $ONDS right now.\n\nAll of the defence contracts, the FIFA partnership, the record forward guidance.\n\nAnd yet we’re red amongst a sea of green.\n\n$ONDS needs a BIG deal to finally break these shorts.\n\nPatience is needed. When this runs, it will run fast.\n\nFull belief in the execution of the team and @CeoOndas 🫡🫡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008465600563041242, "ret_signed_m1d": 0.008465600563041242, "alpha_spy_m1d": 0.03330264654210868, "alpha_c_m1d": 0.03330264654210868, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.02483704597906744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032804176952305086, "ret_signed_p1d": -0.032804176952305086, "alpha_spy_p1d": -0.03857319465149067, "alpha_c_p1d": -0.03857319465149067, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.005769017699185586, "ret_p1w": 0.061375654541008684, "ret_signed_p1w": 0.061375654541008684, "alpha_spy_p1w": 0.02597683086591296, "alpha_c_p1w": 0.02597683086591296, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.035398823675095725, "ret_p1m": -0.05925920394128881, "ret_signed_p1m": -0.05925920394128881, "alpha_spy_p1m": -0.1414620939175436, "alpha_c_p1m": -0.1414620939175436, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.0822028899762548, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05925920394128881, "alpha_spy_stated": -0.1414620939175436, "alpha_c_stated": -0.1414620939175436, "price_path": [0.4487, 0.3958, 0.4698, 0.4349, 0.3566, 0.2868, 0.2868, 0.3894, 0.328, 0.3354, 0.2878, 0.181, 0.2974, 0.2984, 0.1926, 0.0963, 0.1259, 0.2042, 0.0243, -0.1026, 0.0254, 0.0942, 0.0243, -0.0233, -0.0508, -0.0148, -0.0148, 0.0635, 0.1714, 0.2053, 0.0614, 0.0783, 0.1005, 0.0899, 0.1058, 0.0667, 0.1291, 0.0603, 0.1122, 0.1101, 0.0402, 0.0286, 0.0593, 0.0402, 0.0931, 0.0751, 0.1143, 0.1937, 0.146, 0.1376, 0.0646, 0.1534, 0.1302, 0.091, -0.0011, -0.0688, -0.1376, -0.0434, -0.0677, 0.0159, 0.0159, 0.0074, 0.0085, 0.0, -0.0328, -0.0339, 0.0021, -0.0053, 0.0614, 0.0794, 0.0582, 0.1354, 0.1503, 0.1704, 0.1153, 0.1164, 0.1587, 0.109, 0.0042, 0.0624, 0.0921, 0.0296, -0.0127, -0.0116, -0.0593, -0.0413, -0.0032, -0.0434, -0.0624, 0.1862, 0.1238, 0.0265, -0.0344, -0.0095, -0.0286, -0.0413, -0.0413, 0.0339, 0.1429, 0.4021, 0.3989, 0.4243, 0.437, 0.2286, 0.2667, 0.1037, 0.0899, 0.0212, -0.0148, 0.0402, -0.0127, 0.0063, -0.0254, -0.0349, -0.019, -0.019, -0.0593, -0.0974, -0.1873, -0.1878, -0.1714, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008978713623580690", "ticker_idx": 0, "ts": "2026-01-07T19:07:05+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$7.27 is the most amazing support level I think i've ever seen. Launch pad soon 🚀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on TE: $7.27 acting as strong support, expecting an upside breakout soon.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE $7.27 is the most amazing support level I think i’ve ever seen.\n\nLaunch pad soon 🚀 https://t.co/ySN8o2i2Wr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05082415863952594, "ret_signed_m1d": 0.05082415863952594, "alpha_spy_m1d": 0.047590322370783866, "alpha_c_m1d": 0.03163810225431196, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.01918605638521398, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06456047437959922, "ret_signed_p1d": -0.06456047437959922, "alpha_spy_p1d": -0.06445894706532596, "alpha_c_p1d": -0.072109129437394, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": 0.007548655057794784, "ret_p1w": 0.07967031689430737, "ret_signed_p1w": 0.07967031689430737, "alpha_spy_p1w": 0.07853927947824424, "alpha_c_p1w": 0.046330640829075787, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.03333967606523158, "ret_p1m": -0.0013736577738504563, "ret_signed_p1m": -0.0013736577738504563, "alpha_spy_p1m": 0.015970250654028906, "alpha_c_p1m": -0.06050435484651884, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": 0.05913069707266838, "ret_p3m": -0.44368130851448395, "ret_signed_p3m": -0.44368130851448395, "alpha_spy_p3m": -0.40184360183944123, "alpha_c_p3m": -0.4820693424425675, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": 0.03838803392808354, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0013736577738504563, "alpha_spy_stated": 0.015970250654028906, "alpha_c_stated": -0.06050435484651884, "price_path": [-0.5, -0.5192, -0.4492, -0.2802, -0.3558, -0.4066, -0.3462, -0.3846, -0.4354, -0.4904, -0.5234, -0.4739, -0.4918, -0.5055, -0.5, -0.489, -0.5302, -0.4945, -0.4382, -0.4945, -0.4766, -0.3819, -0.3942, -0.4712, -0.5206, -0.5385, -0.5632, -0.5797, -0.603, -0.6264, -0.6264, -0.5687, -0.5481, -0.4725, -0.4725, -0.4341, -0.386, -0.3489, -0.3791, -0.2981, -0.1992, -0.1731, -0.0755, -0.1552, -0.1937, -0.2651, -0.3049, -0.2527, -0.2555, -0.1731, -0.1168, 0.0027, -0.0234, -0.0316, -0.0316, -0.0659, -0.1181, -0.1071, -0.0824, -0.0824, 0.0769, 0.1264, 0.0508, 0.0, -0.0646, -0.0467, -0.0096, 0.0797, 0.0797, 0.0179, 0.1223, 0.1223, 0.1374, 0.0742, 0.1497, 0.1676, 0.1181, 0.2527, 0.3036, 0.2198, 0.1442, 0.1896, 0.2486, 0.0618, -0.0014, 0.136, 0.0495, 0.0316, -0.0591, -0.147, -0.1593, -0.1593, -0.1154, -0.1126, -0.1332, -0.147, -0.136, -0.0261, -0.0082, 0.0014, -0.1538, -0.0604, -0.1058, -0.0247, -0.0646, -0.0769, -0.0165, 0.0962, 0.1181, 0.0632, 0.0467, 0.0604, 0.0701, 0.0069, 0.0591, -0.0934, -0.0604, -0.092, -0.0824, -0.1374, -0.2088, -0.228, -0.397, -0.3846, -0.4245, -0.4245, -0.4437, -0.4602, -0.4272, -0.4258, -0.3558, -0.2981, -0.3324, -0.2665, -0.3146, -0.3091, -0.3159, -0.3008, -0.2596, -0.2596, -0.2734, -0.2706, -0.3269, -0.3283, -0.3407, -0.2926, -0.2995, -0.2665, -0.2761, -0.2926, -0.1538, -0.1703, -0.1964, -0.2294, -0.2129, -0.2212, -0.0385, -0.0549, 0.1951, 0.1978, 0.1099, 0.1099, 0.4354, 0.5055, 0.4863, 0.4505, 0.4299, 0.6538, 0.5797, 0.6016, 0.2953, 0.2541, 0.1621, 0.0618, 0.1635, 0.1676, 0.2253, 0.1854, 0.2418, 0.2843, 0.2843, 0.4286, 0.2692, 0.1717, 0.1676, 0.1277, null, null, null, null]}
{"unit_id": "reply:2008940966619787429", "ticker_idx": 0, "ts": "2026-01-07T16:37:05+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": "If $BTC is going to do well, which it so obviously will.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC (expressed as obvious) and MSTR as a consequence, pushing back on parent's 'not a buy' thesis.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TacticzH If $BTC is going to do well, which it so obviously will.\n\nThen $MSTR will do great. \n\nI do understand the concerns though", "reply_text": null, "parent_text": "Why I believe \n\n$PLTR is NOT a buy right now\n\n$TSLA is NOT a buy right now\n\n$HIMS is NOT a buy right now\n\n$ASTS is NOT a buy right now\n\n$ASML is NOT a buy right now\n\n$MSTR is NOT a buy right now\n\n$BMNR is NOT a buy right now\n\n$SOFI is NOT a buy right now\n\nValuation matters.", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": 0.02651438113303084, "ret_signed_m1d": 0.02651438113303084, "alpha_spy_m1d": 0.023280544864288766, "alpha_c_m1d": 0.023280544864288766, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003076724046541912, "ret_signed_p1d": -0.003076724046541912, "alpha_spy_p1d": -0.002975196732268648, "alpha_c_p1d": -0.002975196732268648, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": 0.06156382869768384, "ret_signed_p1w": 0.06156382869768384, "alpha_spy_p1w": 0.06043279128162071, "alpha_c_p1w": 0.06043279128162071, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.0011310374160631298, "ret_p1m": -0.31329061964087745, "ret_signed_p1m": -0.31329061964087745, "alpha_spy_p1m": -0.2959467112129981, "alpha_c_p1m": -0.2959467112129981, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.017343908427879362, "ret_p3m": -0.24585154770111584, "ret_signed_p3m": -0.24585154770111584, "alpha_spy_p3m": -0.20401384102607312, "alpha_c_p3m": -0.20401384102607312, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.04183770667504272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.31329061964087745, "alpha_spy_stated": -0.2959467112129981, "alpha_c_stated": -0.2959467112129981, "price_path": [0.2399, 0.2624, 0.2389, 0.2133, 0.1848, 0.166, 0.2112, 0.188, 0.1794, 0.2055, 0.216, 0.2498, 0.2371, 0.2053, 0.1862, 0.1999, 0.1669, 0.1126, 0.1378, 0.1094, 0.1321, 0.1609, 0.128, 0.1134, 0.0919, 0.0338, 0.0086, 0.018, 0.0017, -0.0512, -0.0681, -0.0333, -0.0434, -0.0086, -0.0002, -0.0043, -0.0546, 0.0005, 0.0243, 0.0091, -0.021, -0.0073, 0.0152, 0.0078, 0.0132, -0.0114, -0.0535, -0.0379, -0.0566, -0.064, -0.0351, -0.0309, -0.0426, -0.0405, -0.0446, -0.0439, -0.0457, -0.0315, -0.0416, -0.0282, -0.0149, 0.0282, 0.0265, 0.0, -0.0031, -0.0087, -0.0013, 0.044, 0.0616, 0.0465, 0.0462, 0.0136, -0.0328, -0.0211, -0.0202, -0.0198, -0.0333, -0.0242, -0.0233, -0.0739, -0.0786, -0.1382, -0.1717, -0.2003, -0.3133, -0.2273, -0.232, -0.2466, -0.2663, -0.2747, -0.2459, -0.246, -0.2608, -0.2725, -0.2667, -0.2552, -0.2923, -0.2982, -0.2557, -0.2613, -0.2785, -0.2468, -0.2521, -0.2037, -0.2242, -0.2538, -0.2509, -0.2342, -0.2311, -0.228, -0.2228, -0.1801, -0.1904, -0.2197, -0.2343, -0.2276, -0.2233, -0.2277, -0.219, -0.2466, -0.2735, -0.2696, -0.2527, -0.2544, -0.2674, -0.267, -0.2459, -0.2121, -0.2211, -0.214, -0.2007, -0.1842, -0.1876, -0.1807, -0.1769, -0.1553, -0.169, -0.1638, -0.1435, -0.1428, -0.1517, -0.1527, -0.1638, -0.1701, -0.1643, -0.1438, -0.1257, -0.1137, -0.1082, -0.1237, -0.1218, -0.1049, -0.1186, -0.1318, -0.1123, -0.1341, -0.1572, -0.1594, -0.1517, -0.1508, -0.1733, -0.1536, -0.1696, -0.1858, -0.1946, -0.1964, -0.2189, -0.2695, -0.2989, -0.3012, -0.3328, -0.309, -0.3249, -0.327, -0.3039, -0.3041, -0.274, -0.2815, -0.2945, -0.3112, -0.3041, -0.2996, -0.3137, -0.332, -0.3459, -0.3427, null, null, null, null]}
{"unit_id": "reply:2008940966619787429", "ticker_idx": 1, "ts": "2026-01-07T16:37:05+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Then $MSTR will do great.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC (expressed as obvious) and MSTR as a consequence, pushing back on parent's 'not a buy' thesis.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TacticzH If $BTC is going to do well, which it so obviously will.\n\nThen $MSTR will do great. \n\nI do understand the concerns though", "reply_text": null, "parent_text": "Why I believe \n\n$PLTR is NOT a buy right now\n\n$TSLA is NOT a buy right now\n\n$HIMS is NOT a buy right now\n\n$ASTS is NOT a buy right now\n\n$ASML is NOT a buy right now\n\n$MSTR is NOT a buy right now\n\n$BMNR is NOT a buy right now\n\n$SOFI is NOT a buy right now\n\nValuation matters.", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.02385219407203165, "ret_signed_m1d": -0.02385219407203165, "alpha_spy_m1d": -0.027086030340773726, "alpha_c_m1d": -0.027086030340773726, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03176172113632192, "ret_signed_p1d": 0.03176172113632192, "alpha_spy_p1d": 0.03186324845059518, "alpha_c_p1d": 0.03186324845059518, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": 0.10813816846068769, "ret_signed_p1w": 0.10813816846068769, "alpha_spy_p1w": 0.10700713104462456, "alpha_c_p1w": 0.10700713104462456, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.0011310374160631298, "ret_p1m": -0.33887414785137526, "ret_signed_p1m": -0.33887414785137526, "alpha_spy_p1m": -0.3215302394234959, "alpha_c_p1m": -0.3215302394234959, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.017343908427879362, "ret_p3m": -0.21096211458546166, "ret_signed_p3m": -0.21096211458546166, "alpha_spy_p3m": -0.16912440791041894, "alpha_c_p3m": -0.16912440791041894, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.04183770667504272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.33887414785137526, "alpha_spy_stated": -0.3215302394234959, "alpha_c_stated": -0.3215302394234959, "price_path": [0.8834, 0.9494, 0.8579, 0.8338, 0.7539, 0.7912, 0.8328, 0.8656, 0.7352, 0.7606, 0.7863, 0.8268, 0.7589, 0.7015, 0.5731, 0.6654, 0.6355, 0.5262, 0.5757, 0.4657, 0.495, 0.4761, 0.4296, 0.3879, 0.2886, 0.2343, 0.2076, 0.2779, 0.1524, 0.0945, 0.0536, 0.1063, 0.064, 0.0853, 0.0853, 0.0949, 0.0593, 0.1205, 0.1641, 0.1494, 0.106, 0.1351, 0.1678, 0.141, 0.1327, 0.0903, 0.0015, 0.035, -0.009, -0.0222, 0.0185, 0.0154, -0.0244, -0.0193, -0.0193, -0.0187, -0.0398, -0.0384, -0.0611, -0.0611, -0.0289, 0.0179, -0.0239, 0.0, 0.0318, -0.0278, 0.0025, 0.069, 0.1081, 0.0561, 0.0734, 0.0734, -0.0099, 0.0122, -0.0053, 0.0079, -0.0077, -0.0015, -0.0209, -0.1152, -0.0749, -0.1372, -0.1765, -0.2023, -0.3389, -0.1662, -0.1445, -0.1781, -0.221, -0.2399, -0.1727, -0.1727, -0.2049, -0.2263, -0.2001, -0.1902, -0.2356, -0.23, -0.1618, -0.1757, -0.1998, -0.1494, -0.1801, -0.0951, -0.1361, -0.1749, -0.1414, -0.1444, -0.1452, -0.1513, -0.1369, -0.0884, -0.0714, -0.1314, -0.1458, -0.1617, -0.146, -0.1581, -0.1403, -0.1786, -0.2212, -0.2496, -0.2288, -0.2413, -0.2595, -0.2595, -0.211, -0.2355, -0.2072, -0.2037, -0.2051, -0.1821, -0.1509, -0.113, -0.0797, 0.029, 0.0555, 0.0132, 0.1083, 0.0657, 0.0568, 0.0455, 0.024, -0.0225, 0.0224, 0.0948, 0.1358, 0.1549, 0.1544, 0.1113, 0.1592, 0.2108, 0.1396, 0.1001, 0.1553, 0.0963, 0.0297, 0.0173, 0.0246, 0.0187, -0.012, -0.012, -0.0117, -0.0471, -0.063, -0.0169, -0.0745, -0.1591, -0.218, -0.2006, -0.2558, -0.214, -0.2769, -0.2872, -0.2576, -0.2339, -0.1896, -0.2411, -0.2797, -0.3046, -0.3046, -0.3236, -0.3583, -0.4183, -0.4727, -0.4914, null, null, null, null]}
{"unit_id": "orig:2058642011314372721", "ticker_idx": 0, "ts": "2026-05-24T20:11:17+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The cleanest revenue chart of any company right now. 56% CAGR.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST on exceptional 56% revenue CAGR, called the cleanest revenue chart of any company right now.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST: Total Revenue YoY\n\nThe cleanest revenue chart of any company right now. 56% CAGR. https://t.co/Q5zOfEpR5R", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029802809340674559", "ticker_idx": 0, "ts": "2026-03-06T06:14:36+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm looking to add a pretty big position soon. The more I research, the better it gets.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Plans to add a large AMPX position; increasing conviction the more he researches.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@anni_sen I acc don’t hold $AMPX at the moment - so I’m looking to add a pretty big position soon.\n\nThe more I research, the better it gets.\n\nAppreciate the reply Anni! I’m a big fan", "reply_text": null, "parent_text": "@CoffeeStocksGuy $AMPX has a long runway. I think what your article describes is modern warfare since Ukraine war, fought by small, low cost,unmanned machines which scales easily.", "quoted_text": null, "parent_author": "anni_sen", "ret_m1d": -0.08818123619785645, "ret_signed_m1d": -0.08818123619785645, "alpha_spy_m1d": -0.10146244463305187, "alpha_c_m1d": -0.10065622880530833, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.012474992607451885, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08511937514651136, "ret_signed_p1d": 0.08511937514651136, "alpha_spy_p1d": 0.07635941362419874, "alpha_c_p1d": 0.07923494296822087, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.0058844321782904885, "ret_p1w": 0.09920397102278389, "ret_signed_p1w": 0.09920397102278389, "alpha_spy_p1w": 0.11421030564159662, "alpha_c_p1w": 0.13033264613013384, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.031128675107349957, "ret_p1m": 0.07532146650232097, "ret_signed_p1m": 0.07532146650232097, "alpha_spy_p1m": 0.09264856307498326, "alpha_c_p1m": 0.10396366392505663, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.02864219742273566, "ret_p3m": 0.33129209263243653, "ret_signed_p3m": 0.33129209263243653, "alpha_spy_p3m": 0.20648189620951807, "alpha_c_p3m": 0.304229228714173, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.027062863918263513, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07532146650232097, "alpha_spy_stated": 0.09264856307498326, "alpha_c_stated": 0.10396366392505663, "price_path": [-0.2835, -0.3239, -0.2994, -0.3319, -0.3846, -0.3705, -0.4623, -0.4397, -0.4274, -0.4446, -0.466, -0.4776, -0.4776, -0.4936, -0.515, -0.5205, -0.5168, -0.5168, -0.4648, -0.436, -0.4372, -0.455, -0.4342, -0.4195, -0.387, -0.4078, -0.3656, -0.3784, -0.3264, -0.3264, -0.316, -0.3099, -0.2682, -0.316, -0.3325, -0.2909, -0.2664, -0.1684, -0.2382, -0.1947, -0.101, -0.2407, -0.3521, -0.2505, -0.2352, -0.2927, -0.3197, -0.376, -0.3895, -0.3895, -0.4017, -0.3931, -0.3662, -0.417, -0.3754, -0.3386, -0.3227, -0.2945, -0.3429, -0.2903, -0.2878, -0.2315, -0.0882, 0.0, 0.0851, 0.1023, 0.1384, 0.12, 0.0992, 0.1445, 0.1868, 0.1574, 0.1702, 0.1145, 0.1439, 0.0876, 0.098, 0.0508, -0.0129, -0.0986, 0.0325, -0.0496, -0.0202, -0.0202, 0.0753, 0.0227, 0.0361, -0.011, 0.0545, 0.1261, 0.0955, 0.1206, 0.1715, 0.1433, 0.2009, 0.3123, 0.3895, 0.3307, 0.2652, 0.3117, 0.2058, 0.2456, 0.2897, 0.278, 0.248, 0.3105, 0.3588, -0.0135, 0.0227, 0.0827, 0.1531, 0.0729, 0.0943, 0.0318, -0.0282, -0.0521, -0.0772, -0.0631, -0.0184, -0.0184, 0.0919, 0.0508, 0.2768, 0.2419, 0.3319, 0.4029, 0.3313, 0.3803, 0.2058, 0.1531, 0.0667, 0.0061, 0.0472, -0.0012, 0.03, -0.0514, -0.0814, -0.0098, -0.0098, -0.0416, -0.1353, -0.2333, -0.2309, -0.2094, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059970185402916905", "ticker_idx": 0, "ts": "2026-05-28T12:08:59+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "12x year-over-year growth... Hirain shipping chipsets for a 48x48 L4 radar project... Robotaxi players placed follow-on Phoenix orders... PEAK6 filed a 5%+ stake last month. They don't do that on a guess. Exciting times.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish ARBE on 12x revenue growth, narrowing losses, L4 radar wins, physical AI/NVDA ecosystem angle, and PEAK6 5%+ stake filing.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$ARBE Q1 2026 earnings just dropped and it’s seriously impressive.\n\nRevenue: $0.5M - up from $0.04M a year ago.\n\nThat’s 12x year-over-year growth. From a small base, but the direction is unambiguous.\n\nNet loss narrowed to $9.4M from $13.8M. Operating expenses down 16%. A 15% cost reduction hasn’t even hit the P&L yet - that kicks in mid-Q2.\n\nCash: $53.6M. Full year guidance reaffirmed at $4–6M.\n\nThe operational story is what matters here. Hirain shipping chipsets for a 48x48 L4 radar project with a Chinese automaker. A second Hirain platform for China’s mass market in development. Robotaxi players placed follow-on Phoenix orders.\n\nThen this: Arbe started selling complete radar systems in Q1. Initial units shipped to perimeter security and physical AI customers.\n\nPhysical AI. That’s Jensen’s language. That’s the $NVDA ecosystem.\n\nArbe’s dense, long-range, all-weather radar as the perception layer for the next era of autonomy. The company said it directly.\n\nPEAK6 filed a 5%+ stake last month. They don’t do that on a guess.\n\nExciting times.\n\n$ARBE\n\n---\n\nFull year guidance: $4–6M revenue. $53.6M cash.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01652890933552542, "ret_signed_m1d": 0.01652890933552542, "alpha_spy_m1d": 0.022015222259958445, "alpha_c_m1d": 0.029480536937211643, "bench_spy_m1d": -0.005486312924433023, "bench_c_m1d": -0.012951627601686222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09090909986546103, "ret_signed_p1d": -0.09090909986546103, "alpha_spy_p1d": -0.09340050466891026, "alpha_c_p1d": -0.11322649515333139, "bench_spy_p1d": 0.0024914048034492264, "bench_c_p1d": 0.022317395287870356, "ret_p1w": -0.11570246386874916, "ret_signed_p1w": -0.11570246386874916, "alpha_spy_p1w": -0.11900227978067046, "alpha_c_p1w": -0.14952636673444464, "bench_spy_p1w": 0.0032998159119213, "bench_c_p1w": 0.03382390286569548, "ret_p1m": -0.45702480617161245, "ret_signed_p1m": -0.45702480617161245, "alpha_spy_p1m": -0.4255751082938761, "alpha_c_p1m": -0.4274607165089259, "bench_spy_p1m": -0.03144969787773633, "bench_c_p1m": -0.029564089662686532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3372, -0.3388, -0.3099, -0.3165, -0.3554, -0.3314, -0.3388, -0.3132, -0.3554, -0.3736, -0.3554, -0.3554, -0.3719, -0.3967, -0.4355, -0.4298, -0.438, -0.4661, -0.4967, -0.519, -0.5413, -0.4959, -0.4711, -0.4711, -0.4711, -0.4372, -0.4876, -0.4463, -0.4628, -0.4628, -0.4455, -0.4207, -0.3545, -0.3281, -0.3099, -0.3264, -0.3413, -0.3554, -0.3818, -0.3479, -0.3463, -0.3636, -0.3818, -0.2934, -0.3058, -0.3074, -0.319, -0.281, -0.3388, -0.338, -0.2595, -0.2777, -0.1653, -0.0496, -0.1322, -0.1736, -0.2347, -0.1777, -0.0165, -0.0661, -0.0661, -0.0496, 0.0165, 0.0, -0.0909, 0.0331, -0.0661, -0.1074, -0.1157, -0.2479, -0.2702, -0.2975, -0.2917, -0.2413, -0.2744, -0.2686, -0.2975, -0.305, -0.3207, -0.3207, -0.4083, -0.414, -0.4579, -0.4628, -0.457, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2060039167409611088", "ticker_idx": 0, "ts": "2026-05-28T16:43:05+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INFQ", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses bullish call on INFQ toward $40-$50 range.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "qct", "tweet_text": "$INFQ", "reply_text": null, "parent_text": null, "quoted_text": "$INFQ Alright, if you get anything out of this post, just look at the charts at the bottom.\n\nMy current call: I think $INFQ should at least be debated closer to the $40-$50 range. One could argue even higher.\n\nNot because every quantum name should trade the same. Not because https://t.co/mO7T2r6tsg", "parent_author": null, "ret_m1d": -0.12999439280303815, "ret_signed_m1d": -0.12999439280303815, "alpha_spy_m1d": -0.12450807987860513, "alpha_c_m1d": -0.12450807987860513, "bench_spy_m1d": -0.005486312924433023, "bench_c_m1d": -0.005486312924433023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08722572338100243, "ret_signed_p1d": -0.08722572338100243, "alpha_spy_p1d": -0.08971712818445166, "alpha_c_p1d": -0.08971712818445166, "bench_spy_p1d": 0.0024914048034492264, "bench_c_p1d": 0.0024914048034492264, "ret_p1w": -0.046145170157604776, "ret_signed_p1w": -0.046145170157604776, "alpha_spy_p1w": -0.049444986069526076, "alpha_c_p1w": -0.049444986069526076, "bench_spy_p1w": 0.0032998159119213, "bench_c_p1w": 0.0032998159119213, "ret_p1m": -0.23297694072450048, "ret_signed_p1m": -0.23297694072450048, "alpha_spy_p1m": -0.20152724284676415, "alpha_c_p1m": -0.20152724284676415, "bench_spy_p1m": -0.03144969787773633, "bench_c_p1m": -0.03144969787773633, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23297694072450048, "alpha_spy_stated": -0.20152724284676415, "alpha_c_stated": -0.20152724284676415, "price_path": [-0.3292, -0.3354, -0.336, -0.3692, -0.3995, -0.3438, -0.3163, -0.3568, -0.399, -0.4328, -0.4063, -0.3934, -0.4485, -0.4586, -0.5042, -0.4609, -0.4232, -0.3624, -0.4007, -0.4457, -0.498, -0.4479, -0.4705, -0.4052, -0.4052, -0.4119, -0.435, -0.363, -0.3309, -0.2915, -0.2915, -0.2054, -0.1559, -0.1238, -0.0197, -0.0996, -0.1553, -0.1643, -0.2144, -0.2532, -0.2515, -0.2898, -0.3213, -0.3309, -0.3016, -0.3089, -0.3191, -0.2375, -0.3185, -0.318, -0.2774, -0.2628, -0.2521, -0.2138, -0.2999, -0.3602, -0.4018, -0.3708, -0.1728, -0.0799, -0.0799, -0.1064, -0.13, 0.0, -0.0872, -0.0045, 0.1182, -0.0203, -0.0461, -0.1806, -0.1666, -0.2285, -0.2358, -0.2054, -0.2448, -0.166, -0.247, -0.2493, -0.2386, -0.2386, -0.2003, -0.1019, -0.2065, -0.2802, -0.233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027799961887445197", "ticker_idx": 0, "ts": "2026-02-28T17:36:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB — $602M revenue. $1.85B backlog. 38% growth. 21 consecutive successful launches. Down 30% from highs. Adding.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKLB, ONDS, OSS, PL as preferred holdings over biotech; bearish on IBRX citing 113x sales and $342M cash burn.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "People keep asking: if not $IBRX, then what?  \n\nHere's what I own instead of a biotech right now:\n\n$RKLB — $602M revenue. $1.85B backlog. 38% growth. 21 consecutive successful launches. Down 30% from highs. Adding.  \n$ONDS — Defense autonomy. Revenue target: $170-180M in 2026. Up 25% YTD on defense spending momentum.  \n$OSS — Navy edge computing. First profitable quarter. Trading under $3. Government contracts stacking.  \n$PL — Earth observation data. $23+ and grinding. 800+ satellite constellation.  \n\nThese companies have contract backlogs, government customers, and growing revenue.  I'd rather own $602M growing 38% at 62x sales than $113M at 113x with $342M in annual cash burn.  \n\nThat's just math.  Not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026349199864977857, "ret_signed_m1d": -0.026349199864977857, "alpha_spy_m1d": -0.025780999913662783, "alpha_c_m1d": -0.016511290689479985, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011836042734068797, "ret_signed_p1d": -0.011836042734068797, "alpha_spy_p1d": -0.0030217918215831308, "alpha_c_p1d": 0.007504351427080946, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.019340394161149743, "ret_p1w": 0.007186164963481678, "ret_signed_p1w": 0.007186164963481678, "alpha_spy_p1w": 0.019001791767322085, "alpha_c_p1w": 0.0516802866374062, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.044494121673924525, "ret_p1m": -0.09511060848102271, "ret_signed_p1m": -0.09511060848102271, "alpha_spy_p1m": -0.04519089935362708, "alpha_c_p1m": -0.0016754223463200102, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 1.0858108529398485, "ret_signed_p3m": 1.0858108529398485, "alpha_spy_p3m": 0.9834173955709808, "alpha_c_p3m": 1.111588613492935, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09511060848102271, "alpha_spy_stated": -0.04519089935362708, "alpha_c_stated": -0.0016754223463200102, "price_path": [-0.3699, -0.3044, -0.3088, -0.2735, -0.2471, -0.1895, -0.1048, -0.1336, -0.2192, -0.2181, -0.2397, -0.1557, -0.0063, 0.0927, 0.0875, 0.0875, 0.0875, -0.0045, -0.012, -0.0073, -0.017, -0.017, 0.0707, 0.101, 0.2122, 0.1847, 0.1706, 0.1956, 0.2386, 0.22, 0.2935, 0.2789, 0.3569, 0.3569, 0.2563, 0.2374, 0.2397, 0.2526, 0.134, 0.2259, 0.248, 0.2073, 0.1282, 0.0448, 0.1451, 0.0302, -0.0655, 0.019, 0.0686, 0.0149, -0.019, -0.0699, -0.0497, -0.0497, -0.0152, 0.0486, 0.079, -0.0015, -0.0107, -0.0141, -0.0108, 0.0237, -0.0263, 0.0, -0.0118, 0.0132, -0.0137, -0.0121, 0.0072, -0.0287, 0.0139, -0.0366, -0.0361, 0.0048, 0.1074, -0.021, 0.0135, -0.0527, -0.0418, -0.069, 0.0269, -0.0709, -0.1415, -0.1915, -0.0951, -0.0768, -0.0457, -0.0457, -0.0465, -0.0655, -0.0266, -0.0596, -0.0411, -0.0049, 0.0176, 0.0371, 0.1685, 0.1949, 0.2605, 0.2208, 0.2687, 0.1921, 0.1227, 0.1595, 0.1074, 0.0852, 0.1626, 0.1105, 0.1316, 0.1098, 0.1928, 0.1072, 0.4861, 0.6535, 0.6565, 0.7493, 0.8677, 0.7581, 0.8481, 0.7939, 0.8921, 0.7676, 0.9129, 0.9129, 1.0178, 1.1168, 1.0858, 1.0217, 0.7245, 0.7376, 0.6162, 0.6902, 0.5511, 0.6014, 0.525, 0.4802, 0.6173, 0.4427, 0.5394, 0.4743, 0.5215, 0.5111, 0.5111, 0.4131, 0.3403, 0.2035, 0.137, 0.1912, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027799961887445197", "ticker_idx": 1, "ts": "2026-02-28T17:36:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS — Defense autonomy. Revenue target: $170-180M in 2026. Up 25% YTD on defense spending momentum.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKLB, ONDS, OSS, PL as preferred holdings over biotech; bearish on IBRX citing 113x sales and $342M cash burn.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "People keep asking: if not $IBRX, then what?  \n\nHere's what I own instead of a biotech right now:\n\n$RKLB — $602M revenue. $1.85B backlog. 38% growth. 21 consecutive successful launches. Down 30% from highs. Adding.  \n$ONDS — Defense autonomy. Revenue target: $170-180M in 2026. Up 25% YTD on defense spending momentum.  \n$OSS — Navy edge computing. First profitable quarter. Trading under $3. Government contracts stacking.  \n$PL — Earth observation data. $23+ and grinding. 800+ satellite constellation.  \n\nThese companies have contract backlogs, government customers, and growing revenue.  I'd rather own $602M growing 38% at 62x sales than $113M at 113x with $342M in annual cash burn.  \n\nThat's just math.  Not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.055295234148940886, "ret_signed_m1d": -0.055295234148940886, "alpha_spy_m1d": -0.05472703419762581, "alpha_c_m1d": -0.05472703419762581, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.060918426793117764, "ret_signed_p1d": -0.060918426793117764, "alpha_spy_p1d": -0.0521041758806321, "alpha_c_p1d": -0.0521041758806321, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.08903465815110889, "ret_signed_p1w": -0.08903465815110889, "alpha_spy_p1w": -0.07721903134726849, "alpha_c_p1w": -0.07721903134726849, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.15276477064535066, "ret_signed_p1m": -0.15276477064535066, "alpha_spy_p1m": -0.10284506151795503, "alpha_c_p1m": -0.10284506151795503, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": 0.24179942879645955, "ret_signed_p3m": 0.24179942879645955, "alpha_spy_p3m": 0.13940597142759192, "alpha_c_p3m": 0.13940597142759192, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15276477064535066, "alpha_spy_stated": -0.10284506151795503, "alpha_c_stated": -0.10284506151795503, "price_path": [-0.164, -0.1387, -0.15, -0.1546, -0.135, -0.2198, -0.1546, -0.1799, -0.2793, -0.2418, -0.3093, -0.269, -0.1359, -0.1312, -0.1603, -0.1443, -0.1443, -0.2052, -0.2071, -0.1575, -0.0853, -0.0853, 0.0328, 0.1743, 0.2034, 0.1415, 0.313, 0.283, 0.2362, 0.3018, 0.2709, 0.2015, 0.1396, 0.1396, 0.2306, 0.1762, 0.1828, 0.1406, 0.0459, 0.149, 0.15, 0.0562, -0.0291, -0.0028, 0.0665, -0.0928, -0.2052, -0.0918, -0.0309, -0.0928, -0.135, -0.1593, -0.1275, -0.1275, -0.0581, 0.0375, 0.0675, -0.06, -0.045, -0.0253, -0.0347, -0.0206, -0.0553, 0.0, -0.0609, -0.015, -0.0169, -0.0787, -0.089, -0.0619, -0.0787, -0.0319, -0.0478, -0.0131, 0.0572, 0.015, 0.0075, -0.0572, 0.0216, 0.0009, -0.0337, -0.1153, -0.1753, -0.2362, -0.1528, -0.1743, -0.1003, -0.1003, -0.1078, -0.1068, -0.1143, -0.1434, -0.1443, -0.1125, -0.119, -0.06, -0.044, -0.0628, 0.0056, 0.0187, 0.0366, -0.0122, -0.0112, 0.0262, -0.0178, -0.1106, -0.059, -0.0328, -0.0881, -0.1256, -0.1246, -0.1668, -0.1509, -0.1172, -0.1528, -0.1696, 0.0506, -0.0047, -0.0909, -0.1448, -0.1228, -0.1396, -0.1509, -0.1509, -0.0843, 0.0122, 0.2418, 0.239, 0.2615, 0.2727, 0.0881, 0.1218, -0.0225, -0.0347, -0.0956, -0.1275, -0.0787, -0.1256, -0.1087, -0.1368, -0.1453, -0.1312, -0.1312, -0.1668, -0.2006, -0.2802, -0.2807, -0.2662, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027799961887445197", "ticker_idx": 2, "ts": "2026-02-28T17:36:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSS — Navy edge computing. First profitable quarter. Trading under $3. Government contracts stacking.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKLB, ONDS, OSS, PL as preferred holdings over biotech; bearish on IBRX citing 113x sales and $342M cash burn.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "People keep asking: if not $IBRX, then what?  \n\nHere's what I own instead of a biotech right now:\n\n$RKLB — $602M revenue. $1.85B backlog. 38% growth. 21 consecutive successful launches. Down 30% from highs. Adding.  \n$ONDS — Defense autonomy. Revenue target: $170-180M in 2026. Up 25% YTD on defense spending momentum.  \n$OSS — Navy edge computing. First profitable quarter. Trading under $3. Government contracts stacking.  \n$PL — Earth observation data. $23+ and grinding. 800+ satellite constellation.  \n\nThese companies have contract backlogs, government customers, and growing revenue.  I'd rather own $602M growing 38% at 62x sales than $113M at 113x with $342M in annual cash burn.  \n\nThat's just math.  Not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.042898537456125485, "ret_signed_m1d": -0.042898537456125485, "alpha_spy_m1d": -0.04233033750481041, "alpha_c_m1d": -0.03730882945542091, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.005589708000704574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0388405841329823, "ret_signed_p1d": -0.0388405841329823, "alpha_spy_p1d": -0.030026333220496637, "alpha_c_p1d": -0.02422116231747873, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.014619421815503575, "ret_p1w": 0.03188401374264038, "ret_signed_p1w": 0.03188401374264038, "alpha_spy_p1w": 0.04369964054648079, "alpha_c_p1w": 0.030307390084998387, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": 0.0015766236576419956, "ret_p1m": -0.12231882067694178, "ret_signed_p1m": -0.12231882067694178, "alpha_spy_p1m": -0.07239911154954615, "alpha_c_p1m": -0.07591809474824052, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04640072592870126, "ret_p3m": 1.076521721439085, "ret_signed_p3m": 1.076521721439085, "alpha_spy_p3m": 0.9741282640702174, "alpha_c_p3m": 0.7358141492279566, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.34070757221112835, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12231882067694178, "alpha_spy_stated": -0.07239911154954615, "alpha_c_stated": -0.07591809474824052, "price_path": [-0.2846, -0.2394, -0.1907, -0.1455, -0.1223, -0.1038, -0.091, -0.1223, -0.2058, -0.1907, -0.2139, -0.1687, -0.1478, -0.1583, -0.1409, -0.1617, -0.1617, -0.1664, -0.1745, -0.171, -0.1675, -0.1675, -0.2116, -0.2, -0.2533, -0.0875, 0.0191, -0.0643, 0.2116, 0.3101, 0.3554, 0.258, 0.2359, 0.2359, 0.2499, 0.353, 0.3148, 0.229, 0.1733, 0.2186, 0.2012, 0.2313, 0.1467, 0.1072, 0.1061, 0.0388, -0.0667, 0.0713, 0.1188, 0.1038, 0.0957, -0.0087, 0.0087, 0.0087, -0.04, -0.0319, 0.222, 0.127, 0.0516, 0.0667, 0.0493, 0.0586, -0.0429, 0.0, -0.0388, -0.0272, -0.0168, -0.0249, 0.0319, 0.0933, 0.149, 0.1768, 0.1687, 0.1838, 0.2394, 0.3032, 0.1907, 0.0226, 0.0678, 0.0481, 0.0528, -0.0099, -0.1113, -0.1641, -0.1223, -0.1583, -0.1142, -0.1142, -0.1049, -0.1165, -0.0759, -0.0922, -0.0957, 0.0272, 0.0157, 0.1397, 0.1316, 0.1501, 0.1733, 0.1513, 0.2058, 0.1339, 0.1258, 0.1536, 0.0748, 0.0191, 0.1003, 0.1629, 0.1316, 0.1328, 0.7774, 0.7507, 0.818, 0.8458, 0.8029, 0.8388, 0.9988, 0.9096, 0.8539, 0.7867, 0.8191, 0.9142, 1.0672, 1.0672, 1.022, 1.0359, 1.0765, 1.1078, 1.1983, 1.313, 1.2052, 1.1913, 0.9583, 0.9119, 0.8214, 0.8272, 0.9525, 0.9304, 0.9977, 1.0916, 1.1078, 1.138, 1.138, 1.109, 0.9733, 0.8678, 0.8783, 0.8829, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027799961887445197", "ticker_idx": 3, "ts": "2026-02-28T17:36:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL — Earth observation data. $23+ and grinding. 800+ satellite constellation.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKLB, ONDS, OSS, PL as preferred holdings over biotech; bearish on IBRX citing 113x sales and $342M cash burn.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "People keep asking: if not $IBRX, then what?  \n\nHere's what I own instead of a biotech right now:\n\n$RKLB — $602M revenue. $1.85B backlog. 38% growth. 21 consecutive successful launches. Down 30% from highs. Adding.  \n$ONDS — Defense autonomy. Revenue target: $170-180M in 2026. Up 25% YTD on defense spending momentum.  \n$OSS — Navy edge computing. First profitable quarter. Trading under $3. Government contracts stacking.  \n$PL — Earth observation data. $23+ and grinding. 800+ satellite constellation.  \n\nThese companies have contract backlogs, government customers, and growing revenue.  I'd rather own $602M growing 38% at 62x sales than $113M at 113x with $342M in annual cash burn.  \n\nThat's just math.  Not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08421855725721539, "ret_signed_m1d": -0.08421855725721539, "alpha_spy_m1d": -0.08365035730590031, "alpha_c_m1d": -0.07438064808171752, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04021249426203555, "ret_signed_p1d": -0.04021249426203555, "alpha_spy_p1d": -0.03139824334954988, "alpha_c_p1d": -0.020872100100885804, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.019340394161149743, "ret_p1w": -0.02048561847586927, "ret_signed_p1w": -0.02048561847586927, "alpha_spy_p1w": -0.008669991672028865, "alpha_c_p1w": 0.024008503198055253, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.044494121673924525, "ret_p1m": 0.06031866903536787, "ret_signed_p1m": 0.06031866903536787, "alpha_spy_p1m": 0.1102383781627635, "alpha_c_p1m": 0.15375385517007056, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.9499241402025669, "ret_signed_p3m": 0.9499241402025669, "alpha_spy_p3m": 0.8475306828336993, "alpha_c_p3m": 0.9757019007556532, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06031866903536787, "alpha_spy_stated": 0.1102383781627635, "alpha_c_stated": 0.15375385517007056, "price_path": [-0.5444, -0.5091, -0.5156, -0.5087, -0.5129, -0.5091, -0.3373, -0.308, -0.3153, -0.3217, -0.3752, -0.3365, -0.2724, -0.2185, -0.2136, -0.2291, -0.2291, -0.2656, -0.2462, -0.2511, -0.2519, -0.2519, -0.2257, -0.1885, -0.1715, -0.1423, -0.1487, -0.1385, -0.0349, -0.0395, 0.014, 0.0728, 0.0918, 0.0918, 0.0622, 0.0008, -0.0114, 0.022, -0.0186, 0.0649, 0.0577, -0.0004, -0.0527, -0.1332, -0.0914, -0.1741, -0.225, -0.1555, -0.0888, -0.1354, -0.1787, -0.192, -0.1495, -0.1495, -0.1574, -0.0994, -0.0474, -0.0933, -0.0979, -0.0626, -0.0656, -0.0288, -0.0842, 0.0, -0.0402, -0.0137, -0.0671, -0.041, -0.0205, -0.0364, -0.0349, -0.0527, -0.0596, -0.0668, 0.0273, -0.0588, 0.0228, 0.2834, 0.283, 0.2075, 0.3418, 0.2291, 0.1707, 0.058, 0.0603, 0.165, 0.3612, 0.3612, 0.3285, 0.3342, 0.3866, 0.2986, 0.3153, 0.302, 0.2872, 0.3054, 0.5133, 0.4598, 0.4226, 0.4427, 0.4973, 0.4526, 0.3445, 0.3448, 0.3289, 0.2929, 0.4025, 0.3998, 0.4621, 0.4086, 0.5057, 0.3369, 0.481, 0.5873, 0.5432, 0.5455, 0.6328, 0.5789, 0.5785, 0.5778, 0.6184, 0.6115, 0.6825, 0.6825, 0.8331, 0.915, 0.9499, 0.9401, 0.7625, 0.8244, 0.6362, 0.6514, 0.2223, 0.242, 0.1825, 0.1654, 0.2963, 0.1817, 0.1601, 0.0702, 0.0706, 0.0709, 0.0709, 0.0914, 0.0823, -0.0023, 0.0057, 0.0269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056310558920446352", "ticker_idx": 0, "ts": "2026-05-18T09:46:56+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The dip and the thesis aren't compatible. One of them is wrong.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish DRAM ETF: 7% dip contradicts structural HBM supercycle thesis; author implies dip is wrong, not the thesis.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$DRAM down 7% last week.  \n\nthis is the first major dip since my deep-dive article.\n\nthe structural case is obvious. HBM spending hits $54.6B in 2026. Crosses $100B by 2028.  \n\nSamsung and SK Hynix have both warned shortages last until 2027+.  \n\nThe dip and the thesis aren't compatible. One of them is wrong.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": 0.0360908108335547, "ret_signed_m1d": 0.0360908108335547, "alpha_spy_m1d": 0.03538680624203305, "alpha_c_m1d": 0.03538680624203305, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009124103116867621, "ret_signed_p1d": 0.009124103116867621, "alpha_spy_p1d": 0.015784891204360996, "alpha_c_p1d": 0.015784891204360996, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": 0.07096512614875983, "ret_signed_p1w": 0.07096512614875983, "alpha_spy_p1w": 0.06150190603937977, "alpha_c_p1w": 0.06150190603937977, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": 0.38118416804716126, "ret_signed_p1m": 0.38118416804716126, "alpha_spy_p1m": 0.36537148595701163, "alpha_c_p1m": 0.36537148595701163, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38118416804716126, "alpha_spy_stated": 0.36537148595701163, "alpha_c_stated": 0.36537148595701163, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.4371, -0.4371, -0.4088, -0.4031, -0.3416, -0.3435, -0.3425, -0.3197, -0.2788, -0.3011, -0.2895, -0.2784, -0.2889, -0.2918, -0.2437, -0.2628, -0.2457, -0.218, -0.2431, -0.2249, -0.2026, -0.1807, -0.1389, -0.0614, -0.013, -0.0562, 0.0706, 0.1168, 0.0401, 0.1058, 0.0906, 0.0361, 0.0, 0.0091, 0.0444, 0.1018, 0.071, 0.071, 0.2269, 0.2313, 0.2687, 0.2814, 0.3788, 0.4106, 0.4134, 0.3321, 0.1312, 0.2271, 0.2137, 0.1632, 0.3204, 0.3181, 0.441, 0.3812, 0.4183, 0.5554, 0.5554, 0.6367, 0.4035, 0.4179, 0.559, 0.4574, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2026736705810600381", "ticker_idx": 0, "ts": "2026-02-25T19:11:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB — (earnings tomorrow, high conviction)", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holding long positions in RKLB (high conviction), TE, ONDS, and OSS ahead of earnings and catalysts.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Final watchlist snapshot before tomorrow's dual earnings:  \n\n$RKLB — (earnings tomorrow, high conviction) \n$TE — HOLDING, NOT ADDING (earnings tomorrow, moderate conviction) \n$ONDS — FULL POSITION (earnings Mar 11, 8 catalysts this quarter) \n$OSS — RECENTLY ADDED (biggest Navy contract ever, profitability inflection) \n\nThe two highest-uncertainty positions both report tomorrow. \n\nBy Friday morning, I'll know if my theses are right or wrong.  That's the game. No hiding behind price targets. Real positions. Real accountability.  \n\nGood luck to everyone positioned for Thursday. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.003276292557514493, "ret_signed_m1d": -0.003276292557514493, "alpha_spy_m1d": 0.005091404551785472, "alpha_c_m1d": -0.011135068866594988, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.007858776309080495, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03490035162598493, "ret_signed_p1d": 0.03490035162598493, "alpha_spy_p1d": 0.04045479720519207, "alpha_c_p1d": 0.028636129896418172, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": 0.006264221729566755, "ret_p1w": 0.024359071057053816, "ret_signed_p1w": 0.024359071057053816, "alpha_spy_p1w": 0.0359294310709235, "alpha_c_p1w": 0.022252012274734723, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": 0.0021070587823190934, "ret_p1m": -0.06068368507162181, "ret_signed_p1m": -0.06068368507162181, "alpha_spy_p1m": 0.006110324455368632, "alpha_c_p1m": 0.018341632740821234, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07902531781244304, "ret_p3m": 0.9339031397242159, "ret_signed_p3m": 0.9339031397242159, "alpha_spy_p3m": 0.8552385896944148, "alpha_c_p3m": 0.9529654658084435, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": -0.019062326084227643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06068368507162181, "alpha_spy_stated": 0.006110324455368632, "alpha_c_stated": 0.018341632740821234, "price_path": [-0.3997, -0.4249, -0.4031, -0.363, -0.2967, -0.3012, -0.2655, -0.2389, -0.1806, -0.095, -0.1241, -0.2107, -0.2095, -0.2313, -0.1464, 0.0046, 0.1047, 0.0994, 0.0994, 0.0994, 0.0064, -0.0011, 0.0036, -0.0063, -0.0063, 0.0825, 0.1131, 0.2255, 0.1977, 0.1835, 0.2087, 0.2521, 0.2333, 0.3077, 0.2929, 0.3718, 0.3718, 0.2701, 0.251, 0.2533, 0.2664, 0.1464, 0.2393, 0.2617, 0.2205, 0.1406, 0.0563, 0.1577, 0.0415, -0.0553, 0.0302, 0.0803, 0.0261, -0.0083, -0.0597, -0.0393, -0.0393, -0.0044, 0.0601, 0.0909, 0.0094, 0.0001, -0.0033, 0.0, 0.0349, -0.0157, 0.011, -0.001, 0.0244, -0.0028, -0.0013, 0.0182, -0.0181, 0.0251, -0.0261, -0.0255, 0.0158, 0.1195, -0.0103, 0.0246, -0.0423, -0.0313, -0.0588, 0.0382, -0.0607, -0.1321, -0.1826, -0.0852, -0.0667, -0.0352, -0.0352, -0.036, -0.0553, -0.016, -0.0493, -0.0306, 0.006, 0.0288, 0.0484, 0.1813, 0.208, 0.2744, 0.2342, 0.2826, 0.2051, 0.135, 0.1722, 0.1195, 0.0972, 0.1754, 0.1226, 0.144, 0.1219, 0.2058, 0.1194, 0.5024, 0.6717, 0.6746, 0.7685, 0.8882, 0.7774, 0.8684, 0.8135, 0.9128, 0.787, 0.9339, 0.9339, 1.0399, 1.14, 1.1087, 1.0439, 0.7434, 0.7567, 0.6339, 0.7087, 0.5681, 0.6189, 0.5417, 0.4964, 0.635, 0.4585, 0.5563, 0.4905, 0.5382, 0.5276, 0.5276, 0.4286, 0.355, 0.2167, 0.1494, 0.2043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2026736705810600381", "ticker_idx": 1, "ts": "2026-02-25T19:11:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE — HOLDING, NOT ADDING (earnings tomorrow, moderate conviction)", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holding long positions in RKLB (high conviction), TE, ONDS, and OSS ahead of earnings and catalysts.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Final watchlist snapshot before tomorrow's dual earnings:  \n\n$RKLB — (earnings tomorrow, high conviction) \n$TE — HOLDING, NOT ADDING (earnings tomorrow, moderate conviction) \n$ONDS — FULL POSITION (earnings Mar 11, 8 catalysts this quarter) \n$OSS — RECENTLY ADDED (biggest Navy contract ever, profitability inflection) \n\nThe two highest-uncertainty positions both report tomorrow. \n\nBy Friday morning, I'll know if my theses are right or wrong.  That's the game. No hiding behind price targets. Real positions. Real accountability.  \n\nGood luck to everyone positioned for Thursday. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018005490496047383, "ret_signed_m1d": -0.018005490496047383, "alpha_spy_m1d": -0.009637793386747417, "alpha_c_m1d": -0.025864266805127878, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.007858776309080495, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009695314916279063, "ret_signed_p1d": 0.009695314916279063, "alpha_spy_p1d": 0.015249760495486209, "alpha_c_p1d": 0.0034310931867123085, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": 0.006264221729566755, "ret_p1w": -0.016620483247395845, "ret_signed_p1w": -0.016620483247395845, "alpha_spy_p1w": -0.00505012323352616, "alpha_c_p1w": -0.01872754202971494, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": 0.0021070587823190934, "ret_p1m": -0.13019385148186402, "ret_signed_p1m": -0.13019385148186402, "alpha_spy_p1m": -0.06339984195487358, "alpha_c_p1m": -0.05116853366942098, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07902531781244304, "ret_p3m": 0.11911359536086308, "ret_signed_p3m": 0.11911359536086308, "alpha_spy_p3m": 0.04044904533106197, "alpha_c_p3m": 0.13817592144509072, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": -0.019062326084227643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13019385148186402, "alpha_spy_stated": -0.06339984195487358, "alpha_c_stated": -0.05116853366942098, "price_path": [-0.4294, -0.3809, -0.3435, -0.374, -0.2922, -0.1925, -0.1662, -0.0679, -0.1482, -0.187, -0.259, -0.2992, -0.2465, -0.2493, -0.1662, -0.1094, 0.0111, -0.0152, -0.0235, -0.0235, -0.0582, -0.1108, -0.0997, -0.0748, -0.0748, 0.0859, 0.1357, 0.0596, 0.0083, -0.0568, -0.0388, -0.0014, 0.0886, 0.0886, 0.0263, 0.1316, 0.1316, 0.1468, 0.0831, 0.1593, 0.1773, 0.1274, 0.2632, 0.3144, 0.2299, 0.1537, 0.1994, 0.259, 0.0706, 0.0069, 0.1454, 0.0582, 0.0402, -0.0512, -0.1399, -0.1524, -0.1524, -0.108, -0.1053, -0.126, -0.1399, -0.1288, -0.018, 0.0, 0.0097, -0.1468, -0.0526, -0.0983, -0.0166, -0.0568, -0.0693, -0.0083, 0.1053, 0.1274, 0.072, 0.0554, 0.0693, 0.0789, 0.0152, 0.0679, -0.0859, -0.0526, -0.0845, -0.0748, -0.1302, -0.2022, -0.2216, -0.392, -0.3795, -0.4197, -0.4197, -0.4391, -0.4557, -0.4224, -0.4211, -0.3504, -0.2922, -0.3269, -0.2604, -0.3089, -0.3033, -0.3102, -0.295, -0.2535, -0.2535, -0.2673, -0.2645, -0.3213, -0.3227, -0.3352, -0.2867, -0.2936, -0.2604, -0.2701, -0.2867, -0.1468, -0.1634, -0.1898, -0.223, -0.2064, -0.2147, -0.0305, -0.0471, 0.205, 0.2078, 0.1191, 0.1191, 0.4474, 0.518, 0.4986, 0.4626, 0.4418, 0.6676, 0.5928, 0.615, 0.3061, 0.2645, 0.1717, 0.0706, 0.1731, 0.1773, 0.2355, 0.1953, 0.2521, 0.295, 0.295, 0.4404, 0.2798, 0.1814, 0.1773, 0.1371, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2026736705810600381", "ticker_idx": 2, "ts": "2026-02-25T19:11:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS — FULL POSITION (earnings Mar 11, 8 catalysts this quarter)", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holding long positions in RKLB (high conviction), TE, ONDS, and OSS ahead of earnings and catalysts.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Final watchlist snapshot before tomorrow's dual earnings:  \n\n$RKLB — (earnings tomorrow, high conviction) \n$TE — HOLDING, NOT ADDING (earnings tomorrow, moderate conviction) \n$ONDS — FULL POSITION (earnings Mar 11, 8 catalysts this quarter) \n$OSS — RECENTLY ADDED (biggest Navy contract ever, profitability inflection) \n\nThe two highest-uncertainty positions both report tomorrow. \n\nBy Friday morning, I'll know if my theses are right or wrong.  That's the game. No hiding behind price targets. Real positions. Real accountability.  \n\nGood luck to everyone positioned for Thursday. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009708682130449064, "ret_signed_m1d": 0.009708682130449064, "alpha_spy_m1d": 0.01807637923974903, "alpha_c_m1d": 0.01807637923974903, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.008367697109299965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014563069490542535, "ret_signed_p1d": 0.014563069490542535, "alpha_spy_p1d": 0.02011751506974968, "alpha_c_p1d": 0.02011751506974968, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.005554445579207146, "ret_p1w": 0.020388352840602142, "ret_signed_p1w": 0.020388352840602142, "alpha_spy_p1w": 0.03195871285447183, "alpha_c_p1w": 0.03195871285447183, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": -0.011570360013869685, "ret_p1m": -0.0834952033423414, "ret_signed_p1m": -0.0834952033423414, "alpha_spy_p1m": -0.016701193815350956, "alpha_c_p1m": -0.016701193815350956, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.06679400952699044, "ret_p3m": -0.12038832506368091, "ret_signed_p3m": -0.12038832506368091, "alpha_spy_p3m": -0.19905287509348202, "alpha_c_p3m": -0.19905287509348202, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.0786645500298011, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0834952033423414, "alpha_spy_stated": -0.016701193815350956, "alpha_c_stated": -0.016701193815350956, "price_path": [-0.233, -0.2641, -0.2165, -0.134, -0.1078, -0.1194, -0.1243, -0.1039, -0.1917, -0.1243, -0.1505, -0.2534, -0.2146, -0.2845, -0.2427, -0.1049, -0.1, -0.1301, -0.1136, -0.1136, -0.1767, -0.1786, -0.1272, -0.0524, -0.0524, 0.0699, 0.2165, 0.2466, 0.1825, 0.3602, 0.3291, 0.2806, 0.3485, 0.3165, 0.2447, 0.1806, 0.1806, 0.2748, 0.2184, 0.2252, 0.1816, 0.0835, 0.1903, 0.1913, 0.0942, 0.0058, 0.033, 0.1049, -0.0602, -0.1767, -0.0592, 0.0039, -0.0602, -0.1039, -0.1291, -0.0961, -0.0961, -0.0243, 0.0748, 0.1058, -0.0262, -0.0107, 0.0097, 0.0, 0.0146, -0.0214, 0.0359, -0.0272, 0.0204, 0.0184, -0.0456, -0.0563, -0.0282, -0.0456, 0.0029, -0.0136, 0.0223, 0.0951, 0.0515, 0.0437, -0.0233, 0.0583, 0.0369, 0.001, -0.0835, -0.1456, -0.2087, -0.1223, -0.1447, -0.068, -0.068, -0.0757, -0.0748, -0.0825, -0.1126, -0.1136, -0.0806, -0.0874, -0.0262, -0.0097, -0.0291, 0.0417, 0.0553, 0.0738, 0.0233, 0.0243, 0.0631, 0.0175, -0.0786, -0.0252, 0.0019, -0.0553, -0.0942, -0.0932, -0.1369, -0.1204, -0.0854, -0.1223, -0.1398, 0.0883, 0.0311, -0.0583, -0.1141, -0.0913, -0.1087, -0.1204, -0.1204, -0.0515, 0.0485, 0.2864, 0.2835, 0.3068, 0.3184, 0.1272, 0.1621, 0.0126, 0.0, -0.0631, -0.0961, -0.0456, -0.0942, -0.0767, -0.1058, -0.1146, -0.1, -0.1, -0.1369, -0.1718, -0.2544, -0.2549, -0.2398, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026736705810600381", "ticker_idx": 3, "ts": "2026-02-25T19:11:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSS — RECENTLY ADDED (biggest Navy contract ever, profitability inflection)", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holding long positions in RKLB (high conviction), TE, ONDS, and OSS ahead of earnings and catalysts.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Final watchlist snapshot before tomorrow's dual earnings:  \n\n$RKLB — (earnings tomorrow, high conviction) \n$TE — HOLDING, NOT ADDING (earnings tomorrow, moderate conviction) \n$ONDS — FULL POSITION (earnings Mar 11, 8 catalysts this quarter) \n$OSS — RECENTLY ADDED (biggest Navy contract ever, profitability inflection) \n\nThe two highest-uncertainty positions both report tomorrow. \n\nBy Friday morning, I'll know if my theses are right or wrong.  That's the game. No hiding behind price targets. Real positions. Real accountability.  \n\nGood luck to everyone positioned for Thursday. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016574543134688424, "ret_signed_m1d": 0.016574543134688424, "alpha_spy_m1d": 0.02494224024398839, "alpha_c_m1d": 0.03538428686901651, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.018809743734328088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008839770388950452, "ret_signed_p1d": 0.008839770388950452, "alpha_spy_p1d": 0.014394215968157598, "alpha_c_p1d": 0.02282477239333225, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.013985002004381797, "ret_p1w": -0.07292815839802946, "ret_signed_p1w": -0.07292815839802946, "alpha_spy_p1w": -0.06135779838415978, "alpha_c_p1w": -0.05076187727716719, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": -0.022166281120862275, "ret_p1m": -0.05635361526334104, "ret_signed_p1m": -0.05635361526334104, "alpha_spy_p1m": 0.0104403942636494, "alpha_c_p1m": 0.0159857443355943, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07233935959893534, "ret_p3m": 0.9701656959035105, "ret_signed_p3m": 0.9701656959035105, "alpha_spy_p3m": 0.8915011458737094, "alpha_c_p3m": 0.70721700422792, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.26294869167559054, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05635361526334104, "alpha_spy_stated": 0.0104403942636494, "alpha_c_stated": 0.0159857443355943, "price_path": [-0.3271, -0.3459, -0.3293, -0.3182, -0.2751, -0.2287, -0.1856, -0.1635, -0.1459, -0.1337, -0.1635, -0.2431, -0.2287, -0.2508, -0.2077, -0.1878, -0.1978, -0.1812, -0.2011, -0.2011, -0.2055, -0.2133, -0.2099, -0.2066, -0.2066, -0.2486, -0.2376, -0.2884, -0.1304, -0.0287, -0.1083, 0.1547, 0.2486, 0.2917, 0.1989, 0.1779, 0.1779, 0.1912, 0.2895, 0.253, 0.1713, 0.1182, 0.1613, 0.1448, 0.1735, 0.0928, 0.0552, 0.0541, -0.0099, -0.1105, 0.021, 0.0663, 0.0519, 0.0442, -0.0552, -0.0387, -0.0387, -0.0851, -0.0773, 0.1646, 0.074, 0.0022, 0.0166, 0.0, 0.0088, -0.0878, -0.047, -0.084, -0.0729, -0.063, -0.0707, -0.0166, 0.042, 0.095, 0.1215, 0.1138, 0.1282, 0.1812, 0.242, 0.1348, -0.0254, 0.0177, -0.0011, 0.0033, -0.0564, -0.153, -0.2033, -0.1635, -0.1978, -0.1558, -0.1558, -0.147, -0.158, -0.1193, -0.1348, -0.1381, -0.021, -0.032, 0.0862, 0.0785, 0.0961, 0.1182, 0.0972, 0.1492, 0.0807, 0.0729, 0.0994, 0.0243, -0.0287, 0.0486, 0.1083, 0.0785, 0.0796, 0.6939, 0.6685, 0.7326, 0.7591, 0.7182, 0.7525, 0.905, 0.8199, 0.7669, 0.7028, 0.7337, 0.8243, 0.9702, 0.9702, 0.9271, 0.9403, 0.979, 1.0088, 1.095, 1.2044, 1.1017, 1.0884, 0.8663, 0.8221, 0.7359, 0.7414, 0.8608, 0.8398, 0.9039, 0.9934, 1.0088, 1.0376, 1.0376, 1.0099, 0.8807, 0.7801, 0.7901, 0.7945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2018259758793253174", "ticker_idx": 0, "ts": "2026-02-02T09:46:38+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Content to maintain my hold - fundamentals haven't changed, the market is just being irrational", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding TE despite being red; tempted to rotate into BTC at current lows.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Morning everyone!\n\nI am now red on my $TE position.\n\nContent to maintain my hold - fundamentals haven’t changed, the market is just being irrational.\n\nHowever, with $BTC at such lows… the temptation to full port is there.\n\nAnd yes, that means selling my $TE into $BTC\n\nTime to rethink with a coffee.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03810622742732139, "ret_signed_m1d": -0.03810622742732139, "alpha_spy_m1d": -0.033159595499371974, "alpha_c_m1d": -0.025630961644645178, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.012475265782676215, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04965361579126126, "ret_signed_p1d": 0.04965361579126126, "alpha_spy_p1d": 0.058109001692433826, "alpha_c_p1d": 0.04123718345357785, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": 0.00841643233768341, "ret_p1w": -0.11778290980355188, "ret_signed_p1w": -0.11778290980355188, "alpha_spy_p1w": -0.115683445637207, "alpha_c_p1w": -0.15461218343360517, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": 0.03682927363005328, "ret_p1m": -0.2482678587081919, "ret_signed_p1m": -0.2482678587081919, "alpha_spy_p1m": -0.226582954450252, "alpha_c_p1m": -0.29548332902662744, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": 0.04721547031843554, "ret_p3m": -0.4457274508879743, "ret_signed_p3m": -0.4457274508879743, "alpha_spy_p3m": -0.4819833105759328, "alpha_c_p3m": -0.49073766046236766, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.04501020957439339, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2482678587081919, "alpha_spy_stated": -0.226582954450252, "alpha_c_stated": -0.29548332902662744, "price_path": [-0.5277, -0.5751, -0.56, -0.4804, -0.4908, -0.5554, -0.597, -0.612, -0.6328, -0.6467, -0.6663, -0.6859, -0.6859, -0.6374, -0.6201, -0.5566, -0.5566, -0.5242, -0.4838, -0.4527, -0.4781, -0.4099, -0.3268, -0.3048, -0.2229, -0.2898, -0.3222, -0.3822, -0.4157, -0.3718, -0.3741, -0.3048, -0.2575, -0.157, -0.179, -0.1859, -0.1859, -0.2148, -0.2587, -0.2494, -0.2286, -0.2286, -0.0947, -0.0531, -0.1166, -0.1594, -0.2136, -0.1986, -0.1674, -0.0924, -0.0924, -0.1443, -0.0566, -0.0566, -0.0439, -0.097, -0.0335, -0.0185, -0.06, 0.0531, 0.0958, 0.0254, -0.0381, 0.0, 0.0497, -0.1074, -0.1605, -0.045, -0.1178, -0.1328, -0.209, -0.2829, -0.2933, -0.2933, -0.2564, -0.254, -0.2714, -0.2829, -0.2737, -0.1813, -0.1663, -0.1582, -0.2887, -0.2102, -0.2483, -0.1801, -0.2136, -0.224, -0.1732, -0.0785, -0.06, -0.1062, -0.1201, -0.1085, -0.1005, -0.1536, -0.1097, -0.2379, -0.2102, -0.2367, -0.2286, -0.2748, -0.3349, -0.351, -0.4931, -0.4827, -0.5162, -0.5162, -0.5323, -0.5462, -0.5185, -0.5173, -0.4584, -0.4099, -0.4388, -0.3834, -0.4238, -0.4192, -0.4249, -0.4122, -0.3776, -0.3776, -0.3891, -0.3868, -0.4342, -0.4353, -0.4457, -0.4053, -0.4111, -0.3834, -0.3915, -0.4053, -0.2887, -0.3025, -0.3245, -0.3522, -0.3383, -0.3453, -0.1917, -0.2055, 0.0046, 0.0069, -0.067, -0.067, 0.2067, 0.2656, 0.2494, 0.2194, 0.2021, 0.3903, 0.3279, 0.3464, 0.0889, 0.0543, -0.0231, -0.1074, -0.0219, -0.0185, 0.03, -0.0035, 0.0439, 0.0797, 0.0797, 0.2009, 0.067, -0.015, -0.0185, -0.052, 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:2018259758793253174", "ticker_idx": 1, "ts": "2026-02-02T09:46:38+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": "with $BTC at such lows… the temptation to full port is there", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding TE despite being red; tempted to rotate into BTC at current lows.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Morning everyone!\n\nI am now red on my $TE position.\n\nContent to maintain my hold - fundamentals haven’t changed, the market is just being irrational.\n\nHowever, with $BTC at such lows… the temptation to full port is there.\n\nAnd yes, that means selling my $TE into $BTC\n\nTime to rethink with a coffee.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06913173159843944, "ret_signed_m1d": 0.06913173159843944, "alpha_spy_m1d": 0.07407836352638886, "alpha_c_m1d": 0.07407836352638886, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03882661934945053, "ret_signed_p1d": -0.03882661934945053, "alpha_spy_p1d": -0.030371233448277968, "alpha_c_p1d": -0.030371233448277968, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.10888446790272044, "ret_signed_p1w": -0.10888446790272044, "alpha_spy_p1w": -0.10678500373637556, "alpha_c_p1w": -0.10678500373637556, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.13210420960266522, "ret_signed_p1m": -0.13210420960266522, "alpha_spy_p1m": -0.11041930534472533, "alpha_c_p1m": -0.11041930534472533, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.030302233026037517, "ret_signed_p3m": -0.030302233026037517, "alpha_spy_p3m": -0.06655809271399604, "alpha_c_p3m": -0.06655809271399604, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13210420960266522, "alpha_spy_stated": -0.11041930534472533, "alpha_c_stated": -0.11041930534472533, "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, -0.0936, -0.1523, -0.1865, -0.1892, -0.2258, -0.1982, -0.2166, -0.2191, -0.1922, -0.1925, -0.1576, -0.1663, -0.1814, -0.2007, -0.1925, -0.1873, -0.2036, -0.2249, -0.241, -0.2373, 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:2033575015505862886", "ticker_idx": 0, "ts": "2026-03-16T16:04:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Revenue guide $170-180M doesn't include new acquisitions", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish basket of small-cap defense names — ONDS, RKLB, AVAV, KRKNF — all underpriced relative to converging catalysts.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "This week in small-cap defense:\n\n🎯 $ONDS — 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.\n\n🛰️ $RKLB — watch for launch manifest updates. Electron cadence accelerating.\n\n🤖 $AVAV — post-earnings momentum. Backlog is the story, not the revenue miss.\n\n⚓ $KRKNF — Covelya integration progress. Undersea economy thesis building.\n\nThe convergence is happening faster than the market is pricing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03513769182733695, "ret_signed_m1d": -0.03513769182733695, "alpha_spy_m1d": -0.02506335201323784, "alpha_c_m1d": -0.02506335201323784, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07122507303125802, "ret_signed_p1d": 0.07122507303125802, "alpha_spy_p1d": 0.06859452804015254, "alpha_c_p1d": 0.06859452804015254, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": 0.03513769182733695, "ret_signed_p1w": 0.03513769182733695, "alpha_spy_p1w": 0.05286511813410755, "alpha_c_p1w": 0.05286511813410755, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": -0.10731245423517899, "ret_signed_p1m": -0.10731245423517899, "alpha_spy_p1m": -0.14815753034140744, "alpha_c_p1m": -0.14815753034140744, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": -0.06647671671570132, "ret_signed_p3m": -0.06647671671570132, "alpha_spy_p3m": -0.17221908582403078, "alpha_c_p3m": -0.17221908582403078, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10731245423517899, "alpha_spy_stated": -0.14815753034140744, "alpha_c_stated": -0.14815753034140744, "price_path": [-0.3001, -0.2593, -0.1244, -0.1197, -0.1491, -0.133, -0.133, -0.1947, -0.1966, -0.1462, -0.0731, -0.0731, 0.0465, 0.1899, 0.2194, 0.1567, 0.3305, 0.3001, 0.2526, 0.3191, 0.2877, 0.2175, 0.1548, 0.1548, 0.2469, 0.1918, 0.1985, 0.1557, 0.0598, 0.1643, 0.1652, 0.0703, -0.0161, 0.0104, 0.0807, -0.0807, -0.1947, -0.0798, -0.018, -0.0807, -0.1235, -0.1481, -0.1159, -0.1159, -0.0456, 0.0513, 0.0817, -0.0475, -0.0323, -0.0123, -0.0218, -0.0076, -0.0427, 0.0133, -0.0484, -0.0019, -0.0038, -0.0665, -0.0769, -0.0494, -0.0665, -0.019, -0.0351, 0.0, 0.0712, 0.0285, 0.0209, -0.0446, 0.0351, 0.0142, -0.0209, -0.1035, -0.1643, -0.226, -0.1415, -0.1633, -0.0883, -0.0883, -0.0959, -0.095, -0.1026, -0.132, -0.133, -0.1007, -0.1073, -0.0475, -0.0313, -0.0503, 0.019, 0.0323, 0.0503, 0.0009, 0.0019, 0.0399, -0.0047, -0.0988, -0.0465, -0.0199, -0.076, -0.114, -0.113, -0.1557, -0.1396, -0.1054, -0.1415, -0.1586, 0.0646, 0.0085, -0.0788, -0.1334, -0.1111, -0.1282, -0.1396, -0.1396, -0.0722, 0.0256, 0.2583, 0.2555, 0.2783, 0.2896, 0.1026, 0.1368, -0.0095, -0.0218, -0.0836, -0.1159, -0.0665, -0.114, -0.0969, -0.1254, -0.1339, -0.1197, -0.1197, -0.1557, -0.1899, -0.2707, -0.2711, -0.2564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033575015505862886", "ticker_idx": 1, "ts": "2026-03-16T16:04:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Electron cadence accelerating", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish basket of small-cap defense names — ONDS, RKLB, AVAV, KRKNF — all underpriced relative to converging catalysts.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "This week in small-cap defense:\n\n🎯 $ONDS — 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.\n\n🛰️ $RKLB — watch for launch manifest updates. Electron cadence accelerating.\n\n🤖 $AVAV — post-earnings momentum. Backlog is the story, not the revenue miss.\n\n⚓ $KRKNF — Covelya integration progress. Undersea economy thesis building.\n\nThe convergence is happening faster than the market is pricing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.040667423864396035, "ret_signed_m1d": -0.040667423864396035, "alpha_spy_m1d": -0.030593084050296926, "alpha_c_m1d": -0.03217648755394664, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.008490936310449393, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10208945489466714, "ret_signed_p1d": 0.10208945489466714, "alpha_spy_p1d": 0.09945890990356165, "alpha_c_p1d": 0.099439761048155, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0026496938465121467, "ret_p1w": -0.04641701965946643, "ret_signed_p1w": -0.04641701965946643, "alpha_spy_p1w": -0.02868959335269583, "alpha_c_p1w": -0.03104999618706783, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0153670234723986, "ret_p1m": 0.012761235356397949, "ret_signed_p1m": 0.012761235356397949, "alpha_spy_p1m": -0.028083840749830502, "alpha_c_p1m": -0.034071883996952934, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04683311935335088, "ret_p3m": 0.6095919605800695, "ret_signed_p3m": 0.6095919605800695, "alpha_spy_p3m": 0.50384959147174, "alpha_c_p3m": 0.5518890460831081, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.05770291449696141, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012761235356397949, "alpha_spy_stated": -0.028083840749830502, "alpha_c_stated": -0.034071883996952934, "price_path": [-0.2433, -0.1597, -0.0111, 0.0875, 0.0823, 0.0823, 0.0823, -0.0093, -0.0167, -0.0121, -0.0217, -0.0217, 0.0656, 0.0958, 0.2064, 0.1791, 0.1651, 0.1899, 0.2326, 0.2141, 0.2873, 0.2728, 0.3504, 0.3504, 0.2503, 0.2315, 0.2338, 0.2467, 0.1286, 0.22, 0.242, 0.2015, 0.1228, 0.0398, 0.1397, 0.0252, -0.07, 0.0142, 0.0635, 0.0101, -0.0237, -0.0743, -0.0543, -0.0543, -0.0199, 0.0436, 0.0739, -0.0063, -0.0154, -0.0188, -0.0156, 0.0188, -0.031, -0.0048, -0.0165, 0.0084, -0.0184, -0.0168, 0.0024, -0.0334, 0.0091, -0.0412, -0.0407, 0.0, 0.1021, -0.0257, 0.0087, -0.0572, -0.0464, -0.0735, 0.022, -0.0753, -0.1456, -0.1953, -0.0994, -0.0812, -0.0502, -0.0502, -0.051, -0.07, -0.0313, -0.0641, -0.0457, -0.0097, 0.0128, 0.0321, 0.163, 0.1892, 0.2545, 0.215, 0.2627, 0.1864, 0.1174, 0.154, 0.1021, 0.0801, 0.1571, 0.1052, 0.1262, 0.1045, 0.1871, 0.1019, 0.479, 0.6456, 0.6486, 0.741, 0.8588, 0.7497, 0.8393, 0.7853, 0.883, 0.7592, 0.9038, 0.9038, 1.0081, 1.1067, 1.0759, 1.0121, 0.7163, 0.7294, 0.6085, 0.6821, 0.5437, 0.5937, 0.5177, 0.4731, 0.6096, 0.4358, 0.532, 0.4673, 0.5142, 0.5039, 0.5039, 0.4064, 0.3339, 0.1977, 0.1315, 0.1855, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033575015505862886", "ticker_idx": 2, "ts": "2026-03-16T16:04:00+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "post-earnings momentum. Backlog is the story, not the revenue miss", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish basket of small-cap defense names — ONDS, RKLB, AVAV, KRKNF — all underpriced relative to converging catalysts.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "This week in small-cap defense:\n\n🎯 $ONDS — 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.\n\n🛰️ $RKLB — watch for launch manifest updates. Electron cadence accelerating.\n\n🤖 $AVAV — post-earnings momentum. Backlog is the story, not the revenue miss.\n\n⚓ $KRKNF — Covelya integration progress. Undersea economy thesis building.\n\nThe convergence is happening faster than the market is pricing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02270151712170332, "ret_signed_m1d": -0.02270151712170332, "alpha_spy_m1d": -0.01262717730760421, "alpha_c_m1d": -0.014210580811253926, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.008490936310449393, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05016985736762991, "ret_signed_p1d": 0.05016985736762991, "alpha_spy_p1d": 0.04753931237652442, "alpha_c_p1d": 0.047520163521117764, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0026496938465121467, "ret_p1w": -0.026477253544780477, "ret_signed_p1w": -0.026477253544780477, "alpha_spy_p1w": -0.008749827238009877, "alpha_c_p1w": -0.011110230072381877, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0153670234723986, "ret_p1m": -0.08193317071119144, "ret_signed_p1m": -0.08193317071119144, "alpha_spy_p1m": -0.12277824681741989, "alpha_c_p1m": -0.12876629006454232, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04683311935335088, "ret_p3m": -0.13304701619672743, "ret_signed_p3m": -0.13304701619672743, "alpha_spy_p3m": -0.2387893853050569, "alpha_c_p3m": -0.19074993069368884, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.05770291449696141, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08193317071119144, "alpha_spy_stated": -0.12277824681741989, "alpha_c_stated": -0.12876629006454232, "price_path": [0.0813, 0.0888, 0.1469, 0.2054, 0.2325, 0.2304, 0.2304, 0.2035, 0.1759, 0.1516, 0.1416, 0.1416, 0.2091, 0.4037, 0.4963, 0.5031, 0.6281, 0.7226, 0.7495, 0.7173, 0.802, 0.7867, 0.8542, 0.8542, 0.5617, 0.5085, 0.4731, 0.4525, 0.4285, 0.4611, 0.4487, 0.3839, 0.3139, 0.2743, 0.347, 0.2144, 0.118, 0.2139, 0.2948, 0.2425, 0.1489, 0.1097, 0.151, 0.151, 0.2412, 0.2529, 0.3294, 0.249, 0.2334, 0.2377, 0.2045, 0.2253, 0.1905, -0.0168, 0.0775, 0.0689, 0.041, 0.0846, 0.0727, 0.0457, -0.0196, 0.0, -0.0227, 0.0, 0.0502, 0.0187, -0.0025, -0.0668, -0.0265, -0.0741, -0.0607, -0.0754, -0.1296, -0.1648, -0.1361, -0.1339, -0.1299, -0.1299, -0.1068, -0.1181, -0.1177, -0.1613, -0.1518, -0.0825, -0.0819, -0.0635, -0.0467, -0.0966, -0.0691, -0.0085, -0.0084, -0.0471, -0.0736, -0.0762, -0.0922, -0.1339, -0.0796, -0.127, -0.1492, -0.2133, -0.177, -0.2062, -0.2057, -0.2144, -0.203, -0.2402, -0.22, -0.2543, -0.2377, -0.2438, -0.2266, -0.2303, -0.1777, -0.1777, -0.1398, -0.1444, 0.0118, -0.0219, -0.0368, -0.0355, -0.0963, -0.0353, -0.1225, -0.1284, -0.1669, -0.1838, -0.133, -0.1949, -0.1885, -0.2132, -0.2113, -0.1995, -0.1995, -0.2858, -0.2964, -0.329, -0.3549, -0.3489, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033575015505862886", "ticker_idx": 3, "ts": "2026-03-16T16:04:00+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Undersea economy thesis building", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish basket of small-cap defense names — ONDS, RKLB, AVAV, KRKNF — all underpriced relative to converging catalysts.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "This week in small-cap defense:\n\n🎯 $ONDS — 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.\n\n🛰️ $RKLB — watch for launch manifest updates. Electron cadence accelerating.\n\n🤖 $AVAV — post-earnings momentum. Backlog is the story, not the revenue miss.\n\n⚓ $KRKNF — Covelya integration progress. Undersea economy thesis building.\n\nThe convergence is happening faster than the market is pricing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018544951525865216, "ret_signed_m1d": -0.018544951525865216, "alpha_spy_m1d": -0.008470611711766107, "alpha_c_m1d": -0.004277852968424312, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.014267098557440905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049928658089130495, "ret_signed_p1d": 0.049928658089130495, "alpha_spy_p1d": 0.04729811309802501, "alpha_c_p1d": 0.04445239358354902, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.005476264505581474, "ret_p1w": -0.03837375814874544, "ret_signed_p1w": -0.03837375814874544, "alpha_spy_p1w": -0.02064633184197484, "alpha_c_p1w": -0.026414392679455445, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.011959365469289995, "ret_p1m": -0.1112696411327746, "ret_signed_p1m": -0.1112696411327746, "alpha_spy_p1m": -0.15211471723900305, "alpha_c_p1m": -0.1785988396215169, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.0673291984887423, "ret_p3m": -0.273609152443406, "ret_signed_p3m": -0.273609152443406, "alpha_spy_p3m": -0.37935152155173546, "alpha_c_p3m": -0.5953976114193117, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.3217884589759057, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1112696411327746, "alpha_spy_stated": -0.15211471723900305, "alpha_c_stated": -0.1785988396215169, "price_path": [-0.4151, -0.4009, -0.3735, -0.3766, -0.3509, -0.3484, -0.3484, -0.3224, -0.3409, -0.3344, -0.3341, -0.3341, -0.2949, -0.2602, -0.2672, -0.2445, -0.1797, -0.1897, -0.1369, -0.1027, -0.1846, -0.174, -0.1785, -0.1785, -0.2154, -0.2197, -0.1712, -0.1312, -0.1141, -0.0785, -0.0546, -0.1041, -0.1598, -0.1421, -0.1498, -0.2083, -0.2154, -0.1498, -0.1484, -0.1398, -0.1655, -0.2392, -0.2297, -0.2297, -0.2068, -0.1455, -0.1498, -0.1369, -0.1676, -0.0999, -0.1041, -0.0785, -0.1113, -0.0384, -0.0214, -0.0481, -0.0807, -0.1241, -0.0328, 0.0785, 0.0456, 0.01, -0.0185, 0.0, 0.0499, -0.0009, -0.0442, -0.0756, -0.0384, -0.0499, -0.07, -0.1541, -0.1484, -0.2231, -0.174, -0.1498, -0.1427, -0.1427, -0.1184, -0.127, -0.1327, -0.1298, -0.1526, -0.0785, -0.1113, -0.1184, -0.0756, -0.0827, -0.0856, -0.1447, -0.1027, -0.1444, -0.1569, -0.1598, -0.1912, -0.2061, -0.1783, -0.2225, -0.1912, -0.2582, -0.2482, -0.2511, -0.2726, -0.2753, -0.2896, -0.2596, -0.2244, -0.2439, -0.2628, -0.2317, -0.1826, -0.205, -0.2429, -0.2429, -0.1598, -0.1512, -0.194, -0.2208, -0.1496, -0.1327, -0.1983, -0.1571, -0.2268, -0.2454, -0.2702, -0.3053, -0.2736, -0.2796, -0.271, -0.2853, -0.276, -0.2083, -0.2083, -0.2676, -0.284, -0.2963, -0.3153, -0.3422, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2005623926681120826", "ticker_idx": 1, "ts": "2025-12-29T12:56:21+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR and $IREN have more downside to come unfortunately", "tweet_type": "prediction", "timeline": "days", "summary": "Both CIFR and IREN have more downside ahead; expects continued selling pressure.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$CIFR and $IREN have more downside to come unfortunately.\n\nCould be a long day. https://t.co/gmLsPkWyQa", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022583085336065567, "ret_signed_m1d": -0.022583085336065567, "alpha_spy_m1d": -0.019006686783324067, "alpha_c_m1d": -0.01716015415575889, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.005422931180306678, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028165455839869846, "ret_signed_p1d": 0.028165455839869846, "alpha_spy_p1d": 0.026944242226504822, "alpha_c_p1d": 0.025634657246533687, "bench_spy_p1d": -0.0012212136133650242, "bench_c_p1d": -0.0025307985933361588, "ret_p1w": 0.22405485575343165, "ret_signed_p1w": -0.22405485575343165, "alpha_spy_p1w": -0.22424379150457163, "alpha_c_p1w": -0.209412795502814, "bench_spy_p1w": -0.00018893575113998473, "bench_c_p1w": 0.01464206025061765, "ret_p1m": 0.5222025351620521, "ret_signed_p1m": -0.5222025351620521, "alpha_spy_p1m": -0.5110954680015476, "alpha_c_p1m": -0.5641403704132262, "bench_spy_p1m": 0.011107067160504469, "bench_c_p1m": -0.041937835251174116, "ret_p3m": -0.04973354712157807, "ret_signed_p3m": 0.04973354712157807, "alpha_spy_p3m": -0.009869884051571964, "alpha_c_p3m": -0.05904933809732282, "bench_spy_p3m": -0.059603431173150034, "bench_c_p3m": -0.1087828852189009, "ret_p6m": 0.388480117548043, "ret_signed_p6m": -0.388480117548043, "alpha_spy_p6m": -0.3163299430634683, "alpha_c_p6m": -0.4060746138644533, "bench_spy_p6m": 0.07215017448457473, "bench_c_p6m": -0.017594496316410302, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.22405485575343165, "alpha_spy_stated": -0.22424379150457163, "alpha_c_stated": -0.209412795502814, "price_path": [0.1946, 0.1931, 0.2804, 0.4654, 0.5651, 0.5247, 0.6201, 0.5166, 0.6275, 0.765, 0.7249, 0.5689, 0.5407, 0.5027, 0.4005, 0.3151, 0.4174, 0.596, 0.6491, 0.5839, 0.5331, 0.4773, 0.5415, 0.7191, 0.6907, 0.9388, 0.6991, 0.5828, 0.5268, 0.456, 0.4133, 0.2345, 0.1766, 0.203, 0.2395, 0.1629, 0.103, 0.0723, 0.2304, 0.2045, 0.2294, 0.2294, 0.2131, 0.2304, 0.0434, 0.1155, 0.1786, 0.1345, 0.1758, 0.1885, 0.1144, 0.1149, 0.0183, -0.0997, -0.0716, -0.1429, -0.0916, 0.0129, 0.0667, 0.0675, 0.0652, 0.0652, 0.0226, 0.0, -0.0282, -0.0416, -0.0416, 0.0835, 0.2241, 0.1649, 0.107, 0.1591, 0.168, 0.2771, 0.3446, 0.3418, 0.3167, 0.4671, 0.4671, 0.3768, 0.357, 0.3261, 0.4382, 0.3286, 0.5222, 0.5971, 0.5184, 0.3636, 0.3469, 0.3801, 0.1403, 0.0096, 0.0614, 0.171, 0.0893, 0.0827, 0.0157, 0.0713, 0.0713, 0.0396, 0.0677, 0.0985, 0.0145, 0.0749, 0.1533, 0.1172, 0.1226, 0.0391, 0.0502, -0.0142, 0.1124, 0.0181, -0.0688, -0.0145, -0.0327, 0.0652, 0.0497, 0.0551, 0.1403, 0.0901, 0.071, 0.0571, 0.0477, 0.0698, 0.0434, 0.0513, -0.0497, -0.1096, -0.1977, -0.1302, -0.135, -0.1177, -0.1177, -0.1086, -0.0931, -0.0655, -0.0596, -0.0023, 0.0929, 0.202, 0.2388, 0.2104, 0.221, 0.2362, 0.1462, 0.2279, 0.32, 0.285, 0.2271, 0.1276, 0.0875, 0.1548, 0.1586, 0.2555, 0.389, 0.5473, 0.4425, 0.5529, 0.3994, 0.4352, 0.3999, 0.4819, 0.3433, 0.2804, 0.2114, 0.3375, 0.4732, 0.442, 0.442, 0.5169, 0.7214, 0.6252, 0.6123, 0.6577, 0.6899, 0.6615, 0.5697, 0.3791, 0.5019, 0.3707, 0.3073, 0.439, 0.5166, 0.544, 0.5016, 0.4745, 0.5214, 0.5214, 0.443, 0.3885]}
{"unit_id": "quote:2056680367055102335", "ticker_idx": 0, "ts": "2026-05-19T10:16:25+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 is a $50 stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST with $50 price target on native color lidar moat (Fujifilm materials partnership) + Section 6009 ban on Hesai from US federal infrastructure.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST announced its collaboration with Fujifilm to develop the world's first native color lidar. The detail everyone will miss:\n\nFujifilm's colour filters are semiconductor-grade. Same materials used in CMOS manufacturing. Not consumer camera tech - silicon-level integration from the earliest prototyping stage.\n\nThree reasons this matters:\n\n→ No software fusion. Colour is born into every point at capture.\n→ Hesai's 6D ETX matches the architecture. It can't replicate the materials partnership.\n→ Section 6009 of BUILD America 250 bans Hesai from US federal infrastructure regardless.\n\n$OUST just got a product moat to go with the policy moat.\n\n$OUST is a $50 stock.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST partnered with Fujifilm to develop native color lidar sensors, integrating Fujifilm’s color filter technology into Ouster’s Rev8 OS digital lidar family. The sensors capture 3D depth & color data in one device, targeting mapping, robotics, AI training and object recognition", "parent_author": null, "ret_m1d": 0.03432033921028199, "ret_signed_m1d": 0.03432033921028199, "alpha_spy_m1d": 0.027614887530116095, "alpha_c_m1d": 0.027855310971584002, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03869453406622925, "ret_signed_p1d": 0.03869453406622925, "alpha_spy_p1d": 0.028445539483665794, "alpha_c_p1d": 0.01618241208316684, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.4367429929163047, "ret_signed_p1w": 0.4367429929163047, "alpha_spy_p1w": 0.4137644653401533, "alpha_c_p1w": 0.3680521229950926, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.37012120328030607, "ret_signed_p1m": 0.37012120328030607, "alpha_spy_p1m": 0.36026743687008045, "alpha_c_p1m": 0.2976206113456963, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37012120328030607, "alpha_spy_stated": 0.36026743687008045, "alpha_c_stated": 0.2976206113456963, "price_path": [-0.358, -0.3735, -0.3923, -0.3725, -0.3338, -0.3395, -0.3624, -0.3186, -0.2692, -0.247, -0.2873, -0.318, -0.3085, -0.2473, -0.1672, -0.2409, -0.2776, -0.2833, -0.2803, -0.3022, -0.2914, -0.3254, -0.2873, -0.3079, -0.3197, -0.3503, -0.4058, -0.4404, -0.3819, -0.3735, -0.3442, -0.3442, -0.3503, -0.3496, -0.3183, -0.326, -0.3038, -0.2638, -0.212, -0.1777, -0.1867, -0.1837, -0.0868, -0.071, -0.0659, -0.1114, -0.0505, -0.0942, -0.1208, -0.1406, -0.0929, -0.11, -0.0528, -0.0377, -0.0109, -0.1753, -0.1521, -0.0983, -0.0882, 0.1497, 0.1729, 0.1729, 0.0343, 0.0, 0.0387, 0.1807, 0.246, 0.246, 0.4367, 0.4882, 0.4243, 0.5495, 0.5118, 0.5488, 0.4791, 0.5845, 0.3351, 0.3755, 0.2961, 0.2917, 0.3328, 0.3392, 0.5202, 0.4378, 0.3701, 0.567, 0.567, 0.6043, 0.5195, 0.3698, 0.4071, 0.4139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029632967732011024", "ticker_idx": 0, "ts": "2026-03-05T18:59:42+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IMO they'll be the leading out of all drone companies in the future.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish ONDS; expects it to be the leading drone company in the future.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor Another one to add to my list for $ONDS.\n\nIMO they’ll be the leading out of all drone companies in the future.\n\nThought you’d find this useful aswell mon!", "reply_text": null, "parent_text": "$ONDS announced that David Chinn, a Senior Partner at McKinsey & Company, has been appointed to the Board of Directors.\n\nChinn has 20+ years experience advising governments, defense ministries, and technology companies on large modernization programs and emerging technologies. https://t.co/iEVJYGZLzy", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.0019066213727418901, "ret_signed_m1d": 0.0019066213727418901, "alpha_spy_m1d": -0.003700311529499123, "alpha_c_m1d": -0.003700311529499123, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06291705069710962, "ret_signed_p1d": -0.06291705069710962, "alpha_spy_p1d": -0.049809920786247575, "alpha_c_p1d": -0.049809920786247575, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": -0.015252607331091905, "ret_signed_p1w": -0.015252607331091905, "alpha_spy_p1w": 0.007130724163494251, "alpha_c_p1w": 0.007130724163494251, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": -0.08484265100737642, "ret_signed_p1m": -0.08484265100737642, "alpha_spy_p1m": -0.05007303851770528, "alpha_c_p1m": -0.05007303851770528, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 0.29456627454802287, "ret_signed_p3m": 0.29456627454802287, "alpha_spy_p3m": 0.1766545209011119, "alpha_c_p3m": 0.1766545209011119, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1401, -0.1201, -0.2064, -0.1401, -0.1659, -0.2669, -0.2288, -0.2974, -0.2564, -0.1211, -0.1163, -0.1459, -0.1296, -0.1296, -0.1916, -0.1935, -0.143, -0.0696, -0.0696, 0.0505, 0.1945, 0.224, 0.1611, 0.3356, 0.3051, 0.2574, 0.3241, 0.2927, 0.2221, 0.1592, 0.1592, 0.2517, 0.1964, 0.2031, 0.1602, 0.0639, 0.1687, 0.1697, 0.0744, -0.0124, 0.0143, 0.0848, -0.0772, -0.1916, -0.0763, -0.0143, -0.0772, -0.1201, -0.1449, -0.1125, -0.1125, -0.0419, 0.0553, 0.0858, -0.0439, -0.0286, -0.0086, -0.0181, -0.0038, -0.0391, 0.0172, -0.0448, 0.0019, 0.0, -0.0629, -0.0734, -0.0458, -0.0629, -0.0153, -0.0315, 0.0038, 0.0753, 0.0324, 0.0248, -0.041, 0.0391, 0.0181, -0.0172, -0.1001, -0.1611, -0.2231, -0.1382, -0.1602, -0.0848, -0.0848, -0.0925, -0.0915, -0.0991, -0.1287, -0.1296, -0.0972, -0.1039, -0.0439, -0.0276, -0.0467, 0.0229, 0.0362, 0.0543, 0.0048, 0.0057, 0.0439, -0.001, -0.0953, -0.0429, -0.0162, -0.0724, -0.1106, -0.1096, -0.1525, -0.1363, -0.102, -0.1382, -0.1554, 0.0686, 0.0124, -0.0753, -0.1301, -0.1077, -0.1249, -0.1363, -0.1363, -0.0686, 0.0296, 0.2631, 0.2602, 0.2831, 0.2946, 0.1068, 0.1411, -0.0057, -0.0181, -0.0801, -0.1125, -0.0629, -0.1106, -0.0934, -0.122, -0.1306, -0.1163, -0.1163, -0.1525, -0.1868, -0.2679, -0.2684, -0.2536, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2001648753758081490", "ticker_idx": 0, "ts": "2025-12-18T13:40:26+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Interest rates will be lowered again in January, load up on $NBIS when you can", "tweet_type": "prediction", "timeline": "weeks", "summary": "Load up on NBIS: falling inflation to 2.6% and expected January rate cut seen as strong tailwind.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Inflation falling to 2.6%, the lowest since the pandemic!\n\nInterest rates will be lowered again in January, load up on $NBIS when you can.", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS / Nebius Group: The sleeper AI infrastructure play of 2025.\n\nNebius is currently suffering a drawback from the highs of October. Here is why I see massive opportunity.\n\nPlease consider liking and sharing this to help the community grow! Thank you.\n\nHere is the short https://t.co/JoCe6psGfu", "parent_author": null, "ret_m1d": -0.03380713937064772, "ret_signed_m1d": -0.03380713937064772, "alpha_spy_m1d": -0.02631247087165378, "alpha_c_m1d": -0.028140380760934947, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.005666758609712774, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14560127135087475, "ret_signed_p1d": 0.14560127135087475, "alpha_spy_p1d": 0.13653776512728766, "alpha_c_p1d": 0.1451720275397952, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.00042924381107956044, "ret_p1w": 0.16698682964593892, "ret_signed_p1w": 0.16698682964593892, "alpha_spy_p1w": 0.14340841314131114, "alpha_c_p1w": 0.14979526469002757, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.017191564955911343, "ret_p1m": 0.3923678890502893, "ret_signed_p1m": 0.3923678890502893, "alpha_spy_p1m": 0.3668917656778732, "alpha_c_p1m": 0.4003283325211465, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": -0.007960443470857226, "ret_p3m": 0.4896914750476091, "ret_signed_p3m": 0.4896914750476091, "alpha_spy_p3m": 0.4951578897298561, "alpha_c_p3m": 0.4959291266040873, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.006237651556478152, "ret_p6m": 1.9755411897439985, "ret_signed_p6m": 1.9755411897439985, "alpha_spy_p6m": 1.8727966471068191, "alpha_c_p6m": 2.0107527985483484, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": -0.0352116088043497, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3923678890502893, "alpha_spy_stated": 0.3668917656778732, "alpha_c_stated": 0.4003283325211465, "price_path": [0.3651, 0.3805, 0.45, 0.3823, 0.3792, 0.4114, 0.4377, 0.4805, 0.6119, 0.6389, 0.5999, 0.5072, 0.5623, 0.6986, 0.6594, 0.7347, 0.6411, 0.6113, 0.5756, 0.4527, 0.3958, 0.3354, 0.2629, 0.3595, 0.5016, 0.6062, 0.5601, 0.602, 0.5902, 0.6752, 0.5427, 0.4155, 0.4983, 0.4015, 0.425, 0.408, 0.309, 0.2083, 0.135, 0.0698, 0.101, 0.1594, 0.2174, 0.0839, 0.0662, 0.1768, 0.1382, 0.2126, 0.2126, 0.2149, 0.2825, 0.2351, 0.2667, 0.3164, 0.2555, 0.2848, 0.2346, 0.1985, 0.2073, 0.1229, 0.0391, 0.0366, -0.0338, 0.0, 0.1456, 0.1939, 0.1529, 0.167, 0.167, 0.1217, 0.1018, 0.0907, 0.0719, 0.0719, 0.1519, 0.1888, 0.2836, 0.232, 0.246, 0.2541, 0.3744, 0.3501, 0.3059, 0.3303, 0.3924, 0.3924, 0.2715, 0.2661, 0.2402, 0.2101, 0.1712, 0.2533, 0.2861, 0.2154, 0.0909, 0.129, 0.1519, 0.0551, -0.054, 0.1026, 0.1894, 0.1754, 0.1347, 0.1491, 0.2551, 0.2551, 0.2488, 0.3036, 0.378, 0.2539, 0.2884, 0.3136, 0.3589, 0.3431, 0.1678, 0.1655, 0.1115, 0.2521, 0.2249, 0.1439, 0.2158, 0.2349, 0.4342, 0.3835, 0.4464, 0.6628, 0.4897, 0.5182, 0.5562, 0.5062, 0.4618, 0.4715, 0.4738, 0.357, 0.2911, 0.1815, 0.3287, 0.3055, 0.3935, 0.3935, 0.4412, 0.5034, 0.6007, 0.7458, 0.8564, 0.9793, 1.0738, 1.1356, 1.1173, 1.0123, 1.0382, 1.0047, 0.9995, 1.0115, 0.8845, 0.8563, 0.7353, 0.808, 0.7701, 0.9784, 1.2592, 1.2528, 1.4983, 1.3661, 1.2673, 1.3831, 1.2936, 1.6542, 1.832, 1.8165, 1.5594, 1.5321, 1.4564, 1.8164, 1.7503, 1.7503, 1.6644, 1.6683, 1.8985, 1.9593, 2.3872, 2.3369, 2.2229, 2.3253, 1.9173, 1.7917, 1.8188, 1.7108, 1.8459, 1.9755]}
{"unit_id": "quote:2058089464543469583", "ticker_idx": 0, "ts": "2026-05-23T07:35:40+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST is my biggest position. I haven't sold a single share.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Largest position in OUST; bullish on LiDAR data-acquisition layer for physical AI, NVIDIA qualification, NASA selection, and US ban on Chinese LiDAR competitors.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST is my biggest position. I haven't sold a single share.\n\nAt a $2.1B market cap, this company is the data acquisition layer for physical AI. Not a speculative SPAC relic. A production infrastructure business.\n\n13 consecutive quarters of product revenue growth. $49M in Q1 FY2026, up 49% year over year. 12,600+ sensors shipped in a single quarter across robotics, industrial automation, and smart infrastructure.\n\nThe technology is called digital LiDAR. It fires thousands of laser pulses per second, building real-time 3D maps of physical environments at centimetre-level precision. Every autonomous system operating in the physical world needs this layer before it can reason or act.\n\nRev8 is the world's first native colour LiDAR. A single sensor that outputs fused colour and depth data simultaneously - no separate camera, no calibration overhead, no software fusion latency. Ouster built it in partnership with Fujifilm using semiconductor-grade colour filters. The same materials used in CMOS manufacturing. This isn't consumer camera technology.\n\nIn May 2026, Rev8 was qualified on NVIDIA's DRIVE Hyperion platform for Level 4 autonomous vehicles. It was already qualified on NVIDIA Jetson for robotics and edge AI. Any team building autonomy on NVIDIA silicon can now integrate Ouster's sensing stack without custom development work. The sales cycle just got materially shorter.\n\nNASA Marshall then selected the system for the Astrolab FLIP rover - launching late 2026 to the lunar south pole for navigation, obstacle detection, and hazard avoidance. The Moon is the harshest sensor environment that exists.\n\nSection 6009 of the BUILD America 250 Act prohibits federal procurement of LiDAR from covered foreign entities - directly targeting Hesai and Robosense, the two dominant Chinese manufacturers in the US market. The Act hasn't taken effect yet. When it does, those purchase orders need somewhere to go.\n\nI've spent the last week mapping the entire Physical AI Stack - every layer from the semiconductor foundation to the industrial applications driving real ROI. $OUST sits at Layer 2. \n\nThe full institutional breakdown is below.\n$OUST $ARBE $AMBA $CEVA $NVDA", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lINdXqUzUL", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2013892631399412067", "ticker_idx": 0, "ts": "2026-01-21T08:33:14+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated a large buy of $TE shares yesterday... I am looking to buy more.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Initiated large long position in $TE at $8.32 avg; bullish on 2.6GW sold-out production, 45X tax credits, policy moat, and $650-700M EBITDA target by 2027; adding more.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I initiated a large buy of $TE shares yesterday, after much work with Google Gemini Pro 3 @SJCapitalInvest \n\n280 shares at $8.32 avg purchase.\n\nKey catalysts locked in:\n\n1. 2025 production sold out at 2.6 GW; G2 Austin ramping for 5 GW more. Roadmap to $650–700M EBITDA by 2027 (70%+ U.S. content)\n\n2. 45X tax credits flowing: Just monetized $160M+; compliance with FEOC/OBBBA secures 2026 eligibility – non‑dilutive cash rocket fuel.\n\n3. Policy moat: Section 232 tariffs, FEOC rules shield vs. China; utilities begging for domestic panels amid AI data center boom (70 GW solar online '26–'27).\n\nI am looking to buy more.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.058823472022007106, "ret_signed_m1d": 0.058823472022007106, "alpha_spy_m1d": 0.07023290380462366, "alpha_c_m1d": 0.07583474608384588, "bench_spy_m1d": -0.011409431782616553, "bench_c_m1d": -0.017011274061838777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07033244268853478, "ret_signed_p1d": 0.07033244268853478, "alpha_spy_p1d": 0.0651091850158203, "alpha_c_p1d": 0.07550194548960032, "bench_spy_p1d": 0.005223257672714476, "bench_c_p1d": -0.00516950280106554, "ret_p1w": 0.21355493130404768, "ret_signed_p1w": 0.21355493130404768, "alpha_spy_p1w": 0.19893580790535736, "alpha_c_p1w": 0.22689946822346296, "bench_spy_p1w": 0.014619123398690315, "bench_c_p1w": -0.013344536919415284, "ret_p1m": -0.19309465418605398, "ret_signed_p1m": -0.19309465418605398, "alpha_spy_p1m": -0.1917523364973972, "alpha_c_p1m": -0.25308495232063477, "bench_spy_p1m": -0.00134231768865678, "bench_c_p1m": 0.05999029813458079, "ret_p3m": -0.36317136703905295, "ret_signed_p3m": -0.36317136703905295, "alpha_spy_p3m": -0.40001912454310473, "alpha_c_p3m": -0.4114319236266445, "bench_spy_p3m": 0.03684775750405178, "bench_c_p3m": 0.04826055658759154, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5563, -0.5102, -0.5269, -0.5396, -0.5345, -0.5243, -0.5627, -0.5294, -0.477, -0.5294, -0.5128, -0.4246, -0.4361, -0.5077, -0.5537, -0.5703, -0.5934, -0.6087, -0.6304, -0.6522, -0.6522, -0.5985, -0.5793, -0.509, -0.509, -0.4731, -0.4284, -0.3939, -0.422, -0.3465, -0.2545, -0.2302, -0.1394, -0.2136, -0.2494, -0.3159, -0.3529, -0.3043, -0.3069, -0.2302, -0.1777, -0.0665, -0.0908, -0.0985, -0.0985, -0.1304, -0.179, -0.1688, -0.1458, -0.1458, 0.0026, 0.0486, -0.0217, -0.0691, -0.1292, -0.1125, -0.078, 0.0051, 0.0051, -0.0524, 0.0448, 0.0448, 0.0588, 0.0, 0.0703, 0.087, 0.0409, 0.1662, 0.2136, 0.1355, 0.0652, 0.1074, 0.1624, -0.0115, -0.0703, 0.0575, -0.023, -0.0396, -0.124, -0.2059, -0.2174, -0.2174, -0.1765, -0.1739, -0.1931, -0.2059, -0.1957, -0.0934, -0.0767, -0.0678, -0.2123, -0.1253, -0.1675, -0.0921, -0.1292, -0.1407, -0.0844, 0.0205, 0.0409, -0.0102, -0.0256, -0.0128, -0.0038, -0.0627, -0.0141, -0.156, -0.1253, -0.1547, -0.1458, -0.1969, -0.2634, -0.2813, -0.4386, -0.4271, -0.4642, -0.4642, -0.4821, -0.4974, -0.4668, -0.4655, -0.4003, -0.3465, -0.3785, -0.3171, -0.3619, -0.3568, -0.3632, -0.3491, -0.3107, -0.3107, -0.3235, -0.321, -0.3734, -0.3747, -0.3862, -0.3414, -0.3478, -0.3171, -0.3261, -0.3414, -0.2123, -0.2276, -0.2519, -0.2826, -0.2673, -0.2749, -0.1049, -0.1202, 0.1125, 0.1151, 0.0332, 0.0332, 0.3363, 0.4015, 0.3836, 0.3504, 0.3312, 0.5396, 0.4706, 0.491, 0.2059, 0.1675, 0.0818, -0.0115, 0.0831, 0.087, 0.1407, 0.1036, 0.156, 0.1957, 0.1957, 0.3299, 0.1816, 0.0908, 0.087, 0.0499, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2015796256463847443", "ticker_idx": 0, "ts": "2026-01-26T14:37:33+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just picked up more $TE at $7.99 a share.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long position in $TE at $7.99, viewing algo-driven dip as a buying opportunity.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Everyday I thank the algo's for flushing out weak hands and giving me more shares.\n\nJust picked up more $TE at $7.99 a share.\n\nEasy. https://t.co/HfXG3NDwVM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04422600018347089, "ret_signed_m1d": 0.04422600018347089, "alpha_spy_m1d": 0.04927857380549705, "alpha_c_m1d": 0.045199381094361724, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0009733809108908309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12039305907894993, "ret_signed_p1d": 0.12039305907894993, "alpha_spy_p1d": 0.11640889370047902, "alpha_c_p1d": 0.11625626019478719, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.00413679888416274, "ret_p1w": 0.06388200026501356, "ret_signed_p1w": 0.06388200026501356, "alpha_spy_p1w": 0.06001333848044044, "alpha_c_p1w": 0.04471915264013848, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.01916284762487508, "ret_p1m": -0.12899264698387625, "ret_signed_p1m": -0.12899264698387625, "alpha_spy_p1m": -0.12122618178712863, "alpha_c_p1m": -0.2056443174318694, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.07665167044799315, "ret_p3m": -0.33783788216827104, "ret_signed_p3m": -0.33783788216827104, "alpha_spy_p3m": -0.3633236970160101, "alpha_c_p3m": -0.3997622089178068, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.06192432674953574, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12899264698387625, "alpha_spy_stated": -0.12122618178712863, "alpha_c_stated": -0.2056443174318694, "price_path": [-0.5577, -0.5528, -0.543, -0.5799, -0.5479, -0.4975, -0.5479, -0.5319, -0.4472, -0.4582, -0.527, -0.5713, -0.5872, -0.6093, -0.6241, -0.645, -0.6658, -0.6658, -0.6143, -0.5958, -0.5283, -0.5283, -0.4939, -0.4509, -0.4177, -0.4447, -0.3722, -0.2838, -0.2604, -0.1732, -0.2445, -0.2789, -0.3428, -0.3784, -0.3317, -0.3342, -0.2604, -0.2101, -0.1032, -0.1265, -0.1339, -0.1339, -0.1646, -0.2113, -0.2015, -0.1794, -0.1794, -0.0369, 0.0074, -0.0602, -0.1057, -0.1634, -0.1474, -0.1143, -0.0344, -0.0344, -0.0897, 0.0037, 0.0037, 0.0172, -0.0393, 0.0283, 0.0442, 0.0, 0.1204, 0.1658, 0.0909, 0.0233, 0.0639, 0.1167, -0.0504, -0.1069, 0.016, -0.0614, -0.0774, -0.1585, -0.2371, -0.2482, -0.2482, -0.2088, -0.2064, -0.2248, -0.2371, -0.2273, -0.129, -0.113, -0.1044, -0.2432, -0.1597, -0.2002, -0.1278, -0.1634, -0.1744, -0.1204, -0.0197, 0.0, -0.0491, -0.0639, -0.0516, -0.043, -0.0995, -0.0528, -0.1892, -0.1597, -0.188, -0.1794, -0.2285, -0.2924, -0.3096, -0.4607, -0.4496, -0.4853, -0.4853, -0.5025, -0.5172, -0.4877, -0.4865, -0.4238, -0.3722, -0.4029, -0.344, -0.387, -0.3821, -0.3882, -0.3747, -0.3378, -0.3378, -0.3501, -0.3477, -0.398, -0.3993, -0.4103, -0.3673, -0.3735, -0.344, -0.3526, -0.3673, -0.2432, -0.258, -0.2813, -0.3108, -0.2961, -0.3034, -0.14, -0.1548, 0.0688, 0.0713, -0.0074, -0.0074, 0.2838, 0.3464, 0.3292, 0.2973, 0.2789, 0.4791, 0.4128, 0.4324, 0.1585, 0.1216, 0.0393, -0.0504, 0.0405, 0.0442, 0.0958, 0.0602, 0.1106, 0.1486, 0.1486, 0.2776, 0.1351, 0.0479, 0.0442, 0.0086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1993330778478985609", "ticker_idx": 0, "ts": "2025-11-25T14:47:46+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR mostly with a nice chunk of $NBIS", "tweet_type": "prediction", "timeline": "years", "summary": "10-year hold: primarily CIFR with meaningful NBIS allocation.", "resolved_tickers": ["CIFR"], "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": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes $CIFR mostly with a nice chunk of $NBIS", "reply_text": null, "parent_text": "Which one are you choosing for a 10 year hold?\n\n$CIFR\n\n$NBIS\n\n$IREN\n\nMe - $NBIS", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": -0.04623295388854165, "ret_signed_m1d": -0.04623295388854165, "alpha_spy_m1d": -0.036914763222832714, "alpha_c_m1d": -0.043558679523067356, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.002674274365474294, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09303647934805248, "ret_signed_p1d": 0.09303647934805248, "alpha_spy_p1d": 0.08613289693004722, "alpha_c_p1d": 0.08119877328117497, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.011837706066877507, "ret_p1w": 0.0068492539240538886, "ret_signed_p1w": 0.0068492539240538886, "alpha_spy_p1w": -0.002795047887663493, "alpha_c_p1w": -0.024670368618724403, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.03151962254277829, "ret_p1m": -0.07420097662343994, "ret_signed_p1m": -0.07420097662343994, "alpha_spy_p1m": -0.09997807067500664, "alpha_c_p1m": -0.11906946688740994, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.044868490263969996, "ret_p3m": -0.1638128290094656, "ret_signed_p3m": -0.1638128290094656, "alpha_spy_p3m": -0.18817844619144775, "alpha_c_p3m": -0.16997185329259779, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.006159024283132197, "ret_p6m": 0.11187209093959338, "ret_signed_p6m": 0.11187209093959338, "alpha_spy_p6m": 0.007503760571224483, "alpha_c_p6m": -0.15482734869723846, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.26669943963683185, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5993, -0.5639, -0.5639, -0.5251, -0.5371, -0.5776, -0.5708, -0.5594, -0.4737, -0.415, -0.4309, -0.3807, -0.3807, -0.343, -0.2934, -0.3236, -0.2991, -0.2032, -0.1924, -0.1929, -0.3345, -0.3453, -0.278, -0.2814, -0.2808, -0.2118, -0.161, -0.1244, -0.101, 0.0046, 0.0268, -0.0314, 0.161, 0.1924, 0.2003, 0.0685, 0.0708, 0.1364, 0.0317, -0.0805, -0.0151, 0.1792, 0.1724, 0.1393, 0.1182, 0.0885, 0.0645, 0.2991, 0.2848, 0.4104, 0.2392, 0.1809, 0.1216, 0.0656, -0.008, -0.1478, -0.1804, -0.1809, -0.1678, -0.1655, -0.1689, -0.1924, -0.0462, 0.0, 0.093, 0.093, 0.1615, 0.1239, 0.0068, 0.0634, 0.1318, 0.1005, 0.1119, 0.1164, 0.0548, 0.0776, -0.0268, -0.1587, -0.1444, -0.1787, -0.1353, -0.0748, -0.0674, -0.0919, -0.0742, -0.0742, -0.133, -0.1393, -0.1672, -0.1575, -0.1575, -0.0753, 0.0365, 0.0011, -0.0822, -0.0554, -0.0508, 0.0091, 0.0417, 0.0348, 0.0, 0.0731, 0.0731, 0.0228, 0.0114, -0.0074, 0.0029, -0.0588, 0.0702, 0.0828, 0.0103, -0.089, -0.0976, -0.0719, -0.1866, -0.2751, -0.1592, -0.0434, -0.024, -0.0708, -0.0811, -0.0628, -0.0628, -0.1073, -0.1199, -0.0982, -0.1638, -0.1313, -0.0228, -0.0519, -0.0594, -0.1096, -0.1005, -0.1604, -0.0845, -0.1353, -0.2226, -0.1832, -0.2032, -0.1946, -0.2175, -0.1963, -0.1358, -0.1387, -0.1627, -0.1644, -0.2003, -0.1501, -0.1507, -0.0936, -0.1809, -0.2155, -0.3142, -0.2654, -0.2785, -0.2683, -0.2683, -0.238, -0.2003, -0.1199, -0.0662, -0.0565, 0.0137, 0.0531, 0.0274, -0.0103, 0.1056, 0.101, 0.0297, 0.1096, 0.0668, 0.0388, 0.0365, -0.0148, -0.0342, 0.0126, -0.0274, 0.0211, 0.2614, 0.2506, 0.1807, 0.1729, 0.1575, 0.145, 0.2123, 0.2723, 0.1604, 0.0913, 0.0731, 0.1119]}
{"unit_id": "reply:1993330778478985609", "ticker_idx": 1, "ts": "2025-11-25T14:47:46+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a nice chunk of $NBIS", "tweet_type": "prediction", "timeline": "years", "summary": "10-year hold: primarily CIFR with meaningful NBIS allocation.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes $CIFR mostly with a nice chunk of $NBIS", "reply_text": null, "parent_text": "Which one are you choosing for a 10 year hold?\n\n$CIFR\n\n$NBIS\n\n$IREN\n\nMe - $NBIS", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": 0.03397844695978325, "ret_signed_m1d": 0.03397844695978325, "alpha_spy_m1d": 0.043296637625492185, "alpha_c_m1d": 0.04526452127834524, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.01128607431856199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06536909729444051, "ret_signed_p1d": 0.06536909729444051, "alpha_spy_p1d": 0.058465514876435254, "alpha_c_p1d": 0.06396929135308826, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.0013998059413522501, "ret_p1w": 0.08517101630010582, "ret_signed_p1w": 0.08517101630010582, "alpha_spy_p1w": 0.07552671448838844, "alpha_c_p1w": 0.07703452218793894, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.008136494112166881, "ret_p1m": 0.025315032285438965, "ret_signed_p1m": 0.025315032285438965, "alpha_spy_p1m": -0.0004620617661277304, "alpha_c_p1m": -0.011188024414413578, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.03650305669985254, "ret_p3m": 0.10171018446087654, "ret_signed_p3m": 0.10171018446087654, "alpha_spy_p3m": 0.07734456727889438, "alpha_c_p3m": 0.07652970762836198, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.025180476832514564, "ret_p6m": 1.158190968180325, "ret_signed_p6m": 1.158190968180325, "alpha_spy_p6m": 1.0538226378119562, "alpha_c_p6m": 1.1359027141706755, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.022288254009649622, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1895, -0.2313, -0.2313, -0.2606, -0.2614, -0.2697, -0.2634, -0.2793, 0.077, 0.0507, 0.0035, 0.0172, 0.0234, 0.0062, 0.0585, 0.059, 0.1173, 0.1994, 0.2129, 0.274, 0.2144, 0.2117, 0.2401, 0.2632, 0.3007, 0.4162, 0.4399, 0.4057, 0.3243, 0.3726, 0.4923, 0.4579, 0.5241, 0.4418, 0.4157, 0.3843, 0.2763, 0.2264, 0.1733, 0.1096, 0.1944, 0.3193, 0.4112, 0.3707, 0.4075, 0.3972, 0.4719, 0.3554, 0.2437, 0.3164, 0.2313, 0.252, 0.2371, 0.1501, 0.0617, -0.0028, -0.0601, -0.0326, 0.0187, 0.0696, -0.0477, -0.0632, 0.034, 0.0, 0.0654, 0.0654, 0.0674, 0.1268, 0.0852, 0.113, 0.1566, 0.1031, 0.1288, 0.0847, 0.053, 0.0608, -0.0134, -0.0871, -0.0892, -0.1511, -0.1214, 0.0065, 0.0489, 0.0129, 0.0253, 0.0253, -0.0145, -0.032, -0.0417, -0.0582, -0.0582, 0.012, 0.0444, 0.1278, 0.0825, 0.0947, 0.1018, 0.2076, 0.1862, 0.1474, 0.1688, 0.2233, 0.2233, 0.1171, 0.1124, 0.0897, 0.0632, 0.029, 0.1011, 0.13, 0.0678, -0.0415, -0.0081, 0.012, -0.073, -0.1689, -0.0313, 0.045, 0.0327, -0.003, 0.0096, 0.1027, 0.1027, 0.0972, 0.1454, 0.2107, 0.1017, 0.132, 0.1541, 0.194, 0.18, 0.026, 0.024, -0.0234, 0.1001, 0.0762, 0.0051, 0.0682, 0.0849, 0.2601, 0.2156, 0.2708, 0.461, 0.3088, 0.3339, 0.3672, 0.3234, 0.2843, 0.2929, 0.2949, 0.1923, 0.1343, 0.038, 0.1674, 0.1471, 0.2243, 0.2243, 0.2662, 0.3209, 0.4064, 0.5339, 0.6311, 0.739, 0.822, 0.8764, 0.8603, 0.768, 0.7907, 0.7614, 0.7568, 0.7673, 0.6557, 0.631, 0.5246, 0.5885, 0.5552, 0.7382, 0.9849, 0.9793, 1.195, 1.0789, 0.992, 1.0938, 1.0152, 1.332, 1.4882, 1.4746, 1.2486, 1.2247, 1.1582]}
{"unit_id": "thread:2055344927744123263", "ticker_idx": 0, "ts": "2026-05-15T17:49:51+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 beyond $50 is absolutely on the cards this year", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish OUST to above $50 this year on NVIDIA DRIVE Hyperion qualification, record revenue, and clean balance sheet.", "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": "market is red. $OUST is green.\n\nwrote this thesis before the NVIDIA DRIVE Hyperion news dropped.\n\nRev8 is now qualified on NVIDIA’s autonomous vehicle reference platform. this isn’t a partnership. it’s a standard. any team building on NVIDIA silicon has a direct path to Ouster sensors.\n\nQ1: $49M revenue. record. $OUST has $175M cash and zero long-term debt.\n\nlast major independent American LiDAR company. the field cleared. the thesis didn’t.\n\nfull breakdown 👇\n\n$OUST $NVDA\n\n---\n\nBtw $OUST beyond $50 is absolutely on the cards this year.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.01217581077006713, "alpha_c_m1d": -0.01838195717694946, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01838195717694946, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11818705585478329, "ret_signed_p1d": -0.11818705585478329, "alpha_spy_p1d": -0.11748354653705151, "alpha_c_p1d": -0.10740753446657303, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.010779521388210256, "ret_p1w": 0.062248942368088755, "ret_signed_p1w": 0.062248942368088755, "alpha_spy_p1w": 0.053495889039963274, "alpha_c_p1w": 0.038817676052979255, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0234312663151095, "ret_p1m": 0.29604129415189195, "ret_signed_p1m": 0.29604129415189195, "alpha_spy_p1m": 0.2748553817562698, "alpha_c_p1m": 0.2079328128345177, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.08810848131737425, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29604129415189195, "alpha_spy_stated": 0.2748553817562698, "alpha_c_stated": 0.2079328128345177, "price_path": [-0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2044019083650453603", "ticker_idx": 0, "ts": "2026-04-14T11:45:00+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$POET is doing it for photonics", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish POET Technologies: wafer-scale optical interposer applies CMOS economics to photonics, enabling 800G+ AI data center interconnects at scale.", "resolved_tickers": ["POET"], "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": "Nobody is mapping the semiconductorisation of photonics.  \n🔹 Copper interconnects are physically exhausted at 800G — photons are mandatory \n🔹 Traditional optical assembly uses active alignment — powered laser, manual aim, UV epoxy, one component at a time. Slow, expensive, kills yield at scale. \n🔹 $POET's Optical Interposer applies wafer-scale CMOS economics to optics — passive alignment, solder reflow, 500+ devices per 8-inch wafer simultaneously \n🔹 66% less Indium Phosphide. Half the lasers. Integrated thermal layer for 500W+ AI accelerators. 🔹 $430M cash. Zero debt. Manufacturing scaling in Malaysia now.  \n\nThis is what the CMOS revolution did for microchips.  $POET is doing it for photonics.\n\nA new company is on my watchlist.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08792848721813495, "ret_signed_m1d": 0.08792848721813495, "alpha_spy_m1d": 0.09996668052075486, "alpha_c_m1d": 0.10708778735554503, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03874809993540307, "ret_signed_p1d": 0.03874809993540307, "alpha_spy_p1d": 0.03085713070835916, "alpha_c_p1d": 0.036535710554872036, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.5275707811814903, "ret_signed_p1w": 0.5275707811814903, "alpha_spy_p1w": 0.5137182985040327, "alpha_c_p1w": 0.49956192352195616, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 1.1415797025133085, "ret_signed_p1m": 1.1415797025133085, "alpha_spy_p1m": 1.0726773273186183, "alpha_c_p1m": 0.8750752291224762, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1415797025133085, "alpha_spy_stated": 1.0726773273186183, "alpha_c_stated": 0.8750752291224762, "price_path": [0.2385, 0.237, 0.237, 0.228, 0.2474, 0.0343, 0.0298, -0.0373, 0.0119, -0.073, -0.1133, -0.1356, -0.1297, -0.0999, -0.1639, -0.228, -0.1252, -0.0745, -0.1297, -0.1311, -0.158, -0.1684, -0.1684, -0.1773, -0.1684, -0.1699, -0.152, -0.1773, -0.0894, -0.0522, -0.07, -0.1058, 0.0298, 0.0492, 0.0194, -0.0104, -0.0641, -0.003, 0.0432, 0.1088, 0.1088, 0.0179, 0.0298, -0.0209, -0.079, -0.0715, -0.1162, -0.0969, -0.1446, -0.0909, -0.1818, -0.2265, -0.2429, -0.1148, -0.1654, -0.0894, -0.0894, -0.0939, -0.1118, -0.073, -0.0939, 0.0492, 0.0879, 0.0, 0.0387, 0.0939, 0.082, 0.2802, 0.5276, 0.9031, 0.7466, 1.2504, 0.1848, 0.1967, -0.0164, 0.0611, 0.0894, 0.0596, 0.3726, 0.4486, 0.4277, 0.6319, 1.0715, 1.0462, 1.1416, 2.0656, 1.38, 1.1177, 0.9478, 1.2027, 1.2086, 1.1744, 1.1744, 0.9896, 0.9791, 0.9762, 0.8316, 1.07, 1.0596, 1.2921, 1.307, 0.7675, 0.8301, 0.6051, 0.6364, 0.6766, 0.8674, 1.076, 0.8852, 0.7809, 0.8107, 0.8107, 0.8018, 0.5991, 0.5887, 0.5097, 0.4069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061385030580994310", "ticker_idx": 0, "ts": "2026-06-01T09:51:04+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to be entering today at higher prices than planned, but I need some exposure to this", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiating long ELMT despite 22% pre-market spike; backs refractory metals/defense/semis thesis with blowout Q1 beat and record backlog.", "resolved_tickers": ["ELMT"], "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": "$ELMT is up 22% in  pre-market. I posted coverage yesterday.\n\nHere's why:\n1. Refractory metals (tungsten, moly, niobium, tantalum) + RF/microwave parts that go into defense, radar, missiles and semis. Hard-to-source materials, real barriers to entry. \n2. Q1 delivered 20.7% revenue growth, 260bps of gross-margin expansion, and a record $113.3M backlog. \n3. Adjusted EPS came in at 23c against a 1c consensus, which was a clean beat the street wasn't positioned for.\n\nThis is an all-in-one name. Semiconductors, nuclear fusion, defense and critical materials.\n\nImportant to acknowledge it trades at a 100x+ earnings multiple. But in this environment we're in currently? That's fine imo.\n\nI'm going to be entering today at higher prices than planned, but I need some exposure to this. NFA. DYOR.\n\nMore coverage coming this week.\n$ELMT\n\n---\n\nHere's the full article: \nhttps://t.co/AUqF24a0hM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19366759272884504, "ret_signed_m1d": -0.19366759272884504, "alpha_spy_m1d": -0.19095187447686923, "alpha_c_m1d": -0.19790194351362922, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.00423435078478418, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16569916956358854, "ret_signed_p1d": 0.16569916956358854, "alpha_spy_p1d": 0.16434122976631227, "alpha_c_p1d": 0.15531629726585527, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.01038287229773327, "ret_p1w": -0.08390501786667237, "ret_signed_p1w": -0.08390501786667237, "alpha_spy_p1w": -0.05843499467206359, "alpha_c_p1w": -0.09103963808513849, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": 0.0071346202184661145, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0549, -0.1029, -0.1456, -0.2, -0.1388, -0.1372, -0.1741, -0.1889, -0.2053, -0.1741, -0.19, -0.171, -0.1778, -0.1166, -0.1177, -0.1483, -0.1847, -0.2427, -0.286, -0.2596, -0.2264, -0.2243, -0.2243, -0.1741, -0.1789, -0.1451, -0.1937, 0.0, 0.1657, 0.0464, 0.0185, -0.0939, -0.0839, -0.01, -0.0195, 0.0253, 0.0792, 0.0892, -0.038, -0.0174, 0.0259, 0.0259, -0.0106, -0.0264, -0.0443, -0.0142, 0.0005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050517486940946755", "ticker_idx": 0, "ts": "2026-05-02T10:07:20+00:00", "symbol": "402340.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the compression rate is decelerating just as the stock outpaces SK Hynix itself. Just be cautious out there folks.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cautious/bearish on SK Square: NAV discount compression is decelerating and the easy gains may be done after 860% run.", "resolved_tickers": ["402340.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Square (402340) is up 860% in a year and just became KOSPI’s #3 company by market cap.\n\nperspective. this name has ran a lot already and you’re not early.\n\neveryone’s celebrating the NAV discount compression.\n\ni’m watching the rate of compression - and it’s slowing down.\n\nend of 2024: 65.7% discount\n\ntoday: 45.1% discount\n\nthe compression rate is decelerating just as the stock outpaces SK Hynix itself (+128% vs +97% YTD).\n\nthe market is pricing in 30% discount by 2028. that’s the management target.\n\nbut what if the easy compression is already done?\n\nJust be cautious out there folks.", "reply_text": null, "parent_text": null, "quoted_text": "$000660 $402340 \n\nSK Square trades at 2x earnings and owns 20% of SK Hynix \n\nAvailable on Interactive Brokers now — much cheaper than $MU (SK Hynix has similar market cap to MU but 2x profit)\n\n… and they tell me I’m a “pump account”", "parent_author": null, "ret_m1d": -0.1513622656958512, "ret_signed_m1d": 0.1513622656958512, "alpha_spy_m1d": 0.15503912762974104, "alpha_c_m1d": 0.15734107097655603, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.008022228723942426, "alpha_c_p1d": 0.03137392929694083, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.1977800044419613, "ret_signed_p1w": -0.1977800044419613, "alpha_spy_p1w": -0.16812860961135145, "alpha_c_p1w": -0.060602893919843304, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.3599954582618241, "ret_signed_p1m": -0.3599954582618241, "alpha_spy_p1m": -0.30211319880745324, "alpha_c_p1m": -0.11251620390983708, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3599954582618241, "alpha_spy_stated": -0.30211319880745324, "alpha_c_stated": -0.11251620390983708, "price_path": [-0.4258, -0.4612, -0.4813, -0.4319, -0.4521, -0.4632, -0.4248, -0.4369, -0.4369, -0.4369, -0.4369, -0.4289, -0.4147, -0.4147, -0.3774, -0.3471, -0.3148, -0.3491, -0.3491, -0.4137, -0.4884, -0.4289, -0.442, -0.4864, -0.441, -0.4299, -0.441, -0.4612, -0.4329, -0.4077, -0.3643, -0.3835, -0.3865, -0.4379, -0.3996, -0.3895, -0.4369, -0.4511, -0.4854, -0.5293, -0.4945, -0.5262, -0.5126, -0.5086, -0.4965, -0.4168, -0.4349, -0.4268, -0.4147, -0.3542, -0.329, -0.3037, -0.3118, -0.2926, -0.2755, -0.2735, -0.2654, -0.2684, -0.2038, -0.1816, -0.1625, -0.1514, -0.1514, 0.0, 0.0, 0.0989, 0.109, 0.108, 0.1978, 0.1362, 0.2008, 0.1832, 0.1094, 0.1044, 0.0306, 0.0397, 0.1913, 0.1973, 0.1973, 0.1933, 0.2893, 0.2499, 0.2458, 0.2691, 0.36, 0.36, 0.3752, 0.2711, 0.1296, 0.2822, 0.1953, 0.2408, 0.3721, 0.4277, 0.5166, 0.6126, 0.7177, 0.7985, 0.9905, 0.851, 0.8177, 0.9187, 0.7379, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021650982237847564", "ticker_idx": 0, "ts": "2026-02-11T18:22:09+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE falls below $7 and i'm a buyer again - massively reducing my cost basis. $TE is going so much higher.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying TE below $7 to reduce cost basis; expects significantly higher prices ahead.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Where are all of the haters now?!\n\n$TE falls below $7 and i’m a buyer again - massively reducing my cost basis.\n\nImportant to remember that you should never take investment advice from unverified accounts hating on X.\n\n$TE is going so much higher.🔥🔥 https://t.co/JBKuCVoFF5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09635041364057795, "ret_signed_m1d": 0.09635041364057795, "alpha_spy_m1d": 0.09611923806711942, "alpha_c_m1d": 0.10166960317678841, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.005319189536210467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09343063874391766, "ret_signed_p1d": -0.09343063874391766, "alpha_spy_p1d": -0.07798177904603143, "alpha_c_p1d": -0.08147678476829967, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01195385397561799, "ret_p1w": -0.05693428787084265, "ret_signed_p1w": -0.05693428787084265, "alpha_spy_p1w": -0.04874010251733596, "alpha_c_p1w": -0.05807815620403478, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": 0.0011438683331921329, "ret_p1m": 0.12992698961699256, "ret_signed_p1m": 0.12992698961699256, "alpha_spy_p1m": 0.1673569486057187, "alpha_c_p1m": 0.184834248811784, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.05490725919479145, "ret_p3m": -0.11824816847541098, "ret_signed_p3m": -0.11824816847541098, "alpha_spy_p3m": -0.18958033124039508, "alpha_c_p3m": -0.12220512119543214, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.003956952720021167, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12992698961699256, "alpha_spy_stated": 0.1673569486057187, "alpha_c_stated": 0.184834248811784, "price_path": [-0.5095, -0.5358, -0.5533, -0.5781, -0.6029, -0.6029, -0.5416, -0.5197, -0.4394, -0.4394, -0.3985, -0.3474, -0.308, -0.3401, -0.254, -0.1489, -0.1212, -0.0175, -0.1022, -0.1431, -0.219, -0.2613, -0.2058, -0.2088, -0.1212, -0.0613, 0.0657, 0.038, 0.0292, 0.0292, -0.0073, -0.0628, -0.0511, -0.0248, -0.0248, 0.1445, 0.1971, 0.1168, 0.0628, -0.0058, 0.0131, 0.0526, 0.1474, 0.1474, 0.0818, 0.1927, 0.1927, 0.2088, 0.1416, 0.2219, 0.2409, 0.1883, 0.3314, 0.3854, 0.2964, 0.2161, 0.2642, 0.327, 0.1285, 0.0613, 0.2073, 0.1153, 0.0964, 0.0, -0.0934, -0.1066, -0.1066, -0.0599, -0.0569, -0.0788, -0.0934, -0.0818, 0.035, 0.054, 0.0642, -0.1007, -0.0015, -0.0496, 0.0365, -0.0058, -0.019, 0.0453, 0.165, 0.1883, 0.1299, 0.1124, 0.127, 0.1372, 0.0701, 0.1255, -0.0365, -0.0015, -0.035, -0.0248, -0.0832, -0.1591, -0.1796, -0.3591, -0.346, -0.3883, -0.3883, -0.4088, -0.4263, -0.3912, -0.3898, -0.3153, -0.254, -0.2905, -0.2204, -0.2715, -0.2657, -0.273, -0.2569, -0.2131, -0.2131, -0.2277, -0.2248, -0.2847, -0.2861, -0.2993, -0.2482, -0.2555, -0.2204, -0.2307, -0.2482, -0.1007, -0.1182, -0.146, -0.181, -0.1635, -0.1723, 0.0219, 0.0044, 0.2701, 0.273, 0.1796, 0.1796, 0.5255, 0.6, 0.5796, 0.5416, 0.5197, 0.7577, 0.6788, 0.7022, 0.3766, 0.3328, 0.235, 0.1285, 0.2365, 0.2409, 0.3022, 0.2599, 0.3197, 0.365, 0.365, 0.5182, 0.3489, 0.2453, 0.2409, 0.1985, null, null, null, null, null, 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:2069783590359974272", "ticker_idx": 0, "ts": "2026-06-24T14:03:57+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is becoming seriously tempting at these levels", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author hints MSTR is becoming a buying opportunity at current levels after its underperformance.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "This is insane.\n\nIf you purchased $MSTR in March 2024 during the last $BTC bear market and held…\n\nYou’re now down on your money from over two years ago.\n\n$MSTR - Ponzi or Amazing Buying opportunity?\n\nFor me, this is becoming seriously tempting at these levels… https://t.co/NzsZ1qBnXW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10315520416229562, "ret_signed_m1d": 0.10315520416229562, "alpha_spy_m1d": 0.1026914721509522, "alpha_c_m1d": 0.1026914721509522, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": 0.0004637320113434207, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09348768383230499, "ret_signed_p1d": -0.09348768383230499, "alpha_spy_p1d": -0.09493331905775826, "alpha_c_p1d": -0.09493331905775826, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": 0.0014456352254532678, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.3389, 0.2901, 0.3258, 0.3044, 0.273, 0.273, 0.3565, 0.3144, 0.363, 0.369, 0.3666, 0.4061, 0.4598, 0.5249, 0.5823, 0.769, 0.8146, 0.742, 0.9054, 0.8323, 0.8168, 0.7975, 0.7604, 0.6805, 0.7577, 0.8822, 0.9526, 0.9856, 0.9847, 0.9105, 0.9929, 1.0816, 0.9592, 0.8913, 0.9863, 0.8848, 0.7702, 0.749, 0.7615, 0.7513, 0.6986, 0.6986, 0.699, 0.6382, 0.611, 0.6901, 0.5912, 0.4457, 0.3444, 0.3744, 0.2795, 0.3513, 0.2432, 0.2254, 0.2764, 0.317, 0.3932, 0.3047, 0.2383, 0.1955, 0.1955, 0.1629, 0.1032, 0.0, -0.0935, -0.1256, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050306659432452562", "ticker_idx": 0, "ts": "2026-05-01T20:09:35+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think so.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RDDT; author believes improving FCF margins signal the start of a sustained turnaround.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT margins are on a different level.\n\nWe finish up 13% today.\n\nIs this the beginning of the turnaround?\n\nI think so.", "reply_text": null, "parent_text": null, "quoted_text": "Reddit's free cash flow has exploded over the last 2 years.\n\nFCF Margin by year:\n\n2020: (28%)\n2021: (27%)\n2022: (15%)\n2023: (11%)\n2024: 17%\n2025: 31%\nLTM: 35%\n\n$RDDT https://t.co/cB8nwMkMEq", "parent_author": null, "ret_m1d": -0.015319166525573746, "ret_signed_m1d": -0.015319166525573746, "alpha_spy_m1d": -0.018996028459463576, "alpha_c_m1d": -0.020659405304493617, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00534023877891987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01514164220555414, "ret_signed_p1d": 0.01514164220555414, "alpha_spy_p1d": 0.007119413481611714, "alpha_c_p1d": 0.019189877104904718, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": -0.004048234899350578, "ret_p1w": -0.05654469984761967, "ret_signed_p1w": -0.05654469984761967, "alpha_spy_p1w": -0.08619609467822953, "alpha_c_p1w": -0.05206584091171307, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": -0.0044788589359066044, "ret_p1m": 0.0003548681374261342, "ret_signed_p1m": 0.0003548681374261342, "alpha_spy_p1m": -0.05752739131694473, "alpha_c_p1m": 0.02214638140471159, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": -0.021791513267285456, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0003548681374261342, "alpha_spy_stated": -0.05752739131694473, "alpha_c_stated": 0.02214638140471159, "price_path": [-0.0969, -0.1066, -0.1729, -0.1616, -0.1129, -0.1761, -0.2248, -0.174, -0.174, -0.1765, -0.1278, -0.1357, -0.1118, -0.1574, -0.1596, -0.1147, -0.1054, -0.1376, -0.1299, -0.1383, -0.1288, -0.1463, -0.1755, -0.1787, -0.2067, -0.189, -0.2178, -0.2171, -0.1719, -0.1463, -0.1554, -0.1831, -0.1728, -0.1663, -0.1949, -0.1741, -0.2473, -0.2794, -0.2658, -0.2036, -0.1945, -0.1956, -0.1956, -0.1818, -0.1652, -0.1424, -0.1815, -0.1735, -0.1166, -0.0859, -0.0626, -0.0392, -0.0312, -0.0165, -0.0725, -0.0282, -0.0953, -0.0839, -0.0524, -0.125, -0.1261, -0.1292, -0.0153, 0.0, 0.0151, -0.0148, -0.0303, -0.0785, -0.0565, -0.0989, -0.0884, -0.0755, -0.0645, -0.0589, -0.0839, -0.1322, -0.1126, -0.1621, -0.1621, -0.1445, -0.088, -0.0082, 0.041, 0.0519, 0.0004, 0.0025, 0.0878, 0.0259, 0.0122, 0.0535, 0.0186, 0.0248, -0.0412, 0.0758, 0.0374, -0.0185, 0.0348, 0.0348, 0.0081, -0.0203, -0.0494, -0.0654, -0.0126, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053814884123484332", "ticker_idx": 0, "ts": "2026-05-11T12:30:01+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DRAM outperformed Korea's leading semiconductor ETFs over the same period - even after the tax drag", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Seohak Ants piling into DRAM ETF and SK Hynix signals informed insiders are bullish on HBM/memory names.", "resolved_tickers": ["DRAM"], "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": "Korean retail investors - the \"Seohak Ants\" - put $225 million into $DRAM in its first month.\n\nThat's 9.8% of total inflows. Into a US-listed ETF. Subject to a 22% overseas capital gains tax.\n\nThey did it anyway.\n\nBecause $DRAM outperformed Korea's leading semiconductor ETFs over the same period - even after the tax drag.\n\nThink about what that signals.\n\nThese aren't tourists. The Seohak Ants live inside the $000660 and Samsung supply chain. They read the domestic disclosures. They know the HBM capacity numbers before English-language media picks them up.\n\n$DRAM $MU $000660 $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.041394381230914434, "ret_signed_m1d": -0.041394381230914434, "alpha_spy_m1d": -0.03912199369439806, "alpha_c_m1d": -0.03912199369439806, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.0022723875365163737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06862749579399863, "ret_signed_p1d": -0.06862749579399863, "alpha_spy_p1d": -0.06711254317941207, "alpha_c_p1d": -0.06711254317941207, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.10457519870638277, "ret_signed_p1w": -0.10457519870638277, "alpha_spy_p1w": -0.1036960080451721, "alpha_c_p1w": -0.1036960080451721, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": 0.08678283624532956, "ret_signed_p1m": 0.08678283624532956, "alpha_spy_p1m": 0.08982623310298854, "alpha_c_p1m": 0.08982623310298854, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": -0.0030433968576589754, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08678283624532956, "alpha_spy_stated": 0.08982623310298854, "alpha_c_stated": 0.08982623310298854, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.496, -0.496, -0.4706, -0.4655, -0.4105, -0.4121, -0.4112, -0.3909, -0.3542, -0.3742, -0.3638, -0.3538, -0.3633, -0.3658, -0.3228, -0.3399, -0.3246, -0.2997, -0.3223, -0.3059, -0.2859, -0.2663, -0.2289, -0.1596, -0.1162, -0.1549, -0.0414, 0.0, -0.0686, -0.0098, -0.0234, -0.0723, -0.1046, -0.0964, -0.0648, -0.0134, -0.041, -0.041, 0.0986, 0.1026, 0.136, 0.1474, 0.2346, 0.2631, 0.2656, 0.1928, 0.0129, 0.0988, 0.0868, 0.0416, 0.1823, 0.1803, 0.2903, 0.2367, 0.27, 0.3927, 0.3927, 0.4655, 0.2567, 0.2696, 0.396, 0.305, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053814884123484332", "ticker_idx": 1, "ts": "2026-05-11T12:30:01+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Seohak Ants live inside the $000660 and Samsung supply chain. They read the domestic disclosures. They know the HBM capacity numbers before English-language media picks them up", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Seohak Ants piling into DRAM ETF and SK Hynix signals informed insiders are bullish on HBM/memory names.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Korean retail investors - the \"Seohak Ants\" - put $225 million into $DRAM in its first month.\n\nThat's 9.8% of total inflows. Into a US-listed ETF. Subject to a 22% overseas capital gains tax.\n\nThey did it anyway.\n\nBecause $DRAM outperformed Korea's leading semiconductor ETFs over the same period - even after the tax drag.\n\nThink about what that signals.\n\nThese aren't tourists. The Seohak Ants live inside the $000660 and Samsung supply chain. They read the domestic disclosures. They know the HBM capacity numbers before English-language media picks them up.\n\n$DRAM $MU $000660 $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.024523104884154323, "ret_signed_m1d": 0.024523104884154323, "alpha_spy_m1d": 0.026795492420670697, "alpha_c_m1d": 0.04147582056258858, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07683920731708138, "ret_signed_p1d": 0.07683920731708138, "alpha_spy_p1d": 0.07835415993166794, "alpha_c_p1d": 0.10297097255175025, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.049046346030869215, "ret_signed_p1w": -0.049046346030869215, "alpha_spy_p1w": -0.04816715536965854, "alpha_c_p1w": 0.0032692905914109005, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.11626289571839865, "ret_signed_p1m": 0.11626289571839865, "alpha_spy_p1m": 0.11930629257605763, "alpha_c_p1m": 0.09075576887814862, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11626289571839865, "alpha_spy_stated": 0.11930629257605763, "alpha_c_stated": 0.09075576887814862, "price_path": [-0.517, -0.5213, -0.5213, -0.5213, -0.5213, -0.5137, -0.4838, -0.4827, -0.4533, -0.4463, -0.4011, -0.4218, -0.4218, -0.4883, -0.5373, -0.4872, -0.4965, -0.5444, -0.4888, -0.4796, -0.4932, -0.5041, -0.4692, -0.4714, -0.4245, -0.448, -0.4512, -0.4916, -0.4627, -0.4578, -0.4916, -0.4916, -0.5243, -0.5602, -0.5112, -0.5477, -0.5226, -0.5172, -0.5008, -0.4371, -0.4561, -0.4403, -0.4332, -0.3989, -0.3809, -0.3706, -0.3853, -0.3646, -0.333, -0.3335, -0.3324, -0.3341, -0.2959, -0.2916, -0.2954, -0.2992, -0.2992, -0.2114, -0.2114, -0.1275, -0.0986, -0.0812, 0.0245, 0.0, 0.0768, 0.0736, -0.0087, 0.0027, -0.049, -0.049, 0.0572, 0.0578, 0.0578, 0.1183, 0.2223, 0.2476, 0.2716, 0.288, 0.2863, 0.2863, 0.2525, 0.1283, 0.0416, 0.2073, 0.1163, 0.1452, 0.1719, 0.2471, 0.2983, 0.3741, 0.4635, 0.5065, 0.591, 0.3926, 0.4286, 0.5899, 0.4569, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041131309880557963", "ticker_idx": 0, "ts": "2026-04-06T12:30:01+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a company with a $9.8M DOD contract signed March 30, a new CFO, 2026 guidance of $60–70M revenue, and positive EBITDA targeted H2 2026. They filed a shelf because they're scaling. Not because they're drowning.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish VELO: market misread shelf registration as dilution; company scaling with DOD contract, new CFO, $60–70M 2026 revenue guidance, and positive EBITDA targeted H2 2026.", "resolved_tickers": ["VELO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$VELO sold off on \"$500M dilution\" headlines.\nHere's what actually happened:\n\n📋 $VELO filed an S-3 shelf registration \n📋 A shelf is not a raise. It's authorisation to raise — if, when, and how management chooses \n📋 Equity, debt, warrants, units — any combination, any timeline\n\nThe market read \"dilution\" and sold.\n\nThis is a company with a $9.8M DOD contract signed March 30, a new CFO, 2026 guidance of $60–70M revenue, and positive EBITDA targeted H2 2026.\n\nThey filed a shelf because they're scaling.\n\nNot because they're drowning.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/zzH5hScNQ9", "parent_author": null, "ret_m1d": 0.17449336463283394, "ret_signed_m1d": 0.17449336463283394, "alpha_spy_m1d": 0.1791979717674923, "alpha_c_m1d": 0.18026897591881463, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.054374711139915655, "ret_signed_p1d": -0.054374711139915655, "alpha_spy_p1d": -0.054814711704542884, "alpha_c_p1d": -0.05912679354761663, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.13989125001202107, "ret_signed_p1w": 0.13989125001202107, "alpha_spy_p1w": 0.098657773714103, "alpha_c_p1w": 0.07533499177626579, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.3247651924611925, "ret_signed_p1m": 0.3247651924611925, "alpha_spy_p1m": 0.22636321730627285, "alpha_c_p1m": 0.11384251758842434, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.7776, 0.9951, 0.9871, 1.1839, 0.9857, 0.7845, 0.736, 1.1374, 1.1374, 0.8972, 0.7024, 0.7874, 0.4879, 0.2724, 0.3841, 0.6441, 0.3959, 0.302, 0.2457, 0.5146, 0.2229, 0.215, 0.4039, 0.3544, 0.3287, 0.2457, 0.1003, 0.1043, 0.1043, -0.0687, -0.1083, 0.0143, -0.1053, -0.0509, -0.043, -0.0351, 0.0707, 0.0064, 0.1715, 0.1725, 0.2121, 0.1864, 0.1972, 0.2071, 0.2249, 0.3821, 0.5344, 0.394, 0.4385, 0.5156, 0.387, 0.2477, 0.1582, 0.306, 0.3366, 0.0509, -0.0114, -0.1102, -0.1448, -0.0717, -0.0499, 0.1745, 0.1745, 0.0, -0.0544, 0.044, 0.0826, -0.0064, 0.1399, 0.0776, 0.1162, 0.1369, 0.1132, 0.1537, 0.5126, 0.479, 0.6579, 0.7163, 0.4167, 0.3465, 0.2743, 0.3846, 0.3356, 0.2724, 0.3248, 0.3426, 0.2091, 0.3307, 0.4305, 0.39, 1.0771, 0.9614, 0.8379, 0.8418, 0.6797, 0.83, 1.0099, 1.2798, 1.2798, 1.4795, 1.5507, 1.5418, 1.3737, 1.1265, 1.1878, 0.9387, 0.8616, 0.567, 0.6045, 0.9209, 1.2422, 2.0262, 1.521, 1.2827, 1.4755, 1.5269, 1.9521, 1.9521, 1.4034, 1.0425, 0.7845, 0.7182, 0.6451, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2024574715713700093", "ticker_idx": 0, "ts": "2026-02-19T20:00:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My price target: $100 by mid-2026", "tweet_type": "prediction", "timeline": "months", "summary": "Long RKLB with $100 PT by mid-2026, well above Wall Street's $80 consensus.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB earnings in 7 days.  \n\nMy price target: $100 by mid-2026.  \n\nWall Street consensus: $80.  \n\nOne of us is very wrong.  \n\nWhat's YOUR $RKLB price target post-earnings? \n\nDrop it below 👇 https://t.co/CMNJ3q4jVf", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028205845004739216, "ret_signed_m1d": -0.028205845004739216, "alpha_spy_m1d": -0.030850163306150535, "alpha_c_m1d": -0.020833771774092513, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": -0.007372073230646703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07469314552018658, "ret_signed_p1d": -0.07469314552018658, "alpha_spy_p1d": -0.08192499480928295, "alpha_c_p1d": -0.07974031342763788, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.0050471679074513, "ret_p1w": -0.05131888497268344, "ret_signed_p1w": -0.05131888497268344, "alpha_spy_p1w": -0.05836068901128855, "alpha_c_p1w": -0.0533604731769487, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.0020415882042652544, "ret_p1m": -0.1220945188111694, "ret_signed_p1m": -0.1220945188111694, "alpha_spy_p1m": -0.07221911498742306, "alpha_c_p1m": -0.038902974518012945, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.08319154429315645, "ret_p3m": 0.6624444308509674, "ret_signed_p3m": 0.6624444308509674, "alpha_spy_p3m": 0.5875644507017317, "alpha_c_p3m": 0.7028541333271086, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": -0.040409702476141174, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1220945188111694, "alpha_spy_stated": -0.07221911498742306, "alpha_c_stated": -0.038902974518012945, "price_path": [-0.4457, -0.4437, -0.4525, -0.4525, -0.4497, -0.4728, -0.4529, -0.416, -0.3553, -0.3594, -0.3267, -0.3023, -0.2489, -0.1704, -0.197, -0.2764, -0.2754, -0.2954, -0.2176, -0.0791, 0.0127, 0.0078, 0.0078, 0.0078, -0.0774, -0.0844, -0.08, -0.0891, -0.0891, -0.0077, 0.0204, 0.1234, 0.0979, 0.0849, 0.108, 0.1478, 0.1306, 0.1987, 0.1852, 0.2575, 0.2575, 0.1643, 0.1468, 0.1489, 0.1609, 0.0509, 0.1361, 0.1566, 0.1188, 0.0456, -0.0317, 0.0612, -0.0453, -0.134, -0.0556, -0.0097, -0.0594, -0.0909, -0.138, -0.1194, -0.1194, -0.0874, -0.0282, 0.0, -0.0747, -0.0832, -0.0863, -0.0833, -0.0513, -0.0977, -0.0733, -0.0842, -0.061, -0.0859, -0.0845, -0.0666, -0.0999, -0.0603, -0.1072, -0.1067, -0.0688, 0.0262, -0.0927, -0.0607, -0.1221, -0.112, -0.1372, -0.0483, -0.1389, -0.2044, -0.2507, -0.1614, -0.1444, -0.1156, -0.1156, -0.1163, -0.134, -0.0979, -0.1285, -0.1114, -0.0778, -0.0569, -0.0389, 0.0829, 0.1073, 0.1682, 0.1314, 0.1758, 0.1047, 0.0405, 0.0746, 0.0262, 0.0057, 0.0774, 0.0291, 0.0487, 0.0285, 0.1054, 0.0261, 0.3773, 0.5324, 0.5351, 0.6212, 0.7309, 0.6293, 0.7127, 0.6624, 0.7535, 0.6382, 0.7728, 0.7728, 0.8699, 0.9617, 0.933, 0.8736, 0.5982, 0.6103, 0.4978, 0.5663, 0.4375, 0.4841, 0.4133, 0.3718, 0.4988, 0.337, 0.4266, 0.3663, 0.41, 0.4004, 0.4004, 0.3096, 0.2421, 0.1153, 0.0537, 0.1039, null, null, null, null, null, null, null, null, null, null, null, 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:2010802971265974628", "ticker_idx": 0, "ts": "2026-01-12T19:56:01+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We're going so much higher.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought 180 shares of OSS at $9.90 avg; expects significantly more upside from here.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Missed out on the market open today as I was in an exam.\n\nI didn't get an entry into $OSS in time. Missed out on 25%.\n\nI still brought 180 shares at an avg. cost of $9.90. We're going so much higher.\n\nUp 5% already!\n\nHere is the company:\nhttps://t.co/9Hc4baXxOU https://t.co/E97HFBHNHU", "reply_text": null, "parent_text": null, "quoted_text": "$OSS isn’t “another micro‑cap defense contractor.”\n\nIt's not another $ONDS.\n\nIt’s a niche supplier of rugged AI compute that just happens to be winning defense programs first.​\n\nHere’s what the market is missing about its tech stack👇\n\nYou don't want to miss this.", "parent_author": null, "ret_m1d": -0.22775121128047982, "ret_signed_m1d": -0.22775121128047982, "alpha_spy_m1d": -0.22618324067260254, "alpha_c_m1d": -0.22339124779325925, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.004359963487220564, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08133975090756485, "ret_signed_p1d": 0.08133975090756485, "alpha_spy_p1d": 0.0833392576729467, "alpha_c_p1d": 0.08345163590064575, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0021118849930809036, "ret_p1w": 0.020095697797121836, "ret_signed_p1w": 0.020095697797121836, "alpha_spy_p1w": 0.02513052167935137, "alpha_c_p1w": 0.02806630000789556, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.007970602210773725, "ret_p1m": -0.08899515487808074, "ret_signed_p1m": -0.08899515487808074, "alpha_spy_p1m": -0.08462206684629336, "alpha_c_p1m": -0.060110461902205814, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.028884692975874926, "ret_p3m": -0.2507176969741328, "ret_signed_p3m": -0.2507176969741328, "alpha_spy_p3m": -0.23145135963660768, "alpha_c_p3m": -0.21976634316696697, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.03095135380716585, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08899515487808074, "alpha_spy_stated": -0.08462206684629336, "alpha_c_stated": -0.060110461902205814, "price_path": [-0.3971, -0.4632, -0.5043, -0.49, -0.4938, -0.5225, -0.5081, -0.5005, -0.4957, -0.5158, -0.511, -0.5254, -0.5215, -0.5091, -0.5483, -0.4488, -0.489, -0.5033, -0.4804, -0.4632, -0.4699, -0.5062, -0.511, -0.5474, -0.5445, -0.5675, -0.5847, -0.5732, -0.556, -0.5589, -0.4306, -0.4306, -0.4172, -0.4335, -0.4191, -0.4096, -0.3722, -0.3321, -0.2947, -0.2756, -0.2603, -0.2498, -0.2756, -0.3445, -0.3321, -0.3512, -0.3139, -0.2967, -0.3053, -0.2909, -0.3081, -0.3081, -0.312, -0.3187, -0.3158, -0.3129, -0.3129, -0.3493, -0.3397, -0.3837, -0.2469, -0.1589, -0.2278, 0.0, 0.0813, 0.1187, 0.0383, 0.0201, 0.0201, 0.0316, 0.1167, 0.0852, 0.0144, -0.0316, 0.0057, -0.0086, 0.0163, -0.0536, -0.0861, -0.0871, -0.1426, -0.2297, -0.1158, -0.0766, -0.089, -0.0957, -0.1818, -0.1675, -0.1675, -0.2077, -0.201, 0.0086, -0.0699, -0.1321, -0.1196, -0.134, -0.1263, -0.21, -0.1746, -0.2067, -0.1971, -0.1885, -0.1952, -0.1483, -0.0976, -0.0517, -0.0287, -0.0354, -0.023, 0.023, 0.0756, -0.0172, -0.156, -0.1187, -0.1349, -0.1311, -0.1828, -0.2665, -0.31, -0.2756, -0.3053, -0.2689, -0.2689, -0.2612, -0.2708, -0.2373, -0.2507, -0.2536, -0.1522, -0.1617, -0.0593, -0.066, -0.0507, -0.0316, -0.0498, -0.0048, -0.0641, -0.0708, -0.0478, -0.1129, -0.1589, -0.0919, -0.0402, -0.066, -0.0651, 0.467, 0.445, 0.5005, 0.5234, 0.488, 0.5177, 0.6498, 0.5761, 0.5301, 0.4746, 0.5014, 0.5799, 0.7062, 0.7062, 0.6689, 0.6804, 0.7139, 0.7397, 0.8144, 0.9091, 0.8201, 0.8086, 0.6163, 0.578, 0.5033, 0.5081, 0.6115, 0.5933, 0.6488, 0.7263, 0.7397, 0.7646, 0.7646, 0.7407, 0.6287, 0.5416, 0.5502, 0.5541, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066194570078044561", "ticker_idx": 0, "ts": "2026-06-14T16:22:28+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DRAM is a great entry personally", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long DRAM ETF as a great entry point into memory/DRAM stocks.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$DRAM is a great entry personally.", "reply_text": null, "parent_text": null, "quoted_text": "Right now, the cheapest value stocks are:\n\n> Samsung\n> SK Hynix\n> Kioxia\n> Micron\n> SanDisk\n\nRight now, the highest growth stocks are:\n\n> Samsung\n> SK Hynix\n> Kioxia\n> Micron\n> SanDisk\n\nDon’t overthink this. Be smart and do this:", "parent_author": null, "ret_m1d": -0.08526801160286313, "ret_signed_m1d": -0.08526801160286313, "alpha_spy_m1d": -0.0679396102174471, "alpha_c_m1d": -0.0679396102174471, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.017328401385416026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04150832926564685, "ret_signed_p1d": -0.04150832926564685, "alpha_spy_p1d": -0.035546766421412745, "alpha_c_p1d": -0.035546766421412745, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.005961562844234103, "ret_p1w": 0.13578164580436436, "ret_signed_p1w": 0.13578164580436436, "alpha_spy_p1w": 0.1470719563555961, "alpha_c_p1w": 0.1470719563555961, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.011290310551231753, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, -0.6094, -0.6094, -0.5897, -0.5858, -0.5431, -0.5444, -0.5437, -0.5279, -0.4995, -0.515, -0.507, -0.4992, -0.5065, -0.5085, -0.4752, -0.4884, -0.4766, -0.4573, -0.4747, -0.4621, -0.4466, -0.4314, -0.4024, -0.3487, -0.315, -0.345, -0.2571, -0.225, -0.2782, -0.2326, -0.2431, -0.281, -0.306, -0.2997, -0.2752, -0.2354, -0.2568, -0.2568, -0.1486, -0.1455, -0.1196, -0.1107, -0.0432, -0.0211, -0.0191, -0.0756, -0.215, -0.1484, -0.1577, -0.1928, -0.0837, -0.0853, 0.0, -0.0415, -0.0158, 0.0794, 0.0794, 0.1358, -0.026, -0.016, 0.0819, 0.0114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054177293572948066", "ticker_idx": 0, "ts": "2026-05-12T12:30:06+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $OUST goes higher over these next few weeks as part of the rotation to other AI/robotics names", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long OUST on AI/robotics rotation; long ASST conditionally if BTC clears $82k resistance.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Welcome mate!\n\nNFA definitely.\n\nI think $OUST goes higher over these next few weeks as part of the rotation to other AI/robotics names.\n\n$ASST can be explosive if bitcoin overcomes the key $82k resistance. That would be an amazing move.\n\nMacro issues ie Iran still not resolved so anything dramatic there could detriment.\n\nHope this gives a good outlook", "reply_text": null, "parent_text": "@CoffeeStocksGuy Bro, just subscribed\n\nWhat would be your pick between the following stocks: OUST/ SMCI/ ASST \n\nIdeally for swing trade. NFA ofc", "quoted_text": null, "parent_author": "salmanmiah111", "ret_m1d": -0.011070152774400377, "ret_signed_m1d": -0.011070152774400377, "alpha_spy_m1d": -0.012587403952626364, "alpha_c_m1d": -0.026366929531552064, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.015296776757151687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2608855235407992, "ret_signed_p1d": 0.2608855235407992, "alpha_spy_p1d": 0.25529068572618807, "alpha_c_p1d": 0.25146768210001236, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.009417841440786834, "ret_p1w": 0.096678926014933, "ret_signed_p1w": 0.096678926014933, "alpha_spy_p1w": 0.1027072286391898, "alpha_c_p1w": 0.10786617691923539, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.011187250904302393, "ret_p1m": 0.41660512358879953, "ret_signed_p1m": 0.41660512358879953, "alpha_spy_p1m": 0.433877316029601, "alpha_c_p1m": 0.40844301177959585, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.008162111809203676, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.41660512358879953, "alpha_spy_stated": 0.433877316029601, "alpha_c_stated": 0.40844301177959585, "price_path": [-0.3295, -0.3074, -0.3074, -0.3137, -0.314, -0.2959, -0.3129, -0.3336, -0.3118, -0.2694, -0.2756, -0.3007, -0.2528, -0.1985, -0.1742, -0.2185, -0.252, -0.2417, -0.1745, -0.0867, -0.1675, -0.2077, -0.214, -0.2107, -0.2347, -0.2229, -0.2601, -0.2185, -0.241, -0.2539, -0.2875, -0.3483, -0.3863, -0.3221, -0.3129, -0.2808, -0.2808, -0.2875, -0.2867, -0.2524, -0.2609, -0.2365, -0.1926, -0.1358, -0.0982, -0.1081, -0.1048, 0.0015, 0.0188, 0.0244, -0.0255, 0.0413, -0.0066, -0.0358, -0.0576, -0.0052, -0.024, 0.0387, 0.0554, 0.0847, -0.0956, -0.0701, -0.0111, 0.0, 0.2609, 0.2863, 0.2863, 0.1343, 0.0967, 0.1391, 0.2948, 0.3664, 0.3664, 0.5756, 0.6321, 0.562, 0.6993, 0.6579, 0.6985, 0.6221, 0.7376, 0.4642, 0.5085, 0.4214, 0.4166, 0.4616, 0.4686, 0.6672, 0.5768, 0.5026, 0.7185, 0.7185, 0.7594, 0.6664, 0.5022, 0.5432, 0.5506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054177293572948066", "ticker_idx": 1, "ts": "2026-05-12T12:30:06+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASST can be explosive if bitcoin overcomes the key $82k resistance", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long OUST on AI/robotics rotation; long ASST conditionally if BTC clears $82k resistance.", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Welcome mate!\n\nNFA definitely.\n\nI think $OUST goes higher over these next few weeks as part of the rotation to other AI/robotics names.\n\n$ASST can be explosive if bitcoin overcomes the key $82k resistance. That would be an amazing move.\n\nMacro issues ie Iran still not resolved so anything dramatic there could detriment.\n\nHope this gives a good outlook", "reply_text": null, "parent_text": "@CoffeeStocksGuy Bro, just subscribed\n\nWhat would be your pick between the following stocks: OUST/ SMCI/ ASST \n\nIdeally for swing trade. NFA ofc", "quoted_text": null, "parent_author": "salmanmiah111", "ret_m1d": 0.05155249466009426, "ret_signed_m1d": 0.05155249466009426, "alpha_spy_m1d": 0.050035243481868275, "alpha_c_m1d": 0.05930747032170747, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": -0.007754975661613206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019332157563313523, "ret_signed_p1d": -0.019332157563313523, "alpha_spy_p1d": -0.024926995377924643, "alpha_c_p1d": -0.007893620413616631, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": -0.011438537149696892, "ret_p1w": -0.05330989242419437, "ret_signed_p1w": -0.05330989242419437, "alpha_spy_p1w": -0.04728158979993757, "alpha_c_p1w": -0.04400395131664858, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.00930594110754579, "ret_p1m": -0.15465726050650774, "ret_signed_p1m": -0.15465726050650774, "alpha_spy_p1m": -0.13738506806570627, "alpha_c_p1m": -0.16725898463266664, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.012601724126158897, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15465726050650774, "alpha_spy_stated": -0.13738506806570627, "alpha_c_stated": -0.16725898463266664, "price_path": [-0.5489, -0.512, -0.512, -0.5208, -0.5284, -0.5243, -0.5226, -0.5688, -0.5803, -0.4997, -0.5202, -0.5349, -0.4886, -0.512, -0.4364, -0.4581, -0.4903, -0.5015, -0.4739, -0.4593, -0.4827, -0.4417, -0.3638, -0.3497, -0.4121, -0.3989, -0.413, -0.3884, -0.4183, -0.3644, -0.3902, -0.4227, -0.4511, -0.413, -0.4048, -0.4288, -0.4288, -0.4071, -0.4572, -0.3995, -0.4353, -0.3773, -0.3216, -0.2718, -0.2074, -0.181, -0.0855, -0.0849, -0.1031, -0.024, -0.051, -0.0744, -0.0808, -0.1049, -0.1558, -0.1002, -0.0445, -0.0419, -0.0328, -0.0463, -0.0943, -0.0674, 0.0516, 0.0, -0.0193, 0.0375, -0.0164, -0.075, -0.0533, -0.0053, 0.0855, 0.0668, 0.0668, 0.0603, 0.0439, 0.0428, 0.0351, 0.0076, -0.0557, -0.1365, -0.1201, -0.1845, -0.109, -0.1675, -0.1547, -0.1459, -0.1125, -0.0234, -0.075, -0.0955, -0.1301, -0.1301, -0.1324, -0.1828, -0.2648, -0.3322, -0.3357, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019001806462779622", "ticker_idx": 0, "ts": "2026-02-04T10:55:16+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we should expect to reach the upper rail (target ~$10.50) by late February... The chart is pricing in a run-up into earnings... It's still cheap", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long TE to ~$10.50 by late Feb on ascending channel harmonic aligning with Q4 earnings catalyst; called cheap with institutional accumulation signal.", "resolved_tickers": ["TE"], "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": "Some graphs are just too good to ignore.\n\nHere's a Gemini-led analysis of the current $TE Daily Chart:\n\nIn summary, the chart looks like it will overlap perfectly with the $TE earnings call 👀.\n\n1. The Slope Analysis (Velocity of Trend)\nAngle of Ascent: Your bottom trendline has a slope of roughly 45 degrees.\n\nWhy it matters:\n<30 degrees: Weak trend, prone to stagnation.\n\n>60 degrees: Unsustainable \"parabolic\" move, prone to crashing.\n\n~45 degrees: The \"Goldilocks\" zone. \n\nThis indicates sustainable institutional accumulation. It means new buyers are entering at a steady, predictable pace, absorbing supply without overheating the RSI. \n\nThis is the hallmark of a stock being quietly accumulated by mutual funds/ETFs over months.\n\n2. The Volume Confirmation (Price-Volume Action)\n\nThe \"Power\" Moves: Look at the green candles that launch off your bottom support line (e.g., late Nov, early Jan). They are almost always accompanied by volume spikes.\n\nThe \"Drift\" Moves: The pullbacks to the support line (red candles) usually happen on declining volume.\n\nAnalytical Takeaway: This confirms the trend is valid. \"Volume confirms price.\" Sellers are exhausted, and buyers are aggressive. If we saw high volume on the pullbacks, the channel would be weak. We don't.\n\n3. The \"Channel Harmonic\" (Oscillation Cycle)\n\nCycle Time: Look at the time it takes to go from the bottom rail to the top rail.\nNov -> Dec: ~3 weeks.\nJan -> Feb: ~3 weeks?\n\nPredictive Value: We just touched the bottom rail this week. If the harmonic holds, we should expect to reach the upper rail (target ~$10.50) by late February.\n\nTiming alignment: This aligns perfectly with the upcoming Q4 Earnings (late Feb/early March). The chart is pricing in a run-up into earnings.\n\n4. The Breakout Physics (Energy Storage)\n\nCompression: Notice how the price action is getting tighter? The candles are overlapping more.\n\nThe Spring: An ascending channel acts like a coiled spring. As price climbs, it builds potential energy.\n\nThe Breakout Point: If we break the Upper Trendline on high volume, it signals a \"change of character\" from steady growth to Explosive Momentum (Short Squeeze territory). This usually happens on a news catalyst (like the earnings beat we are anticipating).\n\n🏛️ INSTITUTIONAL VIEW\n\nHedge funds use algorithms that trade these channels automatically.\n\nAlgo Rule 1: \"Buy at Trendline Support - 1 ATR (Average True Range).\" This explains why the dip to $8.70 yesterday was bought instantly.\n\nAlgo Rule 2: \"Sell at Trendline Resistance.\" This explains why we might struggle at $10.50 initially.\n\nSummary: Your chart proves you are aligned with the Algos. You are swimming with the current, not against it. 🌊\n\nIt's still cheap 👀\n\n---\n\n@DeNebulord is the best for $TE graphical analysis, shoutout", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17593792110719986, "ret_signed_m1d": 0.17593792110719986, "alpha_spy_m1d": 0.17107049025815235, "alpha_c_m1d": 0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": -0.05950841358498571, "alpha_spy_p1d": -0.047019129524661474, "alpha_c_p1d": -0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": -0.11384218787445677, "alpha_spy_p1w": -0.12225094225729516, "alpha_c_p1w": -0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": -0.11901682716997153, "alpha_spy_p1m": -0.11190502899080723, "alpha_c_p1m": -0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": -0.3402328729562084, "alpha_spy_p3m": -0.3894624832961614, "alpha_c_p3m": -0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11901682716997153, "alpha_spy_stated": -0.11190502899080723, "alpha_c_stated": -0.13477930843842467, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2056836817173856713", "ticker_idx": 0, "ts": "2026-05-19T20:38:06+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every one of those tokens needs memory bandwidth to process. This is why Seagate's CEO told JPMorgan demand is \"significantly higher\" than their entire visibility window. The AI token explosion is a memory demand explosion. $MU", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI token explosion drives memory demand explosion; bullish on MU and SK Hynix as beneficiaries.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay 330x token growth in two years. Every one of those tokens needs memory bandwidth to process. \n\nThis is why Seagate’s CEO told JPMorgan demand is “significantly higher” than their entire visibility window. \n\nThe AI token explosion is a memory demand explosion. $MU $DRAM $000660", "reply_text": null, "parent_text": "Absolutely wild that the number of tokens $GOOGL processes has grown 330x in two years  🤯 https://t.co/e9Kr0qVGfJ", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.04542411842182936, "ret_signed_m1d": -0.04542411842182936, "alpha_spy_m1d": -0.035279100077318715, "alpha_c_m1d": -0.008764974589481556, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.03665914383234781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04113442226432862, "ret_signed_p1d": 0.04113442226432862, "alpha_spy_p1d": 0.039151334563261475, "alpha_c_p1d": 0.035431819120087304, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.005702603144241314, "ret_p1w": 0.2683369793721697, "ret_signed_p1w": 0.2683369793721697, "alpha_spy_p1w": 0.25591201280819065, "alpha_c_p1w": 0.21371999158795707, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.054616987784212645, "ret_p1m": 0.5491878377616668, "ret_signed_p1m": 0.5491878377616668, "alpha_spy_p1m": 0.5391861313915569, "alpha_c_p1m": 0.3805553221469844, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.1686325156146824, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5491878377616668, "alpha_spy_stated": 0.5391861313915569, "alpha_c_stated": 0.3805553221469844, "price_path": [-0.4153, -0.4251, -0.4292, -0.4142, -0.4325, -0.4369, -0.4365, -0.4815, -0.4527, -0.4578, -0.4943, -0.4684, -0.4495, -0.4283, -0.4465, -0.4181, -0.3967, -0.3695, -0.3695, -0.3933, -0.4225, -0.4478, -0.4599, -0.4782, -0.5146, -0.5122, -0.5604, -0.5385, -0.4975, -0.4997, -0.4997, -0.4839, -0.4842, -0.4444, -0.4242, -0.4254, -0.4173, -0.3638, -0.3767, -0.3754, -0.3783, -0.3874, -0.3861, -0.334, -0.3419, -0.3214, -0.2834, -0.3111, -0.2917, -0.2935, -0.2593, -0.2125, -0.1254, -0.0893, -0.1166, 0.0202, 0.0865, 0.0473, 0.0979, 0.0601, -0.01, -0.0689, -0.0454, 0.0, 0.0411, 0.026, 0.026, 0.2239, 0.2683, 0.2617, 0.3265, 0.4146, 0.4537, 0.4748, 0.3607, 0.1804, 0.2968, 0.2786, 0.2184, 0.3605, 0.341, 0.4863, 0.3945, 0.4251, 0.5492, 0.5492, 0.6549, 0.4369, 0.4324, 0.6579, 0.5469, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056836817173856713", "ticker_idx": 1, "ts": "2026-05-19T20:38:06+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The AI token explosion is a memory demand explosion. $MU $DRAM $000660", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI token explosion drives memory demand explosion; bullish on MU and SK Hynix as beneficiaries.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay 330x token growth in two years. Every one of those tokens needs memory bandwidth to process. \n\nThis is why Seagate’s CEO told JPMorgan demand is “significantly higher” than their entire visibility window. \n\nThe AI token explosion is a memory demand explosion. $MU $DRAM $000660", "reply_text": null, "parent_text": "Absolutely wild that the number of tokens $GOOGL processes has grown 330x in two years  🤯 https://t.co/e9Kr0qVGfJ", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.010145018344510648, "alpha_c_m1d": 0.03665914383234781, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.03665914383234781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11174783806977473, "ret_signed_p1d": 0.11174783806977473, "alpha_spy_p1d": 0.10976475036870759, "alpha_c_p1d": 0.10604523492553342, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.005702603144241314, "ret_p1w": 0.28538682613554434, "ret_signed_p1w": 0.28538682613554434, "alpha_spy_p1w": 0.27296185957156527, "alpha_c_p1w": 0.2307698383513317, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.054616987784212645, "ret_p1m": 0.5389392467193297, "ret_signed_p1m": 0.5389392467193297, "alpha_spy_p1m": 0.5289375403492198, "alpha_c_p1m": 0.3703067311046473, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.1686325156146824, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5389392467193297, "alpha_spy_stated": 0.5289375403492198, "alpha_c_stated": 0.3703067311046473, "price_path": [-0.4572, -0.456, -0.4251, -0.4177, -0.3702, -0.392, -0.392, -0.4619, -0.5135, -0.4607, -0.4705, -0.5209, -0.4625, -0.4527, -0.467, -0.4785, -0.4418, -0.4441, -0.3948, -0.4195, -0.4229, -0.4653, -0.435, -0.4298, -0.4653, -0.4653, -0.4997, -0.5375, -0.486, -0.5244, -0.498, -0.4923, -0.4751, -0.408, -0.4281, -0.4115, -0.404, -0.3679, -0.349, -0.3381, -0.3536, -0.3318, -0.2986, -0.2991, -0.298, -0.2997, -0.2596, -0.255, -0.259, -0.263, -0.263, -0.1708, -0.1708, -0.0825, -0.0521, -0.0338, 0.0774, 0.0516, 0.1324, 0.1289, 0.0424, 0.0544, 0.0, 0.0, 0.1117, 0.1123, 0.1123, 0.1759, 0.2854, 0.312, 0.3372, 0.3544, 0.3527, 0.3527, 0.3171, 0.1864, 0.0953, 0.2696, 0.1738, 0.2042, 0.2323, 0.3114, 0.3653, 0.4449, 0.5389, 0.5842, 0.6731, 0.4644, 0.5023, 0.6719, 0.5321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058601750114734407", "ticker_idx": 0, "ts": "2026-05-24T17:31:18+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Let's win big with $OUST", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Endorses long OUST position alongside parent, expecting big gains.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@usppdd You’re one of the best accounts on here my friend. Let’s win big with $OUST🫡🧡", "reply_text": null, "parent_text": "Glad to see another guy all-in on $OUST like me.  I might be narrow-minded, but I truly believe there’s no better bet than $OUST in the market, lol.\n\nConviction and patience will pay off big.", "quoted_text": null, "parent_author": "usppdd", "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032139564328816895", "ticker_idx": 0, "ts": "2026-03-12T17:00:02+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The ones moving fastest are winning the DOD contract race", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long fast-moving small-cap defense names ONDS, RKLB, AVAV as acquisition/build speed wins DOD contracts; laggards lose.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Hot take: the biggest risk to small-cap defense stocks isn't competition.\n\nIt's acquisition speed.\n\n$ONDS has acquired 7 companies in 2 years.\n$RKLB built Neutron and a satellite constellation.\n$AVAV went from hobby drones to lethal autonomous systems.\n\nThe ones moving fastest are winning the DOD contract race.\n\nThe ones \"waiting for the right price\" are getting left behind.\n\nPosition accordingly!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04840271090927728, "ret_signed_m1d": -0.04840271090927728, "alpha_spy_m1d": -0.06382181576748147, "alpha_c_m1d": -0.06382181576748147, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.015419104858204191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01645692909482177, "ret_signed_p1d": -0.01645692909482177, "alpha_spy_p1d": -0.01079679334221284, "alpha_c_p1d": -0.01079679334221284, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.00566013575260893, "ret_p1w": 0.04065828454946052, "ret_signed_p1w": 0.04065828454946052, "alpha_spy_p1w": 0.050056868064583426, "alpha_c_p1w": 0.050056868064583426, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": -0.009398583515122905, "ret_p1m": -0.11616648771809646, "ret_signed_p1m": -0.11616648771809646, "alpha_spy_p1m": -0.13907077918086397, "alpha_c_p1m": -0.13907077918086397, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.022904291462767512, "ret_p3m": -0.0658277163792873, "ret_signed_p3m": -0.0658277163792873, "alpha_spy_p3m": -0.17543182654378242, "alpha_c_p3m": -0.17543182654378242, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.10960411016449512, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11616648771809646, "alpha_spy_stated": -0.13907077918086397, "alpha_c_stated": -0.13907077918086397, "price_path": [-0.2556, -0.2168, -0.2865, -0.2449, -0.1075, -0.1026, -0.1326, -0.1162, -0.1162, -0.1791, -0.181, -0.1297, -0.0552, -0.0552, 0.0668, 0.213, 0.243, 0.1791, 0.3562, 0.3253, 0.2769, 0.3446, 0.3127, 0.241, 0.1772, 0.1772, 0.2711, 0.2149, 0.2217, 0.1781, 0.0803, 0.1868, 0.1878, 0.091, 0.0029, 0.03, 0.1016, -0.0629, -0.1791, -0.062, 0.001, -0.0629, -0.1065, -0.1317, -0.0987, -0.0987, -0.0271, 0.0716, 0.1026, -0.029, -0.0136, 0.0068, -0.0029, 0.0116, -0.0242, 0.0329, -0.03, 0.0174, 0.0155, -0.0484, -0.0591, -0.031, -0.0484, 0.0, -0.0165, 0.0194, 0.092, 0.0484, 0.0407, -0.0261, 0.0552, 0.0339, -0.0019, -0.0862, -0.1481, -0.211, -0.1249, -0.1471, -0.0707, -0.0707, -0.0784, -0.0774, -0.0852, -0.1152, -0.1162, -0.0833, -0.09, -0.029, -0.0126, -0.0319, 0.0387, 0.0523, 0.0707, 0.0203, 0.0213, 0.06, 0.0145, -0.0813, -0.0281, -0.001, -0.0581, -0.0968, -0.0958, -0.1394, -0.1229, -0.0881, -0.1249, -0.1423, 0.0852, 0.0281, -0.061, -0.1167, -0.0939, -0.1113, -0.1229, -0.1229, -0.0542, 0.0455, 0.2827, 0.2798, 0.303, 0.3146, 0.1239, 0.1588, 0.0097, -0.0029, -0.0658, -0.0987, -0.0484, -0.0968, -0.0794, -0.1084, -0.1171, -0.1026, -0.1026, -0.1394, -0.1742, -0.2565, -0.257, -0.242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032139564328816895", "ticker_idx": 1, "ts": "2026-03-12T17:00:02+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The ones moving fastest are winning the DOD contract race", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long fast-moving small-cap defense names ONDS, RKLB, AVAV as acquisition/build speed wins DOD contracts; laggards lose.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Hot take: the biggest risk to small-cap defense stocks isn't competition.\n\nIt's acquisition speed.\n\n$ONDS has acquired 7 companies in 2 years.\n$RKLB built Neutron and a satellite constellation.\n$AVAV went from hobby drones to lethal autonomous systems.\n\nThe ones moving fastest are winning the DOD contract race.\n\nThe ones \"waiting for the right price\" are getting left behind.\n\nPosition accordingly!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05250835444891222, "ret_signed_m1d": 0.05250835444891222, "alpha_spy_m1d": 0.03708924959070803, "alpha_c_m1d": 0.026788275316491195, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.025720079132421025, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0005850652906305154, "ret_signed_p1d": 0.0005850652906305154, "alpha_spy_p1d": 0.006245201043239446, "alpha_c_p1d": 0.004155790008038229, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.003570724717407714, "ret_p1w": 0.05206958337838774, "ret_signed_p1w": 0.05206958337838774, "alpha_spy_p1w": 0.061468166893510645, "alpha_c_p1w": 0.059210847152227464, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": -0.007141263773839723, "ret_p1m": -0.004680410735250606, "ret_signed_p1m": -0.004680410735250606, "alpha_spy_p1m": -0.02758470219801812, "alpha_c_p1m": -0.045602317737110876, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.04092190700186027, "ret_p3m": 0.5830042271329914, "ret_signed_p3m": 0.5830042271329914, "alpha_spy_p3m": 0.47340011696849627, "alpha_c_p3m": 0.5173215512607585, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.06568267587223287, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004680410735250606, "alpha_spy_stated": -0.02758470219801812, "alpha_c_stated": -0.045602317737110876, "price_path": [-0.1896, -0.1884, -0.2108, -0.1236, 0.0314, 0.1343, 0.1289, 0.1289, 0.1289, 0.0333, 0.0256, 0.0304, 0.0203, 0.0203, 0.1115, 0.1429, 0.2583, 0.2298, 0.2152, 0.241, 0.2857, 0.2663, 0.3427, 0.3275, 0.4085, 0.4085, 0.3041, 0.2845, 0.2868, 0.3003, 0.1771, 0.2725, 0.2955, 0.2532, 0.1711, 0.0845, 0.1887, 0.0693, -0.03, 0.0578, 0.1093, 0.0535, 0.0183, -0.0345, -0.0136, -0.0136, 0.0222, 0.0885, 0.1201, 0.0364, 0.0269, 0.0234, 0.0268, 0.0626, 0.0107, 0.038, 0.0257, 0.0518, 0.0238, 0.0254, 0.0455, 0.0082, 0.0525, 0.0, 0.0006, 0.043, 0.1495, 0.0162, 0.0521, -0.0167, -0.0054, -0.0336, 0.066, -0.0355, -0.1088, -0.1607, -0.0607, -0.0417, -0.0094, -0.0094, -0.0102, -0.03, 0.0104, -0.0238, -0.0047, 0.0329, 0.0563, 0.0765, 0.213, 0.2403, 0.3085, 0.2672, 0.317, 0.2374, 0.1654, 0.2036, 0.1495, 0.1265, 0.2068, 0.1527, 0.1746, 0.152, 0.2381, 0.1493, 0.5426, 0.7164, 0.7195, 0.8159, 0.9387, 0.8249, 0.9184, 0.8621, 0.964, 0.8349, 0.9857, 0.9857, 1.0945, 1.1973, 1.1651, 1.0986, 0.7901, 0.8037, 0.6776, 0.7544, 0.6101, 0.6623, 0.583, 0.5365, 0.6788, 0.4976, 0.5979, 0.5303, 0.5793, 0.5685, 0.5685, 0.4669, 0.3913, 0.2492, 0.1802, 0.2365, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032139564328816895", "ticker_idx": 2, "ts": "2026-03-12T17:00:02+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The ones moving fastest are winning the DOD contract race", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long fast-moving small-cap defense names ONDS, RKLB, AVAV as acquisition/build speed wins DOD contracts; laggards lose.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Hot take: the biggest risk to small-cap defense stocks isn't competition.\n\nIt's acquisition speed.\n\n$ONDS has acquired 7 companies in 2 years.\n$RKLB built Neutron and a satellite constellation.\n$AVAV went from hobby drones to lethal autonomous systems.\n\nThe ones moving fastest are winning the DOD contract race.\n\nThe ones \"waiting for the right price\" are getting left behind.\n\nPosition accordingly!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019586601187633224, "ret_signed_m1d": -0.019586601187633224, "alpha_spy_m1d": -0.035005706045837415, "alpha_c_m1d": -0.04530668032005425, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.025720079132421025, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02270151712170332, "ret_signed_p1d": -0.02270151712170332, "alpha_spy_p1d": -0.01704138136909439, "alpha_c_p1d": -0.019130792404295605, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.003570724717407714, "ret_p1w": -0.002501410076849897, "ret_signed_p1w": -0.002501410076849897, "alpha_spy_p1w": 0.006897173438273008, "alpha_c_p1w": 0.004639853696989826, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": -0.007141263773839723, "ret_p1m": -0.1517840424814818, "ret_signed_p1m": -0.1517840424814818, "alpha_spy_p1m": -0.17468833394424932, "alpha_c_p1m": -0.19270594948334208, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.04092190700186027, "ret_p3m": -0.16693415877321294, "ret_signed_p3m": -0.16693415877321294, "alpha_spy_p3m": -0.27653826893770805, "alpha_c_p3m": -0.2326168346454458, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.06568267587223287, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1517840424814818, "alpha_spy_stated": -0.17468833394424932, "alpha_c_stated": -0.19270594948334208, "price_path": [0.1106, 0.1075, 0.0813, 0.0888, 0.1469, 0.2054, 0.2325, 0.2304, 0.2304, 0.2035, 0.1759, 0.1516, 0.1416, 0.1416, 0.2091, 0.4037, 0.4963, 0.5031, 0.6281, 0.7226, 0.7495, 0.7173, 0.802, 0.7867, 0.8542, 0.8542, 0.5617, 0.5085, 0.4731, 0.4525, 0.4285, 0.4611, 0.4487, 0.3839, 0.3139, 0.2743, 0.347, 0.2144, 0.118, 0.2139, 0.2948, 0.2425, 0.1489, 0.1097, 0.151, 0.151, 0.2412, 0.2529, 0.3294, 0.249, 0.2334, 0.2377, 0.2045, 0.2253, 0.1905, -0.0168, 0.0775, 0.0689, 0.041, 0.0846, 0.0727, 0.0457, -0.0196, 0.0, -0.0227, 0.0, 0.0502, 0.0187, -0.0025, -0.0668, -0.0265, -0.0741, -0.0607, -0.0754, -0.1296, -0.1648, -0.1361, -0.1339, -0.1299, -0.1299, -0.1068, -0.1181, -0.1177, -0.1613, -0.1518, -0.0825, -0.0819, -0.0635, -0.0467, -0.0966, -0.0691, -0.0085, -0.0084, -0.0471, -0.0736, -0.0762, -0.0922, -0.1339, -0.0796, -0.127, -0.1492, -0.2133, -0.177, -0.2062, -0.2057, -0.2144, -0.203, -0.2402, -0.22, -0.2543, -0.2377, -0.2438, -0.2266, -0.2303, -0.1777, -0.1777, -0.1398, -0.1444, 0.0118, -0.0219, -0.0368, -0.0355, -0.0963, -0.0353, -0.1225, -0.1284, -0.1669, -0.1838, -0.133, -0.1949, -0.1885, -0.2132, -0.2113, -0.1995, -0.1995, -0.2858, -0.2964, -0.329, -0.3549, -0.3489, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052732974219534374", "ticker_idx": 0, "ts": "2026-05-08T12:50:53+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "best-in-class energy density, NDAA compliant, and the domestic drone market is surging", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Broadly bullish on AMPX: underlying margins better than reported due to SiMaxx noise, best-in-class product in a surging domestic drone market, though flagging lack of new US customer logos as key concern.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "good write-up. broadly agree with this read.\n\none thing worth adding on the margin - the 20% GAAP figure is worse than it looks on the surface but also better than it looks on the surface. over $3M in legacy SiMaxx overhead was absorbed against just $618K of remaining SiMaxx revenue. strip that transition noise out and underlying margin was closer to 22%. still not great, but the compression was exaggerated by an accounting artefact of the platform switch, not a structural deterioration.\n\nThe point on US drone customer concentration is the one I keep coming back to. best-in-class energy density, NDAA compliant, and the domestic drone market is surging - yet new US customer logos are nowhere to be seen.", "reply_text": null, "parent_text": null, "quoted_text": "Listened to the $AMPX earnings yesterday. Needed to sleep about it. Got mixed feelings to be honest. \n\nThe Good\n\n- Revenues keep growing with more than 150% YoY. It looks to slow down a bit QoQ but we saw the same in Q1 last year. Nothing to be worried about here. \n\n- They https://t.co/QoEdSN6pub", "parent_author": null, "ret_m1d": -0.035329348840343555, "ret_signed_m1d": -0.035329348840343555, "alpha_spy_m1d": -0.027140856813722247, "alpha_c_m1d": -0.03994827547068114, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": 0.004618926630337583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05868260463862596, "ret_signed_p1d": 0.05868260463862596, "alpha_spy_p1d": 0.05640504159623849, "alpha_c_p1d": 0.048059073388849516, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.010623531249776441, "ret_p1w": 0.008982012675301965, "ret_signed_p1w": 0.008982012675301965, "alpha_spy_p1w": 0.006880655063891128, "alpha_c_p1w": 0.019374685909558265, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.0103926732342563, "ret_p1m": 0.12754485409925742, "ret_signed_p1m": 0.12754485409925742, "alpha_spy_p1m": 0.12537580174600227, "alpha_c_p1m": 0.12506211479845342, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.0024827393008040044, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12754485409925742, "alpha_spy_stated": 0.12537580174600227, "alpha_c_stated": 0.12506211479845342, "price_path": [-0.3084, -0.3347, -0.3898, -0.403, -0.403, -0.415, -0.4066, -0.3802, -0.4299, -0.3892, -0.3533, -0.3377, -0.3102, -0.3575, -0.306, -0.3036, -0.2485, -0.1084, -0.0222, 0.0611, 0.0778, 0.1132, 0.0952, 0.0749, 0.1192, 0.1605, 0.1317, 0.1443, 0.0898, 0.1186, 0.0635, 0.0737, 0.0275, -0.0347, -0.1186, 0.0096, -0.0707, -0.0419, -0.0419, 0.0515, 0.0, 0.0132, -0.0329, 0.0311, 0.1012, 0.0713, 0.0958, 0.1455, 0.118, 0.1743, 0.2832, 0.3587, 0.3012, 0.2371, 0.2826, 0.179, 0.218, 0.2611, 0.2497, 0.2204, 0.2814, 0.3287, -0.0353, 0.0, 0.0587, 0.1275, 0.0491, 0.0701, 0.009, -0.0497, -0.0731, -0.0976, -0.0838, -0.0401, -0.0401, 0.0677, 0.0275, 0.2485, 0.2144, 0.3024, 0.3719, 0.3018, 0.3497, 0.179, 0.1275, 0.0431, -0.0162, 0.024, -0.0234, 0.0072, -0.0725, -0.1018, -0.0317, -0.0317, -0.0629, -0.1545, -0.2503, -0.2479, -0.2269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2020925902071398760", "ticker_idx": 0, "ts": "2026-02-09T18:20:56+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN BULLISH", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN on Anthropic's reported 10GW capacity buildout demand.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FirstSquawk $IREN BULLISH", "reply_text": null, "parent_text": "ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY - INFORMATION", "quoted_text": null, "parent_author": "FirstSquawk", "ret_m1d": -0.09360779094236327, "ret_signed_m1d": -0.09360779094236327, "alpha_spy_m1d": -0.08880920171168138, "alpha_c_m1d": -0.09954032627553111, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": 0.005932535333167843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06977250518393785, "ret_signed_p1d": -0.06977250518393785, "alpha_spy_p1d": -0.0671354474132384, "alpha_c_p1d": -0.06254226787182449, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.007230237312113363, "ret_p1w": -0.08515710022180623, "ret_signed_p1w": -0.08515710022180623, "alpha_spy_p1w": -0.06757659718959652, "alpha_c_p1w": -0.04270258595304077, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.04245451426876545, "ret_p1m": -0.1739978836076802, "ret_signed_p1m": -0.1739978836076802, "alpha_spy_p1m": -0.14983189822220055, "alpha_c_p1m": -0.10206608886059121, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.071931794747089, "ret_p3m": 0.23185258059508618, "ret_signed_p3m": 0.23185258059508618, "alpha_spy_p3m": 0.17474760033676695, "alpha_c_p3m": 0.271248450104989, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": -0.039395869509902814, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1739978836076802, "alpha_spy_stated": -0.14983189822220055, "alpha_c_stated": -0.10206608886059121, "price_path": [0.2069, 0.0542, 0.0048, 0.0273, 0.0585, -0.0069, -0.0581, -0.0843, 0.0507, 0.0286, 0.0498, 0.0498, 0.036, 0.0507, -0.109, -0.0475, 0.0065, -0.0312, 0.0041, 0.015, -0.0483, -0.0479, -0.1304, -0.2312, -0.2072, -0.268, -0.2243, -0.135, -0.0891, -0.0884, -0.0904, -0.0904, -0.1268, -0.146, -0.1701, -0.1816, -0.1816, -0.0748, 0.0453, -0.0052, -0.0547, -0.0102, -0.0026, 0.0906, 0.1482, 0.1458, 0.1244, 0.2529, 0.2529, 0.1757, 0.1588, 0.1324, 0.2282, 0.1346, 0.2999, 0.3638, 0.2966, 0.1645, 0.1502, 0.1785, -0.0262, -0.1378, -0.0936, 0.0, -0.0698, -0.0754, -0.1326, -0.0852, -0.0852, -0.1122, -0.0882, -0.062, -0.1337, -0.0821, -0.0152, -0.0459, -0.0414, -0.1127, -0.1031, -0.1582, -0.0501, -0.1306, -0.2048, -0.1584, -0.174, -0.0904, -0.1036, -0.099, -0.0262, -0.0691, -0.0854, -0.0973, -0.1053, -0.0865, -0.109, -0.1023, -0.1885, -0.2397, -0.3148, -0.2572, -0.2613, -0.2466, -0.2466, -0.2388, -0.2256, -0.202, -0.197, -0.148, -0.0667, 0.0264, 0.0579, 0.0336, 0.0427, 0.0557, -0.0212, 0.0485, 0.1272, 0.0973, 0.0479, -0.0371, -0.0713, -0.0139, -0.0106, 0.0722, 0.1861, 0.3213, 0.2319, 0.3261, 0.195, 0.2256, 0.1954, 0.2654, 0.1471, 0.0934, 0.0345, 0.1421, 0.2581, 0.2314, 0.2314, 0.2953, 0.47, 0.3879, 0.3768, 0.4156, 0.4431, 0.4189, 0.3404, 0.1777, 0.2826, 0.1705, 0.1164, 0.2288, 0.2951, 0.3185, 0.2823, 0.2592, 0.2992, 0.2992, 0.2323, 0.1857, 0.0899, 0.0345, 0.023, null, null, null, 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:2027000499984285949", "ticker_idx": 0, "ts": "2026-02-26T12:39:13+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dodgy company. Wouldn't recommend to my followers.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid EOSE; author calls it a dodgy company and won't recommend it.", "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": "reply_other", "lang": "en", "tweet_text": "@earnings_guy Dodgy company. Wouldn’t recommend to my followers. https://t.co/2KLUs9MDdV", "reply_text": null, "parent_text": "$EOSE (Eos Energy) #earnings are out: https://t.co/lPyXKX49wf", "quoted_text": null, "parent_author": "earnings_guy", "ret_m1d": 0.6513353846293164, "ret_signed_m1d": -0.6513353846293164, "alpha_spy_m1d": -0.6457499148622539, "alpha_c_m1d": -0.657560610165806, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": -0.006225225536489631, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15504445622309304, "ret_signed_p1d": 0.15504445622309304, "alpha_spy_p1d": 0.15024251536448174, "alpha_c_p1d": 0.15753451171372435, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": 0.0024900554906313044, "ret_p1w": -0.002967356321318615, "ret_signed_p1w": 0.002967356321318615, "alpha_spy_p1w": -0.008624100204799756, "alpha_c_p1w": -0.02329186050397003, "bench_spy_p1w": -0.011591456526118371, "bench_c_p1w": -0.026259216825288645, "ret_p1m": -0.27893170644601795, "ret_signed_p1m": 0.27893170644601795, "alpha_spy_p1m": 0.20134827980046255, "alpha_c_p1m": 0.18242538868111624, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.0965063177649017, "ret_p3m": 0.2952522015869481, "ret_signed_p3m": -0.2952522015869481, "alpha_spy_p3m": -0.20336193943056657, "alpha_c_p3m": -0.30606281343882746, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": -0.01081061185187937, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27893170644601795, "alpha_spy_stated": 0.20134827980046255, "alpha_c_stated": 0.18242538868111624, "price_path": [1.0185, 0.8961, 1.0104, 1.3131, 1.224, 1.2893, 1.2181, 1.1944, 1.4392, 1.2018, 1.0223, 0.9733, 0.8205, 0.8264, 0.9392, 0.9125, 0.7745, 0.7834, 0.7834, 0.7582, 0.684, 0.684, 0.7003, 0.7003, 0.9243, 0.997, 1.0994, 1.0742, 1.0801, 1.2671, 1.3932, 1.4955, 1.5668, 1.5045, 1.589, 1.589, 1.5697, 1.6009, 1.7033, 1.5386, 1.4021, 1.227, 1.4748, 1.3902, 1.1721, 1.095, 1.1372, 0.8398, 0.6736, 0.8264, 0.9644, 0.8131, 0.7181, 0.6009, 0.6469, 0.6469, 0.6988, 0.7151, 0.6988, 0.5875, 0.5401, 0.7033, 0.6513, 0.0, -0.155, -0.1246, -0.1009, 0.0015, -0.003, -0.0905, -0.0846, -0.049, -0.043, -0.092, -0.1528, -0.1751, -0.1632, -0.2166, -0.181, -0.23, -0.2077, -0.2448, -0.2433, -0.2849, -0.2789, -0.3479, -0.2641, -0.2596, -0.2626, -0.2626, -0.2819, -0.3353, -0.319, -0.1172, -0.1662, -0.0861, -0.0623, 0.0504, 0.0549, 0.0623, 0.0623, 0.043, 0.089, 0.0282, 0.138, 0.0623, 0.0104, -0.0593, -0.0059, -0.043, -0.0534, -0.0757, -0.0297, -0.0564, 0.1884, 0.2715, 0.2018, 0.2285, 0.2122, 0.1669, 0.1024, 0.0208, 0.0549, 0.2122, 0.1958, 0.1958, 0.2953, 0.2774, 0.3338, 0.2507, 0.3309, 0.3976, 0.2166, 0.1988, 0.0504, -0.0074, -0.0712, -0.0994, -0.0801, -0.1009, -0.0534, 0.0104, 0.1276, 0.135, 0.135, 0.089, -0.0371, -0.1009, -0.0964, -0.1202, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032447837884064165", "ticker_idx": 0, "ts": "2026-03-13T13:25:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir partnership + BIRD + Mistral in ONE week. Nobody is executing like this.", "tweet_type": "prediction", "timeline": "months", "summary": "Updated conviction longs: ONDS on partnerships, RKLB on backlog/infrastructure thesis, KRKNF on underwater defense advantage, AVAV as long-term winner despite earnings miss.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Updated conviction ranking after this week's catalysts:\n\n1. $ONDS — Palantir partnership + BIRD + Mistral in ONE week. Nobody is executing like this. March 25 earnings.  \n2. $RKLB — $1B+ backlog. Space infrastructure, not a launch company. Still the cleanest growth story.  \n3. $KRKNF — Iran just proved underwater defense matters. 200% battery density advantage. Nobody else is in this lane.  \n4. $AVAV — Missed earnings, but $1.1B funded backlog + 38% organic growth. \n\nThe market is punishing short-term noise on a long-term winner.  I'm watching #4 closely for a better entry.\n\nWhat do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016732291225107332, "ret_signed_m1d": 0.016732291225107332, "alpha_spy_m1d": 0.011039935968996772, "alpha_c_m1d": 0.011039935968996772, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0056923552561105595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03641731211770893, "ret_signed_p1d": 0.03641731211770893, "alpha_spy_p1d": 0.026240447107252374, "alpha_c_p1d": 0.026240447107252374, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.01017686501045656, "ret_p1w": -0.009842463513508926, "ret_signed_p1w": -0.009842463513508926, "alpha_spy_p1w": 0.008199062765167908, "alpha_c_p1w": 0.008199062765167908, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018041526278676834, "ret_p1m": -0.06791334554587158, "ret_signed_p1m": -0.06791334554587158, "alpha_spy_p1m": -0.10669355222206911, "alpha_c_p1m": -0.10669355222206911, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.038780206676197526, "ret_p3m": -0.0836613622599528, "ret_signed_p3m": -0.0836613622599528, "alpha_spy_p3m": -0.18198862085090106, "alpha_c_p3m": -0.18198862085090106, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.09832725859094826, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06791334554587158, "alpha_spy_stated": -0.10669355222206911, "alpha_c_stated": -0.10669355222206911, "price_path": [-0.2037, -0.2746, -0.2323, -0.0925, -0.0876, -0.1181, -0.1014, -0.1014, -0.1654, -0.1673, -0.1152, -0.0394, -0.0394, 0.0846, 0.2333, 0.2638, 0.1988, 0.3789, 0.3474, 0.2982, 0.3671, 0.3346, 0.2618, 0.1969, 0.1969, 0.2923, 0.2352, 0.2421, 0.1978, 0.0984, 0.2067, 0.2077, 0.1093, 0.0197, 0.0472, 0.1201, -0.0472, -0.1654, -0.0463, 0.0177, -0.0472, -0.0915, -0.1171, -0.0837, -0.0837, -0.0108, 0.0896, 0.1211, -0.0128, 0.003, 0.0236, 0.0138, 0.0285, -0.0079, 0.0502, -0.0138, 0.0344, 0.0325, -0.0325, -0.0433, -0.0148, -0.0325, 0.0167, 0.0, 0.0364, 0.1102, 0.0659, 0.0581, -0.0098, 0.0728, 0.0512, 0.0148, -0.0709, -0.1339, -0.1978, -0.1102, -0.1329, -0.0551, -0.0551, -0.063, -0.062, -0.0699, -0.1004, -0.1014, -0.0679, -0.0748, -0.0128, 0.0039, -0.0157, 0.0561, 0.0699, 0.0886, 0.0374, 0.0384, 0.0778, 0.0315, -0.0659, -0.0118, 0.0157, -0.0423, -0.0817, -0.0807, -0.125, -0.1083, -0.0728, -0.1102, -0.128, 0.1033, 0.0453, -0.0453, -0.1019, -0.0787, -0.0965, -0.1083, -0.1083, -0.0384, 0.063, 0.3041, 0.3012, 0.3248, 0.3366, 0.1427, 0.1781, 0.0266, 0.0138, -0.0502, -0.0837, -0.0325, -0.0817, -0.064, -0.0935, -0.1024, -0.0876, -0.0876, -0.125, -0.1604, -0.2441, -0.2446, -0.2293, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032447837884064165", "ticker_idx": 1, "ts": "2026-03-13T13:25:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1B+ backlog. Space infrastructure, not a launch company. Still the cleanest growth story.", "tweet_type": "prediction", "timeline": "months", "summary": "Updated conviction longs: ONDS on partnerships, RKLB on backlog/infrastructure thesis, KRKNF on underwater defense advantage, AVAV as long-term winner despite earnings miss.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Updated conviction ranking after this week's catalysts:\n\n1. $ONDS — Palantir partnership + BIRD + Mistral in ONE week. Nobody is executing like this. March 25 earnings.  \n2. $RKLB — $1B+ backlog. Space infrastructure, not a launch company. Still the cleanest growth story.  \n3. $KRKNF — Iran just proved underwater defense matters. 200% battery density advantage. Nobody else is in this lane.  \n4. $AVAV — Missed earnings, but $1.1B funded backlog + 38% organic growth. \n\nThe market is punishing short-term noise on a long-term winner.  I'm watching #4 closely for a better entry.\n\nWhat do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.000584723189387848, "ret_signed_m1d": -0.000584723189387848, "alpha_spy_m1d": -0.006277078445498407, "alpha_c_m1d": -0.004168243671958116, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0035835204825702682, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04239137174744245, "ret_signed_p1d": 0.04239137174744245, "alpha_spy_p1d": 0.03221450673698589, "alpha_c_p1d": 0.03382772203268014, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.008563649714762311, "ret_p1w": -0.017248943751034362, "ret_signed_p1w": -0.017248943751034362, "alpha_spy_p1w": 0.0007925825276424714, "alpha_c_p1w": 0.0008500473107069251, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018098991061741287, "ret_p1m": 0.03230520342300047, "ret_signed_p1m": 0.03230520342300047, "alpha_spy_p1m": -0.006475003253197054, "alpha_c_p1m": -0.0197163530388047, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.052021556461805174, "ret_p3m": 0.5355941737793304, "ret_signed_p3m": 0.5355941737793304, "alpha_spy_p3m": 0.4372669151883821, "alpha_c_p3m": 0.502270554256881, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.03332361952244933, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03230520342300047, "alpha_spy_stated": -0.006475003253197054, "alpha_c_stated": -0.0197163530388047, "price_path": [-0.1889, -0.2112, -0.1241, 0.0308, 0.1336, 0.1282, 0.1282, 0.1282, 0.0327, 0.025, 0.0298, 0.0197, 0.0197, 0.1108, 0.1422, 0.2576, 0.2291, 0.2144, 0.2403, 0.2849, 0.2656, 0.3419, 0.3267, 0.4077, 0.4077, 0.3033, 0.2837, 0.2861, 0.2995, 0.1764, 0.2717, 0.2947, 0.2524, 0.1704, 0.0839, 0.188, 0.0687, -0.0306, 0.0572, 0.1086, 0.0529, 0.0177, -0.0351, -0.0142, -0.0142, 0.0216, 0.0879, 0.1194, 0.0358, 0.0263, 0.0228, 0.0262, 0.062, 0.0101, 0.0374, 0.0251, 0.0512, 0.0232, 0.0249, 0.0449, 0.0076, 0.0519, -0.0006, 0.0, 0.0424, 0.1488, 0.0156, 0.0515, -0.0172, -0.006, -0.0342, 0.0653, -0.0361, -0.1093, -0.1612, -0.0612, -0.0422, -0.0099, -0.0099, -0.0108, -0.0306, 0.0098, -0.0244, -0.0053, 0.0323, 0.0557, 0.0759, 0.2122, 0.2396, 0.3077, 0.2665, 0.3162, 0.2367, 0.1647, 0.2029, 0.1488, 0.1259, 0.2061, 0.152, 0.174, 0.1513, 0.2374, 0.1487, 0.5417, 0.7154, 0.7185, 0.8148, 0.9376, 0.8239, 0.9173, 0.861, 0.9629, 0.8338, 0.9845, 0.9845, 1.0933, 1.196, 1.1639, 1.0974, 0.7891, 0.8027, 0.6767, 0.7534, 0.6091, 0.6613, 0.5821, 0.5356, 0.6778, 0.4967, 0.597, 0.5295, 0.5784, 0.5676, 0.5676, 0.466, 0.3904, 0.2485, 0.1795, 0.2358, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032447837884064165", "ticker_idx": 2, "ts": "2026-03-13T13:25:00+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Iran just proved underwater defense matters. 200% battery density advantage. Nobody else is in this lane.", "tweet_type": "prediction", "timeline": "months", "summary": "Updated conviction longs: ONDS on partnerships, RKLB on backlog/infrastructure thesis, KRKNF on underwater defense advantage, AVAV as long-term winner despite earnings miss.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "Updated conviction ranking after this week's catalysts:\n\n1. $ONDS — Palantir partnership + BIRD + Mistral in ONE week. Nobody is executing like this. March 25 earnings.  \n2. $RKLB — $1B+ backlog. Space infrastructure, not a launch company. Still the cleanest growth story.  \n3. $KRKNF — Iran just proved underwater defense matters. 200% battery density advantage. Nobody else is in this lane.  \n4. $AVAV — Missed earnings, but $1.1B funded backlog + 38% organic growth. \n\nThe market is punishing short-term noise on a long-term winner.  I'm watching #4 closely for a better entry.\n\nWhat do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029069739235228154, "ret_signed_m1d": 0.029069739235228154, "alpha_spy_m1d": 0.023377383979117594, "alpha_c_m1d": 0.02146748204992055, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.007602257185307604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018895365156760935, "ret_signed_p1d": 0.018895365156760935, "alpha_spy_p1d": 0.008718500146304375, "alpha_c_p1d": 0.004421770396393354, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.01447359476036758, "ret_p1w": -0.05813954777818142, "ret_signed_p1w": -0.05813954777818142, "alpha_spy_p1w": -0.04009802149950459, "alpha_c_p1w": -0.047101509992645285, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.011038037785536137, "ret_p1m": -0.061046521701704215, "ret_signed_p1m": -0.061046521701704215, "alpha_spy_p1m": -0.09982672837790174, "alpha_c_p1m": -0.12677047314458, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.0657239514428758, "ret_p3m": -0.29215119119880606, "ret_signed_p3m": -0.29215119119880606, "alpha_spy_p3m": -0.3904784497897543, "alpha_c_p3m": -0.5849114978697306, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.29276030667092456, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.061046521701704215, "alpha_spy_stated": -0.09982672837790174, "alpha_c_stated": -0.12677047314458, "price_path": [-0.375, -0.4041, -0.3895, -0.3616, -0.3648, -0.3387, -0.336, -0.336, -0.3096, -0.3285, -0.3218, -0.3215, -0.3215, -0.2815, -0.2462, -0.2533, -0.2302, -0.1642, -0.1744, -0.1206, -0.0858, -0.1692, -0.1584, -0.1629, -0.1629, -0.2006, -0.2049, -0.1555, -0.1148, -0.0974, -0.061, -0.0368, -0.0872, -0.1439, -0.1259, -0.1337, -0.1933, -0.2006, -0.1337, -0.1323, -0.1235, -0.1497, -0.2249, -0.2151, -0.2151, -0.1919, -0.1294, -0.1337, -0.1206, -0.1519, -0.0828, -0.0872, -0.061, -0.0945, -0.0202, -0.0029, -0.0301, -0.0634, -0.1076, -0.0145, 0.0988, 0.0654, 0.0291, 0.0, 0.0189, 0.0698, 0.018, -0.0262, -0.0581, -0.0202, -0.032, -0.0525, -0.1381, -0.1323, -0.2084, -0.1584, -0.1337, -0.1265, -0.1265, -0.1017, -0.1105, -0.1163, -0.1134, -0.1366, -0.061, -0.0945, -0.1017, -0.0581, -0.0654, -0.0683, -0.1285, -0.0858, -0.1282, -0.141, -0.1439, -0.1759, -0.1911, -0.1628, -0.2078, -0.1759, -0.2442, -0.234, -0.2369, -0.2589, -0.2616, -0.2762, -0.2456, -0.2097, -0.2297, -0.2488, -0.2172, -0.1672, -0.19, -0.2286, -0.2286, -0.1439, -0.1352, -0.1788, -0.2061, -0.1336, -0.1163, -0.1831, -0.1411, -0.2122, -0.2311, -0.2564, -0.2922, -0.2599, -0.266, -0.2573, -0.2718, -0.2624, -0.1933, -0.1933, -0.2538, -0.2705, -0.283, -0.3023, -0.3298, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032447837884064165", "ticker_idx": 3, "ts": "2026-03-13T13:25:00+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Missed earnings, but $1.1B funded backlog + 38% organic growth. The market is punishing short-term noise on a long-term winner.", "tweet_type": "prediction", "timeline": "months", "summary": "Updated conviction longs: ONDS on partnerships, RKLB on backlog/infrastructure thesis, KRKNF on underwater defense advantage, AVAV as long-term winner despite earnings miss.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Updated conviction ranking after this week's catalysts:\n\n1. $ONDS — Palantir partnership + BIRD + Mistral in ONE week. Nobody is executing like this. March 25 earnings.  \n2. $RKLB — $1B+ backlog. Space infrastructure, not a launch company. Still the cleanest growth story.  \n3. $KRKNF — Iran just proved underwater defense matters. 200% battery density advantage. Nobody else is in this lane.  \n4. $AVAV — Missed earnings, but $1.1B funded backlog + 38% organic growth. \n\nThe market is punishing short-term noise on a long-term winner.  I'm watching #4 closely for a better entry.\n\nWhat do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023228847193995206, "ret_signed_m1d": 0.023228847193995206, "alpha_spy_m1d": 0.017536491937884646, "alpha_c_m1d": 0.019645326711424937, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0035835204825702682, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023228847193995206, "ret_signed_p1d": 0.023228847193995206, "alpha_spy_p1d": 0.013051982183538646, "alpha_c_p1d": 0.014665197479232894, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.008563649714762311, "ret_p1w": -0.045153840598826545, "ret_signed_p1w": -0.045153840598826545, "alpha_spy_p1w": -0.02711231432014971, "alpha_c_p1w": -0.027054849537085257, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018098991061741287, "ret_p1m": -0.06123536719983136, "ret_signed_p1m": -0.06123536719983136, "alpha_spy_p1m": -0.10001557387602888, "alpha_c_p1m": -0.11325692366163653, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.052021556461805174, "ret_p3m": -0.16487184739885075, "ret_signed_p3m": -0.16487184739885075, "alpha_spy_p3m": -0.263199105989799, "alpha_c_p3m": -0.19819546692130008, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.03332361952244933, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06123536719983136, "alpha_spy_stated": -0.10001557387602888, "alpha_c_stated": -0.11325692366163653, "price_path": [0.1332, 0.1064, 0.1141, 0.1736, 0.2334, 0.2612, 0.259, 0.259, 0.2315, 0.2032, 0.1783, 0.1682, 0.1682, 0.2372, 0.4363, 0.531, 0.538, 0.6659, 0.7626, 0.7901, 0.7572, 0.8438, 0.8282, 0.8972, 0.8972, 0.598, 0.5436, 0.5073, 0.4862, 0.4617, 0.495, 0.4823, 0.416, 0.3444, 0.3039, 0.3783, 0.2426, 0.144, 0.2421, 0.3249, 0.2714, 0.1755, 0.1355, 0.1777, 0.1777, 0.2701, 0.282, 0.3603, 0.278, 0.262, 0.2665, 0.2325, 0.2538, 0.2182, 0.006, 0.1025, 0.0937, 0.0651, 0.1098, 0.0976, 0.07, 0.0032, 0.0232, 0.0, 0.0232, 0.0746, 0.0424, 0.0207, -0.0452, -0.0039, -0.0526, -0.0389, -0.0539, -0.1093, -0.1454, -0.116, -0.1138, -0.1097, -0.1097, -0.086, -0.0976, -0.0972, -0.1418, -0.1321, -0.0612, -0.0606, -0.0418, -0.0245, -0.0756, -0.0475, 0.0145, 0.0146, -0.0249, -0.0521, -0.0547, -0.0711, -0.1138, -0.0582, -0.1067, -0.1295, -0.195, -0.1579, -0.1878, -0.1873, -0.1962, -0.1845, -0.2225, -0.2019, -0.237, -0.22, -0.2262, -0.2086, -0.2124, -0.1586, -0.1586, -0.1198, -0.1245, 0.0354, 0.0008, -0.0144, -0.0131, -0.0753, -0.0129, -0.1021, -0.1081, -0.1476, -0.1649, -0.1129, -0.1762, -0.1696, -0.1949, -0.193, -0.1809, -0.1809, -0.2692, -0.2801, -0.3134, -0.3399, -0.3338, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057412206631833918", "ticker_idx": 0, "ts": "2026-05-21T10:44:29+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Government capital doesn't chase technology. It validates it. Every other pure-play does one thing. $INFQ does two - quantum computing and quantum sensing. Already deployed with the DoD, NASA, and UK government.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INFQ: unique dual quantum computing+sensing offering, $100M CHIPS Act funding, DoD/NASA deployments, and NVDA NVQLink integration validate durable advantage.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$INFQ +18.9%. $RGTI +13.6%. $QBTS +12.1%.\n\nThe US just committed $2B to quantum through the CHIPS Act. $INFQ received $100M. Here’s why they’re the biggest mover.\n\nEvery other pure-play does one thing. $INFQ does two - quantum computing and quantum sensing. Clocks, RF receivers, navigation systems. Already deployed with the DoD, NASA, and UK government.\n\nI published a dedicated deep dive on $INFQ in April. Their Sqale quantum computer is being integrated with $NVDA NVQLink right now. Not announced. Installing.\n\nGovernment capital doesn’t chase technology. It validates it.\n\n---\n\nHere is the deep-dive on $INFQ from April:", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.23945575168448407, "ret_signed_m1d": -0.23945575168448407, "alpha_spy_m1d": -0.23747658883691847, "alpha_c_m1d": -0.23747658883691847, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.0019791628475656076, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.10831338926425826, "alpha_c_p1d": 0.10831338926425826, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.003931549076803931, "ret_p1w": 0.2088435842402916, "ret_signed_p1w": 0.2088435842402916, "alpha_spy_p1w": 0.19284830351628468, "alpha_c_p1w": 0.19284830351628468, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.01599528072400691, "ret_p1m": -0.07959184295747512, "ret_signed_p1m": -0.07959184295747512, "alpha_spy_p1m": -0.08759459147435944, "alpha_c_p1m": -0.08759459147435944, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.008002748516884317, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07959184295747512, "alpha_spy_stated": -0.08759459147435944, "alpha_c_stated": -0.08759459147435944, "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, 0.2034, 0.3517, 0.1844, 0.1531, -0.0095, 0.0075, -0.0673, -0.0762, -0.0395, -0.0871, 0.0082, -0.0898, -0.0925, -0.0796, -0.0796, -0.0333, 0.0857, -0.0408, -0.1299, -0.0728, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028445819360211441", "ticker_idx": 0, "ts": "2026-03-02T12:22:24+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 to $1,000,000 a coin", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Fed debasement + Iran war: BTC to $1M, Gold to $10K, XRP to zero.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I wake up. War in Iran you say?\n\nFed money printer is turning on. Time to debase the dollar. \n\n$BTC to $1,000,000 a coin.\n\nGold to $10,000\n\n$XRP TO $0 https://t.co/5BexTBriOb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04207951805394994, "ret_signed_m1d": -0.04207951805394994, "alpha_spy_m1d": -0.041511318102634864, "alpha_c_m1d": -0.041511318102634864, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007011227255569463, "ret_signed_p1d": -0.007011227255569463, "alpha_spy_p1d": 0.0018030236569162028, "alpha_c_p1d": 0.0018030236569162028, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.005430230837063621, "ret_signed_p1w": -0.005430230837063621, "alpha_spy_p1w": 0.006385395966776786, "alpha_c_p1w": 0.006385395966776786, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.007888511013301902, "ret_signed_p1m": -0.007888511013301902, "alpha_spy_p1m": 0.042031198114093726, "alpha_c_p1m": 0.042031198114093726, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": 0.0692205624044322, "ret_signed_p3m": 0.0692205624044322, "alpha_spy_p3m": -0.03317289496443543, "alpha_c_p3m": -0.03317289496443543, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007888511013301902, "alpha_spy_stated": 0.042031198114093726, "alpha_c_stated": 0.042031198114093726, "price_path": [0.3599, 0.3397, 0.2997, 0.3179, 0.3477, 0.338, 0.3451, 0.3125, 0.2565, 0.2773, 0.2525, 0.2426, 0.281, 0.2866, 0.271, 0.2739, 0.2684, 0.2694, 0.267, 0.2858, 0.2724, 0.2902, 0.3078, 0.3651, 0.3628, 0.3276, 0.3235, 0.3161, 0.3259, 0.386, 0.4094, 0.3893, 0.3889, 0.3457, 0.284, 0.2995, 0.3008, 0.3014, 0.2834, 0.2956, 0.2967, 0.2295, 0.2232, 0.1441, 0.0997, 0.0617, -0.0883, 0.0259, 0.0196, 0.0003, -0.0259, -0.0371, 0.0012, 0.001, -0.0186, -0.0342, -0.0264, -0.0112, -0.0605, -0.0683, -0.0119, -0.0192, -0.0421, 0.0, -0.007, 0.0572, 0.03, -0.0093, -0.0054, 0.0167, 0.0208, 0.025, 0.0319, 0.0885, 0.0748, 0.0359, 0.0165, 0.0254, 0.0311, 0.0253, 0.0368, 0.0002, -0.0354, -0.0303, -0.0079, -0.0101, -0.0274, -0.0268, 0.0012, 0.046, 0.0341, 0.0435, 0.0611, 0.083, 0.0786, 0.0877, 0.0927, 0.1214, 0.1032, 0.1102, 0.1371, 0.138, 0.1262, 0.1249, 0.1101, 0.1018, 0.1095, 0.1367, 0.1607, 0.1767, 0.184, 0.1633, 0.1659, 0.1883, 0.1701, 0.1527, 0.1785, 0.1496, 0.1189, 0.116, 0.1262, 0.1274, 0.0976, 0.1236, 0.1025, 0.081, 0.0692, 0.0668, 0.037, -0.0301, -0.0692, -0.0723, -0.1142, -0.0827, -0.1037, -0.1065, -0.0758, -0.0761, -0.0362, -0.0462, -0.0634, -0.0855, -0.0761, -0.0701, -0.0888, -0.1131, -0.1316, -0.1274, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028445819360211441", "ticker_idx": 1, "ts": "2026-03-02T12:22:24+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 to $10,000", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Fed debasement + Iran war: BTC to $1M, Gold to $10K, XRP to zero.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity proxied by SPDR Gold Shares ETF GLD", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I wake up. War in Iran you say?\n\nFed money printer is turning on. Time to debase the dollar. \n\n$BTC to $1,000,000 a coin.\n\nGold to $10,000\n\n$XRP TO $0 https://t.co/5BexTBriOb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012755102040816313, "ret_signed_m1d": -0.012755102040816313, "alpha_spy_m1d": -0.01218690208950124, "alpha_c_m1d": -0.01218690208950124, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04461221500318879, "ret_signed_p1d": -0.04461221500318879, "alpha_spy_p1d": -0.03579796409070313, "alpha_c_p1d": -0.03579796409070313, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.035653063715720634, "ret_signed_p1w": -0.035653063715720634, "alpha_spy_p1w": -0.023837436911880228, "alpha_c_p1w": -0.023837436911880228, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.12185712541852678, "ret_signed_p1m": -0.12185712541852678, "alpha_spy_p1m": -0.07193741629113115, "alpha_c_p1m": -0.07193741629113115, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": -0.157612267319037, "ret_signed_p3m": -0.157612267319037, "alpha_spy_p3m": -0.2600057246879046, "alpha_c_p3m": -0.2600057246879046, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12185712541852678, "alpha_spy_stated": -0.07193741629113115, "alpha_c_stated": -0.07193741629113115, "price_path": [-0.2104, -0.2099, -0.2113, -0.2134, -0.2094, -0.206, -0.1975, -0.193, -0.1922, -0.1921, -0.1851, -0.1866, -0.1857, -0.1669, -0.1558, -0.1593, -0.1593, -0.1495, -0.1865, -0.1859, -0.1912, -0.1912, -0.1872, -0.1658, -0.1568, -0.1648, -0.1602, -0.1541, -0.1383, -0.1395, -0.1307, -0.1361, -0.1402, -0.1402, -0.1077, -0.0947, -0.078, -0.0653, -0.0516, -0.0284, 0.0093, 0.012, -0.0919, -0.1283, -0.0729, -0.0735, -0.0982, -0.0705, -0.0469, -0.0563, -0.0457, -0.0788, -0.0559, -0.0559, -0.0853, -0.0647, -0.0621, -0.0436, -0.0178, -0.0314, -0.0338, -0.0256, -0.0128, 0.0, -0.0446, -0.0371, -0.0487, -0.0337, -0.0357, -0.0248, -0.0281, -0.0472, -0.0595, -0.0603, -0.0627, -0.0924, -0.1298, -0.1564, -0.1754, -0.1752, -0.1504, -0.1824, -0.1537, -0.1539, -0.1219, -0.1065, -0.1237, -0.1237, -0.1272, -0.1188, -0.1132, -0.1063, -0.1079, -0.1115, -0.0917, -0.1011, -0.1019, -0.0899, -0.0978, -0.1233, -0.1117, -0.1203, -0.1158, -0.1227, -0.139, -0.1481, -0.1354, -0.1364, -0.1537, -0.1464, -0.1205, -0.119, -0.1148, -0.113, -0.1165, -0.1214, -0.1281, -0.1484, -0.1461, -0.1602, -0.1482, -0.149, -0.1555, -0.1555, -0.1551, -0.1663, -0.1576, -0.1487, -0.1607, -0.1593, -0.1676, -0.1607, -0.1913, -0.1892, -0.2025, -0.2356, -0.2116, -0.2111, -0.1907, -0.1885, -0.2069, -0.21, -0.21, -0.2151, -0.23, -0.2532, -0.246, -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]}
{"unit_id": "orig:2028445819360211441", "ticker_idx": 2, "ts": "2026-03-02T12:22:24+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 TO $0", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Fed debasement + Iran war: BTC to $1M, Gold to $10K, XRP to zero.", "resolved_tickers": ["XRP-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I wake up. War in Iran you say?\n\nFed money printer is turning on. Time to debase the dollar. \n\n$BTC to $1,000,000 a coin.\n\nGold to $10,000\n\n$XRP TO $0 https://t.co/5BexTBriOb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025203093937121834, "ret_signed_m1d": 0.025203093937121834, "alpha_spy_m1d": 0.02463489398580676, "alpha_c_m1d": 0.02463489398580676, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021865866600550565, "ret_signed_p1d": 0.021865866600550565, "alpha_spy_p1d": 0.0130516156880649, "alpha_c_p1d": 0.0130516156880649, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.020946372196491203, "ret_signed_p1w": 0.020946372196491203, "alpha_spy_p1w": 0.009130745392650796, "alpha_c_p1w": 0.009130745392650796, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.036462850977715955, "ret_signed_p1m": 0.036462850977715955, "alpha_spy_p1m": -0.013456858149679674, "alpha_c_p1m": -0.013456858149679674, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": -0.05568096106662379, "ret_signed_p3m": 0.05568096106662379, "alpha_spy_p3m": 0.15807441843549142, "alpha_c_p3m": 0.15807441843549142, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.036462850977715955, "alpha_spy_stated": -0.013456858149679674, "alpha_c_stated": -0.013456858149679674, "price_path": [0.583, 0.5077, 0.4649, 0.4904, 0.5158, 0.469, 0.4634, 0.4444, 0.365, 0.3876, 0.3385, 0.2996, 0.3713, 0.3679, 0.3464, 0.338, 0.3169, 0.3249, 0.3284, 0.3483, 0.3228, 0.3501, 0.442, 0.6886, 0.6585, 0.558, 0.5256, 0.5037, 0.4756, 0.5556, 0.5383, 0.494, 0.4869, 0.428, 0.3585, 0.3987, 0.3815, 0.38, 0.3685, 0.376, 0.3722, 0.2977, 0.2455, 0.165, 0.1317, 0.0859, -0.1276, 0.0579, 0.0325, 0.0061, -0.0165, -0.0208, 0.0119, 0.0688, 0.06, 0.022, 0.0111, 0.0276, -0.0283, -0.0303, 0.0307, 0.0079, -0.0252, 0.0, -0.0219, 0.0282, 0.0087, -0.0197, -0.0209, -0.0033, -0.0044, -0.0045, 0.0057, 0.1097, 0.0917, 0.0524, 0.0405, 0.0392, 0.0294, 0.0176, 0.0167, -0.0222, -0.0474, -0.0492, -0.0365, -0.0311, -0.052, -0.0525, -0.0501, -0.0068, -0.0349, -0.0337, -0.0247, -0.0103, -0.021, 0.0005, 0.0443, 0.0619, 0.0244, 0.0294, 0.0281, 0.0346, 0.0307, 0.0071, -0.0074, -0.0156, -0.0169, -0.0045, 0.0007, 0.0159, 0.0243, -0.0028, 0.0196, 0.0617, 0.0324, 0.0254, 0.067, 0.0307, -0.0013, -0.0218, -0.0184, -0.0136, -0.0412, -0.0299, -0.0455, -0.061, -0.0557, -0.045, -0.0691, -0.1302, -0.1371, -0.1613, -0.2118, -0.1602, -0.1824, -0.2112, -0.1793, -0.1861, -0.1098, -0.1258, -0.148, -0.1765, -0.183, -0.1886, -0.2024, -0.2291, -0.2511, -0.2472, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995883927542919659", "ticker_idx": 0, "ts": "2025-12-02T15:53:04+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have joined the $TE army", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses taking a long position in TE (TECO Energy / similar).", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Time to announce that I have joined the $TE army… https://t.co/UUMXif5AF7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05696202404305617, "ret_signed_m1d": -0.05696202404305617, "alpha_spy_m1d": -0.055113171758181756, "alpha_c_m1d": -0.04832118705530042, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": -0.008640836987755751, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046413460087520786, "ret_signed_p1d": -0.046413460087520786, "alpha_spy_p1d": -0.04987620916788038, "alpha_c_p1d": -0.05590560461171101, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.009492144524190227, "ret_p1w": 0.4198312962124642, "ret_signed_p1w": 0.4198312962124642, "alpha_spy_p1w": 0.4176158339018712, "alpha_c_p1w": 0.4165581603003947, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.003273135912069458, "ret_p1m": 0.4092827322569288, "ret_signed_p1m": 0.4092827322569288, "alpha_spy_p1m": 0.4057539753123327, "alpha_c_p1m": 0.3903556739673002, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.018927058289628595, "ret_p3m": 0.2995780896333182, "ret_signed_p3m": 0.2995780896333182, "alpha_spy_p3m": 0.29005986396805206, "alpha_c_p3m": 0.13600965912742957, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.16356843050588865, "ret_p6m": 1.3122364066193852, "ret_signed_p6m": 1.3122364066193852, "alpha_spy_p6m": 1.204826531734538, "alpha_c_p6m": 1.164105771770065, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.14813063484932032, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4092827322569288, "alpha_spy_stated": 0.4057539753123327, "alpha_c_stated": 0.3903556739673002, "price_path": [-0.6097, -0.5823, -0.5823, -0.5907, -0.6055, -0.6034, -0.6076, -0.6245, -0.6308, -0.6266, -0.6076, -0.5886, -0.5717, -0.6118, -0.5359, -0.5211, -0.5359, -0.5084, -0.5401, -0.4958, -0.5021, -0.4662, -0.4093, -0.3966, -0.3819, -0.192, -0.2321, -0.2616, -0.154, 0.1055, -0.0105, -0.0886, 0.0042, -0.0549, -0.1329, -0.2173, -0.2679, -0.192, -0.2194, -0.2405, -0.2321, -0.2152, -0.2785, -0.2236, -0.1371, -0.2236, -0.1962, -0.0506, -0.0696, -0.1878, -0.2637, -0.2911, -0.3291, -0.3544, -0.3903, -0.4262, -0.4262, -0.3376, -0.3059, -0.1899, -0.1899, -0.1308, -0.057, 0.0, -0.0464, 0.0781, 0.23, 0.27, 0.4198, 0.2975, 0.2384, 0.1287, 0.0675, 0.1477, 0.1435, 0.27, 0.3565, 0.5401, 0.5, 0.4873, 0.4873, 0.4346, 0.3544, 0.3713, 0.4093, 0.4093, 0.654, 0.73, 0.6139, 0.5359, 0.4367, 0.4641, 0.5211, 0.6582, 0.6582, 0.5633, 0.7236, 0.7236, 0.7468, 0.6498, 0.7658, 0.7932, 0.7173, 0.9241, 1.0021, 0.8734, 0.7574, 0.827, 0.9177, 0.6308, 0.5338, 0.7447, 0.6118, 0.5844, 0.4451, 0.3101, 0.2911, 0.2911, 0.3586, 0.3629, 0.3312, 0.3101, 0.327, 0.4958, 0.5232, 0.538, 0.2996, 0.443, 0.3734, 0.4979, 0.4367, 0.4177, 0.5105, 0.6835, 0.7173, 0.6329, 0.6076, 0.6287, 0.6435, 0.5464, 0.6266, 0.3924, 0.443, 0.3945, 0.4093, 0.3249, 0.2152, 0.1857, -0.0738, -0.0549, -0.116, -0.116, -0.1456, -0.1709, -0.1203, -0.1181, -0.0105, 0.0781, 0.0253, 0.1266, 0.0527, 0.0612, 0.0506, 0.0738, 0.1371, 0.1371, 0.116, 0.1203, 0.0338, 0.0316, 0.0127, 0.0865, 0.0759, 0.1266, 0.1118, 0.0865, 0.2996, 0.2743, 0.2342, 0.1835, 0.2089, 0.1962, 0.4768, 0.4515, 0.8354, 0.8397, 0.7046, 0.7046, 1.2046, 1.3122]}
{"unit_id": "orig:2034016927132357061", "ticker_idx": 0, "ts": "2026-03-17T21:20:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Guess which ones I'm adding to", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adding to ONDS (transparent management) while trimming TE (poor shareholder communication).", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "One question separates conviction from hope:  Does management communicate with shareholders - or hide from them?  \n\nI hold stocks where the CEO walks through every acquisition, every revenue line, every integration milestone on the earnings call. $ONDS\n\nGuidance reiterated. Questions answered. Date confirmed weeks in advance.  \n\nI also hold stocks where I can't even find a confirmed earnings date.  $TE\n\nGuess which ones I'm adding to.  Guess which ones I'm trimming.  \n\nIt's not about the thesis. It's about trust.💡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04155122921839749, "ret_signed_m1d": 0.04155122921839749, "alpha_spy_m1d": 0.02740012522856783, "alpha_c_m1d": 0.02740012522856783, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.014151103989829661, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0073868812806674455, "ret_signed_p1d": -0.0073868812806674455, "alpha_spy_p1d": -0.004922500237356187, "alpha_c_p1d": -0.004922500237356187, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": -0.002464381043311259, "ret_p1w": -0.04801472832433873, "ret_signed_p1w": -0.04801472832433873, "alpha_spy_p1w": -0.0437569569430154, "alpha_c_p1w": -0.0437569569430154, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.0042577713813233276, "ret_p1m": -0.05817175612918479, "ret_signed_p1m": -0.05817175612918479, "alpha_spy_p1m": -0.121891660693211, "alpha_c_p1m": -0.121891660693211, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.06371990456402621, "ret_p3m": -0.12188362918958462, "ret_signed_p3m": -0.12188362918958462, "alpha_spy_p3m": -0.2662095275105123, "alpha_c_p3m": -0.2662095275105123, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.14432589832092768, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05817175612918479, "alpha_spy_stated": -0.121891660693211, "alpha_c_stated": -0.121891660693211, "price_path": [-0.1487, -0.144, -0.1727, -0.157, -0.157, -0.217, -0.2188, -0.1699, -0.0988, -0.0988, 0.0175, 0.157, 0.1856, 0.1247, 0.2936, 0.2641, 0.2179, 0.2825, 0.2521, 0.1837, 0.1228, 0.1228, 0.2124, 0.1588, 0.1653, 0.1237, 0.0305, 0.132, 0.133, 0.0406, -0.0434, -0.0175, 0.0508, -0.1062, -0.217, -0.1053, -0.0452, -0.1062, -0.1477, -0.1717, -0.1404, -0.1404, -0.072, 0.0222, 0.0517, -0.0739, -0.0591, -0.0397, -0.0489, -0.0351, -0.0693, -0.0148, -0.0748, -0.0295, -0.0314, -0.0923, -0.1025, -0.0757, -0.0923, -0.0462, -0.0619, -0.0277, 0.0416, 0.0, -0.0074, -0.0711, 0.0065, -0.0139, -0.048, -0.1283, -0.1874, -0.2475, -0.1653, -0.1865, -0.1136, -0.1136, -0.121, -0.12, -0.1274, -0.156, -0.157, -0.1256, -0.132, -0.0739, -0.0582, -0.0766, -0.0092, 0.0037, 0.0212, -0.0268, -0.0259, 0.0111, -0.0323, -0.1237, -0.0729, -0.0471, -0.1016, -0.1385, -0.1376, -0.1791, -0.1634, -0.1302, -0.1653, -0.1819, 0.0351, -0.0194, -0.1043, -0.1574, -0.1357, -0.1524, -0.1634, -0.1634, -0.0979, -0.0028, 0.2235, 0.2207, 0.2428, 0.2539, 0.072, 0.1053, -0.0369, -0.0489, -0.109, -0.1404, -0.0923, -0.1385, -0.1219, -0.1496, -0.1579, -0.144, -0.144, -0.1791, -0.2124, -0.2909, -0.2913, -0.277, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2034016927132357061", "ticker_idx": 1, "ts": "2026-03-17T21:20:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Guess which ones I'm trimming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adding to ONDS (transparent management) while trimming TE (poor shareholder communication).", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "One question separates conviction from hope:  Does management communicate with shareholders - or hide from them?  \n\nI hold stocks where the CEO walks through every acquisition, every revenue line, every integration milestone on the earnings call. $ONDS\n\nGuidance reiterated. Questions answered. Date confirmed weeks in advance.  \n\nI also hold stocks where I can't even find a confirmed earnings date.  $TE\n\nGuess which ones I'm adding to.  Guess which ones I'm trimming.  \n\nIt's not about the thesis. It's about trust.💡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06275580394745717, "ret_signed_m1d": -0.06275580394745717, "alpha_spy_m1d": -0.048604699957627506, "alpha_c_m1d": -0.05476446632193954, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.007991337625517625, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051841762400563596, "ret_signed_p1d": -0.051841762400563596, "alpha_spy_p1d": -0.054306143443874855, "alpha_c_p1d": -0.05862224345579825, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": -0.006780481055234655, "ret_p1w": -0.08867668514773885, "ret_signed_p1w": 0.08867668514773885, "alpha_spy_p1w": 0.08441891376641553, "alpha_c_p1w": 0.0910009837210658, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.002324298573326944, "ret_p1m": -0.3192360405107323, "ret_signed_p1m": 0.3192360405107323, "alpha_spy_p1m": 0.3829559450747585, "alpha_c_p1m": 0.35331163755802153, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.03407559704728924, "ret_p3m": 0.21691680342937647, "ret_signed_p3m": -0.21691680342937647, "alpha_spy_p3m": -0.07259090510844879, "alpha_c_p3m": -0.13214830000129374, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.08476850342808273, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3192360405107323, "alpha_spy_stated": 0.3829559450747585, "alpha_c_stated": 0.35331163755802153, "price_path": [-0.1228, -0.0041, -0.03, -0.0382, -0.0382, -0.0723, -0.1241, -0.1132, -0.0887, -0.0887, 0.0696, 0.1187, 0.0437, -0.0068, -0.0709, -0.0532, -0.0164, 0.0723, 0.0723, 0.0109, 0.1146, 0.1146, 0.1296, 0.0668, 0.1419, 0.1596, 0.1105, 0.2442, 0.2947, 0.2115, 0.1364, 0.1814, 0.2401, 0.0546, -0.0082, 0.1282, 0.0423, 0.0246, -0.0655, -0.1528, -0.1651, -0.1651, -0.1214, -0.1187, -0.1392, -0.1528, -0.1419, -0.0327, -0.015, -0.0055, -0.1596, -0.0668, -0.1119, -0.0314, -0.0709, -0.0832, -0.0232, 0.0887, 0.1105, 0.0559, 0.0396, 0.0532, 0.0628, 0.0, 0.0518, -0.0996, -0.0668, -0.0982, -0.0887, -0.1432, -0.2142, -0.2333, -0.4011, -0.3888, -0.4284, -0.4284, -0.4475, -0.4638, -0.4311, -0.4297, -0.3602, -0.3029, -0.337, -0.2715, -0.3192, -0.3138, -0.3206, -0.3056, -0.2647, -0.2647, -0.2783, -0.2756, -0.3315, -0.3329, -0.3452, -0.2974, -0.3042, -0.2715, -0.281, -0.2974, -0.1596, -0.176, -0.2019, -0.2347, -0.2183, -0.2265, -0.045, -0.0614, 0.1869, 0.1896, 0.1023, 0.1023, 0.4256, 0.4952, 0.4761, 0.4407, 0.4202, 0.6426, 0.5689, 0.5907, 0.2865, 0.2456, 0.1542, 0.0546, 0.1555, 0.1596, 0.2169, 0.1774, 0.2333, 0.2756, 0.2756, 0.4188, 0.2606, 0.1637, 0.1596, 0.1201, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055202111491637373", "ticker_idx": 0, "ts": "2026-05-15T08:22:21+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "H.C. Wainwright $36 price target vs ~$18 today", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author actively watching ASST (BTC treasury, 2× upside to PT), Ensilica (custom silicon margin play), and TOWA (AI packaging equipment, overlooked).", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "quote", "lang": "en", "tweet_text": "Yesterday I told you 3 stocks I'm not touching.\n\nHere's the other side of that list - 3 I'm actively watching right now.\n\n$ASST (Strive) Bitcoin treasury \n15,009 bitcoin:native  on the balance sheet as of late April. H.C. Wainwright $36 price target vs ~$18 today. \n\n$ENSI (Ensilica)\nUK's leading pure-play ASIC designer. AIM-listed. Sub-£50M market cap. Revenue guided at £28–30M for FY26, with a stated pipeline target of $250M+ in lifetime chip supply revenues. The semiconductor industry is bifurcating - commodity chips get commoditised, custom silicon commands premium margins. Ensilica is on the right side of that split. Recently added to the UK CHERI cybersecurity chip collective alongside DSIT.\n\nTOWA (TYO: 6315)\nJapanese semiconductor packaging equipment. While everyone watches $ASML, fewer people are watching the companies enabling advanced packaging at scale. TOWA makes compression molding and singulation equipment - critical infrastructure for AI chip packaging. Overlooked by most Western investors.\n\nDYOR, NFA. Fire away with questions 👇", "reply_text": null, "parent_text": null, "quoted_text": "3 stocks I'm not touching right now:\n\n$RGTI - $6.5B market cap. $7.09M in FY25 revenue, down 34% YoY. Quarterly opex runs ~12× quarterly revenue. The quantum technology is real. This valuation prices in a future you can't buy yet.\n\n$OKLO - $11.5B market cap. Zero revenue. 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{"unit_id": "quote:2055202111491637373", "ticker_idx": 1, "ts": "2026-05-15T08:22:21+00:00", "symbol": "Ensilica", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ensilica is on the right side of that split", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author actively watching ASST (BTC treasury, 2× upside to PT), Ensilica (custom silicon margin play), and TOWA (AI packaging equipment, overlooked).", "resolved_tickers": ["ENSI.L"], "resolution_method": "exchange_ticker", "resolution_reason": "EnSilica plc listed on AIM London Stock Exchange", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Yesterday I told you 3 stocks I'm not touching.\n\nHere's the other side of that list - 3 I'm actively watching right now.\n\n$ASST (Strive) Bitcoin treasury \n15,009 bitcoin:native  on the balance sheet as of late April. H.C. Wainwright $36 price target vs ~$18 today. \n\n$ENSI (Ensilica)\nUK's leading pure-play ASIC designer. AIM-listed. Sub-£50M market cap. Revenue guided at £28–30M for FY26, with a stated pipeline target of $250M+ in lifetime chip supply revenues. The semiconductor industry is bifurcating - commodity chips get commoditised, custom silicon commands premium margins. Ensilica is on the right side of that split. Recently added to the UK CHERI cybersecurity chip collective alongside DSIT.\n\nTOWA (TYO: 6315)\nJapanese semiconductor packaging equipment. While everyone watches $ASML, fewer people are watching the companies enabling advanced packaging at scale. TOWA makes compression molding and singulation equipment - critical infrastructure for AI chip packaging. Overlooked by most Western investors.\n\nDYOR, NFA. Fire away with questions 👇", "reply_text": null, "parent_text": null, "quoted_text": "3 stocks I'm not touching right now:\n\n$RGTI - $6.5B market cap. $7.09M in FY25 revenue, down 34% YoY. Quarterly opex runs ~12× quarterly revenue. The quantum technology is real. This valuation prices in a future you can't buy yet.\n\n$OKLO - $11.5B market cap. Zero revenue. 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{"unit_id": "quote:2055202111491637373", "ticker_idx": 2, "ts": "2026-05-15T08:22:21+00:00", "symbol": "6315.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Overlooked by most Western investors", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author actively watching ASST (BTC treasury, 2× upside to PT), Ensilica (custom silicon margin play), and TOWA (AI packaging equipment, overlooked).", "resolved_tickers": ["6315.T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Yesterday I told you 3 stocks I'm not touching.\n\nHere's the other side of that list - 3 I'm actively watching right now.\n\n$ASST (Strive) Bitcoin treasury \n15,009 bitcoin:native  on the balance sheet as of late April. H.C. Wainwright $36 price target vs ~$18 today. \n\n$ENSI (Ensilica)\nUK's leading pure-play ASIC designer. AIM-listed. Sub-£50M market cap. Revenue guided at £28–30M for FY26, with a stated pipeline target of $250M+ in lifetime chip supply revenues. The semiconductor industry is bifurcating - commodity chips get commoditised, custom silicon commands premium margins. Ensilica is on the right side of that split. Recently added to the UK CHERI cybersecurity chip collective alongside DSIT.\n\nTOWA (TYO: 6315)\nJapanese semiconductor packaging equipment. While everyone watches $ASML, fewer people are watching the companies enabling advanced packaging at scale. TOWA makes compression molding and singulation equipment - critical infrastructure for AI chip packaging. Overlooked by most Western investors.\n\nDYOR, NFA. Fire away with questions 👇", "reply_text": null, "parent_text": null, "quoted_text": "3 stocks I'm not touching right now:\n\n$RGTI - $6.5B market cap. $7.09M in FY25 revenue, down 34% YoY. Quarterly opex runs ~12× quarterly revenue. The quantum technology is real. This valuation prices in a future you can't buy yet.\n\n$OKLO - $11.5B market cap. Zero revenue. 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{"unit_id": "orig:2069062423487586776", "ticker_idx": 0, "ts": "2026-06-22T14:18:17+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the biggest companies in the world will soon own part of a $3 billion company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: Amazon's warrant just went in the money and Amazon will soon own ~5% of Ouster, validating ongoing lidar purchasing relationship.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST x $AMZN \n\n$AMZN's warrant on $OUST just went in the money at $50.57. \n\nSubject to vesting, $AMZN will soon own 5% of $OUST.\n\nThe warrant only vests if Amazon keeps buying Ouster lidar.\n\n76% vested - ~$76M of the $100M purchase threshold hit. Every dollar of lidar spend earns $AMZN equity at a fixed price.\n\n$OUST just crossed it.\n\nAmazon hasn't exercised yet. But they've earned the right to nearly 5% of the company - at a price the market just passed.\n\nOne of the biggest companies in the world will soon own part of a $3 billion company.\n$OUST $AMZN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02328021399427438, "ret_signed_m1d": -0.02328021399427438, "alpha_spy_m1d": -0.026437128433874135, "alpha_c_m1d": -0.018398671912335463, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052852358255755294, "ret_signed_p1d": -0.052852358255755294, "alpha_spy_p1d": -0.03833040424526368, "alpha_c_p1d": -0.011426432115126062, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5759, -0.595, -0.6296, -0.6512, -0.6147, -0.6095, -0.5912, -0.5912, -0.595, -0.5946, -0.5751, -0.5799, -0.5661, -0.5411, -0.5088, -0.4874, -0.4931, -0.4912, -0.4308, -0.4209, -0.4178, -0.4461, -0.4081, -0.4354, -0.452, -0.4643, -0.4346, -0.4453, -0.4096, -0.4002, -0.3835, -0.4859, -0.4715, -0.4379, -0.4316, -0.2833, -0.2689, -0.2689, -0.3553, -0.3767, -0.3526, -0.2641, -0.2234, -0.2234, -0.1044, -0.0724, -0.1122, -0.0342, -0.0577, -0.0346, -0.078, -0.0124, -0.1678, -0.1426, -0.1921, -0.1948, -0.1693, -0.1653, -0.0524, -0.1038, -0.146, -0.0233, -0.0233, 0.0, -0.0529, -0.1462, -0.1229, -0.1187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031090142262522334", "ticker_idx": 0, "ts": "2026-03-09T19:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Highest upside if backlog confirms", "tweet_type": "prediction", "timeline": "months", "summary": "Ranked conviction longs into earnings season: ONDS, RKLB, AMPX, AVAV, PL — defense/space/drone economy plays with varying risk profiles.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "My conviction ranking heading into earnings season:  \n\n1. $ONDS — Autonomous defense grid. 7 subsidiaries. Revenue inflection point. Earnings March. Highest upside if backlog confirms.  \n2. $RKLB — Backlog crossed $1B+. Not a launch company anymore — it's space infrastructure. Most de-risked thesis I hold.  \n3. $AMPX — Highest energy-density battery on the planet (520 Wh/kg). Drone economy pick-and-shovel play. Early stage but enormous TAM.  \n4. $AVAV — Switchblade demand is real, but margins are compressing. Earnings tomorrow will tell us if the thesis holds or breaks.  \n5. $PL — ISR data layer for autonomous warfare. 150+ satellites. Underappreciated in the drone economy framework.  \n\nDisagree? Tell me where I'm wrong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011316836795815188, "ret_signed_m1d": 0.011316836795815188, "alpha_spy_m1d": 0.020000727767353066, "alpha_c_m1d": 0.020000727767353066, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02983538620227577, "ret_signed_p1d": 0.02983538620227577, "alpha_spy_p1d": 0.03144240177876545, "alpha_c_p1d": 0.03144240177876545, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.08333327609979402, "ret_signed_p1w": 0.08333327609979402, "alpha_spy_p1w": 0.09695608935226274, "alpha_c_p1w": 0.09695608935226274, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.01954737951007235, "ret_signed_p1m": -0.01954737951007235, "alpha_spy_p1m": 0.005884519495819696, "alpha_c_p1m": 0.005884519495819696, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.2314814751221994, "ret_signed_p3m": 0.2314814751221994, "alpha_spy_p3m": 0.11222561271327369, "alpha_c_p3m": 0.11222561271327369, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01954737951007235, "alpha_spy_stated": 0.005884519495819696, "alpha_c_stated": 0.005884519495819696, "price_path": [-0.1435, -0.072, -0.0998, -0.2088, -0.1677, -0.2418, -0.1975, -0.0514, -0.0463, -0.0782, -0.0607, -0.0607, -0.1276, -0.1296, -0.0751, 0.0041, 0.0041, 0.1337, 0.2891, 0.321, 0.2531, 0.4414, 0.4084, 0.357, 0.429, 0.3951, 0.3189, 0.251, 0.251, 0.3508, 0.2912, 0.2984, 0.2521, 0.1481, 0.2613, 0.2623, 0.1595, 0.0658, 0.0947, 0.1708, -0.0041, -0.1276, -0.0031, 0.0638, -0.0041, -0.0504, -0.0772, -0.0422, -0.0422, 0.034, 0.1389, 0.1718, 0.0319, 0.0484, 0.07, 0.0597, 0.0751, 0.037, 0.0977, 0.0309, 0.0813, 0.0792, 0.0113, 0.0, 0.0298, 0.0113, 0.0628, 0.0453, 0.0833, 0.1605, 0.1142, 0.106, 0.035, 0.1214, 0.0988, 0.0607, -0.0288, -0.0947, -0.1615, -0.07, -0.0936, -0.0123, -0.0123, -0.0206, -0.0195, -0.0278, -0.0597, -0.0607, -0.0257, -0.0329, 0.0319, 0.0494, 0.0288, 0.1039, 0.1183, 0.1379, 0.0844, 0.0854, 0.1265, 0.0782, -0.0237, 0.0329, 0.0617, 0.001, -0.0401, -0.0391, -0.0854, -0.0679, -0.0309, -0.07, -0.0885, 0.1533, 0.0926, -0.0021, -0.0612, -0.037, -0.0556, -0.0679, -0.0679, 0.0051, 0.1111, 0.3632, 0.3601, 0.3848, 0.3971, 0.1944, 0.2315, 0.073, 0.0597, -0.0072, -0.0422, 0.0113, -0.0401, -0.0216, -0.0525, -0.0617, -0.0463, -0.0463, -0.0854, -0.1224, -0.2099, -0.2104, -0.1944, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031090142262522334", "ticker_idx": 1, "ts": "2026-03-09T19:30:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Most de-risked thesis I hold", "tweet_type": "prediction", "timeline": "months", "summary": "Ranked conviction longs into earnings season: ONDS, RKLB, AMPX, AVAV, PL — defense/space/drone economy plays with varying risk profiles.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "My conviction ranking heading into earnings season:  \n\n1. $ONDS — Autonomous defense grid. 7 subsidiaries. Revenue inflection point. Earnings March. Highest upside if backlog confirms.  \n2. $RKLB — Backlog crossed $1B+. Not a launch company anymore — it's space infrastructure. Most de-risked thesis I hold.  \n3. $AMPX — Highest energy-density battery on the planet (520 Wh/kg). Drone economy pick-and-shovel play. Early stage but enormous TAM.  \n4. $AVAV — Switchblade demand is real, but margins are compressing. Earnings tomorrow will tell us if the thesis holds or breaks.  \n5. $PL — ISR data layer for autonomous warfare. 150+ satellites. Underappreciated in the drone economy framework.  \n\nDisagree? Tell me where I'm wrong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019166237860132163, "ret_signed_m1d": -0.019166237860132163, "alpha_spy_m1d": -0.010482346888594285, "alpha_c_m1d": -0.013316229658347445, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.005850008201784718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03567435551205056, "ret_signed_p1d": -0.03567435551205056, "alpha_spy_p1d": -0.03406733993556088, "alpha_c_p1d": -0.030292405396848632, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.005381950115201928, "ret_p1w": -0.0023783686395609793, "ret_signed_p1w": -0.0023783686395609793, "alpha_spy_p1w": 0.011244444612907745, "alpha_c_p1w": 0.026169674974551027, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.028548043614112006, "ret_p1m": -0.07218807246472869, "ret_signed_p1m": -0.07218807246472869, "alpha_spy_p1m": -0.04675617345883665, "alpha_c_p1m": -0.03592747968926269, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.036260592775466005, "ret_p3m": 0.6780916524202567, "ret_signed_p3m": 0.6780916524202567, "alpha_spy_p3m": 0.558835790011331, "alpha_c_p3m": 0.6446588806728746, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.03343277174738213, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07218807246472869, "alpha_spy_stated": -0.04675617345883665, "alpha_c_stated": -0.03592747968926269, "price_path": [-0.1953, -0.1112, -0.1398, -0.2248, -0.2237, -0.2451, -0.1617, -0.0134, 0.0849, 0.0797, 0.0797, 0.0797, -0.0116, -0.019, -0.0144, -0.0241, -0.0241, 0.0631, 0.0932, 0.2036, 0.1763, 0.1623, 0.187, 0.2297, 0.2112, 0.2843, 0.2697, 0.3472, 0.3472, 0.2473, 0.2286, 0.2308, 0.2437, 0.1259, 0.2171, 0.2391, 0.1987, 0.1202, 0.0374, 0.137, 0.0228, -0.0722, 0.0118, 0.061, 0.0077, -0.026, -0.0765, -0.0565, -0.0565, -0.0222, 0.0411, 0.0713, -0.0087, -0.0178, -0.0211, -0.0179, 0.0164, -0.0333, -0.0071, -0.0189, 0.006, -0.0207, -0.0192, 0.0, -0.0357, 0.0067, -0.0435, -0.0429, -0.0024, 0.0995, -0.028, 0.0063, -0.0595, -0.0487, -0.0757, 0.0196, -0.0775, -0.1476, -0.1973, -0.1016, -0.0834, -0.0525, -0.0525, -0.0533, -0.0722, -0.0336, -0.0663, -0.048, -0.012, 0.0104, 0.0297, 0.1602, 0.1863, 0.2515, 0.2121, 0.2597, 0.1835, 0.1147, 0.1512, 0.0995, 0.0775, 0.1543, 0.1025, 0.1235, 0.1018, 0.1842, 0.0993, 0.4755, 0.6417, 0.6447, 0.7368, 0.8544, 0.7455, 0.8349, 0.7811, 0.8786, 0.755, 0.8993, 0.8993, 1.0034, 1.1017, 1.0709, 1.0073, 0.7122, 0.7252, 0.6046, 0.6781, 0.54, 0.59, 0.5141, 0.4696, 0.6058, 0.4324, 0.5284, 0.4638, 0.5106, 0.5003, 0.5003, 0.403, 0.3307, 0.1949, 0.1288, 0.1827, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031090142262522334", "ticker_idx": 2, "ts": "2026-03-09T19:30:00+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Highest energy-density battery on the planet (520 Wh/kg). Drone economy pick-and-shovel play. Early stage but enormous TAM", "tweet_type": "prediction", "timeline": "months", "summary": "Ranked conviction longs into earnings season: ONDS, RKLB, AMPX, AVAV, PL — defense/space/drone economy plays with varying risk profiles.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "My conviction ranking heading into earnings season:  \n\n1. $ONDS — Autonomous defense grid. 7 subsidiaries. Revenue inflection point. Earnings March. Highest upside if backlog confirms.  \n2. $RKLB — Backlog crossed $1B+. Not a launch company anymore — it's space infrastructure. Most de-risked thesis I hold.  \n3. $AMPX — Highest energy-density battery on the planet (520 Wh/kg). Drone economy pick-and-shovel play. Early stage but enormous TAM.  \n4. $AVAV — Switchblade demand is real, but margins are compressing. Earnings tomorrow will tell us if the thesis holds or breaks.  \n5. $PL — ISR data layer for autonomous warfare. 150+ satellites. Underappreciated in the drone economy framework.  \n\nDisagree? Tell me where I'm wrong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07844240651865486, "ret_signed_m1d": -0.07844240651865486, "alpha_spy_m1d": -0.06975851554711698, "alpha_c_m1d": -0.07259239831687014, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.005850008201784718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015801393763852367, "ret_signed_p1d": 0.015801393763852367, "alpha_spy_p1d": 0.017408409340342046, "alpha_c_p1d": 0.021183343879054295, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.005381950115201928, "ret_p1w": 0.05474047733015963, "ret_signed_p1w": 0.05474047733015963, "alpha_spy_p1w": 0.06836329058262836, "alpha_c_p1w": 0.08328852094427164, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.028548043614112006, "ret_p1m": -0.05756199717492805, "ret_signed_p1m": -0.05756199717492805, "alpha_spy_p1m": -0.032130098169036, "alpha_c_p1m": -0.021301404399462043, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.036260592775466005, "ret_p3m": 0.27200913030173246, "ret_signed_p3m": 0.27200913030173246, "alpha_spy_p3m": 0.15275326789280674, "alpha_c_p3m": 0.23857635855435033, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.03343277174738213, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05756199717492805, "alpha_spy_stated": -0.032130098169036, "alpha_c_stated": -0.021301404399462043, "price_path": [-0.377, -0.3544, -0.3843, -0.4328, -0.4199, -0.5045, -0.4836, -0.4723, -0.4881, -0.5079, -0.5186, -0.5186, -0.5333, -0.553, -0.5581, -0.5547, -0.5547, -0.5068, -0.4802, -0.4814, -0.4977, -0.4786, -0.465, -0.4351, -0.4543, -0.4153, -0.4272, -0.3792, -0.3792, -0.3696, -0.364, -0.3256, -0.3696, -0.3849, -0.3465, -0.3239, -0.2336, -0.298, -0.2579, -0.1716, -0.3002, -0.4029, -0.3093, -0.2951, -0.3482, -0.373, -0.4249, -0.4374, -0.4374, -0.4486, -0.4407, -0.4159, -0.4628, -0.4244, -0.3905, -0.3758, -0.3499, -0.3945, -0.3459, -0.3437, -0.2918, -0.1597, -0.0784, 0.0, 0.0158, 0.0491, 0.0322, 0.013, 0.0547, 0.0937, 0.0666, 0.0784, 0.0271, 0.0542, 0.0023, 0.0119, -0.0316, -0.0903, -0.1693, -0.0485, -0.1242, -0.0971, -0.0971, -0.009, -0.0576, -0.0451, -0.0886, -0.0282, 0.0378, 0.0096, 0.0327, 0.0796, 0.0536, 0.1067, 0.2094, 0.2805, 0.2263, 0.1659, 0.2088, 0.1112, 0.1479, 0.1885, 0.1778, 0.1501, 0.2077, 0.2523, -0.0909, -0.0576, -0.0023, 0.0626, -0.0113, 0.0085, -0.0491, -0.1044, -0.1264, -0.1495, -0.1366, -0.0954, -0.0954, 0.0062, -0.0316, 0.1766, 0.1445, 0.2274, 0.2929, 0.2269, 0.272, 0.1112, 0.0626, -0.0169, -0.0728, -0.035, -0.0796, -0.0508, -0.1258, -0.1535, -0.0875, -0.0875, -0.1168, -0.2032, -0.2935, -0.2912, -0.2714, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031090142262522334", "ticker_idx": 3, "ts": "2026-03-09T19:30:00+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Switchblade demand is real, but margins are compressing. Earnings tomorrow will tell us if the thesis holds or breaks", "tweet_type": "prediction", "timeline": "months", "summary": "Ranked conviction longs into earnings season: ONDS, RKLB, AMPX, AVAV, PL — defense/space/drone economy plays with varying risk profiles.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "My conviction ranking heading into earnings season:  \n\n1. $ONDS — Autonomous defense grid. 7 subsidiaries. Revenue inflection point. Earnings March. Highest upside if backlog confirms.  \n2. $RKLB — Backlog crossed $1B+. Not a launch company anymore — it's space infrastructure. Most de-risked thesis I hold.  \n3. $AMPX — Highest energy-density battery on the planet (520 Wh/kg). Drone economy pick-and-shovel play. Early stage but enormous TAM.  \n4. $AVAV — Switchblade demand is real, but margins are compressing. Earnings tomorrow will tell us if the thesis holds or breaks.  \n5. $PL — ISR data layer for autonomous warfare. 150+ satellites. Underappreciated in the drone economy framework.  \n\nDisagree? Tell me where I'm wrong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011043204011472518, "ret_signed_m1d": 0.011043204011472518, "alpha_spy_m1d": 0.019727094983010396, "alpha_c_m1d": 0.016893212213257236, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.005850008201784718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025166026357848703, "ret_signed_p1d": -0.025166026357848703, "alpha_spy_p1d": -0.023559010781359024, "alpha_c_p1d": -0.019784076242646775, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.005381950115201928, "ret_p1w": -0.06779879826878632, "ret_signed_p1w": -0.06779879826878632, "alpha_spy_p1w": -0.054175985016317596, "alpha_c_p1w": -0.039250754654674314, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.028548043614112006, "ret_p1m": -0.1779224267550914, "ret_signed_p1m": -0.1779224267550914, "alpha_spy_p1m": -0.15249052774919936, "alpha_c_p1m": -0.1416618339796254, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.036260592775466005, "ret_p3m": -0.10070834645514937, "ret_signed_p3m": -0.10070834645514937, "alpha_spy_p3m": -0.21996420886407508, "alpha_c_p3m": -0.1341411182025315, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.03343277174738213, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1779224267550914, "alpha_spy_stated": -0.15249052774919936, "alpha_c_stated": -0.1416618339796254, "price_path": [0.079, 0.0988, 0.0515, 0.0353, 0.0324, 0.008, 0.015, 0.0692, 0.1236, 0.149, 0.147, 0.147, 0.1219, 0.0962, 0.0735, 0.0642, 0.0642, 0.1272, 0.3085, 0.3948, 0.4012, 0.5177, 0.6058, 0.6309, 0.6009, 0.6798, 0.6656, 0.7285, 0.7285, 0.4558, 0.4063, 0.3732, 0.354, 0.3316, 0.362, 0.3504, 0.2901, 0.2248, 0.1879, 0.2557, 0.132, 0.0422, 0.1316, 0.207, 0.1583, 0.071, 0.0344, 0.0729, 0.0729, 0.1571, 0.1679, 0.2393, 0.1643, 0.1498, 0.1538, 0.1229, 0.1422, 0.1098, -0.0835, 0.0044, -0.0036, -0.0296, 0.011, 0.0, -0.0252, -0.0861, -0.0678, -0.089, -0.0678, -0.021, -0.0503, -0.0701, -0.1301, -0.0925, -0.1369, -0.1244, -0.1381, -0.1886, -0.2214, -0.1946, -0.1927, -0.1889, -0.1889, -0.1673, -0.1779, -0.1775, -0.2182, -0.2093, -0.1447, -0.1442, -0.127, -0.1113, -0.1578, -0.1323, -0.0758, -0.0756, -0.1117, -0.1364, -0.1388, -0.1538, -0.1927, -0.142, -0.1862, -0.2069, -0.2666, -0.2328, -0.2601, -0.2596, -0.2677, -0.2571, -0.2917, -0.2729, -0.3049, -0.2894, -0.295, -0.279, -0.2825, -0.2334, -0.2334, -0.1981, -0.2024, -0.0568, -0.0882, -0.1021, -0.1009, -0.1576, -0.1007, -0.182, -0.1875, -0.2234, -0.2392, -0.1918, -0.2495, -0.2435, -0.2665, -0.2648, -0.2538, -0.2538, -0.3342, -0.3441, -0.3745, -0.3987, -0.3931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031090142262522334", "ticker_idx": 4, "ts": "2026-03-09T19:30:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ISR data layer for autonomous warfare. 150+ satellites. Underappreciated in the drone economy framework", "tweet_type": "prediction", "timeline": "months", "summary": "Ranked conviction longs into earnings season: ONDS, RKLB, AMPX, AVAV, PL — defense/space/drone economy plays with varying risk profiles.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "My conviction ranking heading into earnings season:  \n\n1. $ONDS — Autonomous defense grid. 7 subsidiaries. Revenue inflection point. Earnings March. Highest upside if backlog confirms.  \n2. $RKLB — Backlog crossed $1B+. Not a launch company anymore — it's space infrastructure. Most de-risked thesis I hold.  \n3. $AMPX — Highest energy-density battery on the planet (520 Wh/kg). Drone economy pick-and-shovel play. Early stage but enormous TAM.  \n4. $AVAV — Switchblade demand is real, but margins are compressing. Earnings tomorrow will tell us if the thesis holds or breaks.  \n5. $PL — ISR data layer for autonomous warfare. 150+ satellites. Underappreciated in the drone economy framework.  \n\nDisagree? Tell me where I'm wrong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.020913981973708418, "ret_signed_m1d": -0.020913981973708418, "alpha_spy_m1d": -0.01223009100217054, "alpha_c_m1d": -0.0150639737719237, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.005850008201784718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016266463255541264, "ret_signed_p1d": -0.016266463255541264, "alpha_spy_p1d": -0.014659447679051585, "alpha_c_p1d": -0.010884513140339336, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.005381950115201928, "ret_p1w": -0.047250167613249405, "ret_signed_p1w": -0.047250167613249405, "alpha_spy_p1w": -0.03362735436078068, "alpha_c_p1w": -0.0187021239991374, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.028548043614112006, "ret_p1m": 0.36212233093075374, "ret_signed_p1m": 0.36212233093075374, "alpha_spy_p1m": 0.3875542299366458, "alpha_c_p1m": 0.39838292370621975, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.036260592775466005, "ret_p3m": 0.6859023738882049, "ret_signed_p3m": 0.6859023738882049, "alpha_spy_p3m": 0.5666465114792791, "alpha_c_p3m": 0.6524696021408227, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.03343277174738213, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36212233093075374, "alpha_spy_stated": 0.3875542299366458, "alpha_c_stated": 0.39838292370621975, "price_path": [-0.4988, -0.3234, -0.2936, -0.3009, -0.3075, -0.3621, -0.3226, -0.2572, -0.2022, -0.1971, -0.213, -0.213, -0.2502, -0.2304, -0.2355, -0.2363, -0.2363, -0.2095, -0.1716, -0.1541, -0.1243, -0.1309, -0.1204, -0.0147, -0.0194, 0.0352, 0.0953, 0.1146, 0.1146, 0.0844, 0.0217, 0.0093, 0.0434, 0.0019, 0.0871, 0.0798, 0.0205, -0.0329, -0.115, -0.0724, -0.1569, -0.2088, -0.1379, -0.0697, -0.1174, -0.1615, -0.1751, -0.1317, -0.1317, -0.1398, -0.0806, -0.0275, -0.0744, -0.079, -0.043, -0.0461, -0.0085, -0.0651, 0.0209, -0.0201, 0.007, -0.0476, -0.0209, 0.0, -0.0163, -0.0147, -0.0329, -0.0399, -0.0473, 0.0488, -0.0391, 0.0442, 0.3102, 0.3098, 0.2328, 0.3699, 0.2548, 0.1952, 0.0802, 0.0825, 0.1894, 0.3896, 0.3896, 0.3563, 0.3621, 0.4156, 0.3257, 0.3428, 0.3292, 0.3141, 0.3327, 0.5449, 0.4903, 0.4524, 0.4729, 0.5287, 0.483, 0.3726, 0.373, 0.3567, 0.3199, 0.4318, 0.4291, 0.4926, 0.438, 0.5372, 0.3648, 0.512, 0.6204, 0.5755, 0.5778, 0.6669, 0.6119, 0.6115, 0.6108, 0.6522, 0.6452, 0.7177, 0.7177, 0.8714, 0.9551, 0.9907, 0.9806, 0.7994, 0.8625, 0.6704, 0.6859, 0.2479, 0.268, 0.2072, 0.1898, 0.3234, 0.2064, 0.1844, 0.0926, 0.093, 0.0933, 0.0933, 0.1143, 0.105, 0.0186, 0.0267, 0.0484, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053070349483278786", "ticker_idx": 0, "ts": "2026-05-09T11:11:30+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "$P supplies the data layer that keeps $NVDA GPUs from sitting idle. stock is off 22% from its 52-week high on NAND cost fears. $P responded by shifting NAND procurement to customers. the risk the market priced in is being passed through.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Pure Storage as an underappreciated AI infrastructure play; NAND cost risk priced in and passed through to customers, with strong ARR growth and cash position.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "nobody is talking about this AI infrastructure stock.\n\n$P supplies the data layer that keeps $NVDA GPUs from sitting idle.\n\nevery $1 spent on Nvidia chips needs $0.50–$1.00 in storage and networking to actually run. AI data centres are hitting rack space and power limits before they hit budget limits.\n\n$P doesn't buy SSDs like Dell or NetApp. it builds its own flash modules from raw chips. 5x the data density. 39–54% lower power per terabyte.\n\n$1.8B ARR. $1.5B cash. 17–20% revenue growth guided for FY27. next earnings May 27.\n\nstock is off 22% from its 52-week high on NAND cost fears. $P responded by shifting NAND procurement to customers. the risk the market priced in is being passed through.\n\ni wrote the full breakdown on the architecture, the moat, and the asymmetry...\n\n---\n\nCredit to @itschrisray for putting this on my radar!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10510640096968615, "ret_signed_m1d": -0.10510640096968615, "alpha_spy_m1d": -0.10283401343316978, "alpha_c_m1d": -0.09183909498514176, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04591246479244793, "ret_signed_p1d": -0.04591246479244793, "alpha_spy_p1d": -0.044397512177861365, "alpha_c_p1d": -0.0308461540276197, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.1175864102780021, "ret_signed_p1w": -0.1175864102780021, "alpha_spy_p1w": -0.11670721961679142, "alpha_c_p1w": -0.09779778711312093, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": -0.19853442941316024, "ret_signed_p1m": -0.19853442941316024, "alpha_spy_p1m": -0.19549103255550127, "alpha_c_p1m": -0.214781382690738, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19853442941316024, "alpha_spy_stated": -0.19549103255550127, "alpha_c_stated": -0.214781382690738, "price_path": [-0.1293, -0.1893, -0.1545, -0.1545, -0.1677, -0.1688, -0.1574, -0.1535, -0.2164, -0.2246, -0.1578, -0.2446, -0.2647, -0.2497, -0.2931, -0.2975, -0.3001, -0.3027, -0.2802, -0.3011, -0.2891, -0.3016, -0.2959, -0.2804, -0.2736, -0.2628, -0.2506, -0.2829, -0.262, -0.2541, -0.2504, -0.2897, -0.3247, -0.3475, -0.324, -0.3008, -0.2846, -0.2846, -0.2996, -0.2914, -0.2873, -0.3109, -0.3023, -0.2758, -0.2672, -0.257, -0.2237, -0.2332, -0.2214, -0.208, -0.2059, -0.1988, -0.1822, -0.1531, -0.1879, -0.195, -0.1819, -0.18, -0.167, -0.1455, -0.1478, -0.1293, -0.1051, 0.0, -0.0459, -0.0333, -0.0405, -0.0705, -0.1176, -0.1295, -0.1077, -0.0955, -0.0016, -0.0016, 0.0116, -0.0183, -0.1637, -0.0896, -0.0331, -0.0499, -0.0744, -0.1011, -0.1737, -0.1554, -0.1985, -0.2383, -0.2061, -0.1721, -0.1447, -0.1612, -0.168, -0.1458, -0.1458, -0.1179, -0.1715, -0.1665, -0.1792, -0.2082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2015864233544605938", "ticker_idx": 0, "ts": "2026-01-26T19:07:40+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE is my entire portfolio now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in on TE; entire portfolio allocated to this single position.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@asym_investor @3KComeback @CaesarCapitalz @BlackPantherCap Thanks for the shoutout man! \n\n$TE is my entire portfolio now", "reply_text": null, "parent_text": "@3KComeback Always trying to network with folks doing this also. I try my best to invest carefully and research thoroughly. Currently keeping up with $TE very closely. Got a thesis posted if you’re interested! \n\nI’ll also callout @CoffeeStocksGuy @CaesarCapitalz @BlackPantherCap", "quoted_text": null, "parent_author": "asym_investor", "ret_m1d": 0.04422600018347089, "ret_signed_m1d": 0.04422600018347089, "alpha_spy_m1d": 0.04927857380549705, "alpha_c_m1d": 0.045199381094361724, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0009733809108908309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12039305907894993, "ret_signed_p1d": 0.12039305907894993, "alpha_spy_p1d": 0.11640889370047902, "alpha_c_p1d": 0.11625626019478719, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.00413679888416274, "ret_p1w": 0.06388200026501356, "ret_signed_p1w": 0.06388200026501356, "alpha_spy_p1w": 0.06001333848044044, "alpha_c_p1w": 0.04471915264013848, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.01916284762487508, "ret_p1m": -0.12899264698387625, "ret_signed_p1m": -0.12899264698387625, "alpha_spy_p1m": -0.12122618178712863, "alpha_c_p1m": -0.2056443174318694, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.07665167044799315, "ret_p3m": -0.33783788216827104, "ret_signed_p3m": -0.33783788216827104, "alpha_spy_p3m": -0.3633236970160101, "alpha_c_p3m": -0.3997622089178068, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.06192432674953574, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12899264698387625, "alpha_spy_stated": -0.12122618178712863, "alpha_c_stated": -0.2056443174318694, "price_path": [-0.5577, -0.5528, -0.543, -0.5799, -0.5479, -0.4975, -0.5479, -0.5319, -0.4472, -0.4582, -0.527, -0.5713, -0.5872, -0.6093, -0.6241, -0.645, -0.6658, -0.6658, -0.6143, -0.5958, -0.5283, -0.5283, -0.4939, -0.4509, -0.4177, -0.4447, -0.3722, -0.2838, -0.2604, -0.1732, -0.2445, -0.2789, -0.3428, -0.3784, -0.3317, -0.3342, -0.2604, -0.2101, -0.1032, -0.1265, -0.1339, -0.1339, -0.1646, -0.2113, -0.2015, -0.1794, -0.1794, -0.0369, 0.0074, -0.0602, -0.1057, -0.1634, -0.1474, -0.1143, -0.0344, -0.0344, -0.0897, 0.0037, 0.0037, 0.0172, -0.0393, 0.0283, 0.0442, 0.0, 0.1204, 0.1658, 0.0909, 0.0233, 0.0639, 0.1167, -0.0504, -0.1069, 0.016, -0.0614, -0.0774, -0.1585, -0.2371, -0.2482, -0.2482, -0.2088, -0.2064, -0.2248, -0.2371, -0.2273, -0.129, -0.113, -0.1044, -0.2432, -0.1597, -0.2002, -0.1278, -0.1634, -0.1744, -0.1204, -0.0197, 0.0, -0.0491, -0.0639, -0.0516, -0.043, -0.0995, -0.0528, -0.1892, -0.1597, -0.188, -0.1794, -0.2285, -0.2924, -0.3096, -0.4607, -0.4496, -0.4853, -0.4853, -0.5025, -0.5172, -0.4877, -0.4865, -0.4238, -0.3722, -0.4029, -0.344, -0.387, -0.3821, -0.3882, -0.3747, -0.3378, -0.3378, -0.3501, -0.3477, -0.398, -0.3993, -0.4103, -0.3673, -0.3735, -0.344, -0.3526, -0.3673, -0.2432, -0.258, -0.2813, -0.3108, -0.2961, -0.3034, -0.14, -0.1548, 0.0688, 0.0713, -0.0074, -0.0074, 0.2838, 0.3464, 0.3292, 0.2973, 0.2789, 0.4791, 0.4128, 0.4324, 0.1585, 0.1216, 0.0393, -0.0504, 0.0405, 0.0442, 0.0958, 0.0602, 0.1106, 0.1486, 0.1486, 0.2776, 0.1351, 0.0479, 0.0442, 0.0086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024514316628550062", "ticker_idx": 0, "ts": "2026-02-19T16:00:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Neutron alone could double the backlog at $55M/launch. Every competitor is 2+ years behind. The earnings call guidance on Neutron will move this stock more than the numbers.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RKLB into earnings; Neutron mid-2026 timeline + $55M/launch backlog doubling potential with no real competition is the key catalyst.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB earnings in exactly 1 week and nobody is talking about the Neutron wildcard. \n\n1. Tank rupture in January shook confidence \n2. Peter Beck confirmed mid-2026 first flight still on track \n3. Neutron alone could double the backlog at $55M/launch \n4. Every competitor is 2+ years behind  \n\nThe earnings call guidance on Neutron will move this stock more than the numbers. 🚀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028205845004739216, "ret_signed_m1d": -0.028205845004739216, "alpha_spy_m1d": -0.030850163306150535, "alpha_c_m1d": -0.020833771774092513, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": -0.007372073230646703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07469314552018658, "ret_signed_p1d": -0.07469314552018658, "alpha_spy_p1d": -0.08192499480928295, "alpha_c_p1d": -0.07974031342763788, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.0050471679074513, "ret_p1w": -0.05131888497268344, "ret_signed_p1w": -0.05131888497268344, "alpha_spy_p1w": -0.05836068901128855, "alpha_c_p1w": -0.0533604731769487, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.0020415882042652544, "ret_p1m": -0.1220945188111694, "ret_signed_p1m": -0.1220945188111694, "alpha_spy_p1m": -0.07221911498742306, "alpha_c_p1m": -0.038902974518012945, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.08319154429315645, "ret_p3m": 0.6624444308509674, "ret_signed_p3m": 0.6624444308509674, "alpha_spy_p3m": 0.5875644507017317, "alpha_c_p3m": 0.7028541333271086, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": -0.040409702476141174, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1220945188111694, "alpha_spy_stated": -0.07221911498742306, "alpha_c_stated": -0.038902974518012945, "price_path": [-0.4457, -0.4437, -0.4525, -0.4525, -0.4497, -0.4728, -0.4529, -0.416, -0.3553, -0.3594, -0.3267, -0.3023, -0.2489, -0.1704, -0.197, -0.2764, -0.2754, -0.2954, -0.2176, -0.0791, 0.0127, 0.0078, 0.0078, 0.0078, -0.0774, -0.0844, -0.08, -0.0891, -0.0891, -0.0077, 0.0204, 0.1234, 0.0979, 0.0849, 0.108, 0.1478, 0.1306, 0.1987, 0.1852, 0.2575, 0.2575, 0.1643, 0.1468, 0.1489, 0.1609, 0.0509, 0.1361, 0.1566, 0.1188, 0.0456, -0.0317, 0.0612, -0.0453, -0.134, -0.0556, -0.0097, -0.0594, -0.0909, -0.138, -0.1194, -0.1194, -0.0874, -0.0282, 0.0, -0.0747, -0.0832, -0.0863, -0.0833, -0.0513, -0.0977, -0.0733, -0.0842, -0.061, -0.0859, -0.0845, -0.0666, -0.0999, -0.0603, -0.1072, -0.1067, -0.0688, 0.0262, -0.0927, -0.0607, -0.1221, -0.112, -0.1372, -0.0483, -0.1389, -0.2044, -0.2507, -0.1614, -0.1444, -0.1156, -0.1156, -0.1163, -0.134, -0.0979, -0.1285, -0.1114, -0.0778, -0.0569, -0.0389, 0.0829, 0.1073, 0.1682, 0.1314, 0.1758, 0.1047, 0.0405, 0.0746, 0.0262, 0.0057, 0.0774, 0.0291, 0.0487, 0.0285, 0.1054, 0.0261, 0.3773, 0.5324, 0.5351, 0.6212, 0.7309, 0.6293, 0.7127, 0.6624, 0.7535, 0.6382, 0.7728, 0.7728, 0.8699, 0.9617, 0.933, 0.8736, 0.5982, 0.6103, 0.4978, 0.5663, 0.4375, 0.4841, 0.4133, 0.3718, 0.4988, 0.337, 0.4266, 0.3663, 0.41, 0.4004, 0.4004, 0.3096, 0.2421, 0.1153, 0.0537, 0.1039, null, null, null, null, null, null, null, null, null, null, null, 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:2065365995523539038", "ticker_idx": 0, "ts": "2026-06-12T09:30:00+00:00", "symbol": "SMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "trading at a discount. Price: 1426p NAV: 1449.98p. One I'm super interested in right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Scottish Mortgage Trust trading below NAV with a 19% SpaceX position at a discount; author is actively interested.", "resolved_tickers": ["SMT.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Scottish Mortgage Investment Trust LSE; NAV/price discount context", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "There's a public $SPCX  proxy trading below NAV today and I haven't seen it mentioned once.\n\nScottish Mortgage ($SMT) invested £151M in SpaceX starting in 2018.\n\nThat stake is now worth £2.98B. A 19.7x ROI.\n\nIt's ~19% of the fund's NAV - and the trust is trading at a discount.\n\nPrice: 1426p\nNAV: 1449.98p\n\nOne I'm super interested in right now, it's listed on the LSE hence why many US investors can't get access to it.\n\n$SMT $SPCX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016551724137931045, "ret_signed_m1d": -0.016551724137931045, "alpha_spy_m1d": -0.011172568046047493, "alpha_c_m1d": -0.015681737909809645, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.0008699862281213999, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.01763396989375332, "alpha_c_p1d": -0.009133001013054587, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.009133001013054587, "ret_p1w": 0.0075862068965517615, "ret_signed_p1w": 0.0075862068965517615, "alpha_spy_p1w": -0.0017346717594413086, "alpha_c_p1w": -0.008070398379199428, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.01565660527575119, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1617, -0.1659, -0.1842, -0.1935, -0.1962, -0.1969, -0.1714, -0.1704, -0.1852, -0.1897, -0.1786, -0.1321, -0.1255, -0.1255, -0.1255, -0.1135, -0.0535, -0.059, -0.0614, -0.0607, -0.038, -0.0211, -0.0104, -0.0042, -0.0238, -0.0228, -0.0266, -0.0352, -0.0369, -0.0286, -0.0445, -0.0355, -0.0276, -0.0173, -0.0173, -0.0111, 0.0017, -0.0052, -0.0117, -0.0162, -0.02, -0.0083, -0.0, -0.0076, -0.0076, -0.0055, 0.0138, 0.0138, 0.0331, 0.0331, 0.0483, 0.0448, 0.0407, 0.0496, 0.0531, 0.0655, 0.0576, 0.0414, 0.0207, -0.0083, -0.0159, -0.0283, -0.0166, 0.0, 0.0, 0.0248, 0.031, 0.0186, 0.0076, -0.0052, -0.0379, -0.0303, -0.0328, -0.0269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033858827607560239", "ticker_idx": 0, "ts": "2026-03-17T10:51:46+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The customer concentration argument? Dead. Today killed it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish KRKNF: $24M in new defence orders across 10+ customers and 5 countries kills the bear case on customer concentration; Covelya acquisition adds further diversification.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "The #1 bear case against $KRKNF has been customer concentration.\n\n\"Too reliant on one or two big contracts.\"\n\"What happens when the Canadian Navy deal ends?\"\n\"Single point of failure.\"\n\nToday Kraken announced $24M in new defence orders.\n\n→ 10+ customers\n→ 5 countries\n→ 3 brand new defence clients\n→ Products spanning batteries, towed sonar AND synthetic aperture sonar\n\nThe Polish Navy just ordered another KATFISH — their second, after first selecting Kraken in 2020 for minehunting on Kormoran II-class vessels.\n\nRepeat customers + new customers + new geographies + multiple product lines.\n\nThat's not concentration. That's diversification accelerating.\n\nAnd this is BEFORE the Covelya acquisition closes — which adds an entirely new services division to the revenue base.\n\nI posted a bearish valuation take on $KRKNF months ago. I still think the valuation question is fair.\n\nBut the customer concentration argument? \n\nDead. Today killed it.\n\n$KRKNF", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04755433400589404, "ret_signed_m1d": -0.04755433400589404, "alpha_spy_m1d": -0.044930690626737935, "alpha_c_m1d": -0.04210789563743156, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.005446438368462481, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04836955708372359, "ret_signed_p1d": -0.04836955708372359, "alpha_spy_p1d": -0.034415912568466434, "alpha_c_p1d": -0.037046761832909114, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.011322795250814477, "ret_p1w": -0.0951087327994442, "ret_signed_p1w": -0.0951087327994442, "alpha_spy_p1w": -0.07151551771941311, "alpha_c_p1w": -0.07202774292576808, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023080989873676128, "ret_p1m": -0.16032612551221925, "ret_signed_p1m": -0.16032612551221925, "alpha_spy_p1m": -0.20663212308304857, "alpha_c_p1m": -0.23877595028370302, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.07844982477148377, "ret_p3m": -0.31385868218408774, "ret_signed_p3m": -0.31385868218408774, "alpha_spy_p3m": -0.42266441676855926, "alpha_c_p3m": -0.6398568368887633, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.3259981547046755, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16032612551221925, "alpha_spy_stated": -0.20663212308304857, "alpha_c_stated": -0.23877595028370302, "price_path": [-0.4293, -0.4033, -0.4063, -0.3818, -0.3793, -0.3793, -0.3546, -0.3723, -0.366, -0.3658, -0.3658, -0.3284, -0.2954, -0.302, -0.2804, -0.2188, -0.2283, -0.178, -0.1454, -0.2234, -0.2133, -0.2175, -0.2175, -0.2527, -0.2568, -0.2106, -0.1726, -0.1563, -0.1223, -0.0996, -0.1467, -0.1997, -0.1829, -0.1902, -0.2459, -0.2527, -0.1902, -0.1889, -0.1807, -0.2052, -0.2754, -0.2663, -0.2663, -0.2446, -0.1861, -0.1902, -0.178, -0.2072, -0.1427, -0.1467, -0.1223, -0.1535, -0.0841, -0.0679, -0.0933, -0.1245, -0.1658, -0.0788, 0.0272, -0.0041, -0.038, -0.0652, -0.0476, 0.0, -0.0484, -0.0897, -0.1196, -0.0841, -0.0951, -0.1143, -0.1943, -0.1889, -0.2601, -0.2133, -0.1902, -0.1834, -0.1834, -0.1603, -0.1685, -0.1739, -0.1712, -0.1929, -0.1223, -0.1535, -0.1603, -0.1196, -0.1264, -0.1291, -0.1853, -0.1454, -0.1851, -0.197, -0.1997, -0.2296, -0.2439, -0.2174, -0.2595, -0.2296, -0.2935, -0.284, -0.2867, -0.3072, -0.3098, -0.3234, -0.2948, -0.2613, -0.2799, -0.2978, -0.2682, -0.2215, -0.2428, -0.2789, -0.2789, -0.1997, -0.1916, -0.2323, -0.2579, -0.1901, -0.1739, -0.2364, -0.1971, -0.2636, -0.2813, -0.3049, -0.3383, -0.3082, -0.3139, -0.3057, -0.3193, -0.3105, -0.2459, -0.2459, -0.3024, -0.3181, -0.3298, -0.3478, -0.3735, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054818600976781772", "ticker_idx": 0, "ts": "2026-05-14T06:58:25+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 will continue to look for more opportunities to acquire $OUST. It's top of my portfolio and the position will continue to grow.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long OUST; top portfolio holding, actively adding as short interest falls and 13 consecutive quarters of revenue growth point to continued upside.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST short interest has been falling for months.\n\nIt now sits at 8.61%. Shorts aren't fighting this anymore. They're leaving.\n\nWhen short covering meets 13 consecutive quarters of revenue growth, the path of least resistance is obvious.\n\nI will continue to look for more opportunities to acquire $OUST. It's top of my portfolio and the position will continue to grow.", "reply_text": null, "parent_text": null, "quoted_text": "added more $OUST at $23.90. \n\nthe selloff continued after earnings. the business didn’t change.\n\n$49M revenue. +49% YoY. 12,600+ sensors. Stereolabs in Q2.\n\nthe EPS reaction was always the wrong read.\n\nstock up 12% today. i’m up 15% in one hour. https://t.co/PGW87UPFZy", "parent_author": null, "ret_m1d": -0.019793529240540453, "ret_signed_m1d": -0.019793529240540453, "alpha_spy_m1d": -0.011961046421841148, "alpha_c_m1d": -0.005030346310454181, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.012029343756796207, "alpha_c_p1d": 0.018050159910438568, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.006597806603825251, "ret_signed_p1w": 0.006597806603825251, "alpha_spy_p1w": 0.013882300252426316, "alpha_c_p1w": 0.011611720999271213, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": 0.1417096540509546, "ret_signed_p1m": 0.1417096540509546, "alpha_spy_p1m": 0.15029059192869398, "alpha_c_p1m": 0.11218320308224072, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1417096540509546, "alpha_spy_stated": 0.15029059192869398, "alpha_c_stated": 0.11218320308224072, "price_path": [-0.4616, -0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023085421656481834", "ticker_idx": 0, "ts": "2026-02-15T17:22:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS SO BULLISH JOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisively bullish on NBIS.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@retail_mourinho $NBIS SO BULLISH JOSE", "reply_text": null, "parent_text": "Citizens PT $175 and you panic sold at $80???? $NBIS", "quoted_text": null, "parent_author": "retail_mourinho", "ret_m1d": 0.005024666837895264, "ret_signed_m1d": 0.005024666837895264, "alpha_spy_m1d": 0.0066355507231526945, "alpha_c_m1d": 0.003451232700673046, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0015734341372222183, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04388850036938252, "ret_signed_p1d": 0.04388850036938252, "alpha_spy_p1d": 0.03885079281880577, "alpha_c_p1d": 0.04222766440410042, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.0016608359652821036, "ret_p1w": 0.05188684743815619, "ret_signed_p1w": 0.05188684743815619, "alpha_spy_p1w": 0.045296843400837394, "alpha_c_p1w": 0.03650218045555498, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.015384666982601214, "ret_p1m": 0.2157506320732967, "ret_signed_p1m": 0.2157506320732967, "alpha_spy_p1m": 0.24711915193186385, "alpha_c_p1m": 0.2222191052009238, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.006468473127627106, "ret_p3m": 1.255332342210902, "ret_signed_p3m": 1.255332342210902, "alpha_spy_p3m": 1.1698981669053645, "alpha_c_p3m": 1.237408997571676, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.017923344639225958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2157506320732967, "alpha_spy_stated": 0.24711915193186385, "alpha_c_stated": 0.2222191052009238, "price_path": [-0.1321, -0.1462, -0.0576, -0.0886, -0.029, -0.029, -0.0272, 0.027, -0.011, 0.0144, 0.0541, 0.0053, 0.0288, -0.0114, -0.0403, -0.0332, -0.1008, -0.168, -0.1699, -0.2263, -0.1992, -0.0826, -0.044, -0.0768, -0.0655, -0.0655, -0.1018, -0.1177, -0.1266, -0.1417, -0.1417, -0.0776, -0.0481, 0.0279, -0.0134, -0.0023, 0.0042, 0.1006, 0.0811, 0.0457, 0.0653, 0.115, 0.115, 0.0182, 0.0138, -0.0069, -0.031, -0.0621, 0.0036, 0.0298, -0.0268, -0.1264, -0.096, -0.0776, -0.1551, -0.2425, -0.1171, -0.0476, -0.0588, -0.0914, -0.0799, 0.005, 0.005, 0.0, 0.0439, 0.1035, 0.0041, 0.0317, 0.0519, 0.0882, 0.0755, -0.0649, -0.0668, -0.1099, 0.0027, -0.0192, -0.084, -0.0265, -0.0112, 0.1484, 0.1079, 0.1582, 0.3315, 0.1929, 0.2158, 0.2461, 0.2061, 0.1705, 0.1783, 0.1802, 0.0866, 0.0338, -0.0539, 0.064, 0.0454, 0.1159, 0.1159, 0.154, 0.2039, 0.2818, 0.398, 0.4866, 0.5849, 0.6606, 0.7101, 0.6954, 0.6114, 0.6321, 0.6053, 0.6011, 0.6107, 0.509, 0.4865, 0.3896, 0.4478, 0.4175, 0.5842, 0.8091, 0.8039, 1.0005, 0.8947, 0.8155, 0.9083, 0.8366, 1.1254, 1.2677, 1.2553, 1.0494, 1.0276, 0.967, 1.2552, 1.2023, 1.2023, 1.1335, 1.1367, 1.321, 1.3697, 1.7124, 1.6721, 1.5808, 1.6627, 1.336, 1.2354, 1.2572, 1.1707, 1.2789, 1.3827, 1.6668, 1.7184, 1.8805, 1.9398, 1.9398, 1.9082, 1.8225, 1.6626, 1.6316, 1.4641, null, null, null, null, null, null, null, null, null, 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:2027739091035373869", "ticker_idx": 0, "ts": "2026-02-28T13:34:07+00:00", "symbol": "IBRX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Real drug. Strong stock. Insiders know it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IBRX: FDA/EU-approved drug, 700% revenue growth, insider conviction despite high valuation.", "resolved_tickers": ["IBRX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$IBRX deep dive for everyone just waking up:  \n\nThe drug (ANKTIVA) → Legit. FDA approved. EU approved. 700% revenue growth.  \n\nThe stock → $10B market cap on $113M revenue. 113x price-to-sales. $351M net loss.  \n\nMy take → Real drug. Strong stock. Insiders know it.  \n\nFull breakdown below:", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/sHjKPMUpar", "parent_author": null, "ret_m1d": -0.06321837872984648, "ret_signed_m1d": -0.06321837872984648, "alpha_spy_m1d": -0.0626501787785314, "alpha_c_m1d": -0.07375261981853154, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": 0.010534241088685059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04214555537052489, "ret_signed_p1d": -0.04214555537052489, "alpha_spy_p1d": -0.033331304458039224, "alpha_c_p1d": -0.030854430836065982, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.011291124534458907, "ret_p1w": -0.19061301255771712, "ret_signed_p1w": -0.19061301255771712, "alpha_spy_p1w": -0.17879738575387671, "alpha_c_p1w": -0.16367807696512993, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.026934935592587195, "ret_p1m": -0.2653256336613431, "ret_signed_p1m": -0.2653256336613431, "alpha_spy_p1m": -0.21540592453394747, "alpha_c_p1m": -0.19393668215993365, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.07138895150140945, "ret_p3m": -0.2605363888426312, "ret_signed_p3m": -0.2605363888426312, "alpha_spy_p3m": -0.3629298462114988, "alpha_c_p3m": -0.21619323107092248, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.04434315777170872, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2653256336613431, "alpha_spy_stated": -0.21540592453394747, "alpha_c_stated": -0.19393668215993365, "price_path": [-0.7893, -0.7797, -0.7807, -0.7835, -0.7874, -0.7797, -0.7902, -0.7739, -0.7874, -0.7931, -0.7979, -0.7998, -0.8008, -0.7826, -0.7989, -0.795, -0.795, -0.795, -0.8046, -0.8103, -0.8103, -0.8103, -0.8065, -0.8008, -0.795, -0.7893, -0.7854, -0.7768, -0.7519, -0.7299, -0.7107, -0.6216, -0.4713, -0.4713, -0.3793, -0.3372, -0.2969, -0.3822, -0.4052, -0.4301, -0.4109, -0.4339, -0.4013, -0.4128, -0.3937, -0.4368, -0.4598, -0.4205, -0.3362, -0.3716, -0.3736, -0.3659, -0.4306, -0.4306, -0.4234, -0.182, -0.1753, -0.1667, -0.0584, 0.1063, -0.0862, -0.0852, -0.0632, 0.0, -0.0421, -0.1379, -0.1418, -0.1695, -0.1906, -0.2328, -0.2079, -0.251, -0.1964, -0.2136, -0.2136, -0.1801, -0.1552, -0.1887, -0.0996, -0.2898, -0.227, -0.2931, -0.2931, -0.3621, -0.2653, -0.3161, -0.3008, -0.3008, -0.3218, -0.3429, -0.3314, -0.2835, -0.3027, -0.3008, -0.272, -0.2548, -0.3056, -0.2625, -0.2146, -0.2241, -0.227, -0.2155, -0.2874, -0.3017, -0.3333, -0.3333, -0.3199, -0.319, -0.2883, -0.2739, -0.1973, -0.2567, -0.1849, -0.2232, -0.2222, -0.2193, -0.2193, -0.2366, -0.2337, -0.2567, -0.2289, -0.2586, -0.3084, -0.3084, -0.2414, -0.2443, -0.2605, -0.2797, -0.3065, -0.3075, -0.3123, -0.3017, -0.3372, -0.3132, -0.3056, -0.3314, -0.3103, -0.3199, -0.317, -0.3563, -0.3305, -0.295, -0.295, -0.3084, -0.2989, -0.2529, -0.2538, -0.1657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 0, "ts": "2026-03-02T17:02:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Defense backlog. Adding on weakness.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026349199864977857, "ret_signed_m1d": -0.026349199864977857, "alpha_spy_m1d": -0.025780999913662783, "alpha_c_m1d": -0.016511290689479985, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011836042734068797, "ret_signed_p1d": -0.011836042734068797, "alpha_spy_p1d": -0.0030217918215831308, "alpha_c_p1d": 0.007504351427080946, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.019340394161149743, "ret_p1w": 0.007186164963481678, "ret_signed_p1w": 0.007186164963481678, "alpha_spy_p1w": 0.019001791767322085, "alpha_c_p1w": 0.0516802866374062, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.044494121673924525, "ret_p1m": -0.09511060848102271, "ret_signed_p1m": -0.09511060848102271, "alpha_spy_p1m": -0.04519089935362708, "alpha_c_p1m": -0.0016754223463200102, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 1.0858108529398485, "ret_signed_p3m": 1.0858108529398485, "alpha_spy_p3m": 0.9834173955709808, "alpha_c_p3m": 1.111588613492935, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09511060848102271, "alpha_spy_stated": -0.04519089935362708, "alpha_c_stated": -0.0016754223463200102, "price_path": [-0.3699, -0.3044, -0.3088, -0.2735, -0.2471, -0.1895, -0.1048, -0.1336, -0.2192, -0.2181, -0.2397, -0.1557, -0.0063, 0.0927, 0.0875, 0.0875, 0.0875, -0.0045, -0.012, -0.0073, -0.017, -0.017, 0.0707, 0.101, 0.2122, 0.1847, 0.1706, 0.1956, 0.2386, 0.22, 0.2935, 0.2789, 0.3569, 0.3569, 0.2563, 0.2374, 0.2397, 0.2526, 0.134, 0.2259, 0.248, 0.2073, 0.1282, 0.0448, 0.1451, 0.0302, -0.0655, 0.019, 0.0686, 0.0149, -0.019, -0.0699, -0.0497, -0.0497, -0.0152, 0.0486, 0.079, -0.0015, -0.0107, -0.0141, -0.0108, 0.0237, -0.0263, 0.0, -0.0118, 0.0132, -0.0137, -0.0121, 0.0072, -0.0287, 0.0139, -0.0366, -0.0361, 0.0048, 0.1074, -0.021, 0.0135, -0.0527, -0.0418, -0.069, 0.0269, -0.0709, -0.1415, -0.1915, -0.0951, -0.0768, -0.0457, -0.0457, -0.0465, -0.0655, -0.0266, -0.0596, -0.0411, -0.0049, 0.0176, 0.0371, 0.1685, 0.1949, 0.2605, 0.2208, 0.2687, 0.1921, 0.1227, 0.1595, 0.1074, 0.0852, 0.1626, 0.1105, 0.1316, 0.1098, 0.1928, 0.1072, 0.4861, 0.6535, 0.6565, 0.7493, 0.8677, 0.7581, 0.8481, 0.7939, 0.8921, 0.7676, 0.9129, 0.9129, 1.0178, 1.1168, 1.0858, 1.0217, 0.7245, 0.7376, 0.6162, 0.6902, 0.5511, 0.6014, 0.525, 0.4802, 0.6173, 0.4427, 0.5394, 0.4743, 0.5215, 0.5111, 0.5111, 0.4131, 0.3403, 0.2035, 0.137, 0.1912, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 1, "ts": "2026-03-02T17:02:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Drone demand thesis strengthened.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.055295234148940886, "ret_signed_m1d": -0.055295234148940886, "alpha_spy_m1d": -0.05472703419762581, "alpha_c_m1d": -0.05472703419762581, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.060918426793117764, "ret_signed_p1d": -0.060918426793117764, "alpha_spy_p1d": -0.0521041758806321, "alpha_c_p1d": -0.0521041758806321, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.08903465815110889, "ret_signed_p1w": -0.08903465815110889, "alpha_spy_p1w": -0.07721903134726849, "alpha_c_p1w": -0.07721903134726849, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.15276477064535066, "ret_signed_p1m": -0.15276477064535066, "alpha_spy_p1m": -0.10284506151795503, "alpha_c_p1m": -0.10284506151795503, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": 0.24179942879645955, "ret_signed_p3m": 0.24179942879645955, "alpha_spy_p3m": 0.13940597142759192, "alpha_c_p3m": 0.13940597142759192, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15276477064535066, "alpha_spy_stated": -0.10284506151795503, "alpha_c_stated": -0.10284506151795503, "price_path": [-0.164, -0.1387, -0.15, -0.1546, -0.135, -0.2198, -0.1546, -0.1799, -0.2793, -0.2418, -0.3093, -0.269, -0.1359, -0.1312, -0.1603, -0.1443, -0.1443, -0.2052, -0.2071, -0.1575, -0.0853, -0.0853, 0.0328, 0.1743, 0.2034, 0.1415, 0.313, 0.283, 0.2362, 0.3018, 0.2709, 0.2015, 0.1396, 0.1396, 0.2306, 0.1762, 0.1828, 0.1406, 0.0459, 0.149, 0.15, 0.0562, -0.0291, -0.0028, 0.0665, -0.0928, -0.2052, -0.0918, -0.0309, -0.0928, -0.135, -0.1593, -0.1275, -0.1275, -0.0581, 0.0375, 0.0675, -0.06, -0.045, -0.0253, -0.0347, -0.0206, -0.0553, 0.0, -0.0609, -0.015, -0.0169, -0.0787, -0.089, -0.0619, -0.0787, -0.0319, -0.0478, -0.0131, 0.0572, 0.015, 0.0075, -0.0572, 0.0216, 0.0009, -0.0337, -0.1153, -0.1753, -0.2362, -0.1528, -0.1743, -0.1003, -0.1003, -0.1078, -0.1068, -0.1143, -0.1434, -0.1443, -0.1125, -0.119, -0.06, -0.044, -0.0628, 0.0056, 0.0187, 0.0366, -0.0122, -0.0112, 0.0262, -0.0178, -0.1106, -0.059, -0.0328, -0.0881, -0.1256, -0.1246, -0.1668, -0.1509, -0.1172, -0.1528, -0.1696, 0.0506, -0.0047, -0.0909, -0.1448, -0.1228, -0.1396, -0.1509, -0.1509, -0.0843, 0.0122, 0.2418, 0.239, 0.2615, 0.2727, 0.0881, 0.1218, -0.0225, -0.0347, -0.0956, -0.1275, -0.0787, -0.1256, -0.1087, -0.1368, -0.1453, -0.1312, -0.1312, -0.1668, -0.2006, -0.2802, -0.2807, -0.2662, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 2, "ts": "2026-03-02T17:02:00+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Blue-chip drone play. $186M contract. Earnings Mar 10.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.21087745358711918, "ret_signed_m1d": 0.21087745358711918, "alpha_spy_m1d": 0.21144565353843425, "alpha_c_m1d": 0.22071536276261705, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09591011436766705, "ret_signed_p1d": 0.09591011436766705, "alpha_spy_p1d": 0.10472436528015272, "alpha_c_p1d": 0.1152505085288168, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.019340394161149743, "ret_p1w": 0.09106175736826927, "ret_signed_p1w": 0.09106175736826927, "alpha_spy_p1w": 0.10287738417210968, "alpha_c_p1w": 0.1355558790421938, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.044494121673924525, "ret_p1m": -0.12130377968512629, "ret_signed_p1m": -0.12130377968512629, "alpha_spy_p1m": -0.07138407055773066, "alpha_c_p1m": -0.027868593550423593, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.02913782571053125, "ret_signed_p3m": 0.02913782571053125, "alpha_spy_p3m": -0.07325563165833637, "alpha_c_p3m": 0.05491558626361759, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12130377968512629, "alpha_spy_stated": -0.07138407055773066, "alpha_c_stated": -0.027868593550423593, "price_path": [0.3046, 0.3798, 0.3364, 0.3559, 0.3509, 0.1773, 0.1989, 0.1473, 0.1296, 0.1264, 0.0998, 0.1074, 0.1665, 0.226, 0.2536, 0.2514, 0.2514, 0.2241, 0.196, 0.1713, 0.1611, 0.1611, 0.2298, 0.4277, 0.5218, 0.5288, 0.6559, 0.7521, 0.7794, 0.7466, 0.8328, 0.8173, 0.8858, 0.8858, 0.5884, 0.5343, 0.4983, 0.4773, 0.4529, 0.486, 0.4734, 0.4075, 0.3364, 0.296, 0.3701, 0.2351, 0.1371, 0.2346, 0.317, 0.2637, 0.1685, 0.1286, 0.1707, 0.1707, 0.2624, 0.2743, 0.3521, 0.2703, 0.2545, 0.2589, 0.2251, 0.2463, 0.2109, 0.0, 0.0959, 0.0872, 0.0588, 0.1031, 0.0911, 0.0636, -0.0028, 0.0171, -0.006, 0.0171, 0.0681, 0.0361, 0.0145, -0.0509, -0.0098, -0.0583, -0.0446, -0.0596, -0.1147, -0.1505, -0.1213, -0.1191, -0.115, -0.115, -0.0915, -0.1031, -0.1026, -0.147, -0.1373, -0.0669, -0.0662, -0.0475, -0.0304, -0.0811, -0.0532, 0.0084, 0.0085, -0.0308, -0.0578, -0.0604, -0.0767, -0.1191, -0.0638, -0.1121, -0.1347, -0.1998, -0.163, -0.1927, -0.1922, -0.201, -0.1894, -0.2272, -0.2067, -0.2416, -0.2247, -0.2308, -0.2134, -0.2171, -0.1636, -0.1636, -0.1251, -0.1298, 0.0291, -0.0052, -0.0203, -0.0191, -0.0809, -0.0188, -0.1075, -0.1135, -0.1527, -0.1699, -0.1182, -0.1812, -0.1746, -0.1997, -0.1978, -0.1858, -0.1858, -0.2736, -0.2844, -0.3175, -0.3439, -0.3378, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 3, "ts": "2026-03-02T17:02:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI infrastructure selling with tech broadly.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0019778079436405527, "ret_signed_m1d": 0.0019778079436405527, "alpha_spy_m1d": 0.0025460078949556264, "alpha_c_m1d": 0.00045069460190938493, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": 0.0015271133417311678, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04625864174984662, "ret_signed_p1d": -0.04625864174984662, "alpha_spy_p1d": -0.03744439083736095, "alpha_c_p1d": -0.04702210076670654, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": 0.0007634590168599242, "ret_p1w": 0.04318207024424714, "ret_signed_p1w": 0.04318207024424714, "alpha_spy_p1w": 0.054997697048087546, "alpha_c_p1w": 0.04581215302945396, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.002630082785206822, "ret_p1m": 0.14009449182206213, "ret_signed_p1m": 0.14009449182206213, "alpha_spy_p1m": 0.19001420094945776, "alpha_c_p1m": 0.19656552474689137, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.056471032924829245, "ret_p3m": 1.4869793541932705, "ret_signed_p3m": 1.4869793541932705, "alpha_spy_p3m": 1.384585896824403, "alpha_c_p3m": 1.4940015235405504, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.00702216934727995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14009449182206213, "alpha_spy_stated": 0.19001420094945776, "alpha_c_stated": 0.19656552474689137, "price_path": [0.0869, 0.1295, 0.0772, 0.1024, 0.0593, 0.0283, 0.0359, -0.0365, -0.1084, -0.1105, -0.171, -0.142, -0.017, 0.0244, -0.0108, 0.0013, 0.0013, -0.0376, -0.0546, -0.0642, -0.0803, -0.0803, -0.0116, 0.02, 0.1014, 0.0571, 0.0691, 0.076, 0.1793, 0.1584, 0.1205, 0.1415, 0.1947, 0.1947, 0.091, 0.0864, 0.0642, 0.0383, 0.0049, 0.0754, 0.1035, 0.0429, -0.0639, -0.0313, -0.0116, -0.0947, -0.1883, -0.054, 0.0205, 0.0086, -0.0264, -0.0141, 0.0769, 0.0769, 0.0715, 0.1186, 0.1824, 0.0759, 0.1055, 0.1271, 0.166, 0.1524, 0.002, 0.0, -0.0463, 0.0744, 0.051, -0.0185, 0.0432, 0.0596, 0.2306, 0.1871, 0.2411, 0.4268, 0.2782, 0.3027, 0.3352, 0.2924, 0.2543, 0.2626, 0.2646, 0.1644, 0.1078, 0.0137, 0.1401, 0.1202, 0.1957, 0.1957, 0.2366, 0.29, 0.3735, 0.498, 0.5929, 0.6983, 0.7794, 0.8324, 0.8167, 0.7266, 0.7488, 0.7201, 0.7156, 0.726, 0.617, 0.5928, 0.489, 0.5514, 0.5188, 0.6975, 0.9385, 0.933, 1.1436, 1.0302, 0.9454, 1.0448, 0.968, 1.2774, 1.43, 1.4167, 1.196, 1.1726, 1.1077, 1.4165, 1.3599, 1.3599, 1.2861, 1.2895, 1.487, 1.5392, 1.9064, 1.8632, 1.7654, 1.8532, 1.5031, 1.3953, 1.4186, 1.326, 1.4419, 1.5531, 1.8576, 1.9129, 2.0866, 2.1501, 2.1501, 2.1163, 2.0244, 1.8531, 1.8198, 1.6404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 4, "ts": "2026-03-02T17:02:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Satellite imagery demand goes UP in conflict.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08421855725721539, "ret_signed_m1d": -0.08421855725721539, "alpha_spy_m1d": -0.08365035730590031, "alpha_c_m1d": -0.07438064808171752, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04021249426203555, "ret_signed_p1d": -0.04021249426203555, "alpha_spy_p1d": -0.03139824334954988, "alpha_c_p1d": -0.020872100100885804, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.019340394161149743, "ret_p1w": -0.02048561847586927, "ret_signed_p1w": -0.02048561847586927, "alpha_spy_p1w": -0.008669991672028865, "alpha_c_p1w": 0.024008503198055253, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.044494121673924525, "ret_p1m": 0.06031866903536787, "ret_signed_p1m": 0.06031866903536787, "alpha_spy_p1m": 0.1102383781627635, "alpha_c_p1m": 0.15375385517007056, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.9499241402025669, "ret_signed_p3m": 0.9499241402025669, "alpha_spy_p3m": 0.8475306828336993, "alpha_c_p3m": 0.9757019007556532, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06031866903536787, "alpha_spy_stated": 0.1102383781627635, "alpha_c_stated": 0.15375385517007056, "price_path": [-0.5444, -0.5091, -0.5156, -0.5087, -0.5129, -0.5091, -0.3373, -0.308, -0.3153, -0.3217, -0.3752, -0.3365, -0.2724, -0.2185, -0.2136, -0.2291, -0.2291, -0.2656, -0.2462, -0.2511, -0.2519, -0.2519, -0.2257, -0.1885, -0.1715, -0.1423, -0.1487, -0.1385, -0.0349, -0.0395, 0.014, 0.0728, 0.0918, 0.0918, 0.0622, 0.0008, -0.0114, 0.022, -0.0186, 0.0649, 0.0577, -0.0004, -0.0527, -0.1332, -0.0914, -0.1741, -0.225, -0.1555, -0.0888, -0.1354, -0.1787, -0.192, -0.1495, -0.1495, -0.1574, -0.0994, -0.0474, -0.0933, -0.0979, -0.0626, -0.0656, -0.0288, -0.0842, 0.0, -0.0402, -0.0137, -0.0671, -0.041, -0.0205, -0.0364, -0.0349, -0.0527, -0.0596, -0.0668, 0.0273, -0.0588, 0.0228, 0.2834, 0.283, 0.2075, 0.3418, 0.2291, 0.1707, 0.058, 0.0603, 0.165, 0.3612, 0.3612, 0.3285, 0.3342, 0.3866, 0.2986, 0.3153, 0.302, 0.2872, 0.3054, 0.5133, 0.4598, 0.4226, 0.4427, 0.4973, 0.4526, 0.3445, 0.3448, 0.3289, 0.2929, 0.4025, 0.3998, 0.4621, 0.4086, 0.5057, 0.3369, 0.481, 0.5873, 0.5432, 0.5455, 0.6328, 0.5789, 0.5785, 0.5778, 0.6184, 0.6115, 0.6825, 0.6825, 0.8331, 0.915, 0.9499, 0.9401, 0.7625, 0.8244, 0.6362, 0.6514, 0.2223, 0.242, 0.1825, 0.1654, 0.2963, 0.1817, 0.1601, 0.0702, 0.0706, 0.0709, 0.0709, 0.0914, 0.0823, -0.0023, 0.0057, 0.0269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 5, "ts": "2026-03-02T17:02:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Solar = domestic energy, less foreign exposure.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0994152470769325, "ret_signed_m1d": -0.0994152470769325, "alpha_spy_m1d": -0.09884704712561743, "alpha_c_m1d": -0.08957733790143463, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04824560180473103, "ret_signed_p1d": -0.04824560180473103, "alpha_spy_p1d": -0.039431350892245365, "alpha_c_p1d": -0.028905207643581288, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.019340394161149743, "ret_p1w": 0.0467835800709957, "ret_signed_p1w": 0.0467835800709957, "alpha_spy_p1w": 0.05859920687483611, "alpha_c_p1w": 0.09127770174492023, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.044494121673924525, "ret_p1m": -0.3581871683402442, "ret_signed_p1m": -0.3581871683402442, "alpha_spy_p1m": -0.3082674592128486, "alpha_c_p1m": -0.2647519822055415, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.5818712651242426, "ret_signed_p3m": 0.5818712651242426, "alpha_spy_p3m": 0.47947780775537496, "alpha_c_p3m": 0.6076490256773289, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3581871683402442, "alpha_spy_stated": -0.3082674592128486, "alpha_c_stated": -0.2647519822055415, "price_path": [-0.3392, -0.2529, -0.1477, -0.1199, -0.0161, -0.1009, -0.1418, -0.2178, -0.2602, -0.2047, -0.2076, -0.1199, -0.0599, 0.0673, 0.0395, 0.0307, 0.0307, -0.0058, -0.0614, -0.0497, -0.0234, -0.0234, 0.1462, 0.1988, 0.1184, 0.0643, -0.0044, 0.0146, 0.0541, 0.1491, 0.1491, 0.0833, 0.1944, 0.1944, 0.2105, 0.1433, 0.2237, 0.2427, 0.1901, 0.3333, 0.3874, 0.2982, 0.2178, 0.2661, 0.3289, 0.1301, 0.0629, 0.2091, 0.117, 0.098, 0.0015, -0.0921, -0.1053, -0.1053, -0.0585, -0.0556, -0.0775, -0.0921, -0.0804, 0.0365, 0.0556, 0.0658, -0.0994, 0.0, -0.0482, 0.038, -0.0044, -0.0175, 0.0468, 0.1667, 0.1901, 0.1316, 0.114, 0.1287, 0.1389, 0.0716, 0.1272, -0.0351, 0.0, -0.0336, -0.0234, -0.0819, -0.1579, -0.1784, -0.3582, -0.345, -0.3874, -0.3874, -0.4079, -0.4254, -0.3904, -0.3889, -0.3143, -0.2529, -0.2895, -0.2193, -0.2705, -0.2646, -0.2719, -0.2558, -0.212, -0.212, -0.2266, -0.2237, -0.2836, -0.2851, -0.2982, -0.2471, -0.2544, -0.2193, -0.2295, -0.2471, -0.0994, -0.117, -0.1447, -0.1798, -0.1623, -0.1711, 0.0234, 0.0058, 0.2719, 0.2749, 0.1813, 0.1813, 0.5278, 0.6023, 0.5819, 0.5439, 0.5219, 0.7602, 0.6813, 0.7047, 0.3787, 0.3348, 0.2368, 0.1301, 0.2383, 0.2427, 0.3041, 0.2617, 0.3216, 0.367, 0.367, 0.5205, 0.3509, 0.2471, 0.2427, 0.2003, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028516181754429750", "ticker_idx": 6, "ts": "2026-03-02T17:02:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Navy edge computing. Obvious catalyst.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Iran crisis watchlist: long RKLB, ONDS, AVAV, NBIS, PL, TE, OSS on defense/drone/satellite/domestic-energy catalysts; conviction unchanged or strengthened.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Day 1 of the Iran crisis. \n\nHere's how my watchlist is looking:  \n\n$RKLB — Defense backlog. Adding on weakness. \n$ONDS — Drone demand thesis strengthened. \n$AVAV — Blue-chip drone play. $186M contract. Earnings Mar 10. \n$NBIS — AI infrastructure selling with tech broadly. \n$PL — Satellite imagery demand goes UP in conflict. \n$TE — Solar = domestic energy, less foreign exposure. \n$OSS — Navy edge computing. Obvious catalyst.  \n\nConviction unchanged. If anything, the thesis is stronger.  \n\nPlan for this week dropping Wednesday. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.042898537456125485, "ret_signed_m1d": -0.042898537456125485, "alpha_spy_m1d": -0.04233033750481041, "alpha_c_m1d": -0.03730882945542091, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.005589708000704574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0388405841329823, "ret_signed_p1d": -0.0388405841329823, "alpha_spy_p1d": -0.030026333220496637, "alpha_c_p1d": -0.02422116231747873, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.014619421815503575, "ret_p1w": 0.03188401374264038, "ret_signed_p1w": 0.03188401374264038, "alpha_spy_p1w": 0.04369964054648079, "alpha_c_p1w": 0.030307390084998387, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": 0.0015766236576419956, "ret_p1m": -0.12231882067694178, "ret_signed_p1m": -0.12231882067694178, "alpha_spy_p1m": -0.07239911154954615, "alpha_c_p1m": -0.07591809474824052, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04640072592870126, "ret_p3m": 1.076521721439085, "ret_signed_p3m": 1.076521721439085, "alpha_spy_p3m": 0.9741282640702174, "alpha_c_p3m": 0.7358141492279566, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.34070757221112835, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12231882067694178, "alpha_spy_stated": -0.07239911154954615, "alpha_c_stated": -0.07591809474824052, "price_path": [-0.2846, -0.2394, -0.1907, -0.1455, -0.1223, -0.1038, -0.091, -0.1223, -0.2058, -0.1907, -0.2139, -0.1687, -0.1478, -0.1583, -0.1409, -0.1617, -0.1617, -0.1664, -0.1745, -0.171, -0.1675, -0.1675, -0.2116, -0.2, -0.2533, -0.0875, 0.0191, -0.0643, 0.2116, 0.3101, 0.3554, 0.258, 0.2359, 0.2359, 0.2499, 0.353, 0.3148, 0.229, 0.1733, 0.2186, 0.2012, 0.2313, 0.1467, 0.1072, 0.1061, 0.0388, -0.0667, 0.0713, 0.1188, 0.1038, 0.0957, -0.0087, 0.0087, 0.0087, -0.04, -0.0319, 0.222, 0.127, 0.0516, 0.0667, 0.0493, 0.0586, -0.0429, 0.0, -0.0388, -0.0272, -0.0168, -0.0249, 0.0319, 0.0933, 0.149, 0.1768, 0.1687, 0.1838, 0.2394, 0.3032, 0.1907, 0.0226, 0.0678, 0.0481, 0.0528, -0.0099, -0.1113, -0.1641, -0.1223, -0.1583, -0.1142, -0.1142, -0.1049, -0.1165, -0.0759, -0.0922, -0.0957, 0.0272, 0.0157, 0.1397, 0.1316, 0.1501, 0.1733, 0.1513, 0.2058, 0.1339, 0.1258, 0.1536, 0.0748, 0.0191, 0.1003, 0.1629, 0.1316, 0.1328, 0.7774, 0.7507, 0.818, 0.8458, 0.8029, 0.8388, 0.9988, 0.9096, 0.8539, 0.7867, 0.8191, 0.9142, 1.0672, 1.0672, 1.022, 1.0359, 1.0765, 1.1078, 1.1983, 1.313, 1.2052, 1.1913, 0.9583, 0.9119, 0.8214, 0.8272, 0.9525, 0.9304, 0.9977, 1.0916, 1.1078, 1.138, 1.138, 1.109, 0.9733, 0.8678, 0.8783, 0.8829, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054898269478867344", "ticker_idx": 0, "ts": "2026-05-14T12:15:00+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 published the $OUST report before the market understood what was being built. Since publication: +29%. NVIDIA doesn't qualify the same sensor twice by accident. They've chosen their supplier.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST as NVIDIA's chosen lidar supplier after dual qualification on Jetson and DRIVE Hyperion platforms; report still live.", "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": "I published the $OUST report before the market understood what was being built.\n\nSince publication: +29%.\n\nWhat drove it wasn't one NVIDIA announcement. It was two.\n\nMay 5: Rev8 qualified on NVIDIA Jetson - the edge AI and robotics platform. \nMay 12: Rev8 qualified on NVIDIA DRIVE Hyperion - autonomous vehicles.\n\nTwo separate qualification programs. Two of the largest addressable markets in hardware.\n\nNVIDIA doesn't qualify the same sensor twice by accident. They've chosen their supplier.\n\nThe report is still live. $OUST $NVDA", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": -0.019793529240540453, "ret_signed_m1d": -0.019793529240540453, "alpha_spy_m1d": -0.011961046421841148, "alpha_c_m1d": -0.005030346310454181, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.012029343756796207, "alpha_c_p1d": 0.018050159910438568, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.006597806603825251, "ret_signed_p1w": 0.006597806603825251, "alpha_spy_p1w": 0.013882300252426316, "alpha_c_p1w": 0.011611720999271213, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": 0.1417096540509546, "ret_signed_p1m": 0.1417096540509546, "alpha_spy_p1m": 0.15029059192869398, "alpha_c_p1m": 0.11218320308224072, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1417096540509546, "alpha_spy_stated": 0.15029059192869398, "alpha_c_stated": 0.11218320308224072, "price_path": [-0.4616, -0.4664, -0.4667, -0.4527, -0.4659, -0.4819, -0.465, -0.432, -0.4369, -0.4564, -0.4191, -0.3769, -0.358, -0.3924, -0.4185, -0.4105, -0.3583, -0.29, -0.3528, -0.3841, -0.389, -0.3864, -0.405, -0.3959, -0.4248, -0.3924, -0.4099, -0.42, -0.4461, -0.4934, -0.5229, -0.473, -0.4659, -0.4409, -0.4409, -0.4461, -0.4455, -0.4188, -0.4254, -0.4065, -0.3723, -0.3282, -0.2989, -0.3067, -0.3041, -0.2215, -0.208, -0.2037, -0.2424, -0.1905, -0.2278, -0.2504, -0.2674, -0.2266, -0.2413, -0.1925, -0.1796, -0.1568, -0.2969, -0.2771, -0.2312, -0.2226, -0.0198, 0.0, 0.0, -0.1182, -0.1474, -0.1145, 0.0066, 0.0622, 0.0622, 0.2249, 0.2688, 0.2143, 0.321, 0.2889, 0.3204, 0.261, 0.3508, 0.1383, 0.1727, 0.105, 0.1013, 0.1363, 0.1417, 0.296, 0.2258, 0.1681, 0.3359, 0.3359, 0.3678, 0.2955, 0.1678, 0.1997, 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, null, null, null, null, null, null, null]}
{"unit_id": "thread:2055595136428413223", "ticker_idx": 0, "ts": "2026-05-16T10:24:06+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market has one DRAM trade: buy $MU and $000660 and wait for margin expansion", "tweet_type": "analysis", "timeline": "months", "summary": "Edge in DRAM supply chain tiers 2–4 (Hanmi, Soulbrain, Wonik IPS) vs crowded tier-1 plays MU/Hynix; mispricing closes as zero analyst coverage is discovered.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The DRAM supply chain has 6 tiers.\n\nThe market is pricing tier 1. The edge is in tiers 2–4.\n\nA thread on where the mispricing actually lives. ���� https://t.co/P9ypTBzNm7\n\n---\n\nTier 1: Memory\n\nSK Hynix ($000660) supplies ~60% of the global HBM market, almost entirely to $NVDA. Sold out through 2026.\n\n$MU is catching up. Samsung is third - still failing HBM quality checks at NVIDIA.\n\nEveryone knows this tier. The edge isn't here. https://t.co/g5EAdqw0G5\n\n---\n\nTier 2: TC Bonding\nHBM requires thermal compression bonding - stacking memory dies under extreme heat and pressure with sub-micron precision.\n\nHanmi Semiconductor ($042700) holds 71.2% of the global TC bonder market and 90%+ of HBM3E 12-layer equipment.\n\nThis is invisible to most Western investors.\n\n---\n\nTier 3: Process Chemicals\nDRAM fabrication requires ultra-high purity etchants and CVD/ALD precursors at tolerances almost no supplier can hit.\n\nSoulbrain Co. ($357780) is one of Korea's dominant semiconductor chemical materials suppliers - etchants, CMP slurries, and deposition precursors for leading-edge DRAM nodes.\n\nSK Hynix's margins have a chemical layer that nobody prices.\n\n---\n\nTier 4: ALD/CVD Equipment\nThe machines that build the actual memory cell.\n\nWonik IPS ($240810) was first in the world to mass produce ALD systems (1998) and entered the 10nm DRAM High-K market in 2018. Now supplying SK Hynix M15X and Samsung's Pyeongtaek P4 DRAM expansions - both confirmed for 2026.\n\nNot in any Western AI infrastructure conversation.\n\n---\n\nTier 5: Western exposure\n\nMost Western investors can't access $042700, $357780, or $240810 directly.\n\n$DRAM is the only listed instrument giving portfolio-level access to the Korean memory supply chain - including the sub-tier suppliers feeding the HBM stack.\n\nIt's not perfect. But it's the only tool available.\n\n---\n\nT6: Bear Case\n\nThe bear case on this thesis:\nHanmi ($042700) is losing share at SK Hynix - who is diversifying to ASMPT for HBM4. Micron replaced Hanmi entirely with BESI for HBM4. Customer concentration is the structural risk.\n\nIf HBM yield curves improve, the packaging bottleneck loosens - and tier 2 pricing power compresses fast.\n\n---\n\nImplication\n\nThe market has one DRAM trade: buy $MU and $000660 and wait for margin expansion.\n\nTiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage.\n\nThat gap closes. Whether you're in before or after is the only question. $DRAM $042700 $357780 $240810\n\n---\n\nGoing deeper on $042700, $357780, and $240810 in this week's subscriber breakdown - entry points, risks, and what the SK Hynix diversification actually means for the tier 2 thesis.\n\nhttps://t.co/zNyxQtWr1X", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011413049423548371, "ret_signed_m1d": -0.011413049423548371, "alpha_spy_m1d": -0.012117054015070017, "alpha_c_m1d": -0.030052375283196375, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05163043902924258, "ret_signed_p1d": -0.05163043902924258, "alpha_spy_p1d": -0.044969650941749206, "alpha_c_p1d": -0.047602404607004156, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.05489131029311345, "ret_signed_p1w": 0.05489131029311345, "alpha_spy_p1w": 0.045428090183733394, "alpha_c_p1w": -0.00033066799658110213, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.29478168870488464, "ret_signed_p1m": 0.29478168870488464, "alpha_spy_p1m": 0.278969006614735, "alpha_c_p1m": 0.1669070177483829, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29478168870488464, "alpha_spy_stated": 0.278969006614735, "alpha_c_stated": 0.1669070177483829, "price_path": [-0.5226, -0.515, -0.4852, -0.4841, -0.4548, -0.4478, -0.4027, -0.4234, -0.4234, -0.4897, -0.5386, -0.4886, -0.4978, -0.5457, -0.4902, -0.481, -0.4946, -0.5054, -0.4707, -0.4728, -0.4261, -0.4495, -0.4527, -0.4929, -0.4641, -0.4592, -0.4929, -0.4929, -0.5255, -0.5614, -0.5125, -0.5489, -0.5239, -0.5185, -0.5022, -0.4386, -0.4576, -0.4418, -0.4348, -0.4005, -0.3826, -0.3723, -0.387, -0.3663, -0.3348, -0.3353, -0.3342, -0.3359, -0.2978, -0.2935, -0.2973, -0.3011, -0.3011, -0.2136, -0.2136, -0.1299, -0.1011, -0.0837, 0.0217, -0.0027, 0.0739, 0.0707, -0.0114, 0.0, -0.0516, -0.0516, 0.0543, 0.0549, 0.0549, 0.1152, 0.219, 0.2442, 0.2681, 0.2845, 0.2828, 0.2828, 0.2491, 0.1252, 0.0388, 0.204, 0.1132, 0.142, 0.1687, 0.2437, 0.2948, 0.3703, 0.4595, 0.5024, 0.5867, 0.3888, 0.4247, 0.5856, 0.453, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055595136428413223", "ticker_idx": 1, "ts": "2026-05-16T10:24:06+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market has one DRAM trade: buy $MU and $000660 and wait for margin expansion", "tweet_type": "analysis", "timeline": "months", "summary": "Edge in DRAM supply chain tiers 2–4 (Hanmi, Soulbrain, Wonik IPS) vs crowded tier-1 plays MU/Hynix; mispricing closes as zero analyst coverage is discovered.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The DRAM supply chain has 6 tiers.\n\nThe market is pricing tier 1. The edge is in tiers 2–4.\n\nA thread on where the mispricing actually lives. ���� https://t.co/P9ypTBzNm7\n\n---\n\nTier 1: Memory\n\nSK Hynix ($000660) supplies ~60% of the global HBM market, almost entirely to $NVDA. Sold out through 2026.\n\n$MU is catching up. Samsung is third - still failing HBM quality checks at NVIDIA.\n\nEveryone knows this tier. The edge isn't here. https://t.co/g5EAdqw0G5\n\n---\n\nTier 2: TC Bonding\nHBM requires thermal compression bonding - stacking memory dies under extreme heat and pressure with sub-micron precision.\n\nHanmi Semiconductor ($042700) holds 71.2% of the global TC bonder market and 90%+ of HBM3E 12-layer equipment.\n\nThis is invisible to most Western investors.\n\n---\n\nTier 3: Process Chemicals\nDRAM fabrication requires ultra-high purity etchants and CVD/ALD precursors at tolerances almost no supplier can hit.\n\nSoulbrain Co. ($357780) is one of Korea's dominant semiconductor chemical materials suppliers - etchants, CMP slurries, and deposition precursors for leading-edge DRAM nodes.\n\nSK Hynix's margins have a chemical layer that nobody prices.\n\n---\n\nTier 4: ALD/CVD Equipment\nThe machines that build the actual memory cell.\n\nWonik IPS ($240810) was first in the world to mass produce ALD systems (1998) and entered the 10nm DRAM High-K market in 2018. Now supplying SK Hynix M15X and Samsung's Pyeongtaek P4 DRAM expansions - both confirmed for 2026.\n\nNot in any Western AI infrastructure conversation.\n\n---\n\nTier 5: Western exposure\n\nMost Western investors can't access $042700, $357780, or $240810 directly.\n\n$DRAM is the only listed instrument giving portfolio-level access to the Korean memory supply chain - including the sub-tier suppliers feeding the HBM stack.\n\nIt's not perfect. But it's the only tool available.\n\n---\n\nT6: Bear Case\n\nThe bear case on this thesis:\nHanmi ($042700) is losing share at SK Hynix - who is diversifying to ASMPT for HBM4. Micron replaced Hanmi entirely with BESI for HBM4. Customer concentration is the structural risk.\n\nIf HBM yield curves improve, the packaging bottleneck loosens - and tier 2 pricing power compresses fast.\n\n---\n\nImplication\n\nThe market has one DRAM trade: buy $MU and $000660 and wait for margin expansion.\n\nTiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage.\n\nThat gap closes. Whether you're in before or after is the only question. $DRAM $042700 $357780 $240810\n\n---\n\nGoing deeper on $042700, $357780, and $240810 in this week's subscriber breakdown - entry points, risks, and what the SK Hynix diversification actually means for the tier 2 thesis.\n\nhttps://t.co/zNyxQtWr1X", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49772580138310185, "alpha_spy_stated": 0.4819131192929522, "alpha_c_stated": 0.3698511304266001, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5384, 0.7806, 0.6614, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055595136428413223", "ticker_idx": 3, "ts": "2026-05-16T10:24:06+00:00", "symbol": "357780", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage. That gap closes.", "tweet_type": "analysis", "timeline": "months", "summary": "Edge in DRAM supply chain tiers 2–4 (Hanmi, Soulbrain, Wonik IPS) vs crowded tier-1 plays MU/Hynix; mispricing closes as zero analyst coverage is discovered.", "resolved_tickers": ["357780.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "357780 likely KOSDAQ-listed; retry with .KQ suffix", "bench_c": "XLB", "bench_c_reason": "industry='Chemicals'", "bench_c_industry": "Chemicals", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The DRAM supply chain has 6 tiers.\n\nThe market is pricing tier 1. The edge is in tiers 2–4.\n\nA thread on where the mispricing actually lives. ���� https://t.co/P9ypTBzNm7\n\n---\n\nTier 1: Memory\n\nSK Hynix ($000660) supplies ~60% of the global HBM market, almost entirely to $NVDA. Sold out through 2026.\n\n$MU is catching up. Samsung is third - still failing HBM quality checks at NVIDIA.\n\nEveryone knows this tier. The edge isn't here. https://t.co/g5EAdqw0G5\n\n---\n\nTier 2: TC Bonding\nHBM requires thermal compression bonding - stacking memory dies under extreme heat and pressure with sub-micron precision.\n\nHanmi Semiconductor ($042700) holds 71.2% of the global TC bonder market and 90%+ of HBM3E 12-layer equipment.\n\nThis is invisible to most Western investors.\n\n---\n\nTier 3: Process Chemicals\nDRAM fabrication requires ultra-high purity etchants and CVD/ALD precursors at tolerances almost no supplier can hit.\n\nSoulbrain Co. ($357780) is one of Korea's dominant semiconductor chemical materials suppliers - etchants, CMP slurries, and deposition precursors for leading-edge DRAM nodes.\n\nSK Hynix's margins have a chemical layer that nobody prices.\n\n---\n\nTier 4: ALD/CVD Equipment\nThe machines that build the actual memory cell.\n\nWonik IPS ($240810) was first in the world to mass produce ALD systems (1998) and entered the 10nm DRAM High-K market in 2018. Now supplying SK Hynix M15X and Samsung's Pyeongtaek P4 DRAM expansions - both confirmed for 2026.\n\nNot in any Western AI infrastructure conversation.\n\n---\n\nTier 5: Western exposure\n\nMost Western investors can't access $042700, $357780, or $240810 directly.\n\n$DRAM is the only listed instrument giving portfolio-level access to the Korean memory supply chain - including the sub-tier suppliers feeding the HBM stack.\n\nIt's not perfect. But it's the only tool available.\n\n---\n\nT6: Bear Case\n\nThe bear case on this thesis:\nHanmi ($042700) is losing share at SK Hynix - who is diversifying to ASMPT for HBM4. Micron replaced Hanmi entirely with BESI for HBM4. Customer concentration is the structural risk.\n\nIf HBM yield curves improve, the packaging bottleneck loosens - and tier 2 pricing power compresses fast.\n\n---\n\nImplication\n\nThe market has one DRAM trade: buy $MU and $000660 and wait for margin expansion.\n\nTiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage.\n\nThat gap closes. Whether you're in before or after is the only question. $DRAM $042700 $357780 $240810\n\n---\n\nGoing deeper on $042700, $357780, and $240810 in this week's subscriber breakdown - entry points, risks, and what the SK Hynix diversification actually means for the tier 2 thesis.\n\nhttps://t.co/zNyxQtWr1X", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004901960784313708, "ret_signed_m1d": 0.004901960784313708, "alpha_spy_m1d": 0.004197956192792063, "alpha_c_m1d": 0.003309076582008963, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0015928842023047451, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01715686274509809, "ret_signed_p1d": -0.01715686274509809, "alpha_spy_p1d": -0.010496074657604715, "alpha_c_p1d": 0.0063397803574243294, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.02349664310252242, "ret_p1w": 0.052696078431372584, "ret_signed_p1w": 0.052696078431372584, "alpha_spy_p1w": 0.04323285832199253, "alpha_c_p1w": 0.05130226663248627, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.001393811798886313, "ret_p1m": -0.07230392156862742, "ret_signed_p1m": -0.07230392156862742, "alpha_spy_p1m": -0.08811660365877705, "alpha_c_p1m": -0.1220848313714451, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.049780909802817686, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07230392156862742, "alpha_spy_stated": -0.08811660365877705, "alpha_c_stated": -0.1220848313714451, "price_path": [-0.0303, 0.0245, 0.0172, 0.0002, 0.0002, -0.0145, 0.0745, 0.0854, 0.0854, 0.0732, -0.1083, 0.1585, 0.2207, 0.1439, 0.1829, 0.0769, 0.0684, 0.0513, 0.033, 0.0282, 0.072, 0.0282, 0.0428, -0.0291, 0.0404, 0.0184, -0.0376, -0.0352, -0.0613, -0.1078, -0.0294, -0.0809, -0.0772, -0.1042, -0.065, 0.0098, -0.0172, 0.0527, 0.0221, 0.0245, 0.0429, 0.0576, 0.049, 0.0637, 0.0809, 0.1373, 0.1275, 0.1495, 0.1887, 0.185, 0.174, 0.1225, 0.1225, 0.1238, 0.1238, 0.1422, 0.1667, 0.1299, 0.1434, 0.0453, 0.1667, 0.1801, 0.0049, 0.0, -0.0172, -0.0392, 0.0515, 0.0527, 0.0527, 0.1078, 0.011, -0.0086, -0.0625, -0.0564, -0.1127, -0.1127, -0.0576, -0.1103, -0.2059, -0.1605, -0.1703, -0.1299, 0.0821, 0.0466, -0.0723, -0.0025, -0.0123, -0.1029, -0.0564, -0.1777, -0.1728, -0.1495, -0.1838, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055595136428413223", "ticker_idx": 4, "ts": "2026-05-16T10:24:06+00:00", "symbol": "240810", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage. That gap closes.", "tweet_type": "analysis", "timeline": "months", "summary": "Edge in DRAM supply chain tiers 2–4 (Hanmi, Soulbrain, Wonik IPS) vs crowded tier-1 plays MU/Hynix; mispricing closes as zero analyst coverage is discovered.", "resolved_tickers": ["240810.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "Wonik IPS trades on KOSDAQ (240810.KQ), not KOSPI", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The DRAM supply chain has 6 tiers.\n\nThe market is pricing tier 1. The edge is in tiers 2–4.\n\nA thread on where the mispricing actually lives. ���� https://t.co/P9ypTBzNm7\n\n---\n\nTier 1: Memory\n\nSK Hynix ($000660) supplies ~60% of the global HBM market, almost entirely to $NVDA. Sold out through 2026.\n\n$MU is catching up. Samsung is third - still failing HBM quality checks at NVIDIA.\n\nEveryone knows this tier. The edge isn't here. https://t.co/g5EAdqw0G5\n\n---\n\nTier 2: TC Bonding\nHBM requires thermal compression bonding - stacking memory dies under extreme heat and pressure with sub-micron precision.\n\nHanmi Semiconductor ($042700) holds 71.2% of the global TC bonder market and 90%+ of HBM3E 12-layer equipment.\n\nThis is invisible to most Western investors.\n\n---\n\nTier 3: Process Chemicals\nDRAM fabrication requires ultra-high purity etchants and CVD/ALD precursors at tolerances almost no supplier can hit.\n\nSoulbrain Co. ($357780) is one of Korea's dominant semiconductor chemical materials suppliers - etchants, CMP slurries, and deposition precursors for leading-edge DRAM nodes.\n\nSK Hynix's margins have a chemical layer that nobody prices.\n\n---\n\nTier 4: ALD/CVD Equipment\nThe machines that build the actual memory cell.\n\nWonik IPS ($240810) was first in the world to mass produce ALD systems (1998) and entered the 10nm DRAM High-K market in 2018. Now supplying SK Hynix M15X and Samsung's Pyeongtaek P4 DRAM expansions - both confirmed for 2026.\n\nNot in any Western AI infrastructure conversation.\n\n---\n\nTier 5: Western exposure\n\nMost Western investors can't access $042700, $357780, or $240810 directly.\n\n$DRAM is the only listed instrument giving portfolio-level access to the Korean memory supply chain - including the sub-tier suppliers feeding the HBM stack.\n\nIt's not perfect. But it's the only tool available.\n\n---\n\nT6: Bear Case\n\nThe bear case on this thesis:\nHanmi ($042700) is losing share at SK Hynix - who is diversifying to ASMPT for HBM4. Micron replaced Hanmi entirely with BESI for HBM4. Customer concentration is the structural risk.\n\nIf HBM yield curves improve, the packaging bottleneck loosens - and tier 2 pricing power compresses fast.\n\n---\n\nImplication\n\nThe market has one DRAM trade: buy $MU and $000660 and wait for margin expansion.\n\nTiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage.\n\nThat gap closes. Whether you're in before or after is the only question. $DRAM $042700 $357780 $240810\n\n---\n\nGoing deeper on $042700, $357780, and $240810 in this week's subscriber breakdown - entry points, risks, and what the SK Hynix diversification actually means for the tier 2 thesis.\n\nhttps://t.co/zNyxQtWr1X", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012058570198105079, "ret_signed_m1d": -0.012058570198105079, "alpha_spy_m1d": -0.012762574789626724, "alpha_c_m1d": -0.030697896057753082, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0267011197243755, "ret_signed_p1d": -0.0267011197243755, "alpha_spy_p1d": -0.020040331636882125, "alpha_c_p1d": -0.022673085302137075, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.048234280792420314, "ret_signed_p1w": 0.048234280792420314, "alpha_spy_p1w": 0.03877106068304026, "alpha_c_p1w": -0.006987697497274237, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.3445305770887166, "ret_signed_p1m": 0.3445305770887166, "alpha_spy_p1m": 0.32871789499856696, "alpha_c_p1m": 0.21665590613221486, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3445305770887166, "alpha_spy_stated": 0.32871789499856696, "alpha_c_stated": 0.21665590613221486, "price_path": [-0.0594, 0.0069, 0.0276, -0.0189, 0.0034, -0.0112, 0.0896, 0.0818, 0.0818, 0.0637, -0.0741, 0.1438, 0.1869, 0.0706, 0.0844, 0.0336, 0.0637, 0.025, 0.0431, 0.0215, 0.0724, 0.0413, 0.0767, 0.0009, 0.1602, 0.1232, 0.0465, 0.0465, -0.025, -0.0689, 0.0078, -0.0586, -0.0224, -0.0336, -0.0172, 0.0457, 0.0172, 0.0517, 0.0396, 0.0508, 0.056, 0.0413, 0.0439, 0.0543, 0.0672, 0.0258, -0.025, 0.0, 0.0465, 0.0431, 0.0405, 0.0086, 0.0086, 0.0551, 0.0551, 0.1111, 0.1447, 0.1447, 0.2196, 0.0767, 0.1301, 0.0973, -0.0121, 0.0, -0.0267, -0.0362, 0.0792, 0.0482, 0.0482, 0.0508, -0.0327, -0.0672, -0.087, -0.1154, -0.1568, -0.1568, 0.0956, 0.143, -0.0965, 0.0258, 0.0052, 0.2145, 0.5788, 0.503, 0.3445, 0.3928, 0.4057, 0.3437, 0.4858, 0.2929, 0.2972, 0.3325, 0.4109, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055595136428413223", "ticker_idx": 5, "ts": "2026-05-16T10:24:06+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DRAM is the only listed instrument giving portfolio-level access to the Korean memory supply chain", "tweet_type": "analysis", "timeline": "months", "summary": "Edge in DRAM supply chain tiers 2–4 (Hanmi, Soulbrain, Wonik IPS) vs crowded tier-1 plays MU/Hynix; mispricing closes as zero analyst coverage is discovered.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "The DRAM supply chain has 6 tiers.\n\nThe market is pricing tier 1. The edge is in tiers 2–4.\n\nA thread on where the mispricing actually lives. ���� https://t.co/P9ypTBzNm7\n\n---\n\nTier 1: Memory\n\nSK Hynix ($000660) supplies ~60% of the global HBM market, almost entirely to $NVDA. Sold out through 2026.\n\n$MU is catching up. Samsung is third - still failing HBM quality checks at NVIDIA.\n\nEveryone knows this tier. The edge isn't here. https://t.co/g5EAdqw0G5\n\n---\n\nTier 2: TC Bonding\nHBM requires thermal compression bonding - stacking memory dies under extreme heat and pressure with sub-micron precision.\n\nHanmi Semiconductor ($042700) holds 71.2% of the global TC bonder market and 90%+ of HBM3E 12-layer equipment.\n\nThis is invisible to most Western investors.\n\n---\n\nTier 3: Process Chemicals\nDRAM fabrication requires ultra-high purity etchants and CVD/ALD precursors at tolerances almost no supplier can hit.\n\nSoulbrain Co. ($357780) is one of Korea's dominant semiconductor chemical materials suppliers - etchants, CMP slurries, and deposition precursors for leading-edge DRAM nodes.\n\nSK Hynix's margins have a chemical layer that nobody prices.\n\n---\n\nTier 4: ALD/CVD Equipment\nThe machines that build the actual memory cell.\n\nWonik IPS ($240810) was first in the world to mass produce ALD systems (1998) and entered the 10nm DRAM High-K market in 2018. Now supplying SK Hynix M15X and Samsung's Pyeongtaek P4 DRAM expansions - both confirmed for 2026.\n\nNot in any Western AI infrastructure conversation.\n\n---\n\nTier 5: Western exposure\n\nMost Western investors can't access $042700, $357780, or $240810 directly.\n\n$DRAM is the only listed instrument giving portfolio-level access to the Korean memory supply chain - including the sub-tier suppliers feeding the HBM stack.\n\nIt's not perfect. But it's the only tool available.\n\n---\n\nT6: Bear Case\n\nThe bear case on this thesis:\nHanmi ($042700) is losing share at SK Hynix - who is diversifying to ASMPT for HBM4. Micron replaced Hanmi entirely with BESI for HBM4. Customer concentration is the structural risk.\n\nIf HBM yield curves improve, the packaging bottleneck loosens - and tier 2 pricing power compresses fast.\n\n---\n\nImplication\n\nThe market has one DRAM trade: buy $MU and $000660 and wait for margin expansion.\n\nTiers 2–4 have identical demand exposure. Less crowding. Zero English-language analyst coverage.\n\nThat gap closes. Whether you're in before or after is the only question. $DRAM $042700 $357780 $240810\n\n---\n\nGoing deeper on $042700, $357780, and $240810 in this week's subscriber breakdown - entry points, risks, and what the SK Hynix diversification actually means for the tier 2 thesis.\n\nhttps://t.co/zNyxQtWr1X", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0360908108335547, "ret_signed_m1d": 0.0360908108335547, "alpha_spy_m1d": 0.03538680624203305, "alpha_c_m1d": 0.03538680624203305, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009124103116867621, "ret_signed_p1d": 0.009124103116867621, "alpha_spy_p1d": 0.015784891204360996, "alpha_c_p1d": 0.015784891204360996, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": 0.07096512614875983, "ret_signed_p1w": 0.07096512614875983, "alpha_spy_p1w": 0.06150190603937977, "alpha_c_p1w": 0.06150190603937977, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": 0.38118416804716126, "ret_signed_p1m": 0.38118416804716126, "alpha_spy_p1m": 0.36537148595701163, "alpha_c_p1m": 0.36537148595701163, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38118416804716126, "alpha_spy_stated": 0.36537148595701163, "alpha_c_stated": 0.36537148595701163, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.4371, -0.4371, -0.4088, -0.4031, -0.3416, -0.3435, -0.3425, -0.3197, -0.2788, -0.3011, -0.2895, -0.2784, -0.2889, -0.2918, -0.2437, -0.2628, -0.2457, -0.218, -0.2431, -0.2249, -0.2026, -0.1807, -0.1389, -0.0614, -0.013, -0.0562, 0.0706, 0.1168, 0.0401, 0.1058, 0.0906, 0.0361, 0.0, 0.0091, 0.0444, 0.1018, 0.071, 0.071, 0.2269, 0.2313, 0.2687, 0.2814, 0.3788, 0.4106, 0.4134, 0.3321, 0.1312, 0.2271, 0.2137, 0.1632, 0.3204, 0.3181, 0.441, 0.3812, 0.4183, 0.5554, 0.5554, 0.6367, 0.4035, 0.4179, 0.559, 0.4574, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014349223219605604", "ticker_idx": 0, "ts": "2026-01-22T14:47:34+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE looking bullish rn in TA... Target: The stock is magnetized to retest $8.00 - $8.15 by the close... Expect a grind back to $9.00.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long TE: reclaimed $7.50, intraday target $8.00-$8.15, medium-term target $9.00 on macro uptrend + fundamental catalysts.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE looking bullish rn in TA:\n\n1. Today (Bullish Reversal)\nWhat's Happening: The stock has reclaimed the critical $7.50 level (trading ~$7.82). This confirms the morning \"dip\" to $7.24 was a bear trap.\n\nTechnical Signal: On your 30-minute chart [File 289], the RSI has reset and is curling up, while price is breaking out of the \"morning chop.\" This is a Buy Signal.\n\nTarget: The stock is magnetized to retest $8.00 - $8.15 by the close. If it closes above $7.80, the bears lose control.\n\n2. This Week (Friday & Weekly Close)\nThe Battle: The Weekly chart [File 290] shows a long wick rejection from the highs, but crucially, it is holding the previous breakout support (~$7.00).\n\nBull Case: A weekly close tomorrow above $7.85 would print a \"hammer\" candle (or similar reversal structure), signaling that the short report panic has been absorbed.\n\nKey Level: $8.00 is the psychological barrier. Breaking it usually triggers short covering.\n\n3. Next Few Weeks (Medium-Term)\nThe Trend: The Daily chart [File 291] remains in a macro uptrend (higher lows). The recent crash to $7.00 simply retested the trendline.\n\nCatalysts: As the \"Greenland\" noise fades and TE clarifies its 45X tax credit eligibility (rebutting Culper), the focus returns to fundamentals.\n\nPrice Path: Expect a grind back to $9.00. The \"V-shape\" recovery suggests big demand at lower prices.\n\nLet's ride this!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090720430575204, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.005196365426694216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.023265838662533844, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.0587567115498, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.32894064580463933, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067768938473816, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.03880196921534651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2580645014271503, "alpha_spy_stated": -0.25871765631935073, "alpha_c_stated": -0.32894064580463933, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054559789389164773", "ticker_idx": 0, "ts": "2026-05-13T13:50:00+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Q2 clean run-rate floor is already north of 30% - before volume leverage, before mix improvement, before logistics optimisation the CFO flagged as another 3-4 points available. $AMPX didn't report a margin problem. It reported the last quarter in which the margin problem exists.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish AMPX: market mis-read one-time margin drags as structural; clean Q1 margin is 33% vs market's 25% model, Q2+ run-rate floor already above 30%.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$AMPX reported 20% gross margins. The market sold it off by 27%\n\nNobody read what the CFO said next.\n\n\"Our Q1 SiMaxx-related overhead costs were up more than $3 million. Essentially, these are fixed costs against only $618,000 of revenue. That created a material but temporary drag on the blended margin.\"\n\nTemporary. His word, not mine.\n\nThere were two one-time drags in Q1:\n→ SiMaxx phaseout: $3M+ overhead against $618k revenue. Last ever SiMaxx shipment. Done.\n→ Colorado facility: 1 month of costs. Lease terminated Jan 30. Gone.\n\nStrip both out. Run the clean SiCore-only numbers:\nClean gross profit: $9.2M Clean revenue: $27.9M Real margin: 33%\n\nThe market is modelling 25% for the year.\n\nThe Q2 clean run-rate floor is already north of 30% - before volume leverage, before mix improvement, before logistics optimisation the CFO flagged as another 3-4 points available.\n\n$AMPX didn't report a margin problem.\n\nIt reported the last quarter in which the margin problem exists.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07477165706133748, "ret_signed_m1d": 0.07477165706133748, "alpha_spy_m1d": 0.08033536682218911, "alpha_c_m1d": 0.07056697202462425, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": 0.004204685036713229, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019977190201192707, "ret_signed_p1d": 0.019977190201192707, "alpha_spy_p1d": 0.012082875296638207, "alpha_c_p1d": 0.01485104260190262, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.005126147599290087, "ret_p1w": -0.13984022254142003, "ret_signed_p1w": -0.13984022254142003, "alpha_spy_p1w": -0.13841228174136266, "alpha_c_p1w": -0.12319469163044339, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.016645530910976647, "ret_p1m": -0.023972606468045443, "ret_signed_p1m": -0.023972606468045443, "alpha_spy_p1m": -0.017843144616742745, "alpha_c_p1m": -0.032784956727075265, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.008812350259029822, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4309, -0.4309, -0.4424, -0.4344, -0.4092, -0.4566, -0.4178, -0.3836, -0.3687, -0.3425, -0.3876, -0.3385, -0.3362, -0.2837, -0.1501, -0.0679, 0.0114, 0.0274, 0.0611, 0.0439, 0.0245, 0.0668, 0.1062, 0.0788, 0.0908, 0.0388, 0.0662, 0.0137, 0.0234, -0.0205, -0.0799, -0.1598, -0.0377, -0.1142, -0.0868, -0.0868, 0.0023, -0.0468, -0.0342, -0.0782, -0.0171, 0.0497, 0.0211, 0.0445, 0.0919, 0.0656, 0.1193, 0.2232, 0.2951, 0.2403, 0.1792, 0.2226, 0.1239, 0.161, 0.2021, 0.1912, 0.1632, 0.2215, 0.2666, -0.0805, -0.0468, 0.0091, 0.0748, 0.0, 0.02, -0.0382, -0.0942, -0.1164, -0.1398, -0.1267, -0.085, -0.085, 0.0177, -0.0205, 0.1901, 0.1575, 0.2414, 0.3076, 0.2409, 0.2865, 0.1239, 0.0748, -0.0057, -0.0622, -0.024, -0.0691, -0.04, -0.1159, -0.1438, -0.0771, -0.0771, -0.1067, -0.1941, -0.2854, -0.2831, -0.2631, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2007856950986306010", "ticker_idx": 0, "ts": "2026-01-04T16:49:35+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the forecast for natural gas in 2026 is markedly different. The EIA forecasts Henry Hub natural gas prices will average $3.90 per MMBtu in 2026—a substantial increase from the record lows near $2 seen in 2024", "tweet_type": "analysis", "timeline": "quarters", "summary": "WTI faces structural oversupply glut driving prices to low-mid $50s; natural gas set to soar to ~$3.90 Henry Hub on LNG exports, data center power demand, and industrial growth.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas proxied by UNG ETF; Henry Hub context", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "The Great Energy Disconnect of 2026: 5 Surprising Truths Shaking the Oil Market\n\nIntroduction: Beyond the Headlines\n\nWhen news breaks of a US operation in Venezuela leading to the capture of President Maduro, it’s easy to assume a predictable shift in the oil landscape—after all, a country with the world's largest proven reserves suddenly under new influence must mean a flood of supply is imminent, right?\n\nThe reality of the 2026 energy market, however, is far more complex and counter-intuitive. Beneath the surface of sensational headlines, a series of powerful, often contradictory trends in supply, demand, and technology are at play. These undercurrents are creating a market that defies simple explanations and challenges the conventional wisdom held by both industry insiders and casual observers.\n\nThis disconnect between perception and reality is setting the stage for a period of significant volatility and opportunity. Here are five of the most surprising takeaways that will reshape our understanding of the global energy landscape in 2026.\n\n1. The Great Price Disconnect: A Massive Bet Against the Market\n\nA significant—and widening—gulf separates the price oil companies are banking on from the one independent forecasters actually expect. In early 2025, oil companies surveyed by the Dallas Fed anticipated 2026 prices around $70 per barrel; that expectation has since dropped to an average of 64. However, major independent forecasters project West Texas Intermediate (WTI) crude prices will land in the low- to mid-50s.\n\nThe primary driver of this downward pressure is a forecasted growing global oil surplus. Analyses from the U.S. Energy Information Administration (EIA), the International Energy Agency (IEA), and BloombergNEF all show production growth outpacing demand. The IEA projects this will create a record global oil surplus of 4.0 million barrels per day (MMbpd) in 2026.\n\nHowever, this fundamental oversupply exists in a state of high tension with persistent geopolitical risk. While the immediate crisis in Venezuela commands attention, potential flashpoints elsewhere could easily override the market's underlying bearish fundamentals. A re-escalation of conflict involving Middle Eastern suppliers or shifts impacting Russian supply could quickly inject a risk premium, leading to a sharp price spike. This defines another layer of the market disconnect: a landscape simultaneously facing a structural surplus while remaining vulnerable to sudden, geopolitically driven shocks.\n\nThis mismatch between price forecasts and producer costs would normally force a production slowdown, yet the American oil patch is playing by an entirely new set of rules.\n\n2. U.S. Oil Production Is Breaking All the Rules\n\nDespite falling prices, U.S. oil production is not just holding steady—it’s hitting record highs. Conventionally, lower prices hinder production. Yet, when oil prices dropped in early 2025, U.S. production only dipped a mere 2% before surging to a record of over 13.6 MMbpd.\n\nThis extraordinary resilience is attributed directly to improvements in drilling and fracking technology, which have fundamentally altered production economics. This technological override of traditional price signals is a core element of the 2026 energy disconnect, demonstrating that production decisions are no longer tethered to short-term market sentiment. Reading the signals from recent earnings calls reveals another counter-intuitive move: major producers are planning to maintain or even increase drilling activity in 2026. This isn't a reaction to immediate market weakness but a long-term strategy. Companies are positioning themselves for an anticipated price recovery in 2027 and beyond, choosing to invest through the downturn rather than scale back.\n\n3. Don't Bet on a Venezuelan Oil Miracle\n\nWhile the capture of President Maduro has sparked speculation, Venezuela is unlikely to provide a quick fix for global oil supply. The country sits on the world's largest proven oil reserves, estimated at 303 billion barrels, but analysts are unified in their assessment: a meaningful boost to crude output is years away. To put the challenge in perspective, after producing as much as 3.5 million barrels per day in the 1970s, the nation's output has collapsed, averaging just 1.1 million bpd last year.\n\nAny recovery is blocked by a formidable list of obstacles, including dilapidated infrastructure, pervasive security concerns, and the need for staggering amounts of capital. The consulting firm Wood Mackenzie estimates that it would require an investment of $15 billion to $20 billion just to add 500,000 barrels per day of production over the next decade.\n\nThis skepticism is reinforced by historical parallels with other U.S. interventions in oil-rich nations. As Ed Hirs, an energy fellow at the University of Houston, notes, past actions have rarely translated into tangible benefits for the U.S. or a swift recovery for the targeted country's oil sector.\n\n\"Trump now joins the history of U.S. presidents who have overthrown regimes of oil-rich countries. Bush with Iraq. Obama with Libya. In those cases, the United States has received zero benefit from the oil. I’m afraid that history will repeat itself in Venezuela.\"\n\n4. The Hidden Winners and Losers in a Low-Price World\n\nThe impact of lower oil prices is not uniform, creating a complex picture of beneficiaries and casualties across the global economy and the energy value chain.\n\nWinners:\n\nOil-Importing Countries: Nations that rely on petroleum imports are major beneficiaries. For example, lower crude prices help a country like Ethiopia contain its fuel import bill, ease pressure on its foreign exchange reserves, and reduce domestic inflation.\nStorage Operators: Within the energy sector itself, onshore and floating storage operators are seeing a surge in demand. As the market surplus grows, producers and traders are holding barrels off the market in anticipation of better future pricing, filling up storage facilities.\n\nComplicated Picture:\n\nDownstream Companies: For refiners and petrochemical companies, the situation is a double-edged sword. While lower crude costs can improve refining margins, this benefit is entirely contingent on resilient demand for finished products like gasoline and diesel, which is not guaranteed due to global economic uncertainty and transportation electrification. For petrochemical companies, the problem is compounded: cheaper oil often signals a weaker industrial economy, which in turn reduces demand for their end products like plastics and chemicals, negating the benefit of lower feedstock costs.\n\n5. While Oil Stumbles, Natural Gas Is Set to Soar\n\nIn stark contrast to the pessimistic outlook for oil, the forecast for natural gas in 2026 is markedly different. The EIA forecasts Henry Hub natural gas prices will average $3.90 per MMBtu in 2026—a substantial increase from the record lows near $2 seen in 2024. However, this optimistic outlook comes with a significant caveat that analysts are watching closely: the weather.\n\nThe price strength is backed by a confluence of powerful demand trends:\n\nGrowth in liquefied natural gas (LNG) exports as global demand increases.\nIncreased consumption for electricity generation, particularly to power energy-intensive data centers.\nRising demand from the industrial production sector.\nConsistent winter heating needs for homes and businesses.\n\nStill, many of these forecasts are banking on a colder-than-average winter across the U.S. With a weak La Niña already developed, much of the country might experience a warmer-than-average winter. A mild season could depress heating demand, leaving storage levels elevated and keeping prices toward the lower end of forecasts.\n\nConclusion: A New Energy Equation?\n\nThe energy market of 2026 is defined by a series of surprising disconnects. Geopolitical headlines often miss the more significant, underlying trends in technology, infrastructure, and demand that are truly shaping the future. The gap between corporate price hopes and market reality is widening, U.S. production is defying economic gravity, and a Venezuelan supply boom remains a distant prospect. Meanwhile, as oil faces a potential glut, natural gas is poised for a major comeback—if the weather cooperates.\n\nThese dynamics challenge our assumptions about how energy markets work. As technology rewrites production rules and new demands reshape consumption, are we witnessing just another volatile cycle, or the beginning of a fundamental and permanent shift in the global energy equation?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03697337067450679, "ret_signed_m1d": 0.03697337067450679, "alpha_spy_m1d": 0.04358951290523716, "alpha_c_m1d": 0.04358951290523716, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.006616142230730371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030094615479421383, "ret_signed_p1d": -0.030094615479421383, "alpha_spy_p1d": -0.036041773778792474, "alpha_c_p1d": -0.036041773778792474, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.005947158299371091, "ret_p1w": -0.038693018472663154, "ret_signed_p1w": -0.038693018472663154, "alpha_spy_p1w": -0.04951132197295338, "alpha_c_p1w": -0.04951132197295338, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.010818303500290227, "ret_p1m": 0.11607905541798935, "ret_signed_p1m": 0.11607905541798935, "alpha_spy_p1m": 0.11344719518762969, "alpha_c_p1m": 0.11344719518762969, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.0026318602303596617, "ret_p3m": -0.024075643182798978, "ret_signed_p3m": -0.024075643182798978, "alpha_spy_p3m": 0.019690609656010882, "alpha_c_p3m": 0.019690609656010882, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04376625283880986, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.024075643182798978, "alpha_spy_stated": 0.019690609656010882, "alpha_c_stated": 0.019690609656010882, "price_path": [0.1264, 0.0954, 0.0602, 0.0473, 0.0275, 0.0215, -0.0043, 0.0206, 0.1118, 0.1307, 0.123, 0.1118, 0.1152, 0.1083, 0.061, 0.0499, 0.1023, 0.1393, 0.1831, 0.1978, 0.172, 0.2184, 0.1995, 0.2124, 0.2519, 0.2597, 0.2734, 0.2519, 0.2141, 0.2227, 0.264, 0.2399, 0.2597, 0.239, 0.1892, 0.2253, 0.2253, 0.2666, 0.3078, 0.2863, 0.3302, 0.3465, 0.4076, 0.2958, 0.2124, 0.2261, 0.1247, 0.0946, 0.0714, 0.0404, 0.0868, 0.0344, 0.0482, 0.0189, 0.1092, 0.0653, 0.0653, 0.1015, 0.1221, 0.1281, 0.0542, 0.0542, 0.037, 0.0, -0.0301, 0.0129, -0.031, -0.1058, -0.0387, -0.0267, -0.1195, -0.1144, -0.1118, -0.1118, 0.0636, 0.1728, 0.1548, 0.2012, 0.2752, 0.264, 0.2494, 0.2949, 0.4531, 0.092, 0.1161, 0.1574, 0.1625, 0.141, 0.0464, 0.043, 0.0593, 0.0688, 0.0696, 0.0696, 0.0232, 0.0206, 0.0146, 0.0327, 0.0095, -0.0146, -0.0026, -0.0215, -0.0095, 0.0318, 0.0559, 0.0129, 0.0361, 0.0963, 0.0585, 0.055, 0.1075, 0.1212, 0.0868, 0.0499, 0.049, 0.0894, 0.08, 0.0653, 0.0086, 0.0086, 0.0198, 0.0181, 0.0559, 0.0043, 0.0086, -0.0181, -0.0241, -0.0241, -0.0224, -0.0069, -0.0473, -0.0645, -0.0739, -0.0817, -0.092, -0.0903, -0.0731, -0.0679, -0.0671, -0.0585, -0.0585, -0.0954, -0.1135, -0.098, -0.1118, -0.1273, -0.0886, -0.0791, -0.0585, -0.0851, -0.1015, -0.0817, -0.0911, -0.0353, -0.0619, -0.0559, -0.0404, -0.0258, -0.0077, 0.0232, -0.012, -0.0258, -0.0593, -0.0593, -0.0619, -0.0387, 0.0224, 0.0258, -0.0077, -0.0138, 0.0069, 0.0421, 0.0034, -0.0224, -0.0206, -0.0077, -0.0404, -0.0241, -0.0172, 0.0112, -0.0052, 0.0095, 0.0095, 0.012, -0.0112, 0.0086, 0.0103, 0.0206, null, null]}
{"unit_id": "reply:2001636999112069586", "ticker_idx": 0, "ts": "2025-12-18T12:53:43+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Goldman looking for some cheap $IREN. Don't let them take yours!", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic dismissal of Goldman's Neutral/PT$39; author implies IREN is undervalued and worth holding — bullish.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor Wow. Goldman looking for some cheap $IREN. Don't let them take yours!", "reply_text": null, "parent_text": "$IREN Goldman Sachs initiated coverage with a Neutral rating and a price target of $39.\n\nCiting an unprecedented growth outlook, with revenue projected to rise from $501 million in fiscal 2025 to $3.8 billion by fiscal 2028 and EBITDA expanding from $270 million to $2.7 billion", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.05642459499475483, "ret_signed_m1d": -0.05642459499475483, "alpha_spy_m1d": -0.04892992649576089, "alpha_c_m1d": -0.05807476690388591, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": 0.0016501719091310818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1150837714996289, "ret_signed_p1d": 0.1150837714996289, "alpha_spy_p1d": 0.1060202652760418, "alpha_c_p1d": 0.10958324566618027, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.005500525833448622, "ret_p1w": 0.17262571052733922, "ret_signed_p1w": 0.17262571052733922, "alpha_spy_p1w": 0.14904729402271144, "alpha_c_p1w": 0.14723554777206393, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.02539016275527528, "ret_p1m": 0.6150838247775248, "ret_signed_p1m": 0.6150838247775248, "alpha_spy_p1m": 0.5896077014051087, "alpha_c_p1m": 0.6134287679800787, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.0016550567974460417, "ret_p3m": 0.19999999999999996, "ret_signed_p3m": 0.19999999999999996, "alpha_spy_p3m": 0.2054664146822469, "alpha_c_p3m": 0.2881331549759135, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.08813315497591356, "ret_p6m": 0.6695531209925032, "ret_signed_p6m": 0.6695531209925032, "alpha_spy_p6m": 0.5668085783553238, "alpha_c_p6m": 0.6830923323095859, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": -0.013539211317082689, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6150838247775248, "alpha_spy_stated": 0.5896077014051087, "alpha_c_stated": 0.6134287679800787, "price_path": [0.1704, 0.1668, 0.3168, 0.293, 0.1693, 0.283, 0.3109, 0.3151, 0.3134, 0.4095, 0.6131, 0.7229, 0.6785, 0.7835, 0.6696, 0.7916, 0.943, 0.8989, 0.7271, 0.6961, 0.6542, 0.5418, 0.4478, 0.5603, 0.757, 0.8154, 0.7436, 0.6877, 0.6263, 0.6969, 0.8925, 0.8612, 1.1344, 0.8704, 0.7425, 0.6807, 0.6028, 0.5559, 0.3589, 0.2953, 0.3243, 0.3645, 0.2802, 0.2142, 0.1804, 0.3545, 0.326, 0.3534, 0.3534, 0.3355, 0.3545, 0.1486, 0.2279, 0.2975, 0.2489, 0.2944, 0.3084, 0.2268, 0.2274, 0.1209, -0.0089, 0.0221, -0.0564, 0.0, 0.1151, 0.1743, 0.1751, 0.1726, 0.1726, 0.1257, 0.1008, 0.0698, 0.055, 0.055, 0.1927, 0.3475, 0.2824, 0.2186, 0.276, 0.2858, 0.4059, 0.4802, 0.4771, 0.4494, 0.6151, 0.6151, 0.5156, 0.4939, 0.4598, 0.5832, 0.4626, 0.6757, 0.7581, 0.6715, 0.5011, 0.4827, 0.5193, 0.2553, 0.1115, 0.1684, 0.2891, 0.1992, 0.1919, 0.1182, 0.1793, 0.1793, 0.1444, 0.1754, 0.2092, 0.1168, 0.1832, 0.2696, 0.2299, 0.2358, 0.1439, 0.1561, 0.0852, 0.2246, 0.1208, 0.0251, 0.0849, 0.0648, 0.1726, 0.1556, 0.1615, 0.2553, 0.2, 0.1791, 0.1637, 0.1534, 0.1777, 0.1486, 0.1573, 0.0461, -0.0198, -0.1168, -0.0425, -0.0478, -0.0288, -0.0288, -0.0187, -0.0017, 0.0288, 0.0352, 0.0983, 0.2031, 0.3232, 0.3637, 0.3324, 0.3441, 0.3609, 0.2617, 0.3517, 0.4531, 0.4145, 0.3508, 0.2413, 0.1972, 0.2712, 0.2754, 0.3821, 0.5291, 0.7034, 0.588, 0.7095, 0.5405, 0.5799, 0.5411, 0.6313, 0.4788, 0.4095, 0.3335, 0.4723, 0.6218, 0.5874, 0.5874, 0.6698, 0.895, 0.7891, 0.7749, 0.8249, 0.8603, 0.8291, 0.7279, 0.5182, 0.6534, 0.5089, 0.4391, 0.5841, 0.6696]}
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{"unit_id": "orig:2055367834323075513", "ticker_idx": 2, "ts": "2026-05-15T19:20:53+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The stock market pump when Leopold Aschenbrenner picks $MSTR is going to be insane", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Predicts insane pumps in NBIS, OUST, and MSTR when Leopold Aschenbrenner picks them.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "The stock market pump when Leopold Aschenbrenner picks $NBIS $OUST $MSTR is going to be insane🔥🔥🔥 https://t.co/fgoY0aHcOo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05382709474872138, "ret_signed_m1d": 0.05382709474872138, "alpha_spy_m1d": 0.04165128397865425, "alpha_c_m1d": 0.04165128397865425, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01217581077006713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06081610527274506, "ret_signed_p1d": -0.06081610527274506, "alpha_spy_p1d": -0.06011259595501328, "alpha_c_p1d": -0.06011259595501328, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.0007035093177317764, "ret_p1w": -0.09880508939361066, "ret_signed_p1w": -0.09880508939361066, "alpha_spy_p1w": -0.10755814272173614, "alpha_c_p1w": -0.10755814272173614, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.008753053328125482, "ret_p1m": -0.26084995635738595, "ret_signed_p1m": -0.26084995635738595, "alpha_spy_p1m": -0.2820358687530081, "alpha_c_p1m": -0.2820358687530081, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.021185912395622175, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26084995635738595, "alpha_spy_stated": -0.2820358687530081, "alpha_c_stated": -0.2820358687530081, "price_path": [-0.2748, -0.2943, -0.2704, -0.2614, -0.3027, -0.2977, -0.2354, -0.2481, -0.2701, -0.2242, -0.2522, -0.1746, -0.212, -0.2474, -0.2168, -0.2196, -0.2203, -0.2259, -0.2128, -0.1685, -0.153, -0.2078, -0.2208, -0.2354, -0.2211, -0.232, -0.2158, -0.2508, -0.2897, -0.3155, -0.2966, -0.308, -0.3246, -0.3246, -0.2803, -0.3027, -0.2769, -0.2737, -0.2749, -0.254, -0.2255, -0.191, -0.1605, -0.0614, -0.0373, -0.0758, 0.0109, -0.0279, -0.0361, -0.0463, -0.066, -0.1084, -0.0675, -0.0014, 0.036, 0.0534, 0.053, 0.0136, 0.0573, 0.1044, 0.0395, 0.0034, 0.0538, 0.0, -0.0608, -0.0721, -0.0654, -0.0708, -0.0988, -0.0988, -0.0986, -0.1309, -0.1453, -0.1033, -0.1558, -0.233, -0.2867, -0.2708, -0.3212, -0.2831, -0.3404, -0.3498, -0.3228, -0.3013, -0.2608, -0.3078, -0.343, -0.3657, -0.3657, -0.383, -0.4147, -0.4695, -0.5191, -0.5361, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064642967600500845", "ticker_idx": 0, "ts": "2026-06-10T09:36:57+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We share similar thesis' on $OUST being the leader of the robotics revolution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST as the leader of the robotics revolution.", "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 guy is a must follow.\n\nHe’s beating your favourite fund manager every week.\n\nShoutout to BP - not only is he a fantastic investor, but he’s also a great guy.\n\nWe share similar thesis’ on $OUST being the leader of the robotics revolution.", "reply_text": null, "parent_text": null, "quoted_text": "I’ve beaten most hedge funds past two years.\n\n+163.67% in return.\n\nNobody knows my name.\n\nI don’t sell a course.\nI don’t have a podcast.\nI don’t have a finance degree.\nI don’t have a team behind me.\nI don’t have a Bloomberg terminal.\nI don’t have a mentor on Wall Street.\n\nI have https://t.co/c8DvPy58Tt", "parent_author": null, "ret_m1d": 0.0033863263918230135, "ret_signed_m1d": 0.0033863263918230135, "alpha_spy_m1d": -0.01263177042279473, "alpha_c_m1d": -0.02005250746832976, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.023438833860152775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03177914144567784, "ret_signed_p1d": 0.03177914144567784, "alpha_spy_p1d": 0.014782293558929904, "alpha_c_p1d": -0.005473845492903973, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.03725298693858181, "ret_p1w": 0.06069293743419424, "ret_signed_p1w": 0.06069293743419424, "alpha_spy_p1w": 0.0392849192840683, "alpha_c_p1w": 0.008776537982826627, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.05191639945136761, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4407, -0.4452, -0.4428, -0.4598, -0.4514, -0.4777, -0.4483, -0.4642, -0.4733, -0.497, -0.54, -0.5668, -0.5215, -0.515, -0.4923, -0.4923, -0.497, -0.4965, -0.4723, -0.4782, -0.4611, -0.4301, -0.3899, -0.3634, -0.3704, -0.3681, -0.293, -0.2808, -0.2769, -0.3121, -0.2649, -0.2988, -0.3194, -0.3347, -0.2977, -0.311, -0.2667, -0.255, -0.2343, -0.3616, -0.3436, -0.3019, -0.2941, -0.1099, -0.092, -0.092, -0.1993, -0.2258, -0.1959, -0.086, -0.0354, -0.0354, 0.1123, 0.1521, 0.1026, 0.1995, 0.1704, 0.199, 0.1451, 0.2266, 0.0336, 0.0649, 0.0034, 0.0, 0.0318, 0.0367, 0.1769, 0.1131, 0.0607, 0.2131, 0.2131, 0.242, 0.1763, 0.0604, 0.0893, 0.0946, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016519920960295009", "ticker_idx": 0, "ts": "2026-01-28T14:33:08+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gravitating to $10. There's no resistance left. The bears aren't bleeding, they're dead.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish TE; confirmed trend reversal with $10 target and no remaining resistance.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I told you so. $TE\n\nGravitating to $10. \n\nThere’s no resistance left.\n\nThe bears aren’t bleeding, they’re dead. https://t.co/q7oMj4aPWj", "reply_text": null, "parent_text": null, "quoted_text": "$TE Chart analysis...\n\nSPOILER: $10 SOON😏\n\n$9.43: THE BREAKOUT IS CONFIRMED🚨🚨🚨\n\nThe charts paint a pristine picture of a stock that has successfully transitioned from \"speculative bounce\" to \"confirmed trend reversal.\"\n\nHere is the thesis on where we go next.\n\n1. The Daily https://t.co/LGZvOLHuCo", "parent_author": null, "ret_m1d": -0.03898839773264684, "ret_signed_m1d": -0.03898839773264684, "alpha_spy_m1d": -0.039089072447349604, "alpha_c_m1d": -0.044593404773833445, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.005605007041186605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06427815293881434, "ret_signed_p1d": -0.06427815293881434, "alpha_spy_p1d": -0.06229377578398054, "alpha_c_p1d": -0.0747569938199566, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.01047884088114226, "ret_p1w": -0.18545835558405976, "ret_signed_p1w": -0.18545835558405976, "alpha_spy_p1w": -0.17218588118927491, "alpha_c_p1w": -0.21744316467580227, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.031984809091742505, "ret_p1m": -0.2318229570416439, "ret_signed_p1m": -0.2318229570416439, "alpha_spy_p1m": -0.22302252229628516, "alpha_c_p1m": -0.308342980057152, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": 0.07652002301550809, "ret_p3m": -0.44046363847763426, "ret_signed_p3m": -0.44046363847763426, "alpha_spy_p3m": -0.471672358866717, "alpha_c_p3m": -0.49440981033641884, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.053946171858784586, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2318229570416439, "alpha_spy_stated": -0.22302252229628516, "alpha_c_stated": -0.308342980057152, "price_path": [-0.608, -0.6396, -0.6122, -0.569, -0.6122, -0.5985, -0.5258, -0.5353, -0.5943, -0.6322, -0.6459, -0.6649, -0.6776, -0.6955, -0.7134, -0.7134, -0.6691, -0.6533, -0.5954, -0.5954, -0.5659, -0.529, -0.5005, -0.5237, -0.4615, -0.3857, -0.3656, -0.2908, -0.3519, -0.3815, -0.4362, -0.4668, -0.4268, -0.4289, -0.3656, -0.3224, -0.2308, -0.2508, -0.2571, -0.2571, -0.2835, -0.3235, -0.3151, -0.2961, -0.2961, -0.1739, -0.1359, -0.1939, -0.2329, -0.2824, -0.2687, -0.2403, -0.1718, -0.1718, -0.2192, -0.1391, -0.1391, -0.1275, -0.176, -0.118, -0.1043, -0.1423, -0.039, 0.0, -0.0643, -0.1222, -0.0875, -0.0421, -0.1855, -0.2339, -0.1286, -0.1949, -0.2086, -0.2782, -0.3456, -0.3551, -0.3551, -0.3214, -0.3193, -0.3351, -0.3456, -0.3372, -0.2529, -0.2392, -0.2318, -0.3509, -0.2792, -0.314, -0.2518, -0.2824, -0.2919, -0.2455, -0.1591, -0.1423, -0.1844, -0.197, -0.1865, -0.1791, -0.2276, -0.1876, -0.3045, -0.2792, -0.3035, -0.2961, -0.3383, -0.393, -0.4078, -0.5374, -0.5279, -0.5585, -0.5585, -0.5732, -0.5859, -0.5606, -0.5595, -0.5058, -0.4615, -0.4879, -0.4373, -0.4742, -0.47, -0.4752, -0.4636, -0.432, -0.432, -0.4426, -0.4405, -0.4837, -0.4847, -0.4942, -0.4573, -0.4626, -0.4373, -0.4447, -0.4573, -0.3509, -0.3635, -0.3836, -0.4089, -0.3962, -0.4025, -0.2624, -0.275, -0.0832, -0.0811, -0.1486, -0.1486, 0.1012, 0.1549, 0.1401, 0.1128, 0.0969, 0.2687, 0.2118, 0.2287, -0.0063, -0.0379, -0.1085, -0.1855, -0.1075, -0.1043, -0.0601, -0.0906, -0.0474, -0.0148, -0.0148, 0.0959, -0.0263, -0.1012, -0.1043, -0.1349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069324817606586749", "ticker_idx": 0, "ts": "2026-06-23T07:40:57+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The President is slop posting quantum and you're bearish?", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish quantum stocks on presidential social-media signal; mocks bears across the sector.", "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": "quote", "lang": "en", "tweet_text": "The President is slop posting quantum and you’re bearish?\n\n$INFQ $RGTI $IBM $QUBT $IONQ", "reply_text": null, "parent_text": null, "quoted_text": "Quantum Mode: Activated. https://t.co/jUju80dX2q", "parent_author": null, "ret_m1d": -0.10964912254493842, "ret_signed_m1d": -0.10964912254493842, "alpha_spy_m1d": -0.12438507132592858, "alpha_c_m1d": -0.12438507132592858, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.01473594878099016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11654133159345537, "ret_signed_p1d": -0.11654133159345537, "alpha_spy_p1d": -0.11607781452981225, "alpha_c_p1d": -0.11607781452981225, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.0004635170636431152, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3327, -0.3828, -0.4411, -0.3853, -0.4104, -0.3377, -0.3377, -0.3452, -0.3709, -0.2907, -0.255, -0.2112, -0.2112, -0.1153, -0.0602, -0.0244, 0.0915, 0.0025, -0.0595, -0.0695, -0.1253, -0.1685, -0.1667, -0.2093, -0.2444, -0.255, -0.2224, -0.2306, -0.2419, -0.151, -0.2412, -0.2406, -0.1955, -0.1792, -0.1673, -0.1247, -0.2206, -0.2876, -0.334, -0.2995, -0.0789, 0.0244, 0.0244, -0.005, -0.0313, 0.1134, 0.0163, 0.1084, 0.245, 0.0909, 0.062, -0.0877, -0.0721, -0.141, -0.1491, -0.1153, -0.1591, -0.0714, -0.1617, -0.1642, -0.1523, -0.1523, -0.1096, 0.0, -0.1165, -0.1986, -0.146, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2059577545775796292", "ticker_idx": 0, "ts": "2026-05-27T10:08:46+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only thing getting ousted is your short position", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST; dismisses bearish technicians, implying continued upside.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Technical Analysts: $OUST can’t keep going higher! \n\nMeanwhile $OUST: The only thing getting ousted is your short position https://t.co/BuUXTg5rgd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03459187870521774, "ret_signed_m1d": -0.03459187870521774, "alpha_spy_m1d": -0.0347651508880118, "alpha_c_m1d": -0.03844164887122181, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.003849770166004074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04295721751855963, "ret_signed_p1d": -0.04295721751855963, "alpha_spy_p1d": -0.04847379611946956, "alpha_c_p1d": -0.0560787908516035, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.013121573333043868, "ret_p1w": -0.00610446440330259, "ret_signed_p1w": -0.00610446440330259, "alpha_spy_p1w": -0.011141344062387759, "alpha_c_p1w": -0.07008539811752645, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.06398093371422386, "ret_p1m": -0.054487901251519144, "ret_signed_p1m": -0.054487901251519144, "alpha_spy_p1m": -0.03547517271774103, "alpha_c_p1m": -0.05644036989303047, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": 0.001952468641511329, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.054487901251519144, "alpha_spy_stated": -0.03547517271774103, "alpha_c_stated": -0.05644036989303047, "price_path": [-0.5716, -0.5422, -0.5089, -0.494, -0.5211, -0.5417, -0.5354, -0.4942, -0.4404, -0.4899, -0.5146, -0.5184, -0.5164, -0.5311, -0.5239, -0.5467, -0.5211, -0.5349, -0.5428, -0.5634, -0.6007, -0.624, -0.5847, -0.579, -0.5593, -0.5593, -0.5634, -0.563, -0.5419, -0.5471, -0.5322, -0.5053, -0.4705, -0.4474, -0.4535, -0.4515, -0.3864, -0.3758, -0.3724, -0.4029, -0.362, -0.3914, -0.4092, -0.4226, -0.3905, -0.402, -0.3636, -0.3534, -0.3354, -0.4459, -0.4303, -0.3941, -0.3873, -0.2274, -0.2118, -0.2118, -0.305, -0.3281, -0.3021, -0.2066, -0.1628, -0.1628, -0.0346, 0.0, -0.043, 0.0411, 0.0158, 0.0407, -0.0061, 0.0647, -0.1029, -0.0757, -0.1291, -0.132, -0.1045, -0.1002, 0.0215, -0.0339, -0.0794, 0.0529, 0.0529, 0.078, 0.021, -0.0796, -0.0545, -0.05, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053492233924460758", "ticker_idx": 0, "ts": "2026-05-10T15:07:55+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the market is pricing a cyclical problem. the filings show a structural transition.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish Pure Storage: record RPO expansion, accelerating large-contract signings, and rising subscription margins signal structural growth — market is mispricing NAND margin dip as cyclical.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "nobody is talking about this $P number in Q4 2025.\n\neveryone saw the revenue beat. $1.06B, +20% YoY. fine.\n\nhere's what they missed:\nRemaining Performance Obligations jumped $728M in a single quarter. 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{"unit_id": "reply:2062805074074554837", "ticker_idx": 0, "ts": "2026-06-05T07:53:49+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'm remaining solely focused on this name right now in robotics", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Holding OUST as sole robotics focus; bullish conviction on it as a Physical AI leader.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PepInvestStocks Yes $OUST definitely is. I'm remaining solely focused on this name right now in robotics.", "reply_text": null, "parent_text": "@CoffeeStocksGuy $OUST is clearly the next Physical Ai Leader, $AEVA another great opportunity.", "quoted_text": null, "parent_author": "PepInvestStocks", "ret_m1d": 0.18674394633120905, "ret_signed_m1d": 0.18674394633120905, "alpha_spy_m1d": 0.16025080372932043, "alpha_c_m1d": 0.11536289684056045, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.07138104949064861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03024195447858724, "ret_signed_p1d": 0.03024195447858724, "alpha_spy_p1d": 0.0279777818698157, "alpha_c_p1d": 0.008722251321479524, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.021519703157107717, "ret_p1w": 0.003024166606901746, "ret_signed_p1w": 0.003024166606901746, "alpha_spy_p1w": -0.002670364399900871, "alpha_c_p1w": -0.021934255933961477, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.024958422540863223, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4362, -0.3763, -0.4315, -0.4589, -0.4632, -0.4609, -0.4773, -0.4693, -0.4947, -0.4662, -0.4816, -0.4904, -0.5134, -0.5549, -0.5809, -0.537, -0.5307, -0.5088, -0.5088, -0.5134, -0.5129, -0.4894, -0.4952, -0.4786, -0.4486, -0.4098, -0.3841, -0.3909, -0.3886, -0.316, -0.3042, -0.3004, -0.3344, -0.2888, -0.3216, -0.3415, -0.3564, -0.3206, -0.3334, -0.2906, -0.2792, -0.2592, -0.3823, -0.3649, -0.3246, -0.317, -0.1389, -0.1215, -0.1215, -0.2253, -0.251, -0.222, -0.1157, -0.0668, -0.0668, 0.0761, 0.1147, 0.0668, 0.1605, 0.1323, 0.16, 0.1079, 0.1867, 0.0, 0.0302, -0.0292, -0.0325, -0.0018, 0.003, 0.1386, 0.0769, 0.0262, 0.1736, 0.1736, 0.2016, 0.1381, 0.026, 0.0539, 0.059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995511266316824965", "ticker_idx": 0, "ts": "2025-12-01T15:12:15+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $CIFR has a long run to come next year", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish CIFR; expects a long run in the coming year.", "resolved_tickers": ["CIFR"], "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": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes Can’t argue with that bro. I think $CIFR has a long run to come next year", "reply_text": null, "parent_text": "@shabamlo After the beating my port has taking over the past month I decided why not take a $200 gain and put it into another company I have high conviction in?", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": 0.03351954441395333, "ret_signed_m1d": 0.03351954441395333, "alpha_spy_m1d": 0.02893313499680583, "alpha_c_m1d": 0.033973529208512154, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.000453984794558826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10411381862907065, "ret_signed_p1d": -0.10411381862907065, "alpha_spy_p1d": -0.10596609550027059, "alpha_c_p1d": -0.11441583888815554, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.010302020259084887, "ret_p1w": -0.010665362423838087, "ret_signed_p1w": -0.010665362423838087, "alpha_spy_p1w": -0.015604586483118799, "alpha_c_p1w": -0.041781135715194595, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.031115773291356508, "ret_p1m": -0.25901474063691876, "ret_signed_p1m": -0.25901474063691876, "alpha_spy_p1m": -0.2719066781257633, "alpha_c_p1m": -0.27616547942414704, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.01715073878722828, "ret_p3m": -0.16302696316686127, "ret_signed_p3m": -0.16302696316686127, "alpha_spy_p3m": -0.17929515585033595, "alpha_c_p3m": -0.14939939461654828, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.013627568550312996, "ret_p6m": 0.16912137294999985, "ret_signed_p6m": 0.16912137294999985, "alpha_spy_p6m": 0.05946802961964859, "alpha_c_p6m": -0.12755303596029965, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.2966744089102995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25901474063691876, "alpha_spy_stated": -0.2719066781257633, "alpha_c_stated": -0.27616547942414704, "price_path": [-0.5881, -0.6242, -0.6181, -0.6079, -0.5317, -0.4794, -0.4937, -0.449, -0.449, -0.4154, -0.3713, -0.3982, -0.3763, -0.291, -0.2814, -0.2819, -0.4078, -0.4175, -0.3575, -0.3606, -0.3601, -0.2986, -0.2534, -0.2209, -0.2001, -0.1061, -0.0863, -0.1381, 0.033, 0.0609, 0.0681, -0.0493, -0.0472, 0.0112, -0.082, -0.1818, -0.1237, 0.0493, 0.0432, 0.0137, -0.0051, -0.0315, -0.0528, 0.1559, 0.1432, 0.255, 0.1026, 0.0508, -0.002, -0.0518, -0.1173, -0.2417, -0.2707, -0.2712, -0.2595, -0.2575, -0.2605, -0.2814, -0.1513, -0.1102, -0.0274, -0.0274, 0.0335, 0.0, -0.1041, -0.0538, 0.0071, -0.0208, -0.0107, -0.0066, -0.0615, -0.0411, -0.1341, -0.2514, -0.2387, -0.2692, -0.2306, -0.1767, -0.1701, -0.192, -0.1762, -0.1762, -0.2285, -0.2341, -0.259, -0.2504, -0.2504, -0.1772, -0.0777, -0.1092, -0.1833, -0.1595, -0.1554, -0.1021, -0.0731, -0.0792, -0.1102, -0.0452, -0.0452, -0.0899, -0.1001, -0.1168, -0.1077, -0.1625, -0.0477, -0.0366, -0.1011, -0.1894, -0.1971, -0.1742, -0.2763, -0.355, -0.2519, -0.1488, -0.1315, -0.1732, -0.1823, -0.1661, -0.1661, -0.2057, -0.2169, -0.1976, -0.256, -0.227, -0.1305, -0.1564, -0.163, -0.2077, -0.1996, -0.2529, -0.1854, -0.2306, -0.3083, -0.2732, -0.291, -0.2834, -0.3037, -0.2849, -0.2311, -0.2336, -0.255, -0.2565, -0.2885, -0.2438, -0.2443, -0.1935, -0.2712, -0.3019, -0.3898, -0.3464, -0.358, -0.3489, -0.3489, -0.322, -0.2885, -0.2169, -0.1691, -0.1605, -0.098, -0.063, -0.0858, -0.1193, -0.0163, -0.0203, -0.0838, -0.0127, -0.0508, -0.0757, -0.0777, -0.1234, -0.1407, -0.099, -0.1346, -0.0914, 0.1224, 0.1127, 0.0505, 0.0437, 0.03, 0.0188, 0.0787, 0.132, 0.0325, -0.0289, -0.0452, -0.0107, 0.0929, 0.1158, 0.1158, 0.1691]}
{"unit_id": "quote:2023757362029584777", "ticker_idx": 0, "ts": "2026-02-17T13:52:09+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is executing like no other!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish ONDS on Sentrycs German State Police counter-drone contract win; author endorses thesis enthusiastically.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$ONDS is executing like no other!", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $ONDS subsidiary Sentrycs just secured a German State Police contract for counter-drone technology.\n\nThis is HUGE and here’s why nobody is connecting the dots:\n\nSentrycs uses “Cyber over RF” - no jamming, no collateral disruption. \n\nIt takes CONTROL of unauthorized https://t.co/EKa1RNjqq1", "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:1999544711124582812", "ticker_idx": 0, "ts": "2025-12-12T18:19:43+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WERE GOING SO MUCH HIGHER NIGHTHAWK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish ONDS, expects significantly more upside from current level.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NighthawkTradez WERE GOING SO MUCH HIGHER NIGHTHAWK", "reply_text": null, "parent_text": "GOOD GOD $ONDS IS GREEN! https://t.co/VvdkL9u5WJ", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": 0.030857195172991014, "ret_signed_m1d": 0.030857195172991014, "alpha_spy_m1d": 0.019988255941669975, "alpha_c_m1d": 0.019988255941669975, "bench_spy_m1d": 0.01086893923132104, "bench_c_m1d": 0.01086893923132104, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12114285060337615, "ret_signed_p1d": -0.12114285060337615, "alpha_spy_p1d": -0.11963204205315836, "alpha_c_p1d": -0.11963204205315836, "bench_spy_p1d": -0.0015108085502177904, "bench_c_p1d": -0.0015108085502177904, "ret_p1w": 0.053714316231863846, "ret_signed_p1w": 0.053714316231863846, "alpha_spy_p1w": 0.052480538896357176, "alpha_c_p1w": 0.052480538896357176, "bench_spy_p1w": 0.0012337773355066695, "bench_c_p1w": 0.0012337773355066695, "ret_p1m": 0.5074285234723772, "ret_signed_p1m": 0.5074285234723772, "alpha_spy_p1m": 0.4847605278261633, "alpha_c_p1m": 0.4847605278261633, "bench_spy_p1m": 0.022667995646213912, "bench_c_p1m": 0.022667995646213912, "ret_p3m": 0.1234285627092635, "ret_signed_p3m": 0.1234285627092635, "alpha_spy_p3m": 0.12846179291489124, "alpha_c_p3m": 0.12846179291489124, "bench_spy_p3m": -0.005033230205627737, "bench_c_p3m": -0.005033230205627737, "ret_p6m": 0.17714287894112712, "ret_signed_p6m": 0.17714287894112712, "alpha_spy_p6m": 0.08668717748707877, "alpha_c_p6m": 0.08668717748707877, "bench_spy_p6m": 0.09045570145404835, "bench_c_p6m": 0.09045570145404835, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5074285234723772, "alpha_spy_stated": 0.4847605278261633, "alpha_c_stated": 0.4847605278261633, "price_path": [-0.304, -0.3029, -0.2457, -0.232, -0.1703, -0.0994, -0.16, -0.1143, -0.1246, -0.1006, -0.1177, -0.1646, 0.0526, 0.1326, 0.2183, 0.2674, 0.2869, 0.1989, 0.0537, 0.2354, 0.1897, 0.0869, -0.0629, -0.1303, -0.112, -0.1783, -0.2297, -0.1931, -0.1474, -0.1394, -0.224, -0.2286, -0.2811, -0.264, -0.2971, -0.3189, -0.3143, -0.4, -0.336, -0.328, -0.3371, -0.3703, -0.2503, -0.1794, -0.2851, -0.104, -0.1429, -0.2834, -0.2303, -0.0034, -0.0354, -0.0583, -0.0583, -0.0971, -0.1337, -0.0777, 0.0194, 0.0503, 0.0366, 0.0309, 0.0549, -0.0486, 0.0309, 0.0, -0.1211, -0.0754, -0.1577, -0.1086, 0.0537, 0.0594, 0.024, 0.0434, 0.0434, -0.0309, -0.0331, 0.0274, 0.1154, 0.1154, 0.2594, 0.432, 0.4674, 0.392, 0.6011, 0.5646, 0.5074, 0.5874, 0.5497, 0.4651, 0.3897, 0.3897, 0.5006, 0.4343, 0.4423, 0.3909, 0.2754, 0.4011, 0.4023, 0.288, 0.184, 0.216, 0.3006, 0.1063, -0.0309, 0.1074, 0.1817, 0.1063, 0.0549, 0.0251, 0.064, 0.064, 0.1486, 0.2651, 0.3017, 0.1463, 0.1646, 0.1886, 0.1771, 0.1943, 0.152, 0.2194, 0.1451, 0.2011, 0.1989, 0.1234, 0.1109, 0.144, 0.1234, 0.1806, 0.1611, 0.2034, 0.2891, 0.2377, 0.2286, 0.1497, 0.2457, 0.2206, 0.1783, 0.0789, 0.0057, -0.0686, 0.0331, 0.0069, 0.0971, 0.0971, 0.088, 0.0891, 0.08, 0.0446, 0.0434, 0.0823, 0.0743, 0.1463, 0.1657, 0.1429, 0.2263, 0.2423, 0.264, 0.2046, 0.2057, 0.2514, 0.1977, 0.0846, 0.1474, 0.1794, 0.112, 0.0663, 0.0674, 0.016, 0.0354, 0.0766, 0.0331, 0.0126, 0.2811, 0.2137, 0.1086, 0.0429, 0.0697, 0.0491, 0.0354, 0.0354, 0.1166, 0.2343, 0.5143, 0.5109, 0.5383, 0.552, 0.3269, 0.368, 0.192, 0.1771]}
{"unit_id": "orig:2025284392839483758", "ticker_idx": 0, "ts": "2026-02-21T19:00:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Earnings in 4 days. My pre-earnings thesis is on my profile. This is the one I'm watching closest.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding 5 small-cap defense/space/AI positions — RKLB into earnings, ONDS on catalysts, OSS on Navy contracts, TE long-term, PL on SAR news.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Saturday watchlist check-in.\n\n$RKLB — Earnings in 4 days. My pre-earnings thesis is on my profile. This is the one I'm watching closest.\n\n$ONDS — 6 catalysts in 30 days. German State Police. NATO contracts. Holding.\n\n$OSS — Full thesis dropped today. Edge AI for defense at a $258M valuation with $65M+ in Navy contracts.\n\n$TE — Long-term hold. Patience.\n\n$PL — Watching for SAR constellation news.\n\n5 positions. All small-cap. All defense, space, and AI infrastructure.\n\nThis is the portfolio I'm building for the next decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009257962318114599, "ret_signed_m1d": 0.009257962318114599, "alpha_spy_m1d": -0.0010587514613711324, "alpha_c_m1d": -0.004469770541478013, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727732859592612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003418286097408685, "ret_signed_p1d": -0.003418286097408685, "alpha_spy_p1d": -0.010686761367607045, "alpha_c_p1d": -0.01571605775143292, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297771654024237, "ret_p1w": 0.01082469941804276, "ret_signed_p1w": 0.01082469941804276, "alpha_spy_p1w": 0.004977656429697275, "alpha_c_p1w": -0.01245511814214062, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.02327981756018338, "ret_p1m": -0.05896595134074034, "ret_signed_p1m": -0.05896595134074034, "alpha_spy_p1m": -0.01877461188089724, "alpha_c_p1m": 0.00034401034212516723, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05930996168286551, "ret_p3m": 0.7867824894472357, "ret_signed_p3m": 0.7867824894472357, "alpha_spy_p3m": 0.6954002553545673, "alpha_c_p3m": 0.8086369959395299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.021854506492294146, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4028, -0.4028, -0.3998, -0.425, -0.4032, -0.3631, -0.2968, -0.3013, -0.2656, -0.239, -0.1807, -0.0951, -0.1242, -0.2108, -0.2097, -0.2314, -0.1466, 0.0044, 0.1045, 0.0993, 0.0993, 0.0993, 0.0063, -0.0013, 0.0034, -0.0064, -0.0064, 0.0823, 0.1129, 0.2253, 0.1976, 0.1833, 0.2085, 0.252, 0.2332, 0.3075, 0.2927, 0.3716, 0.3716, 0.2699, 0.2508, 0.2531, 0.2662, 0.1463, 0.2391, 0.2615, 0.2203, 0.1404, 0.0561, 0.1575, 0.0413, -0.0554, 0.0301, 0.0802, 0.0259, -0.0084, -0.0598, -0.0395, -0.0395, -0.0046, 0.06, 0.0907, 0.0093, 0.0, -0.0034, -0.0001, 0.0348, -0.0158, 0.0108, -0.0011, 0.0242, -0.003, -0.0014, 0.0181, -0.0182, 0.0249, -0.0262, -0.0256, 0.0157, 0.1194, -0.0104, 0.0245, -0.0424, -0.0315, -0.059, 0.038, -0.0608, -0.1322, -0.1827, -0.0853, -0.0668, -0.0353, -0.0353, -0.0362, -0.0554, -0.0161, -0.0494, -0.0308, 0.0058, 0.0286, 0.0483, 0.1812, 0.2078, 0.2742, 0.234, 0.2824, 0.205, 0.1349, 0.1721, 0.1194, 0.097, 0.1752, 0.1225, 0.1439, 0.1218, 0.2057, 0.1192, 0.5022, 0.6714, 0.6744, 0.7683, 0.8879, 0.7771, 0.8681, 0.8133, 0.9125, 0.7868, 0.9336, 0.9336, 1.0396, 1.1397, 1.1084, 1.0436, 0.7432, 0.7564, 0.6337, 0.7084, 0.5679, 0.6187, 0.5415, 0.4962, 0.6348, 0.4583, 0.556, 0.4902, 0.538, 0.5274, 0.5274, 0.4284, 0.3548, 0.2165, 0.1493, 0.2041, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025284392839483758", "ticker_idx": 1, "ts": "2026-02-21T19:00:01+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "6 catalysts in 30 days. German State Police. NATO contracts. Holding.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding 5 small-cap defense/space/AI positions — RKLB into earnings, ONDS on catalysts, OSS on Navy contracts, TE long-term, PL on SAR news.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Saturday watchlist check-in.\n\n$RKLB — Earnings in 4 days. My pre-earnings thesis is on my profile. This is the one I'm watching closest.\n\n$ONDS — 6 catalysts in 30 days. German State Police. NATO contracts. Holding.\n\n$OSS — Full thesis dropped today. Edge AI for defense at a $258M valuation with $65M+ in Navy contracts.\n\n$TE — Long-term hold. Patience.\n\n$PL — Watching for SAR constellation news.\n\n5 positions. All small-cap. All defense, space, and AI infrastructure.\n\nThis is the portfolio I'm building for the next decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015701653974561913, "ret_signed_m1d": -0.015701653974561913, "alpha_spy_m1d": -0.026018367754047644, "alpha_c_m1d": -0.026018367754047644, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020608444238922496, "ret_signed_p1d": 0.020608444238922496, "alpha_spy_p1d": 0.013339968968724136, "alpha_c_p1d": 0.013339968968724136, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.047105055512925764, "ret_signed_p1w": 0.047105055512925764, "alpha_spy_p1w": 0.04125801252458028, "alpha_c_p1w": 0.04125801252458028, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": 0.04808643228364584, "ret_signed_p1m": 0.04808643228364584, "alpha_spy_p1m": 0.08827777174348894, "alpha_c_p1m": 0.08827777174348894, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": -0.09911671411173184, "ret_signed_p3m": -0.09911671411173184, "alpha_spy_p3m": -0.19049894820440028, "alpha_c_p3m": -0.19049894820440028, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1914, -0.1914, -0.2247, -0.2561, -0.208, -0.1246, -0.0981, -0.1099, -0.1148, -0.0942, -0.183, -0.1148, -0.1413, -0.2453, -0.2061, -0.2767, -0.2345, -0.0952, -0.0903, -0.1207, -0.104, -0.104, -0.1678, -0.1698, -0.1178, -0.0422, -0.0422, 0.0815, 0.2296, 0.2601, 0.1953, 0.3749, 0.3435, 0.2944, 0.3631, 0.3307, 0.2581, 0.1933, 0.1933, 0.2885, 0.2316, 0.2385, 0.1943, 0.0952, 0.2031, 0.2041, 0.106, 0.0167, 0.0442, 0.1168, -0.05, -0.1678, -0.0491, 0.0147, -0.05, -0.0942, -0.1197, -0.0864, -0.0864, -0.0137, 0.0864, 0.1178, -0.0157, 0.0, 0.0206, 0.0108, 0.0255, -0.0108, 0.0471, -0.0167, 0.0314, 0.0294, -0.0353, -0.0461, -0.0177, -0.0353, 0.0137, -0.0029, 0.0334, 0.107, 0.0628, 0.055, -0.0128, 0.0697, 0.0481, 0.0118, -0.0736, -0.1364, -0.2002, -0.1129, -0.1354, -0.0579, -0.0579, -0.0658, -0.0648, -0.0726, -0.103, -0.104, -0.0707, -0.0775, -0.0157, 0.001, -0.0186, 0.053, 0.0667, 0.0854, 0.0343, 0.0353, 0.0746, 0.0285, -0.0687, -0.0147, 0.0128, -0.0451, -0.0844, -0.0834, -0.1276, -0.1109, -0.0756, -0.1129, -0.1305, 0.1001, 0.0422, -0.0481, -0.1045, -0.0815, -0.0991, -0.1109, -0.1109, -0.0412, 0.0599, 0.3003, 0.2974, 0.3209, 0.3327, 0.1394, 0.1747, 0.0236, 0.0108, -0.053, -0.0864, -0.0353, -0.0844, -0.0667, -0.0962, -0.105, -0.0903, -0.0903, -0.1276, -0.1629, -0.2463, -0.2468, -0.2316, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025284392839483758", "ticker_idx": 2, "ts": "2026-02-21T19:00:01+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Edge AI for defense at a $258M valuation with $65M+ in Navy contracts.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding 5 small-cap defense/space/AI positions — RKLB into earnings, ONDS on catalysts, OSS on Navy contracts, TE long-term, PL on SAR news.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Saturday watchlist check-in.\n\n$RKLB — Earnings in 4 days. My pre-earnings thesis is on my profile. This is the one I'm watching closest.\n\n$ONDS — 6 catalysts in 30 days. German State Police. NATO contracts. Holding.\n\n$OSS — Full thesis dropped today. Edge AI for defense at a $258M valuation with $65M+ in Navy contracts.\n\n$TE — Long-term hold. Patience.\n\n$PL — Watching for SAR constellation news.\n\n5 positions. All small-cap. All defense, space, and AI infrastructure.\n\nThis is the portfolio I'm building for the next decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07166489460584113, "ret_signed_m1d": 0.07166489460584113, "alpha_spy_m1d": 0.0613481808263554, "alpha_c_m1d": 0.05462763467524279, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037259930598347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014332978921168138, "ret_signed_p1d": 0.014332978921168138, "alpha_spy_p1d": 0.007064503650969778, "alpha_c_p1d": 0.001338353825582006, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994625095586132, "ret_p1w": -0.04906281254652711, "ret_signed_p1w": -0.04906281254652711, "alpha_spy_p1w": -0.0549098555348726, "alpha_c_p1w": -0.05642634877537045, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363536228843337, "ret_p1m": -0.003307578167649816, "ret_signed_p1m": -0.003307578167649816, "alpha_spy_p1m": 0.036883761292193284, "alpha_c_p1m": 0.012579833182315259, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887411349965075, "ret_p3m": 0.8202867457981551, "ret_signed_p3m": 0.8202867457981551, "alpha_spy_p3m": 0.7289045117054866, "alpha_c_p3m": 0.5293390565653557, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.29094768923279934, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.344, -0.344, -0.3286, -0.3473, -0.3308, -0.3197, -0.2767, -0.2304, -0.1874, -0.1654, -0.1477, -0.1356, -0.1654, -0.2448, -0.2304, -0.2525, -0.2095, -0.1896, -0.1996, -0.183, -0.2029, -0.2029, -0.2073, -0.215, -0.2117, -0.2084, -0.2084, -0.2503, -0.2393, -0.29, -0.1323, -0.0309, -0.1103, 0.1521, 0.2459, 0.2889, 0.1963, 0.1753, 0.1753, 0.1885, 0.2867, 0.2503, 0.1687, 0.1158, 0.1588, 0.1422, 0.1709, 0.0904, 0.0529, 0.0518, -0.0121, -0.1125, 0.0187, 0.0639, 0.0496, 0.0419, -0.0573, -0.0408, -0.0408, -0.0871, -0.0794, 0.1621, 0.0717, 0.0, 0.0143, -0.0022, 0.0066, -0.0899, -0.0491, -0.086, -0.075, -0.065, -0.0728, -0.0187, 0.0397, 0.0926, 0.1191, 0.1114, 0.1257, 0.1786, 0.2393, 0.1323, -0.0276, 0.0154, -0.0033, 0.0011, -0.0584, -0.1549, -0.2051, -0.1654, -0.1996, -0.1577, -0.1577, -0.1488, -0.1599, -0.1213, -0.1367, -0.14, -0.0232, -0.0342, 0.0838, 0.0761, 0.0937, 0.1158, 0.0948, 0.1466, 0.0783, 0.0706, 0.097, 0.0221, -0.0309, 0.0463, 0.1058, 0.0761, 0.0772, 0.6902, 0.6648, 0.7288, 0.7552, 0.7144, 0.7486, 0.9008, 0.8159, 0.763, 0.699, 0.7299, 0.8203, 0.9658, 0.9658, 0.9228, 0.9361, 0.9746, 1.0044, 1.0904, 1.1996, 1.097, 1.0838, 0.8622, 0.8181, 0.7321, 0.7376, 0.8567, 0.8357, 0.8997, 0.989, 1.0044, 1.0331, 1.0331, 1.0055, 0.8765, 0.7762, 0.7861, 0.7905, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025284392839483758", "ticker_idx": 3, "ts": "2026-02-21T19:00:01+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long-term hold. Patience.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding 5 small-cap defense/space/AI positions — RKLB into earnings, ONDS on catalysts, OSS on Navy contracts, TE long-term, PL on SAR news.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Saturday watchlist check-in.\n\n$RKLB — Earnings in 4 days. My pre-earnings thesis is on my profile. This is the one I'm watching closest.\n\n$ONDS — 6 catalysts in 30 days. German State Police. NATO contracts. Holding.\n\n$OSS — Full thesis dropped today. Edge AI for defense at a $258M valuation with $65M+ in Navy contracts.\n\n$TE — Long-term hold. Patience.\n\n$PL — Watching for SAR constellation news.\n\n5 positions. All small-cap. All defense, space, and AI infrastructure.\n\nThis is the portfolio I'm building for the next decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01271858890162647, "ret_signed_m1d": -0.01271858890162647, "alpha_spy_m1d": -0.023035302681112202, "alpha_c_m1d": -0.026446321761219083, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727732859592612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12718604063380368, "ret_signed_p1d": 0.12718604063380368, "alpha_spy_p1d": 0.11991756536360532, "alpha_c_p1d": 0.11488826897977944, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297771654024237, "ret_p1w": 0.0874404124118362, "ret_signed_p1w": 0.0874404124118362, "alpha_spy_p1w": 0.08159336942349071, "alpha_c_p1w": 0.06416059485165282, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.02327981756018338, "ret_p1m": 0.05087443141527537, "ret_signed_p1m": 0.05087443141527537, "alpha_spy_p1m": 0.09106577087511847, "alpha_c_p1m": 0.11018439309814088, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05930996168286551, "ret_p3m": 0.38632755483513637, "ret_signed_p3m": 0.38632755483513637, "alpha_spy_p3m": 0.29494532074246793, "alpha_c_p3m": 0.4081820613274305, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.021854506492294146, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3895, -0.3895, -0.345, -0.2893, -0.2464, -0.2814, -0.1876, -0.0731, -0.0429, 0.07, -0.0223, -0.0668, -0.1494, -0.1955, -0.1351, -0.1383, -0.0429, 0.0223, 0.1606, 0.1304, 0.1208, 0.1208, 0.0811, 0.0207, 0.0334, 0.062, 0.062, 0.2464, 0.3037, 0.2162, 0.1574, 0.0827, 0.1033, 0.1463, 0.2496, 0.2496, 0.1781, 0.2989, 0.2989, 0.3164, 0.2432, 0.3307, 0.3514, 0.2941, 0.4499, 0.5087, 0.4118, 0.3243, 0.3768, 0.4452, 0.2289, 0.1558, 0.3148, 0.2146, 0.194, 0.089, -0.0127, -0.027, -0.027, 0.0238, 0.027, 0.0032, -0.0127, 0.0, 0.1272, 0.1479, 0.159, -0.0207, 0.0874, 0.035, 0.1288, 0.0827, 0.0684, 0.1383, 0.2687, 0.2941, 0.2305, 0.2114, 0.2273, 0.2385, 0.1653, 0.2258, 0.0493, 0.0874, 0.0509, 0.062, -0.0016, -0.0843, -0.1065, -0.3021, -0.2878, -0.3339, -0.3339, -0.3561, -0.3752, -0.337, -0.3355, -0.2544, -0.1876, -0.2273, -0.151, -0.2067, -0.2003, -0.2083, -0.1908, -0.1431, -0.1431, -0.159, -0.1558, -0.221, -0.2226, -0.2369, -0.1812, -0.1892, -0.151, -0.1622, -0.1812, -0.0207, -0.0397, -0.07, -0.1081, -0.089, -0.0986, 0.1129, 0.0938, 0.3831, 0.3863, 0.2846, 0.2846, 0.6614, 0.7424, 0.7202, 0.6789, 0.655, 0.9141, 0.8283, 0.8537, 0.4992, 0.4515, 0.345, 0.2289, 0.3466, 0.3514, 0.4181, 0.372, 0.4372, 0.4865, 0.4865, 0.6534, 0.469, 0.3561, 0.3514, 0.3052, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025284392839483758", "ticker_idx": 4, "ts": "2026-02-21T19:00:01+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Watching for SAR constellation news.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding 5 small-cap defense/space/AI positions — RKLB into earnings, ONDS on catalysts, OSS on Navy contracts, TE long-term, PL on SAR news.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Saturday watchlist check-in.\n\n$RKLB — Earnings in 4 days. My pre-earnings thesis is on my profile. This is the one I'm watching closest.\n\n$ONDS — 6 catalysts in 30 days. German State Police. NATO contracts. Holding.\n\n$OSS — Full thesis dropped today. Edge AI for defense at a $258M valuation with $65M+ in Navy contracts.\n\n$TE — Long-term hold. Patience.\n\n$PL — Watching for SAR constellation news.\n\n5 positions. All small-cap. All defense, space, and AI infrastructure.\n\nThis is the portfolio I'm building for the next decade.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005046212296879959, "ret_signed_m1d": 0.005046212296879959, "alpha_spy_m1d": -0.005270501482605772, "alpha_c_m1d": -0.008681520562712652, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727732859592612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03910842602916409, "ret_signed_p1d": 0.03910842602916409, "alpha_spy_p1d": 0.03183995075896573, "alpha_c_p1d": 0.026810654375139853, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297771654024237, "ret_p1w": 0.10849452688009986, "ret_signed_p1w": 0.10849452688009986, "alpha_spy_p1w": 0.10264748389175438, "alpha_c_p1w": 0.08521470931991648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.02327981756018338, "ret_p1m": 0.33851972265002095, "ret_signed_p1m": 0.33851972265002095, "alpha_spy_p1m": 0.37871106210986405, "alpha_c_p1m": 0.39782968433288646, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05930996168286551, "ret_p3m": 0.7863750342989881, "ret_signed_p3m": 0.7863750342989881, "alpha_spy_p3m": 0.6949928002063197, "alpha_c_p3m": 0.8082295407912823, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.021854506492294146, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5071, -0.5071, -0.4996, -0.508, -0.505, -0.495, -0.4558, -0.463, -0.4554, -0.4601, -0.4558, -0.2653, -0.233, -0.241, -0.2481, -0.3074, -0.2645, -0.1934, -0.1337, -0.1283, -0.1455, -0.1455, -0.1859, -0.1644, -0.1699, -0.1707, -0.1707, -0.1417, -0.1005, -0.0816, -0.0492, -0.0563, -0.045, 0.0698, 0.0648, 0.1241, 0.1892, 0.2103, 0.2103, 0.1775, 0.1093, 0.0959, 0.1329, 0.0879, 0.1804, 0.1724, 0.1081, 0.05, -0.0391, 0.0071, -0.0845, -0.1409, -0.0639, 0.0101, -0.0416, -0.0896, -0.1043, -0.0572, -0.0572, -0.066, -0.0017, 0.0559, 0.005, 0.0, 0.0391, 0.0357, 0.0765, 0.0151, 0.1085, 0.0639, 0.0934, 0.0341, 0.0631, 0.0858, 0.0681, 0.0698, 0.05, 0.0425, 0.0345, 0.1388, 0.0433, 0.1337, 0.4226, 0.4222, 0.3385, 0.4874, 0.3625, 0.2977, 0.1728, 0.1754, 0.2914, 0.5088, 0.5088, 0.4727, 0.479, 0.537, 0.4394, 0.4579, 0.4432, 0.4268, 0.447, 0.6775, 0.6182, 0.577, 0.5992, 0.6598, 0.6102, 0.4903, 0.4907, 0.4731, 0.4331, 0.5547, 0.5517, 0.6207, 0.5614, 0.669, 0.4819, 0.6417, 0.7595, 0.7107, 0.7132, 0.8099, 0.7502, 0.7498, 0.7489, 0.7939, 0.7864, 0.865, 0.865, 1.032, 1.1228, 1.1615, 1.1505, 0.9537, 1.0223, 0.8137, 0.8305, 0.3549, 0.3768, 0.3108, 0.2918, 0.4369, 0.3099, 0.286, 0.1863, 0.1867, 0.1871, 0.1871, 0.2098, 0.1997, 0.106, 0.1148, 0.1384, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066123944877285849", "ticker_idx": 0, "ts": "2026-06-14T11:41:49+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 has the advantage of an administration that is focused on industrialisation and strategic national sovereignty. It will continue to now be benefitted by more and more policy such as the LiDAR Act and the BUILD AMERICA 250 act. The market is yet to weigh in the impact of such policy being passed.", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST as domestic LiDAR beneficiary of anti-Chinese-tech policy; implied RIVN partnership catalyst not yet priced in.", "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": "Fantastic breakdown here. $OUST has the advantage of an administration that is focused on industrialisation and strategic national sovereignty. It will continue to now be benefitted by more and more policy such as the LiDAR Act and the BUILD AMERICA 250 act.\n\nThe market is yet to weigh in the impact of such policy being passed. Looks like $OUST x $RIVN soon...", "reply_text": null, "parent_text": null, "quoted_text": "Very interesting that @Rivian officially denied Robosense as its LiDAR supplier nor it will assemble Chinese LiDAR in the U.S. \n\n https://t.co/Rj6DtkKA4s\n\nIt makes zero sense for Rivian to rely on Chinese sensors given the growing legislative and regulatory push against Chinese https://t.co/zKNqHSGWHR", "parent_author": null, "ret_m1d": -0.11907926143813918, "ret_signed_m1d": -0.11907926143813918, "alpha_spy_m1d": -0.10175086005272316, "alpha_c_m1d": -0.082633153448609, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05422755082759001, "ret_signed_p1d": -0.05422755082759001, "alpha_spy_p1d": -0.04826598798335591, "alpha_c_p1d": -0.02633245931225403, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.055334218307068195, "ret_signed_p1w": 0.055334218307068195, "alpha_spy_p1w": 0.06662452885829995, "alpha_c_p1w": 0.05226257205060225, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5409, -0.5339, -0.5562, -0.5312, -0.5447, -0.5525, -0.5726, -0.6091, -0.6319, -0.5934, -0.5879, -0.5686, -0.5686, -0.5726, -0.5722, -0.5516, -0.5567, -0.5421, -0.5157, -0.4816, -0.4591, -0.465, -0.463, -0.3993, -0.3889, -0.3856, -0.4154, -0.3754, -0.4042, -0.4216, -0.4347, -0.4033, -0.4146, -0.3769, -0.367, -0.3494, -0.4575, -0.4422, -0.4068, -0.4002, -0.2437, -0.2284, -0.2284, -0.3196, -0.3422, -0.3167, -0.2233, -0.1804, -0.1804, -0.0549, -0.021, -0.0631, 0.0193, -0.0055, 0.0188, -0.027, 0.0423, -0.1217, -0.0952, -0.1474, -0.1503, -0.1233, -0.1191, 0.0, -0.0542, -0.0987, 0.0308, 0.0308, 0.0553, -0.0004, -0.0989, -0.0744, -0.0699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066123944877285849", "ticker_idx": 1, "ts": "2026-06-14T11:41:49+00:00", "symbol": "RIVN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like $OUST x $RIVN soon...", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST as domestic LiDAR beneficiary of anti-Chinese-tech policy; implied RIVN partnership catalyst not yet priced in.", "resolved_tickers": ["RIVN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Fantastic breakdown here. $OUST has the advantage of an administration that is focused on industrialisation and strategic national sovereignty. It will continue to now be benefitted by more and more policy such as the LiDAR Act and the BUILD AMERICA 250 act.\n\nThe market is yet to weigh in the impact of such policy being passed. Looks like $OUST x $RIVN soon...", "reply_text": null, "parent_text": null, "quoted_text": "Very interesting that @Rivian officially denied Robosense as its LiDAR supplier nor it will assemble Chinese LiDAR in the U.S. \n\n https://t.co/Rj6DtkKA4s\n\nIt makes zero sense for Rivian to rely on Chinese sensors given the growing legislative and regulatory push against Chinese https://t.co/zKNqHSGWHR", "parent_author": null, "ret_m1d": 0.004796158407816664, "ret_signed_m1d": 0.004796158407816664, "alpha_spy_m1d": 0.02212455979323269, "alpha_c_m1d": 0.021410795133089522, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.016614636725272858, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04496402795432064, "ret_signed_p1d": -0.04496402795432064, "alpha_spy_p1d": -0.03900246511008654, "alpha_c_p1d": -0.04403632184934525, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.0009277061049753899, "ret_p1w": -0.09472421431645794, "ret_signed_p1w": -0.09472421431645794, "alpha_spy_p1w": -0.08343390376522619, "alpha_c_p1w": -0.06604108117267604, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.028683133143781903, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0689, -0.0336, -0.1061, -0.0546, -0.0348, -0.0635, -0.0881, -0.1145, -0.1313, -0.0977, -0.1043, -0.0767, -0.0767, -0.0833, -0.1193, -0.0923, -0.0863, -0.0749, -0.0468, -0.0414, -0.0162, 0.0126, 0.033, 0.0144, 0.0282, 0.0635, 0.0162, -0.0096, 0.0024, -0.0324, -0.0372, -0.0168, -0.0995, -0.1301, -0.1247, -0.1319, -0.1499, -0.1475, -0.1559, -0.1637, -0.1445, -0.1295, -0.1733, -0.1996, -0.2266, -0.1769, -0.1517, -0.1475, -0.1475, -0.1373, -0.1187, -0.0887, -0.0228, 0.0162, 0.0366, 0.0953, 0.0863, -0.0198, 0.0096, -0.057, -0.1151, -0.0683, 0.0048, 0.0, -0.045, -0.0252, -0.0096, -0.0096, -0.0947, -0.1073, -0.1223, -0.1091, -0.0629, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2068001154043134281", "ticker_idx": 0, "ts": "2026-06-19T16:01:11+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "truly an industry leading company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST; author calls it an industry-leading company based on lidar image detail.", "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": "$OUST finally close to home. Look at how intrinsically detailed these photos are - truly an industry leading company.", "reply_text": null, "parent_text": null, "quoted_text": "Shots from a quick visit to visit our friends at @oxfordrobots \n\nOS1 Rev8 in Oxford, UK https://t.co/aiSfWBU1dM", "parent_author": null, "ret_m1d": -0.02328021399427438, "ret_signed_m1d": -0.02328021399427438, "alpha_spy_m1d": -0.026437128433874135, "alpha_c_m1d": -0.018398671912335463, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052852358255755294, "ret_signed_p1d": -0.052852358255755294, "alpha_spy_p1d": -0.03833040424526368, "alpha_c_p1d": -0.011426432115126062, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5759, -0.595, -0.6296, -0.6512, -0.6147, -0.6095, -0.5912, -0.5912, -0.595, -0.5946, -0.5751, -0.5799, -0.5661, -0.5411, -0.5088, -0.4874, -0.4931, -0.4912, -0.4308, -0.4209, -0.4178, -0.4461, -0.4081, -0.4354, -0.452, -0.4643, -0.4346, -0.4453, -0.4096, -0.4002, -0.3835, -0.4859, -0.4715, -0.4379, -0.4316, -0.2833, -0.2689, -0.2689, -0.3553, -0.3767, -0.3526, -0.2641, -0.2234, -0.2234, -0.1044, -0.0724, -0.1122, -0.0342, -0.0577, -0.0346, -0.078, -0.0124, -0.1678, -0.1426, -0.1921, -0.1948, -0.1693, -0.1653, -0.0524, -0.1038, -0.146, -0.0233, -0.0233, 0.0, -0.0529, -0.1462, -0.1229, -0.1187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023766890234212477", "ticker_idx": 0, "ts": "2026-02-17T14:30:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "4 hypersonic tests in 6 months. While competitors talk, $RKLB executes. Earnings Feb 26. 9 days. $RKLB | Bullish", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RKLB into Feb 26 earnings on rapid hypersonic test cadence and DoD contracts.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Yesterday I posted the $RKLB setup. 13,000+ of you saw it.\n\nHere's what else dropped:\n\nRocket Lab confirmed \"Cassowary Vex\" - their 4th hypersonic HASTE test in 6 months, launching from Virginia LATE THIS MONTH.\n\nThey're testing a scramjet-powered aircraft for the Department of War's Defense Innovation Unit. Flight profiles up to Mach 20.\n\n4 hypersonic tests in 6 months. While competitors talk, $RKLB executes.\n\nEarnings Feb 26. 9 days. The full pre-earnings breakdown drops tomorrow.\n\n$RKLB | Bullish", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035055043205581504, "ret_signed_m1d": -0.035055043205581504, "alpha_spy_m1d": -0.033444159320324074, "alpha_c_m1d": -0.02985739274509991, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06481612274799686, "ret_signed_p1d": 0.06481612274799686, "alpha_spy_p1d": 0.05977841519742011, "alpha_c_p1d": 0.06504461785799998, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.0011446820969143179, "ret_signed_p1w": 0.0011446820969143179, "alpha_spy_p1w": -0.0054453219404044795, "alpha_c_p1w": -0.00970752143089948, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": -0.005866304711623305, "ret_signed_p1m": -0.005866304711623305, "alpha_spy_p1m": 0.02550221514694384, "alpha_c_p1m": 0.050679313574854334, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.7852339066059051, "ret_signed_p3m": 0.7852339066059051, "alpha_spy_p3m": 0.6997997313003677, "alpha_c_p3m": 0.8035021256959181, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005866304711623305, "alpha_spy_stated": 0.02550221514694384, "alpha_c_stated": 0.050679313574854334, "price_path": [-0.4351, -0.4234, -0.3926, -0.3905, -0.4001, -0.4001, -0.3971, -0.4224, -0.4005, -0.3601, -0.2936, -0.2981, -0.2623, -0.2355, -0.177, -0.091, -0.1202, -0.2072, -0.206, -0.2279, -0.1427, 0.009, 0.1096, 0.1043, 0.1043, 0.1043, 0.0109, 0.0033, 0.008, -0.0019, -0.0019, 0.0873, 0.118, 0.2309, 0.203, 0.1887, 0.2141, 0.2577, 0.2388, 0.3135, 0.2986, 0.3779, 0.3779, 0.2757, 0.2565, 0.2588, 0.272, 0.1515, 0.2448, 0.2673, 0.2259, 0.1457, 0.061, 0.1628, 0.0461, -0.0511, 0.0348, 0.0851, 0.0306, -0.0039, -0.0555, -0.0351, -0.0351, 0.0, 0.0648, 0.0957, 0.0139, 0.0046, 0.0011, 0.0044, 0.0395, -0.0113, 0.0155, 0.0034, 0.0289, 0.0016, 0.0031, 0.0228, -0.0137, 0.0296, -0.0217, -0.0212, 0.0203, 0.1245, -0.0059, 0.0292, -0.0381, -0.027, -0.0547, 0.0428, -0.0565, -0.1282, -0.179, -0.0811, -0.0625, -0.0309, -0.0309, -0.0318, -0.0511, -0.0116, -0.0451, -0.0263, 0.0104, 0.0333, 0.0531, 0.1866, 0.2133, 0.28, 0.2397, 0.2883, 0.2105, 0.1401, 0.1774, 0.1245, 0.102, 0.1806, 0.1276, 0.1491, 0.1269, 0.2112, 0.1243, 0.5091, 0.6791, 0.6821, 0.7764, 0.8966, 0.7852, 0.8767, 0.8216, 0.9213, 0.795, 0.9425, 0.9425, 1.0489, 1.1495, 1.118, 1.0529, 0.7512, 0.7645, 0.6412, 0.7163, 0.575, 0.6261, 0.5486, 0.5031, 0.6423, 0.465, 0.5632, 0.4971, 0.545, 0.5344, 0.5344, 0.435, 0.361, 0.2221, 0.1545, 0.2096, null, null, null, null, null, null, null, null, null, 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:2008839651742900577", "ticker_idx": 0, "ts": "2026-01-07T09:54:30+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": "£250 closer to 0.21 BTC by EOY", "tweet_type": "position_disclosure", "timeline": "months", "summary": "DCA-ing into BTC with explicit target of 0.21 BTC by year-end; bullish hyperbitcoinization thesis.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Just DCA’d another £250 into Bitcoin – stack now at 0.11224 sats! \n\nWhile uni mates chase hangovers, I’m chasing hyperbitcoinization. \n\nWho needs shots when you’ve got sats? \n\n£250 closer to 0.21 BTC by EOY. \n\nFUCK FIAT.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02651438113303084, "ret_signed_m1d": 0.02651438113303084, "alpha_spy_m1d": 0.023280544864288766, "alpha_c_m1d": 0.023280544864288766, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003076724046541912, "ret_signed_p1d": -0.003076724046541912, "alpha_spy_p1d": -0.002975196732268648, "alpha_c_p1d": -0.002975196732268648, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": 0.06156382869768384, "ret_signed_p1w": 0.06156382869768384, "alpha_spy_p1w": 0.06043279128162071, "alpha_c_p1w": 0.06043279128162071, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.0011310374160631298, "ret_p1m": -0.31329061964087745, "ret_signed_p1m": -0.31329061964087745, "alpha_spy_p1m": -0.2959467112129981, "alpha_c_p1m": -0.2959467112129981, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.017343908427879362, "ret_p3m": -0.24585154770111584, "ret_signed_p3m": -0.24585154770111584, "alpha_spy_p3m": -0.20401384102607312, "alpha_c_p3m": -0.20401384102607312, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.04183770667504272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.31329061964087745, "alpha_spy_stated": -0.2959467112129981, "alpha_c_stated": -0.2959467112129981, "price_path": [0.2399, 0.2624, 0.2389, 0.2133, 0.1848, 0.166, 0.2112, 0.188, 0.1794, 0.2055, 0.216, 0.2498, 0.2371, 0.2053, 0.1862, 0.1999, 0.1669, 0.1126, 0.1378, 0.1094, 0.1321, 0.1609, 0.128, 0.1134, 0.0919, 0.0338, 0.0086, 0.018, 0.0017, -0.0512, -0.0681, -0.0333, -0.0434, -0.0086, -0.0002, -0.0043, -0.0546, 0.0005, 0.0243, 0.0091, -0.021, -0.0073, 0.0152, 0.0078, 0.0132, -0.0114, -0.0535, -0.0379, -0.0566, -0.064, -0.0351, -0.0309, -0.0426, -0.0405, -0.0446, -0.0439, -0.0457, -0.0315, -0.0416, -0.0282, -0.0149, 0.0282, 0.0265, 0.0, -0.0031, -0.0087, -0.0013, 0.044, 0.0616, 0.0465, 0.0462, 0.0136, -0.0328, -0.0211, -0.0202, -0.0198, -0.0333, -0.0242, -0.0233, -0.0739, -0.0786, -0.1382, -0.1717, -0.2003, -0.3133, -0.2273, -0.232, -0.2466, -0.2663, -0.2747, -0.2459, -0.246, -0.2608, -0.2725, -0.2667, -0.2552, -0.2923, -0.2982, -0.2557, -0.2613, -0.2785, -0.2468, -0.2521, -0.2037, -0.2242, -0.2538, -0.2509, -0.2342, -0.2311, -0.228, -0.2228, -0.1801, -0.1904, -0.2197, -0.2343, -0.2276, -0.2233, -0.2277, -0.219, -0.2466, -0.2735, -0.2696, -0.2527, -0.2544, -0.2674, -0.267, -0.2459, -0.2121, -0.2211, -0.214, -0.2007, -0.1842, -0.1876, -0.1807, -0.1769, -0.1553, -0.169, -0.1638, -0.1435, -0.1428, -0.1517, -0.1527, -0.1638, -0.1701, -0.1643, -0.1438, -0.1257, -0.1137, -0.1082, -0.1237, -0.1218, -0.1049, -0.1186, -0.1318, -0.1123, -0.1341, -0.1572, -0.1594, -0.1517, -0.1508, -0.1733, -0.1536, -0.1696, -0.1858, -0.1946, -0.1964, -0.2189, -0.2695, -0.2989, -0.3012, -0.3328, -0.309, -0.3249, -0.327, -0.3039, -0.3041, -0.274, -0.2815, -0.2945, -0.3112, -0.3041, -0.2996, -0.3137, -0.332, -0.3459, -0.3427, null, null, null, null]}
{"unit_id": "orig:2062456352232951826", "ticker_idx": 0, "ts": "2026-06-04T08:48:07+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time to go deeper and back to basics... If you want to know whether Amazon's autonomy spend is actually flowing to Ouster, skip the press releases and watch one line in the 10-Q: vested warrant shares. It's at 76%. The next print tells you if the spend is still coming.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: Amazon warrant vesting at 76% signals continued lidar spend, a buried fundamental that most coverage misses.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST is down another 4% pre-market. Time to go deeper and back to basics.\n\n$AMZN holds a warrant in $OUST that only pays off if Amazon keeps buying Ouster's lidar. That's right, one of the biggest companies in the world has a direct interest in $OUST stock price.\n\nAs of the last filings, 76% of it has vested. That single number is the cleanest read on the relationship - and it sits in a footnote almost no $OUST  coverage touches.\n\nOuster didn't sign Amazon. Velodyne did, in Feb 2022. Ouster inherited the warrant in the 2023 merger of equals. That's why it stays off the radar.\n\nThe warrant: ~3.27M Ouster shares issuable, $50.57 strike, expires Feb 2030. (Originally 39.6M Velodyne shares at $4.18, adjusted ~12:1 in the merger.)\n\nVesting isn't time-based. It vests only as Amazon pays Ouster for goods and services, against a capped spend.\n\nAs of the Sept 2025 10-Q: 2,501,662 of 3,271,970 shares vested. ~76%. Amazon has been spending.\n\nWiden the frame:\n$AMZN  bought Zoox for $1.3B in 2020. Robotaxis, Prime Air drones, warehouse autonomy - perception hardware sits under all of it.\n\nA warrant that vests on purchases aligns $AMZN to keep buying: every dollar of lidar spend earns equity at a fixed strike.\n\nThe strike is $50.57 - only a bit higher than where the stock trades. Not a deep-ITM giveaway.\n\nIf you want to know whether Amazon's autonomy spend is actually flowing to Ouster, skip the press releases and watch one line in the 10-Q: vested warrant shares.\n\nIt's at 76%. The next print tells you if the spend is still coming.\n$OUST $AMZN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06646848710921527, "ret_signed_m1d": -0.06646848710921527, "alpha_spy_m1d": -0.06270402606243564, "alpha_c_m1d": -0.08230943059521134, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.015840943485996073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1573582464090284, "ret_signed_p1d": -0.1573582464090284, "alpha_spy_p1d": -0.13154887516010272, "alpha_c_p1d": -0.09073297846669892, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.06662526794232948, "ret_p1w": -0.15884475510721052, "ret_signed_p1w": -0.15884475510721052, "alpha_spy_p1w": -0.1333127779605402, "alpha_c_p1w": -0.10728396731247392, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.05156078779473661, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5636, -0.525, -0.4744, -0.5209, -0.5441, -0.5477, -0.5458, -0.5596, -0.5528, -0.5742, -0.5502, -0.5632, -0.5706, -0.5899, -0.625, -0.6468, -0.6099, -0.6046, -0.5861, -0.5861, -0.5899, -0.5895, -0.5698, -0.5746, -0.5606, -0.5354, -0.5027, -0.481, -0.4867, -0.4848, -0.4237, -0.4137, -0.4105, -0.4392, -0.4007, -0.4283, -0.4451, -0.4576, -0.4275, -0.4383, -0.4022, -0.3927, -0.3758, -0.4795, -0.4649, -0.4309, -0.4245, -0.2744, -0.2597, -0.2597, -0.3472, -0.3689, -0.3444, -0.2548, -0.2136, -0.2136, -0.0932, -0.0607, -0.1011, -0.0221, -0.0459, -0.0225, -0.0665, 0.0, -0.1574, -0.1319, -0.182, -0.1848, -0.1588, -0.1548, -0.0406, -0.0926, -0.1353, -0.011, -0.011, 0.0125, -0.041, -0.1355, -0.1119, -0.1077, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019370963226529889", "ticker_idx": 0, "ts": "2026-02-05T11:22:10+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm looking to move into $TE $IREN more", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author looking to add to positions in TE and IREN on power/energy thesis.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@OInvests Boom. That's it. Power and energy is everything. I'm looking to move into $TE $IREN more", "reply_text": null, "parent_text": "@CoffeeStocksGuy Agreed. The bargaining power lies with those who hold the resource.. the limitation of expansion is POWER", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": 0.06327373306104866, "ret_signed_m1d": 0.06327373306104866, "alpha_spy_m1d": 0.05062649404001185, "alpha_c_m1d": 0.057215721001874, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.006058012059174667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1375516477937755, "ret_signed_p1d": 0.1375516477937755, "alpha_spy_p1d": 0.11836686131695551, "alpha_c_p1d": 0.1089837410726755, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.02856790672109999, "ret_p1w": -0.14580466926554947, "ret_signed_p1w": -0.14580466926554947, "alpha_spy_p1w": -0.15119121646217426, "alpha_c_p1w": -0.17181872691464717, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.0260140576490977, "ret_p1m": -0.07565339644812064, "ret_signed_p1m": -0.07565339644812064, "alpha_spy_p1m": -0.06792038794116839, "alpha_c_p1m": -0.08497806134425712, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": 0.00932466489613648, "ret_p3m": -0.26547453004156096, "ret_signed_p3m": -0.26547453004156096, "alpha_spy_p3m": -0.33649761180287474, "alpha_c_p3m": -0.29234661246806015, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.02687208242649919, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07565339644812064, "alpha_spy_stated": -0.06792038794116839, "alpha_c_stated": -0.08497806134425712, "price_path": [-0.381, -0.3934, -0.4704, -0.5199, -0.5378, -0.5626, -0.5791, -0.6025, -0.6259, -0.6259, -0.5681, -0.5475, -0.4718, -0.4718, -0.4333, -0.3851, -0.348, -0.3783, -0.2971, -0.1981, -0.1719, -0.0743, -0.1541, -0.1926, -0.2641, -0.304, -0.2517, -0.2545, -0.1719, -0.1155, 0.0041, -0.022, -0.0303, -0.0303, -0.0646, -0.1169, -0.1059, -0.0812, -0.0812, 0.0784, 0.1279, 0.0523, 0.0014, -0.0633, -0.0454, -0.0083, 0.0812, 0.0812, 0.0193, 0.1238, 0.1238, 0.1389, 0.0757, 0.1513, 0.1692, 0.1197, 0.2545, 0.3054, 0.2215, 0.1458, 0.1912, 0.2503, 0.0633, 0.0, 0.1376, 0.0509, 0.033, -0.0578, -0.1458, -0.1582, -0.1582, -0.1142, -0.1114, -0.132, -0.1458, -0.1348, -0.0248, -0.0069, 0.0028, -0.1527, -0.0591, -0.1045, -0.0234, -0.0633, -0.0757, -0.0151, 0.0977, 0.1197, 0.0646, 0.0481, 0.0619, 0.0715, 0.0083, 0.0605, -0.0922, -0.0591, -0.0908, -0.0812, -0.1362, -0.2077, -0.227, -0.3961, -0.3838, -0.4237, -0.4237, -0.4429, -0.4594, -0.4264, -0.425, -0.3549, -0.2971, -0.3315, -0.2655, -0.3136, -0.3081, -0.315, -0.2999, -0.2586, -0.2586, -0.2724, -0.2696, -0.326, -0.3274, -0.3398, -0.2916, -0.2985, -0.2655, -0.2751, -0.2916, -0.1527, -0.1692, -0.1953, -0.2283, -0.2118, -0.2201, -0.0371, -0.0536, 0.1967, 0.1994, 0.1114, 0.1114, 0.4374, 0.5076, 0.4883, 0.4525, 0.4319, 0.6561, 0.5818, 0.6039, 0.2971, 0.2558, 0.1637, 0.0633, 0.1651, 0.1692, 0.227, 0.1871, 0.2435, 0.2861, 0.2861, 0.4305, 0.271, 0.1733, 0.1692, 0.1293, null, 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:2019370963226529889", "ticker_idx": 1, "ts": "2026-02-05T11:22:10+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm looking to move into $TE $IREN more", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author looking to add to positions in TE and IREN on power/energy thesis.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@OInvests Boom. That's it. Power and energy is everything. I'm looking to move into $TE $IREN more", "reply_text": null, "parent_text": "@CoffeeStocksGuy Agreed. The bargaining power lies with those who hold the resource.. the limitation of expansion is POWER", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": 0.1294294444002373, "ret_signed_m1d": 0.1294294444002373, "alpha_spy_m1d": 0.11678220537920048, "alpha_c_m1d": 0.1168567505716287, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.012572693828608594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05126918493563726, "ret_signed_p1d": 0.05126918493563726, "alpha_spy_p1d": 0.032084398458817276, "alpha_c_p1d": 0.03306690946347346, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.018202275472163798, "ret_p1w": 0.006031612421397936, "ret_signed_p1w": 0.006031612421397936, "alpha_spy_p1w": 0.0006450652247731448, "alpha_c_p1w": 0.03605602378577655, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": -0.03002441136437861, "ret_p1m": -0.07765770498844282, "ret_signed_p1m": -0.07765770498844282, "alpha_spy_p1m": -0.06992469648149058, "alpha_c_p1m": -0.02661622733012292, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.0510414776583199, "ret_p3m": 0.3757225538817588, "ret_signed_p3m": 0.3757225538817588, "alpha_spy_p3m": 0.304699472120445, "alpha_c_p3m": 0.4026471140363961, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": -0.02692456015463729, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07765770498844282, "alpha_spy_stated": -0.06992469648149058, "alpha_c_stated": -0.02661622733012292, "price_path": [0.5122, 0.4421, 0.3998, 0.2227, 0.1654, 0.1915, 0.2277, 0.1518, 0.0925, 0.0621, 0.2186, 0.193, 0.2176, 0.2176, 0.2016, 0.2186, 0.0334, 0.1048, 0.1674, 0.1236, 0.1646, 0.1772, 0.1038, 0.1043, 0.0085, -0.1083, -0.0804, -0.151, -0.1003, 0.0033, 0.0565, 0.0573, 0.055, 0.055, 0.0128, -0.0096, -0.0374, -0.0508, -0.0508, 0.0731, 0.2124, 0.1538, 0.0964, 0.148, 0.1568, 0.2649, 0.3317, 0.329, 0.3041, 0.4531, 0.4531, 0.3637, 0.3441, 0.3134, 0.4245, 0.3159, 0.5077, 0.5818, 0.5039, 0.3506, 0.334, 0.3669, 0.1294, 0.0, 0.0513, 0.1598, 0.0789, 0.0724, 0.006, 0.0611, 0.0611, 0.0297, 0.0576, 0.088, 0.0048, 0.0646, 0.1422, 0.1066, 0.1118, 0.0292, 0.0402, -0.0236, 0.1018, 0.0084, -0.0777, -0.0239, -0.042, 0.055, 0.0397, 0.045, 0.1294, 0.0797, 0.0608, 0.047, 0.0377, 0.0596, 0.0334, 0.0412, -0.0588, -0.1181, -0.2053, -0.1385, -0.1433, -0.1262, -0.1262, -0.1171, -0.1018, -0.0744, -0.0686, -0.0118, 0.0824, 0.1905, 0.2269, 0.1988, 0.2093, 0.2244, 0.1352, 0.2161, 0.3074, 0.2727, 0.2154, 0.1169, 0.0772, 0.1438, 0.1475, 0.2435, 0.3757, 0.5325, 0.4288, 0.5381, 0.386, 0.4215, 0.3865, 0.4677, 0.3305, 0.2682, 0.1998, 0.3247, 0.4592, 0.4282, 0.4282, 0.5024, 0.705, 0.6097, 0.5969, 0.6419, 0.6738, 0.6456, 0.5547, 0.3659, 0.4876, 0.3576, 0.2948, 0.4252, 0.5021, 0.5293, 0.4873, 0.4604, 0.5069, 0.5069, 0.4293, 0.3752, 0.2641, 0.1998, 0.1865, null, 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:2003073947726725611", "ticker_idx": 0, "ts": "2025-12-22T12:03:39+00:00", "symbol": "Enphase Energy", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Overall, bullish for TE equity as North American solar deployment accelerates to 50GW+ annually by 2027", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish TE equity on IRA domestic content credits, tariff tailwinds, 10GW+ capacity, and accelerating North American solar deployment to 50GW+ by 2027.", "resolved_tickers": ["ENPH"], "resolution_method": "exchange_ticker", "resolution_reason": "Enphase Energy NASDAQ-listed US solar inverter company", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "self_thread", "lang": "en", "tweet_text": "4. Financial Implications\n\nThis offtake provides T1 with backlog visibility equivalent to ~18% of G2_Austin’s Phase 1 capacity, potentially boosting 2027+ revenue as domestic modules command premiums (historically 10-20% over imports due to financing benefits). \n\nShares rose ~5% premarket to $6.75 post-announcement, reflecting market validation amid sector volatility. \n\nRisks include execution delays on G2_Austin (forward-looking statements highlight SEC-filed factors like supply chain and policy shifts), but the deal de-risks utilization and supports margin expansion via vertical integration.\n\n---\n\n5. Market Context\n\nU.S. solar manufacturing benefits from IRA tax credits scaling with domestic content (up to 45% adder for cells), positioning T1 ahead of Southeast Asian reliance amid Trump administration tariff hikes. \n\nTreaty Oak’s scale-up aligns with IPP growth, where supply predictability drives 15-20% better financing terms; this could catalyze similar deals for T1’s 10GW+ total capacity. \n\nOverall, bullish for TE equity as North American solar deployment accelerates to 50GW+ annually by 2027.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007462686567164201, "ret_signed_m1d": -0.007462686567164201, "alpha_spy_m1d": -0.0012714528881432319, "alpha_c_m1d": -0.0012714528881432319, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.006191233679020969, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03820891878498134, "ret_signed_p1d": -0.03820891878498134, "alpha_spy_p1d": -0.042779411132311984, "alpha_c_p1d": -0.042779411132311984, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.004570492347330646, "ret_p1w": -0.011044744235366166, "ret_signed_p1w": -0.011044744235366166, "alpha_spy_p1w": -0.0154545870604611, "alpha_c_p1w": -0.0154545870604611, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.004409842825094934, "ret_p1m": 0.03044777485861716, "ret_signed_p1m": 0.03044777485861716, "alpha_spy_p1m": 0.04103433645888355, "alpha_c_p1m": 0.04103433645888355, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.010586561600266386, "ret_p3m": 0.33253729521338626, "ret_signed_p3m": 0.33253729521338626, "alpha_spy_p3m": 0.36908653989183726, "alpha_c_p3m": 0.36908653989183726, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.036549244678451, "ret_p6m": 0.5002984573592002, "ret_signed_p6m": 0.5002984573592002, "alpha_spy_p6m": 0.4016619802589698, "alpha_c_p6m": 0.4016619802589698, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.09863647710023038, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.134, 0.1069, 0.0896, 0.077, 0.0564, 0.1048, 0.1266, 0.0985, 0.1093, 0.0827, 0.0755, 0.0958, 0.023, 0.0394, 0.0878, 0.1206, 0.1212, 0.0913, 0.1218, 0.1072, 0.077, 0.0639, 0.0815, 0.0988, 0.0955, -0.0704, -0.1006, -0.0893, -0.1191, -0.134, -0.0388, -0.0696, -0.0979, -0.0197, -0.0794, -0.0833, -0.137, -0.1439, -0.1782, -0.1761, -0.1973, -0.2203, -0.1961, -0.2006, -0.1728, -0.1696, -0.1696, -0.1388, -0.1469, -0.1307, -0.1227, -0.0818, -0.0672, -0.0675, -0.0582, -0.0212, -0.0146, -0.0394, -0.0636, -0.049, -0.0564, -0.0161, -0.0075, 0.0, -0.0382, -0.0194, -0.0194, -0.0149, -0.011, -0.0391, -0.0433, -0.0433, 0.0075, 0.0149, 0.0373, 0.0355, 0.0576, 0.0513, 0.0949, 0.0857, 0.0785, 0.0555, 0.0442, 0.0442, 0.0304, 0.0737, 0.2084, 0.1779, 0.1767, 0.1919, 0.2081, 0.1418, 0.1039, 0.0887, 0.1128, 0.5424, 0.411, 0.4866, 0.5015, 0.5, 0.4397, 0.3176, 0.2982, 0.2982, 0.3624, 0.3743, 0.3209, 0.3899, 0.4149, 0.4848, 0.4475, 0.3663, 0.2618, 0.3346, 0.2896, 0.2734, 0.2284, 0.2009, 0.2197, 0.3012, 0.2937, 0.2716, 0.3155, 0.3699, 0.3343, 0.2919, 0.3325, 0.3167, 0.2167, 0.223, 0.2696, 0.1994, 0.1296, 0.0639, 0.1287, 0.1427, 0.0424, 0.0424, 0.0042, -0.0436, -0.0281, -0.0669, -0.069, -0.0636, -0.0448, -0.0394, -0.046, -0.0304, 0.0113, 0.0036, 0.0555, 0.0794, 0.0678, 0.0519, 0.0239, -0.069, -0.0161, 0.0104, -0.0287, 0.0752, 0.0687, 0.0588, 0.0881, 0.1239, 0.1188, 0.2537, 0.4331, 0.5788, 0.4833, 0.3958, 0.5866, 0.8609, 0.9113, 0.9113, 0.997, 1.0979, 1.0746, 1.0406, 0.9027, 1.1591, 1.0603, 1.0415, 0.6737, 0.6979, 0.5973, 0.5096, 0.6397, 0.6296, 0.5642, 0.5003]}
{"unit_id": "reply:2008594187684638797", "ticker_idx": 0, "ts": "2026-01-06T17:39:06+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Such a great dip buying opportunity… I loaded up", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought the dip in IREN; views current free fall as a strong buying opportunity.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RJCcapital @jiahanjimliu Such a great dip buying opportunity… I loaded up https://t.co/rQaKEF2iGW", "reply_text": null, "parent_text": "$IREN in free fall. Any word on when they’re getting the new $NVDA chips @jiahanjimliu https://t.co/uXsY5zwtJk", "quoted_text": null, "parent_author": "RJCcapital", "ret_m1d": 0.05075151032016456, "ret_signed_m1d": 0.05075151032016456, "alpha_spy_m1d": 0.05666350902735828, "alpha_c_m1d": 0.05553880514587872, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.004787294825714161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049771288499381505, "ret_signed_p1d": -0.049771288499381505, "alpha_spy_p1d": -0.04654787621818335, "alpha_c_p1d": -0.03576415995186488, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.014007128547516623, "ret_p1w": 0.15421480842051838, "ret_signed_p1w": 0.15421480842051838, "alpha_spy_p1w": 0.15138165049469188, "alpha_c_p1w": 0.19269006743498596, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.03847525901446758, "ret_p1m": -0.021128321148487283, "ret_signed_p1m": -0.021128321148487283, "alpha_spy_p1m": -0.013004733270568059, "alpha_c_p1m": 0.022134164469400308, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.04326248561788759, "ret_p3m": -0.24264864793451713, "ret_signed_p3m": -0.24264864793451713, "alpha_spy_p3m": -0.19322914241871525, "alpha_c_p3m": -0.12535426225410373, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.1172943856804134, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021128321148487283, "alpha_spy_stated": -0.013004733270568059, "alpha_c_stated": 0.022134164469400308, "price_path": [0.3908, 0.3019, 0.3971, 0.5151, 0.4807, 0.3468, 0.3226, 0.2899, 0.2022, 0.1289, 0.2167, 0.3701, 0.4156, 0.3596, 0.3161, 0.2681, 0.3232, 0.4757, 0.4513, 0.6643, 0.4585, 0.3587, 0.3106, 0.2498, 0.2132, 0.0597, 0.01, 0.0327, 0.064, -0.0017, -0.0531, -0.0795, 0.0562, 0.034, 0.0553, 0.0553, 0.0414, 0.0562, -0.1043, -0.0425, 0.0118, -0.0261, 0.0094, 0.0203, -0.0433, -0.0429, -0.1259, -0.2272, -0.203, -0.2642, -0.2202, -0.1305, -0.0843, -0.0836, -0.0856, -0.0856, -0.1222, -0.1416, -0.1658, -0.1773, -0.1773, -0.0699, 0.0508, 0.0, -0.0498, -0.005, 0.0026, 0.0963, 0.1542, 0.1518, 0.1303, 0.2594, 0.2594, 0.1819, 0.1649, 0.1383, 0.2346, 0.1405, 0.3067, 0.3709, 0.3034, 0.1706, 0.1562, 0.1847, -0.0211, -0.1333, -0.0889, 0.0052, -0.0649, -0.0706, -0.1281, -0.0804, -0.0804, -0.1076, -0.0834, -0.0571, -0.1292, -0.0773, -0.01, -0.0409, -0.0364, -0.108, -0.0985, -0.1538, -0.0451, -0.126, -0.2006, -0.154, -0.1697, -0.0856, -0.0989, -0.0943, -0.0211, -0.0643, -0.0806, -0.0926, -0.1006, -0.0817, -0.1043, -0.0976, -0.1843, -0.2357, -0.3113, -0.2533, -0.2575, -0.2426, -0.2426, -0.2348, -0.2215, -0.1978, -0.1928, -0.1435, -0.0619, 0.0318, 0.0634, 0.039, 0.0481, 0.0612, -0.0161, 0.054, 0.1331, 0.103, 0.0534, -0.032, -0.0664, -0.0087, -0.0054, 0.0778, 0.1923, 0.3283, 0.2383, 0.333, 0.2013, 0.232, 0.2017, 0.2721, 0.1531, 0.0991, 0.0399, 0.1481, 0.2646, 0.2379, 0.2379, 0.3021, 0.4777, 0.3951, 0.384, 0.423, 0.4507, 0.4263, 0.3474, 0.1838, 0.2893, 0.1766, 0.1222, 0.2352, 0.3019, 0.3254, 0.289, 0.2657, 0.306, 0.306, 0.2387, 0.1919, 0.0956, 0.0399, 0.0283, null, null, null]}
{"unit_id": "orig:2027424409619746903", "ticker_idx": 0, "ts": "2026-02-27T16:43:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy more if you truly believe. $NBIS - AI CLOUD ... IM STILL BULLISH", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying dips across all six names; fundamentals unchanged, remaining bullish on AI cloud, drone tech, space, satellite imagery, solar, and AI datacenters.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "ALL OF MY FAVOURITES ARE DUMPING?\n\nI don’t care, buy more if you truly believe.\n\n$NBIS - AI CLOUD \n$ONDS - DRONE TECH\n$RKLB - SPACE\n$PL - SATELLITE IMAGERY\n$TE - DOMESTIC US SOLAR\n$IREN - AI DATACENTERS\n\nFundamentals the same? YEP\n\nIM STILL BULLISH https://t.co/BgZdVfWZRd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.15012604940775343, "ret_signed_m1d": 0.15012604940775343, "alpha_spy_m1d": 0.1453009386526598, "alpha_c_m1d": 0.16139250420666218, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.011266454798908754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001973903940746591, "ret_signed_p1d": -0.001973903940746591, "alpha_spy_p1d": -0.0025424269267945165, "alpha_c_p1d": -0.00044911911826117645, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": -0.0015247848224854144, "ret_p1w": -0.020396979499443413, "ret_signed_p1w": -0.020396979499443413, "alpha_spy_p1w": -0.0005569942116304683, "alpha_c_p1w": -0.015399062858507229, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.004997916640936184, "ret_p1m": 0.011733739074212046, "ret_signed_p1m": 0.011733739074212046, "alpha_spy_p1m": 0.08796528320893948, "alpha_c_p1m": 0.09428767077253641, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.08255393169832437, "ret_p3m": 1.285009206476058, "ret_signed_p3m": 1.285009206476058, "alpha_spy_p3m": 1.1880405270299081, "alpha_c_p3m": 1.2970295707421275, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": -0.012020364266069339, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011733739074212046, "alpha_spy_stated": 0.08796528320893948, "alpha_c_stated": 0.09428767077253641, "price_path": [0.0577, 0.0848, 0.1273, 0.0751, 0.1002, 0.0572, 0.0263, 0.0339, -0.0384, -0.1102, -0.1123, -0.1726, -0.1437, -0.019, 0.0224, -0.0127, -0.0007, -0.0007, -0.0395, -0.0565, -0.066, -0.0821, -0.0821, -0.0136, 0.018, 0.0992, 0.055, 0.067, 0.0739, 0.177, 0.1562, 0.1183, 0.1392, 0.1923, 0.1923, 0.0888, 0.0842, 0.0621, 0.0363, 0.003, 0.0733, 0.1013, 0.0408, -0.0658, -0.0332, -0.0136, -0.0965, -0.1899, -0.0558, 0.0185, 0.0066, -0.0283, -0.016, 0.0748, 0.0748, 0.0694, 0.1164, 0.1801, 0.0738, 0.1033, 0.1249, 0.1637, 0.1501, 0.0, -0.002, -0.0481, 0.0723, 0.0489, -0.0204, 0.0411, 0.0575, 0.2282, 0.1848, 0.2386, 0.424, 0.2757, 0.3001, 0.3326, 0.2898, 0.2518, 0.2601, 0.2621, 0.1621, 0.1056, 0.0117, 0.1378, 0.118, 0.1933, 0.1933, 0.2341, 0.2874, 0.3708, 0.495, 0.5898, 0.6949, 0.7759, 0.8288, 0.8131, 0.7232, 0.7454, 0.7167, 0.7122, 0.7226, 0.6138, 0.5896, 0.486, 0.5483, 0.5158, 0.6942, 0.9346, 0.9292, 1.1394, 1.0262, 0.9416, 1.0408, 0.9641, 1.2729, 1.4252, 1.4119, 1.1917, 1.1683, 1.1035, 1.4118, 1.3552, 1.3552, 1.2816, 1.285, 1.4821, 1.5342, 1.9006, 1.8575, 1.76, 1.8476, 1.4982, 1.3906, 1.4139, 1.3214, 1.4371, 1.5481, 1.852, 1.9071, 2.0805, 2.1439, 2.1439, 2.1101, 2.0184, 1.8475, 1.8142, 1.6352, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2027424409619746903", "ticker_idx": 4, "ts": "2026-02-27T16:43:41+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy more if you truly believe. $TE - DOMESTIC US SOLAR ... IM STILL BULLISH", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying dips across all six names; fundamentals unchanged, remaining bullish on AI cloud, drone tech, space, satellite imagery, solar, and AI datacenters.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "ALL OF MY FAVOURITES ARE DUMPING?\n\nI don’t care, buy more if you truly believe.\n\n$NBIS - AI CLOUD \n$ONDS - DRONE TECH\n$RKLB - SPACE\n$PL - SATELLITE IMAGERY\n$TE - DOMESTIC US SOLAR\n$IREN - AI DATACENTERS\n\nFundamentals the same? YEP\n\nIM STILL BULLISH https://t.co/BgZdVfWZRd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.18344158156361723, "ret_signed_m1d": 0.18344158156361723, "alpha_spy_m1d": 0.1786164708085236, "alpha_c_m1d": 0.18592545207883415, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.002483870515216924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11038966266556938, "ret_signed_p1d": 0.11038966266556938, "alpha_spy_p1d": 0.10982113967952145, "alpha_c_p1d": 0.10045400741612842, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.009935655249440956, "ret_p1w": 0.09090908387194263, "ret_signed_p1w": 0.09090908387194263, "alpha_spy_p1w": 0.11074906915975558, "alpha_c_p1w": 0.13155488327835607, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.04064579940641344, "ret_p1m": -0.08766233364111009, "ret_signed_p1m": -0.08766233364111009, "alpha_spy_p1m": -0.011430789506382655, "alpha_c_p1m": 0.02575046322791763, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.11341279686902772, "ret_p3m": 0.7792208294861243, "ret_signed_p3m": 0.7792208294861243, "alpha_spy_p3m": 0.6822521500399743, "alpha_c_p3m": 0.7924884596931903, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": -0.013267630207066006, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08766233364111009, "alpha_spy_stated": -0.011430789506382655, "alpha_c_stated": 0.02575046322791763, "price_path": [-0.2305, -0.2662, -0.1705, -0.0536, -0.0227, 0.0925, -0.0016, -0.0471, -0.1315, -0.1786, -0.1169, -0.1201, -0.0227, 0.0438, 0.1851, 0.1542, 0.1445, 0.1445, 0.1039, 0.0422, 0.0552, 0.0844, 0.0844, 0.2727, 0.3312, 0.2419, 0.1818, 0.1055, 0.1266, 0.1705, 0.276, 0.276, 0.2029, 0.3263, 0.3263, 0.3442, 0.2695, 0.3588, 0.3799, 0.3214, 0.4805, 0.5406, 0.4416, 0.3523, 0.4058, 0.4756, 0.2549, 0.1802, 0.3425, 0.2403, 0.2192, 0.112, 0.0081, -0.0065, -0.0065, 0.0455, 0.0487, 0.0244, 0.0081, 0.0211, 0.151, 0.1721, 0.1834, 0.0, 0.1104, 0.0568, 0.1526, 0.1055, 0.0909, 0.1623, 0.2955, 0.3214, 0.2565, 0.237, 0.2532, 0.2646, 0.1899, 0.2516, 0.0714, 0.1104, 0.0731, 0.0844, 0.0195, -0.0649, -0.0877, -0.2873, -0.2727, -0.3198, -0.3198, -0.3425, -0.362, -0.3231, -0.3214, -0.2386, -0.1705, -0.211, -0.1331, -0.1899, -0.1834, -0.1916, -0.1737, -0.125, -0.125, -0.1412, -0.138, -0.2045, -0.2062, -0.2208, -0.164, -0.1721, -0.1331, -0.1445, -0.164, 0.0, -0.0195, -0.0503, -0.0893, -0.0698, -0.0795, 0.1364, 0.1169, 0.4123, 0.4156, 0.3117, 0.3117, 0.6964, 0.7792, 0.7565, 0.7143, 0.6899, 0.9545, 0.8669, 0.8929, 0.5308, 0.4821, 0.3734, 0.2549, 0.375, 0.3799, 0.4481, 0.401, 0.4675, 0.5179, 0.5179, 0.6883, 0.5, 0.3847, 0.3799, 0.3328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027424409619746903", "ticker_idx": 5, "ts": "2026-02-27T16:43:41+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy more if you truly believe. $IREN - AI DATACENTERS ... IM STILL BULLISH", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying dips across all six names; fundamentals unchanged, remaining bullish on AI cloud, drone tech, space, satellite imagery, solar, and AI datacenters.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "ALL OF MY FAVOURITES ARE DUMPING?\n\nI don’t care, buy more if you truly believe.\n\n$NBIS - AI CLOUD \n$ONDS - DRONE TECH\n$RKLB - SPACE\n$PL - SATELLITE IMAGERY\n$TE - DOMESTIC US SOLAR\n$IREN - AI DATACENTERS\n\nFundamentals the same? YEP\n\nIM STILL BULLISH https://t.co/BgZdVfWZRd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08034190120223039, "ret_signed_m1d": 0.08034190120223039, "alpha_spy_m1d": 0.07551679044713677, "alpha_c_m1d": 0.05953696017743182, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": 0.020804941024798573, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010744777008824702, "ret_signed_p1d": 0.010744777008824702, "alpha_spy_p1d": 0.010176254022776776, "alpha_c_p1d": 0.013272478026369106, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": -0.0025277010175444037, "ret_p1w": -0.1037851018514836, "ret_signed_p1w": -0.1037851018514836, "alpha_spy_p1w": -0.08394511656367065, "alpha_c_p1w": -0.08706334138770211, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.016721760463781488, "ret_p1m": -0.22783882173086267, "ret_signed_p1m": -0.22783882173086267, "alpha_spy_p1m": -0.15160727759613524, "alpha_c_p1m": -0.17297956977355156, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.05485925195731112, "ret_p3m": 0.6566543363605293, "ret_signed_p3m": 0.6566543363605293, "alpha_spy_p3m": 0.5596856569143793, "alpha_c_p3m": 0.6517094361428475, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": 0.004944900217681791, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22783882173086267, "alpha_spy_stated": -0.15160727759613524, "alpha_c_stated": -0.17297956977355156, "price_path": [0.0042, 0.0735, 0.1343, 0.0918, 0.1316, 0.1438, 0.0725, 0.073, -0.02, -0.1336, -0.1065, -0.1751, -0.1258, -0.0252, 0.0266, 0.0274, 0.0252, 0.0252, -0.0159, -0.0376, -0.0647, -0.0777, -0.0777, 0.0427, 0.178, 0.1211, 0.0653, 0.1155, 0.1241, 0.2291, 0.294, 0.2913, 0.2672, 0.412, 0.412, 0.325, 0.306, 0.2762, 0.3841, 0.2786, 0.465, 0.537, 0.4613, 0.3123, 0.2962, 0.3282, 0.0974, -0.0283, 0.0215, 0.127, 0.0484, 0.042, -0.0225, 0.031, 0.031, 0.0005, 0.0276, 0.0571, -0.0237, 0.0344, 0.1099, 0.0752, 0.0803, 0.0, 0.0107, -0.0513, 0.0706, -0.0201, -0.1038, -0.0515, -0.0691, 0.0252, 0.0103, 0.0154, 0.0974, 0.0491, 0.0308, 0.0173, 0.0083, 0.0295, 0.0042, 0.0117, -0.0855, -0.1431, -0.2278, -0.1629, -0.1675, -0.1509, -0.1509, -0.1421, -0.1272, -0.1006, -0.095, -0.0398, 0.0518, 0.1568, 0.1922, 0.1648, 0.1751, 0.1897, 0.1031, 0.1817, 0.2703, 0.2366, 0.181, 0.0852, 0.0466, 0.1114, 0.115, 0.2083, 0.3368, 0.4891, 0.3883, 0.4945, 0.3468, 0.3812, 0.3473, 0.4261, 0.2928, 0.2322, 0.1658, 0.2872, 0.4178, 0.3878, 0.3878, 0.4598, 0.6567, 0.5641, 0.5516, 0.5954, 0.6264, 0.599, 0.5106, 0.3272, 0.4454, 0.3192, 0.2581, 0.3849, 0.4596, 0.486, 0.4452, 0.419, 0.4642, 0.4642, 0.3888, 0.3363, 0.2283, 0.1658, 0.1529, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037475916809372154", "ticker_idx": 0, "ts": "2026-03-27T10:24:47+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pass on all five", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all five FinX names: SOFI (losing every vertical), IONQ (no business), RGTI (insider selling/rev decline), EOSE (fraud/margins), ZETA (crowded).", "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": "original", "lang": "en", "tweet_text": "5 FinX names I’m not touching: \n\n1. $SOFI (losing on every vertical)\n2. $IONQ (science ≠ business)\n3. $RGTI (insiders selling, revenue declining),\n4. $EOSE (fraud lawsuits, -849% margins),\n5. $ZETA  (Crowded sector)\n\nQuantum is particularly overhyped. Low revenue.\n\nPass on all five. What am I missing? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04202234816540118, "ret_signed_m1d": -0.04202234816540118, "alpha_spy_m1d": -0.024674642771728816, "alpha_c_m1d": -0.016086421129937856, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.025935927035463324, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005252785693407036, "ret_signed_p1d": 0.005252785693407036, "alpha_spy_p1d": 0.0019093950059733134, "alpha_c_p1d": 0.016756662394805888, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": 0.011503876701398852, "ret_p1w": 0.0407091830511217, "ret_signed_p1w": -0.0407091830511217, "alpha_spy_p1w": -0.006423818938070758, "alpha_c_p1w": -0.004733506164685153, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.03597567688643655, "ret_p1m": 0.23177943484870078, "ret_signed_p1m": -0.23177943484870078, "alpha_spy_p1m": -0.10391117090757218, "alpha_c_p1m": -0.14811490613604916, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.08366452871265162, "ret_p3m": 0.1365725532648725, "ret_signed_p3m": -0.1365725532648725, "alpha_spy_p3m": 0.022772317798175123, "alpha_c_p3m": -0.009022251427827976, "bench_spy_p3m": 0.15934487106304762, "bench_c_p3m": 0.12755030183704452, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23177943484870078, "alpha_spy_stated": -0.10391117090757218, "alpha_c_stated": -0.14811490613604916, "price_path": [0.7439, 0.719, 0.719, 0.803, 0.9225, 0.7715, 0.7728, 0.8201, 0.7991, 0.7466, 0.782, 0.7511, 0.736, 0.7157, 0.7157, 0.6737, 0.6835, 0.7131, 0.6973, 0.694, 0.6717, 0.6152, 0.5995, 0.4977, 0.4498, 0.4288, 0.3624, 0.2777, 0.3697, 0.4018, 0.3907, 0.3493, 0.2672, 0.2876, 0.2876, 0.281, 0.283, 0.2672, 0.2489, 0.1963, 0.2252, 0.2666, 0.2541, 0.1661, 0.2075, 0.2219, 0.2278, 0.264, 0.241, 0.2337, 0.2009, 0.2167, 0.1622, 0.1661, 0.1576, 0.1405, 0.128, 0.1215, 0.1097, 0.1261, 0.0965, 0.0873, 0.042, 0.0, -0.0053, 0.0427, 0.0263, 0.0407, 0.0407, 0.0683, 0.0578, 0.0827, 0.0683, 0.065, 0.1195, 0.176, 0.2337, 0.2495, 0.2758, 0.2804, 0.2364, 0.2515, 0.2029, 0.2108, 0.2318, 0.2055, 0.0194, 0.0571, 0.0788, 0.0637, 0.0519, 0.0703, 0.0506, 0.0341, 0.0676, 0.044, 0.0053, 0.0519, 0.025, 0.0315, 0.0, 0.0302, 0.0276, 0.0256, 0.0256, 0.0492, 0.0617, 0.1142, 0.1963, 0.22, 0.1648, 0.0952, 0.1261, 0.0525, 0.0834, 0.0814, 0.042, 0.0946, 0.0886, 0.1248, 0.1628, 0.1438, 0.176, 0.176, 0.1228, 0.1353, 0.1366, 0.1359, 0.174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037475916809372154", "ticker_idx": 1, "ts": "2026-03-27T10:24:47+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pass on all five", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all five FinX names: SOFI (losing every vertical), IONQ (no business), RGTI (insider selling/rev decline), EOSE (fraud/margins), ZETA (crowded).", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "5 FinX names I’m not touching: \n\n1. $SOFI (losing on every vertical)\n2. $IONQ (science ≠ business)\n3. $RGTI (insiders selling, revenue declining),\n4. $EOSE (fraud lawsuits, -849% margins),\n5. $ZETA  (Crowded sector)\n\nQuantum is particularly overhyped. Low revenue.\n\nPass on all five. What am I missing? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0846964705314639, "ret_signed_m1d": -0.0846964705314639, "alpha_spy_m1d": -0.06734876513779153, "alpha_c_m1d": -0.06483815655207215, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.01985831397939175, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03344238708250058, "ret_signed_p1d": 0.03344238708250058, "alpha_spy_p1d": 0.030098996395066857, "alpha_c_p1d": 0.014815509399371707, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.018626877683128873, "ret_p1w": 0.06506721167888063, "ret_signed_p1w": -0.06506721167888063, "alpha_spy_p1w": -0.03078184756582969, "alpha_c_p1w": -0.018346124680155063, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.04672108699872557, "ret_p1m": 0.5936023187146953, "ret_signed_p1m": -0.5936023187146953, "alpha_spy_p1m": -0.46573405477356666, "alpha_c_p1m": -0.35768793331634896, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.2359143853983463, "ret_p3m": 0.9483823347208931, "ret_signed_p3m": -0.9483823347208931, "alpha_spy_p3m": -0.7890374636578454, "alpha_c_p3m": -0.537758387791476, "bench_spy_p3m": 0.15934487106304762, "bench_c_p3m": 0.41062394692941706, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5936023187146953, "alpha_spy_stated": -0.46573405477356666, "alpha_c_stated": -0.35768793331634896, "price_path": [0.647, 0.631, 0.631, 0.7001, 0.7706, 0.8451, 0.8095, 0.8339, 0.7975, 0.8521, 0.779, 0.8495, 0.7288, 0.8466, 0.8466, 0.8415, 0.7568, 0.7932, 0.7176, 0.5765, 0.6536, 0.6648, 0.5718, 0.4533, 0.4017, 0.3984, 0.2846, 0.1061, 0.2719, 0.2897, 0.2792, 0.2217, 0.1378, 0.2399, 0.2399, 0.2061, 0.2119, 0.2152, 0.1596, 0.1189, 0.1494, 0.221, 0.486, 0.3948, 0.3937, 0.3468, 0.3497, 0.3093, 0.2988, 0.3039, 0.2766, 0.2457, 0.2007, 0.1988, 0.2101, 0.2108, 0.177, 0.1596, 0.1341, 0.2036, 0.1887, 0.1618, 0.0847, 0.0, -0.0334, 0.048, 0.0102, 0.0651, 0.0651, 0.0629, 0.0356, 0.0538, 0.0207, 0.0465, 0.0818, 0.2999, 0.5722, 0.6241, 0.6754, 0.7565, 0.6823, 0.7216, 0.586, 0.5518, 0.5936, 0.566, 0.5307, 0.6401, 0.6794, 0.663, 0.7448, 0.9109, 0.7332, 0.7899, 1.068, 1.0309, 1.0087, 1.0891, 0.8884, 0.7924, 0.7608, 0.9073, 1.1407, 1.3133, 1.3133, 1.3126, 1.3773, 1.5496, 1.6198, 1.5184, 1.5954, 1.4802, 1.3868, 1.064, 1.2828, 1.0607, 1.0585, 1.108, 1.1029, 1.2239, 1.0378, 0.988, 1.0556, 1.0556, 1.12, 1.1029, 0.9484, 0.8379, 0.7924, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037475916809372154", "ticker_idx": 2, "ts": "2026-03-27T10:24:47+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pass on all five", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all five FinX names: SOFI (losing every vertical), IONQ (no business), RGTI (insider selling/rev decline), EOSE (fraud/margins), ZETA (crowded).", "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": "original", "lang": "en", "tweet_text": "5 FinX names I’m not touching: \n\n1. $SOFI (losing on every vertical)\n2. $IONQ (science ≠ business)\n3. $RGTI (insiders selling, revenue declining),\n4. $EOSE (fraud lawsuits, -849% margins),\n5. $ZETA  (Crowded sector)\n\nQuantum is particularly overhyped. Low revenue.\n\nPass on all five. What am I missing? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0818318451622364, "ret_signed_m1d": -0.0818318451622364, "alpha_spy_m1d": -0.06448413976856404, "alpha_c_m1d": -0.061973531182844654, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.01985831397939175, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03153153798172725, "ret_signed_p1d": 0.03153153798172725, "alpha_spy_p1d": 0.02818814729429353, "alpha_c_p1d": 0.01290466029859838, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.018626877683128873, "ret_p1w": 0.06531530822010012, "ret_signed_p1w": -0.06531530822010012, "alpha_spy_p1w": -0.03102994410704918, "alpha_c_p1w": -0.01859422122137455, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.04672108699872557, "ret_p1m": 0.2695195371500545, "ret_signed_p1m": -0.2695195371500545, "alpha_spy_p1m": -0.1416512732089259, "alpha_c_p1m": -0.033605151751708195, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.2359143853983463, "ret_p3m": 0.4662163013587999, "ret_signed_p3m": -0.4662163013587999, "alpha_spy_p3m": -0.30687143029575226, "alpha_c_p3m": -0.05559235442938282, "bench_spy_p3m": 0.15934487106304762, "bench_c_p3m": 0.41062394692941706, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695195371500545, "alpha_spy_stated": -0.1416512732089259, "alpha_c_stated": -0.033605151751708195, "price_path": [0.6824, 0.6629, 0.6629, 0.7718, 0.8776, 0.9054, 0.8926, 0.8956, 0.8559, 0.9167, 0.8371, 0.9309, 0.8544, 0.9234, 0.9234, 0.8761, 0.777, 0.8739, 0.7605, 0.6336, 0.6749, 0.6524, 0.4902, 0.3641, 0.3296, 0.3671, 0.2905, 0.1242, 0.3296, 0.3206, 0.274, 0.2335, 0.1254, 0.208, 0.208, 0.1704, 0.2147, 0.2462, 0.1952, 0.2027, 0.2372, 0.3236, 0.3994, 0.3078, 0.3281, 0.2733, 0.3333, 0.274, 0.277, 0.3213, 0.2755, 0.2718, 0.2065, 0.214, 0.2117, 0.2177, 0.1764, 0.1569, 0.1171, 0.1922, 0.1712, 0.1366, 0.0818, 0.0, -0.0315, 0.0541, 0.0135, 0.0653, 0.0653, 0.0661, 0.039, 0.0908, 0.0743, 0.1021, 0.1359, 0.2665, 0.4347, 0.4602, 0.4872, 0.4745, 0.3701, 0.3799, 0.2658, 0.247, 0.2695, 0.2305, 0.2072, 0.3101, 0.3138, 0.3288, 0.3716, 0.5083, 0.3769, 0.4219, 0.5398, 0.4317, 0.3825, 0.4467, 0.3401, 0.2477, 0.1982, 0.2673, 0.6547, 0.9835, 0.9835, 0.8818, 0.8483, 1.0293, 0.9174, 0.9242, 1.018, 0.8089, 0.8138, 0.5526, 0.634, 0.4782, 0.4598, 0.5488, 0.5751, 0.7042, 0.5495, 0.5199, 0.6036, 0.6036, 0.6051, 0.5976, 0.4662, 0.3821, 0.3784, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037475916809372154", "ticker_idx": 3, "ts": "2026-03-27T10:24:47+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pass on all five", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all five FinX names: SOFI (losing every vertical), IONQ (no business), RGTI (insider selling/rev decline), EOSE (fraud/margins), ZETA (crowded).", "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": "original", "lang": "en", "tweet_text": "5 FinX names I’m not touching: \n\n1. $SOFI (losing on every vertical)\n2. $IONQ (science ≠ business)\n3. $RGTI (insiders selling, revenue declining),\n4. $EOSE (fraud lawsuits, -849% margins),\n5. $ZETA  (Crowded sector)\n\nQuantum is particularly overhyped. Low revenue.\n\nPass on all five. What am I missing? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008230444599618192, "ret_signed_m1d": 0.008230444599618192, "alpha_spy_m1d": 0.025578149993290555, "alpha_c_m1d": 0.021232997991449842, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.01300255339183165, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09567904111386016, "ret_signed_p1d": 0.09567904111386016, "alpha_spy_p1d": 0.09233565042642644, "alpha_c_p1d": 0.07941016390966804, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.016268877204192123, "ret_p1w": 0.0226336735916306, "ret_signed_p1w": -0.0226336735916306, "alpha_spy_p1w": 0.011651690521420344, "alpha_c_p1w": 0.006072407708557437, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.028706081300188035, "ret_p1m": 0.4732509569366019, "ret_signed_p1m": -0.4732509569366019, "alpha_spy_p1m": -0.3453826929954733, "alpha_c_p1m": -0.38964546197973093, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.08360549495687097, "ret_p3m": 0.2469135342178237, "ret_signed_p3m": -0.2469135342178237, "alpha_spy_p3m": -0.08756866315477607, "alpha_c_p3m": -0.1121561304624401, "bench_spy_p3m": 0.15934487106304762, "bench_c_p3m": 0.1347574037553836, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4732509569366019, "alpha_spy_stated": -0.3453826929954733, "alpha_c_stated": -0.38964546197973093, "price_path": [1.3354, 1.358, 1.358, 1.6687, 1.7695, 1.9115, 1.8765, 1.8848, 2.144, 2.3189, 2.4609, 2.5597, 2.4733, 2.5905, 2.5905, 2.5638, 2.607, 2.749, 2.5206, 2.3313, 2.0885, 2.4321, 2.3148, 2.0123, 1.9053, 1.964, 1.5514, 1.321, 1.5329, 1.7243, 1.5144, 1.3827, 1.2202, 1.284, 1.284, 1.356, 1.3786, 1.356, 1.2016, 1.1358, 1.3621, 1.2901, 0.3868, 0.1718, 0.214, 0.2469, 0.3889, 0.3827, 0.2613, 0.2695, 0.3189, 0.3272, 0.2593, 0.1749, 0.144, 0.1605, 0.0864, 0.1358, 0.0679, 0.0988, 0.0473, 0.0494, -0.0082, 0.0, -0.0957, 0.0206, 0.0267, 0.0226, 0.0226, -0.0041, -0.0782, -0.0556, 0.2243, 0.1564, 0.2675, 0.3004, 0.4568, 0.463, 0.4733, 0.4733, 0.4465, 0.5103, 0.4259, 0.5782, 0.4733, 0.4012, 0.3045, 0.3786, 0.3272, 0.3128, 0.2819, 0.3457, 0.3086, 0.6481, 0.7634, 0.6667, 0.7037, 0.6811, 0.6183, 0.5288, 0.4156, 0.463, 0.6811, 0.6584, 0.6584, 0.7963, 0.7716, 0.8498, 0.7346, 0.8457, 0.9383, 0.6872, 0.6626, 0.4568, 0.3765, 0.2881, 0.249, 0.2757, 0.2469, 0.3128, 0.4012, 0.5638, 0.5741, 0.5741, 0.5103, 0.3354, 0.2469, 0.2531, 0.2202, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037475916809372154", "ticker_idx": 4, "ts": "2026-03-27T10:24:47+00:00", "symbol": "ZETA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pass on all five", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all five FinX names: SOFI (losing every vertical), IONQ (no business), RGTI (insider selling/rev decline), EOSE (fraud/margins), ZETA (crowded).", "resolved_tickers": ["ZETA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "5 FinX names I’m not touching: \n\n1. $SOFI (losing on every vertical)\n2. $IONQ (science ≠ business)\n3. $RGTI (insiders selling, revenue declining),\n4. $EOSE (fraud lawsuits, -849% margins),\n5. $ZETA  (Crowded sector)\n\nQuantum is particularly overhyped. Low revenue.\n\nPass on all five. What am I missing? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10515461944429827, "ret_signed_m1d": -0.10515461944429827, "alpha_spy_m1d": -0.0878069140506259, "alpha_c_m1d": -0.0878069140506259, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.017347705393672364, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01786943130402152, "ret_signed_p1d": -0.01786943130402152, "alpha_spy_p1d": -0.021212821991455244, "alpha_c_p1d": -0.021212821991455244, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.0033433906874337227, "ret_p1w": 0.08522335084969757, "ret_signed_p1w": -0.08522335084969757, "alpha_spy_p1w": -0.05093798673664662, "alpha_c_p1w": -0.05093798673664662, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.03428536411305094, "ret_p1m": 0.24329896326099187, "ret_signed_p1m": -0.24329896326099187, "alpha_spy_p1m": -0.11543069931986327, "alpha_c_p1m": -0.11543069931986327, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.1278682639411286, "ret_p3m": 0.29484535433785153, "ret_signed_p3m": -0.29484535433785153, "alpha_spy_p3m": -0.1355004832748039, "alpha_c_p3m": -0.1355004832748039, "bench_spy_p3m": 0.15934487106304762, "bench_c_p3m": 0.15934487106304762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24329896326099187, "alpha_spy_stated": -0.11543069931986327, "alpha_c_stated": -0.11543069931986327, "price_path": [0.4296, 0.3986, 0.3986, 0.3684, 0.4893, 0.6357, 0.5918, 0.6254, 0.677, 0.6687, 0.6158, 0.532, 0.4832, 0.3924, 0.3924, 0.3753, 0.4055, 0.4893, 0.4948, 0.4481, 0.3753, 0.3959, 0.3381, 0.277, 0.2838, 0.2179, 0.1938, 0.0997, 0.1608, 0.1663, 0.1801, 0.1003, 0.0296, 0.0625, 0.0625, 0.0522, 0.0887, 0.0777, 0.121, 0.0296, 0.167, 0.2268, 0.2412, 0.1649, 0.1945, 0.2399, 0.2893, 0.2997, 0.2948, 0.3113, 0.2591, 0.2536, 0.2405, 0.2261, 0.2309, 0.2392, 0.1835, 0.1842, 0.1649, 0.2137, 0.11, 0.1244, 0.1052, 0.0, 0.0179, 0.0942, 0.0811, 0.0852, 0.0852, 0.0866, 0.0804, 0.0804, 0.0529, 0.0041, 0.0742, 0.1134, 0.1938, 0.1973, 0.2357, 0.2474, 0.2241, 0.2481, 0.1746, 0.2048, 0.2433, 0.2213, 0.2241, 0.266, 0.2784, 0.2687, 0.2268, 0.1842, 0.1876, 0.178, 0.1347, 0.1168, 0.1024, 0.1395, 0.1814, 0.3189, 0.2577, 0.2605, 0.2405, 0.2914, 0.2914, 0.3505, 0.3375, 0.3869, 0.5732, 0.7333, 0.7354, 0.5993, 0.5911, 0.5134, 0.4955, 0.4488, 0.3698, 0.3787, 0.389, 0.3588, 0.356, 0.2715, 0.299, 0.299, 0.2694, 0.3409, 0.2948, 0.2289, 0.3045, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023845404597432503", "ticker_idx": 0, "ts": "2026-02-17T19:42:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB - Long 🚀 Down 32% from ATH. Earnings Feb 26. HASTE hypersonic test launching this month. $816M Space Force contract. This is the setup.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RKLB, PL, and ONDS into near-term catalysts including earnings, conferences, and defense contracts over the next ~10 days.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "SO BULLISH on my space and small-cap watchlist going into the next few weeks:\n\n$RKLB - Long 🚀\nDown 32% from ATH. Earnings Feb 26. HASTE hypersonic test launching this month. $816M Space Force contract. This is the setup.\n\n$PL - Long 🛰️\nUp 5.8% Friday. Barclays conference TODAY. Citi conference Wednesday. RPO up 361% YoY to $672M. Nobody's watching yet.\n\n$ONDS - Long 🛡️\n$9.31, down 40% from highs. Just came out of Singapore Airshow with refreshed defense branding. 2026 revenue target raised 25% to $170-180M. Rotron acquisition.\n\n$NBIS - Watching 👀\nRevenue +547% YoY but missed estimates. Market punished it. Watching for re-entry.\n\n5 catalysts across 4 tickers in the next 10 days. This is the most loaded week since I started this account.\n\nFollow along. I post every position update in real time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035055043205581504, "ret_signed_m1d": -0.035055043205581504, "alpha_spy_m1d": -0.033444159320324074, "alpha_c_m1d": -0.02985739274509991, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06481612274799686, "ret_signed_p1d": 0.06481612274799686, "alpha_spy_p1d": 0.05977841519742011, "alpha_c_p1d": 0.06504461785799998, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.0011446820969143179, "ret_signed_p1w": 0.0011446820969143179, "alpha_spy_p1w": -0.0054453219404044795, "alpha_c_p1w": -0.00970752143089948, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": -0.005866304711623305, "ret_signed_p1m": -0.005866304711623305, "alpha_spy_p1m": 0.02550221514694384, "alpha_c_p1m": 0.050679313574854334, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.7852339066059051, "ret_signed_p3m": 0.7852339066059051, "alpha_spy_p3m": 0.6997997313003677, "alpha_c_p3m": 0.8035021256959181, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005866304711623305, "alpha_spy_stated": 0.02550221514694384, "alpha_c_stated": 0.050679313574854334, "price_path": [-0.4351, -0.4234, -0.3926, -0.3905, -0.4001, -0.4001, -0.3971, -0.4224, -0.4005, -0.3601, -0.2936, -0.2981, -0.2623, -0.2355, -0.177, -0.091, -0.1202, -0.2072, -0.206, -0.2279, -0.1427, 0.009, 0.1096, 0.1043, 0.1043, 0.1043, 0.0109, 0.0033, 0.008, -0.0019, -0.0019, 0.0873, 0.118, 0.2309, 0.203, 0.1887, 0.2141, 0.2577, 0.2388, 0.3135, 0.2986, 0.3779, 0.3779, 0.2757, 0.2565, 0.2588, 0.272, 0.1515, 0.2448, 0.2673, 0.2259, 0.1457, 0.061, 0.1628, 0.0461, -0.0511, 0.0348, 0.0851, 0.0306, -0.0039, -0.0555, -0.0351, -0.0351, 0.0, 0.0648, 0.0957, 0.0139, 0.0046, 0.0011, 0.0044, 0.0395, -0.0113, 0.0155, 0.0034, 0.0289, 0.0016, 0.0031, 0.0228, -0.0137, 0.0296, -0.0217, -0.0212, 0.0203, 0.1245, -0.0059, 0.0292, -0.0381, -0.027, -0.0547, 0.0428, -0.0565, -0.1282, -0.179, -0.0811, -0.0625, -0.0309, -0.0309, -0.0318, -0.0511, -0.0116, -0.0451, -0.0263, 0.0104, 0.0333, 0.0531, 0.1866, 0.2133, 0.28, 0.2397, 0.2883, 0.2105, 0.1401, 0.1774, 0.1245, 0.102, 0.1806, 0.1276, 0.1491, 0.1269, 0.2112, 0.1243, 0.5091, 0.6791, 0.6821, 0.7764, 0.8966, 0.7852, 0.8767, 0.8216, 0.9213, 0.795, 0.9425, 0.9425, 1.0489, 1.1495, 1.118, 1.0529, 0.7512, 0.7645, 0.6412, 0.7163, 0.575, 0.6261, 0.5486, 0.5031, 0.6423, 0.465, 0.5632, 0.4971, 0.545, 0.5344, 0.5344, 0.435, 0.361, 0.2221, 0.1545, 0.2096, null, null, null, null, null, null, null, null, null, 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:2023845404597432503", "ticker_idx": 1, "ts": "2026-02-17T19:42:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL - Long 🛰️ Up 5.8% Friday. Barclays conference TODAY. Citi conference Wednesday. RPO up 361% YoY to $672M. Nobody's watching yet.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RKLB, PL, and ONDS into near-term catalysts including earnings, conferences, and defense contracts over the next ~10 days.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "SO BULLISH on my space and small-cap watchlist going into the next few weeks:\n\n$RKLB - Long 🚀\nDown 32% from ATH. Earnings Feb 26. HASTE hypersonic test launching this month. $816M Space Force contract. This is the setup.\n\n$PL - Long 🛰️\nUp 5.8% Friday. Barclays conference TODAY. Citi conference Wednesday. RPO up 361% YoY to $672M. Nobody's watching yet.\n\n$ONDS - Long 🛡️\n$9.31, down 40% from highs. Just came out of Singapore Airshow with refreshed defense branding. 2026 revenue target raised 25% to $170-180M. Rotron acquisition.\n\n$NBIS - Watching 👀\nRevenue +547% YoY but missed estimates. Market punished it. Watching for re-entry.\n\n5 catalysts across 4 tickers in the next 10 days. This is the most loaded week since I started this account.\n\nFollow along. I post every position update in real time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009455245406475576, "ret_signed_m1d": 0.009455245406475576, "alpha_spy_m1d": 0.011066129291733007, "alpha_c_m1d": 0.014652895866957172, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06888792209429462, "ret_signed_p1d": 0.06888792209429462, "alpha_spy_p1d": 0.06385021454371786, "alpha_c_p1d": 0.06911641720429773, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.1125619136899374, "ret_signed_p1w": 0.1125619136899374, "alpha_spy_p1w": 0.1059719096526186, "alpha_c_p1w": 0.1017097101621236, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": 0.11706440741311996, "ret_signed_p1m": 0.11706440741311996, "alpha_spy_p1m": 0.1484329272716871, "alpha_c_p1m": 0.1736100256995976, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.8739306910184401, "ret_signed_p3m": 0.8739306910184401, "alpha_spy_p3m": 0.7884965157129027, "alpha_c_p3m": 0.8921989101084531, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11706440741311996, "alpha_spy_stated": 0.1484329272716871, "alpha_c_stated": 0.1736100256995976, "price_path": [-0.4944, -0.4975, -0.4804, -0.4719, -0.4723, -0.4723, -0.4642, -0.4732, -0.4701, -0.4593, -0.4174, -0.425, -0.4169, -0.4219, -0.4174, -0.2134, -0.1787, -0.1873, -0.195, -0.2584, -0.2125, -0.1364, -0.0725, -0.0666, -0.0851, -0.0851, -0.1283, -0.1054, -0.1112, -0.1121, -0.1121, -0.081, -0.0369, -0.0167, 0.018, 0.0104, 0.0225, 0.1454, 0.14, 0.2035, 0.2733, 0.2958, 0.2958, 0.2607, 0.1878, 0.1733, 0.213, 0.1648, 0.2638, 0.2553, 0.1864, 0.1243, 0.0288, 0.0783, -0.0198, -0.0801, 0.0023, 0.0815, 0.0261, -0.0252, -0.041, 0.0095, 0.0095, 0.0, 0.0689, 0.1306, 0.0761, 0.0707, 0.1126, 0.109, 0.1526, 0.0869, 0.1869, 0.1391, 0.1706, 0.1072, 0.1382, 0.1625, 0.1436, 0.1454, 0.1243, 0.1162, 0.1076, 0.2193, 0.1171, 0.2139, 0.5232, 0.5227, 0.4331, 0.5925, 0.4588, 0.3895, 0.2557, 0.2584, 0.3827, 0.6155, 0.6155, 0.5768, 0.5835, 0.6457, 0.5412, 0.561, 0.5452, 0.5277, 0.5493, 0.796, 0.7326, 0.6884, 0.7123, 0.7771, 0.724, 0.5957, 0.5961, 0.5772, 0.5344, 0.6646, 0.6614, 0.7353, 0.6718, 0.787, 0.5867, 0.7578, 0.8838, 0.8316, 0.8343, 0.9379, 0.8739, 0.8735, 0.8726, 0.9208, 0.9127, 0.9968, 0.9968, 1.1756, 1.2729, 1.3143, 1.3026, 1.0919, 1.1652, 0.9419, 0.9599, 0.4507, 0.4741, 0.4034, 0.3832, 0.5385, 0.4025, 0.3769, 0.2701, 0.2706, 0.271, 0.271, 0.2954, 0.2846, 0.1842, 0.1936, 0.2188, null, null, null, null, null, null, null, null, null, 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:2023845404597432503", "ticker_idx": 2, "ts": "2026-02-17T19:42:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS - Long 🛡️ $9.31, down 40% from highs. Just came out of Singapore Airshow with refreshed defense branding. 2026 revenue target raised 25% to $170-180M.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RKLB, PL, and ONDS into near-term catalysts including earnings, conferences, and defense contracts over the next ~10 days.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "SO BULLISH on my space and small-cap watchlist going into the next few weeks:\n\n$RKLB - Long 🚀\nDown 32% from ATH. Earnings Feb 26. HASTE hypersonic test launching this month. $816M Space Force contract. This is the setup.\n\n$PL - Long 🛰️\nUp 5.8% Friday. Barclays conference TODAY. Citi conference Wednesday. RPO up 361% YoY to $672M. Nobody's watching yet.\n\n$ONDS - Long 🛡️\n$9.31, down 40% from highs. Just came out of Singapore Airshow with refreshed defense branding. 2026 revenue target raised 25% to $170-180M. Rotron acquisition.\n\n$NBIS - Watching 👀\nRevenue +547% YoY but missed estimates. Market punished it. Watching for re-entry.\n\n5 catalysts across 4 tickers in the next 10 days. This is the most loaded week since I started this account.\n\nFollow along. I post every position update in real time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2063890895661932818", "ticker_idx": 0, "ts": "2026-06-08T07:48:29+00:00", "symbol": "402340.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you're buying the memory super-cycle at a discount to a discount - if the holdco gap is cyclical, not permanent. NFA but many have been waiting for a drawback to get into some of these Korean names", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SK Square as a leveraged, double-discounted play on the HBM/DRAM super-cycle; drawdown seen as entry opportunity.", "resolved_tickers": ["402340.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$402340 SK Square down 11% today, trading near 1,118,000 KRW. I hope my Korean friends aren't being hit too bad here. 🇰🇷\n\nThis isn't a memory-cycle story. It's beta. SK Hynix fell 10% Friday in a Korea-wide tech risk-off, and SK Square is largely a leveraged wrapper on its Hynix stake.\n\nMore on the disconnect:\nThe fundamental got stronger while the price fell. DRAM contract prices rose 90-95% QoQ into early 2026. Hynix capacity is sold out for the year.\n\nSK Square's value is its NAV minus a holdco discount. When Hynix drops on macro, the discount mechanics amplify the move on the way down - and on the way up.\n\nWiden the frame:\nHBM is now consuming a large and rising share of DRAM wafers, structurally starving commodity supply. SK Group's chair has flagged AI-memory constraints potentially running to 2030.\n\nThe thesis in one line is that you're buying the memory super-cycle at a discount to a discount - if the holdco gap is cyclical, not permanent.\n\nNFA but many have been waiting for a drawback to get into some of these Korean names. \n\n$402340", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/tQMo5w6Ibg", "parent_author": null, "ret_m1d": -0.11899133175728915, "ret_signed_m1d": -0.11899133175728915, "alpha_spy_m1d": -0.1167322740451111, "alpha_c_m1d": -0.07139541765180635, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": -0.047595914105482806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06776989755713159, "ret_signed_p1d": -0.06776989755713159, "alpha_spy_p1d": -0.06483444700632379, "alpha_c_p1d": -0.055816634717896774, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.011953262839234813, "ret_p1w": 0.1828211189913318, "ret_signed_p1w": 0.1828211189913318, "alpha_spy_p1w": 0.1617041858927175, "alpha_c_p1w": 0.10100353734318457, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.08181758164814723, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.564, -0.5797, -0.5577, -0.538, -0.5042, -0.5191, -0.5215, -0.5616, -0.5317, -0.5239, -0.5609, -0.5719, -0.5986, -0.6329, -0.6057, -0.6305, -0.6199, -0.6167, -0.6073, -0.5451, -0.5593, -0.553, -0.5435, -0.4963, -0.4766, -0.457, -0.4633, -0.4483, -0.4349, -0.4334, -0.4271, -0.4294, -0.3791, -0.3617, -0.3468, -0.3381, -0.3381, -0.2201, -0.2201, -0.143, -0.1351, -0.1359, -0.0658, -0.1138, -0.0635, -0.0772, -0.1348, -0.1387, -0.1962, -0.1891, -0.0709, -0.0662, -0.0662, -0.0693, 0.0055, -0.0252, -0.0284, -0.0102, 0.0607, 0.0607, 0.0725, -0.0087, -0.119, 0.0, -0.0678, -0.0323, 0.0701, 0.1135, 0.1828, 0.2577, 0.3396, 0.4027, 0.5524, 0.4437, 0.4177, 0.4965, 0.3554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032056029631119573", "ticker_idx": 0, "ts": "2026-03-12T11:28:05+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are a once in a decade company. The stock is still well below analyst targets. Incredible.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ONDS: partnerships and acquisitions since article, yet stock still trades well below analyst targets.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "I have been talking non-stop about $ONDS. \n\nThey are a once in a decade company.\n\nSince my article below, they have:\n1. Partnered with $PLTR\n2. Acquired BIRD\n3. Acquired Mistral\n\nThe stock is still well below analyst targets. Incredible.\n\nhttps://t.co/1Fc21Lha4Q", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jnxovvQFPx", "parent_author": null, "ret_m1d": -0.04840271090927728, "ret_signed_m1d": -0.04840271090927728, "alpha_spy_m1d": -0.06382181576748147, "alpha_c_m1d": -0.06382181576748147, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.015419104858204191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01645692909482177, "ret_signed_p1d": -0.01645692909482177, "alpha_spy_p1d": -0.01079679334221284, "alpha_c_p1d": -0.01079679334221284, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.00566013575260893, "ret_p1w": 0.04065828454946052, "ret_signed_p1w": 0.04065828454946052, "alpha_spy_p1w": 0.050056868064583426, "alpha_c_p1w": 0.050056868064583426, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": -0.009398583515122905, "ret_p1m": -0.11616648771809646, "ret_signed_p1m": -0.11616648771809646, "alpha_spy_p1m": -0.13907077918086397, "alpha_c_p1m": -0.13907077918086397, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.022904291462767512, "ret_p3m": -0.0658277163792873, "ret_signed_p3m": -0.0658277163792873, "alpha_spy_p3m": -0.17543182654378242, "alpha_c_p3m": -0.17543182654378242, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.10960411016449512, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11616648771809646, "alpha_spy_stated": -0.13907077918086397, "alpha_c_stated": -0.13907077918086397, "price_path": [-0.2556, -0.2168, -0.2865, -0.2449, -0.1075, -0.1026, -0.1326, -0.1162, -0.1162, -0.1791, -0.181, -0.1297, -0.0552, -0.0552, 0.0668, 0.213, 0.243, 0.1791, 0.3562, 0.3253, 0.2769, 0.3446, 0.3127, 0.241, 0.1772, 0.1772, 0.2711, 0.2149, 0.2217, 0.1781, 0.0803, 0.1868, 0.1878, 0.091, 0.0029, 0.03, 0.1016, -0.0629, -0.1791, -0.062, 0.001, -0.0629, -0.1065, -0.1317, -0.0987, -0.0987, -0.0271, 0.0716, 0.1026, -0.029, -0.0136, 0.0068, -0.0029, 0.0116, -0.0242, 0.0329, -0.03, 0.0174, 0.0155, -0.0484, -0.0591, -0.031, -0.0484, 0.0, -0.0165, 0.0194, 0.092, 0.0484, 0.0407, -0.0261, 0.0552, 0.0339, -0.0019, -0.0862, -0.1481, -0.211, -0.1249, -0.1471, -0.0707, -0.0707, -0.0784, -0.0774, -0.0852, -0.1152, -0.1162, -0.0833, -0.09, -0.029, -0.0126, -0.0319, 0.0387, 0.0523, 0.0707, 0.0203, 0.0213, 0.06, 0.0145, -0.0813, -0.0281, -0.001, -0.0581, -0.0968, -0.0958, -0.1394, -0.1229, -0.0881, -0.1249, -0.1423, 0.0852, 0.0281, -0.061, -0.1167, -0.0939, -0.1113, -0.1229, -0.1229, -0.0542, 0.0455, 0.2827, 0.2798, 0.303, 0.3146, 0.1239, 0.1588, 0.0097, -0.0029, -0.0658, -0.0987, -0.0484, -0.0968, -0.0794, -0.1084, -0.1171, -0.1026, -0.1026, -0.1394, -0.1742, -0.2565, -0.257, -0.242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2011420593191866750", "ticker_idx": 0, "ts": "2026-01-14T12:50:14+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": "Time for the greatest asset to remind everyone why it's going up forever", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC (Fib bounce + momentum + macro), with leveraged outperformance via MSTR and MTPLF.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$BTC over $95,000\n\nIt might be time to outperform with $MSTR $MTPLF #DN3 \n\n1. Textbook bounce off of Fib Levels\n2. Bitcoin momentum gathering \n3. Macro outlook perfect\n\nTime for the greatest asset to remind everyone why it’s going up forever. https://t.co/98BSeIQTPj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016584731433678224, "ret_signed_m1d": -0.016584731433678224, "alpha_spy_m1d": -0.021524263385583886, "alpha_c_m1d": -0.021524263385583886, "bench_spy_m1d": 0.004939531951905662, "bench_c_m1d": 0.004939531951905662, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01421799419905967, "ret_signed_p1d": -0.01421799419905967, "alpha_spy_p1d": -0.016941291707046835, "alpha_c_p1d": -0.016941291707046835, "bench_spy_p1d": 0.0027232975079871657, "bench_c_p1d": 0.0027232975079871657, "ret_p1w": -0.07791622343405158, "ret_signed_p1w": -0.07791622343405158, "alpha_spy_p1w": -0.07073165976692886, "alpha_c_p1w": -0.07073165976692886, "bench_spy_p1w": -0.007184563667122723, "bench_c_p1w": -0.007184563667122723, "ret_p1m": -0.316802818806292, "ret_signed_p1m": -0.316802818806292, "alpha_spy_p1m": -0.3036358886682944, "alpha_c_p1m": -0.3036358886682944, "bench_spy_p1m": -0.013166930137997634, "bench_c_p1m": -0.013166930137997634, "ret_p3m": -0.23155723798121597, "ret_signed_p3m": -0.23155723798121597, "alpha_spy_p3m": -0.22810076550118608, "alpha_c_p3m": -0.22810076550118608, "bench_spy_p3m": -0.003456472480029893, "bench_c_p3m": -0.003456472480029893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.316802818806292, "alpha_spy_stated": -0.3036358886682944, "alpha_c_stated": -0.3036358886682944, "price_path": [0.0984, 0.1409, 0.1191, 0.111, 0.1356, 0.1455, 0.1773, 0.1653, 0.1354, 0.1174, 0.1303, 0.0992, 0.0481, 0.0718, 0.0451, 0.0665, 0.0935, 0.0626, 0.0488, 0.0286, -0.0261, -0.0499, -0.0411, -0.0564, -0.1062, -0.1221, -0.0893, -0.0989, -0.0661, -0.0582, -0.062, -0.1094, -0.0576, -0.0351, -0.0494, -0.0778, -0.0649, -0.0437, -0.0506, -0.0456, -0.0687, -0.1084, -0.0937, -0.1113, -0.1183, -0.0911, -0.0871, -0.0982, -0.0961, -0.1, -0.0993, -0.101, -0.0877, -0.0972, -0.0846, -0.0721, -0.0314, -0.033, -0.058, -0.0609, -0.0662, -0.0592, -0.0166, 0.0, -0.0142, -0.0145, -0.0451, -0.0889, -0.0779, -0.077, -0.0766, -0.0894, -0.0807, -0.0799, -0.1276, -0.1321, -0.1882, -0.2197, -0.2467, -0.3531, -0.2721, -0.2766, -0.2903, -0.3089, -0.3168, -0.2896, -0.2898, -0.3037, -0.3147, -0.3092, -0.2984, -0.3334, -0.3389, -0.2989, -0.3041, -0.3203, -0.2905, -0.2954, -0.2499, -0.2691, -0.297, -0.2943, -0.2786, -0.2757, -0.2727, -0.2678, -0.2277, -0.2374, -0.265, -0.2787, -0.2724, -0.2684, -0.2725, -0.2643, -0.2903, -0.3156, -0.312, -0.2961, -0.2976, -0.3099, -0.3095, -0.2896, -0.2578, -0.2662, -0.2596, -0.2471, -0.2316, -0.2347, -0.2283, -0.2247, -0.2043, -0.2172, -0.2123, -0.1932, -0.1925, -0.2009, -0.2018, -0.2123, -0.2182, -0.2128, -0.1934, -0.1764, -0.1651, -0.1599, -0.1746, -0.1727, -0.1568, -0.1697, -0.1821, -0.1638, -0.1843, -0.2061, -0.2082, -0.2009, -0.2, -0.2212, -0.2027, -0.2177, -0.233, -0.2413, -0.243, -0.2642, -0.3118, -0.3396, -0.3418, -0.3715, -0.3491, -0.364, -0.366, -0.3443, -0.3444, -0.3161, -0.3232, -0.3354, -0.3511, -0.3445, -0.3402, -0.3535, -0.3707, -0.3839, -0.3808, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2011420593191866750", "ticker_idx": 1, "ts": "2026-01-14T12:50:14+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It might be time to outperform with $MSTR $MTPLF", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC (Fib bounce + momentum + macro), with leveraged outperformance via MSTR and MTPLF.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$BTC over $95,000\n\nIt might be time to outperform with $MSTR $MTPLF #DN3 \n\n1. Textbook bounce off of Fib Levels\n2. Bitcoin momentum gathering \n3. Macro outlook perfect\n\nTime for the greatest asset to remind everyone why it’s going up forever. https://t.co/98BSeIQTPj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035353796203400956, "ret_signed_m1d": -0.035353796203400956, "alpha_spy_m1d": -0.04029332815530662, "alpha_c_m1d": -0.04029332815530662, "bench_spy_m1d": 0.004939531951905662, "bench_c_m1d": 0.004939531951905662, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04695253489640694, "ret_signed_p1d": -0.04695253489640694, "alpha_spy_p1d": -0.049675832404394105, "alpha_c_p1d": -0.049675832404394105, "bench_spy_p1d": 0.0027232975079871657, "bench_c_p1d": 0.0027232975079871657, "ret_p1w": -0.08654438250149687, "ret_signed_p1w": -0.08654438250149687, "alpha_spy_p1w": -0.07935981883437415, "alpha_c_p1w": -0.07935981883437415, "bench_spy_p1w": -0.007184563667122723, "bench_c_p1w": -0.007184563667122723, "ret_p1m": -0.314113652238306, "ret_signed_p1m": -0.314113652238306, "alpha_spy_p1m": -0.3009467221003084, "alpha_c_p1m": -0.3009467221003084, "bench_spy_p1m": -0.013166930137997634, "bench_c_p1m": -0.013166930137997634, "ret_p3m": -0.26191937066366155, "ret_signed_p3m": -0.26191937066366155, "alpha_spy_p3m": -0.25846289818363166, "alpha_c_p3m": -0.25846289818363166, "bench_spy_p3m": -0.003456472480029893, "bench_c_p3m": -0.003456472480029893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.314113652238306, "alpha_spy_stated": -0.3009467221003084, "alpha_c_stated": -0.3009467221003084, "price_path": [0.6164, 0.654, 0.6835, 0.5659, 0.5888, 0.612, 0.6485, 0.5872, 0.5355, 0.4196, 0.5029, 0.4759, 0.3773, 0.422, 0.3227, 0.3491, 0.3321, 0.2901, 0.2525, 0.1629, 0.1139, 0.0897, 0.1532, 0.04, -0.0123, -0.0492, -0.0016, -0.0398, -0.0206, -0.0206, -0.012, -0.0441, 0.0112, 0.0505, 0.0372, -0.0019, 0.0243, 0.0539, 0.0296, 0.0221, -0.0161, -0.0962, -0.066, -0.1057, -0.1176, -0.0809, -0.0837, -0.1196, -0.115, -0.115, -0.1144, -0.1335, -0.1323, -0.1527, -0.1527, -0.1236, -0.0815, -0.1191, -0.0976, -0.0689, -0.1227, -0.0954, -0.0354, 0.0, -0.047, -0.0313, -0.0313, -0.1065, -0.0865, -0.1023, -0.0904, -0.1046, -0.099, -0.1164, -0.2015, -0.1652, -0.2214, -0.2569, -0.2802, -0.4034, -0.2476, -0.228, -0.2584, -0.297, -0.3141, -0.2534, -0.2534, -0.2825, -0.3018, -0.2781, -0.2692, -0.3102, -0.3051, -0.2436, -0.2561, -0.2779, -0.2324, -0.2601, -0.1834, -0.2204, -0.2554, -0.2252, -0.2279, -0.2286, -0.2341, -0.2212, -0.1774, -0.162, -0.2162, -0.2291, -0.2435, -0.2294, -0.2402, -0.2242, -0.2587, -0.2972, -0.3228, -0.3041, -0.3153, -0.3318, -0.3318, -0.288, -0.3101, -0.2846, -0.2814, -0.2827, -0.2619, -0.2338, -0.1996, -0.1695, -0.0714, -0.0475, -0.0857, 0.0002, -0.0383, -0.0463, -0.0565, -0.0759, -0.1179, -0.0774, -0.012, 0.0249, 0.0422, 0.0418, 0.0028, 0.0461, 0.0926, 0.0284, -0.0072, 0.0426, -0.0107, -0.0708, -0.082, -0.0754, -0.0807, -0.1084, -0.1084, -0.1082, -0.1401, -0.1544, -0.1129, -0.1648, -0.2412, -0.2943, -0.2786, -0.3284, -0.2907, -0.3475, -0.3568, -0.33, -0.3087, -0.2687, -0.3152, -0.35, -0.3725, -0.3725, -0.3896, -0.421, -0.4751, -0.5242, -0.541, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2011420593191866750", "ticker_idx": 2, "ts": "2026-01-14T12:50:14+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It might be time to outperform with $MSTR $MTPLF", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC (Fib bounce + momentum + macro), with leveraged outperformance via MSTR and MTPLF.", "resolved_tickers": ["MTPLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "$BTC over $95,000\n\nIt might be time to outperform with $MSTR $MTPLF #DN3 \n\n1. Textbook bounce off of Fib Levels\n2. Bitcoin momentum gathering \n3. Macro outlook perfect\n\nTime for the greatest asset to remind everyone why it’s going up forever. https://t.co/98BSeIQTPj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11251578807258433, "ret_signed_m1d": -0.11251578807258433, "alpha_spy_m1d": -0.11745532002449, "alpha_c_m1d": -0.12854849460342666, "bench_spy_m1d": 0.004939531951905662, "bench_c_m1d": 0.016032706530842322, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030847024367283482, "ret_signed_p1d": -0.030847024367283482, "alpha_spy_p1d": -0.03357032187527065, "alpha_c_p1d": -0.03452800035005399, "bench_spy_p1d": 0.0027232975079871657, "bench_c_p1d": 0.003680975982770507, "ret_p1w": -0.1580278159435058, "ret_signed_p1w": -0.1580278159435058, "alpha_spy_p1w": -0.15084325227638307, "alpha_c_p1w": -0.15107483346133488, "bench_spy_p1w": -0.007184563667122723, "bench_c_p1w": -0.006952982482170911, "ret_p1m": -0.4589127316849918, "ret_signed_p1m": -0.4589127316849918, "alpha_spy_p1m": -0.44574580154699417, "alpha_c_p1m": -0.4088513455347148, "bench_spy_p1m": -0.013166930137997634, "bench_c_p1m": -0.050061386150277, "ret_p3m": -0.4943109889807814, "ret_signed_p3m": -0.4943109889807814, "alpha_spy_p3m": -0.4908545165007515, "alpha_c_p3m": -0.4280438346000961, "bench_spy_p3m": -0.003456472480029893, "bench_c_p3m": -0.06626715438068531, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4589127316849918, "alpha_spy_stated": -0.44574580154699417, "alpha_c_stated": -0.4088513455347148, "price_path": [-0.2996, -0.2288, -0.2642, -0.2948, -0.2733, -0.2137, -0.1707, -0.1757, -0.2162, -0.2402, -0.1884, -0.2061, -0.2946, -0.2794, -0.3338, -0.3072, -0.3021, -0.33, -0.3274, -0.3932, -0.4008, -0.4223, -0.4134, -0.4488, -0.4336, -0.4513, -0.4033, -0.4167, -0.3881, -0.3881, -0.33, -0.3982, -0.3704, -0.3679, -0.3628, -0.3856, -0.3578, -0.3097, -0.2276, -0.2958, -0.3072, -0.3325, -0.3434, -0.3628, -0.3477, -0.2971, -0.2819, -0.2604, -0.2465, -0.2465, -0.287, -0.3173, -0.3477, -0.3679, -0.3679, -0.3391, -0.2124, -0.1909, -0.1494, -0.196, -0.158, -0.1211, -0.1125, 0.0, -0.0308, -0.0468, -0.0468, -0.177, -0.158, -0.1884, -0.1757, -0.2314, -0.1896, -0.2164, -0.2996, -0.2845, -0.3257, -0.3818, -0.4083, -0.5297, -0.3679, -0.4008, -0.4185, -0.4387, -0.4589, -0.4286, -0.4286, -0.4475, -0.4741, -0.4893, -0.4842, -0.5044, -0.4994, -0.4716, -0.4791, -0.4968, -0.4513, -0.4723, -0.4412, -0.4513, -0.469, -0.4589, -0.4513, -0.421, -0.4437, -0.4109, -0.3957, -0.4387, -0.4867, -0.5019, -0.4968, -0.4867, -0.507, -0.4968, -0.5145, -0.5398, -0.5297, -0.5247, -0.5221, -0.5247, -0.5247, -0.512, -0.5247, -0.4943, -0.5019, -0.488, -0.4943, -0.469, -0.4665, -0.4564, -0.4324, -0.4589, -0.4791, -0.4488, -0.4488, -0.4614, -0.4518, -0.4867, -0.4918, -0.4766, -0.4614, -0.4513, -0.4437, -0.4349, -0.4336, -0.4362, -0.4362, -0.4589, -0.488, -0.4943, -0.4943, -0.5209, -0.5095, -0.5158, -0.5221, -0.5115, -0.5115, -0.5398, -0.5436, -0.5449, -0.5408, -0.5525, -0.5954, -0.6081, -0.6131, -0.646, -0.6258, -0.6359, -0.6384, -0.6359, -0.6182, -0.5803, -0.5937, -0.603, -0.6397, -0.6397, -0.6157, -0.6384, -0.6561, -0.6751, -0.6915, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2059270878207017268", "ticker_idx": 0, "ts": "2026-05-26T13:50:11+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still so undervalued", "tweet_type": "prediction", "timeline": "unspecified", "summary": "OUST still undervalued despite recent run; bullish.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@usppdd It’s incredible. And yet still so undervalued", "reply_text": null, "parent_text": "$OUST  $42.7 wow", "quoted_text": null, "parent_author": "usppdd", "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058876198722158872", "ticker_idx": 0, "ts": "2026-05-25T11:41:52+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 genuinely believe $OUST is building the foundations for the next world-changing transformation in autonomous vehicles and robotics. It's current market-cap of $2.4 billion is absolutely ludicrous for how crucial this technology could be.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long OUST as undervalued foundational LiDAR play for autonomous vehicles/robotics; short HSAI on pending Congressional ban from federal procurement.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$OUST is the future of physical AI and robotics.\n\nI've put together what I think is the most comprehensive research report om their Rev8 Colour LiDAR sensors.\n\n- What is the tech?\n- Why is it needed? What problems does it solve?\n- Why are $NVDA and NASA already integrating it?\n\nThe Three key questions for the most exciting name on FinX right now.\n\nI will analyse the case studies of their new integration with both $NVDA and NASA technology to show how this is being implemented already.\n\nI genuinely believe $OUST is building the foundations for the next world-changing transformation in autonomous vehicles and robotics. It's current market-cap of $2.4 billion is absolutely ludicrous for how crucial this technology could be.\n\nChinese competition like $HSAI will be no match for $OUST once Congress bans its use for federal procurement through the SAFE LiDAR act and the BUILD AMERICA 250 bill.\n\nComing in a couple of hours... be ready.\n\n---\n\nPOSTED", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008422800055218562", "ticker_idx": 0, "ts": "2026-01-06T06:18:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This announcement cements Nebius's strategy to maintain a 6-12 month hardware advantage over hyperscalers by aggressively adopting \"bleeding edge\" silicon", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: first-mover on NVIDIA Vera Rubin NVL72 cements hardware advantage over hyperscalers.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS x $NVDA Cloud Announcement ⚠ \n\nOn January 5, 2026, Nebius confirmed it will be among the first cloud providers globally to deploy the NVIDIA Vera Rubin NVL72 platform.\n\nThis announcement cements Nebius's strategy to maintain a 6-12 month hardware advantage over hyperscalers by aggressively adopting \"bleeding edge\" silicon.\n\nHere's why you need to take notice below:\n\nA thread.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07392254779160456, "ret_signed_m1d": -0.07392254779160456, "alpha_spy_m1d": -0.06801054908441084, "alpha_c_m1d": -0.0775021465118646, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": 0.0035795987202600354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040203500251205226, "ret_signed_p1d": -0.040203500251205226, "alpha_spy_p1d": -0.03698008797000707, "alpha_c_p1d": -0.03815791249315559, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.0020455877580496384, "ret_p1w": 0.051775763687262666, "ret_signed_p1w": 0.051775763687262666, "alpha_spy_p1w": 0.048942605761436164, "alpha_c_p1w": 0.05552593160766961, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.003750167920406944, "ret_p1m": -0.17807261427100196, "ret_signed_p1m": -0.17807261427100196, "alpha_spy_p1m": -0.16994902639308274, "alpha_c_p1m": -0.17355540816833948, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.0045172061026624855, "ret_p3m": 0.08559459311556727, "ret_signed_p3m": 0.08559459311556727, "alpha_spy_p3m": 0.13501409863136915, "alpha_c_p3m": 0.13054095080258088, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.044946357687013605, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17807261427100196, "alpha_spy_stated": -0.16994902639308274, "alpha_c_stated": -0.17355540816833948, "price_path": [0.3232, 0.2927, 0.3514, 0.2784, 0.2553, 0.2275, 0.1317, 0.0874, 0.0403, -0.0162, 0.0591, 0.1698, 0.2513, 0.2154, 0.248, 0.2388, 0.3051, 0.2018, 0.1028, 0.1672, 0.0918, 0.1101, 0.0969, 0.0198, -0.0587, -0.1158, -0.1666, -0.1423, -0.0968, -0.0516, -0.1556, -0.1694, -0.0832, -0.1133, -0.0554, -0.0554, -0.0536, -0.0009, -0.0378, -0.0132, 0.0255, -0.0219, 0.0009, -0.0382, -0.0663, -0.0595, -0.1252, -0.1905, -0.1924, -0.2473, -0.221, -0.1075, -0.0699, -0.1019, -0.0909, -0.0909, -0.1262, -0.1417, -0.1503, -0.165, -0.165, -0.1027, -0.0739, 0.0, -0.0402, -0.0293, -0.023, 0.0707, 0.0518, 0.0174, 0.0364, 0.0847, 0.0847, -0.0095, -0.0137, -0.0338, -0.0573, -0.0876, -0.0236, 0.0019, -0.0532, -0.1501, -0.1205, -0.1027, -0.1781, -0.2631, -0.1411, -0.0734, -0.0843, -0.116, -0.1048, -0.0222, -0.0222, -0.0271, 0.0156, 0.0735, -0.0231, 0.0037, 0.0233, 0.0587, 0.0463, -0.0903, -0.0921, -0.1341, -0.0245, -0.0458, -0.1088, -0.0529, -0.038, 0.1173, 0.0778, 0.1268, 0.2954, 0.1605, 0.1828, 0.2123, 0.1734, 0.1388, 0.1463, 0.1481, 0.0572, 0.0058, -0.0796, 0.0351, 0.0171, 0.0856, 0.0856, 0.1227, 0.1712, 0.247, 0.36, 0.4462, 0.5419, 0.6155, 0.6637, 0.6494, 0.5676, 0.5878, 0.5618, 0.5577, 0.567, 0.4681, 0.4461, 0.3519, 0.4085, 0.379, 0.5412, 0.76, 0.755, 0.9462, 0.8433, 0.7663, 0.8565, 0.7868, 1.0677, 1.2062, 1.1941, 0.9938, 0.9726, 0.9136, 1.194, 1.1426, 1.1426, 1.0756, 1.0787, 1.258, 1.3054, 1.6388, 1.5996, 1.5108, 1.5905, 1.2726, 1.1748, 1.1959, 1.1118, 1.2171, 1.318, 1.5945, 1.6447, 1.8024, 1.86, 1.86, 1.8293, 1.7459, 1.5904, 1.5602, 1.3972, null, null, null]}
{"unit_id": "quote:2060441868568031293", "ticker_idx": 0, "ts": "2026-05-29T19:23:17+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The re-rating was always structural, I truly believed it was a matter of timing. Now, look back at this post below and understand that the market will throw everything at you on your journey. It is your decision to weather the storm and come out stronger. In the long-term, you will be rewarded.", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST long-term on structural re-rating thesis: counter-drone (ARGUS), Rev8 LiDAR in physical AI, Roth/MKM $75 PT.", "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": "11 days ago $OUST was down 14% in a session. Today it's up 71% from that low.  \n\nThe market is finally catching up to the realtiy of $OUST and its moat in robotics:  \n- Counter-drone integration (ARGUS)  \n- Rev8 LiDAR in physical AI systems $NVDA + NASA \n- Roth/MKM PT: $75  \n\nThe re-rating was always structural, I truly believed it was a matter of timing.  \nNow, look back at this post below and understand that the market will throw everything at you on your journey. It is your decision to weather the storm and come out stronger.  \nIn the long-term, you will be rewarded.\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": "I’ve got an unpopular opinion.\n\nDays like today are brutal. $OUST is down 14%.\n\nI’ve had a massive slice taken out of my profits.\n\nBut today’s like today are actually THE MOST important for any long-term investor.\n\nThey ground you.\n\nThey humble you.\n\nThey remove all of the https://t.co/54q3oNIWVR", "parent_author": null, "ret_m1d": -0.08078170396606754, "ret_signed_m1d": -0.08078170396606754, "alpha_spy_m1d": -0.07829649083455181, "alpha_c_m1d": -0.05895150192633203, "bench_spy_m1d": -0.002485213131515729, "bench_c_m1d": -0.021830202039735513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02432136700196519, "ret_signed_p1d": -0.02432136700196519, "alpha_spy_p1d": -0.027044480462869003, "alpha_c_p1d": -0.049135467188324955, "bench_spy_p1d": 0.0027231134609038143, "bench_c_p1d": 0.024814100186359767, "ret_p1w": -0.13832788354876369, "ret_signed_p1w": -0.13832788354876369, "alpha_spy_p1w": -0.11330410160492144, "alpha_c_p1w": -0.08220804520870362, "bench_spy_p1w": -0.02502378194384225, "bench_c_p1w": -0.05611983834006007, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, -0.0243, -0.0004, -0.0454, 0.0226, -0.1383, -0.1123, -0.1635, -0.1663, -0.1398, -0.1357, -0.0189, -0.0721, -0.1157, 0.0113, 0.0113, 0.0354, -0.0193, -0.116, -0.0919, -0.0875, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049083178082574609", "ticker_idx": 0, "ts": "2026-04-28T11:07:54+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Berenberg just raised filtronic price target from 213p to 360p - 'buy'... current price is 255p. potential for 40% gain... don't get left behind.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Berenberg's Buy with PT 360p vs 255p current, framing 40% upside and urging not to miss the move.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Berenberg just raised filtronic price target from 213p to 360p - 'buy'\n\nthat's a billion-dollar bank agreeing with this report.\n\ncurrent price is 255p. potential for 40% gain...\n\nthe article almost has one million views. \n\nretail and institution excitement is growing\n\ndon't get left behind.\n\n$FTC", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/139bOSPqmq", "parent_author": null, "ret_m1d": 0.017110266159695797, "ret_signed_m1d": 0.017110266159695797, "alpha_spy_m1d": 0.012220480232064679, "alpha_c_m1d": 0.010049654084497428, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.007060612075198369, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026615969581748944, "ret_signed_p1d": 0.026615969581748944, "alpha_spy_p1d": 0.026770478906734896, "alpha_c_p1d": 0.03628611419721117, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.009670144615462228, "ret_p1w": 0.3307984790874525, "ret_signed_p1w": 0.3307984790874525, "alpha_spy_p1w": 0.31382472262957317, "alpha_c_p1w": 0.32158907820185356, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.009209400885598962, "ret_p1m": 0.479087452471483, "ret_signed_p1m": 0.479087452471483, "alpha_spy_p1m": 0.4246114368413645, "alpha_c_p1m": 0.4322725814916266, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.04681487097985637, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.479087452471483, "alpha_spy_stated": 0.4246114368413645, "alpha_c_stated": 0.4322725814916266, "price_path": [-0.3042, -0.2814, -0.3042, -0.2928, -0.2586, -0.2433, -0.2414, -0.2243, -0.2471, -0.251, -0.2548, -0.251, -0.2243, -0.2357, -0.2205, -0.2319, -0.2357, -0.2471, -0.2395, -0.2395, -0.2471, -0.2319, -0.2395, -0.2852, -0.2471, -0.2586, -0.2719, -0.3194, -0.2738, -0.249, -0.2586, -0.27, -0.2947, -0.289, -0.2985, -0.3555, -0.3878, -0.3536, -0.3536, -0.3004, -0.3042, -0.289, -0.2852, -0.27, -0.2357, -0.2205, -0.2205, -0.2205, -0.2243, -0.1939, -0.2243, -0.2395, -0.2433, -0.2167, -0.1787, -0.1597, -0.1141, -0.0684, -0.0494, 0.0228, 0.076, 0.1255, 0.0171, 0.0, 0.0266, 0.1065, 0.0913, 0.0913, 0.3308, 0.2928, 0.5399, 0.4449, 0.424, 0.3612, 0.5323, 0.5513, 0.5399, 0.5627, 0.7091, 0.7833, 0.5399, 0.4411, 0.4411, 0.5589, 0.4791, 0.3878, 0.4829, 0.5019, 0.3688, 0.0913, 0.2395, 0.2928, 0.4829, 0.2928, 0.1977, 0.1787, 0.2357, 0.2795, 0.4316, 0.4068, 0.4068, 0.4335, 0.4449, 0.2928, 0.1787, 0.0646, -0.1255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064996252446605344", "ticker_idx": 0, "ts": "2026-06-11T09:00:47+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the recent drawback under $40 is a nice place to start a position IMO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST under $40; Rev8 colour LiDAR tech seen as game-changer with strong customer interest; still early innings.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Here's a one-minute clip of the $OUST CEO from a recent interview explaining why the Rev8 Colour LiDAR technology is so important.\n\nWhy?\n> Traditional LiDAR provides accurate spatial depth in black and white, important for reliable object detection around robots or vehicles.\n>Color perception is essential in scenarios like identifying the state of stoplights, brake lights, and reading signage-factors crucial for comprehensive environmental understanding.\n>Ouster’s Rev8 sensor integrates native color and 3D depth into a single device, overcoming the black-and-white limitation of past LiDAR sensors.\n>This native color perception is described as a “complete game changer” that benefits the entire customer base by expanding use cases beyond conventional LiDAR limitations.\n>The announcement generated strong interest from multiple customers, with many eagerly awaiting access to the new Rev8 sensors.\n\n> Who are the parties? \n$AMZN - Robots\n$PEP - Robots\n$NVDA - Autonomous Vehicles\nArgus - German Defense\nNASA - Lunar Landings\n\nIt feels like we're still so early to this name, the recent drawback under $40 is a nice place to start a position IMO. NFA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030800333297250515, "ret_signed_m1d": -0.030800333297250515, "alpha_spy_m1d": -0.014087550045201791, "alpha_c_m1d": 0.005114710966476199, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.035915044263726714, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004796733748581028, "ret_signed_p1d": 0.004796733748581028, "alpha_spy_p1d": -0.0006115141529483559, "alpha_c_p1d": -0.003881820130406055, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.008678553878987083, "ret_p1w": 0.17571317791532048, "ret_signed_p1w": 0.17571317791532048, "alpha_spy_p1w": 0.16093364173536617, "alpha_c_p1w": 0.13079204312089687, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.04492113479442361, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4623, -0.46, -0.4764, -0.4683, -0.4938, -0.4653, -0.4807, -0.4895, -0.5125, -0.5542, -0.5802, -0.5362, -0.5299, -0.508, -0.508, -0.5125, -0.512, -0.4885, -0.4943, -0.4777, -0.4476, -0.4087, -0.383, -0.3898, -0.3875, -0.3148, -0.303, -0.2992, -0.3332, -0.2876, -0.3204, -0.3403, -0.3552, -0.3194, -0.3322, -0.2893, -0.278, -0.2579, -0.3812, -0.3638, -0.3234, -0.3158, -0.1373, -0.1199, -0.1199, -0.2239, -0.2497, -0.2207, -0.1141, -0.0651, -0.0651, 0.078, 0.1166, 0.0687, 0.1626, 0.1343, 0.1621, 0.1098, 0.1888, 0.0018, 0.0321, -0.0275, -0.0308, 0.0, 0.0048, 0.1406, 0.0788, 0.028, 0.1757, 0.1757, 0.2037, 0.1401, 0.0278, 0.0558, 0.0608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066551393050067142", "ticker_idx": 0, "ts": "2026-06-15T16:00:21+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You should probably own some… $OUST", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy instruction on OUST following manufacturing partnership expansion and Rev8 lidar ramp.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "You should probably own some…\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": "$OUST up over 17% after expanding its manufacturing partnership with $BHE to scale production of its Rev8 OS lidar sensor family.\n\nOuster says Rev8 is built for low-cost, high-volume production with capacity above 100K units/year across industrial, robotics &amp; industrial markets. https://t.co/c3hpNIbQN3", "parent_author": null, "ret_m1d": -0.11907926143813918, "ret_signed_m1d": -0.11907926143813918, "alpha_spy_m1d": -0.10175086005272316, "alpha_c_m1d": -0.082633153448609, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05422755082759001, "ret_signed_p1d": -0.05422755082759001, "alpha_spy_p1d": -0.04826598798335591, "alpha_c_p1d": -0.02633245931225403, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.055334218307068195, "ret_signed_p1w": 0.055334218307068195, "alpha_spy_p1w": 0.06662452885829995, "alpha_c_p1w": 0.05226257205060225, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5409, -0.5339, -0.5562, -0.5312, -0.5447, -0.5525, -0.5726, -0.6091, -0.6319, -0.5934, -0.5879, -0.5686, -0.5686, -0.5726, -0.5722, -0.5516, -0.5567, -0.5421, -0.5157, -0.4816, -0.4591, -0.465, -0.463, -0.3993, -0.3889, -0.3856, -0.4154, -0.3754, -0.4042, -0.4216, -0.4347, -0.4033, -0.4146, -0.3769, -0.367, -0.3494, -0.4575, -0.4422, -0.4068, -0.4002, -0.2437, -0.2284, -0.2284, -0.3196, -0.3422, -0.3167, -0.2233, -0.1804, -0.1804, -0.0549, -0.021, -0.0631, 0.0193, -0.0055, 0.0188, -0.027, 0.0423, -0.1217, -0.0952, -0.1474, -0.1503, -0.1233, -0.1191, 0.0, -0.0542, -0.0987, 0.0308, 0.0308, 0.0553, -0.0004, -0.0989, -0.0744, -0.0699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2001641968888144159", "ticker_idx": 0, "ts": "2025-12-18T13:13:28+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is a high-conviction Long for 2026. The Microsoft deal ($17B) provides the floor. The Blackwell upgrade provides the ceiling. I'm accumulating in this $80 zone.", "tweet_type": "prediction", "timeline": "years", "summary": "High-conviction long NBIS accumulating ~$80; $17B Microsoft deal as floor, Blackwell ramp as ceiling into 2026.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NBIS / Nebius Group: The sleeper AI infrastructure play of 2025.\n\nNebius is currently suffering a drawback from the highs of October. Here is why I see massive opportunity.\n\nPlease consider liking and sharing this to help the community grow! Thank you.\n\nHere is the short analysis. 🧵👇\n\n---\n\n2/10\n\nWhat $NBIS is:\n\nNebius Group builds and operates full‑stack infrastructure aimed at serving AI workloads, including data centers and related cloud services. \n\nIts business model targets the rapid growth in demand for compute and storage from AI models and inference, which has attracted significant speculative interest.\n\n---\n\n3/10\n\nThe Context:\n\nNebius isn't a \"new\" startup. It’s the reborn, Dutch-listed parent of Yandex (post-divestment).\n\nWhy does this matter?\n\nNBIS has 15+ years of engineering DNA managing massive scale.\n\nThey aren't just renting bare metal; they have a proprietary full-stack cloud architecture.\n\n---\n\n4/10\n\nThe Numbers: Q3 2025 Reality Check\n\nThe growth is undeniable. Q3 Revenue hit $146.1M, up a staggering 355%.\n\nThey are spending heavily to win, with nearly $1B in CapEx in just one quarter.\n\nYes, Net Loss widened to ~$100M, but in this phase of the AI cycle, Cash Flow < Market Share. \n\nYou pay for the land grab.\n\n---\n\n5/10\n\nThe Game Changer: The Microsoft Deal\n\nIn Sept, Nebius signed a $17.4 Billion deal with Microsoft.\n\nThis isn't a pilot. It's a 5-year commitment for dedicated GPU capacity in New Jersey.\n\nThis validates their stack against Hyperscalers. When Satya Nadella outsources his own compute to you, the tech risk is effectively zero.\n\n---\n\n6/10\n\nNebius is winning on efficiency and price.\n\nNebius H100 rentals have undercut competitors by ~34% while maintaining gross margins on inference.\n\nThey are diversifying globally (Finland, Paris) while peers are US-concentrated.\n\n---\n\n7/10\n\nHardware Supremacy\n\nScale matters. Nebius is tripling its Finland capacity to 60,000 GPUs.\n\nCritically, they are a launch partner for Nvidia’s Blackwell platform and are already deploying H200s.\n\nIn the AI arms race, they have the best ammo. Old hardware = margin compression. Nebius has the new stuff.\n\n---\n\n8/10\n\nValuation: Expert View\n\nMarket Cap is ~$19B at ~$76/share.\n\nWith the $17B+ Microsoft backlog, you are buying massive revenue visibility.\n\n~32x Sales is \"expensive\" traditionally, but cheap compared to private valuations of CoreWeave (often 50x+).\n\nYou are buying a proxy for Azure's overflow capacity at a discount.\n\n---\n\n9/10\nThe Bear Case (Risks)\n\nI always look for the exit before I enter.\n\nDilution: They utilize ATM equity programs to fund that massive CapEx.\n\nCustomer Concentration: Microsoft and Meta now dominate their order book. If MSFT brings it in-house in 2028, what then?\n\nVolatility: Beta is >1.1; expect massive swings.\n\n---\n\n10/10\n\nThe Verdict\n\n$NBIS is a high-conviction Long for 2026.\n\nThe Microsoft deal ($17B) provides the floor. The Blackwell upgrade provides the ceiling.\n\nI’m accumulating in this $80 zone.\n\nFollow @shabamlo for more research. 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{"unit_id": "quote:2066187016849547375", "ticker_idx": 0, "ts": "2026-06-14T15:52:27+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA is the king of the AI acceleration. It's last few consecutive earnings calls have been incredible. Furthermore, it's been hovering around it's lowest p/e since 2019 for a while now.", "tweet_type": "analysis", "timeline": "years", "summary": "Attractive entry across NVDA, GOOGL, META, AMZN, MSFT, AVGO on AI-driven growth, undervaluation, and forward P/E compression.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I think right now is an attractive entry to all of these names, here’s why.\n\n$NVDA is the king of the AI acceleration. It’s last few consecutive earnings calls have been incredible. Furthermore, it’s been hovering around it’s lowest p/e since 2019 for a while now.\n\n$GOOG Gemini is a fantastic model with incredible research abilities (my personal favourite for deep research. It also holds big investments in the likes of Anthropic, $PL, $ASTS, $ARM and $PATH. \n\n$META has been undervalued for a while. The market isn’t pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.\n\n$AMZN still undervalued imo due to its leading role in automation. It has repeatedly been at the forefront in terms of using robotics to improve cost efficiency. Also, many exciting catalysts coming with same-day delivery and drone usage.\n\n$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly. The new self-built models signal a shift in the software giant’s approach to AI development as the company moves to reduce its reliance on frontier labs for AI capabilities.\n\n$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027. Also, growing dominance in AI inference infrastructure through custom ASICs and hyperscale networking solutions.", "reply_text": null, "parent_text": null, "quoted_text": "There is no stock market bubble.\n\nLarge Cap Fwd P/E's (2027/28) &amp; Analysis:\n\n$NVDA: 22.9x -&gt; 16.1x\n$GOOGL: 24.8x -&gt; 20.6x\n$MSFT: 20.2x -&gt; 16.8x\n$AMZN: 24.2x -&gt; 17.9x\n$META: 15.7x -&gt; 13.8x\n$AVGO: 19.7x -&gt; 16.2x\n\nAnalysis:\n\n$NVDA: 16.1x (2028) on &gt;40% growth is the market pricing a https://t.co/Nkl0knvWVD", "parent_author": null, "ret_m1d": -0.03417272116320458, "ret_signed_m1d": -0.03417272116320458, "alpha_spy_m1d": -0.016844319777788552, "alpha_c_m1d": 0.007768176128139737, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023723197733726886, "ret_signed_p1d": -0.023723197733726886, "alpha_spy_p1d": -0.017761634889492783, "alpha_c_p1d": 0.02433734431431911, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": -0.01788657616541922, "ret_signed_p1w": -0.01788657616541922, "alpha_spy_p1w": -0.006596265614187469, "alpha_c_p1w": -0.05159079248662235, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1518, -0.1605, -0.188, -0.1742, -0.1763, -0.1599, -0.1949, -0.2124, -0.2235, -0.1801, -0.1737, -0.166, -0.166, -0.1648, -0.1627, -0.1439, -0.1353, -0.1132, -0.11, -0.0761, -0.065, -0.0675, -0.0518, -0.05, -0.0603, -0.0479, -0.0614, -0.0208, 0.0184, 0.0022, -0.0162, -0.0617, -0.067, -0.0668, -0.0762, -0.0229, -0.0056, 0.0118, 0.0317, 0.038, 0.0617, 0.1083, 0.0593, 0.0452, 0.0372, 0.0506, 0.032, 0.0124, 0.0124, 0.0102, -0.0005, 0.0073, -0.0073, 0.0548, 0.0476, 0.0096, 0.0292, -0.0346, -0.0179, -0.0201, -0.0566, -0.0357, -0.0342, 0.0, -0.0237, -0.0367, -0.0083, -0.0083, -0.0179, -0.0584, -0.0633, -0.0787, -0.0938, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066187016849547375", "ticker_idx": 1, "ts": "2026-06-14T15:52:27+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOG Gemini is a fantastic model with incredible research abilities", "tweet_type": "analysis", "timeline": "years", "summary": "Attractive entry across NVDA, GOOGL, META, AMZN, MSFT, AVGO on AI-driven growth, undervaluation, and forward P/E compression.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I think right now is an attractive entry to all of these names, here’s why.\n\n$NVDA is the king of the AI acceleration. It’s last few consecutive earnings calls have been incredible. Furthermore, it’s been hovering around it’s lowest p/e since 2019 for a while now.\n\n$GOOG Gemini is a fantastic model with incredible research abilities (my personal favourite for deep research. It also holds big investments in the likes of Anthropic, $PL, $ASTS, $ARM and $PATH. \n\n$META has been undervalued for a while. The market isn’t pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.\n\n$AMZN still undervalued imo due to its leading role in automation. It has repeatedly been at the forefront in terms of using robotics to improve cost efficiency. Also, many exciting catalysts coming with same-day delivery and drone usage.\n\n$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly. The new self-built models signal a shift in the software giant’s approach to AI development as the company moves to reduce its reliance on frontier labs for AI capabilities.\n\n$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027. Also, growing dominance in AI inference infrastructure through custom ASICs and hyperscale networking solutions.", "reply_text": null, "parent_text": null, "quoted_text": "There is no stock market bubble.\n\nLarge Cap Fwd P/E's (2027/28) &amp; Analysis:\n\n$NVDA: 22.9x -&gt; 16.1x\n$GOOGL: 24.8x -&gt; 20.6x\n$MSFT: 20.2x -&gt; 16.8x\n$AMZN: 24.2x -&gt; 17.9x\n$META: 15.7x -&gt; 13.8x\n$AVGO: 19.7x -&gt; 16.2x\n\nAnalysis:\n\n$NVDA: 16.1x (2028) on &gt;40% growth is the market pricing a https://t.co/Nkl0knvWVD", "parent_author": null, "ret_m1d": -0.02618116493282041, "ret_signed_m1d": -0.02618116493282041, "alpha_spy_m1d": -0.008852763547404385, "alpha_c_m1d": -0.021367917173184536, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004813247759635875, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010559073594251789, "ret_signed_p1d": 0.010559073594251789, "alpha_spy_p1d": 0.01652063643848589, "alpha_c_p1d": 0.009400335076297006, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0011587385179547827, "ret_p1w": -0.05325575498223101, "ret_signed_p1w": -0.05325575498223101, "alpha_spy_p1w": -0.041965444430999255, "alpha_c_p1w": -0.008224973923606993, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.045030781058624014, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1674, -0.169, -0.1855, -0.1827, -0.2141, -0.2128, -0.2399, -0.2577, -0.26, -0.2219, -0.1953, -0.1997, -0.1997, -0.1883, -0.1735, -0.1414, -0.1382, -0.1416, -0.1306, -0.0992, -0.0878, -0.0908, -0.0755, -0.087, -0.1009, -0.0819, -0.083, -0.0681, -0.052, -0.0536, -0.0531, 0.0412, 0.0436, 0.037, 0.051, 0.077, 0.0769, 0.0845, 0.0516, 0.0481, 0.0894, 0.0852, 0.0736, 0.0741, 0.0489, 0.0523, 0.0489, 0.0363, 0.0363, 0.0522, 0.0521, 0.0556, 0.0291, 0.0184, -0.0209, -0.0286, 0.0071, -0.0028, -0.0164, -0.0138, -0.0351, -0.0314, -0.0262, 0.0, 0.0106, -0.0151, -0.0036, -0.0036, -0.0533, -0.0629, -0.0651, -0.0694, -0.0865, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066187016849547375", "ticker_idx": 2, "ts": "2026-06-14T15:52:27+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META has been undervalued for a while. The market isn't pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.", "tweet_type": "analysis", "timeline": "years", "summary": "Attractive entry across NVDA, GOOGL, META, AMZN, MSFT, AVGO on AI-driven growth, undervaluation, and forward P/E compression.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I think right now is an attractive entry to all of these names, here’s why.\n\n$NVDA is the king of the AI acceleration. It’s last few consecutive earnings calls have been incredible. Furthermore, it’s been hovering around it’s lowest p/e since 2019 for a while now.\n\n$GOOG Gemini is a fantastic model with incredible research abilities (my personal favourite for deep research. It also holds big investments in the likes of Anthropic, $PL, $ASTS, $ARM and $PATH. \n\n$META has been undervalued for a while. The market isn’t pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.\n\n$AMZN still undervalued imo due to its leading role in automation. It has repeatedly been at the forefront in terms of using robotics to improve cost efficiency. Also, many exciting catalysts coming with same-day delivery and drone usage.\n\n$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly. The new self-built models signal a shift in the software giant’s approach to AI development as the company moves to reduce its reliance on frontier labs for AI capabilities.\n\n$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027. Also, growing dominance in AI inference infrastructure through custom ASICs and hyperscale networking solutions.", "reply_text": null, "parent_text": null, "quoted_text": "There is no stock market bubble.\n\nLarge Cap Fwd P/E's (2027/28) &amp; Analysis:\n\n$NVDA: 22.9x -&gt; 16.1x\n$GOOGL: 24.8x -&gt; 20.6x\n$MSFT: 20.2x -&gt; 16.8x\n$AMZN: 24.2x -&gt; 17.9x\n$META: 15.7x -&gt; 13.8x\n$AVGO: 19.7x -&gt; 16.2x\n\nAnalysis:\n\n$NVDA: 16.1x (2028) on &gt;40% growth is the market pricing a https://t.co/Nkl0knvWVD", "parent_author": null, "ret_m1d": -0.045536539232068574, "ret_signed_m1d": -0.045536539232068574, "alpha_spy_m1d": -0.028208137846652548, "alpha_c_m1d": -0.0407232914724327, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004813247759635875, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011339963815781395, "ret_signed_p1d": 0.011339963815781395, "alpha_spy_p1d": 0.017301526660015498, "alpha_c_p1d": 0.010181225297826613, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0011587385179547827, "ret_p1w": -0.04992587089358891, "ret_signed_p1w": -0.04992587089358891, "alpha_spy_p1w": -0.038635560342357156, "alpha_c_p1w": -0.004895089834964894, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.045030781058624014, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0364, 0.0213, -0.0006, 0.0169, -0.0019, 0.0014, -0.0783, -0.115, -0.097, -0.0369, -0.0249, -0.0329, -0.0329, -0.0354, -0.032, 0.031, 0.0578, 0.0603, 0.0682, 0.1152, 0.1305, 0.1395, 0.1591, 0.1294, 0.1259, 0.1358, 0.1096, 0.1364, 0.1424, 0.1301, 0.1264, 0.0301, 0.0248, 0.0276, 0.0184, 0.0317, 0.0383, 0.0263, 0.0081, 0.0151, 0.038, 0.0411, 0.034, 0.0289, 0.0144, 0.0186, 0.0225, 0.0273, 0.0273, 0.0308, 0.0694, 0.0695, 0.0648, 0.0108, 0.0061, 0.0487, 0.0565, -0.0017, -0.0145, -0.0159, -0.0388, -0.0431, -0.0455, 0.0, 0.0113, -0.0436, -0.0274, -0.0274, -0.0499, -0.0527, -0.0603, -0.0853, -0.0728, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066187016849547375", "ticker_idx": 3, "ts": "2026-06-14T15:52:27+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMZN still undervalued imo due to its leading role in automation", "tweet_type": "analysis", "timeline": "years", "summary": "Attractive entry across NVDA, GOOGL, META, AMZN, MSFT, AVGO on AI-driven growth, undervaluation, and forward P/E compression.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "I think right now is an attractive entry to all of these names, here’s why.\n\n$NVDA is the king of the AI acceleration. It’s last few consecutive earnings calls have been incredible. Furthermore, it’s been hovering around it’s lowest p/e since 2019 for a while now.\n\n$GOOG Gemini is a fantastic model with incredible research abilities (my personal favourite for deep research. It also holds big investments in the likes of Anthropic, $PL, $ASTS, $ARM and $PATH. \n\n$META has been undervalued for a while. The market isn’t pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.\n\n$AMZN still undervalued imo due to its leading role in automation. It has repeatedly been at the forefront in terms of using robotics to improve cost efficiency. Also, many exciting catalysts coming with same-day delivery and drone usage.\n\n$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly. The new self-built models signal a shift in the software giant’s approach to AI development as the company moves to reduce its reliance on frontier labs for AI capabilities.\n\n$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027. Also, growing dominance in AI inference infrastructure through custom ASICs and hyperscale networking solutions.", "reply_text": null, "parent_text": null, "quoted_text": "There is no stock market bubble.\n\nLarge Cap Fwd P/E's (2027/28) &amp; Analysis:\n\n$NVDA: 22.9x -&gt; 16.1x\n$GOOGL: 24.8x -&gt; 20.6x\n$MSFT: 20.2x -&gt; 16.8x\n$AMZN: 24.2x -&gt; 17.9x\n$META: 15.7x -&gt; 13.8x\n$AVGO: 19.7x -&gt; 16.2x\n\nAnalysis:\n\n$NVDA: 16.1x (2028) on &gt;40% growth is the market pricing a https://t.co/Nkl0knvWVD", "parent_author": null, "ret_m1d": -0.030363389525147277, "ret_signed_m1d": -0.030363389525147277, "alpha_spy_m1d": -0.013034988139731252, "alpha_c_m1d": -0.01374875279987442, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.016614636725272858, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -8.13115686266741e-05, "ret_signed_p1d": -8.13115686266741e-05, "alpha_spy_p1d": 0.005880251275607429, "alpha_c_p1d": 0.0008463945363487158, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.0009277061049753899, "ret_p1w": -0.05377615948529224, "ret_signed_p1w": -0.05377615948529224, "alpha_spy_p1w": -0.04248584893406049, "alpha_c_p1w": -0.02509302634151034, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.028683133143781903, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1469, -0.1515, -0.1652, -0.1458, -0.1576, -0.1395, -0.1564, -0.1897, -0.1832, -0.1534, -0.1441, -0.1473, -0.1473, -0.1351, -0.1311, -0.1007, -0.0503, -0.0311, -0.0249, 0.0122, 0.0101, 0.015, 0.0185, 0.0092, 0.0158, 0.038, 0.0368, 0.073, 0.0614, 0.0556, 0.0692, 0.0774, 0.0904, 0.1058, 0.1119, 0.1178, 0.1022, 0.1084, 0.0934, 0.0805, 0.098, 0.0862, 0.0737, 0.0766, 0.0541, 0.0772, 0.0912, 0.0825, 0.0825, 0.0783, 0.105, 0.1137, 0.1001, 0.0619, 0.0427, 0.0163, 0.0316, 0.0, -0.0033, -0.0074, -0.0326, -0.0183, -0.0304, 0.0, -0.0001, -0.0346, -0.0066, -0.0066, -0.0538, -0.0484, -0.0478, -0.0773, -0.0542, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066187016849547375", "ticker_idx": 4, "ts": "2026-06-14T15:52:27+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly.", "tweet_type": "analysis", "timeline": "years", "summary": "Attractive entry across NVDA, GOOGL, META, AMZN, MSFT, AVGO on AI-driven growth, undervaluation, and forward P/E compression.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "I think right now is an attractive entry to all of these names, here’s why.\n\n$NVDA is the king of the AI acceleration. It’s last few consecutive earnings calls have been incredible. Furthermore, it’s been hovering around it’s lowest p/e since 2019 for a while now.\n\n$GOOG Gemini is a fantastic model with incredible research abilities (my personal favourite for deep research. It also holds big investments in the likes of Anthropic, $PL, $ASTS, $ARM and $PATH. \n\n$META has been undervalued for a while. The market isn’t pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.\n\n$AMZN still undervalued imo due to its leading role in automation. It has repeatedly been at the forefront in terms of using robotics to improve cost efficiency. Also, many exciting catalysts coming with same-day delivery and drone usage.\n\n$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly. The new self-built models signal a shift in the software giant’s approach to AI development as the company moves to reduce its reliance on frontier labs for AI capabilities.\n\n$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027. Also, growing dominance in AI inference infrastructure through custom ASICs and hyperscale networking solutions.", "reply_text": null, "parent_text": null, "quoted_text": "There is no stock market bubble.\n\nLarge Cap Fwd P/E's (2027/28) &amp; Analysis:\n\n$NVDA: 22.9x -&gt; 16.1x\n$GOOGL: 24.8x -&gt; 20.6x\n$MSFT: 20.2x -&gt; 16.8x\n$AMZN: 24.2x -&gt; 17.9x\n$META: 15.7x -&gt; 13.8x\n$AVGO: 19.7x -&gt; 16.2x\n\nAnalysis:\n\n$NVDA: 16.1x (2028) on &gt;40% growth is the market pricing a https://t.co/Nkl0knvWVD", "parent_author": null, "ret_m1d": -0.022563586429113713, "ret_signed_m1d": -0.022563586429113713, "alpha_spy_m1d": -0.005235185043697688, "alpha_c_m1d": -0.005235185043697688, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.017328401385416026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014833957996038927, "ret_signed_p1d": -0.014833957996038927, "alpha_spy_p1d": -0.008872395151804824, "alpha_c_p1d": -0.008872395151804824, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.005961562844234103, "ret_p1w": -0.08109869080386978, "ret_signed_p1w": -0.08109869080386978, "alpha_spy_p1w": -0.06980838025263802, "alpha_c_p1w": -0.06980838025263802, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.011290310551231753, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0221, -0.029, -0.0468, -0.044, -0.0696, -0.0738, -0.0865, -0.1095, -0.104, -0.076, -0.078, -0.0678, -0.0678, -0.0693, -0.0707, -0.0656, -0.0688, -0.0743, -0.0406, -0.0188, 0.0264, 0.049, 0.0553, 0.0435, 0.0587, 0.0806, 0.0378, 0.0599, 0.0604, 0.0714, 0.0595, 0.0179, 0.0345, 0.0324, 0.0268, 0.0333, 0.0503, 0.0362, 0.03, 0.0178, 0.0114, 0.022, 0.0532, 0.0572, 0.0419, 0.051, 0.0484, 0.0471, 0.0471, 0.0407, 0.0323, 0.0681, 0.1263, 0.152, 0.1039, 0.069, 0.0708, 0.0423, 0.03, 0.0091, -0.006, -0.0236, -0.0226, 0.0, -0.0148, -0.0522, -0.0509, -0.0509, -0.0811, -0.0646, -0.0858, -0.1174, -0.067, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066187016849547375", "ticker_idx": 5, "ts": "2026-06-14T15:52:27+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027", "tweet_type": "analysis", "timeline": "years", "summary": "Attractive entry across NVDA, GOOGL, META, AMZN, MSFT, AVGO on AI-driven growth, undervaluation, and forward P/E compression.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I think right now is an attractive entry to all of these names, here’s why.\n\n$NVDA is the king of the AI acceleration. It’s last few consecutive earnings calls have been incredible. Furthermore, it’s been hovering around it’s lowest p/e since 2019 for a while now.\n\n$GOOG Gemini is a fantastic model with incredible research abilities (my personal favourite for deep research. It also holds big investments in the likes of Anthropic, $PL, $ASTS, $ARM and $PATH. \n\n$META has been undervalued for a while. The market isn’t pricing in its ability to use AI most effectively. I believe high capex will pay off for the company.\n\n$AMZN still undervalued imo due to its leading role in automation. It has repeatedly been at the forefront in terms of using robotics to improve cost efficiency. Also, many exciting catalysts coming with same-day delivery and drone usage.\n\n$MSFT has been absolutely killed by the software fear spread. Azure continues to grow rapidly. The new self-built models signal a shift in the software giant’s approach to AI development as the company moves to reduce its reliance on frontier labs for AI capabilities.\n\n$AVGO has indicated that its AI semiconductor revenue alone could surpass $100 billion by 2027. Also, growing dominance in AI inference infrastructure through custom ASICs and hyperscale networking solutions.", "reply_text": null, "parent_text": null, "quoted_text": "There is no stock market bubble.\n\nLarge Cap Fwd P/E's (2027/28) &amp; Analysis:\n\n$NVDA: 22.9x -&gt; 16.1x\n$GOOGL: 24.8x -&gt; 20.6x\n$MSFT: 20.2x -&gt; 16.8x\n$AMZN: 24.2x -&gt; 17.9x\n$META: 15.7x -&gt; 13.8x\n$AVGO: 19.7x -&gt; 16.2x\n\nAnalysis:\n\n$NVDA: 16.1x (2028) on &gt;40% growth is the market pricing a https://t.co/Nkl0knvWVD", "parent_author": null, "ret_m1d": -0.03013145018849761, "ret_signed_m1d": -0.03013145018849761, "alpha_spy_m1d": -0.012803048803081585, "alpha_c_m1d": 0.011809447102846704, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04373766510027599, "ret_signed_p1d": -0.04373766510027599, "alpha_spy_p1d": -0.03777610225604189, "alpha_c_p1d": 0.004322876947770005, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": -0.003019189294292457, "ret_signed_p1w": -0.003019189294292457, "alpha_spy_p1w": 0.008271121256939296, "alpha_c_p1w": -0.036723405615495586, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1997, -0.1898, -0.2134, -0.1813, -0.192, -0.1907, -0.2146, -0.2367, -0.2552, -0.2143, -0.2042, -0.2015, -0.2015, -0.2018, -0.1522, -0.1099, -0.0991, -0.0568, -0.036, -0.0334, 0.0071, 0.0115, 0.032, 0.0144, 0.0209, 0.0729, 0.066, 0.0732, 0.0616, 0.015, 0.0292, 0.0596, 0.0694, 0.0573, 0.0848, 0.08, 0.0473, 0.0915, 0.0876, 0.0644, 0.058, 0.1164, 0.0793, 0.068, 0.0435, 0.0605, 0.0524, 0.0513, 0.0513, 0.0713, 0.0709, 0.0829, 0.1341, 0.1676, 0.2224, 0.2165, 0.0634, -0.0208, 0.0068, -0.0045, -0.0554, -0.0212, -0.0301, 0.0, -0.0437, -0.0026, 0.0442, 0.0442, -0.003, -0.0335, -0.0286, -0.0366, -0.0719, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023771861289447746", "ticker_idx": 0, "ts": "2026-02-17T14:49:46+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS can't stop executing", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ONDS; terse decisive quality verdict on continued execution.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@itschrisray $ONDS can’t stop executing", "reply_text": null, "parent_text": "🚨 $ONDS subsidiary, Sentrycs, deploys C-UAS solutions for German State Police.\n\nSentrycs also announces the release of its new man-carried system, Sentrycs Scout.\n\n“Designed to detect, identify, and take control of unauthorized drones without jamming or kinetic engagement, https://t.co/Z4EFGhNLTP", "quoted_text": null, "parent_author": "itschrisray", "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2011425799635710216", "ticker_idx": 0, "ts": "2026-01-14T13:10:55+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE is fine if tariffs are removed. 1. Domestic Incentives Persist... BULLISH", "tweet_type": "prediction", "timeline": "months", "summary": "Long $TE: 45X tax credits, IRA subsidies, 3GW locked contracts, and domestic demand shield it even without tariffs.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I expect sell-offs today out of fear.\n\nBut a reminder… $TE is fine if tariffs are removed.\n\n1. Domestic Incentives Persist\n\nThe 45X manufacturing tax credit provides up to $0.07/W for modules, $0.04/W for cells, and more for polysilicon, directly rewarding T1’s Texas operations regardless of tariff status. Inflation Reduction Act subsidies and potential extensions under Trump policies further bolster U.S. solar production, with T1’s G1 factory already at 5GW capacity.\n\n2. Cost and Contract Advantages\n\nT1’s integrated supply chain and gigafactory efficiencies yield module costs competitive with tariff-free imports, supported by 3GW fixed-margin sales locked for 2026. Utility-scale buyers prioritize reliable domestic supply amid supply chain risks from Asia, giving T1 an edge over volatile importers.\n\n3. Market Positioning\n\nEven without tariffs, growing U.S. solar demand (projected 30GW+ deployments in 2026) and domestic content bonuses for federal projects favor T1 over foreign panels facing non-tariff barriers like AD/CVD duties. Expansion to G2 Austin cell fab positions T1 for full vertical integration, reducing import dependency long-term.\n\nBULLISH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.004939531951905662, "alpha_c_m1d": 0.0015828615065749396, "bench_spy_m1d": 0.004939531951905662, "bench_c_m1d": -0.0015828615065749396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05725194382421572, "ret_signed_p1d": -0.05725194382421572, "alpha_spy_p1d": -0.05997524133220289, "alpha_c_p1d": -0.06644404481210586, "bench_spy_p1d": 0.0027232975079871657, "bench_c_p1d": 0.00919210098789014, "ret_p1w": -0.005089053584423131, "ret_signed_p1w": -0.005089053584423131, "alpha_spy_p1w": 0.002095510082699592, "alpha_c_p1w": -0.01781198810936757, "bench_spy_p1w": -0.007184563667122723, "bench_c_p1w": 0.01272293452494444, "ret_p1m": -0.20992367268951617, "ret_signed_p1m": -0.20992367268951617, "alpha_spy_p1m": -0.19675674255151854, "alpha_c_p1m": -0.26154591197305543, "bench_spy_p1m": -0.013166930137997634, "bench_c_p1m": 0.05162223928353926, "ret_p3m": -0.34987276759375896, "ret_signed_p3m": -0.34987276759375896, "alpha_spy_p3m": -0.34641629511372907, "alpha_c_p3m": -0.40432783500100555, "bench_spy_p3m": -0.003456472480029893, "bench_c_p3m": 0.05445506740724659, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20992367268951617, "alpha_spy_stated": -0.19675674255151854, "alpha_c_stated": -0.26154591197305543, "price_path": [-0.4504, -0.3944, -0.43, -0.4771, -0.528, -0.5585, -0.5127, -0.5293, -0.542, -0.5369, -0.5267, -0.5649, -0.5318, -0.4796, -0.5318, -0.5153, -0.4275, -0.4389, -0.5102, -0.556, -0.5725, -0.5954, -0.6107, -0.6323, -0.6539, -0.6539, -0.6005, -0.5814, -0.5115, -0.5115, -0.4758, -0.4313, -0.3969, -0.4249, -0.3499, -0.2583, -0.2341, -0.1438, -0.2176, -0.2532, -0.3193, -0.3562, -0.3079, -0.3104, -0.2341, -0.1819, -0.0712, -0.0954, -0.1031, -0.1031, -0.1349, -0.1832, -0.173, -0.1501, -0.1501, -0.0025, 0.0433, -0.0267, -0.0738, -0.1336, -0.117, -0.0827, 0.0, 0.0, -0.0573, 0.0394, 0.0394, 0.0534, -0.0051, 0.0649, 0.0814, 0.0356, 0.1603, 0.2074, 0.1298, 0.0598, 0.1018, 0.1565, -0.0165, -0.0751, 0.0522, -0.028, -0.0445, -0.1285, -0.2099, -0.2214, -0.2214, -0.1807, -0.1781, -0.1972, -0.2099, -0.1997, -0.098, -0.0814, -0.0725, -0.2163, -0.1298, -0.1718, -0.0967, -0.1336, -0.145, -0.0891, 0.0153, 0.0356, -0.0153, -0.0305, -0.0178, -0.0089, -0.0674, -0.0191, -0.1603, -0.1298, -0.159, -0.1501, -0.201, -0.2672, -0.285, -0.4415, -0.43, -0.4669, -0.4669, -0.4847, -0.5, -0.4695, -0.4682, -0.4033, -0.3499, -0.3817, -0.3206, -0.3651, -0.3601, -0.3664, -0.3524, -0.3142, -0.3142, -0.327, -0.3244, -0.3766, -0.3779, -0.3893, -0.3448, -0.3511, -0.3206, -0.3295, -0.3448, -0.2163, -0.2316, -0.2557, -0.2863, -0.271, -0.2786, -0.1094, -0.1247, 0.1069, 0.1094, 0.028, 0.028, 0.3295, 0.3944, 0.3766, 0.3435, 0.3244, 0.5318, 0.4631, 0.4835, 0.1997, 0.1616, 0.0763, -0.0165, 0.0776, 0.0814, 0.1349, 0.098, 0.1501, 0.1896, 0.1896, 0.3232, 0.1756, 0.0852, 0.0814, 0.0445, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1991228574666293422", "ticker_idx": 0, "ts": "2025-11-19T19:34:22+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 is the only perfect play", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses Bitcoin as the only perfect play; decisively bullish.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes Awesome… everything else really is just fun. Bitcoin is the only perfect play", "reply_text": null, "parent_text": "Picked up some Sats at about $88,900 per $BTC\n\nThis is the lowest price I have ever bought Bitcoin at https://t.co/bfX5wsF5oK", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": 0.016212395197771068, "ret_signed_m1d": 0.016212395197771068, "alpha_spy_m1d": 0.02006070513996283, "alpha_c_m1d": 0.02006070513996283, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": -0.0038483099421917633, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05285126891851111, "ret_signed_p1d": -0.05285126891851111, "alpha_spy_p1d": -0.03760904160186307, "alpha_c_p1d": -0.03760904160186307, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.015242227316648038, "ret_p1w": -0.010360408030751223, "ret_signed_p1w": -0.010360408030751223, "alpha_spy_p1w": -0.03609122099783579, "alpha_c_p1w": -0.03609122099783579, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.02573081296708457, "ret_p1m": -0.06563624612187235, "ret_signed_p1m": -0.06563624612187235, "alpha_spy_p1m": -0.08652258705486549, "alpha_c_p1m": -0.08652258705486549, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.02088634093299313, "ret_p3m": -0.24733603601133514, "ret_signed_p3m": -0.24733603601133514, "alpha_spy_p3m": -0.27923086893360993, "alpha_c_p3m": -0.27923086893360993, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.031894832922274796, "ret_p6m": -0.11386463906880695, "ret_signed_p6m": -0.11386463906880695, "alpha_spy_p6m": -0.24938531254347907, "alpha_c_p6m": -0.24938531254347907, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.13552067347467212, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06563624612187235, "alpha_spy_stated": -0.08652258705486549, "alpha_c_stated": -0.08652258705486549, "price_path": [0.2778, 0.204, 0.2223, 0.216, 0.2305, 0.1853, 0.1944, 0.2158, 0.2215, 0.2105, 0.2098, 0.2253, 0.2194, 0.2459, 0.2628, 0.2693, 0.2622, 0.2774, 0.2734, 0.2807, 0.2648, 0.2327, 0.2247, 0.239, 0.1922, 0.1995, 0.2507, 0.247, 0.2972, 0.3194, 0.3367, 0.3639, 0.3278, 0.3486, 0.3306, 0.2378, 0.2603, 0.2367, 0.2112, 0.1828, 0.164, 0.2091, 0.186, 0.1774, 0.2034, 0.2139, 0.2477, 0.235, 0.2032, 0.1841, 0.1978, 0.1649, 0.1107, 0.1359, 0.1075, 0.1302, 0.1589, 0.1261, 0.1115, 0.09, 0.0321, 0.0069, 0.0162, 0.0, -0.0529, -0.0697, -0.0349, -0.0451, -0.0104, -0.002, -0.006, -0.0562, -0.0013, 0.0225, 0.0074, -0.0227, -0.009, 0.0134, 0.0061, 0.0114, -0.0131, -0.0552, -0.0396, -0.0582, -0.0656, -0.0368, -0.0325, -0.0443, -0.0421, -0.0463, -0.0455, -0.0473, -0.0332, -0.0433, -0.0299, -0.0166, 0.0264, 0.0247, -0.0017, -0.0048, -0.0104, -0.003, 0.0422, 0.0597, 0.0447, 0.0444, 0.0119, -0.0345, -0.0228, -0.0219, -0.0215, -0.035, -0.0258, -0.0249, -0.0755, -0.0802, -0.1397, -0.1731, -0.2017, -0.3145, -0.2286, -0.2334, -0.2479, -0.2676, -0.276, -0.2472, -0.2473, -0.2621, -0.2738, -0.268, -0.2565, -0.2935, -0.2994, -0.257, -0.2625, -0.2797, -0.2481, -0.2533, -0.2051, -0.2255, -0.2551, -0.2522, -0.2355, -0.2324, -0.2293, -0.2241, -0.1815, -0.1918, -0.2211, -0.2356, -0.229, -0.2247, -0.229, -0.2204, -0.2479, -0.2747, -0.2709, -0.254, -0.2557, -0.2687, -0.2682, -0.2472, -0.2135, -0.2224, -0.2154, -0.2021, -0.1857, -0.189, -0.1822, -0.1784, -0.1568, -0.1705, -0.1652, -0.145, -0.1443, -0.1532, -0.1541, -0.1653, -0.1715, -0.1658, -0.1453, -0.1272, -0.1152, -0.1098, -0.1252, -0.1233, -0.1065, -0.1201, -0.1333, -0.1139]}
{"unit_id": "quote:2003468969169334452", "ticker_idx": 0, "ts": "2025-12-23T14:13:19+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish for AI stocks $IREN $CIFR $NBIS", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Tariff exemption on Chinese semis until 2027 is bullish for AI stocks IREN, CIFR, and NBIS.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Bullish for AI stocks $IREN $CIFR $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The US announces that tariffs on Chinese semiconductors will be 0% until 2027.", "parent_author": null, "ret_m1d": -0.0007130682080933592, "ret_signed_m1d": -0.0007130682080933592, "alpha_spy_m1d": 0.0038366297794026893, "alpha_c_m1d": 0.0012714008985235115, "bench_spy_m1d": -0.004549697987496049, "bench_c_m1d": -0.0019844691066168707, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00213929529928103, "ret_signed_p1d": -0.00213929529928103, "alpha_spy_p1d": -0.005656969695525871, "alpha_c_p1d": -0.007551534256350467, "bench_spy_p1d": 0.003517674396244841, "bench_c_p1d": 0.005412238957069437, "ret_p1w": -0.08961256204210255, "ret_signed_p1w": -0.08961256204210255, "alpha_spy_p1w": -0.08823162510810001, "alpha_c_p1w": -0.0851023166337731, "bench_spy_p1w": -0.0013809369340025412, "bench_c_p1w": -0.00451024540832945, "ret_p1m": 0.27121464060328626, "ret_signed_p1m": 0.27121464060328626, "alpha_spy_p1m": 0.27493575859227537, "alpha_c_p1m": 0.30675501901019653, "bench_spy_p1m": -0.003721117988989109, "bench_c_p1m": -0.03554037840691027, "ret_p3m": -0.018540498810434625, "ret_signed_p3m": -0.018540498810434625, "alpha_spy_p3m": 0.036141053993077876, "alpha_c_p3m": 0.0960183740044489, "bench_spy_p3m": -0.0546815528035125, "bench_c_p3m": -0.11455887281488353, "ret_p6m": 0.381269337577407, "ret_signed_p6m": 0.381269337577407, "alpha_spy_p6m": 0.30128853494650043, "alpha_c_p6m": 0.40115324877248393, "bench_spy_p6m": 0.07998080263090657, "bench_c_p6m": -0.01988391119507693, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27121464060328626, "alpha_spy_stated": 0.27493575859227537, "alpha_c_stated": 0.30675501901019653, "price_path": [0.1003, -0.005, 0.0918, 0.1155, 0.1191, 0.1177, 0.1994, 0.3727, 0.4661, 0.4283, 0.5177, 0.4207, 0.5246, 0.6534, 0.6159, 0.4697, 0.4433, 0.4077, 0.312, 0.232, 0.3278, 0.4951, 0.5448, 0.4837, 0.4362, 0.3839, 0.444, 0.6104, 0.5838, 0.8163, 0.5916, 0.4828, 0.4302, 0.3639, 0.324, 0.1564, 0.1022, 0.1269, 0.1612, 0.0894, 0.0333, 0.0045, 0.1526, 0.1284, 0.1517, 0.1517, 0.1364, 0.1526, -0.0226, 0.0449, 0.1041, 0.0628, 0.1015, 0.1134, 0.044, 0.0444, -0.0461, -0.1566, -0.1303, -0.1971, -0.149, -0.0511, -0.0007, 0.0, -0.0021, -0.0021, -0.0421, -0.0632, -0.0896, -0.1022, -0.1022, 0.015, 0.1467, 0.0913, 0.037, 0.0858, 0.0941, 0.1963, 0.2596, 0.257, 0.2334, 0.3744, 0.3744, 0.2898, 0.2712, 0.2422, 0.3473, 0.2446, 0.426, 0.4961, 0.4224, 0.2774, 0.2617, 0.2928, 0.0682, -0.0542, -0.0057, 0.097, 0.0204, 0.0143, -0.0485, 0.0036, 0.0036, -0.0261, 0.0002, 0.029, -0.0497, 0.0069, 0.0803, 0.0466, 0.0516, -0.0266, -0.0162, -0.0765, 0.0421, -0.0462, -0.1276, -0.0768, -0.0939, -0.0021, -0.0166, -0.0116, 0.0682, 0.0212, 0.0033, -0.0097, -0.0185, 0.0021, -0.0226, -0.0152, -0.1098, -0.1659, -0.2484, -0.1852, -0.1897, -0.1735, -0.1735, -0.165, -0.1505, -0.1246, -0.1191, -0.0654, 0.0238, 0.126, 0.1604, 0.1338, 0.1438, 0.1581, 0.0737, 0.1502, 0.2365, 0.2037, 0.1495, 0.0563, 0.0188, 0.0818, 0.0853, 0.1761, 0.3012, 0.4495, 0.3513, 0.4547, 0.3109, 0.3444, 0.3114, 0.3882, 0.2584, 0.1994, 0.1348, 0.2529, 0.3801, 0.3508, 0.3508, 0.421, 0.6126, 0.5225, 0.5103, 0.5529, 0.5831, 0.5565, 0.4704, 0.2919, 0.4069, 0.2841, 0.2246, 0.348, 0.4207, 0.4464, 0.4067, 0.3813]}
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{"unit_id": "reply:2019047796272140801", "ticker_idx": 0, "ts": "2026-02-04T13:58:01+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE GANG TO $10", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE with a target of $10.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "tl", "tweet_text": "@sub_marine_x @FirstSquawk @accounting_ds @SJCapitalInvest $TE GANG TO $10", "reply_text": null, "parent_text": "@FirstSquawk @accounting_ds @SJCapitalInvest we should fucking fly today brothers 🦖🦖 https://t.co/kMxsCOT027", "quoted_text": null, "parent_author": "sub_marine_x", "ret_m1d": 0.17593792110719986, "ret_signed_m1d": 0.17593792110719986, "alpha_spy_m1d": 0.17107049025815235, "alpha_c_m1d": 0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": -0.05950841358498571, "alpha_spy_p1d": -0.047019129524661474, "alpha_c_p1d": -0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": -0.11384218787445677, "alpha_spy_p1w": -0.12225094225729516, "alpha_c_p1w": -0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": -0.11901682716997153, "alpha_spy_p1m": -0.11190502899080723, "alpha_c_p1m": -0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": -0.3402328729562084, "alpha_spy_p3m": -0.3894624832961614, "alpha_c_p3m": -0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11901682716997153, "alpha_spy_stated": -0.11190502899080723, "alpha_c_stated": -0.13477930843842467, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2033889913410638284", "ticker_idx": 0, "ts": "2026-03-17T12:55:17+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSTR tempted to DCA this…", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Tempted to dollar-cost average into MSTR; implied bullish lean.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Kaizen_Investor $MSTR tempted to DCA this…", "reply_text": null, "parent_text": "I have identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK", "quoted_text": null, "parent_author": "Kaizen_Investor", "ret_m1d": -0.01836568092397517, "ret_signed_m1d": -0.01836568092397517, "alpha_spy_m1d": -0.015742037544819065, "alpha_c_m1d": -0.015742037544819065, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.0026236433791561042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06467927401954565, "ret_signed_p1d": -0.06467927401954565, "alpha_spy_p1d": -0.050725629504288494, "alpha_c_p1d": -0.050725629504288494, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.013953644515257158, "ret_p1w": -0.09335905571773062, "ret_signed_p1w": -0.09335905571773062, "alpha_spy_p1w": -0.06976584063769953, "alpha_c_p1w": -0.06976584063769953, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023593215080031094, "ret_p1m": -0.044849650970935406, "ret_signed_p1m": -0.044849650970935406, "alpha_spy_p1m": -0.09115564854176472, "alpha_c_p1m": -0.09115564854176472, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.046305997570829316, "ret_p3m": -0.17507318187587262, "ret_signed_p3m": -0.17507318187587262, "alpha_spy_p3m": -0.28387891646034413, "alpha_c_p3m": -0.28387891646034413, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.10880573458447151, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.044849650970935406, "alpha_spy_stated": -0.09115564854176472, "alpha_c_stated": -0.09115564854176472, "price_path": [0.053, 0.0968, 0.0934, 0.0506, 0.0561, 0.0561, 0.0568, 0.034, 0.0355, 0.0111, 0.0111, 0.0458, 0.0961, 0.0512, 0.0769, 0.1111, 0.0469, 0.0795, 0.1511, 0.1933, 0.1373, 0.1559, 0.1559, 0.0662, 0.09, 0.0712, 0.0854, 0.0685, 0.0752, 0.0544, -0.0472, -0.0038, -0.0709, -0.1133, -0.141, -0.2881, -0.1021, -0.0788, -0.115, -0.1611, -0.1815, -0.1091, -0.1091, -0.1438, -0.1669, -0.1386, -0.128, -0.1768, -0.1708, -0.0974, -0.1123, -0.1383, -0.084, -0.1171, -0.0256, -0.0697, -0.1115, -0.0754, -0.0787, -0.0795, -0.0861, -0.0706, -0.0184, 0.0, -0.0647, -0.0801, -0.0973, -0.0804, -0.0934, -0.0742, -0.1155, -0.1614, -0.1919, -0.1696, -0.183, -0.2026, -0.2026, -0.1503, -0.1767, -0.1463, -0.1425, -0.144, -0.1192, -0.0856, -0.0448, -0.0089, 0.1081, 0.1366, 0.0911, 0.1935, 0.1477, 0.138, 0.1259, 0.1027, 0.0526, 0.1009, 0.1789, 0.2231, 0.2437, 0.2431, 0.1967, 0.2483, 0.3038, 0.2272, 0.1847, 0.2441, 0.1806, 0.1088, 0.0955, 0.1033, 0.097, 0.0639, 0.0639, 0.0642, 0.0261, 0.009, 0.0586, -0.0033, -0.0945, -0.1579, -0.1391, -0.1986, -0.1536, -0.2213, -0.2324, -0.2005, -0.1751, -0.1274, -0.1828, -0.2244, -0.2512, -0.2512, -0.2716, -0.309, -0.3736, -0.4322, -0.4523, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069413267726860637", "ticker_idx": 0, "ts": "2026-06-23T13:32:25+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$12.2 trillion is benchmarked to Russell indexes. Every fund tracking it must now hold $ELMT - price-insensitive, rules-based buying on open. This means passive inflows improve liquidity, active managers can no longer ignore it without taking an underweight, analyst coverage follows. It could be a big moment for a company that is still sub-$500mn marketcap.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish ELMT on imminent Russell 3000 inclusion driving mandatory passive inflows, improved liquidity, and institutional visibility for a sub-$500M cap stock.", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$ELMT joins the Russell 3000 on Friday.\n\n$12.2 trillion is benchmarked to Russell indexes. Every fund tracking it must now hold $ELMT - price-insensitive, rules-based buying on open.\n\nThis means passive inflows improve liquidity, active managers can no longer ignore it without taking an underweight, analyst coverage follows.\n\nFor a stock that IPO'd in April, this is the inflection that puts it on institutional radars. \n\nIt could be a big moment for a company that is still sub-$500mn marketcap.\n\n$ELMT", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/NSpMNbJCRW", "parent_author": null, "ret_m1d": 0.016260120577509918, "ret_signed_m1d": 0.016260120577509918, "alpha_spy_m1d": 0.0015241717965197576, "alpha_c_m1d": -0.004228284027175677, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.020488404604685595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018428191790151538, "ret_signed_p1d": -0.018428191790151538, "alpha_spy_p1d": -0.017964674726508423, "alpha_c_p1d": -0.029991553496354073, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": 0.011563361706202535, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.0293, -0.0786, -0.1225, -0.1783, -0.1154, -0.1138, -0.1518, -0.1669, -0.1837, -0.1518, -0.168, -0.1485, -0.1556, -0.0927, -0.0938, -0.1252, -0.1626, -0.2222, -0.2667, -0.2396, -0.2054, -0.2033, -0.2033, -0.1518, -0.1566, -0.122, -0.1718, 0.0271, 0.1973, 0.0748, 0.0461, -0.0694, -0.0591, 0.0168, 0.007, 0.0531, 0.1084, 0.1187, -0.0119, 0.0092, 0.0537, 0.0537, 0.0163, 0.0, -0.0184, 0.0125, 0.0276, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019062019983356357", "ticker_idx": 0, "ts": "2026-02-04T14:54:32+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's becoming more and more likely that $IREN hasn't earnt a deal. Big sell off continues amongst Data Centers", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on IREN (no deal likely), CIFR, and CLSK as data center selloff continues.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "It's becoming more and more likely that $IREN hasn't earnt a deal.\n\nBig sell off continues amongst Data Centers... glad I didn't fomo in.\n\n$IREN $CIFR $CLSK https://t.co/W6ydgHG5ca", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2102803972344378, "ret_signed_m1d": -0.2102803972344378, "alpha_spy_m1d": -0.2054129663853903, "alpha_c_m1d": -0.21824933580861428, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.007968938574176465, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1145971933368255, "ret_signed_p1d": 0.1145971933368255, "alpha_spy_p1d": 0.10210790927650126, "alpha_c_p1d": 0.10218060941624751, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012416583920577984, "ret_p1w": -0.050511805232111295, "ret_signed_p1w": 0.050511805232111295, "alpha_spy_p1w": 0.058920559614949686, "alpha_c_p1w": 0.02790249571776693, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.022609309514344367, "ret_p1m": -0.10714282985863977, "ret_signed_p1m": 0.10714282985863977, "alpha_spy_p1m": 0.10003103167947547, "alpha_c_p1m": 0.056549785521591955, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": -0.05059304433704781, "ret_p3m": 0.10102361046422259, "ret_signed_p3m": -0.10102361046422259, "alpha_spy_p3m": -0.0517940001242696, "alpha_c_p3m": -0.14021669794213965, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": -0.039193087477917055, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10714282985863977, "alpha_spy_stated": 0.10003103167947547, "alpha_c_stated": 0.056549785521591955, "price_path": [0.3881, 0.3389, 0.2768, 0.2394, 0.0826, 0.0318, 0.055, 0.087, 0.0198, -0.0327, -0.0596, 0.079, 0.0563, 0.0781, 0.0781, 0.0639, 0.079, -0.085, -0.0218, 0.0336, -0.0051, 0.0312, 0.0423, -0.0227, -0.0223, -0.107, -0.2105, -0.1858, -0.2483, -0.2034, -0.1117, -0.0645, -0.0639, -0.0659, -0.0659, -0.1032, -0.1231, -0.1478, -0.1595, -0.1595, -0.0498, 0.0734, 0.0216, -0.0293, 0.0165, 0.0243, 0.1199, 0.1791, 0.1767, 0.1547, 0.2866, 0.2866, 0.2074, 0.19, 0.1629, 0.2612, 0.1651, 0.3349, 0.4005, 0.3316, 0.1958, 0.1811, 0.2103, 0.0, -0.1146, -0.0692, 0.0269, -0.0447, -0.0505, -0.1093, -0.0605, -0.0605, -0.0883, -0.0636, -0.0367, -0.1104, -0.0574, 0.0113, -0.0202, -0.0156, -0.0888, -0.079, -0.1355, -0.0245, -0.1071, -0.1834, -0.1357, -0.1518, -0.0659, -0.0794, -0.0748, 0.0, -0.0441, -0.0607, -0.073, -0.0812, -0.0619, -0.085, -0.0781, -0.1667, -0.2192, -0.2964, -0.2372, -0.2414, -0.2263, -0.2263, -0.2183, -0.2047, -0.1805, -0.1753, -0.1251, -0.0416, 0.0541, 0.0863, 0.0614, 0.0708, 0.0841, 0.0051, 0.0768, 0.1575, 0.1268, 0.0761, -0.0111, -0.0463, 0.0127, 0.016, 0.101, 0.2181, 0.3569, 0.265, 0.3618, 0.2272, 0.2586, 0.2276, 0.2995, 0.178, 0.1228, 0.0623, 0.1729, 0.2919, 0.2646, 0.2646, 0.3302, 0.5096, 0.4252, 0.4139, 0.4537, 0.482, 0.4571, 0.3765, 0.2094, 0.3171, 0.202, 0.1464, 0.2619, 0.33, 0.354, 0.3169, 0.2931, 0.3342, 0.3342, 0.2655, 0.2176, 0.1193, 0.0623, 0.0505, 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:2056694094676594911", "ticker_idx": 0, "ts": "2026-05-19T11:10:58+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big macro catalyst potentially upcoming alongside the safe Lidar act this year also! BUILD America 250 Act … Gives $OUST a further domestic advantage over Chinese competitors!", "tweet_type": "news_reaction", "timeline": "months", "summary": "Bullish OUST on upcoming BUILD America 250 Act and SAFE Lidar Act providing domestic advantage over Chinese competitors.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ParadisLabs Big macro catalyst potentially upcoming alongside the safe Lidar act this year also!\n\nBUILD America 250 Act @ParadisLabs \n\nGives $OUST a further domestic advantage over Chinese competitors!", "reply_text": null, "parent_text": "Major $OUST catalyst just in:\n\n$OUST announce partnership with Fujifilm to develop the world's first colour lidar sensors.\n\nThat gives $OUST a stronger value proposition in physical AI / robotics / automation.\n\nSince colour accuracy &amp; consistency are important for perception https://t.co/hvDDKhwr7p", "quoted_text": null, "parent_author": "ParadisLabs", "ret_m1d": 0.03432033921028199, "ret_signed_m1d": 0.03432033921028199, "alpha_spy_m1d": 0.027614887530116095, "alpha_c_m1d": 0.027855310971584002, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03869453406622925, "ret_signed_p1d": 0.03869453406622925, "alpha_spy_p1d": 0.028445539483665794, "alpha_c_p1d": 0.01618241208316684, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.4367429929163047, "ret_signed_p1w": 0.4367429929163047, "alpha_spy_p1w": 0.4137644653401533, "alpha_c_p1w": 0.3680521229950926, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.37012120328030607, "ret_signed_p1m": 0.37012120328030607, "alpha_spy_p1m": 0.36026743687008045, "alpha_c_p1m": 0.2976206113456963, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37012120328030607, "alpha_spy_stated": 0.36026743687008045, "alpha_c_stated": 0.2976206113456963, "price_path": [-0.358, -0.3735, -0.3923, -0.3725, -0.3338, -0.3395, -0.3624, -0.3186, -0.2692, -0.247, -0.2873, -0.318, -0.3085, -0.2473, -0.1672, -0.2409, -0.2776, -0.2833, -0.2803, -0.3022, -0.2914, -0.3254, -0.2873, -0.3079, -0.3197, -0.3503, -0.4058, -0.4404, -0.3819, -0.3735, -0.3442, -0.3442, -0.3503, -0.3496, -0.3183, -0.326, -0.3038, -0.2638, -0.212, -0.1777, -0.1867, -0.1837, -0.0868, -0.071, -0.0659, -0.1114, -0.0505, -0.0942, -0.1208, -0.1406, -0.0929, -0.11, -0.0528, -0.0377, -0.0109, -0.1753, -0.1521, -0.0983, -0.0882, 0.1497, 0.1729, 0.1729, 0.0343, 0.0, 0.0387, 0.1807, 0.246, 0.246, 0.4367, 0.4882, 0.4243, 0.5495, 0.5118, 0.5488, 0.4791, 0.5845, 0.3351, 0.3755, 0.2961, 0.2917, 0.3328, 0.3392, 0.5202, 0.4378, 0.3701, 0.567, 0.567, 0.6043, 0.5195, 0.3698, 0.4071, 0.4139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066925896485806228", "ticker_idx": 0, "ts": "2026-06-16T16:48:30+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 is the only robotics play you need imo. Everything else is a distraction.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST as sole robotics play with US regulatory moat via SAFE LiDAR Act; bearish HSAI on Chinese government risk and intense domestic competition.", "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": "$OUST is the only robotics play you need imo. Everything else is a distraction.\n\nThis post is so wrong.\n\n(1) Investing in Chinese companies is a horrifically complex trade with government.\n(2) $HSAI is in a heavily competitive domestic environment \n(3) $OUST has the regulatory moat of the US government backing domestic production. They will outcompete any chinese rivals purely because the SAFE LiDAR act will block any chinese procurement.\n\nStay focused.\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": "Forget $OUST, here's a better robotics play nobody's talking about:\n\nThe ticker is $HSAI. \n\nHere's a review of $OUST vs $HSAI (and why I'm more bullish $HSAI here):\n\nMarket Cap: $HSAI $2.85B–$3.17B | $OUST ~$2.5B–$2.87B\n\nTTM Revenue: $HSAI $430M–$451M | $OUST $185M (HSAI is https://t.co/1SeY46Cu0J", "parent_author": null, "ret_m1d": 0.05733678420749233, "ret_signed_m1d": 0.05733678420749233, "alpha_spy_m1d": 0.05133946798570532, "alpha_c_m1d": 0.028641227512053558, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.028695556695438773, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.047039511890151764, "ret_signed_p1d": -0.047039511890151764, "alpha_spy_p1d": -0.03455164100510033, "alpha_c_p1d": -0.04360677928980339, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.003432732600348376, "ret_p1w": 0.05686871825902684, "ret_signed_p1w": 0.05686871825902684, "alpha_spy_p1w": 0.07667353023715273, "alpha_c_p1w": 0.06775893604043914, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.010890217781412304, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5071, -0.5308, -0.5043, -0.5186, -0.5268, -0.5481, -0.5867, -0.6108, -0.5701, -0.5642, -0.5439, -0.5439, -0.5481, -0.5476, -0.5259, -0.5312, -0.5158, -0.4879, -0.4519, -0.428, -0.4344, -0.4322, -0.3648, -0.3538, -0.3503, -0.3819, -0.3396, -0.37, -0.3885, -0.4023, -0.3691, -0.381, -0.3412, -0.3307, -0.3121, -0.4264, -0.4103, -0.3728, -0.3658, -0.2003, -0.1842, -0.1842, -0.2806, -0.3045, -0.2776, -0.1788, -0.1334, -0.1334, -0.0007, 0.0351, -0.0094, 0.0777, 0.0515, 0.0772, 0.0288, 0.102, -0.0714, -0.0433, -0.0985, -0.1016, -0.073, -0.0686, 0.0573, 0.0, -0.047, 0.0899, 0.0899, 0.1158, 0.0569, -0.0473, -0.0213, -0.0166, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066925896485806228", "ticker_idx": 1, "ts": "2026-06-16T16:48:30+00:00", "symbol": "HSAI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Investing in Chinese companies is a horrifically complex trade with government. $HSAI is in a heavily competitive domestic environment", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST as sole robotics play with US regulatory moat via SAFE LiDAR Act; bearish HSAI on Chinese government risk and intense domestic competition.", "resolved_tickers": ["HSAI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Parts'", "bench_c_industry": "Auto Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST is the only robotics play you need imo. Everything else is a distraction.\n\nThis post is so wrong.\n\n(1) Investing in Chinese companies is a horrifically complex trade with government.\n(2) $HSAI is in a heavily competitive domestic environment \n(3) $OUST has the regulatory moat of the US government backing domestic production. They will outcompete any chinese rivals purely because the SAFE LiDAR act will block any chinese procurement.\n\nStay focused.\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": "Forget $OUST, here's a better robotics play nobody's talking about:\n\nThe ticker is $HSAI. \n\nHere's a review of $OUST vs $HSAI (and why I'm more bullish $HSAI here):\n\nMarket Cap: $HSAI $2.85B–$3.17B | $OUST ~$2.5B–$2.87B\n\nTTM Revenue: $HSAI $430M–$451M | $OUST $185M (HSAI is https://t.co/1SeY46Cu0J", "parent_author": null, "ret_m1d": 0.0950992489007707, "ret_signed_m1d": -0.0950992489007707, "alpha_spy_m1d": -0.0891019326789837, "alpha_c_m1d": -0.09417068135801698, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.0009285675427537221, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0035005523966715746, "ret_signed_p1d": 0.0035005523966715746, "alpha_spy_p1d": -0.008987318488379858, "alpha_c_p1d": -0.021571222989751337, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.025071775386422912, "ret_p1w": -0.07234538012101988, "ret_signed_p1w": 0.07234538012101988, "alpha_spy_p1w": 0.052540568142893984, "alpha_c_p1w": 0.03458316013924534, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.037762219981774536, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.4201, 0.3331, 0.3757, 0.1809, 0.1581, 0.1313, 0.0758, 0.0344, 0.1155, 0.196, 0.2036, 0.2036, 0.2083, 0.1814, 0.2765, 0.2701, 0.3221, 0.3034, 0.3705, 0.4131, 0.4317, 0.3565, 0.2777, 0.2474, 0.262, 0.2252, 0.3034, 0.3658, 0.3116, 0.2993, 0.3232, 0.2841, 0.262, 0.2474, 0.3098, 0.2754, 0.2602, 0.2719, 0.248, 0.4026, 0.3775, 0.3092, 0.2841, 0.1683, 0.1814, 0.2194, 0.2036, 0.2036, 0.2491, 0.2036, 0.1604, 0.1027, 0.1686, 0.2637, 0.2124, 0.1814, 0.0788, 0.1179, 0.0758, 0.0228, 0.0537, 0.0589, 0.0951, 0.0, -0.0035, -0.0146, -0.0146, -0.0467, -0.0723, -0.0893, -0.1237, -0.1365, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016512199552811008", "ticker_idx": 0, "ts": "2026-01-28T14:02:28+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE we're about to go MUCH higher", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish TE; expects price to go much higher from current levels.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE we’re about to go MUCH higher.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03898839773264684, "ret_signed_m1d": -0.03898839773264684, "alpha_spy_m1d": -0.039089072447349604, "alpha_c_m1d": -0.044593404773833445, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.005605007041186605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06427815293881434, "ret_signed_p1d": -0.06427815293881434, "alpha_spy_p1d": -0.06229377578398054, "alpha_c_p1d": -0.0747569938199566, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.01047884088114226, "ret_p1w": -0.18545835558405976, "ret_signed_p1w": -0.18545835558405976, "alpha_spy_p1w": -0.17218588118927491, "alpha_c_p1w": -0.21744316467580227, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.031984809091742505, "ret_p1m": -0.2318229570416439, "ret_signed_p1m": -0.2318229570416439, "alpha_spy_p1m": -0.22302252229628516, "alpha_c_p1m": -0.308342980057152, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": 0.07652002301550809, "ret_p3m": -0.44046363847763426, "ret_signed_p3m": -0.44046363847763426, "alpha_spy_p3m": -0.471672358866717, "alpha_c_p3m": -0.49440981033641884, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.053946171858784586, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2318229570416439, "alpha_spy_stated": -0.22302252229628516, "alpha_c_stated": -0.308342980057152, "price_path": [-0.608, -0.6396, -0.6122, -0.569, -0.6122, -0.5985, -0.5258, -0.5353, -0.5943, -0.6322, -0.6459, -0.6649, -0.6776, -0.6955, -0.7134, -0.7134, -0.6691, -0.6533, -0.5954, -0.5954, -0.5659, -0.529, -0.5005, -0.5237, -0.4615, -0.3857, -0.3656, -0.2908, -0.3519, -0.3815, -0.4362, -0.4668, -0.4268, -0.4289, -0.3656, -0.3224, -0.2308, -0.2508, -0.2571, -0.2571, -0.2835, -0.3235, -0.3151, -0.2961, -0.2961, -0.1739, -0.1359, -0.1939, -0.2329, -0.2824, -0.2687, -0.2403, -0.1718, -0.1718, -0.2192, -0.1391, -0.1391, -0.1275, -0.176, -0.118, -0.1043, -0.1423, -0.039, 0.0, -0.0643, -0.1222, -0.0875, -0.0421, -0.1855, -0.2339, -0.1286, -0.1949, -0.2086, -0.2782, -0.3456, -0.3551, -0.3551, -0.3214, -0.3193, -0.3351, -0.3456, -0.3372, -0.2529, -0.2392, -0.2318, -0.3509, -0.2792, -0.314, -0.2518, -0.2824, -0.2919, -0.2455, -0.1591, -0.1423, -0.1844, -0.197, -0.1865, -0.1791, -0.2276, -0.1876, -0.3045, -0.2792, -0.3035, -0.2961, -0.3383, -0.393, -0.4078, -0.5374, -0.5279, -0.5585, -0.5585, -0.5732, -0.5859, -0.5606, -0.5595, -0.5058, -0.4615, -0.4879, -0.4373, -0.4742, -0.47, -0.4752, -0.4636, -0.432, -0.432, -0.4426, -0.4405, -0.4837, -0.4847, -0.4942, -0.4573, -0.4626, -0.4373, -0.4447, -0.4573, -0.3509, -0.3635, -0.3836, -0.4089, -0.3962, -0.4025, -0.2624, -0.275, -0.0832, -0.0811, -0.1486, -0.1486, 0.1012, 0.1549, 0.1401, 0.1128, 0.0969, 0.2687, 0.2118, 0.2287, -0.0063, -0.0379, -0.1085, -0.1855, -0.1075, -0.1043, -0.0601, -0.0906, -0.0474, -0.0148, -0.0148, 0.0959, -0.0263, -0.1012, -0.1043, -0.1349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2061780847385006430", "ticker_idx": 0, "ts": "2026-06-02T12:03:54+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The design-ins keep landing across industries. The thesis is that Ouster becomes the input the best foundation models standardize on.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST: Rev8 lidar gaining design-wins across autonomous vehicles, robotics, lunar, and industrial AI; thesis is industry standardization on Ouster's sensor architecture.", "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": "$OUST expanding its FieldAI partnership today, moving FieldAI up to Rev8, Ouster's highest-spec native color lidar.\n\nFieldAI was already an Ouster lidar customer. This is an existing customer upgrading to the top sensor as it scales into safety-critical work.\n\nMore on FieldAI:\nFieldAI doesn't build robots. It builds the \"brain\" - Field Foundation Models that let a robot enter an unmapped, GPS-denied site with no prior route and operate.\n\nThat kind of model company is sensor-agnostic by design. When one deepens its dependence on a single lidar instead of hedging vendors, it's a signal about which input the model layer trusts.\n\nFieldAI is backed by $NVDA's venture arm, with roots in $GOOGL DeepMind and NASA JPL. Over $400M raised. \nIt's scaling into construction, mining, energy, manufacturing, security, and government.\n\nNow widen the frame on Rev8 in the last month:\n\n$NVDA DRIVE Hyperion qualified Rev8 for autonomous vehicles.\n\n$NVDA Jetson integrated Rev8 for robotics and edge AI.\n\nNASA selected Ouster's lidar for the Astrolab FLIP rover headed to the lunar south pole.\n\nAnd today, general-purpose industrial robots via FieldAI.\n\nOne sensor architecture across cars, robots, the Moon, and frontier physical AI. This is all inside the same $NVDA -centric ecosystem.\n\nThe design-ins keep landing across industries. 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{"unit_id": "orig:2016412135518089656", "ticker_idx": 0, "ts": "2026-01-28T07:24:50+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I called $10 this week, will it prove me right?", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TE targeting $10 this week as price breaks ATH and continues higher overnight.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE ATH SMASHED!!!\n\nWe continue to push up in the overnight’s market.\n\nI called $10 this week, will it prove me right? https://t.co/YKumzji3no", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03898839773264684, "ret_signed_m1d": -0.03898839773264684, "alpha_spy_m1d": -0.039089072447349604, "alpha_c_m1d": -0.044593404773833445, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.005605007041186605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06427815293881434, "ret_signed_p1d": -0.06427815293881434, "alpha_spy_p1d": -0.06229377578398054, "alpha_c_p1d": -0.0747569938199566, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.01047884088114226, "ret_p1w": -0.18545835558405976, "ret_signed_p1w": -0.18545835558405976, "alpha_spy_p1w": -0.17218588118927491, "alpha_c_p1w": -0.21744316467580227, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.031984809091742505, "ret_p1m": -0.2318229570416439, "ret_signed_p1m": -0.2318229570416439, "alpha_spy_p1m": -0.22302252229628516, "alpha_c_p1m": -0.308342980057152, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": 0.07652002301550809, "ret_p3m": -0.44046363847763426, "ret_signed_p3m": -0.44046363847763426, "alpha_spy_p3m": -0.471672358866717, "alpha_c_p3m": -0.49440981033641884, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.053946171858784586, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.18545835558405976, "alpha_spy_stated": -0.17218588118927491, "alpha_c_stated": -0.21744316467580227, "price_path": [-0.608, -0.6396, -0.6122, -0.569, -0.6122, -0.5985, -0.5258, -0.5353, -0.5943, -0.6322, -0.6459, -0.6649, -0.6776, -0.6955, -0.7134, -0.7134, -0.6691, -0.6533, -0.5954, -0.5954, -0.5659, -0.529, -0.5005, -0.5237, -0.4615, -0.3857, -0.3656, -0.2908, -0.3519, -0.3815, -0.4362, -0.4668, -0.4268, -0.4289, -0.3656, -0.3224, -0.2308, -0.2508, -0.2571, -0.2571, -0.2835, -0.3235, -0.3151, -0.2961, -0.2961, -0.1739, -0.1359, -0.1939, -0.2329, -0.2824, -0.2687, -0.2403, -0.1718, -0.1718, -0.2192, -0.1391, -0.1391, -0.1275, -0.176, -0.118, -0.1043, -0.1423, -0.039, 0.0, -0.0643, -0.1222, -0.0875, -0.0421, -0.1855, -0.2339, -0.1286, -0.1949, -0.2086, -0.2782, -0.3456, -0.3551, -0.3551, -0.3214, -0.3193, -0.3351, -0.3456, -0.3372, -0.2529, -0.2392, -0.2318, -0.3509, -0.2792, -0.314, -0.2518, -0.2824, -0.2919, -0.2455, -0.1591, -0.1423, -0.1844, -0.197, -0.1865, -0.1791, -0.2276, -0.1876, -0.3045, -0.2792, -0.3035, -0.2961, -0.3383, -0.393, -0.4078, -0.5374, -0.5279, -0.5585, -0.5585, -0.5732, -0.5859, -0.5606, -0.5595, -0.5058, -0.4615, -0.4879, -0.4373, -0.4742, -0.47, -0.4752, -0.4636, -0.432, -0.432, -0.4426, -0.4405, -0.4837, -0.4847, -0.4942, -0.4573, -0.4626, -0.4373, -0.4447, -0.4573, -0.3509, -0.3635, -0.3836, -0.4089, -0.3962, -0.4025, -0.2624, -0.275, -0.0832, -0.0811, -0.1486, -0.1486, 0.1012, 0.1549, 0.1401, 0.1128, 0.0969, 0.2687, 0.2118, 0.2287, -0.0063, -0.0379, -0.1085, -0.1855, -0.1075, -0.1043, -0.0601, -0.0906, -0.0474, -0.0148, -0.0148, 0.0959, -0.0263, -0.1012, -0.1043, -0.1349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058646735577079854", "ticker_idx": 0, "ts": "2026-05-24T20:30:04+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST is already positioned. LiDAR will encompass all areas of robotics.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST as a positioned beneficiary of humanoid/robotics growth via LiDAR.", "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": "$OUST is already positioned. LiDAR will encompass all areas of robotics. https://t.co/SSzgDMOHmM", "reply_text": null, "parent_text": null, "quoted_text": "Humanoid market could be $200B by 2035 (Barclays)\n\nExponential growth.\n\nCurrent humanoid market = ~$3B\n2035 base case = $40B\n2035 upside scenario = $200B\n\nMS assign a $5T TAM by 2050 also.\n\nPhysical AI will be the next major investing theme.\n\nAfter the current software-driven AI https://t.co/YNMssKvfJh", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021647990373396894", "ticker_idx": 0, "ts": "2026-02-11T18:10:15+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "here's why I still hold despite the CAO concerns", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding TE despite management transparency concerns; thesis on US domestic solar manufacturing at scale intact, analyst target $10.50 vs ~$6.60.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "To be clear on $TE - here's why I still hold despite the CAO concerns:\n\n• G1_Dallas fully ramped, producing modules NOW\n• G2_Austin construction started - 2.1 GW Phase 1\n• $160M in 45X tax credits already monetised\n• 900 MW supply deal with Treaty Oak signed\n• Analyst target $10.50 vs current ~$6.60\n\nThe thesis is US domestic solar manufacturing at scale. That hasn't changed.\n\nWhat changed is my confidence in management transparency. And that matters.\n\nBoth things can be true. 📊\n\nI AM NOT A BEAR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09635041364057795, "ret_signed_m1d": 0.09635041364057795, "alpha_spy_m1d": 0.09611923806711942, "alpha_c_m1d": 0.10166960317678841, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.005319189536210467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09343063874391766, "ret_signed_p1d": -0.09343063874391766, "alpha_spy_p1d": -0.07798177904603143, "alpha_c_p1d": -0.08147678476829967, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01195385397561799, "ret_p1w": -0.05693428787084265, "ret_signed_p1w": -0.05693428787084265, "alpha_spy_p1w": -0.04874010251733596, "alpha_c_p1w": -0.05807815620403478, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": 0.0011438683331921329, "ret_p1m": 0.12992698961699256, "ret_signed_p1m": 0.12992698961699256, "alpha_spy_p1m": 0.1673569486057187, "alpha_c_p1m": 0.184834248811784, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.05490725919479145, "ret_p3m": -0.11824816847541098, "ret_signed_p3m": -0.11824816847541098, "alpha_spy_p3m": -0.18958033124039508, "alpha_c_p3m": -0.12220512119543214, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.003956952720021167, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12992698961699256, "alpha_spy_stated": 0.1673569486057187, "alpha_c_stated": 0.184834248811784, "price_path": [-0.5095, -0.5358, -0.5533, -0.5781, -0.6029, -0.6029, -0.5416, -0.5197, -0.4394, -0.4394, -0.3985, -0.3474, -0.308, -0.3401, -0.254, -0.1489, -0.1212, -0.0175, -0.1022, -0.1431, -0.219, -0.2613, -0.2058, -0.2088, -0.1212, -0.0613, 0.0657, 0.038, 0.0292, 0.0292, -0.0073, -0.0628, -0.0511, -0.0248, -0.0248, 0.1445, 0.1971, 0.1168, 0.0628, -0.0058, 0.0131, 0.0526, 0.1474, 0.1474, 0.0818, 0.1927, 0.1927, 0.2088, 0.1416, 0.2219, 0.2409, 0.1883, 0.3314, 0.3854, 0.2964, 0.2161, 0.2642, 0.327, 0.1285, 0.0613, 0.2073, 0.1153, 0.0964, 0.0, -0.0934, -0.1066, -0.1066, -0.0599, -0.0569, -0.0788, -0.0934, -0.0818, 0.035, 0.054, 0.0642, -0.1007, -0.0015, -0.0496, 0.0365, -0.0058, -0.019, 0.0453, 0.165, 0.1883, 0.1299, 0.1124, 0.127, 0.1372, 0.0701, 0.1255, -0.0365, -0.0015, -0.035, -0.0248, -0.0832, -0.1591, -0.1796, -0.3591, -0.346, -0.3883, -0.3883, -0.4088, -0.4263, -0.3912, -0.3898, -0.3153, -0.254, -0.2905, -0.2204, -0.2715, -0.2657, -0.273, -0.2569, -0.2131, -0.2131, -0.2277, -0.2248, -0.2847, -0.2861, -0.2993, -0.2482, -0.2555, -0.2204, -0.2307, -0.2482, -0.1007, -0.1182, -0.146, -0.181, -0.1635, -0.1723, 0.0219, 0.0044, 0.2701, 0.273, 0.1796, 0.1796, 0.5255, 0.6, 0.5796, 0.5416, 0.5197, 0.7577, 0.6788, 0.7022, 0.3766, 0.3328, 0.235, 0.1285, 0.2365, 0.2409, 0.3022, 0.2599, 0.3197, 0.365, 0.365, 0.5182, 0.3489, 0.2453, 0.2409, 0.1985, null, null, null, null, null, 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:2060250077285814637", "ticker_idx": 0, "ts": "2026-05-29T06:41:10+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "$OUST Buy, PT $75 by Roth\n\nWhy so bearish? 😉", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastically calls $75 PT bearish, endorsing bullish Roth/MKM Buy initiation on Ouster.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST Buy, PT $75 by Roth\n\nWhy so bearish? 😉", "reply_text": null, "parent_text": null, "quoted_text": "Roth/MKM Initiates $OUST at Buy, PT $75\n\nAnalyst comments: \"We believe Ouster is poised to outgrow the broader sensor market with advanced lidar and stereoscopic camera offerings that enable an AI-compute/software-based perception platform. We expect firm pricing and revenue", "parent_author": null, "ret_m1d": -0.08078170396606754, "ret_signed_m1d": -0.08078170396606754, "alpha_spy_m1d": -0.07829649083455181, "alpha_c_m1d": -0.05895150192633203, "bench_spy_m1d": -0.002485213131515729, "bench_c_m1d": -0.021830202039735513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02432136700196519, "ret_signed_p1d": -0.02432136700196519, "alpha_spy_p1d": -0.027044480462869003, "alpha_c_p1d": -0.049135467188324955, "bench_spy_p1d": 0.0027231134609038143, "bench_c_p1d": 0.024814100186359767, "ret_p1w": -0.13832788354876369, "ret_signed_p1w": -0.13832788354876369, "alpha_spy_p1w": -0.11330410160492144, "alpha_c_p1w": -0.08220804520870362, "bench_spy_p1w": -0.02502378194384225, "bench_c_p1w": -0.05611983834006007, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, -0.0243, -0.0004, -0.0454, 0.0226, -0.1383, -0.1123, -0.1635, -0.1663, -0.1398, -0.1357, -0.0189, -0.0721, -0.1157, 0.0113, 0.0113, 0.0354, -0.0193, -0.116, -0.0919, -0.0875, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023517746965700717", "ticker_idx": 0, "ts": "2026-02-16T22:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mine is $ONDS - I just published the full thesis on why.", "tweet_type": "prediction", "timeline": "months", "summary": "Highest-conviction small-cap into March is ONDS; full thesis published.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Markets closed today. Perfect time to ask:\n\nWhat's your highest conviction small-cap heading into March?\n\nMine is $ONDS - I just published the full thesis on why.\n\nDrop yours below. \n\nI'll give you my honest take on every single one.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2062126029120881028", "ticker_idx": 0, "ts": "2026-06-03T10:55:32+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$VELO a name I'm warming to a lot rn", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Warming to VELO; finds BRUN an interesting play while skeptical on NUAI.", "resolved_tickers": ["VELO"], "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": "reply_other", "lang": "en", "tweet_text": "@moninvestor $VELO a name I'm warming to a lot rn.\n\nNot completely sure on $NUAI, I think $BRUN is an interesting play though.", "reply_text": null, "parent_text": "My favourite stocks in each sector right now:\n\nNuclear: $SMR\nRobotics: $OUST\nRare Earth: $UAMY\nCopper: $COPX ETF\nMemory: $DRAM ETF\nSpace: $SATL &amp; $VELO\nSolar: $CSIQ, $TE &amp; $ENPH\nDrones: $ONDS &amp; $KRKNF (UUVs)\nNeoclouds: $IREN, $NUAI &amp; $KEEL\nHealth/Bio Tech: $HIMS, $IBRX, $PRME", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.12850578643454003, "ret_signed_m1d": 0.12850578643454003, "alpha_spy_m1d": 0.12143901529251933, "alpha_c_m1d": 0.11841548772797261, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.010090298706567413, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03977565845835662, "ret_signed_p1d": -0.03977565845835662, "alpha_spy_p1d": -0.043554344220495755, "alpha_c_p1d": -0.024181737394655678, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.015593921063700944, "ret_p1w": 0.15655275875940844, "ret_signed_p1w": 0.15655275875940844, "alpha_spy_p1w": 0.19475014026607007, "alpha_c_p1w": 0.2564354896329525, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.09988273087354405, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3825, -0.3774, -0.3682, -0.2871, -0.2086, -0.281, -0.258, -0.2183, -0.2845, -0.3565, -0.4026, -0.3264, -0.3106, -0.4579, -0.4901, -0.5411, -0.5589, -0.5212, -0.5099, -0.3942, -0.3942, -0.4842, -0.5122, -0.4615, -0.4416, -0.4875, -0.412, -0.4442, -0.4243, -0.4136, -0.4258, -0.4049, -0.2198, -0.2371, -0.1448, -0.1147, -0.2693, -0.3055, -0.3427, -0.2858, -0.3111, -0.3437, -0.3167, -0.3075, -0.3763, -0.3136, -0.2621, -0.283, 0.0714, 0.0117, -0.052, -0.05, -0.1336, -0.0561, 0.0367, 0.1759, 0.1759, 0.2789, 0.3157, 0.3111, 0.2244, 0.0969, 0.1285, 0.0, -0.0398, -0.1917, -0.1724, -0.0092, 0.1566, 0.5609, 0.3004, 0.1775, 0.2769, 0.3034, 0.5227, 0.5227, 0.2397, 0.0535, -0.0796, -0.1137, -0.1515, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062126029120881028", "ticker_idx": 1, "ts": "2026-06-03T10:55:32+00:00", "symbol": "BRUN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BRUN is an interesting play though", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Warming to VELO; finds BRUN an interesting play while skeptical on NUAI.", "resolved_tickers": ["BRUN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor $VELO a name I'm warming to a lot rn.\n\nNot completely sure on $NUAI, I think $BRUN is an interesting play though.", "reply_text": null, "parent_text": "My favourite stocks in each sector right now:\n\nNuclear: $SMR\nRobotics: $OUST\nRare Earth: $UAMY\nCopper: $COPX ETF\nMemory: $DRAM ETF\nSpace: $SATL &amp; $VELO\nSolar: $CSIQ, $TE &amp; $ENPH\nDrones: $ONDS &amp; $KRKNF (UUVs)\nNeoclouds: $IREN, $NUAI &amp; $KEEL\nHealth/Bio Tech: $HIMS, $IBRX, $PRME", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.03569545538375951, "ret_signed_m1d": -0.03569545538375951, "alpha_spy_m1d": -0.04276222652578021, "alpha_c_m1d": -0.04276222652578021, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0070667711420207, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.056430388380251495, "ret_signed_p1d": -0.056430388380251495, "alpha_spy_p1d": -0.06020907414239063, "alpha_c_p1d": -0.06020907414239063, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.0037786857621391334, "ret_p1w": -0.21286086687146555, "ret_signed_p1w": -0.21286086687146555, "alpha_spy_p1w": -0.17466348536480392, "alpha_c_p1w": -0.17466348536480392, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.03819738150666163, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7205, -0.7207, -0.7194, -0.7202, -0.7173, -0.7152, -0.7139, -0.7157, -0.7108, -0.7113, -0.7118, -0.7094, -0.7089, -0.7097, -0.715, -0.7181, -0.7197, -0.7205, -0.7192, -0.7199, -0.7199, -0.7185, -0.7199, -0.7197, -0.7207, -0.7013, -0.6777, -0.6601, -0.6459, -0.6417, -0.6273, -0.6283, -0.6601, -0.6236, -0.6063, -0.5567, -0.5664, -0.5709, -0.5541, -0.5444, -0.5304, -0.5081, -0.5008, -0.4543, -0.5105, -0.5058, -0.4496, -0.5165, -0.4488, -0.3165, -0.2231, -0.3236, -0.3465, -0.3572, -0.3302, -0.3696, -0.3696, -0.2538, -0.2289, -0.1362, -0.1063, 0.0289, -0.0357, 0.0, -0.0564, -0.2352, -0.2223, -0.2349, -0.2129, -0.2063, -0.1885, -0.0168, -0.0572, -0.0751, -0.0367, -0.0367, -0.089, -0.0843, -0.1008, -0.0963, -0.1016, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070074432781955095", "ticker_idx": 0, "ts": "2026-06-25T09:19:39+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think this is the biggest disconnect in the markets as of now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long INFQ over QNT: INFQ has better fundamentals (2x revenue, lower losses, NASA contracts) but was repriced down on rotation while QNT was lifted by brand/hype.", "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": "quote", "lang": "en", "tweet_text": "Since $QNT's IPO three weeks ago:\n$QNT: +22% from its $60 IPO price\n$INFQ: -17%\n\nBoth are pre-commercial quantum companies. $INFQ has 2x the TTM revenue. A net loss one-fifth the size. And 2026 guidance of $40M.\n\nThe market repriced $QNT on Honeywell brand and IPO hype. It repriced $INFQ down on rotation.\n\nMeanwhile $INFQ has hardware on the ISS and $20M in NASA contracts. The disconnect is not subtle and I think this is the biggest in the markets as of now.\n\n$INFQ $QNT", "reply_text": null, "parent_text": null, "quoted_text": "Honeywell's Quantinuum $QNT upsized its IPO after being oversubscribed by 20x and is set to debut on Nasdaq this week at a valuation of up to $14.3B.\n\nThat's 460x sales on $30.9M of 2025 revenue - for a company that lost $192.6M last year.\n\nThe deal was lifted from $1.05B to https://t.co/3uYeyeCSFW", "parent_author": null, "ret_m1d": 0.10242380168286602, "ret_signed_m1d": 0.10242380168286602, "alpha_spy_m1d": 0.10386735006392989, "alpha_c_m1d": 0.10386735006392989, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.0014435483810638639, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0656763217430214, "ret_signed_p1d": 0.0656763217430214, "alpha_spy_p1d": 0.07290769535989106, "alpha_c_p1d": 0.07290769535989106, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.007231373616869652, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3026, -0.233, -0.2643, -0.1736, -0.1736, -0.183, -0.215, -0.1149, -0.0704, -0.0156, -0.0156, 0.104, 0.1728, 0.2174, 0.362, 0.251, 0.1736, 0.1611, 0.0915, 0.0375, 0.0399, -0.0133, -0.0571, -0.0704, -0.0297, -0.0399, -0.0539, 0.0594, -0.0532, -0.0524, 0.0039, 0.0242, 0.0391, 0.0923, -0.0274, -0.111, -0.1689, -0.1259, 0.1493, 0.2783, 0.2783, 0.2416, 0.2088, 0.3894, 0.2682, 0.3831, 0.5536, 0.3612, 0.3253, 0.1384, 0.1579, 0.0719, 0.0618, 0.104, 0.0493, 0.1587, 0.0461, 0.043, 0.0579, 0.0579, 0.111, 0.2478, 0.1024, 0.0, 0.0657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058837741484319149", "ticker_idx": 2, "ts": "2026-05-25T09:09:03+00:00", "symbol": "Wonik IPS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Benefiting directly from increased AI memory demands, Meritz projects strong, sustained operating profits in the coming years. Major institutional funds (including Vanguard) are heavily invested.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish on three Korean HBM suppliers (Hanmi, KCTech, Wonik IPS) as critical monopoly/sole-domestic-manufacturer backbone of HBM ramp; also bullish MU on near-vertical earnings trajectory through mid-2027.", "resolved_tickers": ["240810.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "Wonik IPS is KOSDAQ-listed (240810.KQ), not KOSPI", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "SK Hynix: $9B → $74B operating income.\nSamsung: $6B → $57B.\n$MU : $4B → $36B.\n\nAll three are in a near-vertical earnings ramp from Q1 2026 through Q2 2027.\nQ1 2026 was the inflection - SK Hynix hit $38B, Samsung $16B, $MU $16B in a single quarter.\n\nThree Korean micro-cap suppliers form the critical backbone of HBM production, controlling high-precision thermal compression, slurry polishing, and chemical vapor deposition.  $IBKR \n\n1. Hanmi Semiconductor (KRX: 042700)\nThe Role: Controls a near-monopoly in the manufacture of Thermal Compression (TC) Bonders, the machines required to physically stack memory dies in high-bandwidth memory.\n\nThe Catalyst: With an estimated 70% global market share in this process, they are a critical bottleneck. Following massive orders from SK Hynix, Hanmi is actively testing Wide TC Bonders for the upcoming HBM5 and HBM6 generations.\n\nValuation: Market cap sits around ₩30.4 trillion, trading on the KRX. \n\n2. KCTech (KRX: 281820)\nThe Role: Korea's sole domestic manufacturer of Chemical Mechanical Polishing (CMP) systems and the CMP slurry required to polish chips.\n\nThe Catalyst: Anchor clients include both Samsung and SK Hynix. Net income surged 270% in a previous high-yield quarter, showcasing rapid margin expansion driven by the AI server boom.\n\nValuation: Market cap is approximately ₩1.4 trillion. \n\n3. Wonik IPS (KOSDAQ: 240810)\nThe Role: Provides the Atomic Layer Deposition (ALD) and Chemical Vapor Deposition (CVD) equipment used to build nanometre-thin layers in every HBM die.\n\nThe Catalyst: Benefiting directly from increased AI memory demands, Meritz projects strong, sustained operating profits in the coming years. Major institutional funds (including Vanguard) are heavily invested.\n\nValuation: Market cap has soared to roughly ₩5.9 trillion.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0024590163934425924, "ret_signed_m1d": -0.0024590163934425924, "alpha_spy_m1d": 0.004135844045522918, "alpha_c_m1d": 0.04042138799106576, "bench_spy_m1d": -0.006594860438965511, "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": -0.07950819672131149, "ret_signed_p1d": -0.07950819672131149, "alpha_spy_p1d": -0.07933495455656547, "alpha_c_p1d": -0.0684808368267622, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": -0.19754098360655736, "ret_signed_p1w": -0.19754098360655736, "alpha_spy_p1w": -0.20950488368960762, "alpha_c_p1w": -0.24747954705143194, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.2344262295081967, "ret_signed_p1m": 0.2344262295081967, "alpha_spy_p1m": 0.25502476365936344, "alpha_c_p1m": 0.2065590095037002, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0369, 0.0295, 0.0295, 0.0123, -0.1189, 0.0885, 0.1295, 0.0189, 0.032, -0.0164, 0.0123, -0.0246, -0.0074, -0.0279, 0.0205, -0.009, 0.0246, -0.0475, 0.1041, 0.0689, -0.0041, -0.0041, -0.0721, -0.1139, -0.041, -0.1041, -0.0697, -0.0803, -0.0648, -0.0049, -0.032, 0.0008, -0.0107, 0.0, 0.0049, -0.009, -0.0066, 0.0033, 0.0156, -0.0238, -0.0721, -0.0484, -0.0041, -0.0074, -0.0098, -0.0402, -0.0402, 0.0041, 0.0041, 0.0574, 0.0893, 0.0893, 0.1607, 0.0246, 0.0754, 0.0443, -0.0598, -0.0484, -0.0738, -0.0828, 0.027, -0.0025, -0.0025, 0.0, -0.0795, -0.1123, -0.1311, -0.1582, -0.1975, -0.1975, 0.0426, 0.0877, -0.1402, -0.0238, -0.0434, 0.1557, 0.5025, 0.4303, 0.2795, 0.3254, 0.3377, 0.2787, 0.4139, 0.2303, 0.2344, 0.268, 0.3426, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058837741484319149", "ticker_idx": 3, "ts": "2026-05-25T09:09:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU : $4B → $36B. All three are in a near-vertical earnings ramp from Q1 2026 through Q2 2027.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish on three Korean HBM suppliers (Hanmi, KCTech, Wonik IPS) as critical monopoly/sole-domestic-manufacturer backbone of HBM ramp; also bullish MU on near-vertical earnings trajectory through mid-2027.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "SK Hynix: $9B → $74B operating income.\nSamsung: $6B → $57B.\n$MU : $4B → $36B.\n\nAll three are in a near-vertical earnings ramp from Q1 2026 through Q2 2027.\nQ1 2026 was the inflection - SK Hynix hit $38B, Samsung $16B, $MU $16B in a single quarter.\n\nThree Korean micro-cap suppliers form the critical backbone of HBM production, controlling high-precision thermal compression, slurry polishing, and chemical vapor deposition.  $IBKR \n\n1. Hanmi Semiconductor (KRX: 042700)\nThe Role: Controls a near-monopoly in the manufacture of Thermal Compression (TC) Bonders, the machines required to physically stack memory dies in high-bandwidth memory.\n\nThe Catalyst: With an estimated 70% global market share in this process, they are a critical bottleneck. Following massive orders from SK Hynix, Hanmi is actively testing Wide TC Bonders for the upcoming HBM5 and HBM6 generations.\n\nValuation: Market cap sits around ₩30.4 trillion, trading on the KRX. \n\n2. KCTech (KRX: 281820)\nThe Role: Korea's sole domestic manufacturer of Chemical Mechanical Polishing (CMP) systems and the CMP slurry required to polish chips.\n\nThe Catalyst: Anchor clients include both Samsung and SK Hynix. Net income surged 270% in a previous high-yield quarter, showcasing rapid margin expansion driven by the AI server boom.\n\nValuation: Market cap is approximately ₩1.4 trillion. \n\n3. Wonik IPS (KOSDAQ: 240810)\nThe Role: Provides the Atomic Layer Deposition (ALD) and Chemical Vapor Deposition (CVD) equipment used to build nanometre-thin layers in every HBM die.\n\nThe Catalyst: Benefiting directly from increased AI memory demands, Meritz projects strong, sustained operating profits in the coming years. Major institutional funds (including Vanguard) are heavily invested.\n\nValuation: Market cap has soared to roughly ₩5.9 trillion.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16171809181271302, "ret_signed_m1d": -0.16171809181271302, "alpha_spy_m1d": -0.1551232313737475, "alpha_c_m1d": -0.11883768742820466, "bench_spy_m1d": -0.006594860438965511, "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": 0.03631063098229759, "ret_signed_p1d": 0.03631063098229759, "alpha_spy_p1d": 0.0364838731470436, "alpha_c_p1d": 0.04733799087684687, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1877706498485021, "ret_signed_p1w": 0.1877706498485021, "alpha_spy_p1w": 0.17580674976545185, "alpha_c_p1w": 0.13783208640362754, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.1703688039145126, "ret_signed_p1m": 0.1703688039145126, "alpha_spy_p1m": 0.19096733806567934, "alpha_c_p1m": 0.1425015839100161, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5363, -0.5399, -0.5396, -0.5764, -0.5528, -0.557, -0.5868, -0.5656, -0.5502, -0.5328, -0.5477, -0.5245, -0.5071, -0.4849, -0.4848, -0.5043, -0.5281, -0.5488, -0.5587, -0.5737, -0.6034, -0.6014, -0.6408, -0.6229, -0.5894, -0.5912, -0.5912, -0.5783, -0.5785, -0.546, -0.5295, -0.5305, -0.5239, -0.4802, -0.4907, -0.4896, -0.492, -0.4995, -0.4984, -0.4559, -0.4623, -0.4456, -0.4145, -0.4371, -0.4213, -0.4227, -0.3948, -0.3566, -0.2854, -0.2559, -0.2782, -0.1664, -0.1122, -0.1443, -0.103, -0.1338, -0.1911, -0.2393, -0.2201, -0.1829, -0.1493, -0.1617, -0.1617, 0.0, 0.0363, 0.0309, 0.0839, 0.1558, 0.1878, 0.205, 0.1118, -0.0356, 0.0596, 0.0447, -0.0045, 0.1116, 0.0957, 0.2144, 0.1394, 0.1644, 0.2658, 0.2658, 0.3522, 0.174, 0.1704, 0.3546, 0.2639, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014731635363573815", "ticker_idx": 0, "ts": "2026-01-23T16:07:08+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the market recognising a turnaround in real time", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TE: record weekly volume signals market recognition of a real-time turnaround.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Did you know?\n\nThis is the highest ever volume for $TE in a week.\n\nJust incredible. This is the market recognising a turnaround in real time. https://t.co/CVe3nauPTj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015294131110696219, "ret_signed_m1d": -0.015294131110696219, "alpha_spy_m1d": -0.014931527450829707, "alpha_c_m1d": -0.023088578732019416, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.007794447621323197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04235290078555831, "ret_signed_p1d": -0.04235290078555831, "alpha_spy_p1d": -0.04743113254743103, "alpha_c_p1d": -0.04332723008999495, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": 0.0009743293044366386, "ret_p1w": -0.020000008975758266, "ret_signed_p1w": -0.020000008975758266, "alpha_spy_p1w": -0.02397556238479359, "alpha_c_p1w": -0.027429141487345876, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.0074291325115876106, "ret_p1m": -0.2600000044878792, "ret_signed_p1m": -0.2600000044878792, "alpha_spy_p1m": -0.25007598833852884, "alpha_c_p1m": -0.3246083775363484, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.06460837304846923, "ret_p3m": -0.36588236864875345, "ret_signed_p3m": -0.36588236864875345, "alpha_spy_p3m": -0.40059127527363725, "alpha_c_p3m": -0.4103385367202316, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.04445616807147812, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2600000044878792, "alpha_spy_stated": -0.25007598833852884, "alpha_c_stated": -0.3246083775363484, "price_path": [-0.5647, -0.5765, -0.5718, -0.5624, -0.5976, -0.5671, -0.5188, -0.5671, -0.5518, -0.4706, -0.4812, -0.5471, -0.5894, -0.6047, -0.6259, -0.64, -0.66, -0.68, -0.68, -0.6306, -0.6129, -0.5482, -0.5482, -0.5153, -0.4741, -0.4424, -0.4682, -0.3988, -0.3141, -0.2918, -0.2082, -0.2765, -0.3094, -0.3706, -0.4047, -0.36, -0.3624, -0.2918, -0.2435, -0.1412, -0.1635, -0.1706, -0.1706, -0.2, -0.2447, -0.2353, -0.2141, -0.2141, -0.0776, -0.0353, -0.1, -0.1435, -0.1988, -0.1835, -0.1518, -0.0753, -0.0753, -0.1282, -0.0388, -0.0388, -0.0259, -0.08, -0.0153, 0.0, -0.0424, 0.0729, 0.1165, 0.0447, -0.02, 0.0188, 0.0694, -0.0906, -0.1447, -0.0271, -0.1012, -0.1165, -0.1941, -0.2694, -0.28, -0.28, -0.2424, -0.24, -0.2576, -0.2694, -0.26, -0.1659, -0.1506, -0.1424, -0.2753, -0.1953, -0.2341, -0.1647, -0.1988, -0.2094, -0.1576, -0.0612, -0.0424, -0.0894, -0.1035, -0.0918, -0.0835, -0.1376, -0.0929, -0.2235, -0.1953, -0.2224, -0.2141, -0.2612, -0.3224, -0.3388, -0.4835, -0.4729, -0.5071, -0.5071, -0.5235, -0.5376, -0.5094, -0.5082, -0.4482, -0.3988, -0.4282, -0.3718, -0.4129, -0.4082, -0.4141, -0.4012, -0.3659, -0.3659, -0.3776, -0.3753, -0.4235, -0.4247, -0.4353, -0.3941, -0.4, -0.3718, -0.38, -0.3941, -0.2753, -0.2894, -0.3118, -0.34, -0.3259, -0.3329, -0.1765, -0.1906, 0.0235, 0.0259, -0.0494, -0.0494, 0.2294, 0.2894, 0.2729, 0.2424, 0.2247, 0.4165, 0.3529, 0.3718, 0.1094, 0.0741, -0.0047, -0.0906, -0.0035, 0.0, 0.0494, 0.0153, 0.0635, 0.1, 0.1, 0.2235, 0.0871, 0.0035, 0.0, -0.0341, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1993599613807292908", "ticker_idx": 0, "ts": "2025-11-26T08:36:01+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR is my favourite", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AI players CIFR (favourite), wants to add more NBIS and IREN.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "I love these AI players.\n\n$CIFR is my favourite. But I want to add more $NBIS and $IREN!!!\n\nCan't make my mind up haha", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08511745134393378, "ret_signed_m1d": -0.08511745134393378, "alpha_spy_m1d": -0.078261201611038, "alpha_c_m1d": -0.07341823713606244, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.011699214207871345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.027154071442408778, "ret_signed_p1w": -0.027154071442408778, "alpha_spy_p1w": -0.0333481742147157, "alpha_c_p1w": -0.0490372086426083, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.02188313720019952, "ret_p1m": -0.15300262994995573, "ret_signed_p1m": -0.15300262994995573, "alpha_spy_p1m": -0.17174674007442092, "alpha_c_p1m": -0.1856469799272723, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.03264434997731658, "ret_p3m": -0.20522190233876803, "ret_signed_p3m": -0.20522190233876803, "alpha_spy_p3m": -0.2121757583103503, "alpha_c_p3m": -0.18295181795534743, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": -0.022270084383420596, "ret_p6m": 0.12375983741222085, "ret_signed_p6m": 0.12375983741222085, "alpha_spy_p6m": 0.02478828845372827, "alpha_c_p6m": -0.13843833784678217, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.262198175259003, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15300262994995573, "alpha_spy_stated": -0.17174674007442092, "alpha_c_stated": -0.1856469799272723, "price_path": [-0.601, -0.601, -0.5655, -0.5765, -0.6136, -0.6073, -0.5969, -0.5185, -0.4648, -0.4794, -0.4334, -0.4334, -0.399, -0.3535, -0.3812, -0.3587, -0.271, -0.2611, -0.2616, -0.3911, -0.401, -0.3394, -0.3426, -0.342, -0.2789, -0.2324, -0.199, -0.1775, -0.0809, -0.0606, -0.1138, 0.0621, 0.0909, 0.0982, -0.0225, -0.0204, 0.0397, -0.0561, -0.1587, -0.099, 0.0789, 0.0726, 0.0423, 0.023, -0.0042, -0.0261, 0.1885, 0.1755, 0.2903, 0.1337, 0.0804, 0.0261, -0.0251, -0.0924, -0.2204, -0.2501, -0.2507, -0.2386, -0.2366, -0.2397, -0.2611, -0.1274, -0.0851, 0.0, 0.0, 0.0627, 0.0282, -0.0789, -0.0272, 0.0355, 0.0068, 0.0172, 0.0214, -0.035, -0.0141, -0.1097, -0.2303, -0.2172, -0.2486, -0.2089, -0.1535, -0.1467, -0.1692, -0.153, -0.153, -0.2068, -0.2125, -0.2381, -0.2292, -0.2292, -0.154, -0.0517, -0.0841, -0.1603, -0.1358, -0.1316, -0.0768, -0.047, -0.0533, -0.0851, -0.0183, -0.0183, -0.0642, -0.0747, -0.0919, -0.0825, -0.1389, -0.0209, -0.0094, -0.0757, -0.1666, -0.1744, -0.1509, -0.2559, -0.3368, -0.2308, -0.1248, -0.107, -0.1499, -0.1593, -0.1426, -0.1426, -0.1833, -0.1948, -0.1749, -0.235, -0.2052, -0.106, -0.1326, -0.1394, -0.1854, -0.177, -0.2319, -0.1624, -0.2089, -0.2888, -0.2527, -0.271, -0.2632, -0.2841, -0.2648, -0.2094, -0.212, -0.2339, -0.2355, -0.2684, -0.2225, -0.223, -0.1708, -0.2507, -0.2822, -0.3726, -0.3279, -0.3399, -0.3305, -0.3305, -0.3029, -0.2684, -0.1948, -0.1457, -0.1368, -0.0726, -0.0366, -0.0601, -0.0945, 0.0115, 0.0073, -0.058, 0.0151, -0.024, -0.0496, -0.0517, -0.0987, -0.1164, -0.0736, -0.1102, -0.0658, 0.154, 0.1441, 0.0802, 0.0731, 0.059, 0.0475, 0.1091, 0.164, 0.0616, -0.0016, -0.0183, 0.0172, 0.1238]}
{"unit_id": "orig:1993599613807292908", "ticker_idx": 1, "ts": "2025-11-26T08:36:01+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I want to add more $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AI players CIFR (favourite), wants to add more NBIS and IREN.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "I love these AI players.\n\n$CIFR is my favourite. But I want to add more $NBIS and $IREN!!!\n\nCan't make my mind up haha", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06135816916451642, "ret_signed_m1d": -0.06135816916451642, "alpha_spy_m1d": -0.05450191943162064, "alpha_c_m1d": -0.059960319940812745, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.0013978492237036733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.04467204159337279, "ret_signed_p1w": 0.04467204159337279, "alpha_spy_p1w": 0.03847793882106587, "alpha_c_p1w": 0.0388184680987409, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.005853573494631892, "ret_p1m": -0.03759642091245263, "ret_signed_p1m": -0.03759642091245263, "alpha_spy_p1m": -0.05634053103691783, "alpha_c_p1m": -0.07265060261913092, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.03505418170667829, "ret_p3m": 0.06251978050806972, "ret_signed_p3m": 0.06251978050806972, "alpha_spy_p3m": 0.055565924536487454, "alpha_c_p3m": 0.05139388805334133, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.011125892454728392, "ret_p6m": 1.3226316084622867, "ret_signed_p6m": 1.3226316084622867, "alpha_spy_p6m": 1.223660059503794, "alpha_c_p6m": 1.301772359294906, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.02085924916738069, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03759642091245263, "alpha_spy_stated": -0.05634053103691783, "alpha_c_stated": -0.07265060261913092, "price_path": [-0.2785, -0.2785, -0.3059, -0.3067, -0.3145, -0.3086, -0.3235, 0.0109, -0.0137, -0.0581, -0.0452, -0.0394, -0.0555, -0.0064, -0.006, 0.0488, 0.1258, 0.1385, 0.1958, 0.1399, 0.1374, 0.164, 0.1857, 0.2209, 0.3293, 0.3516, 0.3195, 0.243, 0.2884, 0.4008, 0.3685, 0.4306, 0.3534, 0.3289, 0.2994, 0.198, 0.1511, 0.1013, 0.0415, 0.1211, 0.2384, 0.3246, 0.2866, 0.3212, 0.3114, 0.3816, 0.2723, 0.1674, 0.2356, 0.1558, 0.1752, 0.1612, 0.0795, -0.0035, -0.064, -0.1178, -0.092, -0.0438, 0.004, -0.1061, -0.1207, -0.0295, -0.0614, 0.0, 0.0, 0.0019, 0.0577, 0.0186, 0.0447, 0.0856, 0.0354, 0.0596, 0.0182, -0.0116, -0.0043, -0.0739, -0.1431, -0.1451, -0.2032, -0.1753, -0.0552, -0.0154, -0.0492, -0.0376, -0.0376, -0.075, -0.0914, -0.1005, -0.116, -0.116, -0.0501, -0.0196, 0.0586, 0.0161, 0.0276, 0.0342, 0.1335, 0.1134, 0.077, 0.0971, 0.1483, 0.1483, 0.0486, 0.0441, 0.0228, -0.002, -0.0341, 0.0336, 0.0606, 0.0023, -0.1003, -0.069, -0.0501, -0.1299, -0.2199, -0.0907, -0.0191, -0.0306, -0.0642, -0.0524, 0.0351, 0.0351, 0.0299, 0.0751, 0.1364, 0.0341, 0.0625, 0.0833, 0.1207, 0.1076, -0.037, -0.0389, -0.0833, 0.0326, 0.0101, -0.0566, 0.0026, 0.0184, 0.1828, 0.141, 0.1928, 0.3713, 0.2285, 0.2521, 0.2833, 0.2422, 0.2055, 0.2135, 0.2154, 0.1191, 0.0647, -0.0257, 0.0958, 0.0767, 0.1492, 0.1492, 0.1885, 0.2398, 0.3201, 0.4398, 0.531, 0.6323, 0.7102, 0.7612, 0.7461, 0.6595, 0.6809, 0.6533, 0.649, 0.6589, 0.5541, 0.5309, 0.4311, 0.4911, 0.4598, 0.6315, 0.8631, 0.8579, 1.0603, 0.9513, 0.8698, 0.9654, 0.8915, 1.1889, 1.3355, 1.3227, 1.1107, 1.0882, 1.0258, 1.3226]}
{"unit_id": "orig:1993599613807292908", "ticker_idx": 2, "ts": "2025-11-26T08:36:01+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I want to add more $NBIS and $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AI players CIFR (favourite), wants to add more NBIS and IREN.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "I love these AI players.\n\n$CIFR is my favourite. But I want to add more $NBIS and $IREN!!!\n\nCan't make my mind up haha", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02022702841701407, "ret_signed_m1d": -0.02022702841701407, "alpha_spy_m1d": -0.01337077868411829, "alpha_c_m1d": -0.012483947268088547, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.007743081148925524, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.09267289180109373, "ret_signed_p1w": -0.09267289180109373, "alpha_spy_p1w": -0.09886699457340065, "alpha_c_p1w": -0.10400435990339707, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.011331468102303344, "ret_p1m": -0.13353975477441438, "ret_signed_p1m": -0.13353975477441438, "alpha_spy_p1m": -0.15228386489887957, "alpha_c_p1m": -0.18972070007435593, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.056180945299941554, "ret_p3m": -0.12569659559729618, "ret_signed_p3m": -0.12569659559729618, "alpha_spy_p3m": -0.13265045156887845, "alpha_c_p3m": -0.08711871952801387, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": -0.03857787606928231, "ret_p6m": 0.19834882268366183, "ret_signed_p6m": 0.19834882268366183, "alpha_spy_p6m": 0.09937727372516925, "alpha_c_p6m": 0.21293542714744051, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": -0.014586604463778685, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13353975477441438, "alpha_spy_stated": -0.15228386489887957, "alpha_c_stated": -0.18972070007435593, "price_path": [-0.4535, -0.4535, -0.3992, -0.4178, -0.4607, -0.4603, -0.4594, -0.3769, -0.3059, -0.322, -0.2991, -0.2334, -0.2477, -0.2178, -0.2504, -0.2025, -0.1352, -0.1379, -0.027, -0.0446, -0.136, -0.052, -0.0314, -0.0283, -0.0295, 0.0415, 0.192, 0.2731, 0.2402, 0.3179, 0.2336, 0.3238, 0.4357, 0.4031, 0.2762, 0.2533, 0.2223, 0.1392, 0.0698, 0.1529, 0.2982, 0.3414, 0.2883, 0.2471, 0.2017, 0.2539, 0.3983, 0.3752, 0.5771, 0.382, 0.2875, 0.2419, 0.1843, 0.1496, 0.0041, -0.0429, -0.0215, 0.0083, -0.0541, -0.1028, -0.1278, 0.0008, -0.0202, 0.0, 0.0, -0.0132, 0.0008, -0.1513, -0.0927, -0.0413, -0.0772, -0.0436, -0.0332, -0.0935, -0.0931, -0.1717, -0.2677, -0.2448, -0.3028, -0.2611, -0.1761, -0.1323, -0.1317, -0.1335, -0.1335, -0.1682, -0.1866, -0.2095, -0.2204, -0.2204, -0.1187, -0.0043, -0.0524, -0.0996, -0.0572, -0.0499, 0.0388, 0.0937, 0.0914, 0.071, 0.1934, 0.1934, 0.1199, 0.1038, 0.0786, 0.1699, 0.0807, 0.2382, 0.2991, 0.2351, 0.1092, 0.0956, 0.1226, -0.0724, -0.1787, -0.1366, -0.0475, -0.1139, -0.1193, -0.1738, -0.1286, -0.1286, -0.1544, -0.1315, -0.1065, -0.1748, -0.1257, -0.0619, -0.0912, -0.0869, -0.1548, -0.1457, -0.1981, -0.0951, -0.1718, -0.2425, -0.1983, -0.2132, -0.1335, -0.1461, -0.1418, -0.0724, -0.1133, -0.1288, -0.1401, -0.1478, -0.1298, -0.1513, -0.1449, -0.227, -0.2757, -0.3474, -0.2925, -0.2964, -0.2824, -0.2824, -0.2749, -0.2623, -0.2398, -0.2351, -0.1884, -0.111, -0.0223, 0.0076, -0.0155, -0.0068, 0.0056, -0.0677, -0.0012, 0.0737, 0.0452, -0.0019, -0.0828, -0.1154, -0.0607, -0.0576, 0.0213, 0.1298, 0.2586, 0.1734, 0.2632, 0.1383, 0.1674, 0.1387, 0.2054, 0.0927, 0.0415, -0.0147, 0.0879, 0.1983]}
{"unit_id": "orig:2015506403012620619", "ticker_idx": 0, "ts": "2026-01-25T19:25:47+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "current cycle favors U.S. manufacturers like TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tariffs pose low risk to TE; U.S.-centric solar manufacturing strategy is insulated and benefits from domestic supply chain acceleration.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Will Tariffs impact the $TE thesis?\n\nNo.\n\nRisk Assessment:\n\nLow danger overall. TE’s U.S.-centric strategy insulates it; tariffs align with its growth (e.g., accelerating domestic supply chain). Monitor USMCA outcomes or if TE discloses Canadian supply reliance, but current cycle favors U.S. manufacturers like TE.\n\n1. Current News Cycle:\n\nPresident Donald Trump threatened 100% tariffs on all Canadian goods entering the U.S. if Canada finalizes its recent trade deal with China, which slashes Canadian tariffs on Chinese EVs from 100% to 6.1% (with a 49,000-unit quota) in exchange for lower Chinese tariffs on Canadian agriculture like canola. \n\nThis stems from fears Canada could serve as a “drop-off port” for Chinese products to bypass U.S. tariffs. \n\nThe threat, posted January 24, 2026, escalates U.S.-Canada trade tensions amid USMCA review, but Canada’s Finance Minister denied pursuing free trade with China.\n\n2. TE’s Profile\n\nT1 Energy (NYSE: TE) focuses on U.S. solar module manufacturing (5 GW capacity at G1 Dallas, Texas) and planned solar cell production near Austin, Texas, with HQ in Austin and over 1,000 Texas employees. \n\nIt rebranded from FREYR Battery in February 2025, shifting to vertically integrated U.S. solar + battery storage, while optimizing European assets (e.g., Norway). \n\nNo significant Canadian operations are evident.\n\n3. Potential Impacts\n\nDirect risks to TE are minimal: its Texas facilities avoid Canada-U.S. tariff crossfire, and it has historically benefited from U.S. tariffs protecting domestic solar manufacturing. \n\nIndirectly, broader trade war escalation could raise U.S. input costs but past tariffs on Canada/Mexico solar products were limited and TE positions itself as a U.S. beneficiary. \n\nEV/battery aspects of the Canada-China deal don’t overlap TE’s core solar focus.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04422600018347089, "ret_signed_m1d": 0.04422600018347089, "alpha_spy_m1d": 0.04927857380549705, "alpha_c_m1d": 0.045199381094361724, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0009733809108908309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12039305907894993, "ret_signed_p1d": 0.12039305907894993, "alpha_spy_p1d": 0.11640889370047902, "alpha_c_p1d": 0.11625626019478719, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.00413679888416274, "ret_p1w": 0.06388200026501356, "ret_signed_p1w": 0.06388200026501356, "alpha_spy_p1w": 0.06001333848044044, "alpha_c_p1w": 0.04471915264013848, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.01916284762487508, "ret_p1m": -0.12899264698387625, "ret_signed_p1m": -0.12899264698387625, "alpha_spy_p1m": -0.12122618178712863, "alpha_c_p1m": -0.2056443174318694, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.07665167044799315, "ret_p3m": -0.33783788216827104, "ret_signed_p3m": -0.33783788216827104, "alpha_spy_p3m": -0.3633236970160101, "alpha_c_p3m": -0.3997622089178068, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.06192432674953574, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12899264698387625, "alpha_spy_stated": -0.12122618178712863, "alpha_c_stated": -0.2056443174318694, "price_path": [-0.5577, -0.5528, -0.543, -0.5799, -0.5479, -0.4975, -0.5479, -0.5319, -0.4472, -0.4582, -0.527, -0.5713, -0.5872, -0.6093, -0.6241, -0.645, -0.6658, -0.6658, -0.6143, -0.5958, -0.5283, -0.5283, -0.4939, -0.4509, -0.4177, -0.4447, -0.3722, -0.2838, -0.2604, -0.1732, -0.2445, -0.2789, -0.3428, -0.3784, -0.3317, -0.3342, -0.2604, -0.2101, -0.1032, -0.1265, -0.1339, -0.1339, -0.1646, -0.2113, -0.2015, -0.1794, -0.1794, -0.0369, 0.0074, -0.0602, -0.1057, -0.1634, -0.1474, -0.1143, -0.0344, -0.0344, -0.0897, 0.0037, 0.0037, 0.0172, -0.0393, 0.0283, 0.0442, 0.0, 0.1204, 0.1658, 0.0909, 0.0233, 0.0639, 0.1167, -0.0504, -0.1069, 0.016, -0.0614, -0.0774, -0.1585, -0.2371, -0.2482, -0.2482, -0.2088, -0.2064, -0.2248, -0.2371, -0.2273, -0.129, -0.113, -0.1044, -0.2432, -0.1597, -0.2002, -0.1278, -0.1634, -0.1744, -0.1204, -0.0197, 0.0, -0.0491, -0.0639, -0.0516, -0.043, -0.0995, -0.0528, -0.1892, -0.1597, -0.188, -0.1794, -0.2285, -0.2924, -0.3096, -0.4607, -0.4496, -0.4853, -0.4853, -0.5025, -0.5172, -0.4877, -0.4865, -0.4238, -0.3722, -0.4029, -0.344, -0.387, -0.3821, -0.3882, -0.3747, -0.3378, -0.3378, -0.3501, -0.3477, -0.398, -0.3993, -0.4103, -0.3673, -0.3735, -0.344, -0.3526, -0.3673, -0.2432, -0.258, -0.2813, -0.3108, -0.2961, -0.3034, -0.14, -0.1548, 0.0688, 0.0713, -0.0074, -0.0074, 0.2838, 0.3464, 0.3292, 0.2973, 0.2789, 0.4791, 0.4128, 0.4324, 0.1585, 0.1216, 0.0393, -0.0504, 0.0405, 0.0442, 0.0958, 0.0602, 0.1106, 0.1486, 0.1486, 0.2776, 0.1351, 0.0479, 0.0442, 0.0086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054850872203469095", "ticker_idx": 0, "ts": "2026-05-14T09:06:39+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is starting to price the perception layer of the robotics stack. It is not finished doing so.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish ARBE: Phoenix chipset, NVIDIA DRIVE integration, DoD contract, serial production at scale starting late 2026 — market re-rating not done.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "i covered $ARBE last month.\n\n200,000 people read it. it's up 44% in the past month.\n\nlooking for robotics exposure? \n\n1. Arbe's Phoenix chipset delivers 2,304 virtual channels - 100x the resolution of legacy radar. It is the perception layer that makes autonomous vehicles and robotics platforms actually work in real-world conditions.\n2. It is already integrated into the NVIDIA DRIVE platform.\n3. It is already inside the US Department of Defense's autonomous vehicle programme through Forterra.\n4. Serial production with a Chinese state OEM starts late 2026. That's when chipset revenue at scale begins.\n\nThe market is starting to price the perception layer of the robotics stack.\n\nIt is not finished doing so. $ARBE $NVDA $OUST", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/pmAGeJTTe4", "parent_author": null, "ret_m1d": -0.12173912051945401, "ret_signed_m1d": -0.12173912051945401, "alpha_spy_m1d": -0.11390663770075471, "alpha_c_m1d": -0.10697593758936774, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08695654427396826, "ret_signed_p1d": -0.08695654427396826, "alpha_spy_p1d": -0.07492720051717205, "alpha_c_p1d": -0.0689063843635297, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.03478267990573958, "ret_signed_p1w": 0.03478267990573958, "alpha_spy_p1w": 0.04206717355434064, "alpha_c_p1w": 0.03979659430118554, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": -0.23652170505776005, "ret_signed_p1m": -0.23652170505776005, "alpha_spy_p1m": -0.22794076718002065, "alpha_c_p1m": -0.2660481560264739, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23652170505776005, "alpha_spy_stated": -0.22794076718002065, "alpha_c_stated": -0.2660481560264739, "price_path": [-0.0348, -0.0609, -0.0522, -0.0348, -0.0087, -0.0783, -0.1217, -0.1043, -0.1896, -0.2852, -0.3026, -0.3043, -0.2739, -0.2809, -0.3217, -0.2965, -0.3043, -0.2774, -0.3217, -0.3409, -0.3217, -0.3217, -0.3391, -0.3652, -0.4061, -0.4, -0.4087, -0.4383, -0.4704, -0.4939, -0.5174, -0.4696, -0.4435, -0.4435, -0.4435, -0.4078, -0.4609, -0.4174, -0.4348, -0.4348, -0.4165, -0.3904, -0.3209, -0.293, -0.2739, -0.2913, -0.307, -0.3217, -0.3496, -0.3139, -0.3122, -0.3304, -0.3496, -0.2565, -0.2696, -0.2713, -0.2835, -0.2435, -0.3043, -0.3035, -0.2209, -0.24, -0.1217, 0.0, -0.087, -0.1304, -0.1948, -0.1348, 0.0348, -0.0174, -0.0174, 0.0, 0.0696, 0.0522, -0.0435, 0.087, -0.0174, -0.0609, -0.0696, -0.2087, -0.2322, -0.2609, -0.2548, -0.2017, -0.2365, -0.2304, -0.2609, -0.2687, -0.2852, -0.2852, -0.3774, -0.3835, -0.4296, -0.4348, -0.4287, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057354951504888166", "ticker_idx": 1, "ts": "2026-05-21T06:56:58+00:00", "symbol": "SATS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holds $11.1B in SpaceX equity contractually. At $1.75T valuation, that stake is worth $35B. The operating business trades at 2.5x EBITDA. Peers trade at 6–8x.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Four SpaceX supply-chain beneficiaries—Filtronic, EchoStar, STMicro, Velo3D—will be discovered by institutional analysts forced to research the SpaceX IPO; all four are longs.", "resolved_tickers": ["SATS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "SpaceX S-1 is now public. The roadshow begins June 8th. Listing expected June 12th on Nasdaq.\n\nI have identified 4 companies that will benefit directly from the SpaceX IPO and the growth of its supply chain.\n\n1. $FTC - Filtronic. \nSpaceX occupies every production line they own. $115M+ contracted, zero US institutional presence. The V-band terminal transition - tens of millions of consumer units - hasn't been priced in yet.\n\n 2. $SATS - EchoStar. \nHolds $11.1B in SpaceX equity contractually. At $1.75T valuation, that stake is worth $35B. The operating business trades at 2.5x EBITDA. Peers trade at 6–8x. \n\n3. $STM - STMicroelectronics. \n5 billion RF antenna chips shipped. ~90% LEO satellite receiver market share. $600M in space revenue in 2025, targeting $3B cumulative by 2028. \n\n4. $VELO - Velo3D. \n5 Raptor engine parts qualified exclusively on their machines. When Velo3D hit distress, SpaceX paid $8M just to license the IP. That's how irreplaceable the process is.\n\nThe IPO doesn't create value in these names. It forces institutional analysts to find them for the first time.\n\nFull analysis in the comments👇(Exclusive Article)\n\n$FTC $SATS $STM $VELO $SPCX\n\n---\n\n30k people have already read this - don't be late.\n\nhttps://t.co/ZwEJChIwz7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1040174428246865, "ret_signed_m1d": 0.1040174428246865, "alpha_spy_m1d": 0.10599660567225211, "alpha_c_m1d": 0.1040174428246865, "bench_spy_m1d": -0.0019791628475656076, "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": -0.033011565030904855, "ret_signed_p1d": -0.033011565030904855, "alpha_spy_p1d": -0.036943114107708785, "alpha_c_p1d": -0.027499102991342617, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": -0.005512462039562238, "ret_p1w": 0.0204765247027483, "ret_signed_p1w": 0.0204765247027483, "alpha_spy_p1w": 0.004481243978741389, "alpha_c_p1w": 0.015566975845334952, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.004909548857413348, "ret_p1m": -0.15003117335856353, "ret_signed_p1m": -0.15003117335856353, "alpha_spy_p1m": -0.15803392187544785, "alpha_c_p1m": -0.09275297158550733, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": -0.0572782017730562, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15003117335856353, "alpha_spy_stated": -0.15803392187544785, "alpha_c_stated": -0.09275297158550733, "price_path": [-0.1633, -0.1677, -0.1666, -0.1563, -0.1005, -0.076, -0.0898, -0.1122, -0.137, -0.1728, -0.1442, -0.1552, -0.1266, -0.1614, -0.1565, -0.1099, -0.1259, -0.1611, -0.1505, -0.1448, -0.1475, -0.137, -0.073, -0.1327, -0.103, -0.1262, -0.0885, -0.061, 0.0019, 0.0019, -0.0116, -0.0286, -0.0438, -0.065, 0.0012, -0.0225, 0.0158, 0.023, 0.0316, 0.0371, 0.0519, -0.0357, -0.0473, -0.0539, -0.0852, -0.053, -0.0369, -0.0674, -0.0413, -0.041, -0.0631, -0.0864, -0.0209, -0.0453, -0.01, 0.0054, 0.0073, 0.0373, 0.0519, 0.0684, 0.0624, 0.0629, 0.104, 0.0, -0.033, -0.033, -0.0414, -0.0466, 0.0205, 0.0061, -0.0079, -0.0381, -0.0585, -0.0296, -0.0947, -0.092, -0.0909, -0.1028, -0.0024, -0.1118, -0.0823, -0.0582, -0.1303, -0.15, -0.15, -0.1716, -0.1909, -0.2225, -0.2433, -0.2417, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057354951504888166", "ticker_idx": 2, "ts": "2026-05-21T06:56:58+00:00", "symbol": "STM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "5 billion RF antenna chips shipped. ~90% LEO satellite receiver market share. $600M in space revenue in 2025, targeting $3B cumulative by 2028.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Four SpaceX supply-chain beneficiaries—Filtronic, EchoStar, STMicro, Velo3D—will be discovered by institutional analysts forced to research the SpaceX IPO; all four are longs.", "resolved_tickers": ["STM"], "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": "SpaceX S-1 is now public. The roadshow begins June 8th. Listing expected June 12th on Nasdaq.\n\nI have identified 4 companies that will benefit directly from the SpaceX IPO and the growth of its supply chain.\n\n1. $FTC - Filtronic. \nSpaceX occupies every production line they own. $115M+ contracted, zero US institutional presence. The V-band terminal transition - tens of millions of consumer units - hasn't been priced in yet.\n\n 2. $SATS - EchoStar. \nHolds $11.1B in SpaceX equity contractually. At $1.75T valuation, that stake is worth $35B. The operating business trades at 2.5x EBITDA. Peers trade at 6–8x. \n\n3. $STM - STMicroelectronics. \n5 billion RF antenna chips shipped. ~90% LEO satellite receiver market share. $600M in space revenue in 2025, targeting $3B cumulative by 2028. \n\n4. $VELO - Velo3D. \n5 Raptor engine parts qualified exclusively on their machines. When Velo3D hit distress, SpaceX paid $8M just to license the IP. That's how irreplaceable the process is.\n\nThe IPO doesn't create value in these names. It forces institutional analysts to find them for the first time.\n\nFull analysis in the comments👇(Exclusive Article)\n\n$FTC $SATS $STM $VELO $SPCX\n\n---\n\n30k people have already read this - don't be late.\n\nhttps://t.co/ZwEJChIwz7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011117903285001618, "ret_signed_m1d": -0.011117903285001618, "alpha_spy_m1d": -0.00913874043743601, "alpha_c_m1d": -0.005447635428069919, "bench_spy_m1d": -0.0019791628475656076, "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": 0.01827593687892559, "ret_signed_p1d": 0.01827593687892559, "alpha_spy_p1d": 0.014344387802121661, "alpha_c_p1d": 0.003413637856532814, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.05772143181610634, "ret_signed_p1w": 0.05772143181610634, "alpha_spy_p1w": 0.04172615109209943, "alpha_c_p1w": 0.001459524490060593, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.1938775047272172, "ret_signed_p1m": 0.1938775047272172, "alpha_spy_p1m": 0.1858747562103329, "alpha_c_p1m": 0.0318714485023901, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1938775047272172, "alpha_spy_stated": 0.1858747562103329, "alpha_c_stated": 0.0318714485023901, "price_path": [-0.4838, -0.4829, -0.4751, -0.4779, -0.4896, -0.4916, -0.5198, -0.4938, -0.4941, -0.5237, -0.4908, -0.4909, -0.4827, -0.4952, -0.5008, -0.4919, -0.4868, -0.4953, -0.5076, -0.5313, -0.5192, -0.5134, -0.491, -0.4988, -0.5044, -0.523, -0.4738, -0.4743, -0.4773, -0.4773, -0.4602, -0.4566, -0.4216, -0.4039, -0.3987, -0.3859, -0.3771, -0.3804, -0.3669, -0.3265, -0.3229, -0.3253, -0.3168, -0.2429, -0.2313, -0.23, -0.2414, -0.1978, -0.1602, -0.1509, -0.1604, -0.1292, -0.1174, -0.1486, -0.0988, -0.0844, -0.1177, -0.0346, -0.0195, -0.0647, -0.0716, -0.0675, -0.0111, 0.0, 0.0183, 0.0183, 0.0766, 0.0318, 0.0577, 0.0556, 0.0512, 0.2109, 0.214, 0.1934, 0.0771, 0.1424, 0.1167, 0.0774, 0.1898, 0.1773, 0.2024, 0.1354, 0.1173, 0.1939, 0.1939, 0.217, 0.1044, 0.0954, 0.1417, 0.089, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057354951504888166", "ticker_idx": 3, "ts": "2026-05-21T06:56:58+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "5 Raptor engine parts qualified exclusively on their machines. When Velo3D hit distress, SpaceX paid $8M just to license the IP. That's how irreplaceable the process is.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Four SpaceX supply-chain beneficiaries—Filtronic, EchoStar, STMicro, Velo3D—will be discovered by institutional analysts forced to research the SpaceX IPO; all four are longs.", "resolved_tickers": ["VELO"], "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": "SpaceX S-1 is now public. The roadshow begins June 8th. Listing expected June 12th on Nasdaq.\n\nI have identified 4 companies that will benefit directly from the SpaceX IPO and the growth of its supply chain.\n\n1. $FTC - Filtronic. \nSpaceX occupies every production line they own. $115M+ contracted, zero US institutional presence. The V-band terminal transition - tens of millions of consumer units - hasn't been priced in yet.\n\n 2. $SATS - EchoStar. \nHolds $11.1B in SpaceX equity contractually. At $1.75T valuation, that stake is worth $35B. The operating business trades at 2.5x EBITDA. Peers trade at 6–8x. \n\n3. $STM - STMicroelectronics. \n5 billion RF antenna chips shipped. ~90% LEO satellite receiver market share. $600M in space revenue in 2025, targeting $3B cumulative by 2028. \n\n4. $VELO - Velo3D. \n5 Raptor engine parts qualified exclusively on their machines. When Velo3D hit distress, SpaceX paid $8M just to license the IP. That's how irreplaceable the process is.\n\nThe IPO doesn't create value in these names. It forces institutional analysts to find them for the first time.\n\nFull analysis in the comments👇(Exclusive Article)\n\n$FTC $SATS $STM $VELO $SPCX\n\n---\n\n30k people have already read this - don't be late.\n\nhttps://t.co/ZwEJChIwz7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08952285792691939, "ret_signed_m1d": -0.08952285792691939, "alpha_spy_m1d": -0.08754369507935378, "alpha_c_m1d": -0.08134813235234317, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.008174725574576214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13428428689037908, "ret_signed_p1d": 0.13428428689037908, "alpha_spy_p1d": 0.13035273781357515, "alpha_c_p1d": 0.12426195307033794, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.01002233382004114, "ret_p1w": 0.26463350619559933, "ret_signed_p1w": 0.26463350619559933, "alpha_spy_p1w": 0.24863822547159242, "alpha_c_p1w": 0.21844090501124813, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.0461926011843512, "ret_p1m": 0.4687654069065159, "ret_signed_p1m": 0.4687654069065159, "alpha_spy_p1m": 0.4607626583896316, "alpha_c_p1m": 0.39687291717742146, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.07189248972909446, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4687654069065159, "alpha_spy_stated": 0.4607626583896316, "alpha_c_stated": 0.39687291717742146, "price_path": [-0.5278, -0.5239, -0.5199, -0.4673, -0.4993, -0.4171, -0.4166, -0.397, -0.4097, -0.4043, -0.3994, -0.3906, -0.3123, -0.2366, -0.3064, -0.2843, -0.2459, -0.3099, -0.3792, -0.4238, -0.3502, -0.335, -0.4771, -0.5081, -0.5573, -0.5745, -0.5381, -0.5273, -0.4156, -0.4156, -0.5025, -0.5295, -0.4806, -0.4614, -0.5057, -0.4329, -0.4638, -0.4447, -0.4343, -0.4461, -0.426, -0.2474, -0.2641, -0.1751, -0.1461, -0.2951, -0.3301, -0.366, -0.3111, -0.3355, -0.3669, -0.3409, -0.332, -0.3984, -0.3379, -0.2882, -0.3084, 0.0334, -0.0241, -0.0856, -0.0836, -0.1643, -0.0895, 0.0, 0.1343, 0.1343, 0.2336, 0.2691, 0.2646, 0.181, 0.058, 0.0885, -0.0354, -0.0738, -0.2204, -0.2017, -0.0443, 0.1156, 0.5057, 0.2543, 0.1358, 0.2317, 0.2573, 0.4688, 0.4688, 0.1958, 0.0162, -0.1121, -0.1451, -0.1815, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065323737075847633", "ticker_idx": 0, "ts": "2026-06-12T06:42:05+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOG is one of the safest buy and hold compounders in the market", "tweet_type": "analysis", "timeline": "years", "summary": "Long GOOG as a safe compounder with diversified stakes in SpaceX, Anthropic, Waymo, and space assets.", "resolved_tickers": ["GOOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$GOOG is one of the safest buy and hold compounders in the market.\n\n-&gt; 6% stake in $SPCX\n-&gt; 14% stake in Anthropic\n-&gt; 10% stake in $PL\n-&gt; 10% stake in $ASTS\n\nSeems like Google is mega bullish on compute and space!", "reply_text": null, "parent_text": null, "quoted_text": "Everyone wants in on SpaceX and Anthropic. \n\nBut did you know that Google is the low-risk side door into both SpaceX and Anthropic. \n\nThis chart shows what Google owns: \n- 6% of SpaceX \n- 14% of Anthropic \n- 80% of Waymo\n- Plus stakes in AST SpaceMobile, Planet and Apptronik https://t.co/GvXiYWMHNn", "parent_author": null, "ret_m1d": -0.00446729419018288, "ret_signed_m1d": -0.00446729419018288, "alpha_spy_m1d": 0.0009118619017006724, "alpha_c_m1d": -0.008676878084420636, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.004209583894237756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02498878042757835, "ret_signed_p1d": 0.02498878042757835, "alpha_spy_p1d": 0.007354810533825029, "alpha_c_p1d": 0.020152253264410058, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.0048365271631682916, "ret_p1w": 0.02596601434520429, "ret_signed_p1w": 0.02596601434520429, "alpha_spy_p1w": 0.01664513568921122, "alpha_c_p1w": 0.04567050352894275, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": -0.01970448918373846, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1366, -0.1453, -0.1469, -0.1663, -0.1656, -0.193, -0.1919, -0.2166, -0.2361, -0.2378, -0.1996, -0.1771, -0.1783, -0.1783, -0.1694, -0.1519, -0.1218, -0.1172, -0.119, -0.1093, -0.0776, -0.0667, -0.0714, -0.0529, -0.0641, -0.0779, -0.0576, -0.0576, -0.0448, -0.0275, -0.0303, -0.0309, 0.0658, 0.0693, 0.0593, 0.0723, 0.1026, 0.103, 0.1079, 0.0792, 0.071, 0.1135, 0.1083, 0.0975, 0.0969, 0.074, 0.074, 0.07, 0.0586, 0.0586, 0.0738, 0.0738, 0.0774, 0.0504, 0.0396, 0.0, -0.0075, 0.0304, 0.0206, 0.0084, 0.0115, -0.0135, -0.0045, 0.0, 0.025, 0.0361, 0.011, 0.026, 0.026, -0.0262, -0.0337, -0.0366, -0.0446, -0.0655, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016908128462205022", "ticker_idx": 0, "ts": "2026-01-29T16:15:44+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sticking to the plan $TE\n\nAdded more shares at $8.45", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to long TE position at $8.45; dismisses current weakness as FUD and holds conviction.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Suffering today.\n\nThis is all FUD though.\n\nSticking to the plan $TE\n\nAdded more shares at $8.45 https://t.co/61g00ssHjC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06869365414593265, "ret_signed_m1d": 0.06869365414593265, "alpha_spy_m1d": 0.06670533140888302, "alpha_c_m1d": 0.07906382762923347, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.010370173483300826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06193695761787621, "ret_signed_p1d": -0.06193695761787621, "alpha_spy_p1d": -0.058954473512301875, "alpha_c_p1d": -0.05940475972281889, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.00253219789505732, "ret_p1w": -0.18130631900512872, "ret_signed_p1w": -0.18130631900512872, "alpha_spy_p1w": -0.15764775389162589, "alpha_c_p1w": -0.19643957707539972, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": 0.015133258070270994, "ret_p1m": -0.30630633242959804, "ret_signed_p1m": -0.30630633242959804, "alpha_spy_p1m": -0.29470757684202653, "alpha_c_p1m": -0.3743154524112937, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": 0.06800911998169568, "ret_p3m": -0.44819819456996324, "ret_signed_p3m": -0.44819819456996324, "alpha_spy_p3m": -0.476429459932718, "alpha_c_p3m": -0.48196419340411645, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.03376599883415321, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30630633242959804, "alpha_spy_stated": -0.29470757684202653, "alpha_c_stated": -0.3743154524112937, "price_path": [-0.6149, -0.5856, -0.5394, -0.5856, -0.5709, -0.4932, -0.5034, -0.5664, -0.607, -0.6216, -0.6419, -0.6554, -0.6745, -0.6937, -0.6937, -0.6464, -0.6295, -0.5676, -0.5676, -0.536, -0.4966, -0.4662, -0.491, -0.4245, -0.3435, -0.3221, -0.2421, -0.3074, -0.339, -0.3975, -0.4302, -0.3874, -0.3896, -0.3221, -0.2759, -0.1779, -0.1993, -0.2061, -0.2061, -0.2342, -0.277, -0.268, -0.2477, -0.2477, -0.1171, -0.0766, -0.1385, -0.1802, -0.2331, -0.2185, -0.1881, -0.1149, -0.1149, -0.1655, -0.08, -0.08, -0.0676, -0.1194, -0.0574, -0.0428, -0.0833, 0.027, 0.0687, 0.0, -0.0619, -0.0248, 0.0236, -0.1295, -0.1813, -0.0687, -0.1396, -0.1543, -0.2286, -0.3007, -0.3108, -0.3108, -0.2748, -0.2725, -0.2894, -0.3007, -0.2917, -0.2016, -0.1869, -0.1791, -0.3063, -0.2297, -0.2669, -0.2005, -0.2331, -0.2432, -0.1937, -0.1014, -0.0833, -0.1284, -0.1419, -0.1306, -0.1227, -0.1745, -0.1318, -0.2568, -0.2297, -0.2556, -0.2477, -0.2928, -0.3514, -0.3671, -0.5056, -0.4955, -0.5282, -0.5282, -0.5439, -0.5574, -0.5304, -0.5293, -0.4718, -0.4245, -0.4527, -0.3986, -0.4381, -0.4336, -0.4392, -0.4268, -0.393, -0.393, -0.4043, -0.402, -0.4482, -0.4493, -0.4595, -0.42, -0.4257, -0.3986, -0.4065, -0.42, -0.3063, -0.3198, -0.3412, -0.3682, -0.3547, -0.3615, -0.2117, -0.2252, -0.0203, -0.018, -0.0901, -0.0901, 0.1768, 0.2342, 0.2185, 0.1892, 0.1723, 0.3559, 0.295, 0.3131, 0.0619, 0.0282, -0.0473, -0.1295, -0.0462, -0.0428, 0.0045, -0.0282, 0.018, 0.0529, 0.0529, 0.1712, 0.0405, -0.0394, -0.0428, -0.0755, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2070489766450126974", "ticker_idx": 0, "ts": "2026-06-26T12:50:02+00:00", "symbol": "FTC.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll also be adding filtronic at these levels.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding Filtronic at current levels; bullish on the dip near £200.", "resolved_tickers": ["FTC.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "I’ll also be adding filtronic at these levels.\n\n$FTC.L", "reply_text": null, "parent_text": null, "quoted_text": "I’ll add filtronic below £200. We are almost there. https://t.co/oKy6XLStc3", "parent_author": null, "ret_m1d": 0.21739130434782616, "ret_signed_m1d": 0.21739130434782616, "alpha_spy_m1d": 0.21010725706360134, "alpha_c_m1d": 0.21023893177781283, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.007152372570013332, "ret_t0": 0.0, "ret_signed_t0": 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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1652, -0.1261, -0.1087, -0.1087, -0.1087, -0.113, -0.0783, -0.113, -0.1304, -0.1348, -0.1043, -0.0609, -0.0391, 0.013, 0.0652, 0.087, 0.1696, 0.2304, 0.287, 0.163, 0.1435, 0.1739, 0.2652, 0.2478, 0.2478, 0.5217, 0.4783, 0.7609, 0.6522, 0.6283, 0.5565, 0.7522, 0.7739, 0.7609, 0.787, 0.9543, 1.0391, 0.7609, 0.6478, 0.6478, 0.7826, 0.6913, 0.587, 0.6957, 0.7174, 0.5652, 0.2478, 0.4174, 0.4783, 0.6957, 0.4783, 0.3696, 0.3478, 0.413, 0.463, 0.637, 0.6087, 0.6087, 0.6391, 0.6522, 0.4783, 0.3478, 0.2174, 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:1992844275432759376", "ticker_idx": 0, "ts": "2025-11-24T06:34:35+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN strong narrative", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Likes IREN, CIFR, NBIS; explicitly avoids CRWV vs the other AI data center names.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz $IREN strong narrative. $CIFR is a hedge but also excellent team. Love $NBIS asw but $CRWV is a big avoid compared to the others.", "reply_text": null, "parent_text": "$NBIS is my second biggest position, yet I still feel like I don’t own enough AI data center stocks.\n\nShould I also buy some $CRWV, $IREN, $CIFR, or $BITF? https://t.co/bzLfpSHiDI", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": -0.12848016377157978, "ret_signed_m1d": -0.12848016377157978, "alpha_spy_m1d": -0.11397505193417579, "alpha_c_m1d": -0.12424052349213976, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.004239640279440016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021035273715336422, "ret_signed_p1d": -0.021035273715336422, "alpha_spy_p1d": -0.03044110975462988, "alpha_c_p1d": -0.0335619165685036, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.01252664285316718, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": -0.017256609682375412, "alpha_c_p1w": -0.019271552174452644, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.019271552174452644, "ret_p1m": -0.13239846899187757, "ret_signed_p1m": -0.13239846899187757, "alpha_spy_p1m": -0.16419433231240244, "alpha_c_p1m": -0.20435329616641207, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.0719548271745345, "ret_p3m": -0.10723861792004519, "ret_signed_p3m": -0.10723861792004519, "alpha_spy_p3m": -0.13381520299455663, "alpha_c_p3m": -0.11576187537104043, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.008523257450995247, "ret_p6m": -0.01546710608453239, "ret_signed_p6m": -0.01546710608453239, "alpha_spy_p6m": -0.11891372547109347, "alpha_c_p6m": -0.008764313380737798, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": -0.006702792703794591, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13239846899187757, "alpha_spy_stated": -0.16419433231240244, "alpha_c_stated": -0.20435329616641207, "price_path": [-0.539, -0.5249, -0.4539, -0.4539, -0.3997, -0.4182, -0.4611, -0.4607, -0.4599, -0.3774, -0.3065, -0.3225, -0.2996, -0.2341, -0.2483, -0.2184, -0.251, -0.2031, -0.1359, -0.1386, -0.0278, -0.0454, -0.1367, -0.0528, -0.0322, -0.0291, -0.0303, 0.0406, 0.191, 0.272, 0.2392, 0.3168, 0.2326, 0.3227, 0.4345, 0.4019, 0.2751, 0.2522, 0.2213, 0.1383, 0.0689, 0.152, 0.2972, 0.3403, 0.2873, 0.246, 0.2007, 0.2528, 0.3972, 0.3741, 0.5758, 0.3809, 0.2865, 0.2409, 0.1833, 0.1487, 0.0033, -0.0437, -0.0223, 0.0074, -0.0549, -0.1035, -0.1285, 0.0, -0.021, -0.0008, -0.0008, -0.014, 0.0, -0.152, -0.0934, -0.0421, -0.078, -0.0443, -0.034, -0.0942, -0.0938, -0.1724, -0.2683, -0.2454, -0.3034, -0.2617, -0.1767, -0.133, -0.1324, -0.1343, -0.1343, -0.1689, -0.1873, -0.2101, -0.2211, -0.2211, -0.1194, -0.0052, -0.0532, -0.1003, -0.058, -0.0507, 0.0379, 0.0928, 0.0905, 0.0701, 0.1924, 0.1924, 0.119, 0.1029, 0.0777, 0.1689, 0.0798, 0.2372, 0.298, 0.2341, 0.1083, 0.0947, 0.1217, -0.0732, -0.1794, -0.1373, -0.0483, -0.1147, -0.12, -0.1745, -0.1293, -0.1293, -0.1551, -0.1322, -0.1072, -0.1755, -0.1264, -0.0627, -0.092, -0.0876, -0.1555, -0.1464, -0.1988, -0.0959, -0.1725, -0.2431, -0.199, -0.2139, -0.1343, -0.1468, -0.1425, -0.0732, -0.114, -0.1295, -0.1409, -0.1485, -0.1305, -0.152, -0.1456, -0.2277, -0.2763, -0.3479, -0.2931, -0.297, -0.2829, -0.2829, -0.2755, -0.2629, -0.2405, -0.2357, -0.1891, -0.1118, -0.0231, 0.0068, -0.0163, -0.0076, 0.0047, -0.0685, -0.0021, 0.0728, 0.0443, -0.0027, -0.0835, -0.1161, -0.0615, -0.0584, 0.0204, 0.1289, 0.2576, 0.1724, 0.2621, 0.1373, 0.1664, 0.1378, 0.2044, 0.0918, 0.0406, -0.0155]}
{"unit_id": "reply:1992844275432759376", "ticker_idx": 1, "ts": "2025-11-24T06:34:35+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR is a hedge but also excellent team", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Likes IREN, CIFR, NBIS; explicitly avoids CRWV vs the other AI data center names.", "resolved_tickers": ["CIFR"], "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": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz $IREN strong narrative. $CIFR is a hedge but also excellent team. Love $NBIS asw but $CRWV is a big avoid compared to the others.", "reply_text": null, "parent_text": "$NBIS is my second biggest position, yet I still feel like I don’t own enough AI data center stocks.\n\nShould I also buy some $CRWV, $IREN, $CIFR, or $BITF? https://t.co/bzLfpSHiDI", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": -0.1532016520767615, "ret_signed_m1d": -0.1532016520767615, "alpha_spy_m1d": -0.1386965402393575, "alpha_c_m1d": -0.12992762709923011, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.023274024977531393, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04847405252365866, "ret_signed_p1d": 0.04847405252365866, "alpha_spy_p1d": 0.039068216484365204, "alpha_c_p1d": 0.04579260723779388, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.002681445285864781, "ret_p1w": 0.17833642207401756, "ret_signed_p1w": 0.17833642207401756, "alpha_spy_p1w": 0.16107981239164215, "alpha_c_p1w": 0.15459741608184174, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.02373900599217582, "ret_p1m": -0.04787548060394131, "ret_signed_p1m": -0.04787548060394131, "alpha_spy_p1m": -0.07967134392446618, "alpha_c_p1m": -0.09303921252294367, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.04516373191900236, "ret_p3m": -0.05445834491896451, "ret_signed_p3m": -0.05445834491896451, "alpha_spy_p3m": -0.08103492999347595, "alpha_c_p3m": -0.05851742653490766, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.00405908161594315, "ret_p6m": 0.12507482148996463, "ret_signed_p6m": 0.12507482148996463, "alpha_spy_p6m": 0.02162820210340355, "alpha_c_p6m": -0.11705815431733058, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.2421329758072952, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04787548060394131, "alpha_spy_stated": -0.07967134392446618, "alpha_c_stated": -0.09303921252294367, "price_path": [-0.5817, -0.5799, -0.5428, -0.5428, -0.5021, -0.5147, -0.5572, -0.55, -0.538, -0.4482, -0.3866, -0.4034, -0.3507, -0.3507, -0.3112, -0.2591, -0.2908, -0.2651, -0.1646, -0.1532, -0.1538, -0.3022, -0.3136, -0.243, -0.2466, -0.246, -0.1735, -0.1203, -0.082, -0.0575, 0.0533, 0.0766, 0.0156, 0.2172, 0.2501, 0.2585, 0.1203, 0.1227, 0.1915, 0.0817, -0.0359, 0.0326, 0.2364, 0.2292, 0.1945, 0.1724, 0.1412, 0.1161, 0.3621, 0.3471, 0.4788, 0.2992, 0.2382, 0.1759, 0.1173, 0.0401, -0.1065, -0.1406, -0.1412, -0.1275, -0.1251, -0.1287, -0.1532, 0.0, 0.0485, 0.146, 0.146, 0.2178, 0.1783, 0.0557, 0.1149, 0.1867, 0.1538, 0.1658, 0.1706, 0.1059, 0.1299, 0.0203, -0.1179, -0.1029, -0.1388, -0.0934, -0.0299, -0.0221, -0.0479, -0.0293, -0.0293, -0.091, -0.0975, -0.1269, -0.1167, -0.1167, -0.0305, 0.0868, 0.0497, -0.0377, -0.0096, -0.0048, 0.058, 0.0922, 0.085, 0.0485, 0.1251, 0.1251, 0.0724, 0.0604, 0.0407, 0.0515, -0.0132, 0.1221, 0.1352, 0.0592, -0.0449, -0.0539, -0.0269, -0.1472, -0.24, -0.1185, 0.003, 0.0233, -0.0257, -0.0365, -0.0174, -0.0174, -0.064, -0.0772, -0.0545, -0.1233, -0.0892, 0.0245, -0.006, -0.0138, -0.0664, -0.0569, -0.1197, -0.0401, -0.0934, -0.1849, -0.1436, -0.1646, -0.1556, -0.1795, -0.1574, -0.094, -0.0969, -0.1221, -0.1239, -0.1616, -0.1089, -0.1095, -0.0497, -0.1412, -0.1774, -0.281, -0.2298, -0.2436, -0.2328, -0.2328, -0.2011, -0.1616, -0.0772, -0.0209, -0.0108, 0.0628, 0.1041, 0.0772, 0.0377, 0.1592, 0.1544, 0.0796, 0.1634, 0.1185, 0.0892, 0.0868, 0.0329, 0.0126, 0.0616, 0.0197, 0.0706, 0.3226, 0.3112, 0.2379, 0.2298, 0.2136, 0.2005, 0.2711, 0.3339, 0.2166, 0.1442, 0.1251]}
{"unit_id": "reply:1992844275432759376", "ticker_idx": 2, "ts": "2025-11-24T06:34:35+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Love $NBIS asw", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Likes IREN, CIFR, NBIS; explicitly avoids CRWV vs the other AI data center names.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz $IREN strong narrative. $CIFR is a hedge but also excellent team. Love $NBIS asw but $CRWV is a big avoid compared to the others.", "reply_text": null, "parent_text": "$NBIS is my second biggest position, yet I still feel like I don’t own enough AI data center stocks.\n\nShould I also buy some $CRWV, $IREN, $CIFR, or $BITF? https://t.co/bzLfpSHiDI", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": -0.09401522574747101, "ret_signed_m1d": -0.09401522574747101, "alpha_spy_m1d": -0.07951011391006702, "alpha_c_m1d": -0.0841931562795405, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.009822069467930516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032861852255905655, "ret_signed_p1d": -0.032861852255905655, "alpha_spy_p1d": -0.04226768829519911, "alpha_c_p1d": -0.04427675602676473, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.011414903770859075, "ret_p1w": 0.08977148926027834, "ret_signed_p1w": 0.08977148926027834, "alpha_spy_p1w": 0.07251487957790292, "alpha_c_p1w": 0.07348972803051379, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.016281761229764546, "ret_p1m": -0.020348234118967246, "ret_signed_p1m": -0.020348234118967246, "alpha_spy_p1m": -0.05214409743949211, "alpha_c_p1m": -0.062468694273824066, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.04212046015485682, "ret_p3m": 0.17094666837463257, "ret_signed_p3m": 0.17094666837463257, "alpha_spy_p3m": 0.14437008330012113, "alpha_c_p3m": 0.14880039942651568, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.022146268948116887, "ret_p6m": 1.1515777197442003, "ret_signed_p6m": 1.1515777197442003, "alpha_spy_p6m": 1.0481311003576392, "alpha_c_p6m": 1.1198465829808257, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020348234118967246, "alpha_spy_stated": -0.05214409743949211, "alpha_c_stated": -0.062468694273824066, "price_path": [-0.2372, -0.2161, -0.2566, -0.2566, -0.2849, -0.2856, -0.2937, -0.2876, -0.3029, 0.0416, 0.0162, -0.0295, -0.0162, -0.0102, -0.0269, 0.0237, 0.0242, 0.0806, 0.16, 0.173, 0.2321, 0.1745, 0.1719, 0.1993, 0.2217, 0.258, 0.3696, 0.3926, 0.3595, 0.2807, 0.3275, 0.4433, 0.41, 0.474, 0.3945, 0.3692, 0.3388, 0.2344, 0.1861, 0.1347, 0.0731, 0.1552, 0.276, 0.3649, 0.3257, 0.3613, 0.3513, 0.4235, 0.3109, 0.2028, 0.2731, 0.1909, 0.2109, 0.1964, 0.1123, 0.0268, -0.0356, -0.091, -0.0644, -0.0148, 0.0345, -0.079, -0.094, 0.0, -0.0329, 0.0304, 0.0304, 0.0323, 0.0898, 0.0495, 0.0764, 0.1186, 0.0668, 0.0917, 0.0491, 0.0184, 0.0259, -0.0458, -0.1171, -0.1192, -0.179, -0.1503, -0.0266, 0.0145, -0.0203, -0.0084, -0.0084, -0.0469, -0.0638, -0.0732, -0.0892, -0.0892, -0.0212, 0.0101, 0.0908, 0.0469, 0.0588, 0.0656, 0.1679, 0.1472, 0.1097, 0.1304, 0.1831, 0.1831, 0.0804, 0.0758, 0.0539, 0.0283, -0.0048, 0.065, 0.0928, 0.0328, -0.073, -0.0407, -0.0212, -0.1035, -0.1962, -0.0631, 0.0107, -0.0012, -0.0358, -0.0236, 0.0665, 0.0665, 0.0612, 0.1077, 0.1709, 0.0655, 0.0948, 0.1162, 0.1547, 0.1412, -0.0077, -0.0097, -0.0555, 0.064, 0.0408, -0.028, 0.0331, 0.0493, 0.2187, 0.1756, 0.2291, 0.4129, 0.2658, 0.2901, 0.3223, 0.2799, 0.2421, 0.2504, 0.2523, 0.1531, 0.0971, 0.0039, 0.1291, 0.1094, 0.1841, 0.1841, 0.2246, 0.2775, 0.3602, 0.4835, 0.5775, 0.6818, 0.7621, 0.8147, 0.7991, 0.7099, 0.7319, 0.7035, 0.699, 0.7092, 0.6013, 0.5774, 0.4745, 0.5363, 0.5041, 0.6811, 0.9197, 0.9143, 1.1229, 1.0106, 0.9266, 1.025, 0.949, 1.2554, 1.4064, 1.3933, 1.1748, 1.1516]}
{"unit_id": "reply:1992844275432759376", "ticker_idx": 3, "ts": "2025-11-24T06:34:35+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWV is a big avoid compared to the others", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Likes IREN, CIFR, NBIS; explicitly avoids CRWV vs the other AI data center names.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz $IREN strong narrative. $CIFR is a hedge but also excellent team. Love $NBIS asw but $CRWV is a big avoid compared to the others.", "reply_text": null, "parent_text": "$NBIS is my second biggest position, yet I still feel like I don’t own enough AI data center stocks.\n\nShould I also buy some $CRWV, $IREN, $CIFR, or $BITF? https://t.co/bzLfpSHiDI", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": -0.026494524302576372, "ret_signed_m1d": 0.026494524302576372, "alpha_spy_m1d": 0.011989412465172378, "alpha_c_m1d": 0.011989412465172378, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.014505111837403994, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031385837044629605, "ret_signed_p1d": 0.031385837044629605, "alpha_spy_p1d": 0.04079167308392306, "alpha_c_p1d": 0.04079167308392306, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.009405836039293458, "ret_p1w": 0.04701085810061856, "ret_signed_p1w": -0.04701085810061856, "alpha_spy_p1w": -0.029754248418243145, "alpha_c_p1w": -0.029754248418243145, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.017256609682375412, "ret_p1m": 0.09048918206772982, "ret_signed_p1m": -0.09048918206772982, "alpha_spy_p1m": -0.05869331874720496, "alpha_c_p1m": -0.05869331874720496, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.031795863320524864, "ret_p3m": 0.31983697559184554, "ret_signed_p3m": -0.31983697559184554, "alpha_spy_p3m": -0.2932603905173341, "alpha_c_p3m": -0.2932603905173341, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.02657658507451144, "ret_p6m": 0.35611412537852827, "ret_signed_p6m": -0.35611412537852827, "alpha_spy_p6m": -0.2526675059919672, "alpha_c_p6m": -0.2526675059919672, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.10344661938656108, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09048918206772982, "alpha_spy_stated": -0.05869331874720496, "alpha_c_stated": -0.05869331874720496, "price_path": [0.317, 0.3966, 0.4, 0.4, 0.2682, 0.2212, 0.1886, 0.2105, 0.2711, 0.3617, 0.5916, 0.5311, 0.5212, 0.6368, 0.6135, 0.6421, 0.6493, 0.6965, 0.8102, 0.7784, 0.8125, 0.7209, 0.6351, 0.6647, 0.8594, 0.8621, 0.875, 0.8314, 0.8186, 0.7504, 0.9019, 0.944, 0.8808, 0.9242, 0.8215, 0.8918, 0.9258, 0.8596, 0.7264, 0.6992, 0.6512, 0.6758, 0.801, 0.8486, 0.8315, 0.9012, 0.7807, 0.8167, 0.7163, 0.5727, 0.5546, 0.4529, 0.4132, 0.4349, 0.201, 0.1607, 0.0644, 0.0511, 0.0235, 0.0177, 0.0179, -0.0596, -0.0265, 0.0, -0.0314, 0.0094, 0.0094, -0.0065, 0.047, 0.033, 0.0783, 0.1651, 0.1997, 0.1717, 0.2318, 0.1978, 0.1872, 0.0678, -0.017, -0.0557, -0.123, -0.0804, 0.1277, 0.1526, 0.0905, 0.0716, 0.0716, 0.0383, 0.0179, 0.0041, -0.027, -0.027, 0.0777, 0.0443, 0.059, 0.0486, 0.0474, 0.0889, 0.2219, 0.1886, 0.2201, 0.2909, 0.3754, 0.3754, 0.2938, 0.2779, 0.2471, 0.2633, 0.3357, 0.4791, 0.4405, 0.3523, 0.2662, 0.2084, 0.2236, 0.1204, 0.0143, 0.2221, 0.3151, 0.2923, 0.2928, 0.3003, 0.3049, 0.3049, 0.2364, 0.2969, 0.3198, 0.2126, 0.2342, 0.3492, 0.3317, 0.3265, 0.081, 0.0605, 0.0024, 0.0802, 0.0166, -0.0083, 0.011, 0.0179, 0.1136, 0.0851, 0.102, 0.1666, 0.1158, 0.1253, 0.0959, 0.1069, 0.1136, 0.128, 0.1899, 0.0931, 0.0164, -0.0605, 0.0526, 0.0658, 0.1174, 0.1174, 0.0997, 0.1582, 0.2079, 0.25, 0.3859, 0.4982, 0.5924, 0.6126, 0.6245, 0.5876, 0.5955, 0.5647, 0.6649, 0.5954, 0.4965, 0.5226, 0.4338, 0.5515, 0.5163, 0.617, 0.7042, 0.7376, 0.8747, 0.7505, 0.551, 0.5584, 0.464, 0.5124, 0.5518, 0.4579, 0.4099, 0.3561]}
{"unit_id": "orig:2043941988102259059", "ticker_idx": 0, "ts": "2026-04-14T06:38:39+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Three names I'm looking to enter this week: $POET — The optical assembly layer nobody is mapping.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Looking to enter all three this week: POET (photonics), ASYS (AI GPU packaging equipment), OUST (lidar/physical AI) as under-the-radar AI infrastructure plays.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Three names I'm looking to enter this week:  \n\n$POET — The optical assembly layer nobody is mapping. Passive alignment kills the manufacturing bottleneck that's been holding photonics back. 30,000 engines shipping in 2026. $430M cash. More on this later today.  \n$ASYS — $188M market cap making thermal processing equipment for AI GPU packaging. CEO guiding for AI demand surge in H2. Nobody covers this. Panel-level packaging is the next semiconductor bottleneck.  \n$OUST — Physical AI sensing platform. 12 straight quarters of product revenue growth. StereoLabs acquisition adds cameras + AI compute to the lidar stack. Q1 guidance beat consensus. Earnings May 5.  \n\nThree different layers of the AI infrastructure stack. None of them on anyone else's radar.\n\nBookmark for later👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08792848721813495, "ret_signed_m1d": 0.08792848721813495, "alpha_spy_m1d": 0.09996668052075486, "alpha_c_m1d": 0.10708778735554503, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03874809993540307, "ret_signed_p1d": 0.03874809993540307, "alpha_spy_p1d": 0.03085713070835916, "alpha_c_p1d": 0.036535710554872036, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.5275707811814903, "ret_signed_p1w": 0.5275707811814903, "alpha_spy_p1w": 0.5137182985040327, "alpha_c_p1w": 0.49956192352195616, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 1.1415797025133085, "ret_signed_p1m": 1.1415797025133085, "alpha_spy_p1m": 1.0726773273186183, "alpha_c_p1m": 0.8750752291224762, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1415797025133085, "alpha_spy_stated": 1.0726773273186183, "alpha_c_stated": 0.8750752291224762, "price_path": [0.2385, 0.237, 0.237, 0.228, 0.2474, 0.0343, 0.0298, -0.0373, 0.0119, -0.073, -0.1133, -0.1356, -0.1297, -0.0999, -0.1639, -0.228, -0.1252, -0.0745, -0.1297, -0.1311, -0.158, -0.1684, -0.1684, -0.1773, -0.1684, -0.1699, -0.152, -0.1773, -0.0894, -0.0522, -0.07, -0.1058, 0.0298, 0.0492, 0.0194, -0.0104, -0.0641, -0.003, 0.0432, 0.1088, 0.1088, 0.0179, 0.0298, -0.0209, -0.079, -0.0715, -0.1162, -0.0969, -0.1446, -0.0909, -0.1818, -0.2265, -0.2429, -0.1148, -0.1654, -0.0894, -0.0894, -0.0939, -0.1118, -0.073, -0.0939, 0.0492, 0.0879, 0.0, 0.0387, 0.0939, 0.082, 0.2802, 0.5276, 0.9031, 0.7466, 1.2504, 0.1848, 0.1967, -0.0164, 0.0611, 0.0894, 0.0596, 0.3726, 0.4486, 0.4277, 0.6319, 1.0715, 1.0462, 1.1416, 2.0656, 1.38, 1.1177, 0.9478, 1.2027, 1.2086, 1.1744, 1.1744, 0.9896, 0.9791, 0.9762, 0.8316, 1.07, 1.0596, 1.2921, 1.307, 0.7675, 0.8301, 0.6051, 0.6364, 0.6766, 0.8674, 1.076, 0.8852, 0.7809, 0.8107, 0.8107, 0.8018, 0.5991, 0.5887, 0.5097, 0.4069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043941988102259059", "ticker_idx": 1, "ts": "2026-04-14T06:38:39+00:00", "symbol": "ASYS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASYS — $188M market cap making thermal processing equipment for AI GPU packaging. CEO guiding for AI demand surge in H2.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Looking to enter all three this week: POET (photonics), ASYS (AI GPU packaging equipment), OUST (lidar/physical AI) as under-the-radar AI infrastructure plays.", "resolved_tickers": ["ASYS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "Three names I'm looking to enter this week:  \n\n$POET — The optical assembly layer nobody is mapping. Passive alignment kills the manufacturing bottleneck that's been holding photonics back. 30,000 engines shipping in 2026. $430M cash. More on this later today.  \n$ASYS — $188M market cap making thermal processing equipment for AI GPU packaging. CEO guiding for AI demand surge in H2. Nobody covers this. Panel-level packaging is the next semiconductor bottleneck.  \n$OUST — Physical AI sensing platform. 12 straight quarters of product revenue growth. StereoLabs acquisition adds cameras + AI compute to the lidar stack. Q1 guidance beat consensus. Earnings May 5.  \n\nThree different layers of the AI infrastructure stack. None of them on anyone else's radar.\n\nBookmark for later👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.043205984273391174, "ret_signed_m1d": 0.043205984273391174, "alpha_spy_m1d": 0.05524417757601108, "alpha_c_m1d": 0.06236528441080125, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004383259068758805, "ret_signed_p1d": -0.004383259068758805, "alpha_spy_p1d": -0.012274228295802714, "alpha_c_p1d": -0.006595648449289837, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.052598571375594316, "ret_signed_p1w": 0.052598571375594316, "alpha_spy_p1w": 0.03874608869813678, "alpha_c_p1w": 0.024589713716060224, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.2968064331989968, "ret_signed_p1m": 0.2968064331989968, "alpha_spy_p1m": 0.22790405800430658, "alpha_c_p1m": 0.030301959808164414, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2968064331989968, "alpha_spy_stated": 0.22790405800430658, "alpha_c_stated": 0.030301959808164414, "price_path": [-0.1108, -0.077, -0.077, -0.0019, 0.0664, 0.0351, 0.0313, 0.025, 0.1021, 0.1446, 0.0889, 0.0526, 0.1052, 0.1021, -0.0138, -0.0063, -0.3037, -0.2135, -0.1866, -0.2805, -0.3118, -0.2849, -0.2849, -0.2786, -0.2574, -0.2617, -0.2561, -0.2718, -0.2317, -0.201, -0.1872, -0.1828, -0.1209, -0.1603, -0.1177, -0.1315, -0.191, -0.1966, -0.1766, -0.139, -0.1997, -0.1872, -0.2705, -0.2918, -0.3075, -0.2755, -0.315, -0.2924, -0.2812, -0.2473, -0.2812, -0.283, -0.3049, -0.2686, -0.2517, -0.2411, -0.2411, -0.2317, -0.2392, -0.1841, -0.1259, -0.0764, 0.0432, 0.0, -0.0044, 0.0269, 0.015, 0.047, 0.0526, 0.1271, 0.0795, 0.1753, 0.1102, 0.0394, 0.0376, 0.0902, 0.0726, 0.0319, 0.1227, 0.1396, 0.1403, 0.3456, 0.4202, 0.3125, 0.2968, 0.4064, 0.32, 0.2536, 0.2317, 0.268, 0.3118, 0.3826, 0.3826, 0.4289, 0.3644, 0.3538, 0.3319, 0.293, 0.3745, 0.3193, 0.3719, 0.1578, 0.2342, 0.1941, 0.2091, 0.4152, 0.5022, 0.4264, 0.3607, 0.3394, 0.3801, 0.3801, 0.3795, 0.273, 0.2229, 0.2943, 0.2242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043941988102259059", "ticker_idx": 2, "ts": "2026-04-14T06:38:39+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST — Physical AI sensing platform. 12 straight quarters of product revenue growth.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Looking to enter all three this week: POET (photonics), ASYS (AI GPU packaging equipment), OUST (lidar/physical AI) as under-the-radar AI infrastructure plays.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Three names I'm looking to enter this week:  \n\n$POET — The optical assembly layer nobody is mapping. Passive alignment kills the manufacturing bottleneck that's been holding photonics back. 30,000 engines shipping in 2026. $430M cash. More on this later today.  \n$ASYS — $188M market cap making thermal processing equipment for AI GPU packaging. CEO guiding for AI demand surge in H2. Nobody covers this. Panel-level packaging is the next semiconductor bottleneck.  \n$OUST — Physical AI sensing platform. 12 straight quarters of product revenue growth. StereoLabs acquisition adds cameras + AI compute to the lidar stack. Q1 guidance beat consensus. Earnings May 5.  \n\nThree different layers of the AI infrastructure stack. None of them on anyone else's radar.\n\nBookmark for later👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06575580318149332, "ret_signed_m1d": -0.06575580318149332, "alpha_spy_m1d": -0.05371760987887342, "alpha_c_m1d": -0.05000617718050959, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01574962600098373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04355253861831243, "ret_signed_p1d": 0.04355253861831243, "alpha_spy_p1d": 0.03566156939126852, "alpha_c_p1d": 0.02760010069822516, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.01595243792008727, "ret_p1w": 0.17890693938548674, "ret_signed_p1w": 0.17890693938548674, "alpha_spy_p1w": 0.1650544567080292, "alpha_c_p1w": 0.13328035020591567, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.045626589179571075, "ret_p1m": 0.45900931074430984, "ret_signed_p1m": 0.45900931074430984, "alpha_spy_p1m": 0.3901069355496196, "alpha_c_p1m": 0.2635921785688702, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.19541713217543966, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45900931074430984, "alpha_spy_stated": 0.3901069355496196, "alpha_c_stated": 0.2635921785688702, "price_path": [0.1699, 0.1255, 0.1255, 0.0461, 0.0798, 0.1631, 0.0606, 0.032, 0.0423, 0.0196, 0.0026, -0.1106, -0.1319, -0.1345, -0.181, -0.2613, -0.1708, -0.1008, -0.1435, -0.1934, -0.2242, -0.1985, -0.1985, -0.2058, -0.2062, -0.1853, -0.205, -0.2289, -0.2037, -0.1546, -0.1618, -0.1909, -0.1354, -0.0726, -0.0444, -0.0956, -0.1345, -0.1225, -0.0448, 0.0568, -0.0367, -0.0833, -0.0905, -0.0867, -0.1144, -0.1008, -0.1439, -0.0956, -0.1217, -0.1366, -0.1755, -0.2459, -0.2899, -0.2156, -0.205, -0.1678, -0.1678, -0.1755, -0.1746, -0.1349, -0.1447, -0.1166, -0.0658, 0.0, 0.0436, 0.032, 0.0359, 0.1588, 0.1789, 0.1853, 0.1277, 0.205, 0.1494, 0.1157, 0.0905, 0.1512, 0.1294, 0.202, 0.2212, 0.2551, 0.0465, 0.076, 0.1443, 0.1571, 0.459, 0.4885, 0.4885, 0.3126, 0.269, 0.3181, 0.4983, 0.5811, 0.5811, 0.8232, 0.8886, 0.8074, 0.9663, 0.9184, 0.9654, 0.877, 1.0107, 0.6943, 0.7455, 0.6447, 0.6392, 0.6913, 0.6994, 0.9291, 0.8245, 0.7387, 0.9885, 0.9885, 1.0359, 0.9283, 0.7383, 0.7857, 0.7942, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055234519721034037", "ticker_idx": 0, "ts": "2026-05-15T10:31:08+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Revenue up 1,065% year-over-year. One quarter of revenue = the entire revenue for 2025. Backlog went from $68M to $457M in three months. Every layer of the thesis firing at once.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish ONDS: 1,065% YoY revenue growth, backlog surging $68M→$457M in one quarter, all thesis catalysts firing simultaneously.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "In March I wrote about $ONDS and the drone economy. Over a million people read it.\n\nQ1 2026 just reported. Revenue up 1,065% year-over-year. One quarter of revenue = the entire revenue for 2025. Backlog went from $68M to $457M in three months. \n\nCounter-UAS. Autonomous systems. Stratospheric ISR. Every layer of the thesis firing at once.\n\nThe drone economy isn't coming. It's here 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": 0.05555557052219595, "ret_signed_m1d": 0.05555557052219595, "alpha_spy_m1d": 0.04337975975212882, "alpha_c_m1d": 0.04337975975212882, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01217581077006713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08662901000073908, "ret_signed_p1d": -0.08662901000073908, "alpha_spy_p1d": -0.0859255006830073, "alpha_c_p1d": -0.0859255006830073, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.0007035093177317764, "ret_p1w": -0.14689260666223236, "ret_signed_p1w": -0.14689260666223236, "alpha_spy_p1w": -0.15564565999035784, "alpha_c_p1w": -0.15564565999035784, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.008753053328125482, "ret_p1m": -0.10451974280965926, "ret_signed_p1m": -0.10451974280965926, "alpha_spy_p1m": -0.12570565520528143, "alpha_c_p1m": -0.12570565520528143, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.021185912395622175, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10451974280965926, "alpha_spy_stated": -0.12570565520528143, "alpha_c_stated": -0.12570565520528143, "price_path": [-0.0537, 0.0424, 0.0725, -0.0556, -0.0405, -0.0207, -0.0301, -0.016, -0.0508, 0.0047, -0.0565, -0.0104, -0.0122, -0.0744, -0.0847, -0.0574, -0.0744, -0.0273, -0.0433, -0.0085, 0.0621, 0.0198, 0.0122, -0.0527, 0.0264, 0.0056, -0.0292, -0.1111, -0.1714, -0.2326, -0.1488, -0.1704, -0.096, -0.096, -0.1036, -0.1026, -0.1102, -0.1394, -0.1403, -0.1083, -0.1149, -0.0556, -0.0395, -0.0584, 0.0104, 0.0235, 0.0414, -0.0075, -0.0066, 0.0311, -0.0132, -0.1064, -0.0546, -0.0282, -0.0838, -0.1215, -0.1205, -0.1629, -0.1469, -0.113, -0.1488, -0.1657, 0.0556, 0.0, -0.0866, -0.1408, -0.1186, -0.1356, -0.1469, -0.1469, -0.08, 0.0169, 0.2476, 0.2448, 0.2674, 0.2787, 0.0932, 0.1271, -0.0179, -0.0301, -0.0913, -0.1234, -0.0744, -0.1215, -0.1045, -0.1328, -0.1412, -0.1271, -0.1271, -0.1629, -0.1968, -0.2768, -0.2773, -0.2627, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059521140129718658", "ticker_idx": 0, "ts": "2026-05-27T06:24:38+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BTC $OUST $MSTR $ASST $SWC are my picks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author names BTC, OUST, MSTR, ASST, SWC as his picks in a market where S&P is at ATH but BTC hasn't run yet.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ZynxBTC $BTC $OUST $MSTR $ASST $SWC are my picks.", "reply_text": null, "parent_text": "You look around the market and everything is up wildly.\n\nThe S&amp;P 500 is at all time highs.\n\nThe only thing that hasn't had a significant run is the best performing asset since 2009.\n\nIt also happens to be the hardest asset.\n\nSo what do you buy?\n\nBitcoin is the only answer for me.", "quoted_text": null, "parent_author": "ZynxBTC", "ret_m1d": 0.019921140145113814, "ret_signed_m1d": 0.019921140145113814, "alpha_spy_m1d": 0.019747867962319754, "alpha_c_m1d": 0.019747867962319754, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.00017327218279405976, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010870289388891785, "ret_signed_p1d": -0.010870289388891785, "alpha_spy_p1d": -0.016386867989801712, "alpha_c_p1d": -0.016386867989801712, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.005516578600909927, "ret_p1w": -0.1389518755644369, "ret_signed_p1w": -0.1389518755644369, "alpha_spy_p1w": -0.14398875522352206, "alpha_c_p1w": -0.14398875522352206, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.0050368796590851694, "ret_p1m": -0.19669225552173464, "ret_signed_p1m": -0.19669225552173464, "alpha_spy_p1m": -0.17767952698795653, "alpha_c_p1m": -0.17767952698795653, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": -0.01901272853377811, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19669225552173464, "alpha_spy_stated": -0.17767952698795653, "alpha_c_stated": -0.17767952698795653, "price_path": [-0.1138, -0.0749, -0.0814, -0.022, -0.0471, -0.0835, -0.0799, -0.0594, -0.0557, -0.0518, -0.0454, 0.0069, -0.0057, -0.0417, -0.0596, -0.0514, -0.0461, -0.0515, -0.0408, -0.0747, -0.1077, -0.1029, -0.0822, -0.0843, -0.1003, -0.0997, -0.0738, -0.0323, -0.0433, -0.0347, -0.0184, 0.0019, -0.0022, 0.0062, 0.0109, 0.0374, 0.0206, 0.027, 0.0519, 0.0528, 0.0418, 0.0406, 0.027, 0.0193, 0.0264, 0.0516, 0.0738, 0.0885, 0.0953, 0.0762, 0.0786, 0.0993, 0.0825, 0.0663, 0.0902, 0.0635, 0.0351, 0.0324, 0.0419, 0.043, 0.0154, 0.0395, 0.0199, 0.0, -0.0109, -0.0131, -0.0407, -0.1028, -0.139, -0.1418, -0.1805, -0.1514, -0.1708, -0.1735, -0.145, -0.1453, -0.1083, -0.1176, -0.1335, -0.154, -0.1453, -0.1398, -0.1571, -0.1796, -0.1967, -0.1927, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059521140129718658", "ticker_idx": 1, "ts": "2026-05-27T06:24:38+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BTC $OUST $MSTR $ASST $SWC are my picks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author names BTC, OUST, MSTR, ASST, SWC as his picks in a market where S&P is at ATH but BTC hasn't run yet.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ZynxBTC $BTC $OUST $MSTR $ASST $SWC are my picks.", "reply_text": null, "parent_text": "You look around the market and everything is up wildly.\n\nThe S&amp;P 500 is at all time highs.\n\nThe only thing that hasn't had a significant run is the best performing asset since 2009.\n\nIt also happens to be the hardest asset.\n\nSo what do you buy?\n\nBitcoin is the only answer for me.", "quoted_text": null, "parent_author": "ZynxBTC", "ret_m1d": -0.03459187870521774, "ret_signed_m1d": -0.03459187870521774, "alpha_spy_m1d": -0.0347651508880118, "alpha_c_m1d": -0.03844164887122181, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.003849770166004074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04295721751855963, "ret_signed_p1d": -0.04295721751855963, "alpha_spy_p1d": -0.04847379611946956, "alpha_c_p1d": -0.0560787908516035, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.013121573333043868, "ret_p1w": -0.00610446440330259, "ret_signed_p1w": -0.00610446440330259, "alpha_spy_p1w": -0.011141344062387759, "alpha_c_p1w": -0.07008539811752645, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.06398093371422386, "ret_p1m": -0.054487901251519144, "ret_signed_p1m": -0.054487901251519144, "alpha_spy_p1m": -0.03547517271774103, "alpha_c_p1m": -0.05644036989303047, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": 0.001952468641511329, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.054487901251519144, "alpha_spy_stated": -0.03547517271774103, "alpha_c_stated": -0.05644036989303047, "price_path": [-0.5716, -0.5422, -0.5089, -0.494, -0.5211, -0.5417, -0.5354, -0.4942, -0.4404, -0.4899, -0.5146, -0.5184, -0.5164, -0.5311, -0.5239, -0.5467, -0.5211, -0.5349, -0.5428, -0.5634, -0.6007, -0.624, -0.5847, -0.579, -0.5593, -0.5593, -0.5634, -0.563, -0.5419, -0.5471, -0.5322, -0.5053, -0.4705, -0.4474, -0.4535, -0.4515, -0.3864, -0.3758, -0.3724, -0.4029, -0.362, -0.3914, -0.4092, -0.4226, -0.3905, -0.402, -0.3636, -0.3534, -0.3354, -0.4459, -0.4303, -0.3941, -0.3873, -0.2274, -0.2118, -0.2118, -0.305, -0.3281, -0.3021, -0.2066, -0.1628, -0.1628, -0.0346, 0.0, -0.043, 0.0411, 0.0158, 0.0407, -0.0061, 0.0647, -0.1029, -0.0757, -0.1291, -0.132, -0.1045, -0.1002, 0.0215, -0.0339, -0.0794, 0.0529, 0.0529, 0.078, 0.021, -0.0796, -0.0545, -0.05, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059521140129718658", "ticker_idx": 2, "ts": "2026-05-27T06:24:38+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BTC $OUST $MSTR $ASST $SWC are my picks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author names BTC, OUST, MSTR, ASST, SWC as his picks in a market where S&P is at ATH but BTC hasn't run yet.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ZynxBTC $BTC $OUST $MSTR $ASST $SWC are my picks.", "reply_text": null, "parent_text": "You look around the market and everything is up wildly.\n\nThe S&amp;P 500 is at all time highs.\n\nThe only thing that hasn't had a significant run is the best performing asset since 2009.\n\nIt also happens to be the hardest asset.\n\nSo what do you buy?\n\nBitcoin is the only answer for me.", "quoted_text": null, "parent_author": "ZynxBTC", "ret_m1d": 0.03715950610208085, "ret_signed_m1d": 0.03715950610208085, "alpha_spy_m1d": 0.03698623391928679, "alpha_c_m1d": 0.03698623391928679, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.00017327218279405976, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016601800319445026, "ret_signed_p1d": -0.016601800319445026, "alpha_spy_p1d": -0.022118378920354953, "alpha_c_p1d": -0.022118378920354953, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.005516578600909927, "ret_p1w": -0.17931254503049832, "ret_signed_p1w": -0.17931254503049832, "alpha_spy_p1w": -0.18434942468958349, "alpha_c_p1w": -0.18434942468958349, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.0050368796590851694, "ret_p1m": -0.4466277333345472, "ret_signed_p1m": -0.4466277333345472, "alpha_spy_p1m": -0.4276150048007691, "alpha_c_p1m": -0.4276150048007691, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": -0.01901272853377811, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4466277333345472, "alpha_spy_stated": -0.4276150048007691, "alpha_c_stated": -0.4276150048007691, "price_path": [-0.1602, -0.1073, -0.1396, -0.0503, -0.0933, -0.134, -0.0989, -0.1021, -0.1029, -0.1093, -0.0942, -0.0433, -0.0254, -0.0885, -0.1035, -0.1202, -0.1038, -0.1164, -0.0977, -0.1379, -0.1827, -0.2125, -0.1907, -0.2038, -0.2229, -0.2229, -0.1719, -0.1977, -0.168, -0.1643, -0.1658, -0.1416, -0.1089, -0.0691, -0.0341, 0.0799, 0.1077, 0.0634, 0.1632, 0.1185, 0.1091, 0.0973, 0.0746, 0.0259, 0.073, 0.149, 0.192, 0.2121, 0.2115, 0.1663, 0.2165, 0.2707, 0.196, 0.1545, 0.2125, 0.1506, 0.0806, 0.0676, 0.0753, 0.0691, 0.0369, 0.0369, 0.0372, 0.0, -0.0166, 0.0317, -0.0287, -0.1175, -0.1793, -0.161, -0.2189, -0.1751, -0.2411, -0.2519, -0.2208, -0.196, -0.1495, -0.2036, -0.2441, -0.2702, -0.2702, -0.2901, -0.3266, -0.3896, -0.4466, -0.4662, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059521140129718658", "ticker_idx": 3, "ts": "2026-05-27T06:24:38+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BTC $OUST $MSTR $ASST $SWC are my picks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author names BTC, OUST, MSTR, ASST, SWC as his picks in a market where S&P is at ATH but BTC hasn't run yet.", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ZynxBTC $BTC $OUST $MSTR $ASST $SWC are my picks.", "reply_text": null, "parent_text": "You look around the market and everything is up wildly.\n\nThe S&amp;P 500 is at all time highs.\n\nThe only thing that hasn't had a significant run is the best performing asset since 2009.\n\nIt also happens to be the hardest asset.\n\nSo what do you buy?\n\nBitcoin is the only answer for me.", "quoted_text": null, "parent_author": "ZynxBTC", "ret_m1d": 0.015712721180732414, "ret_signed_m1d": 0.015712721180732414, "alpha_spy_m1d": 0.015539448997938354, "alpha_c_m1d": 0.007350248706546658, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.008362472474185756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001122360163085756, "ret_signed_p1d": -0.001122360163085756, "alpha_spy_p1d": -0.006638938763995683, "alpha_c_p1d": 0.0017947675470888491, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": -0.002917127710174605, "ret_p1w": -0.17283950485143018, "ret_signed_p1w": -0.17283950485143018, "alpha_spy_p1w": -0.17787638451051535, "alpha_c_p1w": -0.16214327065157697, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": -0.010696234199853216, "ret_p1m": -0.3602693707205068, "ret_signed_p1m": -0.3602693707205068, "alpha_spy_p1m": -0.3412566421867287, "alpha_c_p1m": -0.4033894675074451, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": 0.04312009678693829, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3602693707205068, "alpha_spy_stated": -0.3412566421867287, "alpha_c_stated": -0.4033894675074451, "price_path": [-0.5544, -0.5101, -0.5325, -0.4602, -0.4809, -0.5118, -0.5224, -0.4961, -0.482, -0.5045, -0.4652, -0.3906, -0.3771, -0.4369, -0.4242, -0.4377, -0.4141, -0.4428, -0.3911, -0.4158, -0.447, -0.4742, -0.4377, -0.4299, -0.4529, -0.4529, -0.4321, -0.4801, -0.4248, -0.459, -0.4035, -0.3502, -0.3025, -0.2407, -0.2155, -0.124, -0.1235, -0.1409, -0.0651, -0.0909, -0.1134, -0.1195, -0.1425, -0.1914, -0.138, -0.0847, -0.0822, -0.0735, -0.0864, -0.1324, -0.1066, 0.0073, -0.0421, -0.0606, -0.0062, -0.0578, -0.1139, -0.0932, -0.0471, 0.0398, 0.0219, 0.0219, 0.0157, 0.0, -0.0011, -0.0084, -0.0348, -0.0954, -0.1728, -0.1571, -0.2189, -0.1465, -0.2026, -0.1902, -0.1818, -0.1498, -0.0645, -0.1139, -0.1336, -0.1667, -0.1667, -0.1689, -0.2172, -0.2957, -0.3603, -0.3636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028478433374994504", "ticker_idx": 0, "ts": "2026-03-02T14:32:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rocket Lab's defense backlog just became more valuable overnight.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish defense small-caps RKLB, ONDS, AVAV, OSS as US-Israel strike on Iran and Hormuz closure accelerate defense/space catalysts despite broad market selloff.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The world changed this weekend.  \nUS and Israel struck Iran. 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{"unit_id": "orig:2028478433374994504", "ticker_idx": 1, "ts": "2026-03-02T14:32:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Drone autonomy for defense. $170-180M revenue target. Counter-drone tech demand just accelerated.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish defense small-caps RKLB, ONDS, AVAV, OSS as US-Israel strike on Iran and Hormuz closure accelerate defense/space catalysts despite broad market selloff.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "The world changed this weekend.  \nUS and Israel struck Iran. 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{"unit_id": "orig:2028478433374994504", "ticker_idx": 2, "ts": "2026-03-02T14:32:00+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The blue-chip drone play. $186M contract just awarded. LOCUST counter-drone system already deployed. This is the name institutions buy first.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish defense small-caps RKLB, ONDS, AVAV, OSS as US-Israel strike on Iran and Hormuz closure accelerate defense/space catalysts despite broad market selloff.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The world changed this weekend.  \nUS and Israel struck Iran. The Supreme Leader is dead.\nThe Strait of Hormuz is effectively closed.  \n\nMarkets are selling off across the board. S&P futures down ~1%.  \n\nBut here's what you're missing — what this means for defense and space:  \n\n$RKLB — $816M SDA contract. Space surveillance becomes critical when the Middle East is on fire. 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{"unit_id": "orig:2028478433374994504", "ticker_idx": 3, "ts": "2026-03-02T14:32:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Edge computing for the Navy. When carriers deploy, they need real-time AI processing.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish defense small-caps RKLB, ONDS, AVAV, OSS as US-Israel strike on Iran and Hormuz closure accelerate defense/space catalysts despite broad market selloff.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "The world changed this weekend.  \nUS and Israel struck Iran. The Supreme Leader is dead.\nThe Strait of Hormuz is effectively closed.  \n\nMarkets are selling off across the board. S&P futures down ~1%.  \n\nBut here's what you're missing — what this means for defense and space:  \n\n$RKLB — $816M SDA contract. Space surveillance becomes critical when the Middle East is on fire. Rocket Lab's defense backlog just became more valuable overnight.  \n$ONDS — Drone autonomy for defense. $170-180M revenue target. Counter-drone tech demand just accelerated.  \n$AVAV — The blue-chip drone play. $186M contract just awarded. LOCUST counter-drone system already deployed. Earnings March 10. This is the name institutions buy first.  \n$OSS — Edge computing for the Navy. When carriers deploy, they need real-time AI processing.  \n\nThe selloff is real. But the catalysts for defense small-caps just got stronger.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.042898537456125485, "ret_signed_m1d": -0.042898537456125485, "alpha_spy_m1d": -0.04233033750481041, "alpha_c_m1d": -0.03730882945542091, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.005589708000704574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0388405841329823, "ret_signed_p1d": -0.0388405841329823, "alpha_spy_p1d": -0.030026333220496637, "alpha_c_p1d": -0.02422116231747873, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.014619421815503575, "ret_p1w": 0.03188401374264038, "ret_signed_p1w": 0.03188401374264038, "alpha_spy_p1w": 0.04369964054648079, "alpha_c_p1w": 0.030307390084998387, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": 0.0015766236576419956, "ret_p1m": -0.12231882067694178, "ret_signed_p1m": -0.12231882067694178, "alpha_spy_p1m": -0.07239911154954615, "alpha_c_p1m": -0.07591809474824052, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04640072592870126, "ret_p3m": 1.076521721439085, "ret_signed_p3m": 1.076521721439085, "alpha_spy_p3m": 0.9741282640702174, "alpha_c_p3m": 0.7358141492279566, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.34070757221112835, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12231882067694178, "alpha_spy_stated": -0.07239911154954615, "alpha_c_stated": -0.07591809474824052, "price_path": [-0.2846, -0.2394, -0.1907, -0.1455, -0.1223, -0.1038, -0.091, -0.1223, -0.2058, -0.1907, -0.2139, -0.1687, -0.1478, -0.1583, -0.1409, -0.1617, -0.1617, -0.1664, -0.1745, -0.171, -0.1675, -0.1675, -0.2116, -0.2, -0.2533, -0.0875, 0.0191, -0.0643, 0.2116, 0.3101, 0.3554, 0.258, 0.2359, 0.2359, 0.2499, 0.353, 0.3148, 0.229, 0.1733, 0.2186, 0.2012, 0.2313, 0.1467, 0.1072, 0.1061, 0.0388, -0.0667, 0.0713, 0.1188, 0.1038, 0.0957, -0.0087, 0.0087, 0.0087, -0.04, -0.0319, 0.222, 0.127, 0.0516, 0.0667, 0.0493, 0.0586, -0.0429, 0.0, -0.0388, -0.0272, -0.0168, -0.0249, 0.0319, 0.0933, 0.149, 0.1768, 0.1687, 0.1838, 0.2394, 0.3032, 0.1907, 0.0226, 0.0678, 0.0481, 0.0528, -0.0099, -0.1113, -0.1641, -0.1223, -0.1583, -0.1142, -0.1142, -0.1049, -0.1165, -0.0759, -0.0922, -0.0957, 0.0272, 0.0157, 0.1397, 0.1316, 0.1501, 0.1733, 0.1513, 0.2058, 0.1339, 0.1258, 0.1536, 0.0748, 0.0191, 0.1003, 0.1629, 0.1316, 0.1328, 0.7774, 0.7507, 0.818, 0.8458, 0.8029, 0.8388, 0.9988, 0.9096, 0.8539, 0.7867, 0.8191, 0.9142, 1.0672, 1.0672, 1.022, 1.0359, 1.0765, 1.1078, 1.1983, 1.313, 1.2052, 1.1913, 0.9583, 0.9119, 0.8214, 0.8272, 0.9525, 0.9304, 0.9977, 1.0916, 1.1078, 1.138, 1.138, 1.109, 0.9733, 0.8678, 0.8783, 0.8829, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056694843477315602", "ticker_idx": 0, "ts": "2026-05-19T11:13:56+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gives $OUST a further domestic advantage over Chinese competitors!", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish OUST on upcoming SAFE Lidar Act + BUILD America 250 Act giving domestic advantage over Chinese rivals.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay Big macro catalyst potentially upcoming alongside the safe Lidar act this year also!\n\nBUILD America 250 Act @StockSavvyShay \n\nGives $OUST a further domestic advantage over Chinese competitors!", "reply_text": null, "parent_text": "$OUST partnered with Fujifilm to bring native color lidar to its Rev8 OS digital lidar family.\n\nCombining 3D depth and color in one sensor should make the data more useful for mapping, robotics, AI training and object recognition. https://t.co/VahkoRlJb1", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.03432033921028199, "ret_signed_m1d": 0.03432033921028199, "alpha_spy_m1d": 0.027614887530116095, "alpha_c_m1d": 0.027855310971584002, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03869453406622925, "ret_signed_p1d": 0.03869453406622925, "alpha_spy_p1d": 0.028445539483665794, "alpha_c_p1d": 0.01618241208316684, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.4367429929163047, "ret_signed_p1w": 0.4367429929163047, "alpha_spy_p1w": 0.4137644653401533, "alpha_c_p1w": 0.3680521229950926, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.37012120328030607, "ret_signed_p1m": 0.37012120328030607, "alpha_spy_p1m": 0.36026743687008045, "alpha_c_p1m": 0.2976206113456963, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37012120328030607, "alpha_spy_stated": 0.36026743687008045, "alpha_c_stated": 0.2976206113456963, "price_path": [-0.358, -0.3735, -0.3923, -0.3725, -0.3338, -0.3395, -0.3624, -0.3186, -0.2692, -0.247, -0.2873, -0.318, -0.3085, -0.2473, -0.1672, -0.2409, -0.2776, -0.2833, -0.2803, -0.3022, -0.2914, -0.3254, -0.2873, -0.3079, -0.3197, -0.3503, -0.4058, -0.4404, -0.3819, -0.3735, -0.3442, -0.3442, -0.3503, -0.3496, -0.3183, -0.326, -0.3038, -0.2638, -0.212, -0.1777, -0.1867, -0.1837, -0.0868, -0.071, -0.0659, -0.1114, -0.0505, -0.0942, -0.1208, -0.1406, -0.0929, -0.11, -0.0528, -0.0377, -0.0109, -0.1753, -0.1521, -0.0983, -0.0882, 0.1497, 0.1729, 0.1729, 0.0343, 0.0, 0.0387, 0.1807, 0.246, 0.246, 0.4367, 0.4882, 0.4243, 0.5495, 0.5118, 0.5488, 0.4791, 0.5845, 0.3351, 0.3755, 0.2961, 0.2917, 0.3328, 0.3392, 0.5202, 0.4378, 0.3701, 0.567, 0.567, 0.6043, 0.5195, 0.3698, 0.4071, 0.4139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061091595747737844", "ticker_idx": 0, "ts": "2026-05-31T14:25:04+00:00", "symbol": "FTC.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the bid can't arrive until the mapping does", "tweet_type": "analysis", "timeline": "months", "summary": "Long SpaceX proxies FTC, Sphere, SATS, and RDW ahead of SpaceX IPO as institutional mapping/bid front-runs the listing.", "resolved_tickers": ["FTC.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "The FT ran a piece friday on the \"speculative frenzy\" into SpaceX proxies ahead of the june IPO.\nNet $14bn has flowed into funds holding SpaceX slices since December.\n\nThree names in their coverage we'd already filtered into our supply chain breakdown:\n1. $FTC Filtronic - $115m+ contracted from SpaceX, every production line occupied, AIM-listed so passive US capital structurally can't own it yet. up 100%+ ytd per the FT. that last part is the whole thesis: the bid can't arrive until the mapping does.\n2. Sphere - $1.05bn 10yr nickel superalloy deal, KOSDAQ-only, no ADR. also up 100%+. uninvestable for almost everyone reading the FT, which is exactly why it's mispriced. $IBKR \n3. $SATS echostar - the one the FT called \"unusual.\" ~$11bn in SpaceX equity sitting inside a leveraged telecom shell. strip the stake out and the legacy business implies ~2.5x EBITDA vs peers at 6-8x. \"unusual\" is FT-speak for \"not yet modeled.\"\n\nHere's the reframe: we said the supply chain mapping would happen after the IPO. the ETF spaghetti-cannon and the FT itself are doing it pre-listing. the institutional bid is front-running its own event. \n$MARS  $UFO $NASA lead the way.\n\nHonourable mention to $RDW - the FT flagged it as retail's favourite proxy, record buying the week of the announcement.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/WQrAJrxgrU", "parent_author": null, "ret_m1d": -0.012658227848101222, "ret_signed_m1d": -0.012658227848101222, "alpha_spy_m1d": -0.009942509596125415, "alpha_c_m1d": -0.01236390209260041, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.00029432575550081275, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08860759493670889, "ret_signed_p1d": -0.08860759493670889, "alpha_spy_p1d": -0.08996553473398516, "alpha_c_p1d": -0.0967042351266112, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.008096640189902304, "ret_p1w": -0.012658227848101222, "ret_signed_p1w": -0.012658227848101222, "alpha_spy_p1w": 0.01281179534650756, "alpha_c_p1w": -0.0033840563882272523, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.00927417145987397, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4987, -0.5063, -0.5152, -0.5468, -0.5165, -0.5, -0.5063, -0.5139, -0.5304, -0.5266, -0.5329, -0.5709, -0.5924, -0.5696, -0.5696, -0.5342, -0.5367, -0.5266, -0.5241, -0.5139, -0.4911, -0.481, -0.481, -0.481, -0.4835, -0.4633, -0.4835, -0.4937, -0.4962, -0.4785, -0.4532, -0.4405, -0.4101, -0.3797, -0.3671, -0.319, -0.2835, -0.2506, -0.3228, -0.3342, -0.3165, -0.2633, -0.2734, -0.2734, -0.1139, -0.1392, 0.0253, -0.038, -0.0519, -0.0937, 0.0203, 0.0329, 0.0253, 0.0405, 0.138, 0.1873, 0.0253, -0.0405, -0.0405, 0.038, -0.0152, -0.0759, -0.0127, 0.0, -0.0886, -0.2734, -0.1747, -0.1392, -0.0127, -0.1392, -0.2025, -0.2152, -0.1772, -0.1481, -0.0468, -0.0633, -0.0633, -0.0456, -0.038, -0.1392, -0.2152, -0.2911, -0.4177, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061091595747737844", "ticker_idx": 2, "ts": "2026-05-31T14:25:04+00:00", "symbol": "SATS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "strip the stake out and the legacy business implies ~2.5x EBITDA vs peers at 6-8x. \"unusual\" is FT-speak for \"not yet modeled\"", "tweet_type": "analysis", "timeline": "months", "summary": "Long SpaceX proxies FTC, Sphere, SATS, and RDW ahead of SpaceX IPO as institutional mapping/bid front-runs the listing.", "resolved_tickers": ["SATS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "quote", "lang": "en", "tweet_text": "The FT ran a piece friday on the \"speculative frenzy\" into SpaceX proxies ahead of the june IPO.\nNet $14bn has flowed into funds holding SpaceX slices since December.\n\nThree names in their coverage we'd already filtered into our supply chain breakdown:\n1. $FTC Filtronic - $115m+ contracted from SpaceX, every production line occupied, AIM-listed so passive US capital structurally can't own it yet. up 100%+ ytd per the FT. that last part is the whole thesis: the bid can't arrive until the mapping does.\n2. Sphere - $1.05bn 10yr nickel superalloy deal, KOSDAQ-only, no ADR. also up 100%+. uninvestable for almost everyone reading the FT, which is exactly why it's mispriced. $IBKR \n3. $SATS echostar - the one the FT called \"unusual.\" ~$11bn in SpaceX equity sitting inside a leveraged telecom shell. strip the stake out and the legacy business implies ~2.5x EBITDA vs peers at 6-8x. \"unusual\" is FT-speak for \"not yet modeled.\"\n\nHere's the reframe: we said the supply chain mapping would happen after the IPO. the ETF spaghetti-cannon and the FT itself are doing it pre-listing. the institutional bid is front-running its own event. \n$MARS  $UFO $NASA lead the way.\n\nHonourable mention to $RDW - the FT flagged it as retail's favourite proxy, record buying the week of the announcement.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/WQrAJrxgrU", "parent_author": null, "ret_m1d": 0.01412653490522886, "ret_signed_m1d": 0.01412653490522886, "alpha_spy_m1d": 0.016842253157204667, "alpha_c_m1d": 0.013434523603061299, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.0006920113021675611, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030371960232304374, "ret_signed_p1d": -0.030371960232304374, "alpha_spy_p1d": -0.03172990002958065, "alpha_c_p1d": -0.0127264329152591, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": -0.017645527317045273, "ret_p1w": -0.08475902980349792, "ret_signed_p1w": -0.08475902980349792, "alpha_spy_p1w": -0.05928900660888914, "alpha_c_p1w": -0.04566201225377631, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.03909701754972161, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1051, -0.13, -0.1662, -0.1373, -0.1485, -0.1196, -0.1547, -0.1497, -0.1027, -0.1189, -0.1544, -0.1437, -0.138, -0.1407, -0.1301, -0.0655, -0.1257, -0.0958, -0.1192, -0.0812, -0.0535, 0.0099, 0.0099, -0.0037, -0.0208, -0.0361, -0.0575, 0.0092, -0.0147, 0.0239, 0.0312, 0.0399, 0.0454, 0.0604, -0.0279, -0.0397, -0.0463, -0.0779, -0.0454, -0.0292, -0.06, -0.0336, -0.0333, -0.0556, -0.0791, -0.0131, -0.0377, -0.0021, 0.0135, 0.0154, 0.0456, 0.0604, 0.077, 0.0709, 0.0714, 0.1129, 0.008, -0.0253, -0.0253, -0.0337, -0.0389, 0.0286, 0.0141, 0.0, -0.0304, -0.051, -0.0218, -0.0874, -0.0848, -0.0836, -0.0956, 0.0056, -0.1047, -0.075, -0.0506, -0.1234, -0.1432, -0.1432, -0.165, -0.1845, -0.2163, -0.2372, -0.2357, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061091595747737844", "ticker_idx": 3, "ts": "2026-05-31T14:25:04+00:00", "symbol": "RDW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the FT flagged it as retail's favourite proxy, record buying the week of the announcement", "tweet_type": "analysis", "timeline": "months", "summary": "Long SpaceX proxies FTC, Sphere, SATS, and RDW ahead of SpaceX IPO as institutional mapping/bid front-runs the listing.", "resolved_tickers": ["RDW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "The FT ran a piece friday on the \"speculative frenzy\" into SpaceX proxies ahead of the june IPO.\nNet $14bn has flowed into funds holding SpaceX slices since December.\n\nThree names in their coverage we'd already filtered into our supply chain breakdown:\n1. $FTC Filtronic - $115m+ contracted from SpaceX, every production line occupied, AIM-listed so passive US capital structurally can't own it yet. up 100%+ ytd per the FT. that last part is the whole thesis: the bid can't arrive until the mapping does.\n2. Sphere - $1.05bn 10yr nickel superalloy deal, KOSDAQ-only, no ADR. also up 100%+. uninvestable for almost everyone reading the FT, which is exactly why it's mispriced. $IBKR \n3. $SATS echostar - the one the FT called \"unusual.\" ~$11bn in SpaceX equity sitting inside a leveraged telecom shell. strip the stake out and the legacy business implies ~2.5x EBITDA vs peers at 6-8x. \"unusual\" is FT-speak for \"not yet modeled.\"\n\nHere's the reframe: we said the supply chain mapping would happen after the IPO. the ETF spaghetti-cannon and the FT itself are doing it pre-listing. the institutional bid is front-running its own event. \n$MARS  $UFO $NASA lead the way.\n\nHonourable mention to $RDW - the FT flagged it as retail's favourite proxy, record buying the week of the announcement.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/WQrAJrxgrU", "parent_author": null, "ret_m1d": 0.18810441645278164, "ret_signed_m1d": 0.18810441645278164, "alpha_spy_m1d": 0.19082013470475745, "alpha_c_m1d": 0.18387006566799746, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": 0.00423435078478418, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004835608316925311, "ret_signed_p1d": -0.004835608316925311, "alpha_spy_p1d": -0.006193548114201586, "alpha_c_p1d": -0.01521848061465858, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.01038287229773327, "ret_p1w": -0.10203097578405129, "ret_signed_p1w": -0.10203097578405129, "alpha_spy_p1w": -0.07656095258944251, "alpha_c_p1w": -0.1091655960025174, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": 0.0071346202184661145, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5513, -0.5614, -0.5866, -0.5334, -0.5537, -0.5426, -0.5416, -0.5363, -0.5387, -0.5102, -0.5382, -0.5343, -0.5551, -0.5464, -0.5624, -0.5571, -0.5711, -0.6054, -0.6272, -0.589, -0.5609, -0.5295, -0.5295, -0.5208, -0.5334, -0.5353, -0.5542, -0.5508, -0.5169, -0.5256, -0.5208, -0.4574, -0.5, -0.5063, -0.5015, -0.4231, -0.5145, -0.5319, -0.5488, -0.5629, -0.5841, -0.5556, -0.5484, -0.5822, -0.5798, -0.5338, -0.5551, -0.4647, -0.412, -0.441, -0.4458, -0.3235, -0.3201, -0.325, -0.3274, -0.2858, -0.2577, -0.1543, -0.1543, 0.0658, 0.1605, 0.2524, 0.1881, 0.0, -0.0048, -0.0996, 0.0363, -0.1078, -0.102, -0.2384, -0.2809, -0.1736, -0.2689, -0.2829, -0.3472, -0.3056, -0.3061, -0.3061, -0.3704, -0.4091, -0.4497, -0.4778, -0.4715, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066142383633215982", "ticker_idx": 0, "ts": "2026-06-14T12:55:05+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like $IREN holders have a lot to look forward to.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on IREN; holders have a lot to look forward to.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Fantastic article from Lando here.\n\nLooks like $IREN holders have a lot to look forward to.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/F3M9COhcXt", "parent_author": null, "ret_m1d": -0.017748529883969244, "ret_signed_m1d": -0.017748529883969244, "alpha_spy_m1d": -0.0004201284985532183, "alpha_c_m1d": -0.013641012856213441, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004107517027755803, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027444506340547292, "ret_signed_p1d": -0.027444506340547292, "alpha_spy_p1d": -0.02148294349631319, "alpha_c_p1d": -0.04219433053638855, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.014749824195841255, "ret_p1w": -0.06540673199735547, "ret_signed_p1w": -0.06540673199735547, "alpha_spy_p1w": -0.05411642144612372, "alpha_c_p1w": -0.0715327716612324, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.0061260396638769254, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3063, -0.3154, -0.3214, -0.3071, -0.3242, -0.3191, -0.3846, -0.4233, -0.4804, -0.4366, -0.4398, -0.4286, -0.4286, -0.4227, -0.4127, -0.3947, -0.391, -0.3538, -0.2922, -0.2215, -0.1977, -0.2161, -0.2092, -0.1993, -0.2577, -0.2048, -0.1451, -0.1678, -0.2053, -0.2697, -0.2956, -0.2521, -0.2496, -0.1869, -0.1004, 0.0021, -0.0657, 0.0058, -0.0937, -0.0705, -0.0933, -0.0403, -0.13, -0.1707, -0.2154, -0.1338, -0.0459, -0.0661, -0.0661, -0.0176, 0.1149, 0.0526, 0.0442, 0.0736, 0.0945, 0.0761, 0.0166, -0.1068, -0.0273, -0.1122, -0.1533, -0.068, -0.0177, 0.0, -0.0274, -0.045, -0.0146, -0.0146, -0.0654, -0.1007, -0.1734, -0.2154, -0.2242, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044061809947107578", "ticker_idx": 0, "ts": "2026-04-14T14:34:46+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS looks exhausted and blocked at $160", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Rotation call: NBIS exhausted at $160, IREN poised to run next.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "THE GREAT $NBIS -&gt; $IREN ROTATION\n\n$NBIS looks exhausted and blocked at $160.\n\nTime for $IREN to have its run… https://t.co/VmB6HGamJy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04557246369983703, "ret_signed_m1d": 0.04557246369983703, "alpha_spy_m1d": 0.033534270397217125, "alpha_c_m1d": 0.03064456253624126, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01492790116359577, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02982587228749911, "ret_signed_p1d": -0.02982587228749911, "alpha_spy_p1d": -0.021934903060455202, "alpha_c_p1d": -0.022962422686465978, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.006863449601033134, "ret_p1w": -0.03328392804982616, "ret_signed_p1w": 0.03328392804982616, "alpha_spy_p1w": 0.047136410727283695, "alpha_c_p1w": 0.038431548063069365, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.005147620013243204, "ret_p1m": 0.27991849541595615, "ret_signed_p1m": -0.27991849541595615, "alpha_spy_p1m": -0.21101612022126592, "alpha_c_p1m": -0.2782026002032296, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.001715895212726526, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27991849541595615, "alpha_spy_stated": -0.21101612022126592, "alpha_c_stated": -0.2782026002032296, "price_path": [-0.3585, -0.3286, -0.3286, -0.3869, -0.3895, -0.4019, -0.4165, -0.4352, -0.3956, -0.3798, -0.4139, -0.4739, -0.4556, -0.4445, -0.4912, -0.5438, -0.4683, -0.4265, -0.4332, -0.4528, -0.4459, -0.3948, -0.3948, -0.3978, -0.3714, -0.3355, -0.3953, -0.3787, -0.3666, -0.3447, -0.3524, -0.4369, -0.438, -0.464, -0.3962, -0.4093, -0.4484, -0.4137, -0.4045, -0.3084, -0.3328, -0.3025, -0.1982, -0.2816, -0.2679, -0.2496, -0.2737, -0.2951, -0.2904, -0.2893, -0.3456, -0.3774, -0.4303, -0.3593, -0.3704, -0.328, -0.328, -0.3051, -0.275, -0.2281, -0.1581, -0.1048, -0.0456, 0.0, 0.0298, 0.021, -0.0296, -0.0172, -0.0333, -0.0358, -0.03, -0.0913, -0.1049, -0.1632, -0.1281, -0.1464, -0.046, 0.0894, 0.0863, 0.2047, 0.141, 0.0933, 0.1492, 0.106, 0.2799, 0.3656, 0.3582, 0.2342, 0.221, 0.1845, 0.3581, 0.3262, 0.3262, 0.2848, 0.2867, 0.3977, 0.427, 0.6334, 0.6091, 0.5542, 0.6035, 0.4068, 0.3462, 0.3593, 0.3072, 0.3724, 0.4349, 0.606, 0.637, 0.7347, 0.7703, 0.7703, 0.7513, 0.6997, 0.6034, 0.5847, 0.4839, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044061809947107578", "ticker_idx": 1, "ts": "2026-04-14T14:34:46+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time for $IREN to have its run…", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Rotation call: NBIS exhausted at $160, IREN poised to run next.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "THE GREAT $NBIS -&gt; $IREN ROTATION\n\n$NBIS looks exhausted and blocked at $160.\n\nTime for $IREN to have its run… https://t.co/VmB6HGamJy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09077473789357038, "ret_signed_m1d": -0.09077473789357038, "alpha_spy_m1d": -0.07873654459095047, "alpha_c_m1d": -0.0884572754849664, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.0023174624086039763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030610107570921974, "ret_signed_p1d": 0.030610107570921974, "alpha_spy_p1d": 0.022719138343878065, "alpha_c_p1d": 0.023078262331308608, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.007531845239613366, "ret_p1w": -0.04644291350107321, "ret_signed_p1w": -0.04644291350107321, "alpha_spy_p1w": -0.06029539617853075, "alpha_c_p1w": -0.056485398463664516, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.010042484962591303, "ret_p1m": 0.16466116556760912, "ret_signed_p1m": 0.16466116556760912, "alpha_spy_p1m": 0.0957587903729189, "alpha_c_p1m": 0.17991795943188948, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": -0.01525679386428036, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16466116556760912, "alpha_spy_stated": 0.0957587903729189, "alpha_c_stated": 0.17991795943188948, "price_path": [0.0954, 0.2206, 0.2206, 0.1455, 0.129, 0.1032, 0.1965, 0.1053, 0.2664, 0.3287, 0.2632, 0.1345, 0.1205, 0.1482, -0.0513, -0.16, -0.117, -0.0258, -0.0937, -0.0992, -0.155, -0.1087, -0.1087, -0.1351, -0.1117, -0.0861, -0.156, -0.1058, -0.0405, -0.0705, -0.0661, -0.1355, -0.1262, -0.1799, -0.0745, -0.1529, -0.2252, -0.1801, -0.1953, -0.1138, -0.1267, -0.1222, -0.0513, -0.0931, -0.1089, -0.1205, -0.1284, -0.11, -0.1319, -0.1254, -0.2094, -0.2592, -0.3325, -0.2763, -0.2803, -0.266, -0.266, -0.2584, -0.2455, -0.2225, -0.2176, -0.1699, -0.0908, 0.0, 0.0306, 0.007, 0.0158, 0.0285, -0.0464, 0.0215, 0.0982, 0.069, 0.0209, -0.0619, -0.0952, -0.0393, -0.0361, 0.0445, 0.1556, 0.2873, 0.2001, 0.292, 0.1642, 0.194, 0.1647, 0.2328, 0.1176, 0.0652, 0.0078, 0.1127, 0.2257, 0.1997, 0.1997, 0.262, 0.4321, 0.3521, 0.3414, 0.3791, 0.406, 0.3823, 0.3059, 0.1474, 0.2495, 0.1404, 0.0876, 0.1972, 0.2618, 0.2846, 0.2493, 0.2267, 0.2658, 0.2658, 0.2005, 0.1552, 0.0619, 0.0078, -0.0034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2060466208290513232", "ticker_idx": 0, "ts": "2026-05-29T21:00:00+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The re-rating hasn't finished.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish P (Pure Storage): post-earnings 20% selloff is an overreaction; Evergreen//One growing 73%, ARR >$2B, RPO up 41% — re-rating has further to run.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Most people read the $P earnings and saw a storage beat. Then sold it off 20%. But I think this was an incredible overreaction the https://t.co/LjkbTGxm38 fact, here's why I think $P is more bullish than ever.\n\nEvergreen//One - their storage-as-a-service arm - grew 73% last quarter. Not because of AI hype. Because enterprise CFOs are terrified of hardware quotes that expire in 30 days. The CEO said he's never seen a supply chain like this in 40 years.\n\nThink about what that means for buying behaviour. You're a CTO. Component costs are moving faster than your procurement cycle. Your vendor won't give you a fixed price until shipment. Do you buy capex? Or do you lock in a multi-year contract and let someone else absorb the volatility? That's why Evergreen//One is growing at 3x the rate of the core subscription business.\n\nThe market priced $P as a supply chain victim. The actual story is a business model shift accelerating inside the crisis. ARR crossed $2B. RPO up 41%. Customers are locking in. Stock's up 8% today. 12% off the post-earnings low.\nThe re-rating hasn't finished.\n$P", "reply_text": null, "parent_text": null, "quoted_text": "$P Everpure was down 20% today after earnings came out yesterday.\n\nShould you panic as an investor?\nLet's see what the earnings actually said.\n\n1. Revenue:$1.1B - up 35% YoY. Product revenue $577M, up 55%. Subscription services $476M, up 17%. RPO $3.8B, up 41% - that's future https://t.co/GTHo3S0d89", "parent_author": null, "ret_m1d": -0.058496092250179155, "ret_signed_m1d": -0.058496092250179155, "alpha_spy_m1d": -0.05578037399820335, "alpha_c_m1d": -0.03428282256366011, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.024213269686519046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01740667429756715, "ret_signed_p1d": -0.01740667429756715, "alpha_spy_p1d": -0.018764614094843424, "alpha_c_p1d": -0.029922079265614743, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.012515404968047594, "ret_p1w": -0.12646537230452892, "ret_signed_p1w": -0.12646537230452892, "alpha_spy_p1w": -0.10099534910992014, "alpha_c_p1w": -0.06731130951344211, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.059154062791086814, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2734, -0.2761, -0.2789, -0.2555, -0.2772, -0.2648, -0.2777, -0.2718, -0.2558, -0.2488, -0.2375, -0.225, -0.2584, -0.2367, -0.2285, -0.2247, -0.2654, -0.3016, -0.3252, -0.3009, -0.2769, -0.2602, -0.2602, -0.2757, -0.2671, -0.2629, -0.2873, -0.2784, -0.251, -0.2422, -0.2316, -0.1972, -0.207, -0.1948, -0.1809, -0.1787, -0.1713, -0.1542, -0.1241, -0.1601, -0.1674, -0.1539, -0.1519, -0.1385, -0.1163, -0.1187, -0.0995, -0.0745, 0.0342, -0.0133, -0.0002, -0.0077, -0.0387, -0.0874, -0.0997, -0.0772, -0.0645, 0.0326, 0.0326, 0.0462, 0.0153, -0.1351, -0.0585, 0.0, -0.0174, -0.0427, -0.0703, -0.1454, -0.1265, -0.1711, -0.2122, -0.1789, -0.1438, -0.1155, -0.1325, -0.1395, -0.1165, -0.1165, -0.0877, -0.1432, -0.138, -0.1511, -0.1811, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053064067019890904", "ticker_idx": 0, "ts": "2026-05-09T10:46:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the structural case says it moved because the market is starting to understand what my subscribers read on Wednesday", "tweet_type": "prediction", "timeline": "quarters", "summary": "Structural HBM capacity squeeze means no DRAM oversupply before 2027; long MU and SK Hynix on tightening memory supply across the entire stack.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU is up 20% since I published a breakdown for subscribers explaining why it'll keep running.\n\nthe mechanism most people are missing:\n\nproducing one bit of HBM requires 3x the wafer capacity of standard DDR5. manufacturers aren't producing less memory - they're producing different memory.\n\nand that different memory is consuming the capacity that used to supply everything else.\n\nmore AI investment = tighter supply for PCs, smartphones, data centres. simultaneously. across the entire memory stack.\n\nthis is why the cycle isn't resolving the way every previous DRAM cycle resolved. there's no oversupply coming from the same fabs. the fabs are full - just full of something else.\n\nSK hynix is allocating 33% of total wafer capacity to HBM by 2026. that capacity is not coming back to standard DRAM. Meta alone guided $72B capex this year. Microsoft, Google, Amazon on similar trajectories. this demand isn't discretionary.\n\nrelief on the supply side isn't realistic before 2027 at the earliest.\n\n$MU moved 20% in a week. the structural case says it moved because the market is starting to understand what my subscribers read on Wednesday.\n\n$MU $000660 $DRAM $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06100614649097169, "ret_signed_m1d": -0.06100614649097169, "alpha_spy_m1d": -0.05873375895445532, "alpha_c_m1d": -0.04405343081253743, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03614851619104964, "ret_signed_p1d": -0.03614851619104964, "alpha_spy_p1d": -0.03463356357646308, "alpha_c_p1d": -0.010016750956380771, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1430727328497723, "ret_signed_p1w": -0.1430727328497723, "alpha_spy_p1w": -0.14219354218856162, "alpha_c_p1w": -0.09075709622749217, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.1767316642629817, "ret_signed_p1m": 0.1767316642629817, "alpha_spy_p1m": 0.17977506112064068, "alpha_c_p1m": 0.15122453742273168, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4843, -0.4797, -0.4826, -0.4826, -0.4976, -0.4709, -0.4755, -0.4619, -0.4709, -0.4746, -0.4608, -0.4777, -0.4817, -0.4814, -0.5228, -0.4963, -0.501, -0.5346, -0.5107, -0.4934, -0.4738, -0.4906, -0.4644, -0.4447, -0.4197, -0.4197, -0.4416, -0.4685, -0.4918, -0.5029, -0.5198, -0.5533, -0.551, -0.5954, -0.5752, -0.5375, -0.5395, -0.5395, -0.525, -0.5253, -0.4886, -0.47, -0.4712, -0.4637, -0.4145, -0.4264, -0.4251, -0.4278, -0.4362, -0.435, -0.3871, -0.3943, -0.3755, -0.3404, -0.3659, -0.3481, -0.3498, -0.3183, -0.2752, -0.1951, -0.1619, -0.187, -0.061, 0.0, -0.0361, 0.0104, -0.0243, -0.0889, -0.1431, -0.1214, -0.0796, -0.0418, -0.0557, -0.0557, 0.1264, 0.1673, 0.1612, 0.2209, 0.302, 0.3379, 0.3574, 0.2523, 0.0864, 0.1936, 0.1767, 0.1214, 0.2521, 0.2342, 0.368, 0.2834, 0.3116, 0.4258, 0.4258, 0.5231, 0.3224, 0.3183, 0.5259, 0.4237, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053064067019890904", "ticker_idx": 1, "ts": "2026-05-09T10:46:32+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK hynix is allocating 33% of total wafer capacity to HBM by 2026. that capacity is not coming back to standard DRAM", "tweet_type": "prediction", "timeline": "quarters", "summary": "Structural HBM capacity squeeze means no DRAM oversupply before 2027; long MU and SK Hynix on tightening memory supply across the entire stack.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU is up 20% since I published a breakdown for subscribers explaining why it'll keep running.\n\nthe mechanism most people are missing:\n\nproducing one bit of HBM requires 3x the wafer capacity of standard DDR5. manufacturers aren't producing less memory - they're producing different memory.\n\nand that different memory is consuming the capacity that used to supply everything else.\n\nmore AI investment = tighter supply for PCs, smartphones, data centres. simultaneously. across the entire memory stack.\n\nthis is why the cycle isn't resolving the way every previous DRAM cycle resolved. there's no oversupply coming from the same fabs. the fabs are full - just full of something else.\n\nSK hynix is allocating 33% of total wafer capacity to HBM by 2026. that capacity is not coming back to standard DRAM. Meta alone guided $72B capex this year. Microsoft, Google, Amazon on similar trajectories. this demand isn't discretionary.\n\nrelief on the supply side isn't realistic before 2027 at the earliest.\n\n$MU moved 20% in a week. the structural case says it moved because the market is starting to understand what my subscribers read on Wednesday.\n\n$MU $000660 $DRAM $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10319145788009099, "ret_signed_m1d": -0.10319145788009099, "alpha_spy_m1d": -0.10091907034357461, "alpha_c_m1d": -0.08623874220165673, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023936116977007815, "ret_signed_p1d": -0.023936116977007815, "alpha_spy_p1d": -0.022421164362421253, "alpha_c_p1d": 0.0021956482576610536, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.02127656320189175, "ret_signed_p1w": -0.02127656320189175, "alpha_spy_p1w": -0.02039737254068108, "alpha_c_p1w": 0.031039073420388363, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.17838854037094642, "ret_signed_p1m": 0.17838854037094642, "alpha_spy_p1m": 0.1814319372286054, "alpha_c_p1m": 0.1528814135306964, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5434, -0.5285, -0.5328, -0.5328, -0.5328, -0.5328, -0.5253, -0.4961, -0.4951, -0.4664, -0.4595, -0.4154, -0.4356, -0.4356, -0.5005, -0.5484, -0.4995, -0.5085, -0.5553, -0.5011, -0.492, -0.5053, -0.516, -0.4819, -0.484, -0.4383, -0.4612, -0.4644, -0.5037, -0.4755, -0.4707, -0.5037, -0.5037, -0.5356, -0.5707, -0.5229, -0.5585, -0.534, -0.5287, -0.5128, -0.4505, -0.4691, -0.4537, -0.4468, -0.4133, -0.3957, -0.3856, -0.4, -0.3798, -0.3489, -0.3495, -0.3484, -0.35, -0.3128, -0.3085, -0.3122, -0.316, -0.316, -0.2303, -0.2303, -0.1484, -0.1202, -0.1032, 0.0, -0.0239, 0.0511, 0.0479, -0.0324, -0.0213, -0.0718, -0.0718, 0.0319, 0.0324, 0.0324, 0.0915, 0.1931, 0.2178, 0.2412, 0.2571, 0.2555, 0.2555, 0.2225, 0.1012, 0.0167, 0.1784, 0.0895, 0.1177, 0.1438, 0.2172, 0.2672, 0.3412, 0.4284, 0.4705, 0.5529, 0.3593, 0.3944, 0.5519, 0.422, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043641970950557975", "ticker_idx": 0, "ts": "2026-04-13T10:46:29+00:00", "symbol": "KTOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KTOS — autonomous combat drones + counter-UAS + $447M Space Force contract", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names KTOS, RCAT, AVAV, ONDS, RKLB as beneficiaries of autonomous systems deployment in CENTCOM mine-clearance and drone operations.", "resolved_tickers": ["KTOS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the autonomous systems layer nobody is mapping.\n\n🇺🇸 CENTCOM is deploying underwater drones to clear Iranian sea mines — the first large-scale autonomous mine countermeasure operation in history.  \n🛡️ Iran laid 2,000-6,000 naval mines. They've lost track of where they put them. The only way to clear the strait is autonomous systems.  \n\nMine clearance & combat autonomy:\n🔹 $KTOS — autonomous combat drones + counter-UAS + $447M Space Force contract \n🔹 $RCAT — tactical combat drones, deployed in the Iran campaign \n🔹 $AVAV — Switchblade loitering munitions, $1B+ funded backlog\n\nISR, comms & drone infrastructure:\n🔹 $ONDS — autonomous ISR systems + Mistral merger + $170-180M 2026 guidance. \n🔹 $RKLB — space-based ISR infrastructure + hypersonic test flights for DoD\n\nDrones clearing mines. Drones hunting drones. Drones tracking missiles from space.  \n\nI mapped this sector before any of this happened.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.043643869213822795, "ret_signed_m1d": -0.043643869213822795, "alpha_spy_m1d": -0.033965998448850065, "alpha_c_m1d": -0.03663879936503267, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0014955894736559117, "ret_signed_p1d": 0.0014955894736559117, "alpha_spy_p1d": -0.010689287736184827, "alpha_c_p1d": -0.0020939520260452316, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": -0.050577852703627024, "ret_signed_p1w": -0.050577852703627024, "alpha_spy_p1w": -0.08354674001248774, "alpha_c_p1w": -0.05735143635613216, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": -0.22053025897618195, "ret_signed_p1m": -0.22053025897618195, "alpha_spy_p1m": -0.29643755155638285, "alpha_c_p1m": -0.2299091692907782, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22053025897618195, "alpha_spy_stated": -0.29643755155638285, "alpha_c_stated": -0.2299091692907782, "price_path": [0.6519, 0.6935, 0.7773, 0.7773, 0.7496, 0.6396, 0.5479, 0.5009, 0.5135, 0.6052, 0.5319, 0.4706, 0.4005, 0.3074, 0.4054, 0.2417, 0.1591, 0.2836, 0.3434, 0.271, 0.1935, 0.1835, 0.2109, 0.2109, 0.2504, 0.3217, 0.4367, 0.3063, 0.2823, 0.2329, 0.1996, 0.2528, 0.1717, 0.2334, 0.2094, 0.2118, 0.163, 0.1829, 0.2572, 0.2095, 0.209, 0.2163, 0.1901, 0.2173, 0.2959, 0.265, 0.2615, 0.1505, 0.1379, 0.0536, 0.0874, 0.0314, -0.0219, -0.1124, -0.0413, -0.0795, -0.0848, -0.0848, 0.0073, -0.0216, 0.0124, -0.071, -0.0436, 0.0, 0.0015, 0.0151, 0.0117, -0.0348, -0.0506, -0.068, -0.0672, -0.1092, -0.1671, -0.1413, -0.1617, -0.1902, -0.1428, -0.1564, -0.158, -0.1936, -0.1636, -0.225, -0.2129, -0.2252, -0.2205, -0.2863, -0.2542, -0.2918, -0.2628, -0.273, -0.2411, -0.2567, -0.2362, -0.2362, -0.2277, -0.2209, -0.1137, -0.1281, -0.1368, -0.1398, -0.2056, -0.138, -0.2044, -0.2151, -0.236, -0.2547, -0.2008, -0.2148, -0.2247, -0.234, -0.2364, -0.263, -0.263, -0.3054, -0.3093, -0.3481, -0.3702, -0.3581, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043641970950557975", "ticker_idx": 1, "ts": "2026-04-13T10:46:29+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RCAT — tactical combat drones, deployed in the Iran campaign", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names KTOS, RCAT, AVAV, ONDS, RKLB as beneficiaries of autonomous systems deployment in CENTCOM mine-clearance and drone operations.", "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": "quote", "lang": "en", "tweet_text": "Here's the autonomous systems layer nobody is mapping.\n\n🇺🇸 CENTCOM is deploying underwater drones to clear Iranian sea mines — the first large-scale autonomous mine countermeasure operation in history.  \n🛡️ Iran laid 2,000-6,000 naval mines. They've lost track of where they put them. The only way to clear the strait is autonomous systems.  \n\nMine clearance & combat autonomy:\n🔹 $KTOS — autonomous combat drones + counter-UAS + $447M Space Force contract \n🔹 $RCAT — tactical combat drones, deployed in the Iran campaign \n🔹 $AVAV — Switchblade loitering munitions, $1B+ funded backlog\n\nISR, comms & drone infrastructure:\n🔹 $ONDS — autonomous ISR systems + Mistral merger + $170-180M 2026 guidance. \n🔹 $RKLB — space-based ISR infrastructure + hypersonic test flights for DoD\n\nDrones clearing mines. Drones hunting drones. Drones tracking missiles from space.  \n\nI mapped this sector before any of this happened.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.04108525183286593, "ret_signed_m1d": -0.04108525183286593, "alpha_spy_m1d": -0.0314073810678932, "alpha_c_m1d": -0.03408018198407581, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02015498317023534, "ret_signed_p1d": -0.02015498317023534, "alpha_spy_p1d": -0.03233986038007608, "alpha_c_p1d": -0.023744524669936484, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": -0.02364336128067379, "ret_signed_p1w": -0.02364336128067379, "alpha_spy_p1w": -0.05661224858953451, "alpha_c_p1w": -0.030416944933178924, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": -0.14496123572538022, "ret_signed_p1m": -0.14496123572538022, "alpha_spy_p1m": -0.22086852830558112, "alpha_c_p1m": -0.15434014603997648, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14496123572538022, "alpha_spy_stated": -0.22086852830558112, "alpha_c_stated": -0.15434014603997648, "price_path": [0.0589, 0.0876, 0.0597, 0.0597, 0.1171, 0.2101, 0.3457, 0.245, 0.1047, 0.2147, 0.2698, 0.1574, 0.0465, 0.0566, 0.1047, -0.0209, -0.1233, -0.0209, 0.0628, -0.0217, -0.0694, -0.1279, -0.1186, -0.1186, -0.1163, -0.0636, -0.0054, -0.0333, -0.0089, -0.0016, -0.0372, 0.007, -0.0969, 0.0597, 0.1395, 0.1419, 0.169, 0.1907, 0.0926, 0.1372, 0.2527, 0.2527, 0.2295, 0.2047, 0.3155, 0.3178, 0.1733, 0.0271, 0.1744, 0.2465, 0.2302, 0.0853, -0.0171, -0.1016, 0.0147, -0.0581, 0.0031, 0.0031, 0.0124, -0.0636, 0.0109, -0.0752, -0.0411, 0.0, -0.0202, 0.0101, 0.0628, -0.014, -0.0236, -0.0256, 0.0504, -0.0279, -0.0853, -0.0938, -0.1209, -0.1419, -0.0915, -0.1295, -0.1473, -0.1915, -0.1767, -0.1969, -0.1961, -0.1279, -0.145, -0.2713, -0.245, -0.2643, -0.3078, -0.3372, -0.307, -0.3, -0.2705, -0.2705, -0.2426, -0.1729, 0.0969, 0.124, 0.1504, 0.1589, 0.069, 0.1426, -0.0171, -0.0341, -0.1089, -0.1554, -0.069, -0.1333, -0.0721, -0.155, -0.1318, -0.1132, -0.1132, -0.176, -0.2109, -0.276, -0.3093, -0.2806, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043641970950557975", "ticker_idx": 2, "ts": "2026-04-13T10:46:29+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVAV — Switchblade loitering munitions, $1B+ funded backlog", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names KTOS, RCAT, AVAV, ONDS, RKLB as beneficiaries of autonomous systems deployment in CENTCOM mine-clearance and drone operations.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the autonomous systems layer nobody is mapping.\n\n🇺🇸 CENTCOM is deploying underwater drones to clear Iranian sea mines — the first large-scale autonomous mine countermeasure operation in history.  \n🛡️ Iran laid 2,000-6,000 naval mines. They've lost track of where they put them. The only way to clear the strait is autonomous systems.  \n\nMine clearance & combat autonomy:\n🔹 $KTOS — autonomous combat drones + counter-UAS + $447M Space Force contract \n🔹 $RCAT — tactical combat drones, deployed in the Iran campaign \n🔹 $AVAV — Switchblade loitering munitions, $1B+ funded backlog\n\nISR, comms & drone infrastructure:\n🔹 $ONDS — autonomous ISR systems + Mistral merger + $170-180M 2026 guidance. \n🔹 $RKLB — space-based ISR infrastructure + hypersonic test flights for DoD\n\nDrones clearing mines. Drones hunting drones. Drones tracking missiles from space.  \n\nI mapped this sector before any of this happened.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.07546683581977787, "ret_signed_m1d": -0.07546683581977787, "alpha_spy_m1d": -0.06578896505480514, "alpha_c_m1d": -0.06846176597098774, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0006687838017422898, "ret_signed_p1d": 0.0006687838017422898, "alpha_spy_p1d": -0.011516093408098449, "alpha_c_p1d": -0.0029207576979588534, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.01460978623801501, "ret_signed_p1w": 0.01460978623801501, "alpha_spy_p1w": -0.018359101070845707, "alpha_c_p1w": 0.007836202585509877, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": -0.13133391048642795, "ret_signed_p1m": -0.13133391048642795, "alpha_spy_p1m": -0.20724120306662885, "alpha_c_p1m": -0.1407128208010242, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13133391048642795, "alpha_spy_stated": -0.20724120306662885, "alpha_c_stated": -0.1407128208010242, "price_path": [0.9641, 0.9475, 1.021, 1.021, 0.7022, 0.6443, 0.6056, 0.5832, 0.557, 0.5925, 0.579, 0.5084, 0.4321, 0.3889, 0.4682, 0.3236, 0.2186, 0.3231, 0.4113, 0.3543, 0.2522, 0.2095, 0.2545, 0.2545, 0.3529, 0.3656, 0.449, 0.3613, 0.3444, 0.3491, 0.3129, 0.3356, 0.2976, 0.0717, 0.1744, 0.1651, 0.1346, 0.1822, 0.1692, 0.1398, 0.0686, 0.09, 0.0652, 0.09, 0.1447, 0.1104, 0.0872, 0.0171, 0.0611, 0.0092, 0.0238, 0.0078, -0.0512, -0.0896, -0.0583, -0.056, -0.0516, -0.0516, -0.0264, -0.0388, -0.0383, -0.0859, -0.0755, 0.0, 0.0007, 0.0207, 0.0391, -0.0153, 0.0146, 0.0807, 0.0808, 0.0387, 0.0097, 0.0069, -0.0105, -0.056, 0.0032, -0.0485, -0.0727, -0.1425, -0.103, -0.1348, -0.1343, -0.1437, -0.1313, -0.1718, -0.1498, -0.1872, -0.1691, -0.1757, -0.157, -0.161, -0.1037, -0.1037, -0.0624, -0.0674, 0.1029, 0.0661, 0.0499, 0.0512, -0.015, 0.0515, -0.0436, -0.05, -0.092, -0.1104, -0.055, -0.1225, -0.1154, -0.1424, -0.1403, -0.1275, -0.1275, -0.2215, -0.2331, -0.2686, -0.2969, -0.2903, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043641970950557975", "ticker_idx": 3, "ts": "2026-04-13T10:46:29+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS — autonomous ISR systems + Mistral merger + $170-180M 2026 guidance", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names KTOS, RCAT, AVAV, ONDS, RKLB as beneficiaries of autonomous systems deployment in CENTCOM mine-clearance and drone operations.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the autonomous systems layer nobody is mapping.\n\n🇺🇸 CENTCOM is deploying underwater drones to clear Iranian sea mines — the first large-scale autonomous mine countermeasure operation in history.  \n🛡️ Iran laid 2,000-6,000 naval mines. They've lost track of where they put them. The only way to clear the strait is autonomous systems.  \n\nMine clearance & combat autonomy:\n🔹 $KTOS — autonomous combat drones + counter-UAS + $447M Space Force contract \n🔹 $RCAT — tactical combat drones, deployed in the Iran campaign \n🔹 $AVAV — Switchblade loitering munitions, $1B+ funded backlog\n\nISR, comms & drone infrastructure:\n🔹 $ONDS — autonomous ISR systems + Mistral merger + $170-180M 2026 guidance. \n🔹 $RKLB — space-based ISR infrastructure + hypersonic test flights for DoD\n\nDrones clearing mines. Drones hunting drones. Drones tracking missiles from space.  \n\nI mapped this sector before any of this happened.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.03590286620916483, "ret_signed_m1d": -0.03590286620916483, "alpha_spy_m1d": -0.0262249954441921, "alpha_c_m1d": -0.0262249954441921, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.00967787076497273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007391831734393173, "ret_signed_p1d": -0.007391831734393173, "alpha_spy_p1d": -0.01957670894423391, "alpha_c_p1d": -0.01957670894423391, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.012184877209840739, "ret_p1w": 0.13305166205690533, "ret_signed_p1w": 0.13305166205690533, "alpha_spy_p1w": 0.10008277474804461, "alpha_c_p1w": 0.10008277474804461, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.03296888730886072, "ret_p1m": -0.045406577935682924, "ret_signed_p1m": -0.045406577935682924, "alpha_spy_p1m": -0.12131387051588383, "alpha_c_p1m": -0.12131387051588383, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.0759072925802009, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045406577935682924, "alpha_spy_stated": -0.12131387051588383, "alpha_c_stated": -0.12131387051588383, "price_path": [0.4319, 0.3537, 0.2841, 0.2841, 0.3865, 0.3252, 0.3326, 0.2851, 0.1785, 0.2946, 0.2957, 0.1901, 0.094, 0.1235, 0.2017, 0.0222, -0.1045, 0.0232, 0.0919, 0.0222, -0.0253, -0.0528, -0.0169, -0.0169, 0.0612, 0.169, 0.2027, 0.0591, 0.076, 0.0982, 0.0876, 0.1035, 0.0644, 0.1267, 0.0581, 0.1098, 0.1077, 0.038, 0.0264, 0.057, 0.038, 0.0908, 0.0729, 0.1119, 0.1911, 0.1436, 0.1352, 0.0623, 0.151, 0.1278, 0.0887, -0.0032, -0.0707, -0.1394, -0.0454, -0.0697, 0.0137, 0.0137, 0.0053, 0.0063, -0.0021, -0.0348, -0.0359, 0.0, -0.0074, 0.0591, 0.0771, 0.056, 0.1331, 0.1478, 0.1679, 0.113, 0.114, 0.1563, 0.1067, 0.0021, 0.0602, 0.0898, 0.0275, -0.0148, -0.0137, -0.0612, -0.0433, -0.0053, -0.0454, -0.0644, 0.1837, 0.1214, 0.0243, -0.0364, -0.0116, -0.0306, -0.0433, -0.0433, 0.0317, 0.1404, 0.3992, 0.396, 0.4213, 0.434, 0.226, 0.264, 0.1014, 0.0876, 0.019, -0.0169, 0.038, -0.0148, 0.0042, -0.0275, -0.037, -0.0211, -0.0211, -0.0612, -0.0993, -0.189, -0.1895, -0.1732, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043641970950557975", "ticker_idx": 4, "ts": "2026-04-13T10:46:29+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB — space-based ISR infrastructure + hypersonic test flights for DoD", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names KTOS, RCAT, AVAV, ONDS, RKLB as beneficiaries of autonomous systems deployment in CENTCOM mine-clearance and drone operations.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the autonomous systems layer nobody is mapping.\n\n🇺🇸 CENTCOM is deploying underwater drones to clear Iranian sea mines — the first large-scale autonomous mine countermeasure operation in history.  \n🛡️ Iran laid 2,000-6,000 naval mines. They've lost track of where they put them. The only way to clear the strait is autonomous systems.  \n\nMine clearance & combat autonomy:\n🔹 $KTOS — autonomous combat drones + counter-UAS + $447M Space Force contract \n🔹 $RCAT — tactical combat drones, deployed in the Iran campaign \n🔹 $AVAV — Switchblade loitering munitions, $1B+ funded backlog\n\nISR, comms & drone infrastructure:\n🔹 $ONDS — autonomous ISR systems + Mistral merger + $170-180M 2026 guidance. \n🔹 $RKLB — space-based ISR infrastructure + hypersonic test flights for DoD\n\nDrones clearing mines. Drones hunting drones. Drones tracking missiles from space.  \n\nI mapped this sector before any of this happened.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": -0.036391951215954954, "ret_signed_m1d": -0.036391951215954954, "alpha_spy_m1d": -0.026714080450982225, "alpha_c_m1d": -0.02938688136716483, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02265644876654349, "ret_signed_p1d": 0.02265644876654349, "alpha_spy_p1d": 0.010471571556702752, "alpha_c_p1d": 0.019066907266842348, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.26677988679067943, "ret_signed_p1w": 0.26677988679067943, "alpha_spy_p1w": 0.23381099948181872, "alpha_c_p1w": 0.2600063031381743, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.6646841261172789, "ret_signed_p1m": 0.6646841261172789, "alpha_spy_p1m": 0.588776833537078, "alpha_c_p1m": 0.6553052158026826, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6646841261172789, "alpha_spy_stated": 0.588776833537078, "alpha_c_stated": 0.6553052158026826, "price_path": [0.2999, 0.2852, 0.3636, 0.3636, 0.2625, 0.2436, 0.2458, 0.2589, 0.1396, 0.2319, 0.2542, 0.2133, 0.1338, 0.05, 0.1508, 0.0353, -0.0609, 0.0241, 0.0739, 0.02, -0.0142, -0.0653, -0.045, -0.045, -0.0103, 0.0538, 0.0844, 0.0034, -0.0058, -0.0092, -0.0059, 0.0287, -0.0215, 0.005, -0.0069, 0.0183, -0.0088, -0.0072, 0.0122, -0.0239, 0.019, -0.0319, -0.0313, 0.0098, 0.1129, -0.0161, 0.0185, -0.048, -0.0371, -0.0644, 0.032, -0.0663, -0.1372, -0.1875, -0.0906, -0.0722, -0.0409, -0.0409, -0.0418, -0.0609, -0.0218, -0.0549, -0.0364, 0.0, 0.0227, 0.0422, 0.1743, 0.2008, 0.2668, 0.2268, 0.275, 0.198, 0.1283, 0.1653, 0.1129, 0.0906, 0.1684, 0.116, 0.1372, 0.1153, 0.1987, 0.1127, 0.4935, 0.6617, 0.6647, 0.758, 0.8769, 0.7668, 0.8573, 0.8027, 0.9014, 0.7764, 0.9224, 0.9224, 1.0278, 1.1273, 1.0961, 1.0317, 0.7331, 0.7462, 0.6242, 0.6985, 0.5588, 0.6093, 0.5326, 0.4875, 0.6253, 0.4499, 0.547, 0.4816, 0.529, 0.5185, 0.5185, 0.4201, 0.3469, 0.2094, 0.1426, 0.1971, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061350222752620986", "ticker_idx": 0, "ts": "2026-06-01T07:32:45+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The case for $INFQ at current valuations continues to accelerate. I'm keeping a close eye and will continue coverage as this develops.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INFQ on Russell 3000 inclusion forcing passive buying, NVDA partnership, AUKUS contracts, and CHIPS Act support.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$INFQ is entering the Russell 3000. \n\nInfleqtion came public via the Churchill Capital X SPAC, which put it under the Russell IPO lock-up rule (4.3.4). That lock-up expired, making it eligible mid-cycle - so passive index funds are now forced buyers, regardless of price.\n\nWhat they're buying into:\n1. Selected by $NVDA to integrate its Sqale quantum processor into Nvidia's HPC stack via NVQLink - the hybrid quantum-GPU bridge Nvidia unveiled at GTC. \n\n2. The only firm with contracted atom-based RF sensing across all three AUKUS partners (integrators: L3Harris, SAIC, $DELL Federal)\n\n3. The UK's only operational 100-qubit system at Harwell and a new Oxford centre tripling UK capacity. \n\n4. A $100M CHIPS Act LOI, direct support from the US Government\n\nThe case for $INFQ at current valuations continues to accelerate. I'm keeping a close eye and will continue coverage as this develops.\n\n$INFQ $NVDA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08309786186116896, "ret_signed_m1d": -0.08309786186116896, "alpha_spy_m1d": -0.08038214360919316, "alpha_c_m1d": -0.08038214360919316, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.002715718251975807, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12323347876551738, "ret_signed_p1d": 0.12323347876551738, "alpha_spy_p1d": 0.1218755389682411, "alpha_c_p1d": 0.1218755389682411, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.0013579397972762752, "ret_p1w": -0.16280384553387706, "ret_signed_p1w": -0.16280384553387706, "alpha_spy_p1w": -0.13733382233926827, "alpha_c_p1w": -0.13733382233926827, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.025470023194608782, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.333, -0.3663, -0.3968, -0.3409, -0.3132, -0.3539, -0.3963, -0.4302, -0.4036, -0.3906, -0.446, -0.4562, -0.502, -0.4585, -0.4206, -0.3595, -0.398, -0.4432, -0.4958, -0.4454, -0.4681, -0.4025, -0.4025, -0.4093, -0.4324, -0.3601, -0.3279, -0.2883, -0.2883, -0.2018, -0.1521, -0.1198, -0.0153, -0.0955, -0.1515, -0.1605, -0.2109, -0.2499, -0.2482, -0.2866, -0.3183, -0.3279, -0.2985, -0.3058, -0.316, -0.234, -0.3154, -0.3149, -0.2742, -0.2595, -0.2487, -0.2103, -0.2968, -0.3573, -0.3991, -0.368, -0.169, -0.0757, -0.0757, -0.1023, -0.1261, 0.0045, -0.0831, 0.0, 0.1232, -0.0158, -0.0418, -0.1769, -0.1628, -0.225, -0.2323, -0.2018, -0.2414, -0.1622, -0.2436, -0.2459, -0.2352, -0.2352, -0.1967, -0.0978, -0.2029, -0.277, -0.2295, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019407548995039520", "ticker_idx": 0, "ts": "2026-02-05T13:47:33+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE is down 10% this week. And I'm not selling. That's when I buy more.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding and adding to TE on the dip; thesis intact — solar/grid infrastructure is physical and AI-resilient, not a software-model risk.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$TE is down 10% this week.\n\nAnd I'm not selling.\n\nHere's my thinking:\n\nSolar isn't software. \n\nAI doesn't automate building panels in the Arizona desert. \n\nIt doesn't replace grid infrastructure.\n\n It doesn't negotiate utility contracts.\n\n$TE is physical. Tangible. The kind of business that AI helps, not replaces.\n\nWhile everyone's panicking about which software stocks survive the AI apocalypse, I'm stacking a company that's building actual things in the real world.\n\nThe thesis hasn't changed. The price has.\n\nThat's when I buy more.", "reply_text": null, "parent_text": null, "quoted_text": "Yesterday felt like watching a regime change in real time.\n\nNot just a red day. \n\nThe moment the market decided certain business models are no longer safe.\n\n$285 billion wiped out in a single session. \n\nThe worst day for software stocks since April.\n\nThis wasn't a normal selloff. https://t.co/odSd7a8Gr1", "parent_author": null, "ret_m1d": 0.06327373306104866, "ret_signed_m1d": 0.06327373306104866, "alpha_spy_m1d": 0.05062649404001185, "alpha_c_m1d": 0.057215721001874, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.006058012059174667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1375516477937755, "ret_signed_p1d": 0.1375516477937755, "alpha_spy_p1d": 0.11836686131695551, "alpha_c_p1d": 0.1089837410726755, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.02856790672109999, "ret_p1w": -0.14580466926554947, "ret_signed_p1w": -0.14580466926554947, "alpha_spy_p1w": -0.15119121646217426, "alpha_c_p1w": -0.17181872691464717, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.0260140576490977, "ret_p1m": -0.07565339644812064, "ret_signed_p1m": -0.07565339644812064, "alpha_spy_p1m": -0.06792038794116839, "alpha_c_p1m": -0.08497806134425712, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": 0.00932466489613648, "ret_p3m": -0.26547453004156096, "ret_signed_p3m": -0.26547453004156096, "alpha_spy_p3m": -0.33649761180287474, "alpha_c_p3m": -0.29234661246806015, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.02687208242649919, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07565339644812064, "alpha_spy_stated": -0.06792038794116839, "alpha_c_stated": -0.08497806134425712, "price_path": [-0.381, -0.3934, -0.4704, -0.5199, -0.5378, -0.5626, -0.5791, -0.6025, -0.6259, -0.6259, -0.5681, -0.5475, -0.4718, -0.4718, -0.4333, -0.3851, -0.348, -0.3783, -0.2971, -0.1981, -0.1719, -0.0743, -0.1541, -0.1926, -0.2641, -0.304, -0.2517, -0.2545, -0.1719, -0.1155, 0.0041, -0.022, -0.0303, -0.0303, -0.0646, -0.1169, -0.1059, -0.0812, -0.0812, 0.0784, 0.1279, 0.0523, 0.0014, -0.0633, -0.0454, -0.0083, 0.0812, 0.0812, 0.0193, 0.1238, 0.1238, 0.1389, 0.0757, 0.1513, 0.1692, 0.1197, 0.2545, 0.3054, 0.2215, 0.1458, 0.1912, 0.2503, 0.0633, 0.0, 0.1376, 0.0509, 0.033, -0.0578, -0.1458, -0.1582, -0.1582, -0.1142, -0.1114, -0.132, -0.1458, -0.1348, -0.0248, -0.0069, 0.0028, -0.1527, -0.0591, -0.1045, -0.0234, -0.0633, -0.0757, -0.0151, 0.0977, 0.1197, 0.0646, 0.0481, 0.0619, 0.0715, 0.0083, 0.0605, -0.0922, -0.0591, -0.0908, -0.0812, -0.1362, -0.2077, -0.227, -0.3961, -0.3838, -0.4237, -0.4237, -0.4429, -0.4594, -0.4264, -0.425, -0.3549, -0.2971, -0.3315, -0.2655, -0.3136, -0.3081, -0.315, -0.2999, -0.2586, -0.2586, -0.2724, -0.2696, -0.326, -0.3274, -0.3398, -0.2916, -0.2985, -0.2655, -0.2751, -0.2916, -0.1527, -0.1692, -0.1953, -0.2283, -0.2118, -0.2201, -0.0371, -0.0536, 0.1967, 0.1994, 0.1114, 0.1114, 0.4374, 0.5076, 0.4883, 0.4525, 0.4319, 0.6561, 0.5818, 0.6039, 0.2971, 0.2558, 0.1637, 0.0633, 0.1651, 0.1692, 0.227, 0.1871, 0.2435, 0.2861, 0.2861, 0.4305, 0.271, 0.1733, 0.1692, 0.1293, null, 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:2017216318781485128", "ticker_idx": 0, "ts": "2026-01-30T12:40:23+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10 short-term, then $15", "tweet_type": "prediction", "timeline": "months", "summary": "Price targets of $10 short-term then $15 for TE; bullish.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KMISglobal $10 short-term, then $15", "reply_text": null, "parent_text": "@CoffeeStocksGuy Do you have a price traget for $TE?\n\nI will take a closer look at $TE in the coming weeks.", "quoted_text": null, "parent_author": "HKIStrategies", "ret_m1d": 0.06602643406630015, "ret_signed_m1d": 0.06602643406630015, "alpha_spy_m1d": 0.06303502814009754, "alpha_c_m1d": 0.06348780786732555, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.002538626198974603, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03961583754243736, "ret_signed_p1d": 0.03961583754243736, "alpha_spy_p1d": 0.03464461480537584, "alpha_c_p1d": 0.02698297342226552, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.012632864120171838, "ret_p1w": -0.007202817105872006, "ret_signed_p1w": -0.007202817105872006, "alpha_spy_p1w": -0.005251819234571853, "alpha_c_p1w": -0.05398697203587388, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": 0.046784154930001876, "ret_p1m": -0.1788715227809098, "ret_signed_p1m": -0.1788715227809098, "alpha_spy_p1m": -0.1707930863174495, "alpha_c_p1m": -0.2602302274176854, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.08135870463677564, "ret_p3m": -0.4129651967259548, "ret_signed_p3m": -0.4129651967259548, "alpha_spy_p3m": -0.4441129726220775, "alpha_c_p3m": -0.44299098816677895, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.03002579144082418, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1788715227809098, "alpha_spy_stated": -0.1707930863174495, "alpha_c_stated": -0.2602302274176854, "price_path": [-0.5582, -0.509, -0.5582, -0.5426, -0.4598, -0.4706, -0.5378, -0.581, -0.5966, -0.6182, -0.6327, -0.6531, -0.6735, -0.6735, -0.623, -0.605, -0.539, -0.539, -0.5054, -0.4634, -0.431, -0.4574, -0.3866, -0.3001, -0.2773, -0.1921, -0.2617, -0.2953, -0.3577, -0.3926, -0.3469, -0.3493, -0.2773, -0.2281, -0.1236, -0.1465, -0.1537, -0.1537, -0.1837, -0.2293, -0.2197, -0.1981, -0.1981, -0.0588, -0.0156, -0.0816, -0.1261, -0.1825, -0.1669, -0.1345, -0.0564, -0.0564, -0.1104, -0.0192, -0.0192, -0.006, -0.0612, 0.0048, 0.0204, -0.0228, 0.0948, 0.1393, 0.066, 0.0, 0.0396, 0.0912, -0.072, -0.1273, -0.0072, -0.0828, -0.0984, -0.1777, -0.2545, -0.2653, -0.2653, -0.2269, -0.2245, -0.2425, -0.2545, -0.2449, -0.1489, -0.1333, -0.1248, -0.2605, -0.1789, -0.2185, -0.1477, -0.1825, -0.1933, -0.1405, -0.042, -0.0228, -0.0708, -0.0852, -0.0732, -0.0648, -0.12, -0.0744, -0.2077, -0.1789, -0.2065, -0.1981, -0.2461, -0.3085, -0.3253, -0.473, -0.4622, -0.497, -0.497, -0.5138, -0.5282, -0.4994, -0.4982, -0.437, -0.3866, -0.4166, -0.3589, -0.401, -0.3962, -0.4022, -0.389, -0.3529, -0.3529, -0.3649, -0.3625, -0.4118, -0.413, -0.4238, -0.3818, -0.3878, -0.3589, -0.3673, -0.3818, -0.2605, -0.2749, -0.2977, -0.3265, -0.3121, -0.3193, -0.1597, -0.1741, 0.0444, 0.0468, -0.03, -0.03, 0.2545, 0.3157, 0.2989, 0.2677, 0.2497, 0.4454, 0.3806, 0.3998, 0.1321, 0.096, 0.0156, -0.072, 0.0168, 0.0204, 0.0708, 0.036, 0.0852, 0.1224, 0.1224, 0.2485, 0.1092, 0.024, 0.0204, -0.0144, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055638144687780100", "ticker_idx": 0, "ts": "2026-05-16T13:15:00+00:00", "symbol": "CML Microsystems", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "that's not a distressed business. that's a mispriced one.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CML Microsystems trades at 13.6% discount to book despite GaN RF / LEO satellite exposure via Filtronic-SpaceX Starlink chain; author calls it mispriced, not distressed.", "resolved_tickers": ["CML.L"], "resolution_method": "exchange_ticker", "resolution_reason": "CML Microsystems listed on LSE; 270p/NAV context confirms UK listing", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$CML Microsystems. Book value: 316p. Price: 273p.\n\nthe market is pricing a GaN RF semiconductor business - with design-in exposure to LEO satellite ground infrastructure - at a 13.6% discount to book.\n\ntheir chips go into Filtronic. Filtronic supplies SpaceX Starlink.\n\nthat's not a distressed business. that's a mispriced one.\n\n$CML $FTC", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/H5itfM7i8i", "parent_author": null, "ret_m1d": -0.04385964912280704, "ret_signed_m1d": -0.04385964912280704, "alpha_spy_m1d": -0.04456365371432869, "alpha_c_m1d": -0.06249897498245505, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01754385964912286, "ret_signed_p1d": 0.01754385964912286, "alpha_spy_p1d": 0.024204647736616236, "alpha_c_p1d": 0.021571894071361286, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.08771929824561409, "ret_signed_p1w": 0.08771929824561409, "alpha_spy_p1w": 0.07825607813623403, "alpha_c_p1w": 0.032497319955919535, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.03508771929824572, "ret_signed_p1m": 0.03508771929824572, "alpha_spy_p1m": 0.01927503720809609, "alpha_c_p1m": -0.09278695165825601, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03508771929824572, "alpha_spy_stated": 0.01927503720809609, "alpha_c_stated": -0.09278695165825601, "price_path": [-0.1649, -0.1579, -0.1579, -0.1579, -0.1579, -0.1754, -0.1684, -0.1754, -0.186, -0.2105, -0.1754, -0.1754, -0.1754, -0.2281, -0.2281, -0.2281, -0.2281, -0.2456, -0.2456, -0.2456, -0.2526, -0.2632, -0.2737, -0.2105, -0.2316, -0.207, -0.2035, -0.2035, -0.2105, -0.2175, -0.2807, -0.2632, -0.2632, -0.2632, -0.2281, -0.2105, -0.1123, -0.1333, -0.2105, -0.2105, -0.2105, -0.2105, -0.2105, -0.2018, -0.2018, -0.193, -0.193, -0.193, -0.1667, -0.1667, -0.1667, -0.1667, -0.1667, -0.1667, -0.1579, -0.1667, -0.1474, 0.0088, 0.1053, 0.0614, 0.0614, 0.0351, -0.0439, 0.0, 0.0175, -0.0263, 0.0702, 0.0877, 0.0877, 0.0702, 0.2105, 0.2982, 0.2018, 0.2368, 0.2368, 0.1053, 0.0702, 0.0702, 0.0088, 0.0088, 0.0175, -0.0702, 0.0263, 0.0439, 0.0351, -0.0351, -0.0702, -0.0789, -0.0702, -0.0807, -0.0702, -0.0702, -0.0789, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055638144687780100", "ticker_idx": 1, "ts": "2026-05-16T13:15:00+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "their chips go into Filtronic. Filtronic supplies SpaceX Starlink.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CML Microsystems trades at 13.6% discount to book despite GaN RF / LEO satellite exposure via Filtronic-SpaceX Starlink chain; author calls it mispriced, not distressed.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$CML Microsystems. Book value: 316p. Price: 273p.\n\nthe market is pricing a GaN RF semiconductor business - with design-in exposure to LEO satellite ground infrastructure - at a 13.6% discount to book.\n\ntheir chips go into Filtronic. Filtronic supplies SpaceX Starlink.\n\nthat's not a distressed business. that's a mispriced one.\n\n$CML $FTC", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/H5itfM7i8i", "parent_author": null, "ret_m1d": -0.014598540145985384, "ret_signed_m1d": -0.014598540145985384, "alpha_spy_m1d": -0.015302544737507029, "alpha_c_m1d": -0.0004819284905153154, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.014116611655470068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0936739659367396, "ret_signed_p1d": 0.0936739659367396, "alpha_spy_p1d": 0.10033475402423297, "alpha_c_p1d": 0.1033886423999455, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.009714676463205896, "ret_p1w": -0.07785888077858882, "ret_signed_p1w": -0.07785888077858882, "alpha_spy_p1w": -0.08732210088796888, "alpha_c_p1w": -0.09774363674433928, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.019884755965750456, "ret_p1m": -0.08394160583941601, "ret_signed_p1m": -0.08394160583941601, "alpha_spy_p1m": -0.09975428792956564, "alpha_c_p1m": -0.14420272476350693, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.06026111892409092, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08394160583941601, "alpha_spy_stated": -0.09975428792956564, "alpha_c_stated": -0.14420272476350693, "price_path": [-0.5012, -0.5085, -0.5109, -0.5182, -0.5134, -0.5134, -0.5182, -0.5085, -0.5134, -0.5426, -0.5182, -0.5255, -0.5341, -0.5645, -0.5353, -0.5195, -0.5255, -0.5328, -0.5487, -0.545, -0.5511, -0.5876, -0.6083, -0.5864, -0.5864, -0.5523, -0.5547, -0.545, -0.5426, -0.5328, -0.5109, -0.5012, -0.5012, -0.5012, -0.5036, -0.4842, -0.5036, -0.5134, -0.5158, -0.4988, -0.4745, -0.4623, -0.4331, -0.4039, -0.3917, -0.3455, -0.3114, -0.2798, -0.3491, -0.3601, -0.3431, -0.292, -0.3017, -0.3017, -0.1484, -0.1727, -0.0146, -0.0754, -0.0888, -0.129, -0.0195, -0.0073, -0.0146, 0.0, 0.0937, 0.1411, -0.0146, -0.0779, -0.0779, -0.0024, -0.0535, -0.1119, -0.0511, -0.0389, -0.1241, -0.3017, -0.2068, -0.1727, -0.0511, -0.1727, -0.2336, -0.2457, -0.2092, -0.1813, -0.0839, -0.0998, -0.0998, -0.0827, -0.0754, -0.1727, -0.2457, -0.3187, -0.4404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032950789338005696", "ticker_idx": 0, "ts": "2026-03-14T22:43:33+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My conviction ranking for the war portfolio: 1. $ONDS — touches 5 of 8 capability layers. Counter-drone, demining, airborne protection, tactical UAS, prime contractor access.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "High-conviction 'war portfolio' longs: ONDS (counter-drone/UAS), RKLB (orbital infra), OSS (edge AI compute for drones), KRKNF (mine countermeasures), AVAV (Switchblade revenue growth).", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "My conviction ranking for the war portfolio:\n\n1. $ONDS — touches 5 of 8 capability layers. Counter-drone, demining, airborne protection, tactical UAS, prime contractor access. Earnings March 25.\n\n2. $RKLB — the orbital backbone. Every satellite image you've seen from Iran came through infrastructure they helped build.\n\n3. $OSS — the hidden play. 10,000 AI drones need edge computing. OSS builds exactly that.\n\n4. $KRKNF — mine countermeasures are now mission-critical. Iran mined Hormuz. The demand catalyst arrived.\n\n5. $AVAV — Switchblade is in theater. 150% revenue growth. The data speaks.\n\nFull thesis on each in today's article.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jNBO755a0B", "parent_author": null, "ret_m1d": -0.03513769182733695, "ret_signed_m1d": -0.03513769182733695, "alpha_spy_m1d": -0.02506335201323784, "alpha_c_m1d": -0.02506335201323784, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07122507303125802, "ret_signed_p1d": 0.07122507303125802, "alpha_spy_p1d": 0.06859452804015254, "alpha_c_p1d": 0.06859452804015254, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": 0.03513769182733695, "ret_signed_p1w": 0.03513769182733695, "alpha_spy_p1w": 0.05286511813410755, "alpha_c_p1w": 0.05286511813410755, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": -0.10731245423517899, "ret_signed_p1m": -0.10731245423517899, "alpha_spy_p1m": -0.14815753034140744, "alpha_c_p1m": -0.14815753034140744, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": -0.06647671671570132, "ret_signed_p3m": -0.06647671671570132, "alpha_spy_p3m": -0.17221908582403078, "alpha_c_p3m": -0.17221908582403078, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10731245423517899, "alpha_spy_stated": -0.14815753034140744, "alpha_c_stated": -0.14815753034140744, "price_path": [-0.3001, -0.2593, -0.1244, -0.1197, -0.1491, -0.133, -0.133, -0.1947, -0.1966, -0.1462, -0.0731, -0.0731, 0.0465, 0.1899, 0.2194, 0.1567, 0.3305, 0.3001, 0.2526, 0.3191, 0.2877, 0.2175, 0.1548, 0.1548, 0.2469, 0.1918, 0.1985, 0.1557, 0.0598, 0.1643, 0.1652, 0.0703, -0.0161, 0.0104, 0.0807, -0.0807, -0.1947, -0.0798, -0.018, -0.0807, -0.1235, -0.1481, -0.1159, -0.1159, -0.0456, 0.0513, 0.0817, -0.0475, -0.0323, -0.0123, -0.0218, -0.0076, -0.0427, 0.0133, -0.0484, -0.0019, -0.0038, -0.0665, -0.0769, -0.0494, -0.0665, -0.019, -0.0351, 0.0, 0.0712, 0.0285, 0.0209, -0.0446, 0.0351, 0.0142, -0.0209, -0.1035, -0.1643, -0.226, -0.1415, -0.1633, -0.0883, -0.0883, -0.0959, -0.095, -0.1026, -0.132, -0.133, -0.1007, -0.1073, -0.0475, -0.0313, -0.0503, 0.019, 0.0323, 0.0503, 0.0009, 0.0019, 0.0399, -0.0047, -0.0988, -0.0465, -0.0199, -0.076, -0.114, -0.113, -0.1557, -0.1396, -0.1054, -0.1415, -0.1586, 0.0646, 0.0085, -0.0788, -0.1334, -0.1111, -0.1282, -0.1396, -0.1396, -0.0722, 0.0256, 0.2583, 0.2555, 0.2783, 0.2896, 0.1026, 0.1368, -0.0095, -0.0218, -0.0836, -0.1159, -0.0665, -0.114, -0.0969, -0.1254, -0.1339, -0.1197, -0.1197, -0.1557, -0.1899, -0.2707, -0.2711, -0.2564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032950789338005696", "ticker_idx": 1, "ts": "2026-03-14T22:43:33+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB — the orbital backbone. Every satellite image you've seen from Iran came through infrastructure they helped build.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "High-conviction 'war portfolio' longs: ONDS (counter-drone/UAS), RKLB (orbital infra), OSS (edge AI compute for drones), KRKNF (mine countermeasures), AVAV (Switchblade revenue growth).", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "My conviction ranking for the war portfolio:\n\n1. $ONDS — touches 5 of 8 capability layers. Counter-drone, demining, airborne protection, tactical UAS, prime contractor access. Earnings March 25.\n\n2. $RKLB — the orbital backbone. Every satellite image you've seen from Iran came through infrastructure they helped build.\n\n3. $OSS — the hidden play. 10,000 AI drones need edge computing. OSS builds exactly that.\n\n4. $KRKNF — mine countermeasures are now mission-critical. Iran mined Hormuz. The demand catalyst arrived.\n\n5. $AVAV — Switchblade is in theater. 150% revenue growth. The data speaks.\n\nFull thesis on each in today's article.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jNBO755a0B", "parent_author": null, "ret_m1d": -0.040667423864396035, "ret_signed_m1d": -0.040667423864396035, "alpha_spy_m1d": -0.030593084050296926, "alpha_c_m1d": -0.03217648755394664, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.008490936310449393, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10208945489466714, "ret_signed_p1d": 0.10208945489466714, "alpha_spy_p1d": 0.09945890990356165, "alpha_c_p1d": 0.099439761048155, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0026496938465121467, "ret_p1w": -0.04641701965946643, "ret_signed_p1w": -0.04641701965946643, "alpha_spy_p1w": -0.02868959335269583, "alpha_c_p1w": -0.03104999618706783, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0153670234723986, "ret_p1m": 0.012761235356397949, "ret_signed_p1m": 0.012761235356397949, "alpha_spy_p1m": -0.028083840749830502, "alpha_c_p1m": -0.034071883996952934, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04683311935335088, "ret_p3m": 0.6095919605800695, "ret_signed_p3m": 0.6095919605800695, "alpha_spy_p3m": 0.50384959147174, "alpha_c_p3m": 0.5518890460831081, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.05770291449696141, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012761235356397949, "alpha_spy_stated": -0.028083840749830502, "alpha_c_stated": -0.034071883996952934, "price_path": [-0.2433, -0.1597, -0.0111, 0.0875, 0.0823, 0.0823, 0.0823, -0.0093, -0.0167, -0.0121, -0.0217, -0.0217, 0.0656, 0.0958, 0.2064, 0.1791, 0.1651, 0.1899, 0.2326, 0.2141, 0.2873, 0.2728, 0.3504, 0.3504, 0.2503, 0.2315, 0.2338, 0.2467, 0.1286, 0.22, 0.242, 0.2015, 0.1228, 0.0398, 0.1397, 0.0252, -0.07, 0.0142, 0.0635, 0.0101, -0.0237, -0.0743, -0.0543, -0.0543, -0.0199, 0.0436, 0.0739, -0.0063, -0.0154, -0.0188, -0.0156, 0.0188, -0.031, -0.0048, -0.0165, 0.0084, -0.0184, -0.0168, 0.0024, -0.0334, 0.0091, -0.0412, -0.0407, 0.0, 0.1021, -0.0257, 0.0087, -0.0572, -0.0464, -0.0735, 0.022, -0.0753, -0.1456, -0.1953, -0.0994, -0.0812, -0.0502, -0.0502, -0.051, -0.07, -0.0313, -0.0641, -0.0457, -0.0097, 0.0128, 0.0321, 0.163, 0.1892, 0.2545, 0.215, 0.2627, 0.1864, 0.1174, 0.154, 0.1021, 0.0801, 0.1571, 0.1052, 0.1262, 0.1045, 0.1871, 0.1019, 0.479, 0.6456, 0.6486, 0.741, 0.8588, 0.7497, 0.8393, 0.7853, 0.883, 0.7592, 0.9038, 0.9038, 1.0081, 1.1067, 1.0759, 1.0121, 0.7163, 0.7294, 0.6085, 0.6821, 0.5437, 0.5937, 0.5177, 0.4731, 0.6096, 0.4358, 0.532, 0.4673, 0.5142, 0.5039, 0.5039, 0.4064, 0.3339, 0.1977, 0.1315, 0.1855, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032950789338005696", "ticker_idx": 2, "ts": "2026-03-14T22:43:33+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSS — the hidden play. 10,000 AI drones need edge computing. OSS builds exactly that.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "High-conviction 'war portfolio' longs: ONDS (counter-drone/UAS), RKLB (orbital infra), OSS (edge AI compute for drones), KRKNF (mine countermeasures), AVAV (Switchblade revenue growth).", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "My conviction ranking for the war portfolio:\n\n1. $ONDS — touches 5 of 8 capability layers. Counter-drone, demining, airborne protection, tactical UAS, prime contractor access. Earnings March 25.\n\n2. $RKLB — the orbital backbone. Every satellite image you've seen from Iran came through infrastructure they helped build.\n\n3. $OSS — the hidden play. 10,000 AI drones need edge computing. OSS builds exactly that.\n\n4. $KRKNF — mine countermeasures are now mission-critical. Iran mined Hormuz. The demand catalyst arrived.\n\n5. $AVAV — Switchblade is in theater. 150% revenue growth. The data speaks.\n\nFull thesis on each in today's article.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jNBO755a0B", "parent_author": null, "ret_m1d": -0.012732626244388534, "ret_signed_m1d": -0.012732626244388534, "alpha_spy_m1d": -0.002658286430289425, "alpha_c_m1d": 0.0015344723130523708, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.014267098557440905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04701268760459709, "ret_signed_p1d": 0.04701268760459709, "alpha_spy_p1d": 0.044382142613491604, "alpha_c_p1d": 0.04153642309901562, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.005476264505581474, "ret_p1w": -0.09794319258215123, "ret_signed_p1w": -0.09794319258215123, "alpha_spy_p1w": -0.08021576627538063, "alpha_c_p1w": -0.08598382711286123, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.011959365469289995, "ret_p1m": -0.14201761056293782, "ret_signed_p1m": -0.14201761056293782, "alpha_spy_p1m": -0.18286268666916627, "alpha_c_p1m": -0.20934680905168013, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.0673291984887423, "ret_p3m": 0.6493633780283714, "ret_signed_p3m": 0.6493633780283714, "alpha_spy_p3m": 0.543621008920042, "alpha_c_p3m": 0.3275749190524657, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.3217884589759057, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14201761056293782, "alpha_spy_stated": -0.18286268666916627, "alpha_c_stated": -0.20934680905168013, "price_path": [-0.3359, -0.2977, -0.2801, -0.2889, -0.2742, -0.2919, -0.2919, -0.2958, -0.3026, -0.2997, -0.2968, -0.2968, -0.334, -0.3242, -0.3692, -0.2292, -0.1391, -0.2096, 0.0235, 0.1068, 0.145, 0.0627, 0.0441, 0.0441, 0.0558, 0.143, 0.1107, 0.0382, -0.0088, 0.0294, 0.0147, 0.0402, -0.0313, -0.0646, -0.0656, -0.1224, -0.2116, -0.095, -0.0548, -0.0676, -0.0744, -0.1626, -0.1479, -0.1479, -0.189, -0.1822, 0.0323, -0.048, -0.1117, -0.0989, -0.1136, -0.1058, -0.1915, -0.1552, -0.1881, -0.1783, -0.1694, -0.1763, -0.1283, -0.0764, -0.0294, -0.0059, -0.0127, 0.0, 0.047, 0.1009, 0.0059, -0.1361, -0.0979, -0.1146, -0.1107, -0.1636, -0.2493, -0.2938, -0.2586, -0.2889, -0.2517, -0.2517, -0.2439, -0.2537, -0.2194, -0.2331, -0.236, -0.1322, -0.142, -0.0372, -0.0441, -0.0284, -0.0088, -0.0274, 0.0186, -0.0421, -0.049, -0.0255, -0.0921, -0.1391, -0.0705, -0.0176, -0.0441, -0.0431, 0.5015, 0.4789, 0.5357, 0.5593, 0.523, 0.5534, 0.6885, 0.6131, 0.5661, 0.5093, 0.5367, 0.617, 0.7463, 0.7463, 0.7081, 0.7199, 0.7542, 0.7806, 0.857, 0.954, 0.8629, 0.8511, 0.6543, 0.6151, 0.5387, 0.5436, 0.6494, 0.6308, 0.6876, 0.7669, 0.7806, 0.8061, 0.8061, 0.7816, 0.667, 0.5779, 0.5867, 0.5906, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032950789338005696", "ticker_idx": 3, "ts": "2026-03-14T22:43:33+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KRKNF — mine countermeasures are now mission-critical. Iran mined Hormuz. The demand catalyst arrived.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "High-conviction 'war portfolio' longs: ONDS (counter-drone/UAS), RKLB (orbital infra), OSS (edge AI compute for drones), KRKNF (mine countermeasures), AVAV (Switchblade revenue growth).", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "My conviction ranking for the war portfolio:\n\n1. $ONDS — touches 5 of 8 capability layers. Counter-drone, demining, airborne protection, tactical UAS, prime contractor access. Earnings March 25.\n\n2. $RKLB — the orbital backbone. Every satellite image you've seen from Iran came through infrastructure they helped build.\n\n3. $OSS — the hidden play. 10,000 AI drones need edge computing. OSS builds exactly that.\n\n4. $KRKNF — mine countermeasures are now mission-critical. Iran mined Hormuz. The demand catalyst arrived.\n\n5. $AVAV — Switchblade is in theater. 150% revenue growth. The data speaks.\n\nFull thesis on each in today's article.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jNBO755a0B", "parent_author": null, "ret_m1d": -0.018544951525865216, "ret_signed_m1d": -0.018544951525865216, "alpha_spy_m1d": -0.008470611711766107, "alpha_c_m1d": -0.004277852968424312, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.014267098557440905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049928658089130495, "ret_signed_p1d": 0.049928658089130495, "alpha_spy_p1d": 0.04729811309802501, "alpha_c_p1d": 0.04445239358354902, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.005476264505581474, "ret_p1w": -0.03837375814874544, "ret_signed_p1w": -0.03837375814874544, "alpha_spy_p1w": -0.02064633184197484, "alpha_c_p1w": -0.026414392679455445, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.011959365469289995, "ret_p1m": -0.1112696411327746, "ret_signed_p1m": -0.1112696411327746, "alpha_spy_p1m": -0.15211471723900305, "alpha_c_p1m": -0.1785988396215169, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.0673291984887423, "ret_p3m": -0.273609152443406, "ret_signed_p3m": -0.273609152443406, "alpha_spy_p3m": -0.37935152155173546, "alpha_c_p3m": -0.5953976114193117, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.3217884589759057, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1112696411327746, "alpha_spy_stated": -0.15211471723900305, "alpha_c_stated": -0.1785988396215169, "price_path": [-0.4151, -0.4009, -0.3735, -0.3766, -0.3509, -0.3484, -0.3484, -0.3224, -0.3409, -0.3344, -0.3341, -0.3341, -0.2949, -0.2602, -0.2672, -0.2445, -0.1797, -0.1897, -0.1369, -0.1027, -0.1846, -0.174, -0.1785, -0.1785, -0.2154, -0.2197, -0.1712, -0.1312, -0.1141, -0.0785, -0.0546, -0.1041, -0.1598, -0.1421, -0.1498, -0.2083, -0.2154, -0.1498, -0.1484, -0.1398, -0.1655, -0.2392, -0.2297, -0.2297, -0.2068, -0.1455, -0.1498, -0.1369, -0.1676, -0.0999, -0.1041, -0.0785, -0.1113, -0.0384, -0.0214, -0.0481, -0.0807, -0.1241, -0.0328, 0.0785, 0.0456, 0.01, -0.0185, 0.0, 0.0499, -0.0009, -0.0442, -0.0756, -0.0384, -0.0499, -0.07, -0.1541, -0.1484, -0.2231, -0.174, -0.1498, -0.1427, -0.1427, -0.1184, -0.127, -0.1327, -0.1298, -0.1526, -0.0785, -0.1113, -0.1184, -0.0756, -0.0827, -0.0856, -0.1447, -0.1027, -0.1444, -0.1569, -0.1598, -0.1912, -0.2061, -0.1783, -0.2225, -0.1912, -0.2582, -0.2482, -0.2511, -0.2726, -0.2753, -0.2896, -0.2596, -0.2244, -0.2439, -0.2628, -0.2317, -0.1826, -0.205, -0.2429, -0.2429, -0.1598, -0.1512, -0.194, -0.2208, -0.1496, -0.1327, -0.1983, -0.1571, -0.2268, -0.2454, -0.2702, -0.3053, -0.2736, -0.2796, -0.271, -0.2853, -0.276, -0.2083, -0.2083, -0.2676, -0.284, -0.2963, -0.3153, -0.3422, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032950789338005696", "ticker_idx": 4, "ts": "2026-03-14T22:43:33+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVAV — Switchblade is in theater. 150% revenue growth. The data speaks.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "High-conviction 'war portfolio' longs: ONDS (counter-drone/UAS), RKLB (orbital infra), OSS (edge AI compute for drones), KRKNF (mine countermeasures), AVAV (Switchblade revenue growth).", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "My conviction ranking for the war portfolio:\n\n1. $ONDS — touches 5 of 8 capability layers. Counter-drone, demining, airborne protection, tactical UAS, prime contractor access. Earnings March 25.\n\n2. $RKLB — the orbital backbone. Every satellite image you've seen from Iran came through infrastructure they helped build.\n\n3. $OSS — the hidden play. 10,000 AI drones need edge computing. OSS builds exactly that.\n\n4. $KRKNF — mine countermeasures are now mission-critical. Iran mined Hormuz. The demand catalyst arrived.\n\n5. $AVAV — Switchblade is in theater. 150% revenue growth. The data speaks.\n\nFull thesis on each in today's article.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/jNBO755a0B", "parent_author": null, "ret_m1d": -0.02270151712170332, "ret_signed_m1d": -0.02270151712170332, "alpha_spy_m1d": -0.01262717730760421, "alpha_c_m1d": -0.014210580811253926, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.008490936310449393, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05016985736762991, "ret_signed_p1d": 0.05016985736762991, "alpha_spy_p1d": 0.04753931237652442, "alpha_c_p1d": 0.047520163521117764, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0026496938465121467, "ret_p1w": -0.026477253544780477, "ret_signed_p1w": -0.026477253544780477, "alpha_spy_p1w": -0.008749827238009877, "alpha_c_p1w": -0.011110230072381877, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0153670234723986, "ret_p1m": -0.08193317071119144, "ret_signed_p1m": -0.08193317071119144, "alpha_spy_p1m": -0.12277824681741989, "alpha_c_p1m": -0.12876629006454232, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04683311935335088, "ret_p3m": -0.13304701619672743, "ret_signed_p3m": -0.13304701619672743, "alpha_spy_p3m": -0.2387893853050569, "alpha_c_p3m": -0.19074993069368884, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.05770291449696141, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08193317071119144, "alpha_spy_stated": -0.12277824681741989, "alpha_c_stated": -0.12876629006454232, "price_path": [0.0813, 0.0888, 0.1469, 0.2054, 0.2325, 0.2304, 0.2304, 0.2035, 0.1759, 0.1516, 0.1416, 0.1416, 0.2091, 0.4037, 0.4963, 0.5031, 0.6281, 0.7226, 0.7495, 0.7173, 0.802, 0.7867, 0.8542, 0.8542, 0.5617, 0.5085, 0.4731, 0.4525, 0.4285, 0.4611, 0.4487, 0.3839, 0.3139, 0.2743, 0.347, 0.2144, 0.118, 0.2139, 0.2948, 0.2425, 0.1489, 0.1097, 0.151, 0.151, 0.2412, 0.2529, 0.3294, 0.249, 0.2334, 0.2377, 0.2045, 0.2253, 0.1905, -0.0168, 0.0775, 0.0689, 0.041, 0.0846, 0.0727, 0.0457, -0.0196, 0.0, -0.0227, 0.0, 0.0502, 0.0187, -0.0025, -0.0668, -0.0265, -0.0741, -0.0607, -0.0754, -0.1296, -0.1648, -0.1361, -0.1339, -0.1299, -0.1299, -0.1068, -0.1181, -0.1177, -0.1613, -0.1518, -0.0825, -0.0819, -0.0635, -0.0467, -0.0966, -0.0691, -0.0085, -0.0084, -0.0471, -0.0736, -0.0762, -0.0922, -0.1339, -0.0796, -0.127, -0.1492, -0.2133, -0.177, -0.2062, -0.2057, -0.2144, -0.203, -0.2402, -0.22, -0.2543, -0.2377, -0.2438, -0.2266, -0.2303, -0.1777, -0.1777, -0.1398, -0.1444, 0.0118, -0.0219, -0.0368, -0.0355, -0.0963, -0.0353, -0.1225, -0.1284, -0.1669, -0.1838, -0.133, -0.1949, -0.1885, -0.2132, -0.2113, -0.1995, -0.1995, -0.2858, -0.2964, -0.329, -0.3549, -0.3489, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2000920598223163719", "ticker_idx": 0, "ts": "2025-12-16T13:27:00+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it has more to drop", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish IREN; expects further downside from here.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@b_co_co I think it has more to drop", "reply_text": null, "parent_text": "@shabamlo $IREN ?", "quoted_text": null, "parent_author": "b_co_co", "ret_m1d": -0.03033617397438182, "ret_signed_m1d": 0.03033617397438182, "alpha_spy_m1d": 0.033075944955164194, "alpha_c_m1d": 0.0367417569212255, "bench_spy_m1d": 0.0027397709807823745, "bench_c_m1d": 0.00640558294684368, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07679697626599413, "ret_signed_p1d": 0.07679697626599413, "alpha_spy_p1d": 0.0657933822825939, "alpha_c_p1d": 0.07661402220018454, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.00018295406580959295, "ret_p1w": 0.14976768295664367, "ret_signed_p1w": -0.14976768295664367, "alpha_spy_p1w": -0.1333833575324428, "alpha_c_p1w": -0.1317637732939767, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.01800390966266696, "ret_p1m": 0.44520363070769786, "ret_signed_p1m": -0.44520363070769786, "alpha_spy_p1m": -0.4252736393214369, "alpha_c_p1m": -0.45070765785245626, "bench_spy_p1m": 0.019929991386260948, "bench_c_p1m": -0.005504027144758394, "ret_p3m": 0.13637610433608782, "ret_signed_p3m": -0.13637610433608782, "alpha_spy_p3m": -0.15791634460338755, "alpha_c_p3m": -0.23848305819470494, "bench_spy_p3m": -0.021540240267299726, "bench_c_p3m": -0.10210695385861712, "ret_p6m": 0.4080349888744079, "ret_signed_p6m": -0.4080349888744079, "alpha_spy_p6m": -0.3333659633256334, "alpha_c_p6m": -0.44387017135819207, "bench_spy_p6m": 0.07466902554877453, "bench_c_p6m": -0.035835182483784145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.44520363070769786, "alpha_spy_stated": -0.4252736393214369, "alpha_c_stated": -0.45070765785245626, "price_path": [-0.0074, 0.056, 0.1451, 0.1416, 0.2883, 0.2651, 0.144, 0.2553, 0.2826, 0.2867, 0.2851, 0.3791, 0.5783, 0.6857, 0.6423, 0.745, 0.6335, 0.7529, 0.9011, 0.8579, 0.6898, 0.6595, 0.6185, 0.5085, 0.4165, 0.5266, 0.719, 0.7762, 0.7059, 0.6513, 0.5911, 0.6603, 0.8516, 0.821, 1.0883, 0.83, 0.7048, 0.6444, 0.5682, 0.5223, 0.3296, 0.2673, 0.2957, 0.3351, 0.2525, 0.188, 0.155, 0.3252, 0.2973, 0.3241, 0.3241, 0.3066, 0.3252, 0.1238, 0.2014, 0.2695, 0.2219, 0.2665, 0.2801, 0.2003, 0.2009, 0.0967, -0.0303, 0.0, -0.0768, -0.0216, 0.091, 0.1489, 0.1498, 0.1473, 0.1473, 0.1014, 0.0771, 0.0467, 0.0322, 0.0322, 0.167, 0.3184, 0.2547, 0.1923, 0.2484, 0.258, 0.3755, 0.4482, 0.4452, 0.4181, 0.5802, 0.5802, 0.4829, 0.4616, 0.4283, 0.5491, 0.431, 0.6395, 0.7201, 0.6354, 0.4687, 0.4507, 0.4865, 0.2282, 0.0875, 0.1432, 0.2613, 0.1733, 0.1662, 0.094, 0.1539, 0.1539, 0.1197, 0.15, 0.1831, 0.0926, 0.1577, 0.2421, 0.2033, 0.2091, 0.1192, 0.1312, 0.0618, 0.1981, 0.0966, 0.003, 0.0615, 0.0418, 0.1473, 0.1306, 0.1364, 0.2282, 0.1741, 0.1536, 0.1386, 0.1285, 0.1522, 0.1238, 0.1323, 0.0235, -0.041, -0.1358, -0.0631, -0.0683, -0.0497, -0.0497, -0.0399, -0.0232, 0.0066, 0.0128, 0.0746, 0.1771, 0.2946, 0.3342, 0.3036, 0.3151, 0.3315, 0.2345, 0.3225, 0.4217, 0.384, 0.3217, 0.2145, 0.1714, 0.2438, 0.2479, 0.3523, 0.496, 0.6666, 0.5537, 0.6726, 0.5072, 0.5458, 0.5078, 0.5961, 0.4468, 0.3791, 0.3047, 0.4406, 0.5868, 0.5532, 0.5532, 0.6338, 0.8541, 0.7505, 0.7365, 0.7855, 0.8202, 0.7896, 0.6906, 0.4854, 0.6177, 0.4764, 0.408]}
{"unit_id": "orig:2054124655821152587", "ticker_idx": 0, "ts": "2026-05-12T09:00:56+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "international AI infrastructure buildouts are accelerating across Europe, the Middle East, and Asia Pacific - regions where flash storage adoption is earlier cycle, enterprise penetration is lower, and $P's technology advantage is most acute against legacy HDD incumbents still dominant in those markets", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish Pure Storage: market misprices it as a US-only enterprise play; international growth is structural, accelerating, and underpenetrated vs legacy HDD incumbents.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "The market is pricing $P as a US enterprise storage company.\n\nThe Q4 FY2026 prepared remarks quietly dismantled that thesis...\n\nUS revenue in Q4: +9% year-over-year \nInternational revenue in Q4: +48% year-over-year\n\nInternational now represents 36% of total revenue - up from 28% a year ago.\n\nFor the full year: US grew 12%. International grew 25%.\nThis is a structural shift in where $P's growth is actually coming from.\n\n64% Fortune 500 penetration means the addressable whitespace in the US enterprise market is narrowing. \n\nMeanwhile, international AI infrastructure buildouts are accelerating across Europe, the Middle East, and Asia Pacific - regions where flash storage adoption is earlier cycle, enterprise penetration is lower, and $P's technology advantage is most acute against legacy HDD incumbents still dominant in those markets.\n\nThe CFO flagged it directly in the prepared remarks: \"The continued expansion of our international footprint remains a significant opportunity and a key strategic focus.\"\n\nDeals over $5M grew 80% year-over-year in Q4. 1,100 net new customers added in FY26. 335 in Q4 alone.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04812185789898216, "ret_signed_m1d": 0.04812185789898216, "alpha_spy_m1d": 0.04660460672075617, "alpha_c_m1d": 0.03282508114183047, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.015296776757151687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013200509419779571, "ret_signed_p1d": 0.013200509419779571, "alpha_spy_p1d": 0.007605671605168451, "alpha_c_p1d": 0.0037826679789927375, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.009417841440786834, "ret_p1w": -0.08760353883776484, "ret_signed_p1w": -0.08760353883776484, "alpha_spy_p1w": -0.08157523621350804, "alpha_c_p1w": -0.07641628793346245, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.011187250904302393, "ret_p1m": -0.20160809651508893, "ret_signed_p1m": -0.20160809651508893, "alpha_spy_p1m": -0.18433590407428746, "alpha_c_p1m": -0.2097702083242926, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.008162111809203676, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1502, -0.1138, -0.1138, -0.1277, -0.1288, -0.1169, -0.1128, -0.1787, -0.1873, -0.1172, -0.2082, -0.2293, -0.2136, -0.2591, -0.2637, -0.2664, -0.2692, -0.2455, -0.2675, -0.2549, -0.268, -0.262, -0.2458, -0.2387, -0.2273, -0.2146, -0.2484, -0.2264, -0.2182, -0.2143, -0.2555, -0.2922, -0.3161, -0.2915, -0.2671, -0.2502, -0.2502, -0.2659, -0.2573, -0.253, -0.2777, -0.2687, -0.241, -0.232, -0.2213, -0.1864, -0.1963, -0.184, -0.1699, -0.1676, -0.1602, -0.1428, -0.1123, -0.1488, -0.1562, -0.1426, -0.1405, -0.127, -0.1044, -0.1068, -0.0874, -0.062, 0.0481, 0.0, 0.0132, 0.0056, -0.0258, -0.0751, -0.0876, -0.0648, -0.052, 0.0464, 0.0464, 0.0602, 0.0289, -0.1235, -0.0458, 0.0134, -0.0042, -0.0299, -0.0578, -0.1339, -0.1147, -0.16, -0.2016, -0.1679, -0.1322, -0.1036, -0.1208, -0.1279, -0.1046, -0.1046, -0.0755, -0.1316, -0.1264, -0.1397, -0.17, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035826065147355438", "ticker_idx": 0, "ts": "2026-03-22T21:08:52+00:00", "symbol": "STRC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Most of my money is in $STRC. I'm quietly earning compounding 11.75% interest waiting for an opportunity. I could hold this and outperform the market this year.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long STRC (11.75% yield, expects market outperformance this year) and DCA-ing into BTC on a weekly basis.", "resolved_tickers": ["STRC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "I’m loving this market right now.\n\nMost of my money is in $STRC.\n\nI’m quietly earning compounding 11.75% interest waiting for an opportunity.\n\nI could hold this and outperform the market this year.\n\nWeekly DCA’s on $BTC also. I just hit my Q1 target two weeks early.\n\nNot enough people around here speak about the monster of $STRC that @saylor has created.\n\nNFA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.003104365372671003, "ret_signed_m1d": -0.003104365372671003, "alpha_spy_m1d": 0.00728652163044774, "alpha_c_m1d": 0.00728652163044774, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009012140661150969, "ret_signed_p1d": 0.0009012140661150969, "alpha_spy_p1d": 0.004258028543292602, "alpha_c_p1d": 0.004258028543292602, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": 0.0010513377293024373, "ret_signed_p1w": 0.0010513377293024373, "alpha_spy_p1w": 0.036771085549922033, "alpha_c_p1w": 0.036771085549922033, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.003909431054920809, "ret_signed_p1m": 0.003909431054920809, "alpha_spy_p1m": -0.0703986507896539, "alpha_c_p1m": -0.0703986507896539, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.08638043193127165, "ret_signed_p3m": -0.08638043193127165, "alpha_spy_p3m": -0.22871582692185732, "alpha_c_p3m": -0.22871582692185732, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.003909431054920809, "alpha_spy_stated": -0.0703986507896539, "alpha_c_stated": -0.0703986507896539, "price_path": [-0.0366, -0.0366, -0.0348, -0.0383, -0.0364, -0.0382, -0.0382, -0.0297, -0.0272, -0.0268, -0.0266, -0.0262, -0.0262, -0.0258, -0.0263, -0.026, -0.0176, -0.0174, -0.0174, -0.0261, -0.0219, -0.0203, -0.0224, -0.0268, -0.0257, -0.0274, -0.0353, -0.0274, -0.0268, -0.0327, -0.0372, -0.0797, -0.0297, -0.0202, -0.0207, -0.0175, -0.0172, -0.0102, -0.0102, -0.0148, -0.0131, -0.0116, -0.01, -0.0098, -0.0091, -0.0086, -0.0082, -0.0082, -0.0082, -0.0081, -0.0077, -0.0081, -0.008, -0.0076, -0.008, -0.0079, -0.0081, -0.0011, -0.0003, 0.0002, -0.0029, -0.0038, -0.0031, 0.0, 0.0009, 0.0008, 0.0011, 0.0005, 0.0011, 0.0016, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0014, 0.0042, 0.0016, 0.0031, 0.0042, 0.0039, 0.0054, 0.007, 0.0063, 0.0055, 0.0055, 0.0057, 0.0086, 0.0097, 0.0106, 0.0107, 0.0108, 0.0107, 0.011, 0.0111, 0.011, 0.0111, 0.0111, 0.0126, 0.0067, 0.0106, 0.0123, 0.0139, 0.0137, 0.0137, 0.0155, 0.0124, 0.0063, 0.0106, 0.0012, -0.0127, -0.0337, -0.0259, -0.0465, -0.0113, -0.0181, -0.0219, -0.015, -0.0322, -0.0182, -0.0534, -0.0822, -0.0864, -0.0864, -0.0843, -0.0996, -0.1663, -0.2194, -0.231, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035826065147355438", "ticker_idx": 1, "ts": "2026-03-22T21:08:52+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": "Weekly DCA's on $BTC also. I just hit my Q1 target two weeks early.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long STRC (11.75% yield, expects market outperformance this year) and DCA-ing into BTC on a weekly basis.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I’m loving this market right now.\n\nMost of my money is in $STRC.\n\nI’m quietly earning compounding 11.75% interest waiting for an opportunity.\n\nI could hold this and outperform the market this year.\n\nWeekly DCA’s on $BTC also. I just hit my Q1 target two weeks early.\n\nNot enough people around here speak about the monster of $STRC that @saylor has created.\n\nNFA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0055316113006111944, "ret_signed_m1d": -0.0055316113006111944, "alpha_spy_m1d": 0.004859275702507548, "alpha_c_m1d": 0.004859275702507548, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005598262529164066, "ret_signed_p1d": -0.005598262529164066, "alpha_spy_p1d": -0.002241448051986561, "alpha_c_p1d": -0.002241448051986561, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.05955612264795529, "ret_signed_p1w": -0.05955612264795529, "alpha_spy_p1w": -0.023836374827335693, "alpha_c_p1w": -0.023836374827335693, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.0766822935337732, "ret_signed_p1m": 0.0766822935337732, "alpha_spy_p1m": 0.002374211689198491, "alpha_c_p1m": 0.002374211689198491, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.11307061438771981, "ret_signed_p3m": -0.11307061438771981, "alpha_spy_p3m": -0.2554060093783055, "alpha_c_p3m": -0.2554060093783055, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0766822935337732, "alpha_spy_stated": 0.002374211689198491, "alpha_c_stated": 0.002374211689198491, "price_path": [0.2355, 0.2301, 0.2311, 0.2288, 0.247, 0.234, 0.2512, 0.2683, 0.3239, 0.3217, 0.2876, 0.2836, 0.2764, 0.286, 0.3442, 0.3668, 0.3474, 0.347, 0.3051, 0.2453, 0.2603, 0.2615, 0.2621, 0.2447, 0.2565, 0.2576, 0.1924, 0.1863, 0.1096, 0.0665, 0.0297, -0.1158, -0.0051, -0.0112, -0.0299, -0.0553, -0.0662, -0.029, -0.0292, -0.0482, -0.0633, -0.0558, -0.041, -0.0888, -0.0964, -0.0417, -0.0488, -0.071, -0.0302, -0.037, 0.0253, -0.001, -0.0392, -0.0354, -0.0139, -0.01, -0.0059, 0.0008, 0.0556, 0.0424, 0.0047, -0.0141, -0.0055, 0.0, -0.0056, 0.0056, -0.0299, -0.0645, -0.0596, -0.0378, -0.04, -0.0568, -0.0562, -0.029, 0.0145, 0.0029, 0.012, 0.0291, 0.0503, 0.0461, 0.0549, 0.0598, 0.0876, 0.0699, 0.0767, 0.1028, 0.1037, 0.0922, 0.091, 0.0767, 0.0686, 0.076, 0.1024, 0.1257, 0.1412, 0.1482, 0.1283, 0.1307, 0.1525, 0.1348, 0.1179, 0.1429, 0.1149, 0.0852, 0.0823, 0.0923, 0.0934, 0.0645, 0.0898, 0.0693, 0.0484, 0.037, 0.0347, 0.0057, -0.0594, -0.0973, -0.1003, -0.1409, -0.1103, -0.1307, -0.1335, -0.1037, -0.104, -0.0652, -0.0749, -0.0916, -0.1131, -0.104, -0.0982, -0.1163, -0.1399, -0.1578, -0.1537, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057806432221991181", "ticker_idx": 0, "ts": "2026-05-22T12:51:00+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When I first covered $OUST, the thesis was that their digital architecture would prove itself across environments no mechanical system could reach. The Moon is the proof of concept.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST: NASA lunar qualification of solid-state LiDAR validates digital architecture thesis and creates a permanent, compounding commercial reference no competitor can replicate.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST now being integrated into NASA.\n\nNASA Marshall selected Ouster's system for the Astrolab FLIP rover - launching late 2026 to the lunar south pole for navigation, obstacle detection, and hazard avoidance.\nHere's why this is more than a headline.\n\n1. The Moon is the hardest environment a sensor can operate in.\n\nTemperature swings of over 300°C. No atmosphere. Radiation. Abrasive dust that destroys mechanical components.\nGetting any LiDAR to survive those conditions requires serious engineering validation - not a press release. NASA Marshall signed off on this system. That means something.\n\n2. $OUST's digital architecture is why they were selected.\n\nTraditional mechanical LiDAR fails in vacuum - moving parts break down under extreme heat and cold. Ouster's solid-state design has no moving parts to fail.\nThe same silicon architecture that delivers colour LiDAR on Earth is what made this system hardenable for space.\n\n3. A lunar qualification is a permanent commercial reference point.\n\nEvery defense contractor, autonomous vehicle platform, and infrastructure operator now has one data point: this sensor survived NASA's qualification process for the harshest environment we've ever sent a rover into.\nNo competitor can buy that reference. It compounds over time.\n\nWhen I first covered $OUST, the thesis was that their digital architecture would prove itself across environments no mechanical system could reach. The Moon is the proof of concept.\n\n$OUST $NASA $NVDA", "reply_text": null, "parent_text": null, "quoted_text": "Ouster lidar heading to the moon 🚀🌑", "parent_author": null, "ret_m1d": -0.05238991873242027, "ret_signed_m1d": -0.05238991873242027, "alpha_spy_m1d": -0.048473766201483914, "alpha_c_m1d": -0.042467035361974936, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.009922883370445335, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.24358630178531548, "ret_signed_p1w": 0.24358630178531548, "alpha_spy_p1w": 0.22904847081137936, "alpha_c_p1w": 0.18465833633421602, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.05892796545109946, "ret_p1m": 0.28760469557004753, "ret_signed_p1m": 0.28760469557004753, "alpha_spy_p1m": 0.2867091810702136, "alpha_c_p1m": 0.22114248986625062, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0664622057037969, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28760469557004753, "alpha_spy_stated": 0.2867091810702136, "alpha_c_stated": 0.22114248986625062, "price_path": [-0.4964, -0.4653, -0.4699, -0.4883, -0.4531, -0.4134, -0.3956, -0.428, -0.4526, -0.445, -0.3959, -0.3316, -0.3908, -0.4202, -0.4248, -0.4224, -0.4399, -0.4313, -0.4585, -0.428, -0.4445, -0.454, -0.4785, -0.5231, -0.5509, -0.5039, -0.4972, -0.4737, -0.4737, -0.4785, -0.478, -0.4529, -0.4591, -0.4413, -0.4091, -0.3675, -0.34, -0.3473, -0.3449, -0.2671, -0.2544, -0.2503, -0.2868, -0.2379, -0.273, -0.2944, -0.3103, -0.2719, -0.2857, -0.2398, -0.2277, -0.2062, -0.3381, -0.3195, -0.2763, -0.2682, -0.0772, -0.0586, -0.0586, -0.1699, -0.1974, -0.1664, -0.0524, 0.0, 0.0, 0.1531, 0.1944, 0.1431, 0.2436, 0.2133, 0.243, 0.1871, 0.2717, 0.0716, 0.104, 0.0402, 0.0367, 0.0697, 0.0748, 0.2201, 0.1539, 0.0996, 0.2576, 0.2576, 0.2876, 0.2196, 0.0994, 0.1294, 0.1348, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069157577804435887", "ticker_idx": 0, "ts": "2026-06-22T20:36:24+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IONQ $RGTI $QBTS $INFQ", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on quantum computing stocks on Trump EOs accelerating post-quantum encryption deadline to 2029-2030 and $2B CHIPS Act financing.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Trump signed two quantum EOs today. $INFQ CEO was in the White House with him.\n\nFederal agencies must migrate to post-quantum encryption by 2029–2030.\n\nThe original deadline was 2035.\n\nMiss it - explain yourself to the OMB.\n\n$2B in CHIPS Act financing for quantum companies was already announced in May.\n\nThe government just put a hard date on the threat window.\n\n$IONQ $RGTI $QBTS $INFQ", "reply_text": null, "parent_text": null, "quoted_text": "President Trump Signs Executive Orders, Jun. 22, 2026 https://t.co/5QGc2meUet", "parent_author": null, "ret_m1d": 0.008124481125325822, "ret_signed_m1d": 0.008124481125325822, "alpha_spy_m1d": -0.006611467655664338, "alpha_c_m1d": -0.035091716005733575, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.0432161971310594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07346586192048421, "ret_signed_p1d": -0.07346586192048421, "alpha_spy_p1d": -0.0730023448568411, "alpha_c_p1d": -0.06727660422713522, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.006189257693348993, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4842, -0.5245, -0.5404, -0.5016, -0.5196, -0.4935, -0.4935, -0.4946, -0.5075, -0.4989, -0.5146, -0.5023, -0.4856, -0.3818, -0.2524, -0.2277, -0.2033, -0.1647, -0.2, -0.1813, -0.2458, -0.2621, -0.2422, -0.2553, -0.2721, -0.2201, -0.2014, -0.2092, -0.1703, -0.0913, -0.1758, -0.1488, -0.0166, -0.0342, -0.0448, -0.0066, -0.102, -0.1476, -0.1627, -0.093, 0.018, 0.1001, 0.1001, 0.0997, 0.1305, 0.2124, 0.2458, 0.1976, 0.2342, 0.1794, 0.135, -0.0185, 0.0856, -0.0201, -0.0211, 0.0024, 0.0, 0.0576, -0.0309, -0.0546, -0.0225, -0.0225, 0.0081, 0.0, -0.0735, -0.126, -0.1476, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069157577804435887", "ticker_idx": 1, "ts": "2026-06-22T20:36:24+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IONQ $RGTI $QBTS $INFQ", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on quantum computing stocks on Trump EOs accelerating post-quantum encryption deadline to 2029-2030 and $2B CHIPS Act financing.", "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": "quote", "lang": "en", "tweet_text": "Trump signed two quantum EOs today. $INFQ CEO was in the White House with him.\n\nFederal agencies must migrate to post-quantum encryption by 2029–2030.\n\nThe original deadline was 2035.\n\nMiss it - explain yourself to the OMB.\n\n$2B in CHIPS Act financing for quantum companies was already announced in May.\n\nThe government just put a hard date on the threat window.\n\n$IONQ $RGTI $QBTS $INFQ", "reply_text": null, "parent_text": null, "quoted_text": "President Trump Signs Executive Orders, Jun. 22, 2026 https://t.co/5QGc2meUet", "parent_author": null, "ret_m1d": 0.004699176263835758, "ret_signed_m1d": 0.004699176263835758, "alpha_spy_m1d": -0.010036772517154402, "alpha_c_m1d": -0.03851702086722364, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.0432161971310594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08223683945171256, "ret_signed_p1d": -0.08223683945171256, "alpha_spy_p1d": -0.08177332238806945, "alpha_c_p1d": -0.07604758175836357, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.006189257693348993, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3228, -0.3741, -0.3938, -0.3402, -0.3656, -0.3332, -0.3332, -0.3327, -0.3496, -0.3172, -0.3275, -0.3102, -0.289, -0.2072, -0.102, -0.086, -0.0691, -0.0771, -0.1424, -0.1363, -0.2077, -0.2195, -0.2054, -0.2298, -0.2444, -0.18, -0.1776, -0.1682, -0.1414, -0.0559, -0.1382, -0.11, -0.0362, -0.1039, -0.1346, -0.0945, -0.1612, -0.219, -0.25, -0.2068, 0.0357, 0.2415, 0.2415, 0.1779, 0.157, 0.2702, 0.2002, 0.2044, 0.2632, 0.1323, 0.1353, -0.0282, 0.0228, -0.0747, -0.0862, -0.0305, -0.0141, 0.0667, -0.0301, -0.0486, 0.0038, 0.0038, 0.0047, 0.0, -0.0822, -0.1349, -0.1372, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069157577804435887", "ticker_idx": 2, "ts": "2026-06-22T20:36:24+00:00", "symbol": "QBTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IONQ $RGTI $QBTS $INFQ", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on quantum computing stocks on Trump EOs accelerating post-quantum encryption deadline to 2029-2030 and $2B CHIPS Act financing.", "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": "quote", "lang": "en", "tweet_text": "Trump signed two quantum EOs today. $INFQ CEO was in the White House with him.\n\nFederal agencies must migrate to post-quantum encryption by 2029–2030.\n\nThe original deadline was 2035.\n\nMiss it - explain yourself to the OMB.\n\n$2B in CHIPS Act financing for quantum companies was already announced in May.\n\nThe government just put a hard date on the threat window.\n\n$IONQ $RGTI $QBTS $INFQ", "reply_text": null, "parent_text": null, "quoted_text": "President Trump Signs Executive Orders, Jun. 22, 2026 https://t.co/5QGc2meUet", "parent_author": null, "ret_m1d": -0.022373206469378903, "ret_signed_m1d": -0.022373206469378903, "alpha_spy_m1d": -0.037109155250369064, "alpha_c_m1d": -0.0655894036004383, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.0432161971310594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08190176141317229, "ret_signed_p1d": -0.08190176141317229, "alpha_spy_p1d": -0.08143824434952918, "alpha_c_p1d": -0.0757125037198233, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.006189257693348993, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4147, -0.4447, -0.4814, -0.4235, -0.4527, -0.4279, -0.4279, -0.4351, -0.4511, -0.4179, -0.4459, -0.4307, -0.4147, -0.322, -0.1686, -0.1402, -0.1334, -0.1346, -0.1866, -0.1514, -0.2285, -0.2613, -0.2489, -0.2765, -0.2701, -0.1898, -0.1814, -0.1642, -0.1394, -0.0479, -0.1215, -0.0983, -0.04, -0.1071, -0.1434, -0.1159, -0.187, -0.2385, -0.2733, -0.2289, 0.0284, 0.1746, 0.1746, 0.1115, 0.0979, 0.1782, 0.2042, 0.1658, 0.195, 0.1007, 0.1043, -0.0471, 0.032, -0.0603, -0.0711, -0.0483, -0.0663, 0.0491, -0.0435, -0.0843, -0.0136, -0.0136, -0.0224, 0.0, -0.0819, -0.1247, -0.0907, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069157577804435887", "ticker_idx": 3, "ts": "2026-06-22T20:36:24+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INFQ CEO was in the White House with him", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on quantum computing stocks on Trump EOs accelerating post-quantum encryption deadline to 2029-2030 and $2B CHIPS Act financing.", "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": "quote", "lang": "en", "tweet_text": "Trump signed two quantum EOs today. $INFQ CEO was in the White House with him.\n\nFederal agencies must migrate to post-quantum encryption by 2029–2030.\n\nThe original deadline was 2035.\n\nMiss it - explain yourself to the OMB.\n\n$2B in CHIPS Act financing for quantum companies was already announced in May.\n\nThe government just put a hard date on the threat window.\n\n$IONQ $RGTI $QBTS $INFQ", "reply_text": null, "parent_text": null, "quoted_text": "President Trump Signs Executive Orders, Jun. 22, 2026 https://t.co/5QGc2meUet", "parent_author": null, "ret_m1d": -0.10964912254493842, "ret_signed_m1d": -0.10964912254493842, "alpha_spy_m1d": -0.12438507132592858, "alpha_c_m1d": -0.12438507132592858, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.01473594878099016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11654133159345537, "ret_signed_p1d": -0.11654133159345537, "alpha_spy_p1d": -0.11607781452981225, "alpha_c_p1d": -0.11607781452981225, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.0004635170636431152, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3327, -0.3828, -0.4411, -0.3853, -0.4104, -0.3377, -0.3377, -0.3452, -0.3709, -0.2907, -0.255, -0.2112, -0.2112, -0.1153, -0.0602, -0.0244, 0.0915, 0.0025, -0.0595, -0.0695, -0.1253, -0.1685, -0.1667, -0.2093, -0.2444, -0.255, -0.2224, -0.2306, -0.2419, -0.151, -0.2412, -0.2406, -0.1955, -0.1792, -0.1673, -0.1247, -0.2206, -0.2876, -0.334, -0.2995, -0.0789, 0.0244, 0.0244, -0.005, -0.0313, 0.1134, 0.0163, 0.1084, 0.245, 0.0909, 0.062, -0.0877, -0.0721, -0.141, -0.1491, -0.1153, -0.1591, -0.0714, -0.1617, -0.1642, -0.1523, -0.1523, -0.1096, 0.0, -0.1165, -0.1986, -0.146, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2032451449662185655", "ticker_idx": 0, "ts": "2026-03-13T13:39:21+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I need more!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS; author wants to add more shares citing Palantir partnership driving visibility.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Big names are paying attention to $ONDS.\n\nThe $PLTR partnership is giving them a lot of visibility.\n\nI need more!", "reply_text": null, "parent_text": null, "quoted_text": "This week I purchased shares in Ondas $ONDS\n\nThis position was built after it became apparent that the future will be dominated by autonomous systems.\n\nFrom land to sea to air, the proliferation of drones and other autonomous systems is going to fundamentally change the way we", "parent_author": null, "ret_m1d": 0.016732291225107332, "ret_signed_m1d": 0.016732291225107332, "alpha_spy_m1d": 0.011039935968996772, "alpha_c_m1d": 0.011039935968996772, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0056923552561105595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03641731211770893, "ret_signed_p1d": 0.03641731211770893, "alpha_spy_p1d": 0.026240447107252374, "alpha_c_p1d": 0.026240447107252374, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.01017686501045656, "ret_p1w": -0.009842463513508926, "ret_signed_p1w": -0.009842463513508926, "alpha_spy_p1w": 0.008199062765167908, "alpha_c_p1w": 0.008199062765167908, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018041526278676834, "ret_p1m": -0.06791334554587158, "ret_signed_p1m": -0.06791334554587158, "alpha_spy_p1m": -0.10669355222206911, "alpha_c_p1m": -0.10669355222206911, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.038780206676197526, "ret_p3m": -0.0836613622599528, "ret_signed_p3m": -0.0836613622599528, "alpha_spy_p3m": -0.18198862085090106, "alpha_c_p3m": -0.18198862085090106, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.09832725859094826, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06791334554587158, "alpha_spy_stated": -0.10669355222206911, "alpha_c_stated": -0.10669355222206911, "price_path": [-0.2037, -0.2746, -0.2323, -0.0925, -0.0876, -0.1181, -0.1014, -0.1014, -0.1654, -0.1673, -0.1152, -0.0394, -0.0394, 0.0846, 0.2333, 0.2638, 0.1988, 0.3789, 0.3474, 0.2982, 0.3671, 0.3346, 0.2618, 0.1969, 0.1969, 0.2923, 0.2352, 0.2421, 0.1978, 0.0984, 0.2067, 0.2077, 0.1093, 0.0197, 0.0472, 0.1201, -0.0472, -0.1654, -0.0463, 0.0177, -0.0472, -0.0915, -0.1171, -0.0837, -0.0837, -0.0108, 0.0896, 0.1211, -0.0128, 0.003, 0.0236, 0.0138, 0.0285, -0.0079, 0.0502, -0.0138, 0.0344, 0.0325, -0.0325, -0.0433, -0.0148, -0.0325, 0.0167, 0.0, 0.0364, 0.1102, 0.0659, 0.0581, -0.0098, 0.0728, 0.0512, 0.0148, -0.0709, -0.1339, -0.1978, -0.1102, -0.1329, -0.0551, -0.0551, -0.063, -0.062, -0.0699, -0.1004, -0.1014, -0.0679, -0.0748, -0.0128, 0.0039, -0.0157, 0.0561, 0.0699, 0.0886, 0.0374, 0.0384, 0.0778, 0.0315, -0.0659, -0.0118, 0.0157, -0.0423, -0.0817, -0.0807, -0.125, -0.1083, -0.0728, -0.1102, -0.128, 0.1033, 0.0453, -0.0453, -0.1019, -0.0787, -0.0965, -0.1083, -0.1083, -0.0384, 0.063, 0.3041, 0.3012, 0.3248, 0.3366, 0.1427, 0.1781, 0.0266, 0.0138, -0.0502, -0.0837, -0.0325, -0.0817, -0.064, -0.0935, -0.1024, -0.0876, -0.0876, -0.125, -0.1604, -0.2441, -0.2446, -0.2293, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064017787303960686", "ticker_idx": 0, "ts": "2026-06-08T16:12:42+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 is the only US-listed, fully compliant digital LiDAR company in the market. Not only is the tech elite, but the company has one of the best regulatory positions I've seen of any company. I like this as a play advantageous to the Trump administrations national sovereignty program in the economy. $OUST is a compliance-mandated LiDAR monopoly in formation.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long OUST as the sole US-listed compliant LiDAR company set to become a compliance-mandated monopoly once NDAA Section 164 cuts off Chinese suppliers by June 30, 2026.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$OUST is the only US-listed compliant LiDAR company and a hard deadline just got set.\n\nJune 30, 2026 - NDAA Section 164 goes live.\n\nFrom that date, the DoD cannot operate, procure, or use LiDAR manufactured or reliant on software/data infrastructure connected to China, Russia, Iran, or North Korea.\n\nChinese suppliers currently account for approximately 95% of the global automotive LiDAR market. $HSAI , RoboSense, Huawei, and Seyond together control 89% of the total market. \n\nSection 164 doesn't clip a fringe player - it cuts off the dominant supply chain of an entire industry for every DoD-adjacent application.\n\nThe GUARD Act (H.R.9129) runs on a separate track - FCC Covered List mechanism, targeting communications equipment inside humanoid and quadruped robots. Any adversary-produced system not reviewed within 12 months is auto-banned.\n\nTwo bills. Two mechanisms. Both route to the same outcome: Chinese LiDAR and Chinese robots become progressively illegal to use if you touch federal money.\n\n$OUST is the only US-listed, fully compliant digital LiDAR company in the market. Not only is the tech elite, but the company has one of the best refulatory positions I've seen of any company.\n\nI like this as a play advantageous to the Trump administrations national sovereignty program in the economy. $OUST  is a compliance-mandated LiDAR monopoly in formation.\n\n---\n\nShoutout to @usppdd for being the no1 account for $OUST breaking news. 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{"unit_id": "orig:2007029813123445046", "ticker_idx": 0, "ts": "2026-01-02T10:02:50+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS DEFENCE - Drones are going to run hot", "tweet_type": "prediction", "timeline": "months", "summary": "2026 watchlist: long ONDS (drones), PATH (AI/S&P inclusion), IREN (data center), TE (solar), NBIS (cloud), MSTR (BTC ATH leverage), CCCX (quantum/gov acquisition).", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "My current stock watchlist going into 2026:\n\n$ONDS DEFENCE\n\n- Drones are going to run hot\n\n$PATH\n\n- AI automation is growing\n- S&P inclusion\n\n$IREN\n\n- AI Data Center demand isn’t going to disappear \n\n$TE\n\n- Solar will be a key theme… energy needs are endless and we need quick solutions \n\n$NBIS\n\n- Demand for Cloud not stopping\n\n$MSTR\n\n- Bitcoin will reach new ATH’s \n- MSTR perfectly leveraged for this\n\n$CCCX\n\n- Government acquisition potential\n- Quantum resurgence \n\nAny to add guys?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11433758407824357, "ret_signed_m1d": -0.11433758407824357, "alpha_spy_m1d": -0.11250794469261294, "alpha_c_m1d": -0.11250794469261294, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.0018296393856306326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13702352200391377, "ret_signed_p1d": 0.13702352200391377, "alpha_spy_p1d": 0.1303633148956691, "alpha_c_p1d": 0.1303633148956691, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.0066602071082446646, "ret_p1w": 0.24228666167963686, "ret_signed_p1w": 0.24228666167963686, "alpha_spy_p1w": 0.22633158830365185, "alpha_c_p1w": 0.22633158830365185, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.034482767573136064, "ret_signed_p1m": -0.034482767573136064, "alpha_spy_p1m": -0.052399240237491984, "alpha_c_p1m": -0.052399240237491984, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.01791647266435592, "ret_p3m": -0.20054445974092594, "ret_signed_p3m": -0.20054445974092594, "alpha_spy_p3m": -0.16228091694257918, "alpha_c_p3m": -0.16228091694257918, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.034482767573136064, "alpha_spy_stated": -0.052399240237491984, "alpha_c_stated": -0.052399240237491984, "price_path": [0.0064, 0.0218, -0.0481, -0.1633, -0.0191, -0.0554, -0.137, -0.2559, -0.3094, -0.2949, -0.3475, -0.3884, -0.3593, -0.323, -0.3167, -0.3838, -0.3875, -0.4292, -0.4156, -0.4419, -0.4592, -0.4555, -0.5236, -0.4728, -0.4664, -0.4737, -0.5, -0.4047, -0.3485, -0.4324, -0.2886, -0.3194, -0.431, -0.3888, -0.2087, -0.2341, -0.2523, -0.2523, -0.2831, -0.3122, -0.2677, -0.1906, -0.1661, -0.177, -0.1815, -0.1624, -0.2446, -0.1815, -0.206, -0.3022, -0.2659, -0.3312, -0.2922, -0.1633, -0.1588, -0.1869, -0.1715, -0.1715, -0.2305, -0.2323, -0.1842, -0.1143, -0.1143, 0.0, 0.137, 0.1652, 0.1053, 0.2713, 0.2423, 0.1969, 0.2604, 0.2305, 0.1633, 0.1034, 0.1034, 0.1915, 0.1388, 0.1452, 0.1044, 0.0127, 0.1125, 0.1134, 0.0227, -0.0599, -0.0345, 0.0327, -0.1216, -0.2305, -0.1207, -0.0617, -0.1216, -0.1624, -0.186, -0.1552, -0.1552, -0.088, 0.0045, 0.0336, -0.0898, -0.0753, -0.0563, -0.0653, -0.0517, -0.0853, -0.0318, -0.0907, -0.0463, -0.0481, -0.108, -0.118, -0.0917, -0.108, -0.0626, -0.078, -0.0445, 0.0236, -0.0172, -0.0245, -0.0871, -0.0109, -0.0309, -0.0644, -0.1434, -0.2015, -0.2604, -0.1797, -0.2005, -0.1289, -0.1289, -0.1361, -0.1352, -0.1425, -0.1706, -0.1715, -0.1407, -0.147, -0.0898, -0.0744, -0.0926, -0.0263, -0.0136, 0.0036, -0.0436, -0.0426, -0.0064, -0.049, -0.1388, -0.0889, -0.0635, -0.1171, -0.1534, -0.1525, -0.1933, -0.1779, -0.1452, -0.1797, -0.196, 0.0172, -0.0363, -0.1198, -0.172, -0.1506, -0.167, -0.1779, -0.1779, -0.1134, -0.02, 0.2024, 0.1996, 0.2214, 0.2323, 0.0535, 0.0862, -0.0535, -0.0653, -0.1243, -0.1552, -0.108, -0.1534, -0.137, -0.1642, -0.1724, -0.1588, -0.1588, -0.1933, -0.226, -0.3031, -0.3035, -0.2895, null]}
{"unit_id": "orig:2007029813123445046", "ticker_idx": 1, "ts": "2026-01-02T10:02:50+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PATH - AI automation is growing - S&P inclusion", "tweet_type": "prediction", "timeline": "months", "summary": "2026 watchlist: long ONDS (drones), PATH (AI/S&P inclusion), IREN (data center), TE (solar), NBIS (cloud), MSTR (BTC ATH leverage), CCCX (quantum/gov acquisition).", "resolved_tickers": ["PATH"], "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": "My current stock watchlist going into 2026:\n\n$ONDS DEFENCE\n\n- Drones are going to run hot\n\n$PATH\n\n- AI automation is growing\n- S&P inclusion\n\n$IREN\n\n- AI Data Center demand isn’t going to disappear \n\n$TE\n\n- Solar will be a key theme… energy needs are endless and we need quick solutions \n\n$NBIS\n\n- Demand for Cloud not stopping\n\n$MSTR\n\n- Bitcoin will reach new ATH’s \n- MSTR perfectly leveraged for this\n\n$CCCX\n\n- Government acquisition potential\n- Quantum resurgence \n\nAny to add guys?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03211582314434236, "ret_signed_m1d": 0.03211582314434236, "alpha_spy_m1d": 0.03394546252997299, "alpha_c_m1d": 0.03394546252997299, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.0018296393856306326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00944587979367717, "ret_signed_p1d": 0.00944587979367717, "alpha_spy_p1d": 0.0027856726854325053, "alpha_c_p1d": 0.0027856726854325053, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.0066602071082446646, "ret_p1w": 0.027707781940327303, "ret_signed_p1w": 0.027707781940327303, "alpha_spy_p1w": 0.011752708564342296, "alpha_c_p1w": 0.011752708564342296, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.2103274640124574, "ret_signed_p1m": -0.2103274640124574, "alpha_spy_p1m": -0.2282439366768133, "alpha_c_p1m": -0.2282439366768133, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.01791647266435592, "ret_p3m": -0.30604531622500875, "ret_signed_p3m": -0.30604531622500875, "alpha_spy_p3m": -0.267781773426662, "alpha_c_p3m": -0.267781773426662, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2103274640124574, "alpha_spy_stated": -0.2282439366768133, "alpha_c_stated": -0.2282439366768133, "price_path": [-0.0668, -0.0189, 0.1656, 0.0737, 0.0793, 0.0378, 0.051, 0.0031, -0.0277, 0.0031, 0.0252, -0.0535, -0.0277, 0.0378, 0.0951, 0.0176, 0.0208, -0.0006, -0.0013, -0.0006, -0.1014, -0.0838, -0.1096, -0.0995, -0.1058, -0.0951, -0.1026, -0.1127, -0.1165, -0.1486, -0.1348, -0.1511, -0.1984, -0.1807, -0.1618, -0.1429, -0.1442, -0.1442, -0.1272, -0.1108, -0.0995, -0.0642, 0.1637, 0.1757, 0.2147, 0.1952, 0.177, 0.1354, 0.097, 0.0176, 0.0132, 0.005, 0.0038, 0.0151, 0.0516, 0.005, 0.0806, 0.0806, 0.0605, 0.0611, 0.0497, 0.0321, 0.0321, 0.0, 0.0094, 0.0913, 0.1234, 0.063, 0.0277, 0.0856, 0.0057, -0.0321, -0.0686, -0.097, -0.097, -0.0951, -0.1058, -0.046, -0.068, -0.0611, -0.0957, -0.1115, -0.1656, -0.2072, -0.2103, -0.2349, -0.2236, -0.2393, -0.1883, -0.1814, -0.1845, -0.2639, -0.296, -0.2872, -0.2872, -0.3111, -0.301, -0.2941, -0.3199, -0.3596, -0.364, -0.3741, -0.3256, -0.3243, -0.3262, -0.3048, -0.3029, -0.2727, -0.2531, -0.2462, -0.2702, -0.2204, -0.284, -0.2708, -0.2714, -0.2456, -0.216, -0.2292, -0.2406, -0.2361, -0.3029, -0.3117, -0.3048, -0.3268, -0.3155, -0.301, -0.306, -0.2922, -0.2922, -0.2979, -0.3105, -0.3457, -0.3741, -0.4093, -0.3627, -0.369, -0.3319, -0.3319, -0.3445, -0.335, -0.3212, -0.3142, -0.3646, -0.347, -0.3413, -0.335, -0.3463, -0.3514, -0.3281, -0.318, -0.3262, -0.3388, -0.3117, -0.3205, -0.3287, -0.3696, -0.4037, -0.3911, -0.3533, -0.33, -0.3356, -0.3218, -0.3344, -0.3117, -0.3117, -0.3016, -0.2972, -0.2708, -0.262, -0.1751, -0.233, -0.2651, -0.2651, -0.2922, -0.2966, -0.323, -0.323, -0.3293, -0.3356, -0.3205, -0.3375, -0.3558, -0.3533, -0.3533, -0.3602, -0.3602, -0.3508, -0.3747, -0.3369, null]}
{"unit_id": "orig:2007029813123445046", "ticker_idx": 2, "ts": "2026-01-02T10:02:50+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN - AI Data Center demand isn't going to disappear", "tweet_type": "prediction", "timeline": "months", "summary": "2026 watchlist: long ONDS (drones), PATH (AI/S&P inclusion), IREN (data center), TE (solar), NBIS (cloud), MSTR (BTC ATH leverage), CCCX (quantum/gov acquisition).", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "My current stock watchlist going into 2026:\n\n$ONDS DEFENCE\n\n- Drones are going to run hot\n\n$PATH\n\n- AI automation is growing\n- S&P inclusion\n\n$IREN\n\n- AI Data Center demand isn’t going to disappear \n\n$TE\n\n- Solar will be a key theme… energy needs are endless and we need quick solutions \n\n$NBIS\n\n- Demand for Cloud not stopping\n\n$MSTR\n\n- Bitcoin will reach new ATH’s \n- MSTR perfectly leveraged for this\n\n$CCCX\n\n- Government acquisition potential\n- Quantum resurgence \n\nAny to add guys?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11545667955712702, "ret_signed_m1d": -0.11545667955712702, "alpha_spy_m1d": -0.11362704017149639, "alpha_c_m1d": -0.11254387274067013, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.002912806816456892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12974240788153968, "ret_signed_p1d": 0.12974240788153968, "alpha_spy_p1d": 0.12308220077329501, "alpha_c_p1d": 0.10789639178212296, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.02184601609941672, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.062030827253029, "alpha_c_p1w": 0.06342186654672965, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.01456403408228435, "ret_p1m": 0.2430913555656029, "ret_signed_p1m": 0.2430913555656029, "alpha_spy_p1m": 0.225174882901247, "alpha_c_p1m": 0.2594758676401654, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": -0.016384512074562485, "ret_p3m": -0.20163935495346474, "ret_signed_p3m": -0.20163935495346474, "alpha_spy_p3m": -0.16337581215511798, "alpha_c_p3m": -0.10632060108812746, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.09531875386533728, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2430913555656029, "alpha_spy_stated": 0.225174882901247, "alpha_c_stated": 0.2594758676401654, "price_path": [0.4445, 0.4073, 0.4953, 0.3998, 0.5021, 0.629, 0.592, 0.448, 0.422, 0.3869, 0.2926, 0.2138, 0.3082, 0.4731, 0.522, 0.4618, 0.415, 0.3635, 0.4227, 0.5867, 0.5604, 0.7895, 0.5681, 0.4609, 0.4091, 0.3438, 0.3044, 0.1393, 0.0859, 0.1103, 0.144, 0.0733, 0.018, -0.0103, 0.1356, 0.1117, 0.1347, 0.1347, 0.1197, 0.1356, -0.037, 0.0295, 0.0878, 0.0471, 0.0852, 0.097, 0.0286, 0.029, -0.0602, -0.1691, -0.1431, -0.2089, -0.1616, -0.0651, -0.0155, -0.0148, -0.0169, -0.0169, -0.0562, -0.077, -0.103, -0.1155, -0.1155, 0.0, 0.1297, 0.0752, 0.0217, 0.0698, 0.078, 0.1787, 0.241, 0.2384, 0.2152, 0.3541, 0.3541, 0.2707, 0.2525, 0.2239, 0.3274, 0.2262, 0.4049, 0.474, 0.4014, 0.2585, 0.2431, 0.2738, 0.0525, -0.0681, -0.0204, 0.0808, 0.0054, -0.0007, -0.0625, -0.0112, -0.0112, -0.0405, -0.0145, 0.0138, -0.0637, -0.008, 0.0644, 0.0311, 0.0361, -0.041, -0.0307, -0.0902, 0.0267, -0.0603, -0.1405, -0.0904, -0.1073, -0.0169, -0.0311, -0.0262, 0.0525, 0.0061, -0.0115, -0.0244, -0.033, -0.0126, -0.037, -0.0297, -0.123, -0.1782, -0.2595, -0.1972, -0.2016, -0.1857, -0.1857, -0.1773, -0.163, -0.1375, -0.1321, -0.0792, 0.0087, 0.1094, 0.1433, 0.1171, 0.1269, 0.141, 0.0578, 0.1333, 0.2183, 0.1859, 0.1326, 0.0407, 0.0037, 0.0658, 0.0693, 0.1588, 0.282, 0.4281, 0.3314, 0.4333, 0.2916, 0.3246, 0.292, 0.3677, 0.2398, 0.1817, 0.118, 0.2344, 0.3597, 0.3309, 0.3309, 0.4, 0.5888, 0.5, 0.4881, 0.53, 0.5597, 0.5335, 0.4487, 0.2728, 0.3862, 0.2651, 0.2066, 0.3281, 0.3998, 0.4251, 0.3859, 0.3609, 0.4042, 0.4042, 0.3319, 0.2815, 0.178, 0.118, 0.1056, null]}
{"unit_id": "orig:2007029813123445046", "ticker_idx": 3, "ts": "2026-01-02T10:02:50+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE - Solar will be a key theme… energy needs are endless", "tweet_type": "prediction", "timeline": "months", "summary": "2026 watchlist: long ONDS (drones), PATH (AI/S&P inclusion), IREN (data center), TE (solar), NBIS (cloud), MSTR (BTC ATH leverage), CCCX (quantum/gov acquisition).", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "My current stock watchlist going into 2026:\n\n$ONDS DEFENCE\n\n- Drones are going to run hot\n\n$PATH\n\n- AI automation is growing\n- S&P inclusion\n\n$IREN\n\n- AI Data Center demand isn’t going to disappear \n\n$TE\n\n- Solar will be a key theme… energy needs are endless and we need quick solutions \n\n$NBIS\n\n- Demand for Cloud not stopping\n\n$MSTR\n\n- Bitcoin will reach new ATH’s \n- MSTR perfectly leveraged for this\n\n$CCCX\n\n- Government acquisition potential\n- Quantum resurgence \n\nAny to add guys?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14795922215210233, "ret_signed_m1d": -0.14795922215210233, "alpha_spy_m1d": -0.1461295827664717, "alpha_c_m1d": -0.12985566907893853, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.018103553073163803, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04591832266207474, "ret_signed_p1d": 0.04591832266207474, "alpha_spy_p1d": 0.039258115553830075, "alpha_c_p1d": 0.03408138037975461, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.011836942282320129, "ret_p1w": -0.11479592829731677, "ret_signed_p1w": -0.11479592829731677, "alpha_spy_p1w": -0.13075100167330178, "alpha_c_p1w": -0.13979906451560842, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.025003136218291644, "ret_p1m": 0.10459179577356847, "ret_signed_p1m": 0.10459179577356847, "alpha_spy_p1m": 0.08667532310921255, "alpha_c_p1m": 0.04414113965339861, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.060450656120169866, "ret_p3m": -0.4285714372601521, "ret_signed_p3m": -0.4285714372601521, "alpha_spy_p3m": -0.39030789446180536, "alpha_c_p3m": -0.4723239156493748, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": 0.04375247838922269, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10459179577356847, "alpha_spy_stated": 0.08667532310921255, "alpha_c_stated": 0.04414113965339861, "price_path": [-0.6352, -0.6263, -0.5115, -0.5357, -0.5536, -0.4885, -0.3316, -0.4018, -0.449, -0.3929, -0.4286, -0.4758, -0.5268, -0.5574, -0.5115, -0.5281, -0.5408, -0.5357, -0.5255, -0.5638, -0.5306, -0.4783, -0.5306, -0.514, -0.426, -0.4375, -0.5089, -0.5548, -0.5714, -0.5944, -0.6097, -0.6314, -0.6531, -0.6531, -0.5995, -0.5804, -0.5102, -0.5102, -0.4745, -0.4298, -0.3954, -0.4235, -0.3482, -0.2564, -0.2321, -0.1416, -0.2156, -0.2513, -0.3176, -0.3546, -0.3061, -0.3087, -0.2321, -0.1798, -0.0689, -0.0931, -0.1008, -0.1008, -0.1327, -0.1811, -0.1709, -0.148, -0.148, 0.0, 0.0459, -0.0242, -0.0714, -0.1314, -0.1148, -0.0804, 0.0026, 0.0026, -0.0548, 0.0421, 0.0421, 0.0561, -0.0026, 0.0676, 0.0842, 0.0383, 0.1633, 0.2105, 0.1327, 0.0625, 0.1046, 0.1594, -0.014, -0.0727, 0.0548, -0.0255, -0.0421, -0.1263, -0.2079, -0.2194, -0.2194, -0.1786, -0.176, -0.1952, -0.2079, -0.1977, -0.0957, -0.0791, -0.0702, -0.2143, -0.1276, -0.1696, -0.0944, -0.1314, -0.1429, -0.0867, 0.0179, 0.0383, -0.0128, -0.0281, -0.0153, -0.0064, -0.0651, -0.0166, -0.1582, -0.1276, -0.1569, -0.148, -0.199, -0.2653, -0.2832, -0.4401, -0.4286, -0.4656, -0.4656, -0.4834, -0.4987, -0.4681, -0.4668, -0.4018, -0.3482, -0.3801, -0.3189, -0.3635, -0.3584, -0.3648, -0.3508, -0.3125, -0.3125, -0.3253, -0.3227, -0.375, -0.3763, -0.3878, -0.3431, -0.3495, -0.3189, -0.3278, -0.3431, -0.2143, -0.2296, -0.2538, -0.2844, -0.2691, -0.2768, -0.1071, -0.1224, 0.1097, 0.1122, 0.0306, 0.0306, 0.3329, 0.398, 0.3801, 0.3469, 0.3278, 0.5357, 0.4668, 0.4872, 0.2028, 0.1645, 0.0791, -0.014, 0.0804, 0.0842, 0.1378, 0.1008, 0.1531, 0.1926, 0.1926, 0.3265, 0.1786, 0.088, 0.0842, 0.0472, null]}
{"unit_id": "orig:2007029813123445046", "ticker_idx": 4, "ts": "2026-01-02T10:02:50+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS - Demand for Cloud not stopping", "tweet_type": "prediction", "timeline": "months", "summary": "2026 watchlist: long ONDS (drones), PATH (AI/S&P inclusion), IREN (data center), TE (solar), NBIS (cloud), MSTR (BTC ATH leverage), CCCX (quantum/gov acquisition).", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "My current stock watchlist going into 2026:\n\n$ONDS DEFENCE\n\n- Drones are going to run hot\n\n$PATH\n\n- AI automation is growing\n- S&P inclusion\n\n$IREN\n\n- AI Data Center demand isn’t going to disappear \n\n$TE\n\n- Solar will be a key theme… energy needs are endless and we need quick solutions \n\n$NBIS\n\n- Demand for Cloud not stopping\n\n$MSTR\n\n- Bitcoin will reach new ATH’s \n- MSTR perfectly leveraged for this\n\n$CCCX\n\n- Government acquisition potential\n- Quantum resurgence \n\nAny to add guys?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06942740777168577, "ret_signed_m1d": -0.06942740777168577, "alpha_spy_m1d": -0.06759776838605513, "alpha_c_m1d": -0.076441939659878, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": 0.0070145318881922325, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03201784302971866, "ret_signed_p1d": 0.03201784302971866, "alpha_spy_p1d": 0.025357635921473998, "alpha_c_p1d": 0.024746713146496013, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.007271129883222649, "ret_p1w": 0.08871599363727989, "ret_signed_p1w": 0.08871599363727989, "alpha_spy_p1w": 0.07276092026129488, "alpha_c_p1w": 0.08007614418527309, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.008639849452006798, "ret_p1m": -0.019899870448720325, "ret_signed_p1m": -0.019899870448720325, "alpha_spy_p1m": -0.037816343113076245, "alpha_c_p1m": -0.043595306942981304, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.02369543649426098, "ret_p3m": 0.1334074531086964, "ret_signed_p3m": 0.1334074531086964, "alpha_spy_p3m": 0.17167099590704316, "alpha_c_p3m": 0.1787883412909178, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.04538088818222141, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019899870448720325, "alpha_spy_stated": -0.037816343113076245, "alpha_c_stated": -0.043595306942981304, "price_path": [0.3085, 0.3563, 0.4746, 0.4406, 0.5059, 0.4247, 0.3989, 0.3679, 0.2611, 0.2118, 0.1593, 0.0964, 0.1802, 0.3036, 0.3944, 0.3544, 0.3908, 0.3805, 0.4544, 0.3393, 0.2289, 0.3007, 0.2167, 0.2371, 0.2223, 0.1364, 0.049, -0.0147, -0.0713, -0.0441, 0.0066, 0.0569, -0.059, -0.0744, 0.0217, -0.0119, 0.0527, 0.0527, 0.0547, 0.1134, 0.0723, 0.0997, 0.1429, 0.0899, 0.1154, 0.0718, 0.0405, 0.0481, -0.0251, -0.0979, -0.1001, -0.1612, -0.1319, -0.0054, 0.0365, 0.0009, 0.0131, 0.0131, -0.0262, -0.0435, -0.0531, -0.0694, -0.0694, 0.0, 0.032, 0.1144, 0.0696, 0.0817, 0.0887, 0.1932, 0.1721, 0.1337, 0.1549, 0.2088, 0.2088, 0.1038, 0.0992, 0.0767, 0.0506, 0.0168, 0.088, 0.1165, 0.0551, -0.0529, -0.0199, 0.0, -0.084, -0.1788, -0.0428, 0.0326, 0.0205, -0.0149, -0.0024, 0.0896, 0.0896, 0.0842, 0.1317, 0.1963, 0.0886, 0.1185, 0.1404, 0.1798, 0.166, 0.0138, 0.0118, -0.035, 0.087, 0.0634, -0.0069, 0.0555, 0.072, 0.2451, 0.2011, 0.2557, 0.4436, 0.2933, 0.3181, 0.351, 0.3076, 0.269, 0.2775, 0.2795, 0.1781, 0.1208, 0.0257, 0.1535, 0.1334, 0.2098, 0.2098, 0.2511, 0.3052, 0.3897, 0.5156, 0.6117, 0.7183, 0.8003, 0.854, 0.8381, 0.747, 0.7694, 0.7404, 0.7359, 0.7463, 0.636, 0.6116, 0.5065, 0.5696, 0.5367, 0.7175, 0.9613, 0.9558, 1.1689, 1.0541, 0.9683, 1.0689, 0.9912, 1.3043, 1.4586, 1.4451, 1.2219, 1.1982, 1.1325, 1.445, 1.3877, 1.3877, 1.3131, 1.3165, 1.5163, 1.5691, 1.9406, 1.8969, 1.798, 1.8868, 1.5326, 1.4236, 1.4471, 1.3534, 1.4707, 1.5832, 1.8913, 1.9472, 2.123, 2.1872, 2.1872, 2.153, 2.06, 1.8867, 1.853, 1.6715, null]}
{"unit_id": "orig:2007029813123445046", "ticker_idx": 5, "ts": "2026-01-02T10:02:50+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin will reach new ATH's - MSTR perfectly leveraged for this", "tweet_type": "prediction", "timeline": "months", "summary": "2026 watchlist: long ONDS (drones), PATH (AI/S&P inclusion), IREN (data center), TE (solar), NBIS (cloud), MSTR (BTC ATH leverage), CCCX (quantum/gov acquisition).", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "My current stock watchlist going into 2026:\n\n$ONDS DEFENCE\n\n- Drones are going to run hot\n\n$PATH\n\n- AI automation is growing\n- S&P inclusion\n\n$IREN\n\n- AI Data Center demand isn’t going to disappear \n\n$TE\n\n- Solar will be a key theme… energy needs are endless and we need quick solutions \n\n$NBIS\n\n- Demand for Cloud not stopping\n\n$MSTR\n\n- Bitcoin will reach new ATH’s \n- MSTR perfectly leveraged for this\n\n$CCCX\n\n- Government acquisition potential\n- Quantum resurgence \n\nAny to add guys?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03315097093703678, "ret_signed_m1d": -0.03315097093703678, "alpha_spy_m1d": -0.03132133155140615, "alpha_c_m1d": -0.03132133155140615, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.0018296393856306326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04810382656167134, "ret_signed_p1d": 0.04810382656167134, "alpha_spy_p1d": 0.04144361945342667, "alpha_c_p1d": 0.04144361945342667, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.0066602071082446646, "ret_p1w": 0.0010816885020619171, "ret_signed_p1w": 0.0010816885020619171, "alpha_spy_p1w": -0.01487338487392309, "alpha_c_p1w": -0.01487338487392309, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.1115423668288148, "ret_signed_p1m": -0.1115423668288148, "alpha_spy_p1m": -0.12945883949317072, "alpha_c_p1m": -0.12945883949317072, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.01791647266435592, "ret_p3m": -0.21875797964938182, "ret_signed_p3m": -0.21875797964938182, "alpha_spy_p3m": -0.18049443685103506, "alpha_c_p3m": -0.18049443685103506, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1115423668288148, "alpha_spy_stated": -0.12945883949317072, "alpha_c_stated": -0.12945883949317072, "price_path": [1.0896, 1.1049, 1.038, 0.9394, 1.0073, 0.9131, 0.8883, 0.8061, 0.8444, 0.8873, 0.921, 0.7868, 0.8129, 0.8394, 0.8811, 0.8111, 0.7521, 0.6198, 0.7149, 0.6841, 0.5716, 0.6226, 0.5093, 0.5394, 0.52, 0.4721, 0.4292, 0.3269, 0.271, 0.2434, 0.3159, 0.1867, 0.1271, 0.0849, 0.1392, 0.0956, 0.1176, 0.1176, 0.1274, 0.0907, 0.1538, 0.1987, 0.1836, 0.1389, 0.1688, 0.2025, 0.1749, 0.1663, 0.1227, 0.0313, 0.0658, 0.0205, 0.0069, 0.0487, 0.0456, 0.0046, 0.0099, 0.0099, 0.0105, -0.0113, -0.0099, -0.0332, -0.0332, 0.0, 0.0481, 0.0052, 0.0297, 0.0624, 0.0011, 0.0323, 0.1007, 0.1411, 0.0875, 0.1053, 0.1053, 0.0195, 0.0423, 0.0243, 0.0379, 0.0218, 0.0281, 0.0082, -0.0889, -0.0474, -0.1115, -0.1521, -0.1786, -0.3192, -0.1414, -0.1191, -0.1537, -0.1978, -0.2174, -0.1481, -0.1481, -0.1813, -0.2034, -0.1763, -0.1661, -0.2128, -0.2071, -0.1369, -0.1512, -0.176, -0.1241, -0.1558, -0.0682, -0.1104, -0.1504, -0.1159, -0.119, -0.1198, -0.1261, -0.1113, -0.0613, -0.0438, -0.1056, -0.1204, -0.1368, -0.1206, -0.133, -0.1147, -0.1542, -0.1981, -0.2273, -0.2059, -0.2188, -0.2375, -0.2375, -0.1875, -0.2128, -0.1836, -0.1801, -0.1815, -0.1578, -0.1257, -0.0867, -0.0523, 0.0596, 0.0869, 0.0433, 0.1413, 0.0974, 0.0882, 0.0766, 0.0544, 0.0066, 0.0527, 0.1273, 0.1695, 0.1892, 0.1887, 0.1443, 0.1936, 0.2468, 0.1735, 0.1328, 0.1897, 0.1289, 0.0603, 0.0475, 0.055, 0.0489, 0.0174, 0.0174, 0.0176, -0.0188, -0.0351, 0.0123, -0.047, -0.1341, -0.1948, -0.1768, -0.2336, -0.1906, -0.2554, -0.266, -0.2355, -0.2112, -0.1656, -0.2186, -0.2583, -0.284, -0.284, -0.3035, -0.3393, -0.4011, -0.4571, -0.4763, null]}
{"unit_id": "quote:2052654187268264158", "ticker_idx": 0, "ts": "2026-05-08T07:37:49+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this isn't a cycle recovery. NAND margins have never sustained at these levels... AI datacenter demand has structurally repriced NAND. datacenter revenue up 645% YoY. $11B in multiyear supply agreements already signed. the memory cycle used to mean reversion. this one means expansion.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Structural long SNDK: AI has permanently repriced NAND, margins 78%+ with upside guidance; bullish MU by association in same NAND expansion thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK gross margins: 22.5% one year ago. 78.4% last quarter.\n\nguidance for next quarter: 79–81%.\n\nthis isn't a cycle recovery. NAND margins have never sustained at these levels. the prior cycle peak didn't come close.\n\nwhat changed: AI datacenter demand has structurally repriced NAND. datacenter revenue up 645% YoY. $11B in multiyear supply agreements already signed.\n\nthe memory cycle used to mean reversion. this one means expansion.\n\n$SNDK $DRAM $MU", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2254, 0.4946, 0.3382, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052654187268264158", "ticker_idx": 1, "ts": "2026-05-08T07:37:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU", "tweet_type": "analysis", "timeline": "quarters", "summary": "Structural long SNDK: AI has permanently repriced NAND, margins 78%+ with upside guidance; bullish MU by association in same NAND expansion thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK gross margins: 22.5% one year ago. 78.4% last quarter.\n\nguidance for next quarter: 79–81%.\n\nthis isn't a cycle recovery. NAND margins have never sustained at these levels. the prior cycle peak didn't come close.\n\nwhat changed: AI datacenter demand has structurally repriced NAND. datacenter revenue up 645% YoY. $11B in multiyear supply agreements already signed.\n\nthe memory cycle used to mean reversion. this one means expansion.\n\n$SNDK $DRAM $MU", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.1341438826519208, "ret_signed_m1d": -0.1341438826519208, "alpha_spy_m1d": -0.12595539062529948, "alpha_c_m1d": -0.0874746210519386, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06496969736595304, "ret_signed_p1d": 0.06496969736595304, "alpha_spy_p1d": 0.06269213432356557, "alpha_c_p1d": 0.047724630980225724, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.02965951779766396, "ret_signed_p1w": -0.02965951779766396, "alpha_spy_p1w": -0.031760875409074796, "alpha_c_p1w": -0.011655578856954785, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.2711131779169784, "ret_signed_p1m": 0.2711131779169784, "alpha_spy_p1m": 0.26894412556372327, "alpha_c_p1m": 0.21530070864113604, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5004, -0.4508, -0.4459, -0.449, -0.449, -0.4649, -0.4366, -0.4414, -0.4269, -0.4365, -0.4405, -0.4258, -0.4438, -0.4481, -0.4477, -0.4918, -0.4636, -0.4686, -0.5044, -0.4789, -0.4605, -0.4396, -0.4575, -0.4296, -0.4087, -0.382, -0.382, -0.4054, -0.434, -0.4588, -0.4706, -0.4886, -0.5242, -0.5219, -0.5691, -0.5476, -0.5074, -0.5096, -0.5096, -0.4942, -0.4944, -0.4554, -0.4356, -0.4368, -0.4288, -0.3765, -0.3891, -0.3878, -0.3906, -0.3996, -0.3983, -0.3473, -0.355, -0.3349, -0.2976, -0.3247, -0.3058, -0.3075, -0.274, -0.2281, -0.1428, -0.1074, -0.1341, 0.0, 0.065, 0.0265, 0.0761, 0.0391, -0.0297, -0.0874, -0.0644, -0.0198, 0.0205, 0.0056, 0.0056, 0.1996, 0.2432, 0.2366, 0.3002, 0.3866, 0.4249, 0.4456, 0.3337, 0.1569, 0.2711, 0.2532, 0.1943, 0.3335, 0.3144, 0.4568, 0.3668, 0.3969, 0.5184, 0.5184, 0.6221, 0.4084, 0.404, 0.625, 0.5162, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033522891837346038", "ticker_idx": 0, "ts": "2026-03-16T12:36:53+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Catalyst after catalyst after catalyst. Rotron outlook will be discussed on the March 25 call. $ONDS", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long ONDS: Rotron acquisition adds UK MOD/NATO exposure 9 days before earnings, with Rotron outlook on the March 25 call serving as a near-term catalyst.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$ONDS just completed the Rotron acquisition.\n\nLong-range autonomous strike platforms. Advanced aero-engines. UK Ministry of Defence relationships.\n\nThis gives them a UK industrial base for NATO programs — localized development and production across allied markets.\n\n9 days before earnings. Catalyst after catalyst after catalyst.\n\nRotron outlook will be discussed on the March 25 call.\n\n$ONDS", "reply_text": null, "parent_text": null, "quoted_text": "Ondas has completed the acquisition of Rotron Aerospace, adding advanced propulsion technologies and long-range unmanned aircraft platforms to its autonomous systems portfolio. The transaction strengthens Ondas’ engineering capabilities and expands its presence within the UK and", "parent_author": null, "ret_m1d": -0.03513769182733695, "ret_signed_m1d": -0.03513769182733695, "alpha_spy_m1d": -0.02506335201323784, "alpha_c_m1d": -0.02506335201323784, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07122507303125802, "ret_signed_p1d": 0.07122507303125802, "alpha_spy_p1d": 0.06859452804015254, "alpha_c_p1d": 0.06859452804015254, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": 0.03513769182733695, "ret_signed_p1w": 0.03513769182733695, "alpha_spy_p1w": 0.05286511813410755, "alpha_c_p1w": 0.05286511813410755, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": -0.10731245423517899, "ret_signed_p1m": -0.10731245423517899, "alpha_spy_p1m": -0.14815753034140744, "alpha_c_p1m": -0.14815753034140744, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": -0.06647671671570132, "ret_signed_p3m": -0.06647671671570132, "alpha_spy_p3m": -0.17221908582403078, "alpha_c_p3m": -0.17221908582403078, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10731245423517899, "alpha_spy_stated": -0.14815753034140744, "alpha_c_stated": -0.14815753034140744, "price_path": [-0.3001, -0.2593, -0.1244, -0.1197, -0.1491, -0.133, -0.133, -0.1947, -0.1966, -0.1462, -0.0731, -0.0731, 0.0465, 0.1899, 0.2194, 0.1567, 0.3305, 0.3001, 0.2526, 0.3191, 0.2877, 0.2175, 0.1548, 0.1548, 0.2469, 0.1918, 0.1985, 0.1557, 0.0598, 0.1643, 0.1652, 0.0703, -0.0161, 0.0104, 0.0807, -0.0807, -0.1947, -0.0798, -0.018, -0.0807, -0.1235, -0.1481, -0.1159, -0.1159, -0.0456, 0.0513, 0.0817, -0.0475, -0.0323, -0.0123, -0.0218, -0.0076, -0.0427, 0.0133, -0.0484, -0.0019, -0.0038, -0.0665, -0.0769, -0.0494, -0.0665, -0.019, -0.0351, 0.0, 0.0712, 0.0285, 0.0209, -0.0446, 0.0351, 0.0142, -0.0209, -0.1035, -0.1643, -0.226, -0.1415, -0.1633, -0.0883, -0.0883, -0.0959, -0.095, -0.1026, -0.132, -0.133, -0.1007, -0.1073, -0.0475, -0.0313, -0.0503, 0.019, 0.0323, 0.0503, 0.0009, 0.0019, 0.0399, -0.0047, -0.0988, -0.0465, -0.0199, -0.076, -0.114, -0.113, -0.1557, -0.1396, -0.1054, -0.1415, -0.1586, 0.0646, 0.0085, -0.0788, -0.1334, -0.1111, -0.1282, -0.1396, -0.1396, -0.0722, 0.0256, 0.2583, 0.2555, 0.2783, 0.2896, 0.1026, 0.1368, -0.0095, -0.0218, -0.0836, -0.1159, -0.0665, -0.114, -0.0969, -0.1254, -0.1339, -0.1197, -0.1197, -0.1557, -0.1899, -0.2707, -0.2711, -0.2564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014428898331689313", "ticker_idx": 0, "ts": "2026-01-22T20:04:10+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we'll finally break $9 tomorrow", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TE: low-volume drift signals weak sellers; expects close above $8.50 to trigger break above $9 tomorrow.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE drifting on lower volume. Great sign, the sellers are struggling.\n\nWould really love a close above $8.50. \n\nIf so, we’ll finally break $9 tomorrow. https://t.co/PQNVCG7vil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090720430575204, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.005196365426694216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.023265838662533844, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.0587567115498, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.32894064580463933, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067768938473816, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.03880196921534651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.060931927820184084, "alpha_spy_stated": 0.053587809326807845, "alpha_c_stated": 0.0587567115498, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008063366045290580", "ticker_idx": 0, "ts": "2026-01-05T06:29:49+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MTPLF", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Quotes bullish Metaplanet thesis (leveraged yen-short/BTC-long play, expects a cracking year) and tags the OTC ticker, implicitly endorsing it.", "resolved_tickers": ["MTPLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "quote", "lang": "qct", "tweet_text": "$MTPLF", "reply_text": null, "parent_text": null, "quoted_text": "Metaplanet is up +18.52% in Tokyo right now.\n\nIt has not traded at ¥480 since the 31st of October.\n\nMetaplanet is essentially a leveraged expression of the Japanese carry trade.\n\nShort the Yen, long Bitcoin.\n\nI'm extremely bullish and expect the stock to have a cracking year. https://t.co/sJ8BsecDXr", "parent_author": null, "ret_m1d": -0.16083464718681006, "ret_signed_m1d": -0.16083464718681006, "alpha_spy_m1d": -0.1542185049560797, "alpha_c_m1d": -0.14462515285520794, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.016209494331602126, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027287331584828323, "ret_signed_p1d": 0.027287331584828323, "alpha_spy_p1d": 0.02134017328545723, "alpha_c_p1d": 0.0208867172603322, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.006400614324496123, "ret_p1w": 0.11589086996145581, "ret_signed_p1w": 0.11589086996145581, "alpha_spy_p1w": 0.10507256646116558, "alpha_c_p1w": 0.08081190971585328, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03507896024560253, "ret_p1m": -0.2150883063379465, "ret_signed_p1m": -0.2150883063379465, "alpha_spy_p1m": -0.21772016656830617, "alpha_c_p1m": -0.22082391184840167, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.005735605510455155, "ret_p3m": -0.39646870321800787, "ret_signed_p3m": -0.39646870321800787, "alpha_spy_p3m": -0.352702450379198, "alpha_c_p3m": -0.29727713719038174, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.09919156602762613, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2150883063379465, "alpha_spy_stated": -0.21772016656830617, "alpha_c_stated": -0.22082391184840167, "price_path": [0.2006, 0.1429, 0.1172, 0.1075, -0.0209, -0.0433, -0.1043, -0.1108, -0.0209, -0.0658, -0.1047, -0.0774, -0.0016, 0.053, 0.0465, -0.0048, -0.0353, 0.0305, 0.008, -0.1043, -0.0851, -0.1541, -0.1204, -0.114, -0.1493, -0.1461, -0.2295, -0.2392, -0.2665, -0.2552, -0.3002, -0.2809, -0.3034, -0.2424, -0.2594, -0.2231, -0.2231, -0.1493, -0.236, -0.2006, -0.1974, -0.191, -0.2199, -0.1846, -0.1236, -0.0193, -0.1059, -0.1204, -0.1525, -0.1663, -0.191, -0.1717, -0.1075, -0.0883, -0.061, -0.0433, -0.0433, -0.0947, -0.1332, -0.1717, -0.1974, -0.1974, -0.1608, 0.0, 0.0273, 0.0799, 0.0209, 0.069, 0.1159, 0.1268, 0.2697, 0.2305, 0.2103, 0.2103, 0.0449, 0.069, 0.0305, 0.0465, -0.0241, 0.0289, -0.0051, -0.1108, -0.0915, -0.1438, -0.2151, -0.2488, -0.4029, -0.1974, -0.2392, -0.2616, -0.2873, -0.313, -0.2745, -0.2745, -0.2986, -0.3323, -0.3515, -0.3451, -0.3708, -0.3644, -0.3291, -0.3387, -0.3612, -0.3034, -0.33, -0.2905, -0.3034, -0.3258, -0.313, -0.3034, -0.2648, -0.2937, -0.252, -0.2327, -0.2873, -0.3483, -0.3676, -0.3612, -0.3483, -0.374, -0.3612, -0.3836, -0.4157, -0.4029, -0.3965, -0.3933, -0.3965, -0.3965, -0.3804, -0.3965, -0.3579, -0.3676, -0.3499, -0.3579, -0.3258, -0.3226, -0.3098, -0.2793, -0.313, -0.3387, -0.3002, -0.3002, -0.3162, -0.304, -0.3483, -0.3547, -0.3355, -0.3162, -0.3034, -0.2937, -0.2825, -0.2809, -0.2841, -0.2841, -0.313, -0.3499, -0.3579, -0.3579, -0.3917, -0.3772, -0.3852, -0.3933, -0.3798, -0.3798, -0.4157, -0.4205, -0.4222, -0.417, -0.4318, -0.4864, -0.5024, -0.5088, -0.5506, -0.5249, -0.5377, -0.5409, -0.5377, -0.5152, -0.4671, -0.4841, -0.496, -0.5425, -0.5425, -0.512, -0.5409, -0.5634, -0.5875, -0.6083, null, null]}
{"unit_id": "quote:2052700216378220728", "ticker_idx": 0, "ts": "2026-05-08T10:40:43+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX just reported 153% revenue growth and raised guidance. the stock dropped 27%. the market focused on an EPS miss. it missed why the miss happened - $3M in legacy overhead applied against $618K of remaining old-platform revenue. a one-time transition cost that disappears next quarter. meanwhile: $500M in new defense awards disclosed. DIU contract expanded for the third time. the only NDAA-compliant 500 Wh/kg battery on the market.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish AMPX: 27% drop on EPS miss misreads a one-time transition cost; $500M defense awards, expanding DIU contract, and raised guidance make the dip a buying opportunity.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX just reported 153% revenue growth and raised guidance.\n\nthe stock dropped 27%.\n\nthe market focused on an EPS miss. it missed why the miss happened - $3M in legacy overhead applied against $618K of remaining old-platform revenue. a one-time transition cost that disappears next quarter.\n\nmeanwhile: $500M in new defense awards disclosed. DIU contract expanded for the third time. the only NDAA-compliant 500 Wh/kg battery on the market.\n\nI wrote the full breakdown. link below.\n\n$AMPX", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/BC2E0Vmxkf", "parent_author": null, "ret_m1d": -0.035329348840343555, "ret_signed_m1d": -0.035329348840343555, "alpha_spy_m1d": -0.027140856813722247, "alpha_c_m1d": -0.03994827547068114, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": 0.004618926630337583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05868260463862596, "ret_signed_p1d": 0.05868260463862596, "alpha_spy_p1d": 0.05640504159623849, "alpha_c_p1d": 0.048059073388849516, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.010623531249776441, "ret_p1w": 0.008982012675301965, "ret_signed_p1w": 0.008982012675301965, "alpha_spy_p1w": 0.006880655063891128, "alpha_c_p1w": 0.019374685909558265, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.0103926732342563, "ret_p1m": 0.12754485409925742, "ret_signed_p1m": 0.12754485409925742, "alpha_spy_p1m": 0.12537580174600227, "alpha_c_p1m": 0.12506211479845342, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.0024827393008040044, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3084, -0.3347, -0.3898, -0.403, -0.403, -0.415, -0.4066, -0.3802, -0.4299, -0.3892, -0.3533, -0.3377, -0.3102, -0.3575, -0.306, -0.3036, -0.2485, -0.1084, -0.0222, 0.0611, 0.0778, 0.1132, 0.0952, 0.0749, 0.1192, 0.1605, 0.1317, 0.1443, 0.0898, 0.1186, 0.0635, 0.0737, 0.0275, -0.0347, -0.1186, 0.0096, -0.0707, -0.0419, -0.0419, 0.0515, 0.0, 0.0132, -0.0329, 0.0311, 0.1012, 0.0713, 0.0958, 0.1455, 0.118, 0.1743, 0.2832, 0.3587, 0.3012, 0.2371, 0.2826, 0.179, 0.218, 0.2611, 0.2497, 0.2204, 0.2814, 0.3287, -0.0353, 0.0, 0.0587, 0.1275, 0.0491, 0.0701, 0.009, -0.0497, -0.0731, -0.0976, -0.0838, -0.0401, -0.0401, 0.0677, 0.0275, 0.2485, 0.2144, 0.3024, 0.3719, 0.3018, 0.3497, 0.179, 0.1275, 0.0431, -0.0162, 0.024, -0.0234, 0.0072, -0.0725, -0.1018, -0.0317, -0.0317, -0.0629, -0.1545, -0.2503, -0.2479, -0.2269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1998769821559746832", "ticker_idx": 0, "ts": "2025-12-10T15:00:35+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 the greatest capital asset ever created. If you still don't buy $BTC, you will soon.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish BTC: greatest capital asset ever, capped supply, energy currency; all objections dismissed, price will keep rising.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "BTW if you’re an investor and you don’t like bitcoin. \n\nWhat else do you save in?\n\nBitcoin is the greatest capital asset ever created. \n\nVolatility? Typical with an infant asset.\n\nQuantum? You’ve got more important worries.\n\nNo value? Capped supply, the energy currency.\n\nIf you still don’t buy $BTC, you will soon.\n\nEveryone gets bitcoin at the price they deserve🧡👊", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0072892711840994995, "ret_signed_m1d": 0.0072892711840994995, "alpha_spy_m1d": 0.01387780969945096, "alpha_c_m1d": 0.01387780969945096, "bench_spy_m1d": -0.006588538515351461, "bench_c_m1d": -0.006588538515351461, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005329119618741718, "ret_signed_p1d": 0.005329119618741718, "alpha_spy_p1d": 0.0030021735872776123, "alpha_c_p1d": 0.0030021735872776123, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.0023269460314641055, "ret_p1w": -0.06386793224130949, "ret_signed_p1w": -0.06386793224130949, "alpha_spy_p1w": -0.04035027509055544, "alpha_c_p1w": -0.04035027509055544, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": -0.023517657150754046, "ret_p1m": -0.010799935918121895, "ret_signed_p1m": -0.010799935918121895, "alpha_spy_p1m": -0.016584631741397793, "alpha_c_p1m": -0.016584631741397793, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.005784695823275898, "ret_p3m": -0.2566650714116462, "ret_signed_p3m": -0.2566650714116462, "alpha_spy_p3m": -0.24605400775797392, "alpha_c_p3m": -0.24605400775797392, "bench_spy_p3m": -0.010611063653672259, "bench_c_p3m": -0.010611063653672259, "ret_p6m": -0.30666247774262667, "ret_signed_p6m": -0.30666247774262667, "alpha_spy_p6m": -0.41404184495078555, "alpha_c_p6m": -0.41404184495078555, "bench_spy_p6m": 0.10737936720815888, "bench_c_p6m": 0.10737936720815888, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010799935918121895, "alpha_spy_stated": -0.016584631741397793, "alpha_c_stated": -0.016584631741397793, "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, -0.225, -0.2751, -0.3044, -0.3067]}
{"unit_id": "orig:2034257261024223518", "ticker_idx": 0, "ts": "2026-03-18T13:15:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS isn't building a drone company. They're assembling a full-stack autonomous defense platform - air, ground, counter-UAS, ISR, AI, and prime contractor access - one acquisition at a time.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ONDS: 8 acquisitions building a full-stack autonomous defense platform; earnings in one week.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "8 acquisitions since October.  \n\n$ONDS isn't building a drone company.  They're assembling a full-stack autonomous defense platform - air, ground, counter-UAS, ISR, AI, and prime contractor access - one acquisition at a time.  \n\nEarnings is now one week away. I'll be dropping a complete breakdown and analysis of $ONDS recent M&A activity in a few hours.\n\nBookmark and turn on notifications to be ready!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04155122921839749, "ret_signed_m1d": 0.04155122921839749, "alpha_spy_m1d": 0.02740012522856783, "alpha_c_m1d": 0.02740012522856783, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.014151103989829661, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0073868812806674455, "ret_signed_p1d": -0.0073868812806674455, "alpha_spy_p1d": -0.004922500237356187, "alpha_c_p1d": -0.004922500237356187, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": -0.002464381043311259, "ret_p1w": -0.04801472832433873, "ret_signed_p1w": -0.04801472832433873, "alpha_spy_p1w": -0.0437569569430154, "alpha_c_p1w": -0.0437569569430154, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.0042577713813233276, "ret_p1m": -0.05817175612918479, "ret_signed_p1m": -0.05817175612918479, "alpha_spy_p1m": -0.121891660693211, "alpha_c_p1m": -0.121891660693211, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.06371990456402621, "ret_p3m": -0.12188362918958462, "ret_signed_p3m": -0.12188362918958462, "alpha_spy_p3m": -0.2662095275105123, "alpha_c_p3m": -0.2662095275105123, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.14432589832092768, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05817175612918479, "alpha_spy_stated": -0.121891660693211, "alpha_c_stated": -0.121891660693211, "price_path": [-0.1487, -0.144, -0.1727, -0.157, -0.157, -0.217, -0.2188, -0.1699, -0.0988, -0.0988, 0.0175, 0.157, 0.1856, 0.1247, 0.2936, 0.2641, 0.2179, 0.2825, 0.2521, 0.1837, 0.1228, 0.1228, 0.2124, 0.1588, 0.1653, 0.1237, 0.0305, 0.132, 0.133, 0.0406, -0.0434, -0.0175, 0.0508, -0.1062, -0.217, -0.1053, -0.0452, -0.1062, -0.1477, -0.1717, -0.1404, -0.1404, -0.072, 0.0222, 0.0517, -0.0739, -0.0591, -0.0397, -0.0489, -0.0351, -0.0693, -0.0148, -0.0748, -0.0295, -0.0314, -0.0923, -0.1025, -0.0757, -0.0923, -0.0462, -0.0619, -0.0277, 0.0416, 0.0, -0.0074, -0.0711, 0.0065, -0.0139, -0.048, -0.1283, -0.1874, -0.2475, -0.1653, -0.1865, -0.1136, -0.1136, -0.121, -0.12, -0.1274, -0.156, -0.157, -0.1256, -0.132, -0.0739, -0.0582, -0.0766, -0.0092, 0.0037, 0.0212, -0.0268, -0.0259, 0.0111, -0.0323, -0.1237, -0.0729, -0.0471, -0.1016, -0.1385, -0.1376, -0.1791, -0.1634, -0.1302, -0.1653, -0.1819, 0.0351, -0.0194, -0.1043, -0.1574, -0.1357, -0.1524, -0.1634, -0.1634, -0.0979, -0.0028, 0.2235, 0.2207, 0.2428, 0.2539, 0.072, 0.1053, -0.0369, -0.0489, -0.109, -0.1404, -0.0923, -0.1385, -0.1219, -0.1496, -0.1579, -0.144, -0.144, -0.1791, -0.2124, -0.2909, -0.2913, -0.277, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021229968211013659", "ticker_idx": 0, "ts": "2026-02-10T14:29:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nebius ( $NBIS) presents a high-conviction asymmetric opportunity for investors with: Long time horizons (18-36 months)... Final assessment: Nebius exhibits classic option-like payoff structure - capped downside (~$50-60/share or -30% to -40%) vs. explosive upside ($150-250/share or +80% to +200%)", "tweet_type": "analysis", "timeline": "years", "summary": "High-conviction long NBIS with 18-36 month horizon; 3:1-5:1 risk-reward, $150-250 upside target vs ~$50-60 downside floor on AI infrastructure thesis.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "My Conclusion from the thesis below:\n\nNebius ( $NBIS) presents a high-conviction asymmetric opportunity for investors with:\n\nLong time horizons (18-36 months)\n\nHigh risk tolerance (comfortable with 20-40% volatility)\n\nConviction in AI infrastructure TAM (belief that AI compute demand sustains)\n\nTrust in management execution (Yandex pedigree, recent deal velocity)\n\nWhy the asymmetry exists:\n\nStructural supply-demand imbalance in AI compute creates tailwinds through 2027\n\nValuation dislocation vs. peers (3.3x vs. 10x for CoreWeave)\n\n$20+ billion hyperscaler backlog provides revenue visibility\n\nPhysical asset base + cash position limits absolute downside\n\nWhy it's not a sure thing:\n\nExecution risk on unprecedented infrastructure scaling (18-month 10-20x revenue growth)\n\nAI CapEx slowdown projections for 2026-2027\n\nCustomer concentration with 2 hyperscalers\n\nDilution risk from $5B CapEx financing needs\n\nCompetition from better-capitalized hyperscalers and neoclouds\n\nFinal assessment: Nebius exhibits classic option-like payoff structure - capped downside (~$50-60/share or -30% to -40%) vs. explosive upside ($150-250/share or +80% to +200%) if execution delivers. \n\nThe 3:1 to 5:1 risk-reward ratio justifies position sizing as a growth allocation within diversified portfolios, not a core holding.\n\nThe Q4 2025 earnings (February 12, 2026) and subsequent 2026 capacity ramp will be critical inflection points to validate or invalidate the thesis. Monitoring ARR progression, capacity deployment milestones, and financing terms will determine whether the asymmetry materializes or collapses.", "reply_text": null, "parent_text": null, "quoted_text": "THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS\n\nWhy I believe $NBIS is a highly asymmetric AI infrastructure bet:\n\n1. Multi‑billion, long-term AI deals locked in\n2. Massive revenue ramp potential\n3. Structural AI compute shortage means every MW of capacity is getting absorbed at https://t.co/sRAyYCTcI5", "parent_author": null, "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230861663580558, "alpha_c_m1d": 0.01782833570570297, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.005953443810955861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03464429974352301, "ret_signed_p1d": -0.03464429974352301, "alpha_spy_p1d": -0.03441317759985851, "alpha_c_p1d": -0.02750025853892013, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00714404120460288, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947046899233557, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.027045415387507044, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.2250548273111994, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.004932791909445955, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311286351998174, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022692683206984032, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0344, -0.0899, -0.0633, -0.0136, 0.0357, -0.0779, -0.0929, 0.0012, -0.0317, 0.0316, 0.0316, 0.0336, 0.0911, 0.0508, 0.0777, 0.1199, 0.0681, 0.093, 0.0503, 0.0196, 0.0271, -0.0447, -0.116, -0.1181, -0.178, -0.1493, -0.0254, 0.0157, -0.0192, -0.0072, -0.0072, -0.0458, -0.0626, -0.0721, -0.0881, -0.0881, -0.02, 0.0113, 0.0921, 0.0482, 0.06, 0.0669, 0.1693, 0.1486, 0.111, 0.1318, 0.1846, 0.1846, 0.0817, 0.0771, 0.0551, 0.0295, -0.0036, 0.0662, 0.0941, 0.034, -0.0719, -0.0395, -0.02, -0.1024, -0.1952, -0.062, 0.0119, 0.0, -0.0346, -0.0224, 0.0678, 0.0678, 0.0624, 0.1091, 0.1723, 0.0668, 0.0961, 0.1176, 0.1561, 0.1426, -0.0065, -0.0085, -0.0544, 0.0653, 0.0421, -0.0268, 0.0343, 0.0506, 0.2201, 0.177, 0.2305, 0.4146, 0.2673, 0.2916, 0.3239, 0.2814, 0.2436, 0.2519, 0.2538, 0.1545, 0.0984, 0.0051, 0.1304, 0.1107, 0.1855, 0.1855, 0.2261, 0.279, 0.3618, 0.4852, 0.5794, 0.6838, 0.7642, 0.8169, 0.8013, 0.712, 0.734, 0.7055, 0.7011, 0.7113, 0.6032, 0.5793, 0.4763, 0.5382, 0.5059, 0.6831, 0.922, 0.9165, 1.1254, 1.013, 0.9289, 1.0275, 0.9513, 1.2581, 1.4093, 1.3961, 1.1774, 1.1542, 1.0898, 1.396, 1.3398, 1.3398, 1.2667, 1.2701, 1.4658, 1.5176, 1.8817, 1.8389, 1.7419, 1.829, 1.4819, 1.375, 1.3981, 1.3062, 1.4212, 1.5314, 1.8333, 1.8881, 2.0604, 2.1233, 2.1233, 2.0898, 1.9987, 1.8288, 1.7958, 1.6179, null, null, null, null, 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:2021918521123316009", "ticker_idx": 0, "ts": "2026-02-12T12:05:15+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not changing my thesis based on one quarter. The thesis is $7-9B ARR by end of 2026.", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Staying long NBIS; thesis of $7-9B ARR by end-2026 intact despite revenue miss, demand side not the concern.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS Q4 numbers are in - and it's complicated.\n\nRevenue: $227M vs $242M estimate - MISS\n\nBefore you panic: remember what happened last quarter. \n\nNebius \"missed\" revenue estimates while being COMPLETELY SOLD OUT. \n\nAnalysts still don't know how to model this business.\n\nWhat I'm watching from the conference call:\n- 2026 revenue guidance (first time they're giving this)\n- Capacity update: are they still on track for 800MW-1GW connected by YE2026?\n- Microsoft/Meta revenue ramp pace\n- Capex guidance (analysts expect $10.6B for 2026)\n\nThe demand side is NOT the question. \n\nGoldman says US data centre demand will exceed supply by 90%. \n\nThe question is execution speed.\n\nI'm not changing my thesis based on one quarter. The thesis is $7-9B ARR by end of 2026. Today's call will tell us if that's still on track.\n\n$NBIS holders - conference call at 8AM ET. That's where the real information is. 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01248192025722783, "ret_signed_m1d": -0.01248192025722783, "alpha_spy_m1d": -0.028173192214056564, "alpha_c_m1d": -0.030800154733494067, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.018318234476266237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09227681343508021, "ret_signed_p1d": 0.09227681343508021, "alpha_spy_p1d": 0.09157231433196111, "alpha_c_p1d": 0.09280019347545787, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": -0.0005233800403776634, "ret_p1w": 0.1992644219826205, "ret_signed_p1w": 0.1992644219826205, "alpha_spy_p1w": 0.19455269019016663, "alpha_c_p1w": 0.19490294395845753, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.004361478024162979, "ret_p1m": 0.25877624788380604, "ret_signed_p1m": 0.25877624788380604, "alpha_spy_p1m": 0.28663602608277416, "alpha_c_p1m": 0.26043360685550987, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.0016573589717038262, "ret_p3m": 0.996099341464155, "ret_signed_p3m": 0.996099341464155, "alpha_spy_p3m": 0.909605099046572, "alpha_c_p3m": 0.9822322135929529, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.013867127871202145, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.996099341464155, "alpha_spy_stated": 0.909605099046572, "alpha_c_stated": 0.9822322135929529, "price_path": [-0.0418, 0.009, 0.0595, -0.0567, -0.0721, 0.0242, -0.0095, 0.0553, 0.0553, 0.0573, 0.1161, 0.0749, 0.1024, 0.1457, 0.0926, 0.1181, 0.0744, 0.043, 0.0507, -0.0227, -0.0957, -0.0978, -0.1591, -0.1297, -0.003, 0.039, 0.0033, 0.0156, 0.0156, -0.0238, -0.0411, -0.0508, -0.0671, -0.0671, 0.0025, 0.0345, 0.1171, 0.0722, 0.0844, 0.0914, 0.1961, 0.175, 0.1365, 0.1578, 0.2117, 0.2117, 0.1065, 0.1019, 0.0793, 0.0532, 0.0193, 0.0907, 0.1192, 0.0577, -0.0506, -0.0175, 0.0025, -0.0818, -0.1768, -0.0405, 0.0351, 0.023, -0.0125, 0.0, 0.0923, 0.0923, 0.0868, 0.1345, 0.1993, 0.0913, 0.1213, 0.1432, 0.1827, 0.1688, 0.0163, 0.0143, -0.0327, 0.0897, 0.066, -0.0045, 0.0581, 0.0747, 0.2481, 0.2041, 0.2588, 0.4471, 0.2964, 0.3213, 0.3543, 0.3108, 0.2721, 0.2806, 0.2826, 0.181, 0.1236, 0.0282, 0.1564, 0.1362, 0.2127, 0.2127, 0.2542, 0.3084, 0.3931, 0.5193, 0.6156, 0.7225, 0.8047, 0.8586, 0.8426, 0.7513, 0.7738, 0.7447, 0.7401, 0.7506, 0.64, 0.6155, 0.5102, 0.5735, 0.5405, 0.7217, 0.9661, 0.9605, 1.1742, 1.0592, 0.9731, 1.074, 0.9961, 1.3099, 1.4646, 1.4511, 1.2273, 1.2036, 1.1377, 1.451, 1.3935, 1.3935, 1.3187, 1.3222, 1.5225, 1.5754, 1.9478, 1.904, 1.8049, 1.8939, 1.5388, 1.4295, 1.4531, 1.3592, 1.4768, 1.5895, 1.8984, 1.9544, 2.1306, 2.195, 2.195, 2.1607, 2.0675, 1.8938, 1.86, 1.678, null, null, null, null, null, null, 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:2059936048751296865", "ticker_idx": 0, "ts": "2026-05-28T09:53:20+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NFA but bullish $INFQ", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on 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": "reply_other", "lang": "en", "tweet_text": "@regard_capital NFA but bullish $INFQ", "reply_text": null, "parent_text": "@CoffeeStocksGuy I read this twice and still don’t know which ticker to buy", "quoted_text": null, "parent_author": "regard_capital", "ret_m1d": -0.12999439280303815, "ret_signed_m1d": -0.12999439280303815, "alpha_spy_m1d": -0.12450807987860513, "alpha_c_m1d": -0.12450807987860513, "bench_spy_m1d": -0.005486312924433023, "bench_c_m1d": -0.005486312924433023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08722572338100243, "ret_signed_p1d": -0.08722572338100243, "alpha_spy_p1d": -0.08971712818445166, "alpha_c_p1d": -0.08971712818445166, "bench_spy_p1d": 0.0024914048034492264, "bench_c_p1d": 0.0024914048034492264, "ret_p1w": -0.046145170157604776, "ret_signed_p1w": -0.046145170157604776, "alpha_spy_p1w": -0.049444986069526076, "alpha_c_p1w": -0.049444986069526076, "bench_spy_p1w": 0.0032998159119213, "bench_c_p1w": 0.0032998159119213, "ret_p1m": -0.23297694072450048, "ret_signed_p1m": -0.23297694072450048, "alpha_spy_p1m": -0.20152724284676415, "alpha_c_p1m": -0.20152724284676415, "bench_spy_p1m": -0.03144969787773633, "bench_c_p1m": -0.03144969787773633, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23297694072450048, "alpha_spy_stated": -0.20152724284676415, "alpha_c_stated": -0.20152724284676415, "price_path": [-0.3292, -0.3354, -0.336, -0.3692, -0.3995, -0.3438, -0.3163, -0.3568, -0.399, -0.4328, -0.4063, -0.3934, -0.4485, -0.4586, -0.5042, -0.4609, -0.4232, -0.3624, -0.4007, -0.4457, -0.498, -0.4479, -0.4705, -0.4052, -0.4052, -0.4119, -0.435, -0.363, -0.3309, -0.2915, -0.2915, -0.2054, -0.1559, -0.1238, -0.0197, -0.0996, -0.1553, -0.1643, -0.2144, -0.2532, -0.2515, -0.2898, -0.3213, -0.3309, -0.3016, -0.3089, -0.3191, -0.2375, -0.3185, -0.318, -0.2774, -0.2628, -0.2521, -0.2138, -0.2999, -0.3602, -0.4018, -0.3708, -0.1728, -0.0799, -0.0799, -0.1064, -0.13, 0.0, -0.0872, -0.0045, 0.1182, -0.0203, -0.0461, -0.1806, -0.1666, -0.2285, -0.2358, -0.2054, -0.2448, -0.166, -0.247, -0.2493, -0.2386, -0.2386, -0.2003, -0.1019, -0.2065, -0.2802, -0.233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040051703538421971", "ticker_idx": 0, "ts": "2026-04-03T13:00:03+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Velo3D prints 5 structural parts inside every SpaceX Raptor engine. Already working on Raptor 4. This is the hidden supply chain play on the SpaceX IPO.", "tweet_type": "prediction", "timeline": "months", "summary": "New conviction ranking: long VELO (SpaceX supply chain), BE (AI data centre fuel cells), COPX (copper demand), LUNR (lunar economy), SWC (BTC at discount via UK micro-cap).", "resolved_tickers": ["VELO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks nobody in my feed is talking about.  My new conviction ranking - April 2026:  \n\n🚀 1. $VELO — Velo3D prints 5 structural parts inside every SpaceX Raptor engine. Already working on Raptor 4. This is the hidden supply chain play on the SpaceX IPO. Full thesis tomorrow.  \n⚡ 2. $BE — Bloom Energy. $7.65B in AI data centre deals closed in 90 days. Doubling manufacturing to 2GW by end of year. The grid can't keep up. Fuel cells can.\n💡3. $COPX — Copper miners ETF. Down ~23% from its highs on Iran disruption. But AI data centres run on copper. Every server rack. Every power cable. The demand case hasn't changed.  \n🌕 4. $LUNR — Artemis II is in the sky right now. Intuitive Machines is tracking it. $180M NASA contract just landed in March. The lunar economy is no longer theoretical. \n ₿ 5. $SWC — UK micro-cap most Americans haven't found. Trading at 0.75x mNAV — you're buying Bitcoin at a 25% discount. Largest corporate BTC holder in the UK.  \n\nNone of these are in most portfolios yet.  That's usually when the best returns happen.\n\nBookmark these for later 🗒", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17449336463283394, "ret_signed_m1d": 0.17449336463283394, "alpha_spy_m1d": 0.1791979717674923, "alpha_c_m1d": 0.18026897591881463, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.054374711139915655, "ret_signed_p1d": -0.054374711139915655, "alpha_spy_p1d": -0.054814711704542884, "alpha_c_p1d": -0.05912679354761663, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.13989125001202107, "ret_signed_p1w": 0.13989125001202107, "alpha_spy_p1w": 0.098657773714103, "alpha_c_p1w": 0.07533499177626579, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.3247651924611925, "ret_signed_p1m": 0.3247651924611925, "alpha_spy_p1m": 0.22636321730627285, "alpha_c_p1m": 0.11384251758842434, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3247651924611925, "alpha_spy_stated": 0.22636321730627285, "alpha_c_stated": 0.11384251758842434, "price_path": [0.7776, 0.9951, 0.9871, 1.1839, 0.9857, 0.7845, 0.736, 1.1374, 1.1374, 0.8972, 0.7024, 0.7874, 0.4879, 0.2724, 0.3841, 0.6441, 0.3959, 0.302, 0.2457, 0.5146, 0.2229, 0.215, 0.4039, 0.3544, 0.3287, 0.2457, 0.1003, 0.1043, 0.1043, -0.0687, -0.1083, 0.0143, -0.1053, -0.0509, -0.043, -0.0351, 0.0707, 0.0064, 0.1715, 0.1725, 0.2121, 0.1864, 0.1972, 0.2071, 0.2249, 0.3821, 0.5344, 0.394, 0.4385, 0.5156, 0.387, 0.2477, 0.1582, 0.306, 0.3366, 0.0509, -0.0114, -0.1102, -0.1448, -0.0717, -0.0499, 0.1745, 0.1745, 0.0, -0.0544, 0.044, 0.0826, -0.0064, 0.1399, 0.0776, 0.1162, 0.1369, 0.1132, 0.1537, 0.5126, 0.479, 0.6579, 0.7163, 0.4167, 0.3465, 0.2743, 0.3846, 0.3356, 0.2724, 0.3248, 0.3426, 0.2091, 0.3307, 0.4305, 0.39, 1.0771, 0.9614, 0.8379, 0.8418, 0.6797, 0.83, 1.0099, 1.2798, 1.2798, 1.4795, 1.5507, 1.5418, 1.3737, 1.1265, 1.1878, 0.9387, 0.8616, 0.567, 0.6045, 0.9209, 1.2422, 2.0262, 1.521, 1.2827, 1.4755, 1.5269, 1.9521, 1.9521, 1.4034, 1.0425, 0.7845, 0.7182, 0.6451, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040051703538421971", "ticker_idx": 1, "ts": "2026-04-03T13:00:03+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bloom Energy. $7.65B in AI data centre deals closed in 90 days. Doubling manufacturing to 2GW by end of year. The grid can't keep up. Fuel cells can.", "tweet_type": "prediction", "timeline": "months", "summary": "New conviction ranking: long VELO (SpaceX supply chain), BE (AI data centre fuel cells), COPX (copper demand), LUNR (lunar economy), SWC (BTC at discount via UK micro-cap).", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks nobody in my feed is talking about.  My new conviction ranking - April 2026:  \n\n🚀 1. $VELO — Velo3D prints 5 structural parts inside every SpaceX Raptor engine. Already working on Raptor 4. This is the hidden supply chain play on the SpaceX IPO. Full thesis tomorrow.  \n⚡ 2. $BE — Bloom Energy. $7.65B in AI data centre deals closed in 90 days. Doubling manufacturing to 2GW by end of year. The grid can't keep up. Fuel cells can.\n💡3. $COPX — Copper miners ETF. Down ~23% from its highs on Iran disruption. But AI data centres run on copper. Every server rack. Every power cable. The demand case hasn't changed.  \n🌕 4. $LUNR — Artemis II is in the sky right now. Intuitive Machines is tracking it. $180M NASA contract just landed in March. The lunar economy is no longer theoretical. \n ₿ 5. $SWC — UK micro-cap most Americans haven't found. Trading at 0.75x mNAV — you're buying Bitcoin at a 25% discount. Largest corporate BTC holder in the UK.  \n\nNone of these are in most portfolios yet.  That's usually when the best returns happen.\n\nBookmark these for later 🗒", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004666702835648184, "ret_signed_m1d": 0.004666702835648184, "alpha_spy_m1d": 0.009371309970306552, "alpha_c_m1d": 0.009769661046030609, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0067407678674769045, "ret_signed_p1d": 0.0067407678674769045, "alpha_spy_p1d": 0.006300767302849675, "alpha_c_p1d": 0.008745524681294414, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": 0.30866665310329866, "ret_signed_p1w": 0.30866665310329866, "alpha_spy_p1w": 0.2674331768053806, "alpha_c_p1w": 0.2593380570696022, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 1.1870370370370371, "ret_signed_p1m": 1.1870370370370371, "alpha_spy_p1m": 1.0886350618821174, "alpha_c_p1m": 1.1396523321588172, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1870370370370371, "alpha_spy_stated": 1.0886350618821174, "alpha_c_stated": 1.1396523321588172, "price_path": [-0.2, -0.0975, -0.0069, 0.0139, 0.0353, -0.0114, 0.0309, 0.1074, 0.1074, 0.1241, 0.1153, 0.0787, 0.0733, 0.0342, 0.1282, 0.2251, 0.1593, 0.1213, 0.1565, 0.251, 0.0915, 0.0119, 0.0595, 0.1494, 0.1015, 0.1521, 0.0299, 0.0351, 0.0351, 0.0764, 0.165, 0.1778, 0.093, 0.1873, 0.2311, 0.2946, 0.2487, 0.1531, 0.2296, 0.1335, 0.2206, 0.1851, 0.0014, 0.1209, 0.1407, 0.1793, 0.1642, 0.1445, 0.1384, 0.1856, 0.1599, 0.2347, 0.112, 0.0469, 0.0806, 0.1127, -0.011, -0.013, -0.1147, 0.0036, -0.0189, 0.0047, 0.0047, 0.0, 0.0067, 0.0873, 0.1861, 0.2348, 0.3087, 0.6224, 0.584, 0.556, 0.5397, 0.6168, 0.6364, 0.7019, 0.7598, 0.7124, 0.7384, 0.6768, 1.1331, 1.099, 1.152, 1.1381, 1.187, 1.1146, 0.9159, 0.9336, 1.1031, 1.0792, 1.1464, 1.2475, 1.0441, 0.9164, 0.9359, 1.0912, 1.2806, 1.2407, 1.2407, 1.24, 1.1763, 1.1482, 1.1111, 1.026, 1.2433, 1.1283, 1.1583, 0.9527, 0.8783, 0.923, 0.735, 0.8436, 0.9276, 1.0333, 1.0806, 1.111, 1.4364, 1.4364, 1.5619, 1.385, 1.4162, 1.2902, 0.8668, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040051703538421971", "ticker_idx": 3, "ts": "2026-04-03T13:00:03+00:00", "symbol": "LUNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intuitive Machines is tracking it. $180M NASA contract just landed in March. The lunar economy is no longer theoretical.", "tweet_type": "prediction", "timeline": "months", "summary": "New conviction ranking: long VELO (SpaceX supply chain), BE (AI data centre fuel cells), COPX (copper demand), LUNR (lunar economy), SWC (BTC at discount via UK micro-cap).", "resolved_tickers": ["LUNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks nobody in my feed is talking about.  My new conviction ranking - April 2026:  \n\n🚀 1. $VELO — Velo3D prints 5 structural parts inside every SpaceX Raptor engine. Already working on Raptor 4. This is the hidden supply chain play on the SpaceX IPO. Full thesis tomorrow.  \n⚡ 2. $BE — Bloom Energy. $7.65B in AI data centre deals closed in 90 days. Doubling manufacturing to 2GW by end of year. The grid can't keep up. Fuel cells can.\n💡3. $COPX — Copper miners ETF. Down ~23% from its highs on Iran disruption. But AI data centres run on copper. Every server rack. Every power cable. The demand case hasn't changed.  \n🌕 4. $LUNR — Artemis II is in the sky right now. Intuitive Machines is tracking it. $180M NASA contract just landed in March. The lunar economy is no longer theoretical. \n ₿ 5. $SWC — UK micro-cap most Americans haven't found. Trading at 0.75x mNAV — you're buying Bitcoin at a 25% discount. Largest corporate BTC holder in the UK.  \n\nNone of these are in most portfolios yet.  That's usually when the best returns happen.\n\nBookmark these for later 🗒", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04668410520342503, "ret_signed_m1d": 0.04668410520342503, "alpha_spy_m1d": 0.0513887123380834, "alpha_c_m1d": 0.051787063413807455, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00828972658923044, "ret_signed_p1d": -0.00828972658923044, "alpha_spy_p1d": -0.00872972715385767, "alpha_c_p1d": -0.00628496977541293, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": 0.06500871580097689, "ret_signed_p1w": 0.06500871580097689, "alpha_spy_p1w": 0.02377523950305882, "alpha_c_p1w": 0.015680119767280454, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.0820243959209701, "ret_signed_p1m": 0.0820243959209701, "alpha_spy_p1m": -0.016377579233949557, "alpha_c_p1m": 0.03463969104275022, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0820243959209701, "alpha_spy_stated": -0.016377579233949557, "alpha_c_stated": 0.03463969104275022, "price_path": [-0.1876, -0.1435, -0.1902, -0.1623, -0.2334, -0.1379, -0.1492, -0.0585, -0.0585, -0.0755, -0.1449, -0.1008, -0.1261, -0.1963, -0.1147, -0.0048, -0.0842, -0.1715, -0.2216, -0.1444, -0.2753, -0.3547, -0.2356, -0.1514, -0.1876, -0.2565, -0.3141, -0.2962, -0.2962, -0.2749, -0.226, -0.2064, -0.2343, -0.2086, -0.1754, -0.3067, -0.2291, -0.281, -0.2151, -0.2059, -0.1876, -0.2291, -0.2308, -0.2112, -0.2286, -0.195, -0.2304, -0.2321, -0.2282, -0.1754, -0.2099, -0.175, -0.2221, -0.1139, -0.2182, -0.1034, -0.161, -0.2356, -0.2866, -0.1902, -0.1169, 0.0467, 0.0467, 0.0, -0.0083, 0.0205, -0.0414, 0.0284, 0.065, 0.0327, 0.0419, 0.1902, 0.2033, 0.2007, 0.2138, 0.3063, 0.2024, 0.1139, 0.1431, 0.0724, 0.0816, 0.106, 0.1178, 0.106, 0.082, 0.1488, 0.0519, 0.264, 0.4145, 0.4001, 0.5567, 0.5934, 0.4786, 0.4655, 0.4162, 0.469, 0.4939, 0.6693, 0.6693, 0.5209, 0.76, 0.9939, 0.9123, 0.6671, 0.7264, 0.476, 0.4673, 0.281, 0.2973, 0.1985, 0.1577, 0.3368, 0.1614, 0.1239, 0.0192, -0.0087, -0.0031, -0.0031, -0.0406, -0.086, -0.1654, -0.1841, -0.1366, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2068742557572489720", "ticker_idx": 0, "ts": "2026-06-21T17:07:15+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 is building the intelligence layer. Position accordingly.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long OUST as the key play on physical AI / AI understanding physics.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "“The next frontier of AI is physical AI. AI is now beginning to understand the laws of physics.”\n- Jensen Huang, CEO of $NVDA \n\n$OUST is building the intelligence layer. Position accordingly. https://t.co/X6G6raevUZ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02328021399427438, "ret_signed_m1d": -0.02328021399427438, "alpha_spy_m1d": -0.026437128433874135, "alpha_c_m1d": -0.018398671912335463, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052852358255755294, "ret_signed_p1d": -0.052852358255755294, "alpha_spy_p1d": -0.03833040424526368, "alpha_c_p1d": -0.011426432115126062, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5759, -0.595, -0.6296, -0.6512, -0.6147, -0.6095, -0.5912, -0.5912, -0.595, -0.5946, -0.5751, -0.5799, -0.5661, -0.5411, -0.5088, -0.4874, -0.4931, -0.4912, -0.4308, -0.4209, -0.4178, -0.4461, -0.4081, -0.4354, -0.452, -0.4643, -0.4346, -0.4453, -0.4096, -0.4002, -0.3835, -0.4859, -0.4715, -0.4379, -0.4316, -0.2833, -0.2689, -0.2689, -0.3553, -0.3767, -0.3526, -0.2641, -0.2234, -0.2234, -0.1044, -0.0724, -0.1122, -0.0342, -0.0577, -0.0346, -0.078, -0.0124, -0.1678, -0.1426, -0.1921, -0.1948, -0.1693, -0.1653, -0.0524, -0.1038, -0.146, -0.0233, -0.0233, 0.0, -0.0529, -0.1462, -0.1229, -0.1187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2018681977214255478", "ticker_idx": 0, "ts": "2026-02-03T13:44:23+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUY if: You believe AI data centers will drive U.S. solar demand... For 12-24 month holders: Risk/reward is 4:1 in your favor. Current price ($8.82) = maximum fear from macro selloff. Fundamentals improving, catalysts near-term, downside protected by $860M+ in hard assets.", "tweet_type": "analysis", "timeline": "years", "summary": "Long T1 Energy ($TE) with 12-24 month horizon; 4:1 risk/reward, $12-18 base target, $22-25 bull case on G2_Austin cell factory ramp and Section 45X tax credit stacking.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "🔬 T1 ENERGY ( $TE ) - DEEP RESEARCH REPORT\n\nEXECUTIVE SUMMARY\n\nQuick Answer: T1 Energy ($TE) displays strong asymmetric bet characteristics with a 4:1 risk/reward ratio.\n\nCurrent Price: $8.82 | 12-Month Target: $12-18 | Bear Case: $5-6 | Bull Case: $22-25\n\n1. 💰 THE BUSINESS MODEL\n\nHow They Make Money (Plain English)\nT1 Energy manufactures solar panels in Texas. They take silicon, glass, and aluminum and assemble them into the panels that power homes, businesses, and data centers.\n\nTwo Revenue Streams:\n\nA. Solar Panel Sales (~$200-210M/quarter)\n\nG1_Dallas: 5 GW module factory (operational, 1,000+ employees)\n\nCustomers: Utility developers, data centers (e.g., Treaty Oak: 900 MW, 3-year contract)\n\nPremium Pricing: \"Buy American\" mandates + >60% U.S. content = 10-20% price premium over Chinese imports\n\nB. Section 45X Tax Credits ($160M sold Dec 2025, $300-500M/year potential)\nThis is the hidden gem most investors miss:\n\nFederal government pays $0.07-0.12 per watt for U.S.-manufactured solar components\n\nT1 sold its first $160M of credits at $0.91 per dollar (91 cents cash per $1 credit)\n\nNo dilution, no debt - pure cash flow for funding growth\nOnce G2_Austin (cell factory) opens Q4 2026, T1 can \"stack\" credits from cells AND modules → potentially doubles tax credit revenue\n\n2. 🏭 THE INDUSTRY & MOAT\n\nThe Market\n\n80% of new U.S. electricity in 2024 = solar + batteries\n\nU.S. solar demand: 30-40 GW/year (growing due to AI data centers, electrification)\n\nProblem: U.S. has module capacity but almost zero cell manufacturing (<3 GW total)\n\nT1's Unique Moat (What Others Can't Copy)\n\n1. Only Integrated U.S. Cell + Module Manufacturer\n\nG2_Austin (under construction): $400-425M, 2.1 GW TOPCon cell fab\nOpens Q4 2026 - will be larger than all existing U.S. cell capacity combined\nAllows \"stacking\" Section 45X credits = 2x tax revenue vs. competitors\n\n2. 100% Domestic Supply Chain\n\nPolysilicon/Wafers: Hemlock Semiconductor & Corning (Michigan)\nFrames: NEXTPower (U.S.)\nResult: >60% domestic content (highest in industry) → federal contracts + premium pricing\n\n3. FEOC Compliance\n\nRestructured ownership to eliminate \"Foreign Entity of Concern\" status (Dec 2025)\n\nEnsures access to Section 45X credits through 2032\n\nChinese-backed competitors cannot access these credits\n\n4. First-Mover Advantage\n\nBy opening G2_Austin first, T1 locks in supply deals (Treaty Oak 900 MW) before competitors build cell capacity\n\n3. 🚀 THE CATALYSTS\n\nRecent Wins (Dec 2025 - Feb 2026)\n\n✅ $160M Tax Credit Sale (Dec 30, 2025): Validated business model, +5.3% stock pop\n✅ G2_Austin Construction Begins (Dec 17, 2025): $425M investment, 1,800 jobs\n✅ Treaty Oak 900 MW Contract (Dec 22, 2025): 3-year revenue visibility\n✅ FEOC Compliance (Dec 30, 2025): De-risked Section 45X eligibility through 2032\n\nUpcoming Catalysts (Next 12 Months)\n\nQ1 2026 (NOW):\n\nQ4 2025 Earnings (late Feb): Expected $200-250M revenue, 2026 guidance on tax credit sales\n\nQ2-Q3 2026:\n\nG2_Austin equipment installation: Progress updates = stock drivers\nAdditional supply contracts: More Treaty Oak-style deals\nAI/Data center partnership: Microsoft/Amazon/Google need Texas solar\nQ4 2026 (THE BIG ONE):\nFirst cells produced at G2_Austin\nFirst \"stacked\" tax credit sale (cells + modules = 2x revenue)\n\nStock re-rating: Expected +30-50% on this news alone\n\nPolicy Tailwinds\n\nTrump \"Buy American\" mandates: Prioritizes domestic solar for federal projects\n\n30%+ tariffs on Chinese imports: Makes T1 price-competitive\n\nAI data center boom: Microsoft, Google, Amazon building gigawatt-scale Texas facilities\n\n4. ⚖️ THE ASYMMETRY CHECK\n\nYES - This is an Asymmetric Bet (Score: 8/10)\n\nDownside Case: $5.00-$6.00 (-32% to -43%)\n\nWhat would have to go wrong:\n\nG2_Austin delayed beyond Q4 2026 or cost overruns\n\nSection 45X repealed (unlikely - bipartisan support)\n\nSolar demand crash (recession)\n\nFloor Valuation (Asset Value):\n\nG1_Dallas facility: $400-500M\n\nG2_Austin (under construction): $300M\n\nCash from tax credits: $160M\n\nTotal: $860M-1.06B = $4.50-$5.50/share\n\nUpside Case: $18-$25 (+100% to +180%)\n\nWhat needs to go right:\n\nG2_Austin opens on time (Q4 2026)\n\nTax credit \"stacking\" validated (2027)\n\nMajor partnership with Big Tech (Microsoft/Amazon)\n\nProfitability inflection (2027)\n\nBull Valuation (2027):\n\nRevenue: $1.2-1.5B (G1 + G2 full capacity + tax credits)\n\nEV/Sales: 1.5x (industry standard for profitable solar)\n\nMarket Cap: $2.3-2.75B = $12-14/share\n\nExtreme Bull (2028+):\n\nPhase 2 G2_Austin: 5.3 GW (doubles capacity)\n\nRevenue: $2.5-3.0B\n\nMarket Cap: $3.75-6.0B = $20-30/share\n\nAsymmetry Ratio: 4.1:1 (Upside vs. Downside)\n\n🎯 WHY THE ASYMMETRY EXISTS\n\nMarket Misunderstanding: Most investors still think \"FREYR Battery = failed battery company.\" The Dec 2024 solar pivot is under-appreciated.\n\nTax Credit Confusion: Section 45X is complex; retail investors don't understand the $300-500M/year cash flow potential.\n\nExecution Risk Premium: Market prices 40-50% probability of G2_Austin failure. If T1 executes on time, violent re-rating occurs.\n\nSmall-Cap Discount: Only 3-4 analysts cover TE (vs. 20+ for First Solar). As company scales, institutional buying will surge.\n\nMacro Overhang: Feb 2-3 selloff (Warsh Fed, metals crash) hit TE -11.7% despite zero company-specific bad news. Technical dislocation = opportunity.\n\n✅ FINAL VERDICT\n\nBUY if:\nYou believe AI data centers will drive U.S. solar demand\nYou trust management to execute G2_Austin on time\nYou have 12-24 month horizon \n\nComparable Setups:\n\nTesla (2019): $40 → $400+ after Model 3 ramp\n\nFirst Solar (2016): $30 → $200+ after utility pivot\n\nT1 Energy (2026): $8.82 → $18-25 if G2_Austin succeeds\n\nCurrent price ($8.82) = maximum fear from macro selloff. Fundamentals improving, catalysts near-term, downside protected by $860M+ in hard assets.\n\nFor 12-24 month holders: Risk/reward is 4:1 in your favor. 🚀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.047304763251666326, "ret_signed_m1d": -0.047304763251666326, "alpha_spy_m1d": -0.055832252364052204, "alpha_c_m1d": -0.03895857603397812, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": -0.008346187217688206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14961497367271404, "ret_signed_p1d": -0.14961497367271404, "alpha_spy_p1d": -0.14477111994672065, "alpha_c_p1d": -0.15227860601154963, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": 0.0026636323388355976, "ret_p1w": -0.17381737042724188, "ret_signed_p1w": -0.17381737042724188, "alpha_spy_p1w": -0.17757353058329017, "alpha_c_p1w": -0.2032360891452698, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.029418718718027925, "ret_p1m": -0.21892191579213305, "ret_signed_p1m": -0.21892191579213305, "alpha_spy_p1m": -0.21254080391177488, "alpha_c_p1m": -0.26053436128191787, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": 0.04161244548978482, "ret_p3m": -0.4334433433533832, "ret_signed_p3m": -0.4334433433533832, "alpha_spy_p3m": -0.4814298243803695, "alpha_c_p3m": -0.4601155317122131, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.026672188358829896, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5952, -0.5809, -0.505, -0.5149, -0.5765, -0.6161, -0.6304, -0.6502, -0.6634, -0.6821, -0.7008, -0.7008, -0.6546, -0.6381, -0.5776, -0.5776, -0.5468, -0.5083, -0.4785, -0.5028, -0.4378, -0.3586, -0.3377, -0.2596, -0.3234, -0.3542, -0.4114, -0.4433, -0.4015, -0.4037, -0.3377, -0.2926, -0.1969, -0.2178, -0.2244, -0.2244, -0.2519, -0.2937, -0.2849, -0.2651, -0.2651, -0.1375, -0.0979, -0.1584, -0.1991, -0.2508, -0.2365, -0.2068, -0.1353, -0.1353, -0.1848, -0.1012, -0.1012, -0.0891, -0.1397, -0.0792, -0.0649, -0.1045, 0.0033, 0.044, -0.0231, -0.0836, -0.0473, 0.0, -0.1496, -0.2002, -0.0902, -0.1595, -0.1738, -0.2464, -0.3168, -0.3267, -0.3267, -0.2915, -0.2893, -0.3058, -0.3168, -0.308, -0.22, -0.2057, -0.198, -0.3223, -0.2475, -0.2838, -0.2189, -0.2508, -0.2607, -0.2123, -0.1221, -0.1045, -0.1485, -0.1617, -0.1507, -0.143, -0.1936, -0.1518, -0.2739, -0.2475, -0.2728, -0.2651, -0.3091, -0.3663, -0.3817, -0.5171, -0.5072, -0.5391, -0.5391, -0.5545, -0.5677, -0.5413, -0.5402, -0.484, -0.4378, -0.4653, -0.4125, -0.451, -0.4466, -0.4521, -0.44, -0.407, -0.407, -0.418, -0.4158, -0.4609, -0.462, -0.4719, -0.4334, -0.4389, -0.4125, -0.4202, -0.4334, -0.3223, -0.3355, -0.3564, -0.3828, -0.3696, -0.3762, -0.2299, -0.2431, -0.0429, -0.0407, -0.1111, -0.1111, 0.1496, 0.2057, 0.1903, 0.1617, 0.1452, 0.3245, 0.2651, 0.2827, 0.0374, 0.0044, -0.0693, -0.1496, -0.0682, -0.0649, -0.0187, -0.0506, -0.0055, 0.0286, 0.0286, 0.1441, 0.0165, -0.0616, -0.0649, -0.0968, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019057549782155353", "ticker_idx": 0, "ts": "2026-02-04T14:36:46+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE so bullish $10 EOW", "tweet_type": "prediction", "timeline": "intraday", "summary": "Bullish TE to $10 end of week.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$TE so bullish\n\n$10 EOW", "reply_text": null, "parent_text": null, "quoted_text": "Feeling bottlenecked? Unsure if you'll be able to get that gas turbine you told investor to expect? Consider solar+storage. It's reliable, scalable ... and you don't have to wait until the 2030s to take receipt. We've got capacity. https://t.co/J9l4jhFplQ", "parent_author": null, "ret_m1d": 0.17593792110719986, "ret_signed_m1d": 0.17593792110719986, "alpha_spy_m1d": 0.17107049025815235, "alpha_c_m1d": 0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": -0.05950841358498571, "alpha_spy_p1d": -0.047019129524661474, "alpha_c_p1d": -0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": -0.11384218787445677, "alpha_spy_p1w": -0.12225094225729516, "alpha_c_p1w": -0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": -0.11901682716997153, "alpha_spy_p1m": -0.11190502899080723, "alpha_c_p1m": -0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": -0.3402328729562084, "alpha_spy_p3m": -0.3894624832961614, "alpha_c_p3m": -0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.05950841358498571, "alpha_spy_stated": -0.047019129524661474, "alpha_c_stated": -0.05348688004858915, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2019757981731279353", "ticker_idx": 0, "ts": "2026-02-06T13:00:02+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": "The Fear & Greed Index has only been below 10 three times in history. Each time, Bitcoin was higher 12 months later. This is what accumulation looks like.", "tweet_type": "analysis", "timeline": "months", "summary": "Long BTC: extreme fear (index=5) historically precedes higher prices 12 months out; author holds BTC and frames current dip as accumulation opportunity.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "The Crypto Fear & Greed Index just hit 5.\n\nNot 25. Not 15. Five.\n\nThe last time it was this low? \n\nNovember 2022. FTX had just collapsed.\n\n$BTC touched $60,000 overnight. Down 50% from the October high. $1.2 trillion in value erased since the peak.\n\nHere's what's actually happening beneath the surface:\n\n1. ETF investors are underwater. Citi estimates the average entry price at ~$81,600. \n\nPanic selling has pulled $1.8B out of spot ETFs this year, $545M in a single day.\n\n2. Whales dumped 81,000 BTC during the crash while spot volume dropped to its lowest since November 2023. \n\nThin liquidity + forced selling = cascading moves.\n\n3.  $2B+ in leveraged positions liquidated this week. $2.1B in options expire today.\n\n4. Strategy ( $MSTR) just reported a $12.4 BILLION loss. \n\nThey hold 713,502 BTC at an average cost of ~$76K. At $65K, that's $7.8B underwater. The stock is down 67% from its high.\n\nThe \"digital gold\" thesis is being stress-tested in real time. \n\n$BTC is down 35% since February 2025. \n\nGold is up 70% over the same period. \n\nTreasury Secretary Bessent told Congress the Treasury has \"no authority to stabilize crypto markets.\"\n\nThe bears will tell you this is the beginning of the end.\n\nI don't think so.\n\nThe Fear & Greed Index has only been below 10 three times in history. Each time, Bitcoin was higher 12 months later.\n\nBut the next few weeks will separate conviction from cope. Key support at $58-60K (200-day MA).\n\nThis is what accumulation looks like. It just doesn't feel like it yet.\n\nNot financial advice. I hold $BTC. \n\nEntertainment/educational purposes only.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11130677470825778, "ret_signed_m1d": -0.11130677470825778, "alpha_spy_m1d": -0.09248311610250182, "alpha_c_m1d": -0.09248311610250182, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006159832312600089, "ret_signed_p1d": -0.006159832312600089, "alpha_spy_p1d": -0.010981559029177412, "alpha_c_p1d": -0.010981559029177412, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.004821726716577324, "ret_p1w": -0.02405977573028284, "ret_signed_p1w": -0.02405977573028284, "alpha_spy_p1w": -0.011216231033489232, "alpha_c_p1w": -0.011216231033489232, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.03051514269041722, "ret_signed_p1m": -0.03051514269041722, "alpha_spy_p1m": -0.012632640360848879, "alpha_c_p1m": -0.012632640360848879, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01788250232956834, "ret_p3m": 0.154093691902085, "ret_signed_p3m": 0.154093691902085, "alpha_spy_p3m": 0.08862482495722057, "alpha_c_p3m": 0.08862482495722057, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.06546886694486442, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03051514269041722, "alpha_spy_stated": -0.012632640360848879, "alpha_c_stated": -0.012632640360848879, "price_path": [0.4598, 0.4409, 0.413, 0.3379, 0.3053, 0.3174, 0.2964, 0.2279, 0.206, 0.2511, 0.2379, 0.2829, 0.2938, 0.2886, 0.2235, 0.2947, 0.3256, 0.3059, 0.2669, 0.2847, 0.3137, 0.3042, 0.3112, 0.2794, 0.2249, 0.245, 0.2209, 0.2113, 0.2487, 0.2542, 0.2389, 0.2417, 0.2364, 0.2373, 0.235, 0.2533, 0.2403, 0.2576, 0.2748, 0.3306, 0.3284, 0.2941, 0.2902, 0.2829, 0.2925, 0.351, 0.3738, 0.3543, 0.3539, 0.3118, 0.2517, 0.2668, 0.268, 0.2686, 0.251, 0.2629, 0.264, 0.1985, 0.1924, 0.1153, 0.072, 0.0349, -0.1113, 0.0, -0.0062, -0.025, -0.0505, -0.0614, -0.0241, -0.0243, -0.0434, -0.0585, -0.051, -0.0361, -0.0842, -0.0918, -0.0368, -0.044, -0.0662, -0.0252, -0.0321, 0.0305, 0.004, -0.0343, -0.0305, -0.0089, -0.005, -0.0009, 0.0059, 0.061, 0.0477, 0.0098, -0.0091, -0.0005, 0.0051, -0.0005, 0.0107, -0.025, -0.0598, -0.0548, -0.0329, -0.0351, -0.052, -0.0514, -0.024, 0.0196, 0.008, 0.0172, 0.0344, 0.0557, 0.0514, 0.0602, 0.0652, 0.0931, 0.0754, 0.0822, 0.1084, 0.1093, 0.0978, 0.0965, 0.0821, 0.074, 0.0815, 0.1081, 0.1314, 0.147, 0.1541, 0.134, 0.1365, 0.1584, 0.1406, 0.1236, 0.1488, 0.1206, 0.0907, 0.0878, 0.0978, 0.099, 0.0699, 0.0953, 0.0747, 0.0537, 0.0423, 0.0399, 0.0108, -0.0546, -0.0927, -0.0957, -0.1365, -0.1058, -0.1263, -0.1291, -0.0991, -0.0994, -0.0605, -0.0702, -0.087, -0.1086, -0.0994, -0.0936, -0.1118, -0.1355, -0.1535, -0.1494, null, null, 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:2058899574169715001", "ticker_idx": 0, "ts": "2026-05-25T13:14:45+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is not a hardware upgrade. It is the colour data layer for the physical AI era.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: REV8 sensor integrates colour in silicon, validated by NVIDIA and NASA, positioned as foundational data layer for physical AI.", "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": "I just published a deep dive on $OUST’s new REV8 sensor.\nThree questions I answer that nobody else is asking:\n\n→ Why can’t a self-driving car just use LiDAR alone? It can’t read a traffic light. It can’t tell a stop sign from a billboard. Geometry without colour is blind to meaning.\n\n→ Why is REV8 different from every previous attempt at colour LiDAR? Because the colour lives in the silicon — not in software stitching two sensors together. Zero lag. Zero misalignment. One sensor doing the job of two.\n\n→ Why did $NVDA and NASA both validate this within 9 days of launch? NVIDIA needs it to cut world model training costs at scale. NASA needs it because the lunar south pole has no room for sensor fusion errors at 1.3 seconds communication lag.\n\nThis is not a hardware upgrade.\nIt is the colour data layer for the physical AI era.\n\nFull report below 👇\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/cManZW23at", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042877884759503358", "ticker_idx": 0, "ts": "2026-04-11T08:10:17+00:00", "symbol": "FLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The mispricing is profound", "tweet_type": "analysis", "timeline": "unspecified", "summary": "FLY profoundly mispriced as cognitive/Space Force layer vs RKLB's hardware layer; both are longs at different valuations.", "resolved_tickers": ["FLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I said the market was framing $FLY wrong.\n\nHere's the full breakdown.\n\n$RKLB = launch + platform layer + defence. Hardware. 55x revenue. \n$FLY = cognitive layer. Missile warning. Space Force backbone. 6x revenue.\n\nThese aren't competitors. They're different layers of the same stack.\n\nThe mispricing is profound. Full article 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1vNybbJfpn", "parent_author": null, "ret_m1d": -0.032474184183222676, "ret_signed_m1d": -0.032474184183222676, "alpha_spy_m1d": -0.022796313418249947, "alpha_c_m1d": -0.025469114334432552, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05644326468483962, "ret_signed_p1d": -0.05644326468483962, "alpha_spy_p1d": -0.06862814189468036, "alpha_c_p1d": -0.060032806184540766, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.10283509682793168, "ret_signed_p1w": 0.10283509682793168, "alpha_spy_p1w": 0.06986620951907097, "alpha_c_p1w": 0.09606151317542655, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.013402073917233137, "ret_signed_p1m": 0.013402073917233137, "alpha_spy_p1m": -0.06250521866296777, "alpha_c_p1m": 0.004023163602636881, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.013402073917233137, "alpha_spy_stated": -0.06250521866296777, "alpha_c_stated": 0.004023163602636881, "price_path": [-0.2265, -0.2332, -0.1389, -0.1389, -0.218, -0.2552, -0.2031, -0.2492, -0.3505, -0.2436, -0.2562, -0.3018, -0.3505, -0.4108, -0.3541, -0.3709, -0.4228, -0.3845, -0.3631, -0.4072, -0.4634, -0.507, -0.5026, -0.5026, -0.4747, -0.4466, -0.4451, -0.4851, -0.4851, -0.4665, -0.4755, -0.4451, -0.5034, -0.4608, -0.4624, -0.4485, -0.4747, -0.4915, -0.4652, -0.5003, -0.4691, -0.4013, -0.3951, -0.3832, -0.3665, -0.4023, -0.4082, -0.4015, -0.3812, -0.3884, -0.2905, -0.309, -0.389, -0.3912, -0.2662, -0.233, -0.1513, -0.1513, -0.1018, -0.0832, -0.0175, -0.0317, -0.0325, 0.0, -0.0564, -0.0304, 0.1384, 0.1268, 0.1028, 0.0848, 0.0683, -0.0067, -0.0946, -0.1106, -0.1182, -0.1369, -0.1082, -0.1289, -0.1399, -0.1876, -0.1095, -0.166, 0.0227, -0.0144, 0.0134, 0.0147, 0.0923, 0.042, 0.1327, 0.0972, 0.134, 0.1046, 0.2758, 0.2758, 0.5157, 0.4763, 0.2724, 0.1982, 0.1402, 0.1178, 0.0253, 0.0652, -0.0696, -0.0675, -0.138, -0.1387, 0.0147, -0.1786, -0.1402, -0.2023, -0.1972, -0.2023, -0.2023, -0.2536, -0.2987, -0.3562, -0.3657, -0.3418, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042877884759503358", "ticker_idx": 1, "ts": "2026-04-11T08:10:17+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB = launch + platform layer + defence. Hardware. 55x revenue.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "FLY profoundly mispriced as cognitive/Space Force layer vs RKLB's hardware layer; both are longs at different valuations.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I said the market was framing $FLY wrong.\n\nHere's the full breakdown.\n\n$RKLB = launch + platform layer + defence. Hardware. 55x revenue. \n$FLY = cognitive layer. Missile warning. Space Force backbone. 6x revenue.\n\nThese aren't competitors. They're different layers of the same stack.\n\nThe mispricing is profound. Full article 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1vNybbJfpn", "parent_author": null, "ret_m1d": -0.036391951215954954, "ret_signed_m1d": -0.036391951215954954, "alpha_spy_m1d": -0.026714080450982225, "alpha_c_m1d": -0.02938688136716483, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007005069848790124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02265644876654349, "ret_signed_p1d": 0.02265644876654349, "alpha_spy_p1d": 0.010471571556702752, "alpha_c_p1d": 0.019066907266842348, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.26677988679067943, "ret_signed_p1w": 0.26677988679067943, "alpha_spy_p1w": 0.23381099948181872, "alpha_c_p1w": 0.2600063031381743, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.6646841261172789, "ret_signed_p1m": 0.6646841261172789, "alpha_spy_p1m": 0.588776833537078, "alpha_c_p1m": 0.6553052158026826, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009378910314596256, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6646841261172789, "alpha_spy_stated": 0.588776833537078, "alpha_c_stated": 0.6553052158026826, "price_path": [0.2999, 0.2852, 0.3636, 0.3636, 0.2625, 0.2436, 0.2458, 0.2589, 0.1396, 0.2319, 0.2542, 0.2133, 0.1338, 0.05, 0.1508, 0.0353, -0.0609, 0.0241, 0.0739, 0.02, -0.0142, -0.0653, -0.045, -0.045, -0.0103, 0.0538, 0.0844, 0.0034, -0.0058, -0.0092, -0.0059, 0.0287, -0.0215, 0.005, -0.0069, 0.0183, -0.0088, -0.0072, 0.0122, -0.0239, 0.019, -0.0319, -0.0313, 0.0098, 0.1129, -0.0161, 0.0185, -0.048, -0.0371, -0.0644, 0.032, -0.0663, -0.1372, -0.1875, -0.0906, -0.0722, -0.0409, -0.0409, -0.0418, -0.0609, -0.0218, -0.0549, -0.0364, 0.0, 0.0227, 0.0422, 0.1743, 0.2008, 0.2668, 0.2268, 0.275, 0.198, 0.1283, 0.1653, 0.1129, 0.0906, 0.1684, 0.116, 0.1372, 0.1153, 0.1987, 0.1127, 0.4935, 0.6617, 0.6647, 0.758, 0.8769, 0.7668, 0.8573, 0.8027, 0.9014, 0.7764, 0.9224, 0.9224, 1.0278, 1.1273, 1.0961, 1.0317, 0.7331, 0.7462, 0.6242, 0.6985, 0.5588, 0.6093, 0.5326, 0.4875, 0.6253, 0.4499, 0.547, 0.4816, 0.529, 0.5185, 0.5185, 0.4201, 0.3469, 0.2094, 0.1426, 0.1971, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057200089605529606", "ticker_idx": 0, "ts": "2026-05-20T20:41:36+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is mispricing the most important company in the world and it's partners", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Market mispricing NVDA (forward P/E near 4-year low after revenue doubling) and its partners OUST, ARBE, IREN.", "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": "$NVDA just DOUBLED revenue in 5 quarters.\n\nThe forward P/E is near a 4-year low.\n\nThe market is mispricing the most important company in the world and it’s partners.\n\n$NVDA $OUST $ARBE $IREN https://t.co/m94HiMwZM5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01804021974993497, "ret_signed_m1d": 0.01804021974993497, "alpha_spy_m1d": 0.02001938259750058, "alpha_c_m1d": 0.02371048760686667, "bench_spy_m1d": -0.0019791628475656076, "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": -0.01904237298751621, "ret_signed_p1d": -0.01904237298751621, "alpha_spy_p1d": -0.02297392206432014, "alpha_c_p1d": -0.03390467200990899, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": -0.023962458226216565, "ret_signed_p1w": -0.023962458226216565, "alpha_spy_p1w": -0.039957738950223476, "alpha_c_p1w": -0.08022436555226231, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": -0.03906170619372462, "ret_signed_p1m": -0.03906170619372462, "alpha_spy_p1m": -0.04706445471060894, "alpha_c_p1m": -0.20106776241855173, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03906170619372462, "alpha_spy_stated": -0.04706445471060894, "alpha_c_stated": -0.20106776241855173, "price_path": [-0.1274, -0.1215, -0.1092, -0.1578, -0.1928, -0.1687, -0.1798, -0.1662, -0.1648, -0.19, -0.168, -0.1583, -0.1525, -0.1657, -0.1789, -0.1653, -0.1712, -0.1782, -0.1866, -0.2132, -0.1999, -0.2019, -0.186, -0.2199, -0.2368, -0.2476, -0.2055, -0.1994, -0.1919, -0.1919, -0.1907, -0.1886, -0.1705, -0.1622, -0.1407, -0.1376, -0.1048, -0.094, -0.0964, -0.0812, -0.0795, -0.0894, -0.0775, -0.0905, -0.0512, -0.0132, -0.0289, -0.0467, -0.0908, -0.0959, -0.0958, -0.1048, -0.0532, -0.0365, -0.0196, -0.0003, 0.0058, 0.0288, 0.0739, 0.0265, 0.0128, 0.005, 0.018, 0.0, -0.019, -0.019, -0.0212, -0.0315, -0.024, -0.0381, 0.0221, 0.0151, -0.0217, -0.0027, -0.0646, -0.0484, -0.0505, -0.0859, -0.0656, -0.0641, -0.031, -0.054, -0.0666, -0.0391, -0.0391, -0.0484, -0.0876, -0.0924, -0.1072, -0.1219, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057200089605529606", "ticker_idx": 1, "ts": "2026-05-20T20:41:36+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is mispricing the most important company in the world and it's partners", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Market mispricing NVDA (forward P/E near 4-year low after revenue doubling) and its partners OUST, ARBE, IREN.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just DOUBLED revenue in 5 quarters.\n\nThe forward P/E is near a 4-year low.\n\nThe market is mispricing the most important company in the world and it’s partners.\n\n$NVDA $OUST $ARBE $IREN https://t.co/m94HiMwZM5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12026216286702596, "ret_signed_m1d": -0.12026216286702596, "alpha_spy_m1d": -0.11828300001946035, "alpha_c_m1d": -0.11208743729244974, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.008174725574576214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05528636700692369, "ret_signed_p1d": 0.05528636700692369, "alpha_spy_p1d": 0.051354817930119756, "alpha_c_p1d": 0.045264033186882546, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.01002233382004114, "ret_p1w": 0.2063266357077187, "ret_signed_p1w": 0.2063266357077187, "alpha_spy_p1w": 0.1903313549837118, "alpha_c_p1w": 0.1601340345233675, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.0461926011843512, "ret_p1m": 0.32715872021418835, "ret_signed_p1m": 0.32715872021418835, "alpha_spy_p1m": 0.31915597169730403, "alpha_c_p1m": 0.2552662304850939, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.07189248972909446, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.32715872021418835, "alpha_spy_stated": 0.31915597169730403, "alpha_c_stated": 0.2552662304850939, "price_path": [-0.4853, -0.4685, -0.4357, -0.4406, -0.46, -0.4229, -0.381, -0.3622, -0.3964, -0.4223, -0.4144, -0.3625, -0.2947, -0.3571, -0.3881, -0.393, -0.3904, -0.4089, -0.3998, -0.4286, -0.3964, -0.4138, -0.4238, -0.4497, -0.4967, -0.5261, -0.4765, -0.4694, -0.4446, -0.4446, -0.4497, -0.4491, -0.4226, -0.4292, -0.4104, -0.3765, -0.3326, -0.3035, -0.3112, -0.3086, -0.2266, -0.2132, -0.2089, -0.2474, -0.1958, -0.2328, -0.2553, -0.2722, -0.2317, -0.2462, -0.1978, -0.185, -0.1623, -0.3015, -0.2818, -0.2362, -0.2277, -0.0262, -0.0066, -0.0066, -0.124, -0.153, -0.1203, 0.0, 0.0553, 0.0553, 0.2169, 0.2605, 0.2063, 0.3123, 0.2804, 0.3118, 0.2528, 0.342, 0.1308, 0.165, 0.0977, 0.094, 0.1288, 0.1342, 0.2875, 0.2177, 0.1604, 0.3272, 0.3272, 0.3588, 0.287, 0.1602, 0.1918, 0.1975, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057200089605529606", "ticker_idx": 2, "ts": "2026-05-20T20:41:36+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is mispricing the most important company in the world and it's partners", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Market mispricing NVDA (forward P/E near 4-year low after revenue doubling) and its partners OUST, ARBE, IREN.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA just DOUBLED revenue in 5 quarters.\n\nThe forward P/E is near a 4-year low.\n\nThe market is mispricing the most important company in the world and it’s partners.\n\n$NVDA $OUST $ARBE $IREN https://t.co/m94HiMwZM5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1638655824164904, "ret_signed_m1d": -0.1638655824164904, "alpha_spy_m1d": -0.1618864195689248, "alpha_c_m1d": -0.1556908568419142, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.008174725574576214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0504202177342542, "ret_signed_p1d": -0.0504202177342542, "alpha_spy_p1d": -0.05435176681105813, "alpha_c_p1d": -0.06044255155429534, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.01002233382004114, "ret_p1w": 0.0168067058527952, "ret_signed_p1w": 0.0168067058527952, "alpha_spy_p1w": 0.0008114251287882901, "alpha_c_p1w": -0.029385895331556, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.0461926011843512, "ret_p1m": -0.3092437082542111, "ret_signed_p1m": -0.3092437082542111, "alpha_spy_p1m": -0.3172464567710954, "alpha_c_p1m": -0.38113619798330556, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.07189248972909446, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3092437082542111, "alpha_spy_stated": -0.3172464567710954, "alpha_c_stated": -0.38113619798330556, "price_path": [-0.1092, -0.1513, -0.1345, -0.2168, -0.3092, -0.3261, -0.3277, -0.2983, -0.305, -0.3445, -0.3202, -0.3277, -0.3017, -0.3445, -0.363, -0.3445, -0.3445, -0.3613, -0.3866, -0.4261, -0.4202, -0.4286, -0.4571, -0.4882, -0.5109, -0.5336, -0.4874, -0.4622, -0.4622, -0.4622, -0.4277, -0.479, -0.437, -0.4538, -0.4538, -0.4361, -0.4109, -0.3437, -0.3168, -0.2983, -0.3151, -0.3303, -0.3445, -0.3714, -0.337, -0.3353, -0.3529, -0.3714, -0.2815, -0.2941, -0.2958, -0.3076, -0.2689, -0.3277, -0.3269, -0.2471, -0.2655, -0.1513, -0.0336, -0.1176, -0.1597, -0.2218, -0.1639, 0.0, -0.0504, -0.0504, -0.0336, 0.0336, 0.0168, -0.0756, 0.0504, -0.0504, -0.0924, -0.1008, -0.2353, -0.258, -0.2857, -0.2798, -0.2286, -0.2622, -0.2563, -0.2857, -0.2933, -0.3092, -0.3092, -0.3983, -0.4042, -0.4487, -0.4538, -0.4479, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057200089605529606", "ticker_idx": 3, "ts": "2026-05-20T20:41:36+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is mispricing the most important company in the world and it's partners", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Market mispricing NVDA (forward P/E near 4-year low after revenue doubling) and its partners OUST, ARBE, IREN.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "$NVDA just DOUBLED revenue in 5 quarters.\n\nThe forward P/E is near a 4-year low.\n\nThe market is mispricing the most important company in the world and it’s partners.\n\n$NVDA $OUST $ARBE $IREN https://t.co/m94HiMwZM5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09214609304641674, "ret_signed_m1d": -0.09214609304641674, "alpha_spy_m1d": -0.09016693019885114, "alpha_c_m1d": -0.090792914875935, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.0013531781704817503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021184972668673696, "ret_signed_p1d": -0.021184972668673696, "alpha_spy_p1d": -0.025116521745477627, "alpha_c_p1d": -0.025244507180119058, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.004059534511445362, "ret_p1w": 0.10316916184611635, "ret_signed_p1w": 0.10316916184611635, "alpha_spy_p1w": 0.08717388112210944, "alpha_c_p1w": 0.11206146496631464, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": -0.008892303120198286, "ret_p1m": 0.03272472728627407, "ret_signed_p1m": 0.03272472728627407, "alpha_spy_p1m": 0.024721978769389752, "alpha_c_p1m": -0.0028445591952939164, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.035569286481567985, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03272472728627407, "alpha_spy_stated": 0.024721978769389752, "alpha_c_stated": -0.0028445591952939164, "price_path": [-0.2704, -0.2172, -0.2416, -0.238, -0.2947, -0.2871, -0.3309, -0.2449, -0.3089, -0.3679, -0.331, -0.3434, -0.277, -0.2875, -0.2838, -0.226, -0.2601, -0.273, -0.2825, -0.2888, -0.2739, -0.2918, -0.2864, -0.355, -0.3956, -0.4554, -0.4096, -0.4128, -0.4011, -0.4011, -0.3949, -0.3844, -0.3657, -0.3617, -0.3228, -0.2582, -0.1841, -0.1591, -0.1784, -0.1712, -0.1609, -0.222, -0.1666, -0.104, -0.1278, -0.1671, -0.2346, -0.2618, -0.2162, -0.2136, -0.1478, -0.0572, 0.0503, -0.0208, 0.0541, -0.0501, -0.0258, -0.0498, 0.0059, -0.0882, -0.1309, -0.1777, -0.0921, 0.0, -0.0212, -0.0212, 0.0296, 0.1684, 0.1032, 0.0944, 0.1252, 0.1471, 0.1278, 0.0654, -0.0639, 0.0195, -0.0696, -0.1126, -0.0233, 0.0295, 0.0481, 0.0193, 0.0009, 0.0327, 0.0327, -0.0205, -0.0575, -0.1337, -0.1777, -0.1869, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027357798741512569", "ticker_idx": 0, "ts": "2026-02-27T12:19:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is punishing the Neutron delay. I think that's an opportunity.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB at $69; Neutron delay is overblown — $600M+ business growing 38% YoY with $1.85B backlog is significantly stronger than November levels.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB just reported. \n\n✅ Record Q4 revenue: $180M (beat) \n✅ Full year: $602M (+38% YoY) \n✅ Backlog: $1.85B (+73% YoY) \n✅ Q1 guide: $185-200M (massive) \n✅ $816M SDA prime contract secured  \n❌ Neutron delayed to Q4 2026 (tank test failure) \n❌ GAAP margin guide steps back to 34-36%  \n\nThe market is punishing the Neutron delay. I think that's an opportunity.  \n\nHere's the bull case: \n$602M revenue growing 38% YoY, backlog that de-risks 2+ years of growth, 21 launches at 100% success rate, and they just acquired Precision Components TODAY.  \n\nNeutron matters... but Electron + Space Systems is already a $600M+ business growing at 38%.  \n\nAt $69, RKLB is trading at the same price it was in November. The business is significantly better.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05137486440158656, "ret_signed_m1d": 0.05137486440158656, "alpha_spy_m1d": 0.04654975364649294, "alpha_c_m1d": 0.053858734916803486, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.002483870515216924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027062268999649364, "ret_signed_p1d": 0.027062268999649364, "alpha_spy_p1d": 0.026493746013601438, "alpha_c_p1d": 0.017126613750208408, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.009935655249440956, "ret_p1w": 0.01461652906705524, "ret_signed_p1w": 0.01461652906705524, "alpha_spy_p1w": 0.034456514354868184, "alpha_c_p1w": 0.05526232847346868, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.04064579940641344, "ret_p1m": -0.16960922814484813, "ret_signed_p1m": -0.16960922814484813, "alpha_spy_p1m": -0.0933776840101207, "alpha_c_p1m": -0.05619643127582041, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.11341279686902772, "ret_p3m": 1.1740954999268527, "ret_signed_p3m": 1.1740954999268527, "alpha_spy_p3m": 1.0771268204807027, "alpha_c_p3m": 1.1873631301339187, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": -0.013267630207066006, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16960922814484813, "alpha_spy_stated": -0.0933776840101207, "alpha_c_stated": -0.05619643127582041, "price_path": [-0.3936, -0.3528, -0.2855, -0.2901, -0.2538, -0.2268, -0.1676, -0.0806, -0.1101, -0.1981, -0.197, -0.2191, -0.1329, 0.0205, 0.1223, 0.1169, 0.1169, 0.1169, 0.0224, 0.0148, 0.0195, 0.0096, 0.0096, 0.0997, 0.1308, 0.245, 0.2168, 0.2023, 0.2279, 0.2721, 0.253, 0.3285, 0.3135, 0.3936, 0.3936, 0.2903, 0.2709, 0.2732, 0.2865, 0.1647, 0.259, 0.2818, 0.2399, 0.1588, 0.0731, 0.1761, 0.058, -0.0402, 0.0466, 0.0975, 0.0424, 0.0075, -0.0447, -0.024, -0.024, 0.0114, 0.077, 0.1082, 0.0255, 0.0161, 0.0126, 0.0159, 0.0514, 0.0, 0.0271, 0.0149, 0.0407, 0.013, 0.0146, 0.0344, -0.0025, 0.0414, -0.0106, -0.01, 0.032, 0.1373, 0.0055, 0.041, -0.0271, -0.0159, -0.0438, 0.0547, -0.0457, -0.1182, -0.1696, -0.0706, -0.0518, -0.0198, -0.0198, -0.0207, -0.0402, -0.0003, -0.0342, -0.0152, 0.022, 0.0452, 0.0651, 0.2001, 0.2272, 0.2946, 0.2538, 0.303, 0.2243, 0.1531, 0.1909, 0.1373, 0.1146, 0.1941, 0.1405, 0.1622, 0.1398, 0.225, 0.1372, 0.5263, 0.6983, 0.7013, 0.7967, 0.9182, 0.8056, 0.8981, 0.8424, 0.9433, 0.8155, 0.9647, 0.9647, 1.0724, 1.1741, 1.1423, 1.0764, 0.7712, 0.7847, 0.6599, 0.7359, 0.5931, 0.6447, 0.5663, 0.5203, 0.6611, 0.4818, 0.581, 0.5142, 0.5627, 0.552, 0.552, 0.4514, 0.3766, 0.236, 0.1677, 0.2234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025601475368690167", "ticker_idx": 0, "ts": "2026-02-22T16:00:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB is down 29% from ATH heading into earnings that could show 50%+ EPS growth", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RKLB into earnings on 50%+ EPS growth potential, TE on Treasury-backed 45X tax credits, and OSS on record Navy contract.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "This might be the biggest week for small-cap space and defense stocks in 2026.  Here's what's coming:  \n\n📅 Wednesday — My full $RKLB pre-earnings analysis drops \n📅 Thursday — $RKLB Q4/FY2025 earnings after close 📅 Thursday — $TE earnings after close \n📅 Any day — HASTE \"Cassowary Vex\" hypersonic mission launch  \n\n$RKLB is down 29% from ATH heading into earnings that could show 50%+ EPS growth.  \n\n$TE has Treasury guidance supporting their 45X tax credits after Culper tried to kill the thesis.  \n\nAnd $OSS just landed their biggest Navy contract ever while nobody was watching.  \n\nI've been building this watchlist for months. This is the week it gets tested.  \n\nFollow along — it's going to be volatile. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009257962318114599, "ret_signed_m1d": 0.009257962318114599, "alpha_spy_m1d": -0.0010587514613711324, "alpha_c_m1d": -0.004469770541478013, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727732859592612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003418286097408685, "ret_signed_p1d": -0.003418286097408685, "alpha_spy_p1d": -0.010686761367607045, "alpha_c_p1d": -0.01571605775143292, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297771654024237, "ret_p1w": 0.01082469941804276, "ret_signed_p1w": 0.01082469941804276, "alpha_spy_p1w": 0.004977656429697275, "alpha_c_p1w": -0.01245511814214062, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.02327981756018338, "ret_p1m": -0.05896595134074034, "ret_signed_p1m": -0.05896595134074034, "alpha_spy_p1m": -0.01877461188089724, "alpha_c_p1m": 0.00034401034212516723, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05930996168286551, "ret_p3m": 0.7867824894472357, "ret_signed_p3m": 0.7867824894472357, "alpha_spy_p3m": 0.6954002553545673, "alpha_c_p3m": 0.8086369959395299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.021854506492294146, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05896595134074034, "alpha_spy_stated": -0.01877461188089724, "alpha_c_stated": 0.00034401034212516723, "price_path": [-0.4028, -0.4028, -0.3998, -0.425, -0.4032, -0.3631, -0.2968, -0.3013, -0.2656, -0.239, -0.1807, -0.0951, -0.1242, -0.2108, -0.2097, -0.2314, -0.1466, 0.0044, 0.1045, 0.0993, 0.0993, 0.0993, 0.0063, -0.0013, 0.0034, -0.0064, -0.0064, 0.0823, 0.1129, 0.2253, 0.1976, 0.1833, 0.2085, 0.252, 0.2332, 0.3075, 0.2927, 0.3716, 0.3716, 0.2699, 0.2508, 0.2531, 0.2662, 0.1463, 0.2391, 0.2615, 0.2203, 0.1404, 0.0561, 0.1575, 0.0413, -0.0554, 0.0301, 0.0802, 0.0259, -0.0084, -0.0598, -0.0395, -0.0395, -0.0046, 0.06, 0.0907, 0.0093, 0.0, -0.0034, -0.0001, 0.0348, -0.0158, 0.0108, -0.0011, 0.0242, -0.003, -0.0014, 0.0181, -0.0182, 0.0249, -0.0262, -0.0256, 0.0157, 0.1194, -0.0104, 0.0245, -0.0424, -0.0315, -0.059, 0.038, -0.0608, -0.1322, -0.1827, -0.0853, -0.0668, -0.0353, -0.0353, -0.0362, -0.0554, -0.0161, -0.0494, -0.0308, 0.0058, 0.0286, 0.0483, 0.1812, 0.2078, 0.2742, 0.234, 0.2824, 0.205, 0.1349, 0.1721, 0.1194, 0.097, 0.1752, 0.1225, 0.1439, 0.1218, 0.2057, 0.1192, 0.5022, 0.6714, 0.6744, 0.7683, 0.8879, 0.7771, 0.8681, 0.8133, 0.9125, 0.7868, 0.9336, 0.9336, 1.0396, 1.1397, 1.1084, 1.0436, 0.7432, 0.7564, 0.6337, 0.7084, 0.5679, 0.6187, 0.5415, 0.4962, 0.6348, 0.4583, 0.556, 0.4902, 0.538, 0.5274, 0.5274, 0.4284, 0.3548, 0.2165, 0.1493, 0.2041, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025601475368690167", "ticker_idx": 1, "ts": "2026-02-22T16:00:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE has Treasury guidance supporting their 45X tax credits after Culper tried to kill the thesis", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RKLB into earnings on 50%+ EPS growth potential, TE on Treasury-backed 45X tax credits, and OSS on record Navy contract.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "This might be the biggest week for small-cap space and defense stocks in 2026.  Here's what's coming:  \n\n📅 Wednesday — My full $RKLB pre-earnings analysis drops \n📅 Thursday — $RKLB Q4/FY2025 earnings after close 📅 Thursday — $TE earnings after close \n📅 Any day — HASTE \"Cassowary Vex\" hypersonic mission launch  \n\n$RKLB is down 29% from ATH heading into earnings that could show 50%+ EPS growth.  \n\n$TE has Treasury guidance supporting their 45X tax credits after Culper tried to kill the thesis.  \n\nAnd $OSS just landed their biggest Navy contract ever while nobody was watching.  \n\nI've been building this watchlist for months. This is the week it gets tested.  \n\nFollow along — it's going to be volatile. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01271858890162647, "ret_signed_m1d": -0.01271858890162647, "alpha_spy_m1d": -0.023035302681112202, "alpha_c_m1d": -0.026446321761219083, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727732859592612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12718604063380368, "ret_signed_p1d": 0.12718604063380368, "alpha_spy_p1d": 0.11991756536360532, "alpha_c_p1d": 0.11488826897977944, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297771654024237, "ret_p1w": 0.0874404124118362, "ret_signed_p1w": 0.0874404124118362, "alpha_spy_p1w": 0.08159336942349071, "alpha_c_p1w": 0.06416059485165282, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.02327981756018338, "ret_p1m": 0.05087443141527537, "ret_signed_p1m": 0.05087443141527537, "alpha_spy_p1m": 0.09106577087511847, "alpha_c_p1m": 0.11018439309814088, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05930996168286551, "ret_p3m": 0.38632755483513637, "ret_signed_p3m": 0.38632755483513637, "alpha_spy_p3m": 0.29494532074246793, "alpha_c_p3m": 0.4081820613274305, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.021854506492294146, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05087443141527537, "alpha_spy_stated": 0.09106577087511847, "alpha_c_stated": 0.11018439309814088, "price_path": [-0.3895, -0.3895, -0.345, -0.2893, -0.2464, -0.2814, -0.1876, -0.0731, -0.0429, 0.07, -0.0223, -0.0668, -0.1494, -0.1955, -0.1351, -0.1383, -0.0429, 0.0223, 0.1606, 0.1304, 0.1208, 0.1208, 0.0811, 0.0207, 0.0334, 0.062, 0.062, 0.2464, 0.3037, 0.2162, 0.1574, 0.0827, 0.1033, 0.1463, 0.2496, 0.2496, 0.1781, 0.2989, 0.2989, 0.3164, 0.2432, 0.3307, 0.3514, 0.2941, 0.4499, 0.5087, 0.4118, 0.3243, 0.3768, 0.4452, 0.2289, 0.1558, 0.3148, 0.2146, 0.194, 0.089, -0.0127, -0.027, -0.027, 0.0238, 0.027, 0.0032, -0.0127, 0.0, 0.1272, 0.1479, 0.159, -0.0207, 0.0874, 0.035, 0.1288, 0.0827, 0.0684, 0.1383, 0.2687, 0.2941, 0.2305, 0.2114, 0.2273, 0.2385, 0.1653, 0.2258, 0.0493, 0.0874, 0.0509, 0.062, -0.0016, -0.0843, -0.1065, -0.3021, -0.2878, -0.3339, -0.3339, -0.3561, -0.3752, -0.337, -0.3355, -0.2544, -0.1876, -0.2273, -0.151, -0.2067, -0.2003, -0.2083, -0.1908, -0.1431, -0.1431, -0.159, -0.1558, -0.221, -0.2226, -0.2369, -0.1812, -0.1892, -0.151, -0.1622, -0.1812, -0.0207, -0.0397, -0.07, -0.1081, -0.089, -0.0986, 0.1129, 0.0938, 0.3831, 0.3863, 0.2846, 0.2846, 0.6614, 0.7424, 0.7202, 0.6789, 0.655, 0.9141, 0.8283, 0.8537, 0.4992, 0.4515, 0.345, 0.2289, 0.3466, 0.3514, 0.4181, 0.372, 0.4372, 0.4865, 0.4865, 0.6534, 0.469, 0.3561, 0.3514, 0.3052, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025601475368690167", "ticker_idx": 2, "ts": "2026-02-22T16:00:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSS just landed their biggest Navy contract ever while nobody was watching", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RKLB into earnings on 50%+ EPS growth potential, TE on Treasury-backed 45X tax credits, and OSS on record Navy contract.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "This might be the biggest week for small-cap space and defense stocks in 2026.  Here's what's coming:  \n\n📅 Wednesday — My full $RKLB pre-earnings analysis drops \n📅 Thursday — $RKLB Q4/FY2025 earnings after close 📅 Thursday — $TE earnings after close \n📅 Any day — HASTE \"Cassowary Vex\" hypersonic mission launch  \n\n$RKLB is down 29% from ATH heading into earnings that could show 50%+ EPS growth.  \n\n$TE has Treasury guidance supporting their 45X tax credits after Culper tried to kill the thesis.  \n\nAnd $OSS just landed their biggest Navy contract ever while nobody was watching.  \n\nI've been building this watchlist for months. This is the week it gets tested.  \n\nFollow along — it's going to be volatile. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07166489460584113, "ret_signed_m1d": 0.07166489460584113, "alpha_spy_m1d": 0.0613481808263554, "alpha_c_m1d": 0.05462763467524279, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037259930598347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014332978921168138, "ret_signed_p1d": 0.014332978921168138, "alpha_spy_p1d": 0.007064503650969778, "alpha_c_p1d": 0.001338353825582006, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994625095586132, "ret_p1w": -0.04906281254652711, "ret_signed_p1w": -0.04906281254652711, "alpha_spy_p1w": -0.0549098555348726, "alpha_c_p1w": -0.05642634877537045, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363536228843337, "ret_p1m": -0.003307578167649816, "ret_signed_p1m": -0.003307578167649816, "alpha_spy_p1m": 0.036883761292193284, "alpha_c_p1m": 0.012579833182315259, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887411349965075, "ret_p3m": 0.8202867457981551, "ret_signed_p3m": 0.8202867457981551, "alpha_spy_p3m": 0.7289045117054866, "alpha_c_p3m": 0.5293390565653557, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.29094768923279934, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.003307578167649816, "alpha_spy_stated": 0.036883761292193284, "alpha_c_stated": 0.012579833182315259, "price_path": [-0.344, -0.344, -0.3286, -0.3473, -0.3308, -0.3197, -0.2767, -0.2304, -0.1874, -0.1654, -0.1477, -0.1356, -0.1654, -0.2448, -0.2304, -0.2525, -0.2095, -0.1896, -0.1996, -0.183, -0.2029, -0.2029, -0.2073, -0.215, -0.2117, -0.2084, -0.2084, -0.2503, -0.2393, -0.29, -0.1323, -0.0309, -0.1103, 0.1521, 0.2459, 0.2889, 0.1963, 0.1753, 0.1753, 0.1885, 0.2867, 0.2503, 0.1687, 0.1158, 0.1588, 0.1422, 0.1709, 0.0904, 0.0529, 0.0518, -0.0121, -0.1125, 0.0187, 0.0639, 0.0496, 0.0419, -0.0573, -0.0408, -0.0408, -0.0871, -0.0794, 0.1621, 0.0717, 0.0, 0.0143, -0.0022, 0.0066, -0.0899, -0.0491, -0.086, -0.075, -0.065, -0.0728, -0.0187, 0.0397, 0.0926, 0.1191, 0.1114, 0.1257, 0.1786, 0.2393, 0.1323, -0.0276, 0.0154, -0.0033, 0.0011, -0.0584, -0.1549, -0.2051, -0.1654, -0.1996, -0.1577, -0.1577, -0.1488, -0.1599, -0.1213, -0.1367, -0.14, -0.0232, -0.0342, 0.0838, 0.0761, 0.0937, 0.1158, 0.0948, 0.1466, 0.0783, 0.0706, 0.097, 0.0221, -0.0309, 0.0463, 0.1058, 0.0761, 0.0772, 0.6902, 0.6648, 0.7288, 0.7552, 0.7144, 0.7486, 0.9008, 0.8159, 0.763, 0.699, 0.7299, 0.8203, 0.9658, 0.9658, 0.9228, 0.9361, 0.9746, 1.0044, 1.0904, 1.1996, 1.097, 1.0838, 0.8622, 0.8181, 0.7321, 0.7376, 0.8567, 0.8357, 0.8997, 0.989, 1.0044, 1.0331, 1.0331, 1.0055, 0.8765, 0.7762, 0.7861, 0.7905, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2040406520718835741", "ticker_idx": 0, "ts": "2026-04-04T12:29:58+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nobody is mapping $VELO… Most don't have $VELO on their list yet. Full thesis drops today.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish VELO as an underfollowed SpaceX supply-chain play that Wall Street will be forced to map once the SpaceX IPO S-1 drops; going-concern risk noted but forward lean is long.", "resolved_tickers": ["VELO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Nobody is mapping $VELO.\nHere's what Velo3D actually is:\n\n⚙️ PRINTER — Sapphire XC. 8 lasers. Prints metal parts no other machine can make. \n🔬 PROCESS — SupportFree printing. Zero-degree overhangs. Impossible geometries, solved. \n🧱 MATERIAL — GRCop-42 superalloy. The only material that survives inside a rocket combustion chamber. \n🚀 CUSTOMER — SpaceX. 5 structural parts inside every Raptor engine. Already on Raptor 4. \n📄 CONTRACT — $8M IP license. SpaceX included a bankruptcy clause to keep access if $VELO goes under. \n🏭 SCALE — 500 Raptor engines/year targeted. That's 2,500 mission-critical components. One supplier. \n🛡️ DEFENSE — 56% of revenue. $32.6M Project FORGE contract. First AM vendor qualified by the US Army. \n📈 PIVOT — Rapid Production Solutions. Record $31M backlog. Guided $60-70M for 2026. \n⚠️ RISK — Going concern warning. $500M shelf filed Friday. This is not a clean long.\n\nThe SpaceX IPO S-1 forces every Wall Street analyst to map the supply chain.\n\nMost don't have $VELO on their list yet.\n\nFull thesis drops today. Bookmark this tweet.🧵", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17449336463283394, "ret_signed_m1d": 0.17449336463283394, "alpha_spy_m1d": 0.1791979717674923, "alpha_c_m1d": 0.18026897591881463, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.054374711139915655, "ret_signed_p1d": -0.054374711139915655, "alpha_spy_p1d": -0.054814711704542884, "alpha_c_p1d": -0.05912679354761663, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.13989125001202107, "ret_signed_p1w": 0.13989125001202107, "alpha_spy_p1w": 0.098657773714103, "alpha_c_p1w": 0.07533499177626579, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.3247651924611925, "ret_signed_p1m": 0.3247651924611925, "alpha_spy_p1m": 0.22636321730627285, "alpha_c_p1m": 0.11384251758842434, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3247651924611925, "alpha_spy_stated": 0.22636321730627285, "alpha_c_stated": 0.11384251758842434, "price_path": [0.7776, 0.9951, 0.9871, 1.1839, 0.9857, 0.7845, 0.736, 1.1374, 1.1374, 0.8972, 0.7024, 0.7874, 0.4879, 0.2724, 0.3841, 0.6441, 0.3959, 0.302, 0.2457, 0.5146, 0.2229, 0.215, 0.4039, 0.3544, 0.3287, 0.2457, 0.1003, 0.1043, 0.1043, -0.0687, -0.1083, 0.0143, -0.1053, -0.0509, -0.043, -0.0351, 0.0707, 0.0064, 0.1715, 0.1725, 0.2121, 0.1864, 0.1972, 0.2071, 0.2249, 0.3821, 0.5344, 0.394, 0.4385, 0.5156, 0.387, 0.2477, 0.1582, 0.306, 0.3366, 0.0509, -0.0114, -0.1102, -0.1448, -0.0717, -0.0499, 0.1745, 0.1745, 0.0, -0.0544, 0.044, 0.0826, -0.0064, 0.1399, 0.0776, 0.1162, 0.1369, 0.1132, 0.1537, 0.5126, 0.479, 0.6579, 0.7163, 0.4167, 0.3465, 0.2743, 0.3846, 0.3356, 0.2724, 0.3248, 0.3426, 0.2091, 0.3307, 0.4305, 0.39, 1.0771, 0.9614, 0.8379, 0.8418, 0.6797, 0.83, 1.0099, 1.2798, 1.2798, 1.4795, 1.5507, 1.5418, 1.3737, 1.1265, 1.1878, 0.9387, 0.8616, 0.567, 0.6045, 0.9209, 1.2422, 2.0262, 1.521, 1.2827, 1.4755, 1.5269, 1.9521, 1.9521, 1.4034, 1.0425, 0.7845, 0.7182, 0.6451, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023079860353323329", "ticker_idx": 0, "ts": "2026-02-15T17:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS 🟢 HIGH CONVICTION → $959M raise at premium. Rotron acquisition. Blue List. Asia-Pacific contract. Analyst PT: $19.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long ONDS, RKLB, and NBIS with high conviction heading into a major earnings week; adding NBIS on dips.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "SUNDAY PORTFOLIO UPDATE ☕📊\n\nHere's exactly where I stand heading into a massive week:\n\n$ONDS 🟢 HIGH CONVICTION \n→ $959M raise at premium. Rotron acquisition. Blue List. Asia-Pacific contract.\n→ Full thesis on my profile. Analyst PT: $19.\n\n$RKLB 🟢 HIGH CONVICTION\n→ Earnings Feb 26. This is the week. Electron launch cadence accelerating.\n→ If they guide strong, this reprices fast.\n\n$NBIS 🟢 HIGH CONVICTION\n→ ARR beat by 14% last quarter. AI infra demand isn't slowing.\n→ Adding on any dip.\n\n$PL 🟡 WATCHING\n→ Satellite data demand thesis intact. Waiting for next catalyst.\n\n$TE 🔴 REDUCED\n→ You know my concerns. CAO departure + selling pattern.\n→ Still holding a large position. Feb 26 earnings is decision day.\n\n5 positions. Conviction is key.\n\nThis is what real portfolio management looks like - not all-in on one ticker.\n\nWhich position do you want me to go deeper on this week? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2023079860353323329", "ticker_idx": 1, "ts": "2026-02-15T17:00:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB 🟢 HIGH CONVICTION → Earnings Feb 26. This is the week. Electron launch cadence accelerating. If they guide strong, this reprices fast.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long ONDS, RKLB, and NBIS with high conviction heading into a major earnings week; adding NBIS on dips.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "SUNDAY PORTFOLIO UPDATE ☕📊\n\nHere's exactly where I stand heading into a massive week:\n\n$ONDS 🟢 HIGH CONVICTION \n→ $959M raise at premium. Rotron acquisition. Blue List. Asia-Pacific contract.\n→ Full thesis on my profile. Analyst PT: $19.\n\n$RKLB 🟢 HIGH CONVICTION\n→ Earnings Feb 26. This is the week. Electron launch cadence accelerating.\n→ If they guide strong, this reprices fast.\n\n$NBIS 🟢 HIGH CONVICTION\n→ ARR beat by 14% last quarter. AI infra demand isn't slowing.\n→ Adding on any dip.\n\n$PL 🟡 WATCHING\n→ Satellite data demand thesis intact. Waiting for next catalyst.\n\n$TE 🔴 REDUCED\n→ You know my concerns. CAO departure + selling pattern.\n→ Still holding a large position. Feb 26 earnings is decision day.\n\n5 positions. Conviction is key.\n\nThis is what real portfolio management looks like - not all-in on one ticker.\n\nWhich position do you want me to go deeper on this week? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035055043205581504, "ret_signed_m1d": -0.035055043205581504, "alpha_spy_m1d": -0.033444159320324074, "alpha_c_m1d": -0.02985739274509991, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06481612274799686, "ret_signed_p1d": 0.06481612274799686, "alpha_spy_p1d": 0.05977841519742011, "alpha_c_p1d": 0.06504461785799998, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.0011446820969143179, "ret_signed_p1w": 0.0011446820969143179, "alpha_spy_p1w": -0.0054453219404044795, "alpha_c_p1w": -0.00970752143089948, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": -0.005866304711623305, "ret_signed_p1m": -0.005866304711623305, "alpha_spy_p1m": 0.02550221514694384, "alpha_c_p1m": 0.050679313574854334, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.7852339066059051, "ret_signed_p3m": 0.7852339066059051, "alpha_spy_p3m": 0.6997997313003677, "alpha_c_p3m": 0.8035021256959181, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005866304711623305, "alpha_spy_stated": 0.02550221514694384, "alpha_c_stated": 0.050679313574854334, "price_path": [-0.4351, -0.4234, -0.3926, -0.3905, -0.4001, -0.4001, -0.3971, -0.4224, -0.4005, -0.3601, -0.2936, -0.2981, -0.2623, -0.2355, -0.177, -0.091, -0.1202, -0.2072, -0.206, -0.2279, -0.1427, 0.009, 0.1096, 0.1043, 0.1043, 0.1043, 0.0109, 0.0033, 0.008, -0.0019, -0.0019, 0.0873, 0.118, 0.2309, 0.203, 0.1887, 0.2141, 0.2577, 0.2388, 0.3135, 0.2986, 0.3779, 0.3779, 0.2757, 0.2565, 0.2588, 0.272, 0.1515, 0.2448, 0.2673, 0.2259, 0.1457, 0.061, 0.1628, 0.0461, -0.0511, 0.0348, 0.0851, 0.0306, -0.0039, -0.0555, -0.0351, -0.0351, 0.0, 0.0648, 0.0957, 0.0139, 0.0046, 0.0011, 0.0044, 0.0395, -0.0113, 0.0155, 0.0034, 0.0289, 0.0016, 0.0031, 0.0228, -0.0137, 0.0296, -0.0217, -0.0212, 0.0203, 0.1245, -0.0059, 0.0292, -0.0381, -0.027, -0.0547, 0.0428, -0.0565, -0.1282, -0.179, -0.0811, -0.0625, -0.0309, -0.0309, -0.0318, -0.0511, -0.0116, -0.0451, -0.0263, 0.0104, 0.0333, 0.0531, 0.1866, 0.2133, 0.28, 0.2397, 0.2883, 0.2105, 0.1401, 0.1774, 0.1245, 0.102, 0.1806, 0.1276, 0.1491, 0.1269, 0.2112, 0.1243, 0.5091, 0.6791, 0.6821, 0.7764, 0.8966, 0.7852, 0.8767, 0.8216, 0.9213, 0.795, 0.9425, 0.9425, 1.0489, 1.1495, 1.118, 1.0529, 0.7512, 0.7645, 0.6412, 0.7163, 0.575, 0.6261, 0.5486, 0.5031, 0.6423, 0.465, 0.5632, 0.4971, 0.545, 0.5344, 0.5344, 0.435, 0.361, 0.2221, 0.1545, 0.2096, null, null, null, null, null, null, null, null, null, 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:2023079860353323329", "ticker_idx": 2, "ts": "2026-02-15T17:00:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS 🟢 HIGH CONVICTION → ARR beat by 14% last quarter. AI infra demand isn't slowing. Adding on any dip.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long ONDS, RKLB, and NBIS with high conviction heading into a major earnings week; adding NBIS on dips.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "SUNDAY PORTFOLIO UPDATE ☕📊\n\nHere's exactly where I stand heading into a massive week:\n\n$ONDS 🟢 HIGH CONVICTION \n→ $959M raise at premium. Rotron acquisition. Blue List. Asia-Pacific contract.\n→ Full thesis on my profile. Analyst PT: $19.\n\n$RKLB 🟢 HIGH CONVICTION\n→ Earnings Feb 26. This is the week. Electron launch cadence accelerating.\n→ If they guide strong, this reprices fast.\n\n$NBIS 🟢 HIGH CONVICTION\n→ ARR beat by 14% last quarter. AI infra demand isn't slowing.\n→ Adding on any dip.\n\n$PL 🟡 WATCHING\n→ Satellite data demand thesis intact. Waiting for next catalyst.\n\n$TE 🔴 REDUCED\n→ You know my concerns. CAO departure + selling pattern.\n→ Still holding a large position. Feb 26 earnings is decision day.\n\n5 positions. Conviction is key.\n\nThis is what real portfolio management looks like - not all-in on one ticker.\n\nWhich position do you want me to go deeper on this week? 👇", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005024666837895264, "ret_signed_m1d": 0.005024666837895264, "alpha_spy_m1d": 0.0066355507231526945, "alpha_c_m1d": 0.003451232700673046, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0015734341372222183, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04388850036938252, "ret_signed_p1d": 0.04388850036938252, "alpha_spy_p1d": 0.03885079281880577, "alpha_c_p1d": 0.04222766440410042, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.0016608359652821036, "ret_p1w": 0.05188684743815619, "ret_signed_p1w": 0.05188684743815619, "alpha_spy_p1w": 0.045296843400837394, "alpha_c_p1w": 0.03650218045555498, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.015384666982601214, "ret_p1m": 0.2157506320732967, "ret_signed_p1m": 0.2157506320732967, "alpha_spy_p1m": 0.24711915193186385, "alpha_c_p1m": 0.2222191052009238, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.006468473127627106, "ret_p3m": 1.255332342210902, "ret_signed_p3m": 1.255332342210902, "alpha_spy_p3m": 1.1698981669053645, "alpha_c_p3m": 1.237408997571676, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.017923344639225958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2157506320732967, "alpha_spy_stated": 0.24711915193186385, "alpha_c_stated": 0.2222191052009238, "price_path": [-0.1321, -0.1462, -0.0576, -0.0886, -0.029, -0.029, -0.0272, 0.027, -0.011, 0.0144, 0.0541, 0.0053, 0.0288, -0.0114, -0.0403, -0.0332, -0.1008, -0.168, -0.1699, -0.2263, -0.1992, -0.0826, -0.044, -0.0768, -0.0655, -0.0655, -0.1018, -0.1177, -0.1266, -0.1417, -0.1417, -0.0776, -0.0481, 0.0279, -0.0134, -0.0023, 0.0042, 0.1006, 0.0811, 0.0457, 0.0653, 0.115, 0.115, 0.0182, 0.0138, -0.0069, -0.031, -0.0621, 0.0036, 0.0298, -0.0268, -0.1264, -0.096, -0.0776, -0.1551, -0.2425, -0.1171, -0.0476, -0.0588, -0.0914, -0.0799, 0.005, 0.005, 0.0, 0.0439, 0.1035, 0.0041, 0.0317, 0.0519, 0.0882, 0.0755, -0.0649, -0.0668, -0.1099, 0.0027, -0.0192, -0.084, -0.0265, -0.0112, 0.1484, 0.1079, 0.1582, 0.3315, 0.1929, 0.2158, 0.2461, 0.2061, 0.1705, 0.1783, 0.1802, 0.0866, 0.0338, -0.0539, 0.064, 0.0454, 0.1159, 0.1159, 0.154, 0.2039, 0.2818, 0.398, 0.4866, 0.5849, 0.6606, 0.7101, 0.6954, 0.6114, 0.6321, 0.6053, 0.6011, 0.6107, 0.509, 0.4865, 0.3896, 0.4478, 0.4175, 0.5842, 0.8091, 0.8039, 1.0005, 0.8947, 0.8155, 0.9083, 0.8366, 1.1254, 1.2677, 1.2553, 1.0494, 1.0276, 0.967, 1.2552, 1.2023, 1.2023, 1.1335, 1.1367, 1.321, 1.3697, 1.7124, 1.6721, 1.5808, 1.6627, 1.336, 1.2354, 1.2572, 1.1707, 1.2789, 1.3827, 1.6668, 1.7184, 1.8805, 1.9398, 1.9398, 1.9082, 1.8225, 1.6626, 1.6316, 1.4641, null, null, null, null, null, null, null, null, null, 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:2023481003063603653", "ticker_idx": 0, "ts": "2026-02-16T19:34:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The disconnect won't last.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ONDS: multiple contract wins and raised revenue guidance vs 40% stock decline seen as unsustainable disconnect.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$ONDS in the last 30 days:\n\n✅ $30M+ Israel demining contract \n✅ Asia-Pacific defense contract \n✅ UK drone maker acquisition (Rotron) \n✅ 2026 revenue target raised 25% to $170-180M \n✅ $1.5B pro-forma cash\n\nStock price? Down 40% from highs.\n\nThe disconnect won't last. https://t.co/D4wnr0j6Fs", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2003071655590113323", "ticker_idx": 0, "ts": "2025-12-22T11:54:32+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Constantly delivering. Love $TE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Decisive bullish endorsement of TE following strategic solar partnership announcement.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor Constantly delivering. Love $TE", "reply_text": null, "parent_text": "$TE +7.25% PM. \n\nT1 Energy announced a strategic partnership with Treaty Oak Clean Energy that includes a three-year supply agreement for at least 900 MW of U.S.-made solar modules. \n\n“The U.S. solar market is moving toward domestically produced solar and momentum is growing for https://t.co/bG0XUc2LDC", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.1191781287212077, "ret_signed_m1d": -0.1191781287212077, "alpha_spy_m1d": -0.11298689504218673, "alpha_c_m1d": -0.10821352380592753, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02602740441864737, "ret_signed_p1d": -0.02602740441864737, "alpha_spy_p1d": -0.030597896765978017, "alpha_c_p1d": -0.025645411101137494, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.12054795773263283, "ret_signed_p1w": -0.12054795773263283, "alpha_spy_p1w": -0.12495780055772776, "alpha_c_p1w": -0.11940188010858244, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": -0.00114607762405039, "ret_p1m": 0.13424650912751224, "ret_signed_p1m": 0.13424650912751224, "alpha_spy_p1m": 0.14483307072777862, "alpha_c_p1m": 0.09298566355976279, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.04126084556774945, "ret_p3m": 0.056164361191727075, "ret_signed_p3m": 0.056164361191727075, "alpha_spy_p3m": 0.09271360587017807, "alpha_c_p3m": 0.011528866911810765, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.18219176561037442, "ret_signed_p6m": 0.18219176561037442, "alpha_spy_p6m": 0.08355528851014404, "alpha_c_p6m": 0.03379717774561164, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13424650912751224, "alpha_spy_stated": 0.14483307072777862, "alpha_c_stated": 0.09298566355976279, "price_path": [-0.6986, -0.689, -0.6986, -0.6808, -0.7014, -0.6726, -0.6767, -0.6534, -0.6164, -0.6082, -0.5986, -0.4753, -0.5014, -0.5205, -0.4507, -0.2822, -0.3575, -0.4082, -0.3479, -0.3863, -0.437, -0.4918, -0.5247, -0.4753, -0.4932, -0.5068, -0.5014, -0.4904, -0.5315, -0.4959, -0.4397, -0.4959, -0.4781, -0.3836, -0.3959, -0.4726, -0.5219, -0.5397, -0.5644, -0.5808, -0.6041, -0.6274, -0.6274, -0.5699, -0.5493, -0.474, -0.474, -0.4356, -0.3877, -0.3507, -0.3808, -0.3, -0.2014, -0.1753, -0.0781, -0.1575, -0.1959, -0.2671, -0.3068, -0.2548, -0.2575, -0.1753, -0.1192, 0.0, -0.026, -0.0342, -0.0342, -0.0685, -0.1205, -0.1096, -0.0849, -0.0849, 0.074, 0.1233, 0.0479, -0.0027, -0.0671, -0.0493, -0.0123, 0.0767, 0.0767, 0.0151, 0.1192, 0.1192, 0.1342, 0.0712, 0.1466, 0.1644, 0.1151, 0.2493, 0.3, 0.2164, 0.1411, 0.1863, 0.2452, 0.0589, -0.0041, 0.1329, 0.0466, 0.0288, -0.0616, -0.1493, -0.1616, -0.1616, -0.1178, -0.1151, -0.1356, -0.1493, -0.1384, -0.0288, -0.011, -0.0014, -0.1562, -0.063, -0.1082, -0.0274, -0.0671, -0.0795, -0.0192, 0.0932, 0.1151, 0.0603, 0.0438, 0.0575, 0.0671, 0.0041, 0.0562, -0.0959, -0.063, -0.0945, -0.0849, -0.1397, -0.211, -0.2301, -0.3986, -0.3863, -0.426, -0.426, -0.4452, -0.4616, -0.4288, -0.4274, -0.3575, -0.3, -0.3342, -0.2685, -0.3164, -0.311, -0.3178, -0.3027, -0.2616, -0.2616, -0.2753, -0.2726, -0.3288, -0.3301, -0.3425, -0.2945, -0.3014, -0.2685, -0.2781, -0.2945, -0.1562, -0.1726, -0.1986, -0.2315, -0.2151, -0.2233, -0.0411, -0.0575, 0.1918, 0.1945, 0.1068, 0.1068, 0.4315, 0.5014, 0.4822, 0.4466, 0.426, 0.6493, 0.5753, 0.5973, 0.2918, 0.2507, 0.1589, 0.0589, 0.1603, 0.1644, 0.2219, 0.1822]}
{"unit_id": "orig:2008557582294937887", "ticker_idx": 0, "ts": "2026-01-06T15:13:39+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "200 shares purchased at $7.27", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses a new long position of 200 shares at $7.27.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I have officially joined the $TE clan.\n\n200 shares purchased at $7.27.\n\nLETS GO!!! https://t.co/sUqlLvFmly", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07189538654133676, "ret_signed_m1d": 0.07189538654133676, "alpha_spy_m1d": 0.07780738524853048, "alpha_c_m1d": 0.0852888337149158, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013393447173579043, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04836599750935178, "ret_signed_p1d": -0.04836599750935178, "alpha_spy_p1d": -0.04514258522815362, "alpha_c_p1d": -0.029541116355402353, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.018824881153949424, "ret_p1w": 0.02745098503647614, "ret_signed_p1w": 0.02745098503647614, "alpha_spy_p1w": 0.024617827110649637, "alpha_c_p1w": 0.015168648553228525, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.012282336483247613, "ret_p1m": 0.010457506236437819, "ret_signed_p1m": 0.010457506236437819, "alpha_spy_p1m": 0.018581094114357044, "alpha_c_p1m": -0.035030623170466235, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": 0.045488129406904054, "ret_p3m": -0.4522875810475121, "ret_signed_p3m": -0.4522875810475121, "alpha_spy_p3m": -0.4028680755317102, "alpha_c_p3m": -0.46592898313741504, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.013641402089902943, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010457506236437819, "alpha_spy_stated": 0.018581094114357044, "alpha_c_stated": -0.035030623170466235, "price_path": [-0.4993, -0.5242, -0.5425, -0.4758, -0.315, -0.3869, -0.4353, -0.3778, -0.4144, -0.4627, -0.515, -0.5464, -0.4993, -0.5163, -0.5294, -0.5242, -0.5137, -0.5529, -0.519, -0.4654, -0.519, -0.502, -0.4118, -0.4235, -0.4967, -0.5438, -0.5608, -0.5843, -0.6, -0.6222, -0.6444, -0.6444, -0.5895, -0.5699, -0.498, -0.498, -0.4614, -0.4157, -0.3804, -0.4092, -0.332, -0.2379, -0.2131, -0.1203, -0.1961, -0.2327, -0.3007, -0.3386, -0.2889, -0.2915, -0.2131, -0.1595, -0.0458, -0.0706, -0.0784, -0.0784, -0.1111, -0.1608, -0.1503, -0.1268, -0.1268, 0.0248, 0.0719, 0.0, -0.0484, -0.1098, -0.0928, -0.0575, 0.0275, 0.0275, -0.0314, 0.068, 0.068, 0.0824, 0.0222, 0.0941, 0.1111, 0.0641, 0.1922, 0.2405, 0.1608, 0.0889, 0.132, 0.1882, 0.0105, -0.0497, 0.081, -0.0013, -0.0183, -0.1046, -0.1882, -0.2, -0.2, -0.1582, -0.1556, -0.1752, -0.1882, -0.1778, -0.0732, -0.0562, -0.0471, -0.1948, -0.1059, -0.149, -0.0719, -0.1098, -0.1216, -0.0641, 0.0431, 0.0641, 0.0118, -0.0039, 0.0092, 0.0183, -0.0418, 0.0078, -0.1373, -0.1059, -0.1359, -0.1268, -0.1791, -0.2471, -0.2654, -0.4261, -0.4144, -0.4523, -0.4523, -0.4706, -0.4863, -0.4549, -0.4536, -0.3869, -0.332, -0.3647, -0.302, -0.3477, -0.3425, -0.349, -0.3346, -0.2954, -0.2954, -0.3085, -0.3059, -0.3595, -0.3608, -0.3725, -0.3268, -0.3333, -0.302, -0.3111, -0.3268, -0.1948, -0.2105, -0.2353, -0.2667, -0.251, -0.2588, -0.085, -0.1007, 0.1373, 0.1399, 0.0562, 0.0562, 0.366, 0.4327, 0.4144, 0.3804, 0.3608, 0.5739, 0.5033, 0.5242, 0.2327, 0.1935, 0.1059, 0.0105, 0.1072, 0.1111, 0.166, 0.1281, 0.1817, 0.2222, 0.2222, 0.3595, 0.2078, 0.115, 0.1111, 0.0732, null, null, null]}
{"unit_id": "orig:2015803970367725582", "ticker_idx": 0, "ts": "2026-01-26T15:08:13+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They know $TE is a $20 minimum stock. Don't let them flush you.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE with a $20 minimum price target; urges holders not to sell to institutions trying to shake them out.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "DO YOU SEE IT?!?!\n\nThe institutions are desperate for you to sell your shares to them.\n\nThey know $TE is a $20 minimum stock.\n\nDon't let them flush you. https://t.co/7s1GjXz1Mb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04422600018347089, "ret_signed_m1d": 0.04422600018347089, "alpha_spy_m1d": 0.04927857380549705, "alpha_c_m1d": 0.045199381094361724, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0009733809108908309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12039305907894993, "ret_signed_p1d": 0.12039305907894993, "alpha_spy_p1d": 0.11640889370047902, "alpha_c_p1d": 0.11625626019478719, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.00413679888416274, "ret_p1w": 0.06388200026501356, "ret_signed_p1w": 0.06388200026501356, "alpha_spy_p1w": 0.06001333848044044, "alpha_c_p1w": 0.04471915264013848, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.01916284762487508, "ret_p1m": -0.12899264698387625, "ret_signed_p1m": -0.12899264698387625, "alpha_spy_p1m": -0.12122618178712863, "alpha_c_p1m": -0.2056443174318694, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.07665167044799315, "ret_p3m": -0.33783788216827104, "ret_signed_p3m": -0.33783788216827104, "alpha_spy_p3m": -0.3633236970160101, "alpha_c_p3m": -0.3997622089178068, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.06192432674953574, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12899264698387625, "alpha_spy_stated": -0.12122618178712863, "alpha_c_stated": -0.2056443174318694, "price_path": [-0.5577, -0.5528, -0.543, -0.5799, -0.5479, -0.4975, -0.5479, -0.5319, -0.4472, -0.4582, -0.527, -0.5713, -0.5872, -0.6093, -0.6241, -0.645, -0.6658, -0.6658, -0.6143, -0.5958, -0.5283, -0.5283, -0.4939, -0.4509, -0.4177, -0.4447, -0.3722, -0.2838, -0.2604, -0.1732, -0.2445, -0.2789, -0.3428, -0.3784, -0.3317, -0.3342, -0.2604, -0.2101, -0.1032, -0.1265, -0.1339, -0.1339, -0.1646, -0.2113, -0.2015, -0.1794, -0.1794, -0.0369, 0.0074, -0.0602, -0.1057, -0.1634, -0.1474, -0.1143, -0.0344, -0.0344, -0.0897, 0.0037, 0.0037, 0.0172, -0.0393, 0.0283, 0.0442, 0.0, 0.1204, 0.1658, 0.0909, 0.0233, 0.0639, 0.1167, -0.0504, -0.1069, 0.016, -0.0614, -0.0774, -0.1585, -0.2371, -0.2482, -0.2482, -0.2088, -0.2064, -0.2248, -0.2371, -0.2273, -0.129, -0.113, -0.1044, -0.2432, -0.1597, -0.2002, -0.1278, -0.1634, -0.1744, -0.1204, -0.0197, 0.0, -0.0491, -0.0639, -0.0516, -0.043, -0.0995, -0.0528, -0.1892, -0.1597, -0.188, -0.1794, -0.2285, -0.2924, -0.3096, -0.4607, -0.4496, -0.4853, -0.4853, -0.5025, -0.5172, -0.4877, -0.4865, -0.4238, -0.3722, -0.4029, -0.344, -0.387, -0.3821, -0.3882, -0.3747, -0.3378, -0.3378, -0.3501, -0.3477, -0.398, -0.3993, -0.4103, -0.3673, -0.3735, -0.344, -0.3526, -0.3673, -0.2432, -0.258, -0.2813, -0.3108, -0.2961, -0.3034, -0.14, -0.1548, 0.0688, 0.0713, -0.0074, -0.0074, 0.2838, 0.3464, 0.3292, 0.2973, 0.2789, 0.4791, 0.4128, 0.4324, 0.1585, 0.1216, 0.0393, -0.0504, 0.0405, 0.0442, 0.0958, 0.0602, 0.1106, 0.1486, 0.1486, 0.2776, 0.1351, 0.0479, 0.0442, 0.0086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036125824319922300", "ticker_idx": 0, "ts": "2026-03-23T17:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My highest conviction position. Full breakdown after the call.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Highest-conviction long ONDS ahead of Q4 earnings; $170-180M 2026 guide seen as conservative given unmodeled acquisitions.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "What happens when a $7M revenue company raises $1.5B, acquires 8 defense companies in 5 months, and merges with a US prime contractor sitting on $1B+ in DoD contracts?  \n\nWe find out Wednesday.  \n\n$ONDS reports final Q4 earnings at 8:30 AM ET. Preliminary numbers already beat guidance - $29-30M for Q4, ~$50M full year.  \n\nBut the revenue number isn't the story. The story is what they built:  \n→ Sentrycs: Cyber counter-drone (just deployed at Davos WEF) \n→ Mistral: $1B+ DoD prime contractor access \n→ BIRD: Airborne missile protection + ISR \n→ Rotron: Long-range autonomous propulsion \n→ INDO: $140M military engineering tender \n→ ONBERG: European drone defense JV with Heidelberg \n→ Roboteam: Ground robotics \n→ 4M Defense: Mine clearance systems  \n\n2026 revenue guide: $170-180M. Set before Mistral, BIRD, Rotron, and INDO were acquired.  \n\nFive questions I need answers to on Wednesday:  \n① When does Mistral's contract backlog start converting to Ondas revenue? \n② How are recent acquisitions additive to the $170-180M guide? \n③ What's the gross margin trajectory as revenue scales? \n④ Cash deployment: what's left of the $1.5B and what's earmarked? \n⑤ How fast can ONBERG generate European orders? \n\nMy highest conviction position. Full breakdown after the call.  $ONDS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07706414938634998, "ret_signed_m1d": -0.07706414938634998, "alpha_spy_m1d": -0.06667326238323124, "alpha_c_m1d": -0.06667326238323124, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02018342394989514, "ret_signed_p1d": -0.02018342394989514, "alpha_spy_p1d": -0.016826609472717635, "alpha_c_p1d": -0.016826609472717635, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.25229358681122616, "ret_signed_p1w": -0.25229358681122616, "alpha_spy_p1w": -0.21657383899060656, "alpha_c_p1w": -0.21657383899060656, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": -0.0027522691762476015, "ret_signed_p1m": -0.0027522691762476015, "alpha_spy_p1m": -0.07706035102082232, "alpha_c_p1m": -0.07706035102082232, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.1495412126433071, "ret_signed_p3m": -0.1495412126433071, "alpha_spy_p3m": -0.2918766076338928, "alpha_c_p3m": -0.2918766076338928, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0027522691762476015, "alpha_spy_stated": -0.07706035102082232, "alpha_c_stated": -0.07706035102082232, "price_path": [-0.1624, -0.1624, -0.222, -0.2239, -0.1752, -0.1046, -0.1046, 0.011, 0.1495, 0.178, 0.1174, 0.2853, 0.256, 0.2101, 0.2743, 0.244, 0.1761, 0.1156, 0.1156, 0.2046, 0.1514, 0.1578, 0.1165, 0.0239, 0.1248, 0.1257, 0.0339, -0.0495, -0.0239, 0.044, -0.1119, -0.222, -0.111, -0.0514, -0.1119, -0.1532, -0.1771, -0.1459, -0.1459, -0.078, 0.0156, 0.045, -0.0798, -0.0651, -0.0459, -0.055, -0.0413, -0.0752, -0.0211, -0.0807, -0.0358, -0.0376, -0.0982, -0.1083, -0.0817, -0.0982, -0.0523, -0.0679, -0.0339, 0.0349, -0.0064, -0.0138, -0.0771, 0.0, -0.0202, -0.0541, -0.1339, -0.1927, -0.2523, -0.1706, -0.1917, -0.1193, -0.1193, -0.1266, -0.1257, -0.133, -0.1615, -0.1624, -0.1312, -0.1376, -0.0798, -0.0642, -0.0826, -0.0156, -0.0028, 0.0147, -0.033, -0.0321, 0.0046, -0.0385, -0.1294, -0.0789, -0.0532, -0.1073, -0.144, -0.1431, -0.1844, -0.1688, -0.1358, -0.1706, -0.1872, 0.0284, -0.0257, -0.1101, -0.1628, -0.1413, -0.1578, -0.1688, -0.1688, -0.1037, -0.0092, 0.2156, 0.2128, 0.2349, 0.2459, 0.0651, 0.0982, -0.0431, -0.055, -0.1147, -0.1459, -0.0982, -0.144, -0.1275, -0.155, -0.1633, -0.1495, -0.1495, -0.1844, -0.2174, -0.2954, -0.2959, -0.2817, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052299060938244264", "ticker_idx": 0, "ts": "2026-05-07T08:06:40+00:00", "symbol": "SK Square", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The NAV discount to its SK Hynix stake is still ~33%. The shareholder return programme is still running. The re-rating isn't finished.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long SK Square: NAV discount to SK Hynix stake still ~33% and buyback running; re-rating not complete despite 198% YTD gain.", "resolved_tickers": ["402340.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Square KOSPI 402340; holding company with SK Hynix stake", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Square has crossed ₩1,000,000 per share.\n\nIn Korea, that's called an \"emperor stock.\" Only a handful of companies ever reach it.\n\nThe stock is up 198% this year. It now ranks #3 on the entire KOSPI by market cap - behind only Samsung and SK Hynix.\n\nMost Western investors still can't name it.\n\nThe NAV discount to its SK Hynix stake is still ~33%. The shareholder return programme is still running.\n\nThe re-rating isn't finished.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/tQMo5w6Ibg", "parent_author": null, "ret_m1d": 0.0009107947761644031, "ret_signed_m1d": 0.0009107947761644031, "alpha_spy_m1d": -0.0021647174167704897, "alpha_c_m1d": -0.016974846061363236, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08105651738067743, "ret_signed_p1d": 0.08105651738067743, "alpha_spy_p1d": 0.07280042036950918, "alpha_c_p1d": 0.03210261322113306, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.0013042945968553266, "ret_signed_p1w": 0.0013042945968553266, "alpha_spy_p1w": -0.021372641453920593, "alpha_c_p1w": -0.06949750691784717, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.01954298848750846, "ret_signed_p1m": 0.01954298848750846, "alpha_spy_p1m": 0.011382580397679254, "alpha_c_p1m": -0.035243214424956815, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01954298848750846, "alpha_spy_stated": 0.011382580397679254, "alpha_c_stated": -0.035243214424956815, "price_path": [-0.5055, -0.5155, -0.4809, -0.4918, -0.4918, -0.4918, -0.4918, -0.4845, -0.4718, -0.4718, -0.4381, -0.4107, -0.3816, -0.4126, -0.4126, -0.4709, -0.5383, -0.4845, -0.4964, -0.5364, -0.4954, -0.4854, -0.4954, -0.5137, -0.4882, -0.4654, -0.4262, -0.4435, -0.4463, -0.4927, -0.4581, -0.449, -0.4918, -0.5046, -0.5355, -0.5751, -0.5437, -0.5724, -0.5601, -0.5565, -0.5455, -0.4736, -0.49, -0.4827, -0.4718, -0.4171, -0.3944, -0.3716, -0.3789, -0.3616, -0.3461, -0.3443, -0.337, -0.3397, -0.2814, -0.2614, -0.2441, -0.2341, -0.2341, -0.0974, -0.0974, -0.0082, 0.0009, 0.0, 0.0811, 0.0255, 0.0838, 0.0679, 0.0013, -0.0033, -0.0698, -0.0616, 0.0752, 0.0806, 0.0806, 0.077, 0.1636, 0.1281, 0.1244, 0.1454, 0.2275, 0.2275, 0.2411, 0.1472, 0.0195, 0.1572, 0.0788, 0.1199, 0.2384, 0.2886, 0.3688, 0.4554, 0.5503, 0.6232, 0.7965, 0.6707, 0.6406, 0.7318, 0.5685, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069393229867270213", "ticker_idx": 0, "ts": "2026-06-23T12:12:48+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the sensing vertical is a different business entirely - and it's further along than the market realises", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long INFQ: sensing division underappreciated by market, with contracted NASA revenue, live hardware role, and defence/EO applications further along than priced in.", "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": "original", "lang": "en", "tweet_text": "$INFQ announced the launch of America's Quantum Space Initiative. This shows diversity from basic quantum and that the sensing vertical is a different business entirely - and it's further along than the market realises.\n\nInfleqtion is the hardware partner on NASA JPL's Quantum Gravity Gradiometer Pathfinder (QGGPf) - the first standalone quantum gravity sensor planned for low Earth orbit.\n\n$20M+ in contracted funding. 2030 launch target. Dedicated LEO satellite.\n\nThis measures tiny differences in Earth's gravitational field, from orbit. It provides real time groundwater movement, ice loss, subsurface geology, petroleum deposits coverage. Potential sensitivity is 10x over classical mechanical gradiometers.\n\nThis is crucial for the technology because microgravity allows longer atom interaction times. Longer interaction times = higher measurement precision.\n\nIt cannot be replicated on the ground at the same performance level.\n\nMonarch Quantum - one of the four founding members of the new Quantum Space Initiative - is already under contract supplying photonics subsystems directly to Infleqtion for the QGGPf instrument.\n\nThe sensing division has contracted government revenue, a $NASA mission with a live hardware role, and applications in defence navigation, Earth observation, and resource mapping.\n\n$INFQ $VOYG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10964912254493842, "ret_signed_m1d": -0.10964912254493842, "alpha_spy_m1d": -0.12438507132592858, "alpha_c_m1d": -0.12438507132592858, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.01473594878099016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11654133159345537, "ret_signed_p1d": -0.11654133159345537, "alpha_spy_p1d": -0.11607781452981225, "alpha_c_p1d": -0.11607781452981225, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.0004635170636431152, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3327, -0.3828, -0.4411, -0.3853, -0.4104, -0.3377, -0.3377, -0.3452, -0.3709, -0.2907, -0.255, -0.2112, -0.2112, -0.1153, -0.0602, -0.0244, 0.0915, 0.0025, -0.0595, -0.0695, -0.1253, -0.1685, -0.1667, -0.2093, -0.2444, -0.255, -0.2224, -0.2306, -0.2419, -0.151, -0.2412, -0.2406, -0.1955, -0.1792, -0.1673, -0.1247, -0.2206, -0.2876, -0.334, -0.2995, -0.0789, 0.0244, 0.0244, -0.005, -0.0313, 0.1134, 0.0163, 0.1084, 0.245, 0.0909, 0.062, -0.0877, -0.0721, -0.141, -0.1491, -0.1153, -0.1591, -0.0714, -0.1617, -0.1642, -0.1523, -0.1523, -0.1096, 0.0, -0.1165, -0.1986, -0.146, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064246025481552043", "ticker_idx": 0, "ts": "2026-06-09T07:19:38+00:00", "symbol": "FTC.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Largest-ever $SPCX contract ($62.5m / £47.3m) is the first deployment of next-gen proprietary GaN E-band tech - delivery starts FY2027, validating technical leadership and providing a multi-year demand floor with revenue visibility rare for a small-cap.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish Filtronic (FTC.L): largest-ever SpaceX contract validates GaN E-band tech, V-band/Ka-band catalysts expand addressable market, and diversified order book covers 90% of FY2026 revenue.", "resolved_tickers": ["FTC.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "WOW - just realised my $FTC $FTC.L filtronic piece from April was ready by almost one million people!\n\nUpdating the thesis today with a number of new developments, such as:\n\n1. Largest-ever $SPCX contract ($62.5m / £47.3m) is the first deployment of next-gen proprietary GaN E-band tech - delivery starts FY2027, validating technical leadership and providing a multi-year demand floor with revenue visibility rare for a small-cap.\n2. V-band amplifiers launching FY2026 open MEO and GEO for the first time, plus a 550W Ka-band SSPA backed by a £1.2m UK Space Agency award - concrete near-term catalysts that extend the addressable market well beyond Starlink ground stations.\n3. Rapid customer diversification (€7.0m European aerospace LEO, £13.4m + £11.0m follow-on European defence prime, $8.0m US satcom) - actively de-risks the concentration thesis while record order book holds 90% FY2026 revenue cover.\n\nand many more... lots to cover. Bookmark to come back to later.\n\n$FTC $FTC.L $SPCX", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/139bOSPqmq", "parent_author": null, "ret_m1d": 0.1470588235294117, "ret_signed_m1d": 0.1470588235294117, "alpha_spy_m1d": 0.14411473073980297, "alpha_c_m1d": 0.152820300270596, "bench_spy_m1d": 0.002944092789608721, "bench_c_m1d": -0.005761476741184324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07352941176470584, "ret_signed_p1d": -0.07352941176470584, "alpha_spy_p1d": -0.057763849256678546, "alpha_c_p1d": -0.05816528290718148, "bench_spy_p1d": -0.015765562508027298, "bench_c_p1d": -0.015364128857524362, "ret_p1w": 0.10735294117647065, "ret_signed_p1w": 0.10735294117647065, "alpha_spy_p1w": 0.08933511987155374, "alpha_c_p1w": 0.07544274810641416, "bench_spy_p1w": 0.018017821304916914, "bench_c_p1w": 0.03191019307005649, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4265, -0.4353, -0.4544, -0.45, -0.4574, -0.5015, -0.5265, -0.5, -0.5, -0.4588, -0.4618, -0.45, -0.4471, -0.4353, -0.4088, -0.3971, -0.3971, -0.3971, -0.4, -0.3765, -0.4, -0.4118, -0.4147, -0.3941, -0.3647, -0.35, -0.3147, -0.2794, -0.2647, -0.2088, -0.1676, -0.1294, -0.2132, -0.2265, -0.2059, -0.1441, -0.1559, -0.1559, 0.0294, 0.0, 0.1912, 0.1176, 0.1015, 0.0529, 0.1853, 0.2, 0.1912, 0.2088, 0.3221, 0.3794, 0.1912, 0.1147, 0.1147, 0.2059, 0.1441, 0.0735, 0.1471, 0.1618, 0.0588, -0.1559, -0.0412, 0.0, 0.1471, 0.0, -0.0735, -0.0882, -0.0441, -0.0103, 0.1074, 0.0882, 0.0882, 0.1088, 0.1176, 0.0, -0.0882, -0.1765, -0.3235, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2039387319824797784", "ticker_idx": 1, "ts": "2026-04-01T17:00:01+00:00", "symbol": "LUNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LUNR - Contracted to deliver payloads to the lunar surface", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four public companies (RKLB, LUNR, ASTS, PL) are plays on the $93B Artemis procurement pipeline as the Moon becomes infrastructure.", "resolved_tickers": ["LUNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "In a few hours, four astronauts will leave Earth's orbit for the first time since 1972. \n\nArtemis II isn't just a space mission.  It's a $93 billion procurement pipeline.  \n\nThe companies building this ecosystem are already public:  \n$RKLB - Builds satellite buses + operates launch infrastructure \n$LUNR - Contracted to deliver payloads to the lunar surface   \n$ASTS - Testing direct-to-phone satellite comms that Artemis-era networks need \n$PL - Earth observation data that feeds mission planning  \n\nThe Artemis program exists because governments decided the Moon is infrastructure, not exploration. \n\nThat changes the entire investment thesis.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08300396858566605, "ret_signed_m1d": -0.08300396858566605, "alpha_spy_m1d": -0.07552582121251061, "alpha_c_m1d": -0.06658369165721933, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.01642027692844672, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18527668193707836, "ret_signed_p1d": 0.18527668193707836, "alpha_spy_p1d": 0.18437622240573948, "alpha_c_p1d": 0.1892903992387619, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": -0.004013717301683539, "ret_p1w": 0.1556323939798272, "ret_signed_p1w": 0.1556323939798272, "alpha_spy_p1w": 0.12393401448946006, "alpha_c_p1w": 0.11908176100955736, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.036550632970269836, "ret_p1m": 0.2524703887419688, "ret_signed_p1m": 0.2524703887419688, "alpha_spy_p1m": 0.15568144872348144, "alpha_c_p1m": 0.1907418799813001, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.06172850876066871, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2524703887419688, "alpha_spy_stated": 0.15568144872348144, "alpha_c_stated": 0.1907418799813001, "price_path": [-0.1166, -0.0929, -0.0702, -0.08, -0.0301, -0.083, -0.0514, -0.1319, -0.0237, -0.0366, 0.0662, 0.0662, 0.0469, -0.0316, 0.0183, -0.0104, -0.0899, 0.0025, 0.127, 0.0371, -0.0618, -0.1186, -0.0311, -0.1793, -0.2693, -0.1344, -0.039, -0.08, -0.1581, -0.2233, -0.2031, -0.2031, -0.1789, -0.1235, -0.1013, -0.1329, -0.1038, -0.0662, -0.2149, -0.127, -0.1858, -0.1112, -0.1008, -0.08, -0.127, -0.129, -0.1067, -0.1265, -0.0884, -0.1285, -0.1304, -0.126, -0.0662, -0.1052, -0.0657, -0.1191, 0.0035, -0.1146, 0.0153, -0.0499, -0.1344, -0.1922, -0.083, 0.0, 0.1853, 0.1853, 0.1324, 0.123, 0.1556, 0.0855, 0.1645, 0.206, 0.1695, 0.1798, 0.3478, 0.3626, 0.3597, 0.3745, 0.4792, 0.3617, 0.2614, 0.2945, 0.2144, 0.2248, 0.2525, 0.2658, 0.2525, 0.2253, 0.3009, 0.1912, 0.4313, 0.6018, 0.5855, 0.7628, 0.8043, 0.6744, 0.6596, 0.6038, 0.6635, 0.6917, 0.8903, 0.8903, 0.7223, 0.9931, 1.2579, 1.1655, 0.8878, 0.955, 0.6714, 0.6616, 0.4506, 0.4691, 0.3572, 0.311, 0.5138, 0.3152, 0.2727, 0.1542, 0.1225, 0.129, 0.129, 0.0865, 0.0351, -0.0548, -0.0761, -0.0222, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039387319824797784", "ticker_idx": 2, "ts": "2026-04-01T17:00:01+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASTS - Testing direct-to-phone satellite comms that Artemis-era networks need", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four public companies (RKLB, LUNR, ASTS, PL) are plays on the $93B Artemis procurement pipeline as the Moon becomes infrastructure.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "In a few hours, four astronauts will leave Earth's orbit for the first time since 1972. \n\nArtemis II isn't just a space mission.  It's a $93 billion procurement pipeline.  \n\nThe companies building this ecosystem are already public:  \n$RKLB - Builds satellite buses + operates launch infrastructure \n$LUNR - Contracted to deliver payloads to the lunar surface   \n$ASTS - Testing direct-to-phone satellite comms that Artemis-era networks need \n$PL - Earth observation data that feeds mission planning  \n\nThe Artemis program exists because governments decided the Moon is infrastructure, not exploration. \n\nThat changes the entire investment thesis.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013334863027429922, "ret_signed_m1d": -0.013334863027429922, "alpha_spy_m1d": -0.00585671565427448, "alpha_c_m1d": -0.00585671565427448, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.0074781473731554415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10275038816896065, "ret_signed_p1d": 0.10275038816896065, "alpha_spy_p1d": 0.10184992863762177, "alpha_c_p1d": 0.10184992863762177, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0009004595313388819, "ret_p1w": 0.1484700742691918, "ret_signed_p1w": 0.1484700742691918, "alpha_spy_p1w": 0.11677169477882465, "alpha_c_p1w": 0.11677169477882465, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.031698379490367135, "ret_p1m": -0.12013330866201999, "ret_signed_p1m": -0.12013330866201999, "alpha_spy_p1m": -0.21692224868050736, "alpha_c_p1m": -0.21692224868050736, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.09678894001848737, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12013330866201999, "alpha_spy_stated": -0.21692224868050736, "alpha_c_stated": -0.21692224868050736, "price_path": [-0.0062, 0.0825, 0.1607, 0.0207, 0.0782, 0.1629, 0.1714, 0.1039, 0.1337, 0.2055, 0.3784, 0.3784, 0.3387, 0.2323, 0.3855, 0.3522, 0.2475, 0.3256, 0.4434, 0.4536, 0.3241, 0.2448, 0.3783, 0.2323, 0.1105, 0.2119, 0.2159, 0.1462, 0.1539, -0.0211, -0.0176, -0.0176, -0.0114, 0.0052, 0.0287, -0.0451, -0.0011, 0.0218, -0.0194, 0.0211, -0.0571, 0.0349, 0.1035, 0.2488, 0.1175, 0.0653, 0.0687, 0.0421, 0.0502, 0.0369, 0.028, 0.061, 0.1394, 0.0804, 0.1203, 0.0707, 0.0527, 0.0356, 0.1437, 0.0461, -0.0633, -0.1211, -0.0133, 0.0, 0.1028, 0.1028, 0.1288, 0.1022, 0.1485, 0.0907, 0.1299, 0.1784, 0.0545, 0.0348, 0.0827, 0.0183, -0.0356, -0.0474, 0.008, -0.0624, -0.0904, -0.0808, -0.1442, -0.1684, -0.1201, -0.156, -0.1853, -0.2396, -0.1585, -0.2219, -0.1064, -0.0171, -0.1313, -0.1093, -0.0117, -0.0038, 0.0338, 0.0489, 0.0666, 0.1457, 0.2604, 0.2604, 0.4252, 0.543, 0.5846, 0.3503, 0.2579, 0.407, 0.2827, 0.2774, 0.1144, 0.0961, 0.0562, 0.0396, 0.1616, -0.0188, 0.0426, -0.0207, 0.0171, -0.0396, -0.0396, -0.1286, -0.1324, -0.1903, -0.2187, -0.1493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039387319824797784", "ticker_idx": 3, "ts": "2026-04-01T17:00:01+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL - Earth observation data that feeds mission planning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Four public companies (RKLB, LUNR, ASTS, PL) are plays on the $93B Artemis procurement pipeline as the Moon becomes infrastructure.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "In a few hours, four astronauts will leave Earth's orbit for the first time since 1972. \n\nArtemis II isn't just a space mission.  It's a $93 billion procurement pipeline.  \n\nThe companies building this ecosystem are already public:  \n$RKLB - Builds satellite buses + operates launch infrastructure \n$LUNR - Contracted to deliver payloads to the lunar surface   \n$ASTS - Testing direct-to-phone satellite comms that Artemis-era networks need \n$PL - Earth observation data that feeds mission planning  \n\nThe Artemis program exists because governments decided the Moon is infrastructure, not exploration. \n\nThat changes the entire investment thesis.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08987295355956848, "ret_signed_m1d": -0.08987295355956848, "alpha_spy_m1d": -0.08239480618641304, "alpha_c_m1d": -0.07345267663112176, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.01642027692844672, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16834914157508374, "ret_signed_p1d": 0.16834914157508374, "alpha_spy_p1d": 0.16744868204374486, "alpha_c_p1d": 0.17236285887676728, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": -0.004013717301683539, "ret_p1w": 0.1901660803220493, "ret_signed_p1w": 0.1901660803220493, "alpha_spy_p1w": 0.15846770083168216, "alpha_c_p1w": 0.15361544735177945, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.036550632970269836, "ret_p1m": 0.20384247225183416, "ret_signed_p1m": 0.20384247225183416, "alpha_spy_p1m": 0.1070535322333468, "alpha_c_p1m": 0.14211396349116545, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.06172850876066871, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20384247225183416, "alpha_spy_stated": 0.1070535322333468, "alpha_c_stated": 0.14211396349116545, "price_path": [-0.3354, -0.3035, -0.2888, -0.2638, -0.2693, -0.2605, -0.1716, -0.1755, -0.1296, -0.0791, -0.0628, -0.0628, -0.0882, -0.141, -0.1514, -0.1228, -0.1576, -0.086, -0.0922, -0.142, -0.1869, -0.2559, -0.2201, -0.2911, -0.3347, -0.2752, -0.2178, -0.2579, -0.295, -0.3064, -0.2699, -0.2699, -0.2768, -0.227, -0.1824, -0.2218, -0.2257, -0.1954, -0.198, -0.1664, -0.2139, -0.1416, -0.1762, -0.1534, -0.1993, -0.1768, -0.1592, -0.1729, -0.1716, -0.1869, -0.1928, -0.199, -0.1182, -0.1921, -0.1221, 0.1016, 0.1013, 0.0365, 0.1517, 0.055, 0.0049, -0.0918, -0.0899, 0.0, 0.1683, 0.1683, 0.1403, 0.1452, 0.1902, 0.1146, 0.1289, 0.1176, 0.1049, 0.1205, 0.2989, 0.253, 0.2211, 0.2384, 0.2852, 0.2468, 0.154, 0.1543, 0.1407, 0.1097, 0.2038, 0.2016, 0.255, 0.2091, 0.2924, 0.1475, 0.2712, 0.3624, 0.3247, 0.3266, 0.4015, 0.3553, 0.3549, 0.3543, 0.3891, 0.3833, 0.4442, 0.4442, 0.5734, 0.6438, 0.6737, 0.6653, 0.5129, 0.5659, 0.4044, 0.4175, 0.0492, 0.0661, 0.015, 0.0003, 0.1127, 0.0143, -0.0042, -0.0814, -0.0811, -0.0808, -0.0808, -0.0632, -0.071, -0.1436, -0.1368, -0.1185, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033943947522019473", "ticker_idx": 0, "ts": "2026-03-17T16:30:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't know what's happening inside T1 Energy. Neither do you. And that's the problem... Silence isn't neutral. It's a choice.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Former $TE bull now bearish-leaning: DOJ subpoenas, SEC request, unexplained CAO termination, and no confirmed earnings date undermine trust in management.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Six weeks ago I posted this about $TE.\n\nI said I needed three things from the Feb 26 earnings call: \n1. A clear explanation of the CAO termination \n2. Confirmation that accounting processes remain intact \n3. G2_Austin construction timeline holding firm  \n\nI was one of the biggest $TE bulls on this platform. I got destroyed in the replies for asking those questions.  \n\nHere's what happened since:  Feb 26 came and went. No earnings call.  It's now mid-March. Still no confirmed earnings date.  \n\nGo check for yourself. \n\nEvery financial site shows a DIFFERENT estimated date - https://t.co/BktMFP4u6N said Feb 26. TradingView said Mar 11. CNBC estimated Mar 16. TipRanks now says May 13.  Nobody knows. \n\nBecause the company hasn't told anyone.  \n\nThis is a $2 BILLION company building a $400M+ solar fab, navigating DOJ subpoenas, an SEC information request, an active short report from Culper Research, and an unexplained CAO termination — and they can't confirm when they're reporting earnings?  \n\nI don't know what's happening inside T1 Energy. Neither do you. And that's the problem.  The thesis hasn't changed. The technology is real. 45X eligibility looks intact. G2 Austin is under construction.  \n\nBut I said it six weeks ago and I'll say it again:  In small-cap investing, trust is everything. \n\nManagement transparency has to match the ambition.  \n\nSilence isn't neutral. It's a choice.  \n\n$TE holders deserve answers. 👇", "reply_text": null, "parent_text": null, "quoted_text": "I'm one of the biggest $TE bulls on here. \n\nBut I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions.\n\nDenise Cruz was terminated on Feb 5. Same day, they promoted the SEC reporting lead to replace her. \n\nNo transition period.", "parent_author": null, "ret_m1d": -0.008985901412601027, "ret_signed_m1d": 0.008985901412601027, "alpha_spy_m1d": 0.006362258033444923, "alpha_c_m1d": 0.006343209889555723, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.002642691523045304, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05905006937093116, "ret_signed_p1d": 0.05905006937093116, "alpha_spy_p1d": 0.045096424855674, "alpha_c_p1d": 0.05112208692978992, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.007927982441141235, "ret_p1w": -0.15147623031026736, "ret_signed_p1w": 0.15147623031026736, "alpha_spy_p1w": 0.12788301523023626, "alpha_c_p1w": 0.13922891897365963, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.012247311336607725, "ret_p1m": -0.31450575369224376, "ret_signed_p1m": 0.31450575369224376, "alpha_spy_p1m": 0.3608117512630731, "alpha_c_p1m": 0.34550267809127444, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.03099692439903068, "ret_p3m": 0.09114249571550492, "ret_signed_p3m": -0.09114249571550492, "alpha_spy_p3m": 0.01766323886896659, "alpha_c_p3m": -0.030031140977030413, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.06111135473847451, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31450575369224376, "alpha_spy_stated": 0.3608117512630731, "alpha_c_stated": 0.34550267809127444, "price_path": [-0.2272, -0.1746, -0.0629, -0.0873, -0.095, -0.095, -0.1271, -0.1759, -0.1656, -0.1425, -0.1425, 0.0064, 0.0526, -0.018, -0.0655, -0.1258, -0.1091, -0.0745, 0.009, 0.009, -0.0488, 0.0488, 0.0488, 0.0629, 0.0039, 0.0745, 0.0911, 0.0449, 0.1707, 0.2182, 0.1399, 0.0693, 0.1117, 0.1669, -0.0077, -0.0668, 0.0616, -0.0193, -0.0359, -0.1207, -0.2028, -0.2144, -0.2144, -0.1733, -0.1707, -0.19, -0.2028, -0.1926, -0.0899, -0.0732, -0.0642, -0.2092, -0.122, -0.1643, -0.0886, -0.1258, -0.1374, -0.0809, 0.0244, 0.0449, -0.0064, -0.0218, -0.009, 0.0, -0.0591, -0.0103, -0.1528, -0.122, -0.1515, -0.1425, -0.1938, -0.2606, -0.2786, -0.4365, -0.4249, -0.4621, -0.4621, -0.4801, -0.4955, -0.4647, -0.4634, -0.3979, -0.344, -0.3761, -0.3145, -0.3594, -0.3543, -0.3607, -0.3466, -0.3081, -0.3081, -0.3209, -0.3184, -0.371, -0.3723, -0.3838, -0.3389, -0.3453, -0.3145, -0.3235, -0.3389, -0.2092, -0.2246, -0.249, -0.2798, -0.2644, -0.2721, -0.1014, -0.1168, 0.1168, 0.1194, 0.0372, 0.0372, 0.3415, 0.4069, 0.389, 0.3556, 0.3363, 0.5456, 0.4763, 0.4968, 0.2105, 0.172, 0.086, -0.0077, 0.0873, 0.0911, 0.1451, 0.1078, 0.1605, 0.2003, 0.2003, 0.335, 0.1861, 0.095, 0.0911, 0.0539, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058632344240566410", "ticker_idx": 0, "ts": "2026-05-24T19:32:53+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 - robotics is in its infancy stage.", "tweet_type": "prediction", "timeline": "years", "summary": "Highest-conviction 5-10 year multibaggers: OUST on early-stage robotics growth, MSTR on Bitcoin.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RKLBMan $OUST - robotics is in its infancy stage.\n\n$MSTR - Bitcoin.", "reply_text": null, "parent_text": "What are your HIGHEST conviction stocks on a 5-10 year time horizon?  \n\nLike the stocks that you absolutely don't care what the price is today.  You KNOW it's going to be a multibagger years from now.  Coffee can stock.\n\nFor me, it's $RKLB (even with its current froth), $ASTS,", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058632344240566410", "ticker_idx": 1, "ts": "2026-05-24T19:32:53+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSTR - Bitcoin.", "tweet_type": "prediction", "timeline": "years", "summary": "Highest-conviction 5-10 year multibaggers: OUST on early-stage robotics growth, MSTR on Bitcoin.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RKLBMan $OUST - robotics is in its infancy stage.\n\n$MSTR - Bitcoin.", "reply_text": null, "parent_text": "What are your HIGHEST conviction stocks on a 5-10 year time horizon?  \n\nLike the stocks that you absolutely don't care what the price is today.  You KNOW it's going to be a multibagger years from now.  Coffee can stock.\n\nFor me, it's $RKLB (even with its current froth), $ASTS,", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": -0.00025006745428846067, "ret_signed_m1d": -0.00025006745428846067, "alpha_spy_m1d": 0.00634479298467705, "alpha_c_m1d": 0.00634479298467705, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.006594860438965511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03582814975271853, "ret_signed_p1d": -0.03582814975271853, "alpha_spy_p1d": -0.03565490758797252, "alpha_c_p1d": -0.03565490758797252, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0001732421647460125, "ret_p1w": -0.14912769297174022, "ret_signed_p1w": -0.14912769297174022, "alpha_spy_p1w": -0.16109159305479048, "alpha_c_p1w": -0.16109159305479048, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.01196390008305026, "ret_p1m": -0.41142999084453535, "ret_signed_p1m": -0.41142999084453535, "alpha_spy_p1m": -0.3908314566933686, "alpha_c_p1m": -0.3908314566933686, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.020598534151166747, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1659, -0.1903, -0.1393, -0.1704, -0.0843, -0.1258, -0.1651, -0.1312, -0.1342, -0.1351, -0.1412, -0.1267, -0.0776, -0.0603, -0.1211, -0.1356, -0.1518, -0.1359, -0.1481, -0.1301, -0.1688, -0.212, -0.2407, -0.2197, -0.2323, -0.2507, -0.2507, -0.2016, -0.2264, -0.1978, -0.1943, -0.1956, -0.1724, -0.1408, -0.1025, -0.0687, 0.0412, 0.068, 0.0253, 0.1215, 0.0784, 0.0693, 0.058, 0.0361, -0.0109, 0.0345, 0.1078, 0.1493, 0.1686, 0.1681, 0.1245, 0.173, 0.2252, 0.1531, 0.1132, 0.1691, 0.1094, 0.0419, 0.0294, 0.0368, 0.0308, -0.0003, -0.0003, 0.0, -0.0358, -0.0518, -0.0053, -0.0635, -0.1491, -0.2087, -0.1911, -0.2469, -0.2047, -0.2683, -0.2787, -0.2487, -0.2248, -0.18, -0.2321, -0.2712, -0.2964, -0.2964, -0.3156, -0.3507, -0.4114, -0.4665, -0.4853, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062569889227825303", "ticker_idx": 0, "ts": "2026-06-04T16:19:16+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is starting to price Ouster as the U.S.-aligned perception layer for Physical AI - robotics, autonomy, defense - not just an automotive lidar name.", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST: Amazon warrant vesting, NVDA DRIVE Hyperion qualification, 55% YoY revenue growth, and €10B Amazon robotics buildout position it as the leading Physical AI perception 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 morning I posted on $OUST's $AMZN warrant whilst it was down 4%. Now it's up 9% today while the indexes are red.\n\nToday $AMZN  committed €10B to expand and modernize its European fulfillment network, unveiling a next-gen Proteus robot built to operate across entire sites on conversational commands, alongside its Vulcan and STARK robotic systems.\n\nAmazon holds a warrant in Ouster that vests only as Amazon buys Ouster's lidar. As of the last 10-Q it's 87.6% vested - 2,871,875 of 3,277,155 shares - with 142,890 vesting in Q1 alone. Amazon kept paying.\n\nYou'll see it claimed all over today that Proteus runs Ouster's lidar. That's reported, not confirmed - Amazon hasn't named a sensor supplier. What's confirmed is the money behind that 87.6%: the warrant vests against a $100M cumulative-spend cap, so Amazon has paid roughly $88M toward it. A €10B robotics buildout is the demand backdrop that spend runs on.\n\n$OUST's Rev8 lidar is qualified for $NVDA's DRIVE Hyperion platform - Nvidia's reference stack for Level 4 autonomous vehicles - and integrated across Jetson. \n\nQ1 product revenue grew 55% YoY. The $55M Stereolabs deal folds cameras and AI compute into one perception stack.\n\nThe market is starting to price Ouster as the U.S.-aligned perception layer for Physical AI - robotics, autonomy, defense - not just an automotive lidar name.\n\nA 9% gain on a red day says positioning is rotating toward that read.\n$OUST $AMZN $NVDA", "reply_text": null, "parent_text": null, "quoted_text": "$OUST is down another 4% pre-market. Time to go deeper and back to basics.\n\n$AMZN holds a warrant in $OUST that only pays off if Amazon keeps buying Ouster's lidar. That's right, one of the biggest companies in the world has a direct interest in $OUST stock price.\n\nAs of the last https://t.co/rYp9TXi9cB", "parent_author": null, "ret_m1d": -0.06646848710921527, "ret_signed_m1d": -0.06646848710921527, "alpha_spy_m1d": -0.06270402606243564, "alpha_c_m1d": -0.08230943059521134, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.015840943485996073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1573582464090284, "ret_signed_p1d": -0.1573582464090284, "alpha_spy_p1d": -0.13154887516010272, "alpha_c_p1d": -0.09073297846669892, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.06662526794232948, "ret_p1w": -0.15884475510721052, "ret_signed_p1w": -0.15884475510721052, "alpha_spy_p1w": -0.1333127779605402, "alpha_c_p1w": -0.10728396731247392, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.05156078779473661, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5636, -0.525, -0.4744, -0.5209, -0.5441, -0.5477, -0.5458, -0.5596, -0.5528, -0.5742, -0.5502, -0.5632, -0.5706, -0.5899, -0.625, -0.6468, -0.6099, -0.6046, -0.5861, -0.5861, -0.5899, -0.5895, -0.5698, -0.5746, -0.5606, -0.5354, -0.5027, -0.481, -0.4867, -0.4848, -0.4237, -0.4137, -0.4105, -0.4392, -0.4007, -0.4283, -0.4451, -0.4576, -0.4275, -0.4383, -0.4022, -0.3927, -0.3758, -0.4795, -0.4649, -0.4309, -0.4245, -0.2744, -0.2597, -0.2597, -0.3472, -0.3689, -0.3444, -0.2548, -0.2136, -0.2136, -0.0932, -0.0607, -0.1011, -0.0221, -0.0459, -0.0225, -0.0665, 0.0, -0.1574, -0.1319, -0.182, -0.1848, -0.1588, -0.1548, -0.0406, -0.0926, -0.1353, -0.011, -0.011, 0.0125, -0.041, -0.1355, -0.1119, -0.1077, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2034365165500497964", "ticker_idx": 0, "ts": "2026-03-18T20:23:46+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been mapping every acquisition, every contract, every capability layer they've added since October. I've posted the full breakdown for you to read before earning next week.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish ONDS ahead of earnings: 2026 guidance of $170-180M is a 24x revenue increase set before four more acquisitions closed.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "18 months ago, $ONDS did $7.2 million in revenue for the entire year.\n\nTheir 2026 guidance is $170-180 million.\n\nThat's a 24x increase. The guidance was set before their last four acquisitions closed.\n\nI've been mapping every acquisition, every contract, every capability layer they've added since October.\n\nI’ve posted the full breakdown for you to read before earning next week.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/cxxLjBSeiU", "parent_author": null, "ret_m1d": 0.00744185336800518, "ret_signed_m1d": 0.00744185336800518, "alpha_spy_m1d": 0.004971384147178126, "alpha_c_m1d": 0.004971384147178126, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": 0.002470469220827054, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06418600747751635, "ret_signed_p1d": -0.06418600747751635, "alpha_spy_p1d": -0.049850311210663634, "alpha_c_p1d": -0.049850311210663634, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.014335696266852715, "ret_p1w": -0.12186050415039062, "ret_signed_p1w": -0.12186050415039062, "alpha_spy_p1w": -0.10223606011058706, "alpha_c_p1w": -0.10223606011058706, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.019624444039803568, "ret_p1m": -0.06976744186046513, "ret_signed_p1m": -0.06976744186046513, "alpha_spy_p1m": -0.14900277839575227, "alpha_c_p1m": -0.14900277839575227, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.07923533653528714, "ret_p3m": -0.14325581040493274, "ret_signed_p3m": -0.14325581040493274, "alpha_spy_p3m": -0.28356990641035196, "alpha_c_p3m": -0.28356990641035196, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.14031409600541922, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06976744186046513, "alpha_spy_stated": -0.14900277839575227, "alpha_c_stated": -0.14900277839575227, "price_path": [-0.1377, -0.1665, -0.1507, -0.1507, -0.2112, -0.213, -0.1637, -0.0921, -0.0921, 0.0251, 0.1656, 0.1944, 0.133, 0.3033, 0.2735, 0.227, 0.2921, 0.2614, 0.1926, 0.1312, 0.1312, 0.2214, 0.1674, 0.174, 0.1321, 0.0381, 0.1405, 0.1414, 0.0484, -0.0363, -0.0102, 0.0586, -0.0995, -0.2112, -0.0986, -0.0381, -0.0995, -0.1414, -0.1656, -0.134, -0.134, -0.0651, 0.0298, 0.0595, -0.067, -0.0521, -0.0326, -0.0419, -0.0279, -0.0623, -0.0074, -0.0679, -0.0223, -0.0242, -0.0856, -0.0958, -0.0688, -0.0856, -0.0391, -0.0549, -0.0205, 0.0493, 0.0074, 0.0, -0.0642, 0.014, -0.0065, -0.0409, -0.1219, -0.1814, -0.2419, -0.1591, -0.1805, -0.107, -0.107, -0.1144, -0.1135, -0.1209, -0.1498, -0.1507, -0.1191, -0.1256, -0.067, -0.0512, -0.0698, -0.0019, 0.0112, 0.0288, -0.0195, -0.0186, 0.0186, -0.0251, -0.1172, -0.066, -0.04, -0.0949, -0.1321, -0.1312, -0.173, -0.1572, -0.1237, -0.1591, -0.1758, 0.0428, -0.0121, -0.0977, -0.1512, -0.1293, -0.146, -0.1572, -0.1572, -0.0912, 0.0047, 0.2326, 0.2298, 0.2521, 0.2633, 0.08, 0.1135, -0.0298, -0.0419, -0.1023, -0.134, -0.0856, -0.1321, -0.1153, -0.1433, -0.1516, -0.1377, -0.1377, -0.173, -0.2065, -0.2856, -0.286, -0.2716, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1999930369664246155", "ticker_idx": 0, "ts": "2025-12-13T19:52:11+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big fan of $CIFR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Favors CIFR as a stock pick.", "resolved_tickers": ["CIFR"], "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": "reply_other", "lang": "en", "tweet_text": "@fantstockleague @Kaizen_Investor Big fan of $CIFR but I know @Kaizen_Investor has brought up $PL before so am very interested, I wish I listened a couple of weeks back!!!", "reply_text": null, "parent_text": "@shabamlo @Kaizen_Investor What’s your fav!", "quoted_text": null, "parent_author": "fantstockleague", "ret_m1d": 0.15671638411207023, "ret_signed_m1d": 0.15671638411207023, "alpha_spy_m1d": 0.15520328956567453, "alpha_c_m1d": 0.1469482818062271, "bench_spy_m1d": 0.001513094546395699, "bench_c_m1d": 0.00976810230584313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016960651552373474, "ret_signed_p1d": 0.016960651552373474, "alpha_spy_p1d": 0.019692936697603747, "alpha_c_p1d": 0.015133653842176242, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": 0.0018269977101972312, "ret_p1w": 0.10854819581509068, "ret_signed_p1w": 0.10854819581509068, "alpha_spy_p1w": 0.09955252915803703, "alpha_c_p1w": 0.08690250913803887, "bench_spy_p1w": 0.008995666657053647, "bench_c_p1w": 0.0216456866770518, "ret_p1m": 0.2381275633232638, "ret_signed_p1m": 0.2381275633232638, "alpha_spy_p1m": 0.2159600999096043, "alpha_c_p1m": 0.20719175853890026, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.03093580478436353, "ret_p3m": -0.06987786627984838, "ret_signed_p3m": -0.06987786627984838, "alpha_spy_p3m": -0.05121871738264816, "alpha_c_p3m": -0.040004822758525904, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.029873043521322473, "ret_p6m": 0.5627544236837321, "ret_signed_p6m": 0.5627544236837321, "alpha_spy_p6m": 0.47385458182774176, "alpha_c_p6m": 0.28890134353848507, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.273853080145247, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2381275633232638, "alpha_spy_stated": 0.2159600999096043, "alpha_c_stated": 0.20719175853890026, "price_path": [-0.1601, -0.1961, -0.1669, -0.0529, -0.04, -0.0407, -0.209, -0.2218, -0.1418, -0.1459, -0.1452, -0.0631, -0.0027, 0.0407, 0.0685, 0.194, 0.2205, 0.1513, 0.3799, 0.4172, 0.4267, 0.27, 0.2727, 0.3507, 0.2263, 0.0929, 0.1706, 0.4016, 0.3935, 0.3541, 0.329, 0.2938, 0.2653, 0.5441, 0.5271, 0.6764, 0.4729, 0.4037, 0.3331, 0.2666, 0.1791, 0.0129, -0.0258, -0.0265, -0.0109, -0.0081, -0.0122, -0.04, 0.1336, 0.1886, 0.2992, 0.2992, 0.3806, 0.3358, 0.1967, 0.2639, 0.3453, 0.308, 0.3216, 0.327, 0.2537, 0.2809, 0.1567, 0.0, 0.017, -0.0237, 0.0278, 0.0997, 0.1085, 0.0794, 0.1004, 0.1004, 0.0305, 0.0231, -0.0102, 0.0014, 0.0014, 0.0991, 0.232, 0.19, 0.0909, 0.1228, 0.1282, 0.1995, 0.2381, 0.23, 0.1886, 0.2754, 0.2754, 0.2157, 0.2022, 0.1798, 0.192, 0.1187, 0.272, 0.287, 0.2008, 0.0828, 0.0726, 0.1031, -0.0332, -0.1384, -0.0007, 0.137, 0.1601, 0.1045, 0.0923, 0.114, 0.114, 0.0611, 0.0461, 0.0719, -0.0061, 0.0326, 0.1615, 0.1269, 0.118, 0.0583, 0.0692, -0.002, 0.0882, 0.0278, -0.076, -0.0292, -0.0529, -0.0427, -0.0699, -0.0448, 0.0271, 0.0237, -0.0047, -0.0068, -0.0495, 0.0102, 0.0095, 0.0773, -0.0265, -0.0675, -0.1849, -0.1269, -0.1425, -0.1303, -0.1303, -0.0943, -0.0495, 0.0461, 0.1099, 0.1214, 0.2049, 0.2517, 0.2212, 0.1764, 0.3141, 0.3087, 0.2239, 0.3189, 0.268, 0.2347, 0.232, 0.171, 0.1479, 0.2035, 0.156, 0.2137, 0.4993, 0.4864, 0.4033, 0.3942, 0.3758, 0.3609, 0.441, 0.5122, 0.3792, 0.2972, 0.2754, 0.3216, 0.46, 0.4905, 0.4905, 0.5617, 0.7069, 0.6682, 0.6045, 0.6289, 0.7836, 0.7802, 0.7334, 0.5231, 0.6479, 0.5628]}
{"unit_id": "quote:2066505773983691104", "ticker_idx": 0, "ts": "2026-06-15T12:59:04+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMZN has a real economic incentive for the success of $OUST", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AMZN's warrant stake aligns its incentives with OUST success, implying bullish outlook for both.", "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": "Not many people know also that $AMZN has a real economic incentive for the success of $OUST.\n\n$AMZN holds a warrant to acquire up to 3,271,970 shares of Ouster. The warrant has an exercise price of $50.57.", "reply_text": null, "parent_text": null, "quoted_text": "What I’ve learned about @ousterlidar over the past five years is that they are low-profile engineers focused on R&amp;D, rarely speaking out loud—despite a noticeable shift in character recently since StereoLabs and Rev8.\n\nThus, we need to read between the lines to see the real https://t.co/r8aVXYOVWV", "parent_author": null, "ret_m1d": -0.11907926143813918, "ret_signed_m1d": -0.11907926143813918, "alpha_spy_m1d": -0.10175086005272316, "alpha_c_m1d": -0.082633153448609, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05422755082759001, "ret_signed_p1d": -0.05422755082759001, "alpha_spy_p1d": -0.04826598798335591, "alpha_c_p1d": -0.02633245931225403, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.055334218307068195, "ret_signed_p1w": 0.055334218307068195, "alpha_spy_p1w": 0.06662452885829995, "alpha_c_p1w": 0.05226257205060225, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5409, -0.5339, -0.5562, -0.5312, -0.5447, -0.5525, -0.5726, -0.6091, -0.6319, -0.5934, -0.5879, -0.5686, -0.5686, -0.5726, -0.5722, -0.5516, -0.5567, -0.5421, -0.5157, -0.4816, -0.4591, -0.465, -0.463, -0.3993, -0.3889, -0.3856, -0.4154, -0.3754, -0.4042, -0.4216, -0.4347, -0.4033, -0.4146, -0.3769, -0.367, -0.3494, -0.4575, -0.4422, -0.4068, -0.4002, -0.2437, -0.2284, -0.2284, -0.3196, -0.3422, -0.3167, -0.2233, -0.1804, -0.1804, -0.0549, -0.021, -0.0631, 0.0193, -0.0055, 0.0188, -0.027, 0.0423, -0.1217, -0.0952, -0.1474, -0.1503, -0.1233, -0.1191, 0.0, -0.0542, -0.0987, 0.0308, 0.0308, 0.0553, -0.0004, -0.0989, -0.0744, -0.0699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066505773983691104", "ticker_idx": 1, "ts": "2026-06-15T12:59:04+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMZN has a real economic incentive for the success of $OUST", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AMZN's warrant stake aligns its incentives with OUST success, implying bullish outlook for both.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Not many people know also that $AMZN has a real economic incentive for the success of $OUST.\n\n$AMZN holds a warrant to acquire up to 3,271,970 shares of Ouster. The warrant has an exercise price of $50.57.", "reply_text": null, "parent_text": null, "quoted_text": "What I’ve learned about @ousterlidar over the past five years is that they are low-profile engineers focused on R&amp;D, rarely speaking out loud—despite a noticeable shift in character recently since StereoLabs and Rev8.\n\nThus, we need to read between the lines to see the real https://t.co/r8aVXYOVWV", "parent_author": null, "ret_m1d": -0.030363389525147277, "ret_signed_m1d": -0.030363389525147277, "alpha_spy_m1d": -0.013034988139731252, "alpha_c_m1d": -0.01374875279987442, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.016614636725272858, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -8.13115686266741e-05, "ret_signed_p1d": -8.13115686266741e-05, "alpha_spy_p1d": 0.005880251275607429, "alpha_c_p1d": 0.0008463945363487158, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.0009277061049753899, "ret_p1w": -0.05377615948529224, "ret_signed_p1w": -0.05377615948529224, "alpha_spy_p1w": -0.04248584893406049, "alpha_c_p1w": -0.02509302634151034, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.028683133143781903, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1469, -0.1515, -0.1652, -0.1458, -0.1576, -0.1395, -0.1564, -0.1897, -0.1832, -0.1534, -0.1441, -0.1473, -0.1473, -0.1351, -0.1311, -0.1007, -0.0503, -0.0311, -0.0249, 0.0122, 0.0101, 0.015, 0.0185, 0.0092, 0.0158, 0.038, 0.0368, 0.073, 0.0614, 0.0556, 0.0692, 0.0774, 0.0904, 0.1058, 0.1119, 0.1178, 0.1022, 0.1084, 0.0934, 0.0805, 0.098, 0.0862, 0.0737, 0.0766, 0.0541, 0.0772, 0.0912, 0.0825, 0.0825, 0.0783, 0.105, 0.1137, 0.1001, 0.0619, 0.0427, 0.0163, 0.0316, 0.0, -0.0033, -0.0074, -0.0326, -0.0183, -0.0304, 0.0, -0.0001, -0.0346, -0.0066, -0.0066, -0.0538, -0.0484, -0.0478, -0.0773, -0.0542, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019061262655594696", "ticker_idx": 0, "ts": "2026-02-04T14:51:32+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE is the future of energy.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish deep-research report on T1 Energy with 4:1 risk/reward and $12-25 upside targets.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$TE is the future of energy.\n\nGive it a read if you haven't already.", "reply_text": null, "parent_text": null, "quoted_text": "🔬 T1 ENERGY ( $TE ) - DEEP RESEARCH REPORT\n\nEXECUTIVE SUMMARY\n\nQuick Answer: T1 Energy ($TE) displays strong asymmetric bet characteristics with a 4:1 risk/reward ratio.\n\nCurrent Price: $8.82 | 12-Month Target: $12-18 | Bear Case: $5-6 | Bull Case: $22-25\n\n1. 💰 THE BUSINESS https://t.co/KYVI7aN1jv", "parent_author": null, "ret_m1d": 0.17593792110719986, "ret_signed_m1d": 0.17593792110719986, "alpha_spy_m1d": 0.17107049025815235, "alpha_c_m1d": 0.1785944773568987, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.0026565562496988493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950841358498571, "ret_signed_p1d": -0.05950841358498571, "alpha_spy_p1d": -0.047019129524661474, "alpha_c_p1d": -0.05348688004858915, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.11384218787445677, "ret_signed_p1w": -0.11384218787445677, "alpha_spy_p1w": -0.12225094225729516, "alpha_c_p1w": -0.14601652881559624, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.11901682716997153, "ret_signed_p1m": -0.11901682716997153, "alpha_spy_p1m": -0.11190502899080723, "alpha_c_p1m": -0.13477930843842467, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3402328729562084, "ret_signed_p3m": -0.3402328729562084, "alpha_spy_p3m": -0.3894624832961614, "alpha_c_p3m": -0.3524557846128541, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222911656645685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11901682716997153, "alpha_spy_stated": -0.11190502899080723, "alpha_c_stated": -0.13477930843842467, "price_path": [-0.5071, -0.4179, -0.4295, -0.5019, -0.5485, -0.5653, -0.5886, -0.6041, -0.6261, -0.6481, -0.6481, -0.5938, -0.5744, -0.5032, -0.5032, -0.467, -0.4217, -0.3868, -0.4153, -0.3389, -0.2458, -0.2212, -0.1294, -0.2044, -0.2406, -0.3079, -0.3454, -0.2962, -0.2988, -0.2212, -0.1682, -0.0556, -0.0802, -0.088, -0.088, -0.1203, -0.1695, -0.1591, -0.1358, -0.1358, 0.0142, 0.0608, -0.0103, -0.0582, -0.119, -0.1022, -0.0673, 0.0168, 0.0168, -0.0414, 0.0569, 0.0569, 0.0712, 0.0116, 0.0828, 0.0996, 0.053, 0.1798, 0.2277, 0.1488, 0.0776, 0.1203, 0.1759, 0.0, -0.0595, 0.0699, -0.0116, -0.0285, -0.1138, -0.1966, -0.2083, -0.2083, -0.1669, -0.1643, -0.1837, -0.1966, -0.1863, -0.0828, -0.066, -0.0569, -0.2031, -0.1151, -0.1578, -0.0815, -0.119, -0.1307, -0.0737, 0.0323, 0.053, 0.0013, -0.0142, -0.0013, 0.0078, -0.0517, -0.0026, -0.1462, -0.1151, -0.1449, -0.1358, -0.1876, -0.2549, -0.273, -0.4321, -0.4204, -0.458, -0.458, -0.4761, -0.4916, -0.4605, -0.4592, -0.3933, -0.3389, -0.3713, -0.3092, -0.3545, -0.3493, -0.3558, -0.3415, -0.3027, -0.3027, -0.3157, -0.3131, -0.3661, -0.3674, -0.379, -0.3338, -0.3402, -0.3092, -0.3182, -0.3338, -0.2031, -0.2186, -0.2432, -0.2743, -0.2587, -0.2665, -0.0944, -0.11, 0.1255, 0.1281, 0.0453, 0.0453, 0.3519, 0.4179, 0.3997, 0.3661, 0.3467, 0.5576, 0.4877, 0.5084, 0.2199, 0.1811, 0.0944, 0.0, 0.0957, 0.0996, 0.1539, 0.1164, 0.1695, 0.2096, 0.2096, 0.3454, 0.1953, 0.1035, 0.0996, 0.0621, 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:2049429391520772144", "ticker_idx": 0, "ts": "2026-04-29T10:03:38+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been looking at Samsung for a long time especially with its profitability catalyst", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Samsung on a profitability catalyst; views potential Nasdaq listing of DS/fab unit as an additional positive for Western investors.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alisvolatprop12 Well that would be extra good for us Western investors! I've been looking at Samsung for a long time especially with its profitability catalyst.", "reply_text": null, "parent_text": "당연히 삼전 DS(팹)은 나스닥으로 상장하겠지…", "quoted_text": null, "parent_author": "Alisvolatprop12", "ret_m1d": 0.024943310657596474, "ret_signed_m1d": 0.024943310657596474, "alpha_spy_m1d": 0.02478877745578978, "alpha_c_m1d": 0.03286226304690676, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.007918952389310285, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.009949633527564838, "alpha_c_p1d": -0.0024511728932865573, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.0024511728932865573, "ret_p1w": 0.23129251700680276, "ret_signed_p1w": 0.23129251700680276, "alpha_spy_p1w": 0.20002409524312736, "alpha_c_p1w": 0.16266073216234656, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.0686317848444562, "ret_p1m": 0.43764172335600904, "ret_signed_p1m": 0.43764172335600904, "alpha_spy_p1m": 0.37718475741290813, "alpha_c_p1m": 0.2632968785003036, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.17434484485570545, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43764172335600904, "alpha_spy_stated": 0.37718475741290813, "alpha_c_stated": 0.2632968785003036, "price_path": [-0.3193, -0.2419, -0.2347, -0.279, -0.2822, -0.2469, -0.2496, -0.2406, -0.1917, -0.1799, -0.1799, -0.1799, -0.1799, -0.1401, -0.1396, -0.1265, -0.0948, -0.079, -0.0134, -0.0202, -0.0202, -0.117, -0.2207, -0.1329, -0.1482, -0.2148, -0.1496, -0.1401, -0.1496, -0.1695, -0.146, -0.1225, -0.0564, -0.0926, -0.0976, -0.1568, -0.1415, -0.1446, -0.1849, -0.1849, -0.2005, -0.2417, -0.1399, -0.1909, -0.1556, -0.1243, -0.1088, -0.0454, -0.0748, -0.0658, -0.0884, -0.0635, -0.0431, -0.0136, -0.0204, -0.0272, -0.0068, -0.0136, 0.0181, -0.0045, 0.0181, 0.0068, 0.0249, 0.0, 0.0, 0.0544, 0.0544, 0.2063, 0.2313, 0.2177, 0.2948, 0.2653, 0.288, 0.3424, 0.2268, 0.2744, 0.2494, 0.2517, 0.3583, 0.3265, 0.3265, 0.356, 0.3923, 0.3583, 0.4376, 0.5828, 0.6349, 0.6349, 0.5941, 0.4921, 0.3401, 0.4603, 0.3719, 0.356, 0.4626, 0.5283, 0.5556, 0.5714, 0.644, 0.6054, 0.6032, 0.4059, 0.5442, 0.6259, 0.5397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059908407436431651", "ticker_idx": 0, "ts": "2026-05-28T08:03:30+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of these companies has the architecture, the balance sheet, and the government on its cap table", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long INFQ over IONQ: superior balance sheet, DoC selection, deployable neutral-atom tech, and no warrant liabilities justify a premium multiple vs IONQ's inflated cash/earnings.", "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": "quote", "lang": "en", "tweet_text": "I don't understand why $INFQ and $IONQ trade at the same forward P/S multiple.\n\nNot because $INFQ is expensive but because $INFQ should trade at a premium. Whilst $IONQ generates $64.7M per quarter. $INFQ generates $9.5M. $IONQ has $470M in contract backlog. By every near-term financial metric, $IONQ is the stronger operating business.\n\nBut the multiple is a bet on trajectory, not the present. $INFQ carries $569M in cash, zero debt, and zero warrant liabilities. $IONQ's headline cash looks clean until you find the $1.4B in warrant liabilities sitting underneath it. IONQ's $753M Q4 net income was largely non-cash warrant revaluation - not operating profit.\n\nThen there's the DoC selection. $2B distributed across nine quantum companies. $IONQ - the benchmark name most quantum investors hold - was the only major listed company excluded. $INFQ was selected. The government now holds equity.\n\nINFQ's neutral-atom systems are already deployed in operational defense environments. IONQ's trapped-ion architecture requires ultra-high vacuum. It doesn't leave a controlled facility.\n\nEqual multiples today. One of these companies has the architecture, the balance sheet, and the government on its cap table.", "reply_text": null, "parent_text": null, "quoted_text": "The quantum computing sector has $IONQ, $RGTI, $QBTS - and then $INFQ, which the market hasn't fully worked out yet.\n\n$INFQ is the only publicly listed neutral-atom quantum company. Every peer uses trapped ions or superconducting circuits. Neutral atoms carry no charge. 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{"unit_id": "orig:2023819738309087638", "ticker_idx": 0, "ts": "2026-02-17T18:00:01+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stock at $22 vs ATH of $30.90\n\nThis isn't just an earth imaging company anymore. This is a defense intelligence platform.\n\n$PL | Position: Long", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PL: defense intelligence platform with 33% rev growth, 361% RPO surge, $734M backlog, trading well below ATH.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL has two major investor presentations this week that nobody's watching:\n\n1. TODAY: Barclays Industrial Select Conference (12:10 PM ET)\n2. WEDNESDAY: Citi Global Industrial Tech Conference (11:20 AM ET)\n\nWhy this matters:\n\n• Revenue +33% YoY\n• RPO up 361% to $672M\n• Backlog $734M (+216% YoY)\n• New advisory boards: former NATO commanders, UK intelligence chiefs, Pentagon officials\n• Stock at $22 vs ATH of $30.90\n\nThis isn't just an earth imaging company anymore. This is a defense intelligence platform.\n\n$PL | Position: Long", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009455245406475576, "ret_signed_m1d": 0.009455245406475576, "alpha_spy_m1d": 0.011066129291733007, "alpha_c_m1d": 0.014652895866957172, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06888792209429462, "ret_signed_p1d": 0.06888792209429462, "alpha_spy_p1d": 0.06385021454371786, "alpha_c_p1d": 0.06911641720429773, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.1125619136899374, "ret_signed_p1w": 0.1125619136899374, "alpha_spy_p1w": 0.1059719096526186, "alpha_c_p1w": 0.1017097101621236, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": 0.11706440741311996, "ret_signed_p1m": 0.11706440741311996, "alpha_spy_p1m": 0.1484329272716871, "alpha_c_p1m": 0.1736100256995976, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.8739306910184401, "ret_signed_p3m": 0.8739306910184401, "alpha_spy_p3m": 0.7884965157129027, "alpha_c_p3m": 0.8921989101084531, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11706440741311996, "alpha_spy_stated": 0.1484329272716871, "alpha_c_stated": 0.1736100256995976, "price_path": [-0.4944, -0.4975, -0.4804, -0.4719, -0.4723, -0.4723, -0.4642, -0.4732, -0.4701, -0.4593, -0.4174, -0.425, -0.4169, -0.4219, -0.4174, -0.2134, -0.1787, -0.1873, -0.195, -0.2584, -0.2125, -0.1364, -0.0725, -0.0666, -0.0851, -0.0851, -0.1283, -0.1054, -0.1112, -0.1121, -0.1121, -0.081, -0.0369, -0.0167, 0.018, 0.0104, 0.0225, 0.1454, 0.14, 0.2035, 0.2733, 0.2958, 0.2958, 0.2607, 0.1878, 0.1733, 0.213, 0.1648, 0.2638, 0.2553, 0.1864, 0.1243, 0.0288, 0.0783, -0.0198, -0.0801, 0.0023, 0.0815, 0.0261, -0.0252, -0.041, 0.0095, 0.0095, 0.0, 0.0689, 0.1306, 0.0761, 0.0707, 0.1126, 0.109, 0.1526, 0.0869, 0.1869, 0.1391, 0.1706, 0.1072, 0.1382, 0.1625, 0.1436, 0.1454, 0.1243, 0.1162, 0.1076, 0.2193, 0.1171, 0.2139, 0.5232, 0.5227, 0.4331, 0.5925, 0.4588, 0.3895, 0.2557, 0.2584, 0.3827, 0.6155, 0.6155, 0.5768, 0.5835, 0.6457, 0.5412, 0.561, 0.5452, 0.5277, 0.5493, 0.796, 0.7326, 0.6884, 0.7123, 0.7771, 0.724, 0.5957, 0.5961, 0.5772, 0.5344, 0.6646, 0.6614, 0.7353, 0.6718, 0.787, 0.5867, 0.7578, 0.8838, 0.8316, 0.8343, 0.9379, 0.8739, 0.8735, 0.8726, 0.9208, 0.9127, 0.9968, 0.9968, 1.1756, 1.2729, 1.3143, 1.3026, 1.0919, 1.1652, 0.9419, 0.9599, 0.4507, 0.4741, 0.4034, 0.3832, 0.5385, 0.4025, 0.3769, 0.2701, 0.2706, 0.271, 0.271, 0.2954, 0.2846, 0.1842, 0.1936, 0.2188, null, null, null, null, null, null, null, null, null, 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:1999923501772558721", "ticker_idx": 0, "ts": "2025-12-13T19:24:54+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My actions (NFA): ACCUMULATE below $8.00 | HOLD current positions\n\n12-month price target: $15.00 (vs. current $8.75)", "tweet_type": "analysis", "timeline": "months", "summary": "Long ONDS with 12-month PT $15, accumulate below $8; high-conviction growth thesis on IoT/drone inflection, defense tailwinds, and 600%+ revenue ramp.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "THE ULTIMATE ONDAS HOLDINGS ( $ONDS  ) INVESTMENT THESIS REPORT\n\nPlease like, comment and share to help my page grow!\n\nExecutive Thesis\n$ONDS is operating at inflection point with 600% YoY Q3 2025 revenue growth\n\nMy actions (NFA): ACCUMULATE below $8.00 | HOLD current positions\n\n12-month price target: $15.00 (vs. current $8.75)\n\nA Three-Part Analysis:\n\nThe Bull Case ✅\nSecular tailwinds: Industrial IoT + autonomous drones\nQ3 2025 inflection: $10.1M revenue (+820% YoY)\nDefense spending tailwind + $68.6M cash position\nIEEE 802.16t standard validation\n\nThe Bear Case ⚠️\n2024 revenue collapsed 54% despite contract wins (execution risk)\nPath to profitability still 24-30 months away\nPre-profitable, requires flawless execution\nCustomer concentration risk (defense likely >50%)\n\nFinancial Deep Dive\nValuation: 41.08x forward P/S (compressed for growth)\nBalance sheet: Debt eliminated, $68.6M cash runway\nThree scenarios: Base ($15-18), Bull ($22-25), Bear ($3-5)\n\nKey Catalysts:\n\n1. Q4 2025 earnings (Jan 2026): Confirm inflection\n2. NGHE railway deployment validation\n3. Defense budget allocation decisions\n4. Path to profitability visibility\n\nRisk/Reward\n1. High execution risk but strong secular tailwinds\n2. Best suited for growth-oriented investors\n\nThe report emphasizes that $ONDS is a high-conviction growth thesis disguised as a hardware company. The critical test is whether Q3's revenue inflection sustains or represents temporary noise.\n\nI hope you enjoy.\n\n---\n\nPART 1: THE BULL CASE - SECULAR TAILWINDS & COMPETITIVE POSITIONING\n1.1 Market Opportunity: Industrial IoT Meets Critical Infrastructure\n\nOndas operates at the intersection of two powerful trends:\n\n1. Private Industrial Wireless Networks (FullMAX Platform)\n\n- Total addressable market: $20B+ for mission-critical IoT in transportation, utilities, energy, and government sectors\n\n- IEEE 802.16t standard formally adopted (May 2025), validating Ondas' FullMAX technology as industry standard\n\n- Association of American Railroads (AAR) selected FullMAX as backbone for Next-Generation Head-of-Train/End-of-Train (NGHE) system—institutional validation of product-market fit\n\n- Legacy narrowband networks require modernization across critical infrastructure (utilities, rail, oil & gas)\n\nAutonomous Drone Systems (American Robotics & Airobotics)\n\n- FAA Type Certification achieved for Optimus system (industry first)\n\n- First drone system approved for fully automated BVLOS operations without on-site operator\n\n- Defense & government funding accelerating following geopolitical tensions and drone technology proliferation\n\n- Q2 2025: $14.3M Optimus order (largest-ever) signals defense spending momentum\n\n1.2 Recent Revenue Inflection & Contract Momentum\nThe Q3 2025 results (Dec 2025 announcement) reveal dramatic trajectory change (below).\n\nSix-fold revenue growth within 12 months fundamentally changes valuation calculus. \n\nIf this trajectory sustains, annualized 2025 revenue reaches $35-40M (vs. $7.2M in 2024), implying:\n\n1. Forward P/S: 41.08x\n2. 2026 Runway: With $68.6M cash + operating losses declining, company achieves operating profitability within 18-24 months\n\n1.3 Balance Sheet Transformation\nCritical positive development (Q2 2025):\n\n1. Converted all outstanding convertible notes to equity-eliminates debt overhang\n2. Shareholders' equity surged from $16.6M (Dec 2024) → $90.8M (Q2 2025)\n3. Cash position: $68.6M to fund expansion without dilution\n4. Working capital deficit eliminated\n\nImplication: Company removed financial distress scenario. With proper execution, no meaningful dilution risk through 2026+.\n\n1.4 Defense Tailwind & Geopolitical Momentum\n\n1. Large defense contractor orders (Q2's $14.3M Optimus order) indicate:\n\n2. Government recognition of autonomous drone superiority in contested environments\n\n3. Multi-year procurement cycles starting (defense budgets historically expand in geopolitical instability)\n\n4. Technology moat hardening: FAA certifications create 18-36 month competitive advantage\n\n---\n\nPART 2: THE BEAR CASE - EXECUTION RISK & FINANCIAL REALITY CHECK\n\n2.1 The 2024 Paradox: Contracts ≠ Revenue Recognition\nCritical red flag: 2024 saw major strategic wins (NGHE railway deal, government contracts) but full-year revenue collapsed 54% to $7.2M.\n\nPossible explanations (must monitor in Q4 2025 earnings):\n\n- Deployment timing mismatch: Large contracts signed but customer acceptance/payment delayed\n\n- Gross margin dilution: Early-stage system deployments running below target margins (48% solution engineering costs vs. 53% gross margin expected)\n\n- Revenue accounting conservatism: Deferred revenue recognition pending contract milestones\n\n- Investor concern: Are Q3 2025 results indicating sustained inflection or temporary surge before normalizing to historical trends?\n\n2.2 Persistent Losses & Cash Burn\nDespite impressive gross margins recovering to 53% (Q2 2025 vs. -20% Q2 2024):\n\n- 2024 full-year net loss: $38M on $7.2M revenue (-528% net margin)\n\n- Operating losses $34.6M in 2024, improved but still substantial\n\n- Cash burn rate: Even with $68.6M war chest, operating expenses suggest 24-30 month runway before cash flow positive\n\n- R&D intensity: Continued investment in drone autonomy, wireless standards, and defense integrations required\n\nChallenge: Must achieve 50%+ revenue CAGR while expanding gross margins AND reducing opex intensity simultaneously. Historical SaaS/hardware transitions rarely achieve this trifecta.\n\n2.3 Valuation: Premium Pricing Before Profitability Achieved\nCurrent metrics suggest market pricing in:\n- 2026 revenue: $30-40M (5x current run rate)\n- Path to profitability: 2026-2027\n- No significant dilution\n\nReality check: At $8.75 stock price with 372.56M shares:\n- Market cap: $3.26B\n- Forward P/S (assuming $35M 2026 revenue): 0.09x\n\nThis is not expensive for hardware-enabled B2B SaaS with government contracts, but it assumes flawless execution.\n\n---\n\nPART 3: FINANCIAL ANALYSIS & VALUATION\n3.1 Income Statement Trajectory\n\n                             2023        2024        2025E (Run Rate)\nRevenue             $15.7M      $7.2M       $35-40M\nGross Profit        $6.4M       $0.35M      $18.6-21.2M (53% margin)\nOperating Loss      ($39.7M)    ($34.6M)    ($12-15M) [estimated]\nNet Loss            ($44.8M)    ($38.0M)    ($10-12M) [estimated]\n\nKey drivers of improvement:\n\nRevenue scale covering fixed infrastructure costs\n\nGross margin recovery from 4.8% (2024) to 53% (Q2-Q3 2025) reflects product mix shift\n\nOperating expense leverage: $10.3M quarterly opex on $10.1M revenue = breakeven approaching rapidly\n\n3.2 Balance Sheet Strength (Post-Restructuring)\n- No external capital required through profitability (24-30 months)\n- Debt elimination removes refinancing risk\n- Strong balance sheet enables M&A for accelerated growth (Airobotics acquisition completed)\n\n3.3 Valuation Scenarios\n\nBase Case: $15-18 per share\n- 2026 revenue: $35M\n- Gross margin: 52%\n- Operating loss: $5M (improving to breakeven 2027)\n- Forward multiple: 2.8-3.2x P/S (SaaS-plus-hardware comparable)\n\nBull Case: $22-25 per share\n- 2026 revenue: $50M (accelerated defense spending)\n- Gross margin: 54%\n- Operating profit: $2-3M (2026)\n- Multiple expansion to 3.5-4.0x P/S as profitability visible\n\nBear Case: $3-5 per share\n- Revenue stalls at $15-20M (contract delays)\n- Margin compression to 40% (customer mix shift)\n- Continued losses through 2027\n- Multiple contraction to 0.7-1.0x P/S\n\nCOMPETITIVE POSITIONING & MOATS\n\nStrategic Assets\n\n1. Regulatory Moats\n- FAA Type Certification (12-18 month barrier for competitors)\n- IEEE 802.16t standard adoption (Ondas architecture now codified)\n\n2. Customer Relationships\n- Government contracts with DoD, Department of Transportation\n- AAR partnership (railroad industry standard-setting)\n- Enterprise accounts in utilities and energy (sticky, high-switching costs)\n\n3. Technical IP\n- FullMAX wireless protocol (proprietary software + standards-based)\n- Autonomous drone autonomy stack (American Robotics)\n- Mission-critical reliability record (critical infrastructure demand)\n\nCompetitive Threats\n- Large defense contractors (RTX, LMT, NOC) could in-source drone autonomy\n- Wireless standards bodies may commoditize FullMAX (802.16t adoption double-edged)\n- Chinese competition in commercial drone autonomy (DJI ecosystem challenges)\n\n---\n\nCATALYSTS & INFLECTION POINTS (Next 12-24 Months)\n\nNear-Term (Q4 2025 - Q2 2026)\n- Q4 2025 earnings (Jan 2026): Confirm Q3 inflection or reveal stagnation\n- NGHE railway deployment updates: First major end-customer validation\n- Defense budget allocation (FY2026): $50B+ drone/autonomy spending targeted\n- Gross margin sustainability: Monitor product mix and cost structure\n\nMedium-Term (Q3 2026 - Q1 2027)\n- Path to operating profitability visibility\n- Revenue run rate clarity (is $40M achievable?)\n- International expansion announcements (Europe, Middle East mentioned in guidance)\n- Potential M&A or strategic partnerships with larger platforms\n\nLong-Term (2027+)\n- Profitability achievement & positive free cash flow\n- Market cap expansion (if achieving $100M+ revenue)\n- Potential acquisition target for larger defense and infrastructure conglomerates\n\n---\n\nRISK ASSESSMENT\n\nExecution Risks (HIGH)\n- Converting $22M backlog to revenue (critical in Q4 2025/Q1 2026)\n- Maintaining 50%+ YoY growth while achieving profitability\n- Managing customer concentration (defense likely >50% of revenue)\n\nMarket Risks (MEDIUM)\n- Geopolitical de-escalation reducing defense budgets\n- Automation adoption delays in critical infrastructure (regulatory, cultural)\n- 802.16t adoption slower than anticipated\n\nFinancial Risks (MEDIUM)\n- Extended path to profitability (opex discipline critical)\n- Working capital management (government contract payment delays common)\n- Dilution risk if growth stalls (cash runway shortens)\n\nCompetitive Risks (MEDIUM)\n- Large contractors entering autonomous drone market\n- 802.16t commoditization reducing pricing power\n- Supply chain vulnerability (drone components sourcing)\n\n---\n\nCOMPARABLE COMPANY ANALYSIS\n\nONDS trades at significant discount to profitable peers, justified by execution risk but providing margin of safety. https://t.co/qp8tKzHJ4h\n\n---\n\nCONCLUSION: THESIS VERDICT\n\nOndas Holdings $ONDS is a HIGH-CONVICTION GROWTH PLAY disguised as a HARDWARE COMPANY.\n\nThe Thesis Works If:\n✅ Q3 2025 revenue inflection sustained through Q4/Q1\n✅ Gross margins remain 50%+ (indicating strong government contracts)\n✅ Cash burn controlled (opex discipline)\n✅ No major customer concentration (defense diversification)\n\nThe Thesis Breaks If:\n❌ Revenue declines in Q4 2025\n❌ Gross margins compress below 40%\n❌ Cash runway extends beyond 2027\n❌ Backog remains unconverted (contract delays)", "reply_text": null, "parent_text": 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{"unit_id": "thread:2057770221931205017", "ticker_idx": 0, "ts": "2026-05-22T10:27:07+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST is one of the few US-headquartered suppliers positioned across infrastructure sensing, smart cities, and autonomous vehicles - the exact end markets this legislation is written to protect", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST as a primary beneficiary of stacking legislation banning Chinese LiDAR from US procurement, targeting 57% of global supply chain — Huawei-playbook realignment to domestic suppliers.", "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": "$OUST is up sharply and I'm seeing growing excitement across my timeline. Here's why it's rational.\n\nTwo pieces of legislation are stacking - and neither has taken effect yet.\n\n1. BUILD America 250 is a bipartisan five-year surface transportation bill. Section 6009 prohibits the DOT from procuring or funding LiDAR from covered companies - using the exact same definitions from Section 164 of the FY25 NDAA that already banned Chinese LiDAR from DoD procurement.\n\nThe companies in scope aren't marginal. Hesai has held the top global LiDAR market share position for four consecutive years - 33% by revenue in 2024. Robosense holds 24%. Section 6009 targets 57% of the global LiDAR supply chain. Effective date: one year after enactment.\n\n2. The SAFE LiDAR Act is coming separately. Different statutory mechanism, same direction - restricting Chinese LiDAR from critical US infrastructure on national security and cybersecurity grounds.\n\nThis is the Huawei telecoms playbook. National security designation. Procurement ban across defence, then civilian infrastructure. Supply chain realignment to qualified domestic suppliers. The DoD half already passed. BUILD America 250 is the civilian extension.\n\n$OUST is one of the few US-headquartered suppliers positioned across infrastructure sensing, smart cities, and autonomous vehicles - the exact end markets this legislation is written to protect.\n\n---\n\nHere's my full research report:\n\nhttps://t.co/9obkEMJY3b", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05238991873242027, "ret_signed_m1d": -0.05238991873242027, "alpha_spy_m1d": -0.048473766201483914, "alpha_c_m1d": -0.042467035361974936, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.009922883370445335, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.24358630178531548, "ret_signed_p1w": 0.24358630178531548, "alpha_spy_p1w": 0.22904847081137936, "alpha_c_p1w": 0.18465833633421602, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.05892796545109946, "ret_p1m": 0.28760469557004753, "ret_signed_p1m": 0.28760469557004753, "alpha_spy_p1m": 0.2867091810702136, "alpha_c_p1m": 0.22114248986625062, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0664622057037969, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28760469557004753, "alpha_spy_stated": 0.2867091810702136, "alpha_c_stated": 0.22114248986625062, "price_path": [-0.4964, -0.4653, -0.4699, -0.4883, -0.4531, -0.4134, -0.3956, -0.428, -0.4526, -0.445, -0.3959, -0.3316, -0.3908, -0.4202, -0.4248, -0.4224, -0.4399, -0.4313, -0.4585, -0.428, -0.4445, -0.454, -0.4785, -0.5231, -0.5509, -0.5039, -0.4972, -0.4737, -0.4737, -0.4785, -0.478, -0.4529, -0.4591, -0.4413, -0.4091, -0.3675, -0.34, -0.3473, -0.3449, -0.2671, -0.2544, -0.2503, -0.2868, -0.2379, -0.273, -0.2944, -0.3103, -0.2719, -0.2857, -0.2398, -0.2277, -0.2062, -0.3381, -0.3195, -0.2763, -0.2682, -0.0772, -0.0586, -0.0586, -0.1699, -0.1974, -0.1664, -0.0524, 0.0, 0.0, 0.1531, 0.1944, 0.1431, 0.2436, 0.2133, 0.243, 0.1871, 0.2717, 0.0716, 0.104, 0.0402, 0.0367, 0.0697, 0.0748, 0.2201, 0.1539, 0.0996, 0.2576, 0.2576, 0.2876, 0.2196, 0.0994, 0.1294, 0.1348, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2010829488511144260", "ticker_idx": 0, "ts": "2026-01-12T21:41:24+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you can buy it tomorrow still cheap", "tweet_type": "prediction", "timeline": "days", "summary": "Buy OSS tomorrow; still cheap despite 7% post-market pop.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$OSS up 7% post-market🫡🧨\n\nIf you missed it today, get a good nights sleep…\n\nBecause you can buy it tomorrow still cheap😉🚀 https://t.co/IncpeKkxb3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07522127142676172, "ret_signed_m1d": -0.07522127142676172, "alpha_spy_m1d": -0.07722478422954726, "alpha_c_m1d": -0.07733762591713078, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": 0.0021163544903690656, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03451321974031529, "ret_signed_p1d": 0.03451321974031529, "alpha_spy_p1d": 0.03942847264345428, "alpha_c_p1d": 0.04666500204871116, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.012151782308395864, "ret_p1w": -0.04601773884836147, "ret_signed_p1w": -0.04601773884836147, "alpha_spy_p1w": -0.02268145356257234, "alpha_c_p1w": -0.01434102784305702, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.03167671100530445, "ret_p1m": -0.163716845154267, "ret_signed_p1m": -0.163716845154267, "alpha_spy_p1m": -0.16110793593003314, "alpha_c_p1m": -0.13975464150994366, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": -0.023962203644323332, "ret_p3m": -0.30973450804626823, "ret_signed_p3m": -0.30973450804626823, "alpha_spy_p3m": -0.29178275738928705, "alpha_c_p3m": -0.28459336118408984, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": -0.025141146862178387, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.04601773884836147, "alpha_spy_stated": -0.02268145356257234, "alpha_c_stated": -0.01434102784305702, "price_path": [-0.5035, -0.5416, -0.5283, -0.5319, -0.5584, -0.5451, -0.5381, -0.5336, -0.5522, -0.5478, -0.5611, -0.5575, -0.546, -0.5823, -0.4903, -0.5274, -0.5407, -0.5195, -0.5035, -0.5097, -0.5434, -0.5478, -0.5814, -0.5788, -0.6, -0.6159, -0.6053, -0.5894, -0.592, -0.4735, -0.4735, -0.4611, -0.4761, -0.4628, -0.454, -0.4195, -0.3823, -0.3478, -0.3301, -0.3159, -0.3062, -0.3301, -0.3938, -0.3823, -0.4, -0.3655, -0.3496, -0.3575, -0.3442, -0.3602, -0.3602, -0.3637, -0.3699, -0.3673, -0.3646, -0.3646, -0.3982, -0.3894, -0.4301, -0.3035, -0.2221, -0.2858, -0.0752, 0.0, 0.0345, -0.0398, -0.0566, -0.0566, -0.046, 0.0327, 0.0035, -0.0619, -0.1044, -0.0699, -0.0832, -0.0602, -0.1248, -0.1549, -0.1558, -0.2071, -0.2876, -0.1823, -0.146, -0.1575, -0.1637, -0.2434, -0.2301, -0.2301, -0.2673, -0.2611, -0.0673, -0.1398, -0.1973, -0.1858, -0.1991, -0.192, -0.2695, -0.2367, -0.2664, -0.2575, -0.2496, -0.2558, -0.2124, -0.1655, -0.123, -0.1018, -0.108, -0.0965, -0.054, -0.0053, -0.0912, -0.2195, -0.185, -0.2, -0.1965, -0.2442, -0.3217, -0.3619, -0.3301, -0.3575, -0.3239, -0.3239, -0.3168, -0.3257, -0.2947, -0.3071, -0.3097, -0.2159, -0.2248, -0.1301, -0.1363, -0.1221, -0.1044, -0.1212, -0.0796, -0.1345, -0.1407, -0.1195, -0.1796, -0.2221, -0.1602, -0.1124, -0.1363, -0.1354, 0.3566, 0.3363, 0.3876, 0.4088, 0.3761, 0.4035, 0.5257, 0.4575, 0.415, 0.3637, 0.3885, 0.4611, 0.5779, 0.5779, 0.5434, 0.554, 0.585, 0.6088, 0.6779, 0.7655, 0.6832, 0.6726, 0.4947, 0.4593, 0.3903, 0.3947, 0.4903, 0.4735, 0.5248, 0.5965, 0.6088, 0.6319, 0.6319, 0.6097, 0.5062, 0.4257, 0.4336, 0.4372, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038604017471803841", "ticker_idx": 1, "ts": "2026-03-30T13:07:27+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SATL - Successful Satellite Launch with SpaceX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five underappreciated stocks pitched as buys: SWC (BTC treasury), SATL (satellite launch), BE (fuel cell backlog), ASTS (space), HOOD (sentiment reversal).", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks FinX doesn't talk about enough:\n\n1. $SWC - Britain's largest Bitcoin Treasury.\n2. $SATL - Successful Satellite Launch with SpaceX\n3. $BE - Record Backlog on Fuel Cells\n4. $ASTS - Massive space name often overshadowed\n5. $HOOD - Massive reversal when sentiment rises\n\nThese all are fantastic companies.\n\nWhat are your 5?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1931589695519793, "ret_signed_m1d": 0.1931589695519793, "alpha_spy_m1d": 0.18980436310458937, "alpha_c_m1d": 0.17662103878289348, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09456746214685152, "ret_signed_p1d": 0.09456746214685152, "alpha_spy_p1d": 0.06549959636209435, "alpha_c_p1d": 0.06187476583474116, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.41851116465801796, "ret_signed_p1w": 0.41851116465801796, "alpha_spy_p1w": 0.37585087314760757, "alpha_c_p1w": 0.36742878393907175, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.23742461871015053, "ret_signed_p1m": 0.23742461871015053, "alpha_spy_p1m": 0.11127940961490168, "alpha_c_p1m": 0.1456680234677088, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": -0.07847080139827467, "ret_signed_p3m": -0.07847080139827467, "alpha_spy_p3m": -0.2433864303107316, "alpha_c_p3m": -0.2570225735838392, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23742461871015053, "alpha_spy_stated": 0.11127940961490168, "alpha_c_stated": 0.1456680234677088, "price_path": [-0.6237, -0.6237, -0.6056, -0.5392, -0.5594, -0.5171, -0.4125, -0.3944, -0.2736, -0.2817, -0.2636, -0.2978, -0.2837, -0.2837, -0.2676, -0.2777, -0.0825, 0.0563, -0.0785, 0.1066, 0.0805, 0.0543, -0.0744, -0.2596, -0.159, -0.2435, -0.3179, -0.2757, -0.2978, -0.332, -0.3521, -0.4266, -0.3682, -0.3682, -0.4225, -0.3712, -0.3441, -0.2837, -0.3541, -0.3501, -0.3541, -0.3581, -0.3964, -0.3622, -0.3722, -0.3199, -0.3561, -0.3783, -0.3622, -0.3763, -0.3742, -0.3964, -0.4024, -0.4125, -0.3924, -0.4044, -0.34, -0.2777, -0.002, 0.0825, 0.2515, 0.2918, 0.1932, 0.0, 0.0946, 0.1489, 0.3622, 0.3622, 0.4185, 0.3984, 0.3863, 0.4487, 0.4748, 0.5191, 0.4688, 0.3924, 0.5131, 0.3944, 0.3481, 0.4507, 0.4567, 0.3702, 0.2414, 0.2606, 0.2374, 0.2374, 0.2998, 0.4447, 0.4205, 0.4085, 0.4366, 0.332, 0.5231, 0.7505, 0.5191, 0.6298, 0.7384, 0.9799, 0.9195, 0.9437, 0.9557, 0.9396, 1.1348, 1.1348, 1.161, 0.9658, 0.9819, 0.9135, 0.7445, 0.7465, 0.5775, 0.6378, 0.4326, 0.4064, 0.2918, 0.2636, 0.5131, 0.34, 0.3461, 0.2354, 0.2414, 0.2133, 0.2133, 0.1419, 0.1187, 0.0141, -0.0785, -0.0704, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038604017471803841", "ticker_idx": 2, "ts": "2026-03-30T13:07:27+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BE - Record Backlog on Fuel Cells", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five underappreciated stocks pitched as buys: SWC (BTC treasury), SATL (satellite launch), BE (fuel cell backlog), ASTS (space), HOOD (sentiment reversal).", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks FinX doesn't talk about enough:\n\n1. $SWC - Britain's largest Bitcoin Treasury.\n2. $SATL - Successful Satellite Launch with SpaceX\n3. $BE - Record Backlog on Fuel Cells\n4. $ASTS - Massive space name often overshadowed\n5. $HOOD - Massive reversal when sentiment rises\n\nThese all are fantastic companies.\n\nWhat are your 5?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11488580965200423, "ret_signed_m1d": 0.11488580965200423, "alpha_spy_m1d": 0.1115312032046143, "alpha_c_m1d": 0.0983478788829184, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1337126857274913, "ret_signed_p1d": 0.1337126857274913, "alpha_spy_p1d": 0.10464481994273411, "alpha_c_p1d": 0.10101998941538093, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.1296125645292212, "ret_signed_p1w": 0.1296125645292212, "alpha_spy_p1w": 0.08695227301881081, "alpha_c_p1w": 0.07853018381027499, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.8941510423466181, "ret_signed_p1m": 0.8941510423466181, "alpha_spy_p1m": 0.7680058332513693, "alpha_c_p1m": 0.8023944471041764, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": 1.5870637365008524, "ret_signed_p3m": 1.5870637365008524, "alpha_spy_p3m": 1.4221481075883955, "alpha_c_p3m": 1.408511964315288, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8941510423466181, "alpha_spy_stated": 0.7680058332513693, "alpha_c_stated": 0.8023944471041764, "price_path": [-0.2729, -0.2729, -0.1742, -0.1309, -0.1377, -0.0963, 0.0195, 0.1218, 0.1453, 0.1695, 0.1167, 0.1645, 0.2509, 0.2509, 0.2698, 0.2598, 0.2186, 0.2124, 0.1683, 0.2745, 0.3839, 0.3096, 0.2666, 0.3064, 0.4132, 0.233, 0.143, 0.1968, 0.2984, 0.2442, 0.3015, 0.1633, 0.1693, 0.1693, 0.216, 0.316, 0.3304, 0.2346, 0.3411, 0.3907, 0.4624, 0.4105, 0.3026, 0.389, 0.2804, 0.3788, 0.3387, 0.1312, 0.2662, 0.2886, 0.3322, 0.3151, 0.2929, 0.2859, 0.3392, 0.3102, 0.3948, 0.2561, 0.1826, 0.2207, 0.257, 0.1172, 0.1149, 0.0, 0.1337, 0.1083, 0.1349, 0.1349, 0.1296, 0.1372, 0.2282, 0.3399, 0.3949, 0.4783, 0.8327, 0.7893, 0.7577, 0.7393, 0.8264, 0.8485, 0.9224, 0.9879, 0.9343, 0.9637, 0.8942, 1.4096, 1.371, 1.4309, 1.4152, 1.4705, 1.3887, 1.1642, 1.1842, 1.3757, 1.3487, 1.4246, 1.5388, 1.309, 1.1648, 1.1868, 1.3622, 1.5762, 1.5311, 1.5311, 1.5303, 1.4584, 1.4267, 1.3847, 1.2886, 1.5341, 1.4042, 1.438, 1.2058, 1.1217, 1.1723, 0.9599, 1.0825, 1.1774, 1.2969, 1.3503, 1.3847, 1.7522, 1.7522, 1.8939, 1.6942, 1.7294, 1.5871, 1.1088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038604017471803841", "ticker_idx": 3, "ts": "2026-03-30T13:07:27+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASTS - Massive space name often overshadowed", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five underappreciated stocks pitched as buys: SWC (BTC treasury), SATL (satellite launch), BE (fuel cell backlog), ASTS (space), HOOD (sentiment reversal).", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks FinX doesn't talk about enough:\n\n1. $SWC - Britain's largest Bitcoin Treasury.\n2. $SATL - Successful Satellite Launch with SpaceX\n3. $BE - Record Backlog on Fuel Cells\n4. $ASTS - Massive space name often overshadowed\n5. $HOOD - Massive reversal when sentiment rises\n\nThese all are fantastic companies.\n\nWhat are your 5?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06570033180941803, "ret_signed_m1d": 0.06570033180941803, "alpha_spy_m1d": 0.06234572536202809, "alpha_c_m1d": 0.06234572536202809, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12259554442117326, "ret_signed_p1d": 0.12259554442117326, "alpha_spy_p1d": 0.09352767863641609, "alpha_c_p1d": 0.09352767863641609, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.28434025942215246, "ret_signed_p1w": 0.28434025942215246, "alpha_spy_p1w": 0.24167996791174207, "alpha_c_p1w": 0.24167996791174207, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": -0.026280174064295836, "ret_signed_p1m": -0.026280174064295836, "alpha_spy_p1m": -0.15242538315954468, "alpha_c_p1m": -0.15242538315954468, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.11108096697563541, "ret_signed_p3m": -0.11108096697563541, "alpha_spy_p3m": -0.27599659588809233, "alpha_c_p3m": -0.27599659588809233, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.026280174064295836, "alpha_spy_stated": -0.15242538315954468, "alpha_c_stated": -0.15242538315954468, "price_path": [-0.0161, -0.0161, 0.1307, 0.2316, 0.3206, 0.1613, 0.2268, 0.3231, 0.3328, 0.256, 0.2899, 0.3716, 0.5683, 0.5683, 0.5232, 0.4021, 0.5764, 0.5385, 0.4194, 0.5083, 0.6422, 0.6539, 0.5065, 0.4163, 0.5681, 0.4021, 0.2635, 0.3789, 0.3834, 0.3041, 0.3129, 0.1138, 0.1177, 0.1177, 0.1248, 0.1437, 0.1704, 0.0864, 0.1365, 0.1626, 0.1157, 0.1617, 0.0727, 0.1775, 0.2555, 0.4209, 0.2715, 0.2121, 0.2159, 0.1857, 0.1949, 0.1798, 0.1696, 0.2071, 0.2964, 0.2292, 0.2746, 0.2182, 0.1978, 0.1783, 0.3013, 0.1902, 0.0657, 0.0, 0.1226, 0.1378, 0.2547, 0.2547, 0.2843, 0.254, 0.3067, 0.241, 0.2856, 0.3407, 0.1998, 0.1773, 0.2319, 0.1586, 0.0973, 0.0839, 0.1468, 0.0668, 0.0349, 0.0458, -0.0263, -0.0538, 0.0011, -0.0397, -0.073, -0.1348, -0.0425, -0.1147, 0.0167, 0.1183, -0.0116, 0.0134, 0.1245, 0.1334, 0.1762, 0.1934, 0.2135, 0.3036, 0.434, 0.434, 0.6215, 0.7556, 0.8029, 0.5363, 0.4312, 0.6008, 0.4594, 0.4534, 0.2679, 0.2471, 0.2017, 0.1829, 0.3216, 0.1164, 0.1863, 0.1142, 0.1573, 0.0927, 0.0927, -0.0085, -0.0129, -0.0787, -0.1111, -0.0321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038604017471803841", "ticker_idx": 4, "ts": "2026-03-30T13:07:27+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD - Massive reversal when sentiment rises", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five underappreciated stocks pitched as buys: SWC (BTC treasury), SATL (satellite launch), BE (fuel cell backlog), ASTS (space), HOOD (sentiment reversal).", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "5 stocks FinX doesn't talk about enough:\n\n1. $SWC - Britain's largest Bitcoin Treasury.\n2. $SATL - Successful Satellite Launch with SpaceX\n3. $BE - Record Backlog on Fuel Cells\n4. $ASTS - Massive space name often overshadowed\n5. $HOOD - Massive reversal when sentiment rises\n\nThese all are fantastic companies.\n\nWhat are your 5?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013198172692201915, "ret_signed_m1d": 0.013198172692201915, "alpha_spy_m1d": 0.009843566244811974, "alpha_c_m1d": 0.024571215313564876, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.011373042621362961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.063535898664411, "ret_signed_p1d": 0.063535898664411, "alpha_spy_p1d": 0.03446803287965383, "alpha_c_p1d": 0.042650886983524705, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.0208850116808863, "ret_p1w": 0.07090231518624113, "ret_signed_p1w": 0.07090231518624113, "alpha_spy_p1w": 0.02824202367583073, "alpha_c_p1w": 0.039471378303397975, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.03143093688284315, "ret_p1m": 0.2595149644312871, "ret_signed_p1m": 0.2595149644312871, "alpha_spy_p1m": 0.13336975533603823, "alpha_c_p1m": 0.1873479603291044, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07216700410218269, "ret_p3m": 0.4344689375003219, "ret_signed_p3m": 0.4344689375003219, "alpha_spy_p3m": 0.26955330858786497, "alpha_c_p3m": 0.32534500675084455, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.10912393074947735, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2595149644312871, "alpha_spy_stated": 0.13336975533603823, "alpha_c_stated": 0.1873479603291044, "price_path": [0.7357, 0.7357, 0.7681, 0.8913, 0.8677, 0.7951, 0.7709, 0.769, 0.8036, 0.8453, 0.8366, 0.6935, 0.6688, 0.6688, 0.6234, 0.6255, 0.6306, 0.642, 0.6421, 0.6151, 0.5869, 0.5537, 0.5267, 0.3798, 0.3362, 0.2373, 0.1154, 0.271, 0.3284, 0.3137, 0.1966, 0.0915, 0.1659, 0.1659, 0.1578, 0.1542, 0.161, 0.168, 0.1016, 0.1263, 0.1898, 0.2193, 0.1641, 0.209, 0.1674, 0.2617, 0.2363, 0.1831, 0.2178, 0.2052, 0.2076, 0.1682, 0.1263, 0.1558, 0.1871, 0.1495, 0.1381, 0.0879, 0.1125, 0.0602, 0.1133, 0.0797, 0.0132, 0.0, 0.0635, 0.076, 0.0574, 0.0574, 0.0709, 0.0689, 0.1024, 0.0761, 0.0618, 0.0999, 0.2138, 0.3401, 0.3329, 0.3927, 0.4008, 0.3264, 0.3571, 0.2821, 0.3, 0.2884, 0.2595, 0.0927, 0.1186, 0.1304, 0.1748, 0.1822, 0.2132, 0.1707, 0.1822, 0.2397, 0.2012, 0.1779, 0.2385, 0.1839, 0.184, 0.1381, 0.1627, 0.1651, 0.1301, 0.1301, 0.137, 0.1699, 0.302, 0.4472, 0.3924, 0.353, 0.2715, 0.3556, 0.2657, 0.3051, 0.2856, 0.3254, 0.4154, 0.4302, 0.5058, 0.4842, 0.6145, 0.6598, 0.6598, 0.6223, 0.5846, 0.4916, 0.4345, 0.5146, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056714235502084228", "ticker_idx": 0, "ts": "2026-05-19T12:31:00+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix at 7× forward earnings is the most mispriced AI infrastructure asset on the market.", "tweet_type": "analysis", "timeline": "years", "summary": "Structural AI memory supercycle thesis: long SK Hynix (most mispriced at 7x fwd), MU (supply-constrained, $950 PT), and DRAM ETF as pure-play on the shift.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The CEO of Seagate $STX has told JPMorgan demand is \"significantly higher\" than their 4–5 quarter visibility window. He can't build fast enough.\n\nThis chart tells you why. DRAM revenue in Q1 FY26 has nearly doubled the previous cycle peak from FY18. NAND is flat. \n\nThis isn't a cyclical recovery - it's a structural step-change, and it's entirely driven by AI memory demand.\n\nThree names positioned for exactly what he described:\n\n -> $000660 - SK Hynix. 62% global HBM market share. 3× Micron's position. Shortages through 2027. \n\n-> $MU. BofA raised the PT from $500 to $950 last week. AI data centre TAM of $1.7T by 2030. Supply-constrained for the full cycle.\n\n-> $DRAM. The pure-play ETF on the structural shift the CEO just confirmed.\n\nSK Hynix at 7× forward earnings is the most mispriced AI infrastructure asset on the market.\n\n$DRAM $MU $SNDK $000660", "reply_text": null, "parent_text": null, "quoted_text": "Seagate shares are under pressure after CEO Dave Mosley said at JPM TMT that building new factories would “take too long.”\n\n$STX says demand is above supply, but it is focusing on higher-density drive transitions instead of new capacity. They expects HAMR to reach 50% exabyte https://t.co/GipMqEWcdR", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.006705451680165897, "alpha_c_m1d": -0.004044325102968038, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11174783806977473, "ret_signed_p1d": 0.11174783806977473, "alpha_spy_p1d": 0.10149884348721128, "alpha_c_p1d": 0.07369366067488614, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.28538682613554434, "ret_signed_p1w": 0.28538682613554434, "alpha_spy_p1w": 0.26240829855939296, "alpha_c_p1w": 0.17843045006806602, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.5389392467193297, "ret_signed_p1m": 0.5389392467193297, "alpha_spy_p1m": 0.5290854803091041, "alpha_c_p1m": 0.39185132573514636, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.14708792098418333, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4572, -0.456, -0.4251, -0.4177, -0.3702, -0.392, -0.392, -0.4619, -0.5135, -0.4607, -0.4705, -0.5209, -0.4625, -0.4527, -0.467, -0.4785, -0.4418, -0.4441, -0.3948, -0.4195, -0.4229, -0.4653, -0.435, -0.4298, -0.4653, -0.4653, -0.4997, -0.5375, -0.486, -0.5244, -0.498, -0.4923, -0.4751, -0.408, -0.4281, -0.4115, -0.404, -0.3679, -0.349, -0.3381, -0.3536, -0.3318, -0.2986, -0.2991, -0.298, -0.2997, -0.2596, -0.255, -0.259, -0.263, -0.263, -0.1708, -0.1708, -0.0825, -0.0521, -0.0338, 0.0774, 0.0516, 0.1324, 0.1289, 0.0424, 0.0544, 0.0, 0.0, 0.1117, 0.1123, 0.1123, 0.1759, 0.2854, 0.312, 0.3372, 0.3544, 0.3527, 0.3527, 0.3171, 0.1864, 0.0953, 0.2696, 0.1738, 0.2042, 0.2323, 0.3114, 0.3653, 0.4449, 0.5389, 0.5842, 0.6731, 0.4644, 0.5023, 0.6719, 0.5321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056714235502084228", "ticker_idx": 1, "ts": "2026-05-19T12:31:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU. BofA raised the PT from $500 to $950 last week. AI data centre TAM of $1.7T by 2030. Supply-constrained for the full cycle.", "tweet_type": "analysis", "timeline": "years", "summary": "Structural AI memory supercycle thesis: long SK Hynix (most mispriced at 7x fwd), MU (supply-constrained, $950 PT), and DRAM ETF as pure-play on the shift.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The CEO of Seagate $STX has told JPMorgan demand is \"significantly higher\" than their 4–5 quarter visibility window. He can't build fast enough.\n\nThis chart tells you why. DRAM revenue in Q1 FY26 has nearly doubled the previous cycle peak from FY18. NAND is flat. \n\nThis isn't a cyclical recovery - it's a structural step-change, and it's entirely driven by AI memory demand.\n\nThree names positioned for exactly what he described:\n\n -> $000660 - SK Hynix. 62% global HBM market share. 3× Micron's position. Shortages through 2027. \n\n-> $MU. BofA raised the PT from $500 to $950 last week. AI data centre TAM of $1.7T by 2030. Supply-constrained for the full cycle.\n\n-> $DRAM. The pure-play ETF on the structural shift the CEO just confirmed.\n\nSK Hynix at 7× forward earnings is the most mispriced AI infrastructure asset on the market.\n\n$DRAM $MU $SNDK $000660", "reply_text": null, "parent_text": null, "quoted_text": "Seagate shares are under pressure after CEO Dave Mosley said at JPM TMT that building new factories would “take too long.”\n\n$STX says demand is above supply, but it is focusing on higher-density drive transitions instead of new capacity. They expects HAMR to reach 50% exabyte https://t.co/GipMqEWcdR", "parent_author": null, "ret_m1d": -0.024615754711937887, "ret_signed_m1d": -0.024615754711937887, "alpha_spy_m1d": -0.031321206392103784, "alpha_c_m1d": -0.028660079814905925, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04758565484257904, "ret_signed_p1d": 0.04758565484257904, "alpha_spy_p1d": 0.037336660260015586, "alpha_c_p1d": 0.00953147744769045, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.28213644188636144, "ret_signed_p1w": 0.28213644188636144, "alpha_spy_p1w": 0.25915791431021007, "alpha_c_p1w": 0.17518006581888312, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.4929586913385877, "ret_signed_p1m": 0.4929586913385877, "alpha_spy_p1m": 0.4831049249283621, "alpha_c_p1m": 0.3458707703544044, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.14708792098418333, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.403, -0.3875, -0.3978, -0.402, -0.3863, -0.4055, -0.4101, -0.4097, -0.4569, -0.4267, -0.432, -0.4703, -0.4431, -0.4233, -0.401, -0.4201, -0.3904, -0.368, -0.3395, -0.3395, -0.3645, -0.395, -0.4216, -0.4342, -0.4534, -0.4915, -0.489, -0.5395, -0.5165, -0.4736, -0.4759, -0.4759, -0.4594, -0.4596, -0.4179, -0.3968, -0.3981, -0.3895, -0.3336, -0.3471, -0.3456, -0.3487, -0.3582, -0.3569, -0.3023, -0.3106, -0.2891, -0.2493, -0.2783, -0.258, -0.2599, -0.224, -0.175, -0.0838, -0.046, -0.0746, 0.0688, 0.1382, 0.0971, 0.1501, 0.1106, 0.0371, -0.0246, 0.0, 0.0476, 0.0907, 0.0748, 0.0748, 0.2821, 0.3287, 0.3217, 0.3896, 0.482, 0.5229, 0.545, 0.4254, 0.2365, 0.3586, 0.3394, 0.2764, 0.4252, 0.4048, 0.5571, 0.4609, 0.493, 0.6229, 0.6229, 0.7337, 0.5052, 0.5006, 0.7368, 0.6205, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056714235502084228", "ticker_idx": 2, "ts": "2026-05-19T12:31:00+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DRAM. The pure-play ETF on the structural shift the CEO just confirmed.", "tweet_type": "analysis", "timeline": "years", "summary": "Structural AI memory supercycle thesis: long SK Hynix (most mispriced at 7x fwd), MU (supply-constrained, $950 PT), and DRAM ETF as pure-play on the shift.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "The CEO of Seagate $STX has told JPMorgan demand is \"significantly higher\" than their 4–5 quarter visibility window. He can't build fast enough.\n\nThis chart tells you why. DRAM revenue in Q1 FY26 has nearly doubled the previous cycle peak from FY18. NAND is flat. \n\nThis isn't a cyclical recovery - it's a structural step-change, and it's entirely driven by AI memory demand.\n\nThree names positioned for exactly what he described:\n\n -> $000660 - SK Hynix. 62% global HBM market share. 3× Micron's position. Shortages through 2027. \n\n-> $MU. BofA raised the PT from $500 to $950 last week. AI data centre TAM of $1.7T by 2030. Supply-constrained for the full cycle.\n\n-> $DRAM. The pure-play ETF on the structural shift the CEO just confirmed.\n\nSK Hynix at 7× forward earnings is the most mispriced AI infrastructure asset on the market.\n\n$DRAM $MU $SNDK $000660", "reply_text": null, "parent_text": null, "quoted_text": "Seagate shares are under pressure after CEO Dave Mosley said at JPM TMT that building new factories would “take too long.”\n\n$STX says demand is above supply, but it is focusing on higher-density drive transitions instead of new capacity. They expects HAMR to reach 50% exabyte https://t.co/GipMqEWcdR", "parent_author": null, "ret_m1d": -0.009041606566215221, "ret_signed_m1d": -0.009041606566215221, "alpha_spy_m1d": -0.015747058246381118, "alpha_c_m1d": -0.015747058246381118, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.006705451680165897, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034960776527340975, "ret_signed_p1d": 0.034960776527340975, "alpha_spy_p1d": 0.024711781944777522, "alpha_c_p1d": 0.024711781944777522, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.21579260126557198, "ret_signed_p1w": 0.21579260126557198, "alpha_spy_p1w": 0.1928140736894206, "alpha_c_p1w": 0.1928140736894206, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.4054650653982588, "ret_signed_p1m": 0.4054650653982588, "alpha_spy_p1m": 0.39561129898803316, "alpha_c_p1m": 0.39561129898803316, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.009853766410225617, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.4422, -0.4422, -0.4141, -0.4085, -0.3476, -0.3494, -0.3484, -0.3259, -0.2853, -0.3074, -0.296, -0.2849, -0.2954, -0.2982, -0.2506, -0.2694, -0.2526, -0.225, -0.2499, -0.2319, -0.2098, -0.1881, -0.1467, -0.0699, -0.0219, -0.0647, 0.0609, 0.1067, 0.0307, 0.0958, 0.0808, 0.0267, -0.009, 0.0, 0.035, 0.0918, 0.0613, 0.0613, 0.2158, 0.2202, 0.2572, 0.2698, 0.3663, 0.3978, 0.4006, 0.3201, 0.121, 0.216, 0.2027, 0.1527, 0.3084, 0.3062, 0.428, 0.3687, 0.4055, 0.5413, 0.5413, 0.6219, 0.3908, 0.4051, 0.5449, 0.4442, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070131868209500282", "ticker_idx": 0, "ts": "2026-06-25T13:07:53+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Own the intelligence layer. $OUST", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Oust as the way to play humanoid robot intelligence layer, prompted by MU CEO's memory demand thesis.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU CEO is telling you humanoid robots are the future.\n\nOwn the intelligence layer. $OUST", "reply_text": null, "parent_text": null, "quoted_text": "Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.\n\n\"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles.\"\n\n\"And that demand wave is set to begin before the https://t.co/bVnvG1Ihit", "parent_author": null, "ret_m1d": -0.026542339035189877, "ret_signed_m1d": -0.026542339035189877, "alpha_spy_m1d": -0.025098790654126013, "alpha_c_m1d": -0.01830695835499696, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.008235380680192916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0047824190434941904, "ret_signed_p1d": 0.0047824190434941904, "alpha_spy_p1d": 0.012013792660363842, "alpha_c_p1d": 0.023528729801283177, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.018746310757788986, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6023, -0.5607, -0.5548, -0.534, -0.534, -0.5383, -0.5378, -0.5155, -0.521, -0.5053, -0.4768, -0.44, -0.4156, -0.422, -0.4199, -0.351, -0.3398, -0.3362, -0.3685, -0.3252, -0.3563, -0.3752, -0.3893, -0.3553, -0.3675, -0.3269, -0.3161, -0.2971, -0.4139, -0.3974, -0.3592, -0.352, -0.1829, -0.1664, -0.1664, -0.2649, -0.2893, -0.2618, -0.1609, -0.1145, -0.1145, 0.021, 0.0576, 0.0122, 0.1011, 0.0744, 0.1007, 0.0512, 0.126, -0.0512, -0.0225, -0.0789, -0.082, -0.0528, -0.0483, 0.0803, 0.0218, -0.0263, 0.1136, 0.1136, 0.1401, 0.0799, -0.0265, 0.0, 0.0048, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059269216381841552", "ticker_idx": 0, "ts": "2026-05-26T13:43:35+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is still pricing this as a basic LiDAR company. The contracts say otherwise.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST: NVDA certification, NASA lunar contract, and German defense integration prove the market undervalues REV8 as a multi-vertical platform at $2.5B cap.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST. Now integrated with $NVDA, NASA, and German Defense. Up 13% today.\n\nThe common thread: REV8 - a unified digital lidar platform built for Physical AI. One sensor architecture across every application.\n\nQ1 2026: $49M revenue. A record. Up 49% year on year.\nThe market is still pricing this as a basic LiDAR company. The contracts say otherwise.\n\nNVIDIA DRIVE Hyperion - the reference platform every major autonomous vehicle programme builds on - certified REV8 as a qualified sensor.\n\nWhen $NVDA certifies a sensor, the supply chain follows. That’s not a partnership announcement. That’s a standard being set.\n\nNASA selected Ouster for the Astrolab FLIP rover. Lunar south pole. Launching late 2026.\nThe sensor stack that navigates Earth now navigates the Moon.\n\nThis morning: ARGUS Interception - founded by former German Armed Forces officers - integrated $OUST digital lidar into their A1-Falke® counter-drone interceptor.\n\nThe A1-Falke® captures hostile drones intact via patented net launchers. Not destroyed. Intact - for forensic analysis. Origin. Capabilities. Intelligence value.\nDeployed specifically where kinetic options are unacceptable. Airports. Nuclear infrastructure. Government buildings.\n\nOuster was chosen for the “decisive near-range phase.” The moment the intercept succeeds or fails. Precision that radar and cameras cannot provide at close range.\n\nDefense demands the highest precision tolerances of any application. A net capture that misses by centimetres fails entirely.\nIf it works here, it works everywhere.\n\nAutonomous vehicles. Lunar surface. European counter-drone defense.\n\nThe possibilities are endless with Rev8 colour LiDAR.\n\nThree independent verticals. One platform. $2.5B market cap.\n$OUST", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/cManZW23at", "parent_author": null, "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2016875501516677127", "ticker_idx": 0, "ts": "2026-01-29T14:06:05+00:00", "symbol": "FSLR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Jefferies cut its rating from Buy to Hold. Jefferies also reduced its price target from 269 USD to 260 USD.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Jefferies downgrade of FSLR from Buy to Hold, PT cut to $260, on limited policy upside, booking visibility, and capped near-term risk-reward.", "resolved_tickers": ["FSLR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "original", "lang": "en", "tweet_text": "$TE is red in the pre-market🔴🔴🔴\n\n👹Here is why:\n\nJefferies has downgraded First Solar (ticker FSLR) and trimmed its price target.\n\nWhat actually happened:\n\n•Jefferies cut its rating from Buy to Hold.\n\n•Jefferies also reduced its price target from 269 USD to 260 USD.\n\n•The downgrade and lower PT triggered a ~10% selloff in the shares on the day of the note.\n\nKey reasons Jefferies gave\n\n•“Limited policy upside” from trade/tariff tailwinds like Section 232 versus what had been priced in.\n\n•Reduced visibility on future bookings, after guidance cuts, de‑bookings and margin pressure in prior periods.\n\n•Concerns around international facilities, logistics costs, and risk of under‑utilization as capacity is shifted and tariffs bite.\n\n•View that upside is largely capped near term after a strong run in the stock and rich multiples, so risk‑reward looks more balanced at current levels.\nQuick trading/positioning read\n\n•The downgrade is idiosyncratic, not a sector‑wide cut, but it leans into an already cautious narrative on policy and bookings for 2026.\n\n•Consensus is still “Moderate Buy” with an average PT in the high 260s–270s region, so Jefferies is now slightly below the pack on rating and PT.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11338783883813863, "ret_signed_m1d": -0.11338783883813863, 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{"unit_id": "quote:2052114526674321601", "ticker_idx": 0, "ts": "2026-05-06T19:53:24+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "added to $OUST today. added on the dip. holding for the build.", "tweet_type": "analysis", "timeline": "months", "summary": "Long OUST: added on EPS-miss dip; argues market misread one-time royalty noise, real business growing 49% YoY with Stereolabs upside and LiDAR+camera+AI platform potential.", "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": "added to $OUST today. up 10%\n\nthe market sold it off on an EPS miss. -$0.28 vs -$0.11 to -$0.21 expected. ugly on the surface.\n\nbut Q4 2025 had significant one-time royalty income. strip that out and the sequential deterioration that spooked everyone largely disappears. the market compared the wrong numbers.\n\nmeanwhile the actual business: $49M revenue, +49% YoY, beat on the top line, 12,600+ sensors shipped. and Q2 guidance of $49.5M-$52.5M includes a full quarter of Stereolabs revenue for the first time.\n\nthe EPS reaction missed the point entirely.\n\n$OUST isn’t a quarterly story. they just launched a sensing stack that combines LiDAR with camera-level vision in a single system. sensors, cameras, and AI software converging into one perception platform.\n\nif that works - and the product roadmap suggests it’s working - $OUST becomes part of the core infrastructure powering robotics, autonomy, and smart cities.\nyou don’t value that on one quarter’s EPS. you value it on what the platform becomes.\n\nadded on the dip. holding for the build.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vc8xy2ikiT", "parent_author": null, "ret_m1d": -0.027045418061355186, "ret_signed_m1d": -0.027045418061355186, "alpha_spy_m1d": -0.013336563221332809, "alpha_c_m1d": -0.0011676294368362372, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.02587778862451895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.16618473049186944, "ret_signed_p1d": -0.16618473049186944, "alpha_spy_p1d": -0.16311864807279886, "alpha_c_p1d": -0.16418514649159632, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0019995840002731136, "ret_p1w": 0.16244251188369985, "ret_signed_p1w": 0.16244251188369985, "alpha_spy_p1w": 0.1508867275122896, "alpha_c_p1w": 0.12233187212913066, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.04011063975456919, "ret_p1m": 0.6019731049247423, "ret_signed_p1m": 0.6019731049247423, "alpha_spy_p1m": 0.5702763553106607, "alpha_c_p1m": 0.46587946814821013, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.1360936367765322, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6019731049247423, "alpha_spy_stated": 0.5702763553106607, "alpha_c_stated": 0.46587946814821013, "price_path": [-0.3393, -0.2836, -0.3176, -0.3574, -0.3819, -0.3615, -0.3615, -0.3672, -0.3676, -0.3509, -0.3666, -0.3856, -0.3655, -0.3264, -0.3322, -0.3553, -0.3111, -0.2611, -0.2386, -0.2795, -0.3104, -0.3009, -0.239, -0.158, -0.2325, -0.2696, -0.2754, -0.2723, -0.2944, -0.2836, -0.3179, -0.2795, -0.3002, -0.3121, -0.3431, -0.3992, -0.4343, -0.3751, -0.3666, -0.337, -0.337, -0.3431, -0.3424, -0.3108, -0.3186, -0.2961, -0.2557, -0.2033, -0.1686, -0.1778, -0.1747, -0.0767, -0.0607, -0.0556, -0.1015, -0.04, -0.0842, -0.1111, -0.1311, -0.0828, -0.1002, -0.0424, -0.027, 0.0, -0.1662, -0.1427, -0.0883, -0.0781, 0.1624, 0.1859, 0.1859, 0.0458, 0.0111, 0.0502, 0.1937, 0.2597, 0.2597, 0.4526, 0.5047, 0.44, 0.5666, 0.5285, 0.5659, 0.4955, 0.602, 0.3499, 0.3907, 0.3104, 0.306, 0.3475, 0.354, 0.537, 0.4536, 0.3853, 0.5843, 0.5843, 0.622, 0.5363, 0.3849, 0.4227, 0.4295, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054975021475668165", "ticker_idx": 0, "ts": "2026-05-14T17:19:59+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3 stocks I'm not touching right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoiding RGTI (extreme valuation vs revenue), OKLO (zero revenue, no deployed reactor), and TE (accounting-inflated earnings, cash burn crisis).", "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": "original", "lang": "en", "tweet_text": "3 stocks I'm not touching right now:\n\n$RGTI - $6.5B market cap. $7.09M in FY25 revenue, down 34% YoY. Quarterly opex runs ~12× quarterly revenue. The quantum technology is real. This valuation prices in a future you can't buy yet.\n\n$OKLO - $11.5B market cap. Zero revenue. No reactor deployed. Sam Altman is involved. That's not a financial metric.\n\n$TE - Q1 \"record net income\" of $3.9M was carried by $30M in non-cash warrant gains. Actual operating loss: -$22.5M. Q1 cash burn: $147M. Unrestricted cash: $46M. Still needs $225M to finish G2_Austin. 99.9% of revenue is one related party.\n\nSome popular names here. What do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.044369461438796054, "ret_signed_m1d": 0.044369461438796054, "alpha_spy_m1d": 0.03653697862009675, "alpha_c_m1d": 0.029606278508709782, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07368967527563508, "ret_signed_p1d": 0.07368967527563508, "alpha_spy_p1d": 0.06166033151883887, "alpha_c_p1d": 0.05563951536519651, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.143746776957012, "ret_signed_p1w": -0.143746776957012, "alpha_spy_p1w": -0.15103127060561305, "alpha_c_p1w": -0.14876069135245795, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": 0.08873892287759211, "ret_signed_p1m": -0.08873892287759211, "alpha_spy_p1m": -0.0973198607553315, "alpha_c_p1m": -0.05921247190887824, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08873892287759211, "alpha_spy_stated": -0.0973198607553315, "alpha_c_stated": -0.05921247190887824, "price_path": [-0.165, -0.191, -0.1604, -0.1386, -0.1738, -0.1687, -0.1448, -0.0851, -0.0327, -0.096, -0.082, -0.1199, -0.0784, -0.1194, -0.1173, -0.0867, -0.1183, -0.1209, -0.1661, -0.1609, -0.1624, -0.1583, -0.1868, -0.2003, -0.2278, -0.1759, -0.1905, -0.2143, -0.2522, -0.3088, -0.3306, -0.2714, -0.2994, -0.2636, -0.2636, -0.2631, -0.2818, -0.246, -0.2574, -0.2382, -0.2148, -0.1245, -0.0083, 0.0093, 0.028, 0.0192, -0.0529, -0.0462, -0.1251, -0.138, -0.1225, -0.1495, -0.1655, -0.0944, -0.0919, -0.0815, -0.0519, 0.0426, -0.0483, -0.0171, 0.0643, -0.0104, -0.0444, 0.0, -0.0737, -0.1375, -0.1718, -0.124, 0.1437, 0.371, 0.371, 0.3007, 0.2776, 0.4027, 0.3254, 0.33, 0.3949, 0.2504, 0.2538, 0.0732, 0.1295, 0.0218, 0.0091, 0.0706, 0.0887, 0.178, 0.0711, 0.0506, 0.1085, 0.1085, 0.1095, 0.1043, 0.0135, -0.0446, -0.0472, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054975021475668165", "ticker_idx": 1, "ts": "2026-05-14T17:19:59+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3 stocks I'm not touching right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoiding RGTI (extreme valuation vs revenue), OKLO (zero revenue, no deployed reactor), and TE (accounting-inflated earnings, cash burn crisis).", "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": "original", "lang": "en", "tweet_text": "3 stocks I'm not touching right now:\n\n$RGTI - $6.5B market cap. $7.09M in FY25 revenue, down 34% YoY. Quarterly opex runs ~12× quarterly revenue. The quantum technology is real. This valuation prices in a future you can't buy yet.\n\n$OKLO - $11.5B market cap. Zero revenue. No reactor deployed. Sam Altman is involved. That's not a financial metric.\n\n$TE - Q1 \"record net income\" of $3.9M was carried by $30M in non-cash warrant gains. Actual operating loss: -$22.5M. Q1 cash burn: $147M. Unrestricted cash: $46M. Still needs $225M to finish G2_Austin. 99.9% of revenue is one related party.\n\nSome popular names here. What do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.036452977399351605, "ret_signed_m1d": -0.036452977399351605, "alpha_spy_m1d": -0.04428546021805091, "alpha_c_m1d": -0.04428546021805091, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.007832482818699305, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07379852926703212, "ret_signed_p1d": 0.07379852926703212, "alpha_spy_p1d": 0.06176918551023591, "alpha_c_p1d": 0.06176918551023591, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.012029343756796207, "ret_p1w": -0.03154296645529653, "ret_signed_p1w": 0.03154296645529653, "alpha_spy_p1w": 0.024258472806695464, "alpha_c_p1w": 0.024258472806695464, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.007284493648601065, "ret_p1m": -0.14462129948535352, "ret_signed_p1m": 0.14462129948535352, "alpha_spy_p1m": 0.13604036160761412, "alpha_c_p1m": 0.13604036160761412, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.008580937877739392, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14462129948535352, "alpha_spy_stated": 0.13604036160761412, "alpha_c_stated": 0.13604036160761412, "price_path": [-0.0226, 0.0064, 0.0027, 0.0064, -0.0503, -0.0613, -0.032, -0.0132, 0.0277, -0.0634, -0.0376, -0.0582, -0.0232, -0.0771, -0.1333, -0.0808, -0.0867, -0.0662, -0.1134, -0.1315, -0.1119, -0.0994, -0.1564, -0.1863, -0.197, -0.1629, -0.1823, -0.1777, -0.2291, -0.2526, -0.3218, -0.2622, -0.2848, -0.2839, -0.2839, -0.2745, -0.3068, -0.2529, -0.2895, -0.2523, -0.1974, -0.1284, -0.0574, -0.0446, -0.006, 0.0137, -0.0684, 0.0774, 0.1376, 0.0564, 0.1297, 0.028, -0.0332, 0.0787, 0.0475, 0.0207, 0.0174, 0.1846, 0.0687, 0.0789, 0.1625, 0.0955, 0.0365, 0.0, -0.0738, -0.1287, -0.1686, -0.0689, -0.0315, -0.0198, -0.0198, 0.0222, 0.0091, 0.0131, -0.0049, -0.0048, 0.0931, -0.0298, -0.0271, -0.1357, -0.123, -0.1596, -0.1963, -0.1391, -0.1446, -0.0963, -0.1452, -0.1248, -0.0899, -0.0899, -0.1311, -0.1491, -0.1957, -0.241, -0.2561, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054975021475668165", "ticker_idx": 2, "ts": "2026-05-14T17:19:59+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3 stocks I'm not touching right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoiding RGTI (extreme valuation vs revenue), OKLO (zero revenue, no deployed reactor), and TE (accounting-inflated earnings, cash burn crisis).", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "3 stocks I'm not touching right now:\n\n$RGTI - $6.5B market cap. $7.09M in FY25 revenue, down 34% YoY. Quarterly opex runs ~12× quarterly revenue. The quantum technology is real. This valuation prices in a future you can't buy yet.\n\n$OKLO - $11.5B market cap. Zero revenue. No reactor deployed. Sam Altman is involved. That's not a financial metric.\n\n$TE - Q1 \"record net income\" of $3.9M was carried by $30M in non-cash warrant gains. Actual operating loss: -$22.5M. Q1 cash burn: $147M. Unrestricted cash: $46M. Still needs $225M to finish G2_Austin. 99.9% of revenue is one related party.\n\nSome popular names here. What do you think?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.020942388335015272, "ret_signed_m1d": 0.020942388335015272, "alpha_spy_m1d": 0.013109905516315967, "alpha_c_m1d": 0.01584238411013894, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.005100004224876331, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010471194167507636, "ret_signed_p1d": 0.010471194167507636, "alpha_spy_p1d": -0.001558149589288571, "alpha_c_p1d": -0.007350158076909752, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.017821352244417388, "ret_p1w": 0.5218150502622148, "ret_signed_p1w": -0.5218150502622148, "alpha_spy_p1w": -0.5290995439108158, "alpha_c_p1w": -0.5446217565609093, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.022806706298694523, "ret_p1m": 0.48342058843036617, "ret_signed_p1m": -0.48342058843036617, "alpha_spy_p1m": -0.49200152630810556, "alpha_c_p1m": -0.47385089295980176, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.00956969547056441, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.48342058843036617, "alpha_spy_stated": -0.49200152630810556, "alpha_c_stated": -0.47385089295980176, "price_path": [0.0681, 0.1239, 0.1274, 0.1012, 0.0838, 0.0977, 0.2373, 0.26, 0.2723, 0.075, 0.1937, 0.1361, 0.2391, 0.1885, 0.1728, 0.2496, 0.3927, 0.4206, 0.3508, 0.3298, 0.3473, 0.3595, 0.2792, 0.3455, 0.1518, 0.1937, 0.1536, 0.1658, 0.096, 0.0052, -0.0192, -0.2339, -0.2182, -0.2688, -0.2688, -0.2932, -0.3141, -0.2723, -0.2705, -0.1815, -0.1082, -0.1518, -0.0681, -0.1291, -0.1222, -0.1309, -0.1117, -0.0593, -0.0593, -0.0768, -0.0733, -0.1449, -0.1466, -0.1623, -0.1012, -0.1099, -0.0681, -0.0803, -0.1012, 0.075, 0.0541, 0.0209, -0.0209, 0.0, -0.0105, 0.2216, 0.2007, 0.5183, 0.5218, 0.4101, 0.4101, 0.8237, 0.9127, 0.8883, 0.8429, 0.8168, 1.1012, 1.007, 1.0349, 0.6457, 0.5934, 0.4764, 0.349, 0.4782, 0.4834, 0.5567, 0.5061, 0.5777, 0.6318, 0.6318, 0.815, 0.6126, 0.4887, 0.4834, 0.4328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054471775476470181", "ticker_idx": 0, "ts": "2026-05-13T08:00:16+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "names like SK Hynix are only at 5x forward p/e. The market hasn't repriced memory for this yet.", "tweet_type": "analysis", "timeline": "months", "summary": "Memory stocks (Hynix, MU, SNDK) are cheap vs a 4.9% DRAM supply-demand gap in 2026 — the market hasn't repriced for the most severe shortage in 15 years.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI 000660; dominant HBM/DRAM supplier", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "The most important number in memory right now isn't a price. \n\nIt's 4.9% - Goldman's updated DRAM supply-demand gap for 2026. The most severe shortage in 15 years. \n\nYet, names like SK Hynix are only at 5x forward p/e.\n\nThe market hasn't repriced memory for this yet.\n\n$DRAM $MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00304568688990825, "ret_signed_m1d": 0.00304568688990825, "alpha_spy_m1d": 0.008609396650759882, "alpha_c_m1d": 0.02262787873280292, "bench_spy_m1d": -0.005563709760851632, "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": -0.07664974442110084, "ret_signed_p1d": -0.07664974442110084, "alpha_spy_p1d": -0.08454405932565534, "alpha_c_p1d": -0.08692121257105201, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.015228434449541584, "ret_signed_p1w": -0.015228434449541584, "alpha_spy_p1w": -0.013800493649484213, "alpha_c_p1w": -0.0016029435353523969, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.0915530610606532, "ret_signed_p1m": 0.0915530610606532, "alpha_spy_p1m": 0.0976825229119559, "alpha_c_p1m": 0.026937212242232444, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0915530610606532, "alpha_spy_stated": 0.0976825229119559, "alpha_c_stated": 0.026937212242232444, "price_path": [-0.5541, -0.5541, -0.5541, -0.547, -0.5192, -0.5181, -0.4908, -0.4842, -0.4421, -0.4614, -0.4614, -0.5234, -0.569, -0.5223, -0.531, -0.5756, -0.5239, -0.5152, -0.5279, -0.5381, -0.5056, -0.5076, -0.464, -0.4858, -0.4888, -0.5264, -0.4995, -0.4949, -0.5264, -0.5264, -0.5569, -0.5904, -0.5447, -0.5787, -0.5553, -0.5503, -0.535, -0.4756, -0.4934, -0.4787, -0.4721, -0.4401, -0.4234, -0.4137, -0.4274, -0.4081, -0.3787, -0.3792, -0.3782, -0.3797, -0.3442, -0.3401, -0.3437, -0.3472, -0.3472, -0.2655, -0.2655, -0.1873, -0.1604, -0.1442, -0.0457, -0.0685, 0.003, 0.0, -0.0766, -0.066, -0.1142, -0.1142, -0.0152, -0.0147, -0.0147, 0.0416, 0.1386, 0.1621, 0.1845, 0.1997, 0.1982, 0.1982, 0.1667, 0.0509, -0.0298, 0.1246, 0.0398, 0.0667, 0.0916, 0.1616, 0.2093, 0.2799, 0.3632, 0.4033, 0.482, 0.2972, 0.3307, 0.481, 0.3571, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054471775476470181", "ticker_idx": 1, "ts": "2026-05-13T08:00:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market hasn't repriced memory for this yet. $MU", "tweet_type": "analysis", "timeline": "months", "summary": "Memory stocks (Hynix, MU, SNDK) are cheap vs a 4.9% DRAM supply-demand gap in 2026 — the market hasn't repriced for the most severe shortage in 15 years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "The most important number in memory right now isn't a price. \n\nIt's 4.9% - Goldman's updated DRAM supply-demand gap for 2026. The most severe shortage in 15 years. \n\nYet, names like SK Hynix are only at 5x forward p/e.\n\nThe market hasn't repriced memory for this yet.\n\n$DRAM $MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.046103290777913974, "ret_signed_m1d": -0.046103290777913974, "alpha_spy_m1d": -0.04053958101706234, "alpha_c_m1d": -0.026521098935019305, "bench_spy_m1d": -0.005563709760851632, "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": -0.03436904414888675, "ret_signed_p1d": -0.03436904414888675, "alpha_spy_p1d": -0.04226335905344125, "alpha_c_p1d": -0.04464051229883792, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.08914551996958386, "ret_signed_p1w": -0.08914551996958386, "alpha_spy_p1w": -0.0877175791695265, "alpha_c_p1w": -0.07552002905539468, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.23921455031088334, "ret_signed_p1m": 0.23921455031088334, "alpha_spy_p1m": 0.24534401216218604, "alpha_c_p1m": 0.1745987014924626, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23921455031088334, "alpha_spy_stated": 0.24534401216218604, "alpha_c_stated": 0.1745987014924626, "price_path": [-0.488, -0.488, -0.5027, -0.4764, -0.4809, -0.4674, -0.4764, -0.4801, -0.4664, -0.4831, -0.4871, -0.4867, -0.5277, -0.5015, -0.5061, -0.5394, -0.5158, -0.4986, -0.4792, -0.4958, -0.47, -0.4505, -0.4257, -0.4257, -0.4474, -0.474, -0.4971, -0.508, -0.5247, -0.5579, -0.5557, -0.5996, -0.5796, -0.5423, -0.5443, -0.5443, -0.5299, -0.5302, -0.4939, -0.4755, -0.4766, -0.4692, -0.4206, -0.4323, -0.431, -0.4337, -0.442, -0.4408, -0.3934, -0.4006, -0.3819, -0.3473, -0.3725, -0.3549, -0.3565, -0.3253, -0.2827, -0.2034, -0.1705, -0.1954, -0.0707, -0.0103, -0.0461, 0.0, -0.0344, -0.0983, -0.1519, -0.1305, -0.0891, -0.0517, -0.0655, -0.0655, 0.1148, 0.1553, 0.1492, 0.2083, 0.2885, 0.3241, 0.3434, 0.2394, 0.0751, 0.1812, 0.1646, 0.1098, 0.2392, 0.2215, 0.3538, 0.2702, 0.2981, 0.4111, 0.4111, 0.5074, 0.3088, 0.3047, 0.5101, 0.409, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054471775476470181", "ticker_idx": 2, "ts": "2026-05-13T08:00:16+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market hasn't repriced memory for this yet. $SNDK", "tweet_type": "analysis", "timeline": "months", "summary": "Memory stocks (Hynix, MU, SNDK) are cheap vs a 4.9% DRAM supply-demand gap in 2026 — the market hasn't repriced for the most severe shortage in 15 years.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "The most important number in memory right now isn't a price. \n\nIt's 4.9% - Goldman's updated DRAM supply-demand gap for 2026. The most severe shortage in 15 years. \n\nYet, names like SK Hynix are only at 5x forward p/e.\n\nThe market hasn't repriced memory for this yet.\n\n$DRAM $MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0033097981158105583, "ret_signed_m1d": 0.0033097981158105583, "alpha_spy_m1d": 0.00887350787666219, "alpha_c_m1d": 0.0126397713480495, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.009329973232238942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04457481577650191, "ret_signed_p1d": -0.04457481577650191, "alpha_spy_p1d": -0.05246913068105641, "alpha_c_p1d": -0.059559216150405825, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.014984400373903917, "ret_p1w": -0.03777555924960363, "ret_signed_p1w": -0.03777555924960363, "alpha_spy_p1w": -0.03634761844954626, "alpha_c_p1w": -0.03941529733725013, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.0016397380876465029, "ret_p1m": 0.3000767225373635, "ret_signed_p1m": 0.3000767225373635, "alpha_spy_p1m": 0.3062061843886662, "alpha_c_p1m": 0.26411409253292084, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.035962630004442664, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3000767225373635, "alpha_spy_stated": 0.3062061843886662, "alpha_c_stated": 0.26411409253292084, "price_path": [-0.5671, -0.5671, -0.5919, -0.5851, -0.5708, -0.5509, -0.5395, -0.5588, -0.563, -0.5496, -0.561, -0.5722, -0.6093, -0.5861, -0.6092, -0.6356, -0.5932, -0.5724, -0.5471, -0.5724, -0.5428, -0.5138, -0.5024, -0.4792, -0.4665, -0.5096, -0.5146, -0.5146, -0.5316, -0.5832, -0.5745, -0.6044, -0.561, -0.5213, -0.5152, -0.5152, -0.4993, -0.5089, -0.4604, -0.4116, -0.4114, -0.3418, -0.3474, -0.3838, -0.3647, -0.3636, -0.3691, -0.3757, -0.3235, -0.3557, -0.316, -0.2605, -0.3074, -0.2647, -0.2423, -0.1798, -0.1322, -0.0283, -0.0257, -0.0741, 0.0795, 0.0693, 0.0033, 0.0, -0.0446, -0.0274, -0.0789, -0.0442, -0.0378, 0.0656, 0.0217, 0.0217, 0.0983, 0.0986, 0.1343, 0.1712, 0.2171, 0.186, 0.2655, 0.2159, 0.0775, 0.1346, 0.1377, 0.1354, 0.3001, 0.3682, 0.4565, 0.3761, 0.3535, 0.5096, 0.5096, 0.5711, 0.3568, 0.3228, 0.6134, 0.4446, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023474157619695780", "ticker_idx": 0, "ts": "2026-02-16T19:06:48+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": "the only one with true value is $BTC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "BTC is the only crypto with true value; implicitly bullish on BTC while all others decline.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@goooonnney @Leo_Traydes Absolutely- the only one with true value is $BTC", "reply_text": null, "parent_text": "@Leo_Traydes I kind of feel bad but I told people all crypto are the same\n\n“Utility” is priced in\n\nIt’s going under $1", "quoted_text": null, "parent_author": "goooonnney", "ret_m1d": 0.00021334727807453824, "ret_signed_m1d": 0.00021334727807453824, "alpha_spy_m1d": 0.0018242311633319686, "alpha_c_m1d": 0.0018242311633319686, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019594358734823403, "ret_signed_p1d": -0.019594358734823403, "alpha_spy_p1d": -0.024632066285400156, "alpha_c_p1d": -0.024632066285400156, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": -0.06139198431579751, "ret_signed_p1w": -0.06139198431579751, "alpha_spy_p1w": -0.06798198835311631, "alpha_c_p1w": -0.06798198835311631, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.07378104940532859, "ret_signed_p1m": 0.07378104940532859, "alpha_spy_p1m": 0.10514956926389574, "alpha_c_p1m": 0.10514956926389574, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.1773319878836903, "ret_signed_p3m": 0.1773319878836903, "alpha_spy_p3m": 0.09189781257815288, "alpha_c_p3m": 0.09189781257815288, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07378104940532859, "alpha_spy_stated": 0.10514956926389574, "alpha_c_stated": 0.10514956926389574, "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, 0.036, -0.0311, -0.0701, -0.0732, -0.1151, -0.0836, -0.1046, -0.1074, -0.0767, -0.077, -0.0371, -0.0471, -0.0643, -0.0864, -0.077, -0.071, -0.0897, -0.114, -0.1325, -0.1282, null, null, null, null, null, null, null, null, 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:2026298569515540775", "ticker_idx": 0, "ts": "2026-02-24T14:10:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The risk is real but the asymmetry at these levels is what I'm watching", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish RKLB into Thursday earnings; sees favorable asymmetry at current levels despite real risks.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "THE ULTIMATE $RKLB PRE-EARNINGS BREAKDOWN  \n\nRocket Lab reports Thursday after close. Here's everything you need to know. \n📊 THE NUMBERS \n→ Revenue expected: ~$177M (was $105M a year ago) → EPS: -$0.10 est (beat by 69% last quarter at -$0.03) → Last Q revenue: $155M (beat estimates) \n→ FY2025: 21 Electron launches, 100% mission success  \n\n🛡️ THE DEFENSE MOAT \n→ $816M prime contract for missile tracking satellites (SDA Tranche 3) \n→ $1.3B in Space Development Agency contracts \n→ 4th HASTE hypersonic mission scheduled NOW (\"Cassowary Vex\") \n→ Scramjet-powered DART AE for Defense Innovation Unit  \n\n🚀 THE NEUTRON CATALYST \n→ Hungry Hippo fairing arrived at Virginia launch site \n→ First flight expected H1 2026 \n→ Tank rupture during testing = setback but not a dealbreaker \n→ 13,000 kg to LEO capacity opens $100B+ addressable market \n→ Reusable design = margin expansion engine  \n\n💰 THE VALUATION QUESTION \n→ Analyst consensus: $86.89 (22% upside) \n→ Bank of America and Goldman Sachs raised targets → SpaceX IPO (mid-2026) could reprice entire sector  \n\n⚠️ THE RISKS \n→ Neutron delays could extend cash burn \n→ ~215x forward revenue multiple \n→ Government contract timing uncertainty \n→ Broader tech selloff dragging small-caps  \n\nMY TAKE: The risk is real but the asymmetry at these levels is what I'm watching.  \n\nEarnings Thursday. ⚡  \n\n$RKLB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003430010855831167, "ret_signed_m1d": 0.003430010855831167, "alpha_spy_m1d": 0.01064603662120489, "alpha_c_m1d": 0.015578384583781246, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.01214837372795008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0032870619340650276, "ret_signed_p1d": 0.0032870619340650276, "alpha_spy_p1d": -0.0051512443664734064, "alpha_c_p1d": 0.01108455945436293, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": -0.0077974975202979024, "ret_p1w": 0.00228663755786096, "ret_signed_p1w": 0.00228663755786096, "alpha_spy_p1w": 0.012499625208024834, "alpha_c_p1w": 0.010988216628030734, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.008701579070169774, "ret_p1m": 0.041589195111430444, "ret_signed_p1m": 0.041589195111430444, "alpha_spy_p1m": 0.08339642061763641, "alpha_c_p1m": 0.10609412660716666, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.06450493149573622, "ret_p3m": 0.9402599991189724, "ret_signed_p3m": 0.9402599991189724, "alpha_spy_p3m": 0.8524933472204874, "alpha_c_p3m": 0.966971184283125, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": -0.026711185164152607, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.041589195111430444, "alpha_spy_stated": 0.08339642061763641, "alpha_c_stated": 0.10609412660716666, "price_path": [-0.4007, -0.3977, -0.423, -0.4012, -0.3609, -0.2944, -0.2989, -0.2631, -0.2364, -0.1779, -0.092, -0.1212, -0.2081, -0.2069, -0.2288, -0.1436, 0.0079, 0.1083, 0.103, 0.103, 0.103, 0.0097, 0.0021, 0.0069, -0.003, -0.003, 0.086, 0.1168, 0.2295, 0.2017, 0.1874, 0.2127, 0.2563, 0.2374, 0.312, 0.2971, 0.3763, 0.3763, 0.2743, 0.2551, 0.2574, 0.2705, 0.1502, 0.2434, 0.2658, 0.2245, 0.1443, 0.0597, 0.1615, 0.0449, -0.0522, 0.0336, 0.0839, 0.0294, -0.005, -0.0566, -0.0362, -0.0362, -0.0011, 0.0636, 0.0945, 0.0127, 0.0034, 0.0, 0.0033, 0.0383, -0.0124, 0.0143, 0.0023, 0.0277, 0.0004, 0.002, 0.0216, -0.0149, 0.0284, -0.0229, -0.0223, 0.0192, 0.1232, -0.007, 0.028, -0.0392, -0.0282, -0.0557, 0.0416, -0.0576, -0.1292, -0.1799, -0.0822, -0.0636, -0.032, -0.032, -0.0329, -0.0522, -0.0127, -0.0462, -0.0274, 0.0093, 0.0322, 0.0519, 0.1852, 0.2119, 0.2785, 0.2382, 0.2868, 0.2091, 0.1388, 0.1761, 0.1232, 0.1008, 0.1792, 0.1263, 0.1478, 0.1256, 0.2098, 0.1231, 0.5074, 0.6771, 0.6801, 0.7743, 0.8944, 0.7832, 0.8745, 0.8195, 0.9191, 0.7929, 0.9403, 0.9403, 1.0466, 1.1471, 1.1156, 1.0506, 0.7492, 0.7625, 0.6393, 0.7143, 0.5732, 0.6243, 0.5468, 0.5014, 0.6404, 0.4633, 0.5614, 0.4954, 0.5432, 0.5327, 0.5327, 0.4333, 0.3594, 0.2207, 0.1532, 0.2082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058633489117851979", "ticker_idx": 0, "ts": "2026-05-24T19:37:26+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I feel like i'll be adding to this position now all the way up…", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adding to long OUST position as it continues higher; endorses bullish thesis.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Lupen3Harmonics Agreed - I feel like i’ll be adding to this position now all the way up…", "reply_text": null, "parent_text": "@CoffeeStocksGuy $OUST is a retirement play. Going back to $150+ quickly", "quoted_text": null, "parent_author": "Lupen3Harmonics", "ret_m1d": -0.13278692932866953, "ret_signed_m1d": -0.13278692932866953, "alpha_spy_m1d": -0.12619206888970402, "alpha_c_m1d": -0.10713060863580048, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03583135250491143, "ret_signed_p1d": 0.03583135250491143, "alpha_spy_p1d": 0.03600459466965744, "alpha_c_p1d": 0.03966635877817837, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.06602200054596374, "alpha_c_p1w": 0.007390627218960111, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.04660425393233192, "ret_signed_p1m": -0.04660425393233192, "alpha_spy_p1m": -0.02600571978116517, "alpha_c_p1m": -0.03649441296924005, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04660425393233192, "alpha_spy_stated": -0.02600571978116517, "alpha_c_stated": -0.03649441296924005, "price_path": [-0.5403, -0.5562, -0.5258, -0.4913, -0.4759, -0.504, -0.5253, -0.5187, -0.4761, -0.4204, -0.4717, -0.4972, -0.5012, -0.4991, -0.5143, -0.5068, -0.5304, -0.504, -0.5183, -0.5265, -0.5478, -0.5864, -0.6105, -0.5698, -0.5639, -0.5436, -0.5436, -0.5478, -0.5473, -0.5255, -0.5309, -0.5155, -0.4876, -0.4515, -0.4276, -0.434, -0.4319, -0.3644, -0.3534, -0.3499, -0.3815, -0.3391, -0.3696, -0.3881, -0.4019, -0.3686, -0.3806, -0.3407, -0.3302, -0.3116, -0.426, -0.4098, -0.3724, -0.3653, -0.1998, -0.1836, -0.1836, -0.2801, -0.304, -0.277, -0.1782, -0.1328, -0.1328, 0.0, 0.0358, -0.0087, 0.0785, 0.0522, 0.078, 0.0295, 0.1028, -0.0707, -0.0426, -0.0979, -0.1009, -0.0724, -0.0679, 0.0581, 0.0007, -0.0464, 0.0906, 0.0906, 0.1166, 0.0576, -0.0466, -0.0206, -0.0159, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065795062215196845", "ticker_idx": 0, "ts": "2026-06-13T13:54:58+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yesterday it closed at $31 and I'm now thoroughly assessing a potential position.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Assessing a long position in PL at $31 after selloff; cites backlog growth, defense mix shift, and near-breakeven financials as bullish drivers.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "I’ve seen a lot of people taking new positions in $PL from yesterday. I’ve been following the name since around $16 and thought I’d missed it as it raced to $48.\n\nYesterday it closed at $31 and I’m now thoroughly assessing a potential position. \n\n-> Backlog outrunning revenue. \n\n$906.1M, +72% YoY; RPOs +80% - both faster than the +42% revenue line. 40% converts inside 12 months.\n\n-> Defense mix shift. \n\nD&I revenue +65% YoY, now the engine. Reprices $PL from commercial imagery toward a government data-subscription model.\n\n-> Selloff was rotation, not fundamentals. \n\nDown 9% Friday on zero company news while SPCX closed +19%. Capital rotated to the IPO; the business didn’t change.\n\n-> Funded and near profitable. \n\nCash $730.8M, +223% YoY. FY27 guide: breakeven-to-$10M EBITDA, FCF positive expected this year.\n\n$PL is a fantastic company and I’ve learnt a lot about it from @Kaizen_Investor (he got in at $4!). Let’s see what Monday brings.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018639623814463935, "ret_signed_m1d": 0.018639623814463935, "alpha_spy_m1d": 0.03596802519987996, "alpha_c_m1d": 0.032631041842973274, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.01399141802850934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07750166269281578, "ret_signed_p1d": -0.07750166269281578, "alpha_spy_p1d": -0.07154009984858167, "alpha_c_p1d": -0.0840497733715524, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.006548110678736618, "ret_p1w": -0.05918899510981501, "ret_signed_p1w": -0.05918899510981501, "alpha_spy_p1w": -0.04789868455858326, "alpha_c_p1w": -0.07915375567616634, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.019964760566351325, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1887, -0.1184, 0.1063, 0.106, 0.0409, 0.1566, 0.0595, 0.0092, -0.088, -0.086, 0.0043, 0.1733, 0.1733, 0.1452, 0.1501, 0.1952, 0.1194, 0.1337, 0.1223, 0.1095, 0.1252, 0.3044, 0.2583, 0.2263, 0.2436, 0.2907, 0.2521, 0.1589, 0.1593, 0.1455, 0.1145, 0.209, 0.2067, 0.2603, 0.2142, 0.2979, 0.1524, 0.2767, 0.3682, 0.3303, 0.3322, 0.4075, 0.361, 0.3607, 0.36, 0.395, 0.3891, 0.4503, 0.4503, 0.5801, 0.6508, 0.6808, 0.6723, 0.5193, 0.5726, 0.4104, 0.4235, 0.0536, 0.0706, 0.0193, 0.0046, 0.1174, 0.0186, 0.0, -0.0775, -0.0772, -0.0768, -0.0768, -0.0592, -0.067, -0.14, -0.1331, -0.1148, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014727343923724508", "ticker_idx": 0, "ts": "2026-01-23T15:50:05+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10 is a case of when, not if", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE: short squeeze underway, $10 target is inevitable per author.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I needed to get this out quickly.\n\n$TE short squeeze is happening in real time.\n\n$10 is a case of when, not if.\n\nPlease share this with everyone.\n\n@accounting_ds @DeNebulord @SJCapitalInvest", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/JPZDkerXgw", "parent_author": null, "ret_m1d": -0.015294131110696219, "ret_signed_m1d": -0.015294131110696219, "alpha_spy_m1d": -0.014931527450829707, "alpha_c_m1d": -0.023088578732019416, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.007794447621323197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04235290078555831, "ret_signed_p1d": -0.04235290078555831, "alpha_spy_p1d": -0.04743113254743103, "alpha_c_p1d": -0.04332723008999495, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": 0.0009743293044366386, "ret_p1w": -0.020000008975758266, "ret_signed_p1w": -0.020000008975758266, "alpha_spy_p1w": -0.02397556238479359, "alpha_c_p1w": -0.027429141487345876, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.0074291325115876106, "ret_p1m": -0.2600000044878792, "ret_signed_p1m": -0.2600000044878792, "alpha_spy_p1m": -0.25007598833852884, "alpha_c_p1m": -0.3246083775363484, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.06460837304846923, "ret_p3m": -0.36588236864875345, "ret_signed_p3m": -0.36588236864875345, "alpha_spy_p3m": -0.40059127527363725, "alpha_c_p3m": -0.4103385367202316, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.04445616807147812, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2600000044878792, "alpha_spy_stated": -0.25007598833852884, "alpha_c_stated": -0.3246083775363484, "price_path": [-0.5647, -0.5765, -0.5718, -0.5624, -0.5976, -0.5671, -0.5188, -0.5671, -0.5518, -0.4706, -0.4812, -0.5471, -0.5894, -0.6047, -0.6259, -0.64, -0.66, -0.68, -0.68, -0.6306, -0.6129, -0.5482, -0.5482, -0.5153, -0.4741, -0.4424, -0.4682, -0.3988, -0.3141, -0.2918, -0.2082, -0.2765, -0.3094, -0.3706, -0.4047, -0.36, -0.3624, -0.2918, -0.2435, -0.1412, -0.1635, -0.1706, -0.1706, -0.2, -0.2447, -0.2353, -0.2141, -0.2141, -0.0776, -0.0353, -0.1, -0.1435, -0.1988, -0.1835, -0.1518, -0.0753, -0.0753, -0.1282, -0.0388, -0.0388, -0.0259, -0.08, -0.0153, 0.0, -0.0424, 0.0729, 0.1165, 0.0447, -0.02, 0.0188, 0.0694, -0.0906, -0.1447, -0.0271, -0.1012, -0.1165, -0.1941, -0.2694, -0.28, -0.28, -0.2424, -0.24, -0.2576, -0.2694, -0.26, -0.1659, -0.1506, -0.1424, -0.2753, -0.1953, -0.2341, -0.1647, -0.1988, -0.2094, -0.1576, -0.0612, -0.0424, -0.0894, -0.1035, -0.0918, -0.0835, -0.1376, -0.0929, -0.2235, -0.1953, -0.2224, -0.2141, -0.2612, -0.3224, -0.3388, -0.4835, -0.4729, -0.5071, -0.5071, -0.5235, -0.5376, -0.5094, -0.5082, -0.4482, -0.3988, -0.4282, -0.3718, -0.4129, -0.4082, -0.4141, -0.4012, -0.3659, -0.3659, -0.3776, -0.3753, -0.4235, -0.4247, -0.4353, -0.3941, -0.4, -0.3718, -0.38, -0.3941, -0.2753, -0.2894, -0.3118, -0.34, -0.3259, -0.3329, -0.1765, -0.1906, 0.0235, 0.0259, -0.0494, -0.0494, 0.2294, 0.2894, 0.2729, 0.2424, 0.2247, 0.4165, 0.3529, 0.3718, 0.1094, 0.0741, -0.0047, -0.0906, -0.0035, 0.0, 0.0494, 0.0153, 0.0635, 0.1, 0.1, 0.2235, 0.0871, 0.0035, 0.0, -0.0341, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054539663247802761", "ticker_idx": 0, "ts": "2026-05-13T12:30:01+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA have chosen their winner in the robotics race", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST as NVDA's chosen winner in robotics, qualified on both Jetson and DRIVE Hyperion platforms.", "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": "Most people saw one $OUST × $NVDA announcement this week. There were actually two. \n\nMay 5: Rev8 qualified on NVIDIA Jetson (robotics + edge AI) \nMay 12: Rev8 qualified on NVIDIA DRIVE Hyperion (autonomous vehicles) \n\n$NVDA have chosen their winner in the robotics race.\n\nread more below 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": -0.20690658959124575, "ret_signed_m1d": -0.20690658959124575, "alpha_spy_m1d": -0.20134287983039412, "alpha_c_m1d": -0.1975766163590068, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.009329973232238942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.012298909513974943, "alpha_c_p1d": 0.005208824044625526, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.014984400373903917, "ret_p1w": -0.09657587083838504, "ret_signed_p1w": -0.09657587083838504, "alpha_spy_p1w": -0.09514793003832767, "alpha_c_p1w": -0.09821560892603154, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.0016397380876465029, "ret_p1m": 0.15920406007953147, "ret_signed_p1m": 0.15920406007953147, "alpha_spy_p1m": 0.16533352193083417, "alpha_c_p1m": 0.12324143007508881, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.035962630004442664, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15920406007953147, "alpha_spy_stated": 0.16533352193083417, "alpha_c_stated": 0.12324143007508881, "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, 0.3149, 0.3471, 0.2865, 0.3781, 0.1613, 0.1964, 0.1273, 0.1235, 0.1592, 0.1648, 0.3222, 0.2505, 0.1917, 0.3629, 0.3629, 0.3954, 0.3216, 0.1914, 0.2239, 0.2297, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039764517073068167", "ticker_idx": 0, "ts": "2026-04-02T17:58:52+00:00", "symbol": "SWC.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The risk/reward is extremely attractive - especially if you're bullish on Bitcoin like myself. Very attractive entry right now IMO.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SWC (UK's largest BTC treasury) at 26p; targets ~46p on BTC $100k recovery + 1x mNAV, nearly a 2x from here.", "resolved_tickers": ["SWC.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "$SWC (UK's biggest $BTC Treasury) now at just 26p/share.\n\nThe risk/reward is extremely attractive - especially if you're bullish on Bitcoin like myself.\n\nFor a 0.73 mNAV, you can get:\n\n1. 2695 $BTC on the Balance Sheet \n2. 34p of Bitcoin per share\n3. A fantastic, transparent leadership team\n\nLet's say $BTC rises back to $100k and SWC hits just a 1x mnav.\n\nThat is a share price of around 46p a share - almost a 2x with no premium!\n\nVery attractive entry right now IMO.\n\n$SWC $SWC.LN", "reply_text": null, "parent_text": null, "quoted_text": "5 stocks FinX doesn't talk about enough:\n\n1. $SWC - Britain's largest Bitcoin Treasury.\n2. $SATL - Successful Satellite Launch with SpaceX\n3. $BE - Record Backlog on Fuel Cells\n4. $ASTS - Massive space name often overshadowed\n5. $HOOD - Massive reversal when sentiment rises", "parent_author": null, "ret_m1d": -0.09198610546401542, "ret_signed_m1d": -0.09198610546401542, "alpha_spy_m1d": -0.09108645603058374, "alpha_c_m1d": -0.10143365736813692, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": 0.009447551904121498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14982575340601278, "ret_signed_p1d": 0.14982575340601278, "alpha_spy_p1d": 0.14982575340601278, "alpha_c_p1d": 0.14982575340601278, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.21951216270334695, "ret_signed_p1w": 0.21951216270334695, "alpha_spy_p1w": 0.1827954184751177, "alpha_c_p1w": 0.16634965041054328, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.053162512292803665, "ret_p1m": 0.3867595184336934, "ret_signed_p1m": 0.3867595184336934, "alpha_spy_p1m": 0.2879229232102516, "alpha_c_p1m": 0.3300742070089646, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.05668531142472877, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3867595184336934, "alpha_spy_stated": 0.2879229232102516, "alpha_c_stated": 0.3300742070089646, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.4547, 0.3589, 0.0889, 0.2805, 0.2369, 0.2718, 0.2195, 0.1847, 0.2404, 0.2718, 0.2474, 0.2179, 0.1833, 0.1394, 0.0544, 0.0523, 0.0662, 0.1429, 0.103, 0.1498, 0.1061, 0.2578, 0.1568, 0.0627, 0.0477, 0.0383, 0.0784, 0.0383, 0.0855, 0.1533, 0.1498, 0.1498, 0.1429, 0.1319, 0.111, 0.0662, 0.0505, 0.0352, -0.0314, -0.0418, -0.0627, -0.0531, -0.092, -0.092, -0.092, 0.0, 0.1498, 0.1672, 0.223, 0.1951, 0.2195, 0.1958, 0.2021, 0.4166, 0.2962, 0.2544, 0.331, 0.2822, 0.2892, 0.3571, 0.2836, 0.2289, 0.2265, 0.2563, 0.2563, 0.335, 0.3868, 0.3819, 0.3589, 0.3415, 0.27, 0.2822, 0.2695, 0.2646, 0.2021, 0.1613, 0.1324, 0.1498, 0.088, 0.088, 0.0847, 0.0453, 0.0246, 0.0627, 0.0453, 0.004, -0.0174, -0.0012, -0.0479, -0.0319, -0.0577, -0.0606, -0.0852, -0.0263, 0.0453, 0.0538, 0.0625, 0.0279, 0.0098, 0.0577, 0.0061, -0.0291, -0.042, -0.0592, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057511349354148344", "ticker_idx": 0, "ts": "2026-05-21T17:18:27+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 know two companies partnered with $NVDA and building these capabilities. $OUST — LiDAR. Precise 3D colour mapping of the physical world. Q1 revenue $49M, up 49% year over year. 13th consecutive quarter of product revenue growth.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OUST and ARBE as the two NVDA-partnered perception plays on Physical AI/robotics, winning on LiDAR and 4D radar respectively.", "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": "Jensen Huang just said physical AI is generating $9 billion in annual revenue. He mentioned 'robotics' twelve times in the Earnings call.\n\n I know two companies partnered with $NVDA and building these capabilities 👇 \n\n$OUST — LiDAR. Precise 3D colour mapping of the physical world.\n$ARBE — 4D imaging radar. All-weather detection where LiDAR cannot operate.\n\nI have attached both deep-dives articles in the comments.\n\n$NVDA wins on compute. These two win on perception.\n\n$OUST $ARBE $NVDA\n\n---\n\n1/ $OUST \n\nQ1 revenue $49M, up 49% year over year. 13th consecutive quarter of product revenue growth. Over 12,600 LiDAR and camera sensors shipped last quarter across robotics, industrial automation, and smart infrastructure. The company already describes itself as a Physical AI sensing platform. Jensen just validated the entire market.\n\nhttps://t.co/YBRopFBCE6\n\n---\n\n2/ $ARBE\n\nPre-revenue but technologically differentiated. Their 4D imaging radar delivers 100x the resolution of conventional radar and operates in conditions where LiDAR fails - rain, fog, darkness. 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{"unit_id": "quote:2018682787750899791", "ticker_idx": 0, "ts": "2026-02-03T13:47:36+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Here is why I am full-ported in it.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Full-ported long in T1 Energy on solar thesis; endorses 4:1 risk/reward with $12-18 12-month target.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "A lot of people have asked me about $TE.\n\nHere is why I am full-ported in it.\n\nSolar is the future 🔮", "reply_text": null, "parent_text": null, "quoted_text": "🔬 T1 ENERGY ( $TE ) - DEEP RESEARCH REPORT\n\nEXECUTIVE SUMMARY\n\nQuick Answer: T1 Energy ($TE) displays strong asymmetric bet characteristics with a 4:1 risk/reward ratio.\n\nCurrent Price: $8.82 | 12-Month Target: $12-18 | Bear Case: $5-6 | Bull Case: $22-25\n\n1. 💰 THE BUSINESS https://t.co/KYVI7aN1jv", "parent_author": null, "ret_m1d": -0.047304763251666326, "ret_signed_m1d": -0.047304763251666326, "alpha_spy_m1d": -0.055832252364052204, "alpha_c_m1d": -0.03895857603397812, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": -0.008346187217688206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14961497367271404, "ret_signed_p1d": -0.14961497367271404, "alpha_spy_p1d": -0.14477111994672065, "alpha_c_p1d": -0.15227860601154963, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": 0.0026636323388355976, "ret_p1w": -0.17381737042724188, "ret_signed_p1w": -0.17381737042724188, "alpha_spy_p1w": -0.17757353058329017, "alpha_c_p1w": -0.2032360891452698, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.029418718718027925, "ret_p1m": -0.21892191579213305, "ret_signed_p1m": -0.21892191579213305, "alpha_spy_p1m": -0.21254080391177488, "alpha_c_p1m": -0.26053436128191787, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": 0.04161244548978482, "ret_p3m": -0.4334433433533832, "ret_signed_p3m": -0.4334433433533832, "alpha_spy_p3m": -0.4814298243803695, "alpha_c_p3m": -0.4601155317122131, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.026672188358829896, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21892191579213305, "alpha_spy_stated": -0.21254080391177488, "alpha_c_stated": -0.26053436128191787, "price_path": [-0.5952, -0.5809, -0.505, -0.5149, -0.5765, -0.6161, -0.6304, -0.6502, -0.6634, -0.6821, -0.7008, -0.7008, -0.6546, -0.6381, -0.5776, -0.5776, -0.5468, -0.5083, -0.4785, -0.5028, -0.4378, -0.3586, -0.3377, -0.2596, -0.3234, -0.3542, -0.4114, -0.4433, -0.4015, -0.4037, -0.3377, -0.2926, -0.1969, -0.2178, -0.2244, -0.2244, -0.2519, -0.2937, -0.2849, -0.2651, -0.2651, -0.1375, -0.0979, -0.1584, -0.1991, -0.2508, -0.2365, -0.2068, -0.1353, -0.1353, -0.1848, -0.1012, -0.1012, -0.0891, -0.1397, -0.0792, -0.0649, -0.1045, 0.0033, 0.044, -0.0231, -0.0836, -0.0473, 0.0, -0.1496, -0.2002, -0.0902, -0.1595, -0.1738, -0.2464, -0.3168, -0.3267, -0.3267, -0.2915, -0.2893, -0.3058, -0.3168, -0.308, -0.22, -0.2057, -0.198, -0.3223, -0.2475, -0.2838, -0.2189, -0.2508, -0.2607, -0.2123, -0.1221, -0.1045, -0.1485, -0.1617, -0.1507, -0.143, -0.1936, -0.1518, -0.2739, -0.2475, -0.2728, -0.2651, -0.3091, -0.3663, -0.3817, -0.5171, -0.5072, -0.5391, -0.5391, -0.5545, -0.5677, -0.5413, -0.5402, -0.484, -0.4378, -0.4653, -0.4125, -0.451, -0.4466, -0.4521, -0.44, -0.407, -0.407, -0.418, -0.4158, -0.4609, -0.462, -0.4719, -0.4334, -0.4389, -0.4125, -0.4202, -0.4334, -0.3223, -0.3355, -0.3564, -0.3828, -0.3696, -0.3762, -0.2299, -0.2431, -0.0429, -0.0407, -0.1111, -0.1111, 0.1496, 0.2057, 0.1903, 0.1617, 0.1452, 0.3245, 0.2651, 0.2827, 0.0374, 0.0044, -0.0693, -0.1496, -0.0682, -0.0649, -0.0187, -0.0506, -0.0055, 0.0286, 0.0286, 0.1441, 0.0165, -0.0616, -0.0649, -0.0968, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016185532963762599", "ticker_idx": 0, "ts": "2026-01-27T16:24:24+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE seemingly overcoming a monumental $9 resistance. Good effort bears. Hope you're covering!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE breaking above key $9 resistance; taunting bears to cover.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE seemingly overcoming a monumental $9 resistance.\n\nGood effort bears. Hope you’re covering!\n\n🚀🚀🚀 https://t.co/zC6JBYRXyB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10745609150588842, "ret_signed_m1d": -0.10745609150588842, "alpha_spy_m1d": -0.10348773670920797, "alpha_c_m1d": -0.10333633522491192, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.004119756280976494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04057016339933872, "ret_signed_p1d": 0.04057016339933872, "alpha_spy_p1d": 0.04067082797966359, "alpha_c_p1d": 0.046143929442607035, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.005573766043268313, "ret_p1w": -0.003289444446012979, "ret_signed_p1w": -0.003289444446012979, "alpha_spy_p1w": 0.005280013937961403, "alpha_c_p1w": -0.026795966580305253, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506522134292274, "ret_p1m": -0.2083333464045275, "ret_signed_p1m": -0.2083333464045275, "alpha_spy_p1m": -0.20496889086492298, "alpha_c_p1m": -0.27218887177172857, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385552536720107, "ret_p3m": -0.4199561372550681, "ret_signed_p3m": -0.4199561372550681, "alpha_spy_p3m": -0.4492877314997009, "alpha_c_p3m": -0.4677848432700181, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.04782870601495004, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2083333464045275, "alpha_spy_stated": -0.20496889086492298, "alpha_c_stated": -0.27218887177172857, "price_path": [-0.6009, -0.5921, -0.625, -0.5965, -0.5515, -0.5965, -0.5822, -0.5066, -0.5164, -0.5779, -0.6173, -0.6316, -0.6513, -0.6645, -0.6831, -0.7018, -0.7018, -0.6557, -0.6393, -0.5789, -0.5789, -0.5482, -0.5099, -0.4803, -0.5044, -0.4397, -0.3607, -0.3399, -0.2621, -0.3257, -0.3564, -0.4134, -0.4452, -0.4035, -0.4057, -0.3399, -0.295, -0.1996, -0.2204, -0.227, -0.227, -0.2544, -0.2961, -0.2873, -0.2675, -0.2675, -0.1404, -0.1009, -0.1612, -0.2018, -0.2533, -0.239, -0.2094, -0.1382, -0.1382, -0.1875, -0.1042, -0.1042, -0.0921, -0.1425, -0.0822, -0.068, -0.1075, 0.0, 0.0406, -0.0263, -0.0866, -0.0504, -0.0033, -0.1524, -0.2029, -0.0932, -0.1623, -0.1765, -0.2489, -0.3191, -0.3289, -0.3289, -0.2939, -0.2917, -0.3081, -0.3191, -0.3103, -0.2226, -0.2083, -0.2007, -0.3246, -0.25, -0.2862, -0.2215, -0.2533, -0.2632, -0.2149, -0.125, -0.1075, -0.1513, -0.1645, -0.1535, -0.1458, -0.1963, -0.1546, -0.2763, -0.25, -0.2752, -0.2675, -0.3114, -0.3684, -0.3838, -0.5186, -0.5088, -0.5406, -0.5406, -0.5559, -0.5691, -0.5428, -0.5417, -0.4857, -0.4397, -0.4671, -0.4145, -0.4529, -0.4485, -0.4539, -0.4419, -0.409, -0.409, -0.42, -0.4178, -0.4627, -0.4638, -0.4737, -0.4353, -0.4408, -0.4145, -0.4221, -0.4353, -0.3246, -0.3377, -0.3586, -0.3849, -0.3717, -0.3783, -0.2325, -0.2456, -0.0461, -0.0439, -0.114, -0.114, 0.1458, 0.2018, 0.1864, 0.1579, 0.1414, 0.3202, 0.261, 0.2785, 0.034, 0.0011, -0.0724, -0.1524, -0.0713, -0.068, -0.0219, -0.0537, -0.0088, 0.0252, 0.0252, 0.1404, 0.0132, -0.0647, -0.068, -0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021230712825741543", "ticker_idx": 0, "ts": "2026-02-10T14:32:09+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Quarterly results are going to hush the bears", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish NBIS; quarterly results will silence bears.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio Quarterly results are going to hush the bears", "reply_text": null, "parent_text": "Do you think $NBIS management should have more focus on PR or should they just let quarterly results do the talking?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230861663580558, "alpha_c_m1d": 0.01782833570570297, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.005953443810955861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03464429974352301, "ret_signed_p1d": -0.03464429974352301, "alpha_spy_p1d": -0.03441317759985851, "alpha_c_p1d": -0.02750025853892013, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00714404120460288, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947046899233557, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.027045415387507044, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.2250548273111994, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.004932791909445955, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311286351998174, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022692683206984032, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.928859366879119, "alpha_spy_stated": 0.8602087318916414, "alpha_c_stated": 0.9311286351998174, "price_path": [-0.0344, -0.0899, -0.0633, -0.0136, 0.0357, -0.0779, -0.0929, 0.0012, -0.0317, 0.0316, 0.0316, 0.0336, 0.0911, 0.0508, 0.0777, 0.1199, 0.0681, 0.093, 0.0503, 0.0196, 0.0271, -0.0447, -0.116, -0.1181, -0.178, -0.1493, -0.0254, 0.0157, -0.0192, -0.0072, -0.0072, -0.0458, -0.0626, -0.0721, -0.0881, -0.0881, -0.02, 0.0113, 0.0921, 0.0482, 0.06, 0.0669, 0.1693, 0.1486, 0.111, 0.1318, 0.1846, 0.1846, 0.0817, 0.0771, 0.0551, 0.0295, -0.0036, 0.0662, 0.0941, 0.034, -0.0719, -0.0395, -0.02, -0.1024, -0.1952, -0.062, 0.0119, 0.0, -0.0346, -0.0224, 0.0678, 0.0678, 0.0624, 0.1091, 0.1723, 0.0668, 0.0961, 0.1176, 0.1561, 0.1426, -0.0065, -0.0085, -0.0544, 0.0653, 0.0421, -0.0268, 0.0343, 0.0506, 0.2201, 0.177, 0.2305, 0.4146, 0.2673, 0.2916, 0.3239, 0.2814, 0.2436, 0.2519, 0.2538, 0.1545, 0.0984, 0.0051, 0.1304, 0.1107, 0.1855, 0.1855, 0.2261, 0.279, 0.3618, 0.4852, 0.5794, 0.6838, 0.7642, 0.8169, 0.8013, 0.712, 0.734, 0.7055, 0.7011, 0.7113, 0.6032, 0.5793, 0.4763, 0.5382, 0.5059, 0.6831, 0.922, 0.9165, 1.1254, 1.013, 0.9289, 1.0275, 0.9513, 1.2581, 1.4093, 1.3961, 1.1774, 1.1542, 1.0898, 1.396, 1.3398, 1.3398, 1.2667, 1.2701, 1.4658, 1.5176, 1.8817, 1.8389, 1.7419, 1.829, 1.4819, 1.375, 1.3981, 1.3062, 1.4212, 1.5314, 1.8333, 1.8881, 2.0604, 2.1233, 2.1233, 2.0898, 1.9987, 1.8288, 1.7958, 1.6179, null, null, null, null, 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:2054213097808634115", "ticker_idx": 0, "ts": "2026-05-12T14:52:22+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the only major independent American LiDAR company. $48M product revenue. +55% YoY. $175M cash. zero long-term debt.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: NVIDIA DRIVE Hyperion qualification shortens sales cycle; strong financials and sole major US LiDAR pure-play.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$OUST just got qualified on the NVIDIA DRIVE Hyperion platform.\n\nRev8 sensors are now pre-integrated into DriveWorks SDK. this means any team building autonomy on $NVDA silicon can toggle $OUST into their perception stack. the sales cycle just got shorter.\n\nthe future of AI and physiscal robotics is here.\n\n$48M product revenue. +55% YoY. $175M cash. zero long-term debt.\n\nthe only major independent American LiDAR company. \n\nfull breakdown in the article 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/aAU99sFycK", "parent_author": null, "ret_m1d": -0.011070152774400377, "ret_signed_m1d": -0.011070152774400377, "alpha_spy_m1d": -0.012587403952626364, "alpha_c_m1d": -0.026366929531552064, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.015296776757151687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2608855235407992, "ret_signed_p1d": 0.2608855235407992, "alpha_spy_p1d": 0.25529068572618807, "alpha_c_p1d": 0.25146768210001236, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.009417841440786834, "ret_p1w": 0.096678926014933, "ret_signed_p1w": 0.096678926014933, "alpha_spy_p1w": 0.1027072286391898, "alpha_c_p1w": 0.10786617691923539, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.011187250904302393, "ret_p1m": 0.41660512358879953, "ret_signed_p1m": 0.41660512358879953, "alpha_spy_p1m": 0.433877316029601, "alpha_c_p1m": 0.40844301177959585, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.008162111809203676, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.41660512358879953, "alpha_spy_stated": 0.433877316029601, "alpha_c_stated": 0.40844301177959585, "price_path": [-0.3295, -0.3074, -0.3074, -0.3137, -0.314, -0.2959, -0.3129, -0.3336, -0.3118, -0.2694, -0.2756, -0.3007, -0.2528, -0.1985, -0.1742, -0.2185, -0.252, -0.2417, -0.1745, -0.0867, -0.1675, -0.2077, -0.214, -0.2107, -0.2347, -0.2229, -0.2601, -0.2185, -0.241, -0.2539, -0.2875, -0.3483, -0.3863, -0.3221, -0.3129, -0.2808, -0.2808, -0.2875, -0.2867, -0.2524, -0.2609, -0.2365, -0.1926, -0.1358, -0.0982, -0.1081, -0.1048, 0.0015, 0.0188, 0.0244, -0.0255, 0.0413, -0.0066, -0.0358, -0.0576, -0.0052, -0.024, 0.0387, 0.0554, 0.0847, -0.0956, -0.0701, -0.0111, 0.0, 0.2609, 0.2863, 0.2863, 0.1343, 0.0967, 0.1391, 0.2948, 0.3664, 0.3664, 0.5756, 0.6321, 0.562, 0.6993, 0.6579, 0.6985, 0.6221, 0.7376, 0.4642, 0.5085, 0.4214, 0.4166, 0.4616, 0.4686, 0.6672, 0.5768, 0.5026, 0.7185, 0.7185, 0.7594, 0.6664, 0.5022, 0.5432, 0.5506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033169976715256182", "ticker_idx": 0, "ts": "2026-03-15T13:14:31+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR is THE WAR STOCK", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bullish verdict on PLTR as the premier defense/war stock.", "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": "reply_other", "lang": "en", "tweet_text": "@cidman00 $PLTR is THE WAR STOCK", "reply_text": null, "parent_text": "@CoffeeStocksGuy I know $PLTR should be on that list", "quoted_text": null, "parent_author": "cidman00", "ret_m1d": -0.011589865494454954, "ret_signed_m1d": -0.011589865494454954, "alpha_spy_m1d": -0.0015155256803558448, "alpha_c_m1d": -0.0015155256803558448, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015453120688108335, "ret_signed_p1d": 0.015453120688108335, "alpha_spy_p1d": 0.012822575697002847, "alpha_c_p1d": 0.012822575697002847, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": 0.053169166135959456, "ret_signed_p1w": 0.053169166135959456, "alpha_spy_p1w": 0.07089659244273006, "alpha_c_p1w": 0.07089659244273006, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": -0.11144581021751365, "ret_signed_p1m": -0.11144581021751365, "alpha_spy_p1m": -0.1522908863237421, "alpha_c_p1m": -0.1522908863237421, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": -0.14169721854818096, "ret_signed_p3m": -0.14169721854818096, "alpha_spy_p3m": -0.24743958765651042, "alpha_c_p3m": -0.24743958765651042, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11144581021751365, "alpha_spy_stated": -0.1522908863237421, "alpha_c_stated": -0.1522908863237421, "price_path": [0.1609, 0.2159, 0.2662, 0.2702, 0.2711, 0.2714, 0.2714, 0.2357, 0.206, 0.1841, 0.1639, 0.1639, 0.0991, 0.1396, 0.1767, 0.1896, 0.1581, 0.1622, 0.1748, 0.1718, 0.1682, 0.1594, 0.1194, 0.1194, 0.1035, 0.0826, 0.0863, 0.1105, 0.0966, 0.085, 0.0303, -0.0056, -0.0401, -0.0325, 0.0338, -0.0863, -0.1487, -0.1101, -0.0642, -0.0865, -0.1116, -0.1545, -0.1395, -0.1395, -0.129, -0.1135, -0.1167, -0.1145, -0.1448, -0.1564, -0.1213, -0.1099, -0.1017, -0.0494, -0.036, 0.0031, -0.0003, 0.0291, 0.0243, -0.0103, -0.0073, 0.0051, -0.0116, 0.0, 0.0155, 0.0003, 0.0194, -0.0134, 0.0532, 0.0135, 0.0147, -0.0338, -0.0633, -0.0993, -0.0422, -0.0408, -0.0279, -0.0279, -0.0314, -0.0174, -0.0783, -0.1456, -0.1615, -0.1333, -0.1114, -0.0692, -0.0652, -0.0414, -0.0447, -0.0442, -0.0007, -0.073, -0.0631, -0.063, -0.0756, -0.0966, -0.0891, -0.0566, -0.0438, -0.1101, -0.124, -0.1026, -0.0977, -0.1037, -0.1095, -0.1484, -0.1243, -0.1226, -0.1151, -0.1143, -0.102, -0.1002, -0.1037, -0.1037, -0.1056, -0.1323, -0.0614, 0.025, 0.0519, -0.0036, -0.0689, -0.0722, -0.1126, -0.1064, -0.1352, -0.1474, -0.1417, -0.1619, -0.1179, -0.1275, -0.1446, -0.1588, -0.1588, -0.2175, -0.2359, -0.2568, -0.2976, -0.2605, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039766945050796358", "ticker_idx": 0, "ts": "2026-04-02T18:08:31+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": "Bitcoin and Smarter Web - both ridiculously mispriced right now!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both Bitcoin and Smarter Web (SWC) are ridiculously mispriced; bullish on both at current levels.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Bitcoin and Smarter Web - both ridiculously mispriced right now!", "reply_text": null, "parent_text": null, "quoted_text": "$SWC (UK's biggest $BTC Treasury) now at just 26p/share.\n\nThe risk/reward is extremely attractive - especially if you're bullish on Bitcoin like myself.\n\nFor a 0.73 mNAV, you can get:\n\n1. 2695 $BTC on the Balance Sheet \n2. 34p of Bitcoin per share\n3. A fantastic, transparent https://t.co/TV9eAKqUnh", "parent_author": null, "ret_m1d": 0.017790548810364015, "ret_signed_m1d": 0.017790548810364015, "alpha_spy_m1d": 0.018690198243795697, "alpha_c_m1d": 0.018690198243795697, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008996494334316818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0006358522809097877, "ret_signed_p1d": 0.0006358522809097877, "alpha_spy_p1d": 0.0006358522809097877, "alpha_c_p1d": 0.0006358522809097877, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.07294606223012923, "ret_signed_p1w": 0.07294606223012923, "alpha_spy_p1w": 0.03622931800189999, "alpha_c_p1w": 0.03622931800189999, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.03671674422822924, "ret_p1m": 0.16879460324464524, "ret_signed_p1m": 0.16879460324464524, "alpha_spy_p1m": 0.06995800802120344, "alpha_c_p1m": 0.06995800802120344, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.09883659522344179, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16879460324464524, "alpha_spy_stated": 0.06995800802120344, "alpha_c_stated": 0.06995800802120344, "price_path": [0.4036, 0.4013, 0.3651, 0.3609, 0.3532, 0.3634, 0.4251, 0.4491, 0.4285, 0.4281, 0.3837, 0.3203, 0.3362, 0.3375, 0.3381, 0.3196, 0.3321, 0.3333, 0.2642, 0.2577, 0.1764, 0.1307, 0.0917, -0.0626, 0.0548, 0.0483, 0.0285, 0.0015, -0.01, 0.0294, 0.0292, 0.0091, -0.0069, 0.001, 0.0167, -0.034, -0.042, 0.016, 0.0084, -0.0151, 0.0282, 0.021, 0.087, 0.0591, 0.0187, 0.0226, 0.0454, 0.0496, 0.0539, 0.061, 0.1192, 0.1052, 0.0651, 0.0452, 0.0543, 0.0602, 0.0543, 0.0661, 0.0285, -0.0082, -0.0029, 0.0201, 0.0178, 0.0, 0.0006, 0.0295, 0.0755, 0.0633, 0.0729, 0.0911, 0.1136, 0.109, 0.1184, 0.1235, 0.1531, 0.1343, 0.1415, 0.1692, 0.1701, 0.158, 0.1566, 0.1415, 0.1329, 0.1408, 0.1688, 0.1934, 0.2099, 0.2174, 0.1962, 0.1988, 0.2219, 0.2032, 0.1852, 0.2117, 0.1821, 0.1505, 0.1474, 0.158, 0.1592, 0.1286, 0.1554, 0.1336, 0.1115, 0.0994, 0.0969, 0.0662, -0.0028, -0.043, -0.0462, -0.0892, -0.0568, -0.0784, -0.0813, -0.0497, -0.05, -0.009, -0.0193, -0.0369, -0.0597, -0.05, -0.0439, -0.0631, -0.0881, -0.1071, -0.1027, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049830947474878802", "ticker_idx": 0, "ts": "2026-04-30T12:39:16+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the best pure-play space stock right now IMO.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Filtronic as the best pure-play space stock; SpaceX equity-linked deal creates deep technical lock-in, GaN advantage, and multi-year revenue certainty.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "The Uniqueness of the Filtronic-SpaceX Agreement is not being discussed enough.\n\nThe agreement between Filtronic and SpaceX is not a standard supplier contract; it is a highly structured, equity-linked strategic alliance that is unique for several reasons:\n\n1. Counter-Vertical Integration Validation\n\nSpaceX is known for its intense preference for vertical integration-designing and building almost everything in-house to control costs and speed. Filtronic’s 5-year partnership for E-band SSPAs is a rare exception, serving as a \"significant testament\" to Filtronic’s ability to design technology that SpaceX cannot efficiently replicate.\n\n2. The \"Order Cadence\" Clause\n\nUnlike typical contracts that rely on a \"best efforts\" basis, this agreement includes a strict cadence of order flow. SpaceX must place minimum orders of at least $10 million in every 12-month period. If the timing between orders exceeds 12 months, the warrants issued to SpaceX expire within six months.\n\nThis effectively forces a steady demand floor.\n\n3. Performance-Linked Equity Warrants\n\nThe agreement gives SpaceX the right to own up to 15% of Filtronic, but this ownership is strictly \"earned.\" Warrants vest in tranches tied directly to order volume and technology milestones:\n\n• Tranche 1: Vested upon $37m in orders for E-band SSPA platforms.\n\n• Tranche 2: Vests based on orders for products in alternative frequency bands or next-gen GaN (Gallium Nitride) technology.\n\n• Tranche 3: Issued at a higher exercise price (92.8p), further aligning interests as the relationship scales.\n\n4. First-Mover Advantage in GaN Technology\n\nThe most recent expansion of the deal makes SpaceX the primary beneficiary of Filtronic’s next-generation E-band GaN technology. \n\nThis technology delivers double the output power of existing Gallium Arsenide (GaAs) solutions, providing Starlink with a significant advantage in ground-to-satellite signal strength and thermal management.\n\n5. Strategic Lock-in via Multi-Orbit Applications\n\nThe agreement has evolved from simple ground station modules to collaborative efforts in satellite payloads and multiple orbits (LEO, MEO, and GEO). \n\nBy embedding Filtronic’s IP into both the ground segment and the actual satellite hardware, SpaceX has created a deep technical interdependency that makes switching suppliers extremely difficult.\n\nThe agreement is a symbiotic \"growth hack\": SpaceX secures a leading-edge RF supply chain for Starlink’s expansion, while Filtronic receives multi-year revenue certainty and a \"hallmark\" validation that has allowed it to re-rate from a penny stock to a high-frequency technology leader. \n\nThis is the best pure-play space stock right now IMO.\n\n$FTC", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/139bOSPqmq", "parent_author": null, "ret_m1d": -0.07216494845360821, "ret_signed_m1d": -0.07216494845360821, "alpha_spy_m1d": -0.062313334870847115, "alpha_c_m1d": -0.05018512501467587, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.021979823438932344, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013745704467353903, "ret_signed_p1d": -0.013745704467353903, "alpha_spy_p1d": -0.0165147997597046, "alpha_c_p1d": -0.014048774760977212, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": 0.00030307029362330873, "ret_p1w": 0.39175257731958757, "ret_signed_p1w": 0.39175257731958757, "alpha_spy_p1w": 0.3737746171757932, "alpha_c_p1w": 0.383263906261085, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": 0.008488671058502595, "ret_p1m": 0.3402061855670102, "ret_signed_p1m": 0.3402061855670102, "alpha_spy_p1m": 0.2875804325295075, "alpha_c_p1m": 0.3107988483985469, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": 0.029407337168463332, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3402061855670102, "alpha_spy_stated": 0.2875804325295075, "alpha_c_stated": 0.3107988483985469, "price_path": [-0.3711, -0.3608, -0.3299, -0.3162, -0.3144, -0.299, -0.3196, -0.323, -0.3265, -0.323, -0.299, -0.3093, -0.2955, -0.3058, -0.3093, -0.3196, -0.3127, -0.3127, -0.3196, -0.3058, -0.3127, -0.354, -0.3196, -0.3299, -0.3419, -0.3849, -0.3436, -0.3213, -0.3299, -0.3402, -0.3625, -0.3574, -0.366, -0.4175, -0.4467, -0.4158, -0.4158, -0.3677, -0.3711, -0.3574, -0.354, -0.3402, -0.3093, -0.2955, -0.2955, -0.2955, -0.299, -0.2715, -0.299, -0.3127, -0.3162, -0.2921, -0.2577, -0.2405, -0.1993, -0.1581, -0.1409, -0.0756, -0.0275, 0.0172, -0.0808, -0.0962, -0.0722, 0.0, -0.0137, -0.0137, 0.2027, 0.1684, 0.3918, 0.3058, 0.2869, 0.2302, 0.3849, 0.4021, 0.3918, 0.4124, 0.5447, 0.6117, 0.3918, 0.3024, 0.3024, 0.4089, 0.3368, 0.2543, 0.3402, 0.3574, 0.2371, -0.0137, 0.1203, 0.1684, 0.3402, 0.1684, 0.0825, 0.0653, 0.1168, 0.1564, 0.2938, 0.2715, 0.2715, 0.2955, 0.3058, 0.1684, 0.0653, -0.0378, -0.2096, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2022324886249808079", "ticker_idx": 0, "ts": "2026-02-13T15:00:00+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still holding. But my conviction has moved from high to moderate.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still long TE into Feb 26 earnings but conviction reduced to moderate amid CAO termination, Culper short report, and RWE lawsuit.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "This week I questioned $TE's CAO termination. \n\nI pulled every 13F filing and SEC Form 4.\n\nThe result? Smart money is completely divided on $TE. Here's the full picture:\n\nTHE BULL CASE - Institutions are piling in:\n\n• Vanguard increased their position 58% QoQ - now holds 10.5M shares\n• UBS surged 698% QoQ - 4.5M shares\n• Goldman Sachs increased 267% - 1.4M shares\n• BNP Paribas up 5,484% - 1.5M shares\n• 45 NEW institutional positions opened this quarter\n\nTHE BEAR CASE - Others are running:\n\n• KIM LLC dumped 81.7% of their position - sold ~5.8M shares in one quarter\n• Franklin Resources reduced 11.4%\n• Cambridge Investment cut 26.8%\n• 6 institutions fully exited\n• CAO terminated Feb 5 - no explanation, 3 weeks before earnings\n\nAND THEN THERE'S CULPER RESEARCH (Jan 21 short report):\n\n• Alleges $TE is a \"failed EV battery SPAC\" masquerading as American solar\n• Claims $TE is operationally dependent on Trina Solar (a foreign entity of concern)\n• RWE Clean Energy SUED $TE after terminating their offtake agreement Dec 19\n• Questions eligibility for 45X tax credits - calls potential guidance a \"death blow\"\n• Stock dropped 12.4% on publication day\n\nPomerantz Law Firm also has announced an investigation on behalf of $TE investors.\n\nMY TAKE:\n\n108 institutions hold $TE. 45 are new. 26 are increasing.\n\nThe Culper research report was a load of FUD, disproven largely by this great community.\n\nFeb 26 earnings will be decisive. I need management to:\n\n1. Address the CAO termination directly\n2. Respond to Culper's FEOC allegations\n3. Provide clear 2026 revenue guidance\n4. Explain the RWE lawsuit and customer diversification plan\n\nI'm still holding. But my conviction has moved from high to moderate.\n\nThe data demands honest assessment, not blind loyalty.\n\n$TE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014705907560596199, "ret_signed_m1d": 0.014705907560596199, "alpha_spy_m1d": 0.015409910694139217, "alpha_c_m1d": 0.022858896608273005, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.008152989047676806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.014705907560596199, "ret_signed_p1w": 0.014705907560596199, "alpha_spy_p1w": 0.0034406873854613274, "alpha_c_p1w": -0.0028631836338444128, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.01756909119444061, "ret_p1m": 0.2614378978025753, "ret_signed_p1m": 0.2614378978025753, "alpha_spy_p1m": 0.2800956908976564, "alpha_c_p1m": 0.308001608392381, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.046563710589805685, "ret_p3m": -0.08333329437604842, "ret_signed_p3m": -0.08333329437604842, "alpha_spy_p3m": -0.17513712104979284, "alpha_c_p3m": -0.08297643101825314, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": -0.00035686335779527845, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2614378978025753, "alpha_spy_stated": 0.2800956908976564, "alpha_c_stated": 0.308001608392381, "price_path": [-0.5, -0.5278, -0.5556, -0.5556, -0.4869, -0.4624, -0.3725, -0.3725, -0.3268, -0.2696, -0.2255, -0.2614, -0.165, -0.0474, -0.0163, 0.0997, 0.0049, -0.0408, -0.1258, -0.1732, -0.1111, -0.1144, -0.0163, 0.0507, 0.1928, 0.1618, 0.152, 0.152, 0.1111, 0.049, 0.0621, 0.0915, 0.0915, 0.281, 0.3399, 0.25, 0.1895, 0.1127, 0.134, 0.1781, 0.2843, 0.2843, 0.2108, 0.335, 0.335, 0.3529, 0.2778, 0.3676, 0.3889, 0.3301, 0.4902, 0.5507, 0.451, 0.3611, 0.415, 0.4853, 0.2631, 0.1879, 0.3513, 0.2484, 0.2271, 0.1193, 0.0147, 0.0, 0.0, 0.0523, 0.0556, 0.031, 0.0147, 0.0278, 0.1585, 0.1797, 0.1912, 0.0065, 0.1176, 0.0637, 0.1601, 0.1127, 0.098, 0.1699, 0.3039, 0.3301, 0.2647, 0.2451, 0.2614, 0.2729, 0.1977, 0.2598, 0.0784, 0.1176, 0.0801, 0.0915, 0.0261, -0.0588, -0.0817, -0.2827, -0.268, -0.3154, -0.3154, -0.3382, -0.3578, -0.3186, -0.317, -0.2337, -0.165, -0.2059, -0.1275, -0.1846, -0.1781, -0.1863, -0.1683, -0.1193, -0.1193, -0.1356, -0.1324, -0.1993, -0.201, -0.2157, -0.1585, -0.1667, -0.1275, -0.1389, -0.1585, 0.0065, -0.0131, -0.0441, -0.0833, -0.0637, -0.0735, 0.1438, 0.1242, 0.4216, 0.4248, 0.3203, 0.3203, 0.7075, 0.7908, 0.768, 0.7255, 0.701, 0.9673, 0.8791, 0.9052, 0.5408, 0.4918, 0.3824, 0.2631, 0.384, 0.3889, 0.4575, 0.4101, 0.4771, 0.5278, 0.5278, 0.6993, 0.5098, 0.3938, 0.3889, 0.3415, null, null, null, null, null, null, null, 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:2025217755587162201", "ticker_idx": 0, "ts": "2026-02-21T14:35:14+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The thesis is intact and accelerating... A pullback to 7–8 would offer a more compelling entry for those not already positioned. For those already in from lower levels, the recent contract momentum supports holding.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long OSS: defence AI edge pure-play with intact growth thesis; pullback to $7–8 is better entry, but current holders supported by contract momentum.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "THE ULTIMATE $OSS INVESTMENT REPORT\n\nOne Stop Systems (Nasdaq: $OSS) is a micro-cap pure-play on rugged edge AI computing, serving primarily the U.S. defense sector. The stock trades at $9.72 with a market cap of $238.29mn, sitting near its 52-week high of $12.75 after rallying from a 52-week low of just $1.85 - a ~470% move over the past year. That rally has been driven by a cascade of defence contract wins, the strategic divestiture of its Bressner subsidiary, and a sharpened focus on high-growth AI/ML edge computing.[1]\n\n1. The Business Model \n\n~~~What OSS Actually Does\n\nOSS designs, manufactures, and sells rugged, high-performance computing (HPC) and storage hardware built for deployment outside the data centre — the \"edge\" — in environments where heat, vibration, shock, and mission-critical reliability are part of the job. \n\nThink: inside combat vehicles, on naval vessels, aboard reconnaissance aircraft, and in autonomous vehicles.[2][1] \n\nTheir tagline internally is \"AI on the Fly\" — bringing data-centreclass GPU/CPU compute power into a form factor that can survive a battlefield.[3]\n\n~~~Core Product Line\n\nRuggedised Servers: Custom-built short-depth servers (e.g., 4U SDS) designed for military spec (shock, vibration, extreme temperatures)\n\nPCIe Switch Fabric Accelerators: Ultra-low-latency interconnects that allow GPUs, sensors, and storage to communicate at data-centre speeds inside a rugged chassis; this is OSS’s core differentiating IP\n\nFlash Storage Arrays: Military-grade NVMe storage with hot-swappable canisters for secure data capture and offload (used on the P-8A Poseidon)\n\nGPU-Accelerated Compute Modules: Crew computers and video/sensor concentrators using NVIDIA GPUs for real-time 360° situational awareness in combat vehicles\n\nStorage Acceleration Software: Software layer that manages high-speed data workflows\n\n~~~How They Make Money\n\nRevenue is generated through direct hardware sales to:\n\nU.S. Defence Primes and Government Agencies — the primary and fastest-growing channel. OSS sells directly to the U.S. Navy, U.S. Army, and through integration with Tier 1 defence primes (Safran Federal Systems, unnamed “top-tier” primes)\n\nCommercial OEMs — aerospace in-flight entertainment systems, medical imaging, autonomous vehicles\n\nDistributor Network — for broader commercial reach\n\nThe business model is project-based and hardware-centric. OSS works closely with customers on custom engineering to meet specific performance, ruggedisation, and environmental standards, then produces the hardware.\n\nRevenue is transactional (one-time hardware sales) rather than recurring, though multi-year platform wins create repeat order cycles.\n\n~~ The Bressner Divestiture (Dec 2025)\n\nOSS sold its European subsidiary Bressner Technology GmbH to Hiper Euro GmbH on 30 December 2025 for 22.4 million (acquired for just 5.6M in 2018).\n\nUnder OSS ownership, Bressner grew annual sales from 18.3M to ~33M.\n\nThe divestiture:\n\nSharpens focus entirely on the core rugged AI/ML edge compute business\n\nLeaves OSS with a significant cash position, no debt, and higher gross margins\n\nFrees capital for organic growth and potential M&A\n\n2025 Full-Year Guidance was raised to 63–65 million consolidated revenue, with OSS segment revenue of 30–32 million.\n\nManagement projects 20–30% annual OSS segment growth for 2026.\n\n2. The Industry & Moat\n\n~~~The Edge Computing Market\n\n$OSS operates in the global edge computing market, projected to grow from ~21.4 billion in 2025 to ~28.5 billion in 2026, with a 28% CAGR through 2035.\n\nSpecifically, OSS targets the rugged/military subset of this market, where performance at the tactical edge — not in a climate-controlled data centre — is the requirement.\n\nThe composable infrastructure market (which Ponto targets) is projected to grow from 5.87 billion in 2024 to 28.44 billion by 2031.\n\nOther notable competitors include ADLINK, Kontron, and Aitech in the rugged edge space, plus HPE and Dell in the broader server market.\n\n~~~Does OSS Have a Moat?\n\nThe honest answer: OSS has a narrow but real technological moat, not a wide one.\n\nMoat strengths:\nProprietary PCIe Switch Fabric Technology: The crown jewel. OSS’s high-speed PCIe switch fabric delivers ultra-low-latency data transfer between GPUs, sensors, and storage — critical for real-time sensor fusion in combat vehicles and aircraft. \n\nCEO Mike Knowles has stated: “While competitors work to bring TSN-enabled systems to market, OSS has already fielded both TSN and next-generation PCIe-enabled systems.” \n\nOSS claims its PCIe fabric delivers performance beyond what traditional fabric connections can offer for mission-critical government applications.\n Tier 2 OEM / NPN Elite Partner Status: OSS has direct access to NVIDIA’s latest GPU architectures (H100, Grace CPU) and priority support for the NVIDIA AI software stack. This is a meaningful gatekeeping advantage.\n\nDesign Win Lock-In: Once OSS’s hardware is qualified and integrated into a defence platform (e.g., P-8A Poseidon, Stryker), switching costs are enormous. Military qualification testing and certification cycles mean customers are locked in for years — the P-8A programme alone has generated over 65 million in lifetime contracted revenue.\n\nPonto (PCIe Gen 5 Expansion Platform): Launched in July 2025, Ponto is claimed to be the world’s first PCIe Gen 5 expansion platform supporting 16 GPUs in a 6U rack space with over 16kW of power. This positions OSS in the composable infrastructure market for commercial datacentres as well.\n\nTSN (Time Sensitive Networking) Leadership: OSS has fielded TSN-enabled systems for the Army while competitors are still developing them.\n\nCRADA with USSOCOM: The Cooperative Research and Development Agreement with U.S. Special Operations Command provides embedded R&D relationships within the DoD.\n\nMoat weaknesses:\nNo meaningful patent portfolio found: The patent search returned results for competitors (Liqid, EMC/Dell) but no patents directly assigned to One Stop Systems. OSS’s advantage appears to be more about systems integration expertise and qualification/certification than hard IP protection.\n\nNo recurring revenue/software layer: OSS is pure hardware; no subscription software, no maintenance contracts creating lock-in beyond the platform design win.\n\nTiny R&D budget: ~1.4M per quarter vs Mercury’s hundreds of millions. OSS cannot out-innovate on raw spend.\n\nCustomer concentration risk: Revenue is lumpy and dependent on a handful of large programmes.\n\nBrain Mode Assessment: OSS’s moat is real but fragile. It’s a qualification moat more than a patent moat. Once embedded in a military platform and primes have spent millions integrating and testing hardware, they won’t rip it out. But OSS needs to keep winning new platforms to grow, and each new win is a competitive battle against better-funded rivals.\n\n3. The Catalysts\n\nQ4 2025 Earnings (expected ~18 March 2026): First full quarter post-Bressner divestiture. Market will scrutinise standalone OSS segment profitability and updated 2026 guidance.\n\nArmy Combat Vehicle Programme Expansion: The 1.2M pre-production order is a design win — if prototypes pass field testing at GVSC Warren, this opens production orders across Stryker, Bradley, Abrams, and emerging unmanned platforms. This could be a multi-tens-of-millions programme.\n\nSafran Deepening Relationship: Already 1.9M in aggregate orders with revised 7M+ 5-year potential, and OSS is collaborating with additional business units.\n\nP-8A Poseidon Continued Production: With 65M+ lifetime contracted and a production aircraft that will be in service for decades, this is a durable revenue source even without formal subscription revenue.\n\nPotential M&A: The 12.5M capital raise was explicitly for growth and “mergers and acquisitions.” With 28–29M in estimated cash post-Bressner sale and zero debt, OSS has significant firepower relative to its size.\n\n2026 Revenue Growth Guidance: Management projects 20–30% annual OSS segment growth for 2026. Given the contract pipeline, this appears achievable.\n\nAnalyst Coverage\n\nThree analysts rate the stock Buy and one rates it Sell. Prior to the recent rally, price targets ranged from 6.00 (Lake Street Capital) to 8.00 (Roth Capital). These targets are now well below the current price, suggesting either upgrades are coming or the stock has run ahead of consensus.\n\n4. The Asymmetry Check\n\nThe Bull Case (High Growth Ceiling)\nAddressable market is enormous: The edge AI market is projected at 109 billion by 2030 at 23% CAGR. Even a tiny slice of this is transformational for a 258M market cap company.\n\nDefence spending tailwinds: U.S. defence budgets are rising, with particular emphasis on AI/ML modernisation, sensor fusion, and autonomous systems — exactly OSS’s sweet spot.\n\nSales pipeline reportedly exceeds 1 billion. If even 5–10% converts over the next 2–3 years, that’s 50–100M in new awards against current 30–32M OSS segment revenue.\n\nRevenue is accelerating: Q3 2025 OSS segment revenue grew 43.4% YoY. The company reached near-profitability (263K net income in Q3 2025) for the first time in years.\n\nPost-Bressner focus: A simplified, pure-play story with higher margins (OSS segment gross margin 45.6% in Q3) is more attractive to growth investors.\n\nIf OSS executes on 25% revenue growth for the next 3 years, the OSS segment alone could reach ~60–65M by FY2028, implying consolidated revenue (if they make acquisitions) could approach 80–100M. At a reasonable 3–4x P/S for a growing defence tech company, that’s a 240–400M market cap just on the base case.\n\nThe Bear Case (Valuation Floor)\nStill unprofitable on a TTM basis: EPS of -0.32. The company has been a serial cash burner.\nNo recurring revenue: Every dollar must be won anew. Revenue is lumpy and project-dependent.\nCustomer concentration risk: A handful of large programmes (P-8A, Army combat vehicles) drive the growth narrative. A programme delay or cancellation would be devastating.\nTiny R&D budget: 1.4M per quarter is not enough to maintain technological leadership indefinitely against well-funded competitors.\nDilution: The 12.5M raise at 5.00/share added 2.5M shares. Further dilution is possible if OSS pursues M&A.\nValuation has run: At 4.29x P/S on TTM revenue, the stock is no longer cheap in absolute terms. Mercury Systems trades at ~5.7x P/S but has 1.4–1.5B in backlog and 943M in revenue.\nTangible book value: Shareholders’ equity was 26.3M at Q3 2025. Adding the 22.4M Bressner proceeds gets to 48–49M in tangible equity. At 258M market cap, the stock trades at ~5.3x book. If the growth story fails, there’s significant downside to book value.\nThe Asymmetry Verdict\nBrain Mode: Yes, OSS displays characteristics of an asymmetric bet — but the asymmetry has partially compressed after the ~470% run from 52-week lows.\n\nAsymmetry present:\nThe downside floor is arguably in the 3–5 range (roughly 1x book value with the Bressner cash, plus ongoing P-8A revenue providing baseline support). That’s 50–70% downside from here.\n\nThe upside ceiling, if the defence AI edge thesis plays out and OSS captures even modest share of a 100B+ market with improving margins, is materially higher — potentially 20–30+ over 2–3 years (2–3x from current levels).\n\nThe reward-to-risk ratio is approximately 2–3:1 on a multi-year timeframe, which qualifies as asymmetric.\nBut the bet was far more asymmetric 6–12 months ago at 2–4/share. At those levels, the downside was limited to tangible book value while the upside was the same growth story. The risk/reward has tightened considerably.\n\nKey considerations for position sizing:\nThis is a speculative, high-conviction position — not a core holding\nThe next 1–2 quarters are critical: Q4 2025 earnings will show the first clean standalone OSS financials, and the Army combat vehicle prototypes will determine whether that programme scales\nThe 10.5M P-8A award (announced 19 Feb 2026) confirms the pipeline is converting — this is the single most important validation point\n\nWatch for analyst upgrades — the current consensus target of 6.17 is stale and likely to be revised sharply higher\n\nOverall assessment: symmetry. The thesis is intact and accelerating, but price has moved significantly. A pullback to 7–8 would offer a more compelling entry for those not already positioned. 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{"unit_id": "orig:2045883642979995986", "ticker_idx": 8, "ts": "2026-04-19T15:14:05+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASTS space-based cellular broadband", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Growth portfolio watchlist of 9 names across AI infrastructure, lidar, drone defense, satellite launch, and BTC amplification.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "UPDATED GROWTH PORTFOLIO WATCHLIST\n\n$POET optical interposer platform for AI data centers\n$OUST lidar & perception platform for Physical AI \n$IREN vertically integrated AI cloud infrastructure \n$HIMS converging macro + regulatory tailwinds\n$ASYS thermal equipment for semiconductor packaging \n$ASST 48% BTC amplification ratio — 13,310 BTC \n$ONDS autonomous drone defense \n$FLY commercial small-sat launch provider & defense \n$ASTS space-based cellular broadband", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.055925910855517014, "ret_signed_m1d": 0.055925910855517014, "alpha_spy_m1d": 0.05392216878712186, "alpha_c_m1d": 0.05392216878712186, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012222195849006523, "ret_signed_p1d": -0.012222195849006523, "alpha_spy_p1d": -0.005675303000467036, "alpha_c_p1d": -0.005675303000467036, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": -0.04691361792293591, "ret_signed_p1w": -0.04691361792293591, "alpha_spy_p1w": -0.05601459764721084, "alpha_c_p1w": -0.05601459764721084, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": 0.0876543021496432, "ret_signed_p1m": 0.0876543021496432, "alpha_spy_p1m": 0.05236523297836371, "alpha_c_p1m": 0.05236523297836371, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0876543021496432, "alpha_spy_stated": 0.05236523297836371, "alpha_c_stated": 0.05236523297836371, "price_path": [0.2778, 0.4367, 0.4021, 0.2936, 0.3746, 0.4967, 0.5073, 0.373, 0.2907, 0.4291, 0.2778, 0.1515, 0.2567, 0.2607, 0.1885, 0.1965, 0.0151, 0.0186, 0.0186, 0.0251, 0.0423, 0.0667, -0.0099, 0.0358, 0.0595, 0.0168, 0.0588, -0.0223, 0.0731, 0.1442, 0.2949, 0.1588, 0.1046, 0.1081, 0.0806, 0.089, 0.0752, 0.0659, 0.1001, 0.1815, 0.1202, 0.1616, 0.1102, 0.0916, 0.0738, 0.1859, 0.0847, -0.0288, -0.0886, 0.0231, 0.0369, 0.1435, 0.1435, 0.1705, 0.1428, 0.1909, 0.131, 0.1716, 0.2219, 0.0935, 0.073, 0.1227, 0.0559, 0.0, -0.0122, 0.0452, -0.0278, -0.0568, -0.0469, -0.1126, -0.1377, -0.0877, -0.1248, -0.1552, -0.2115, -0.1274, -0.1932, -0.0735, 0.0191, -0.0993, -0.0764, 0.0248, 0.033, 0.072, 0.0877, 0.1059, 0.188, 0.3069, 0.3069, 0.4778, 0.6, 0.6431, 0.4001, 0.3043, 0.4589, 0.33, 0.3246, 0.1556, 0.1365, 0.0952, 0.078, 0.2044, 0.0174, 0.0811, 0.0154, 0.0547, -0.0042, -0.0042, -0.0964, -0.1004, -0.1604, -0.1899, -0.1179, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059285044024213960", "ticker_idx": 0, "ts": "2026-05-26T14:46:28+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a name I have relentlessly been telling my subscribers about. Market cap only $1.3 billion still...", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long ASST; author has been pushing it to subscribers and highlights $1.3B market cap as still undervalued relative to BTC accumulation pace.", "resolved_tickers": ["ASST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "original", "lang": "en", "tweet_text": "$ASST is up 5% today. This is a name I have relentlessly been telling my subscribers about. Market cap only $1.3 billion still...\n\nToday's Purchase \n$ASST purchased 1,109 bitcoin:native at an average price of ~$76,989 per coin in the four days ended May 22, bringing total holdings to 16,500 BTC - now the seventh-largest publicly traded corporate Bitcoin holder. \n\nBalance Sheet\nCash and cash equivalents rose to $93.3 million, up from $87.3 million. Strive also holds over $50 million in $MSTR $STRC preferred stock. \n\nAccumulation Pace\nStrive has grown its treasury by more than 2,200 BTC since January 2026, when it held 12,798 BTC following its acquisition of Semler Scientific.\n\nThe $SATA Engine\nStrive has funded much of its Bitcoin accumulation through issuances of SATA, allowing it to raise capital for Bitcoin purchases without adding traditional debt to its balance sheet. \n\n$ASST is up 133% in three months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00607727628091892, "ret_signed_m1d": 0.00607727628091892, "alpha_spy_m1d": 0.01267213671988443, "alpha_c_m1d": 0.004341470613780318, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": 0.0017358056671386013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015469650869851082, "ret_signed_p1d": -0.015469650869851082, "alpha_spy_p1d": -0.015296408705105069, "alpha_c_p1d": -0.00717652939571789, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.008293121474133192, "ret_p1w": -0.1093922375970443, "ret_signed_p1w": -0.1093922375970443, "alpha_spy_p1w": -0.12135613768009457, "alpha_c_p1w": -0.10187056069846856, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": -0.0075216768985757465, "ret_p1m": -0.3066298383295504, "ret_signed_p1m": -0.3066298383295504, "alpha_spy_p1m": -0.2860313041783836, "alpha_c_p1m": -0.3463247925032028, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.03969495417365243, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3066298383295504, "alpha_spy_stated": -0.2860313041783836, "alpha_c_stated": -0.3463247925032028, "price_path": [-0.5475, -0.5613, -0.5177, -0.5398, -0.4685, -0.489, -0.5193, -0.5298, -0.5039, -0.4901, -0.5122, -0.4735, -0.4, -0.3867, -0.4456, -0.4331, -0.4464, -0.4232, -0.4514, -0.4006, -0.4249, -0.4555, -0.4823, -0.4464, -0.4387, -0.4613, -0.4613, -0.4409, -0.4881, -0.4337, -0.4674, -0.4127, -0.3602, -0.3133, -0.2525, -0.2276, -0.1376, -0.137, -0.1541, -0.0796, -0.105, -0.1271, -0.1331, -0.1558, -0.2039, -0.1514, -0.0989, -0.0964, -0.0878, -0.1006, -0.1459, -0.1204, -0.0083, -0.0569, -0.0751, -0.0215, -0.0724, -0.1276, -0.1072, -0.0619, 0.0238, 0.0061, 0.0061, 0.0, -0.0155, -0.0166, -0.0238, -0.0497, -0.1094, -0.1856, -0.1702, -0.2309, -0.1597, -0.2149, -0.2028, -0.1945, -0.163, -0.079, -0.1276, -0.147, -0.1796, -0.1796, -0.1818, -0.2293, -0.3066, -0.3702, -0.3735, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035099058251923599", "ticker_idx": 0, "ts": "2026-03-20T21:00:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This name is just getting started I believe.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL on defense revenue dominance, FCF inflection, and European defense tailwind; same tailwind seen for ONDS and KRKNF.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL's revenue mix tells you everything.  \n\nDefense & Intelligence: 59% of revenue. Growing 50%+ YoY. \nCivil Government: 23%. \nCommercial: 18%.  \n\nThis is a defense company now. Full stop.  \n\nAnd the geography split matters too:  \nEMEA is 34% of revenue. \nNorth America 43%.  \n\nEuropean defense spending is accelerating - Sweden just signed a 9-figure satellite services deal. NATO renewed. Germany expanded.  \n\nThe same tailwind driving $ONDS, $KRKNF, and the broader defense ecosystem is driving $PL.  \n\nExcept $PL just crossed the profitability threshold. $53M free cash flow. $640M cash. $900M backlog.  \n\nThe space-defense convergence isn't coming. It already happened. The revenue mix proves it.\n\nThis name is just getting started I believe.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00029574619517225287, "ret_signed_m1d": 0.00029574619517225287, "alpha_spy_m1d": 0.010686633198290996, "alpha_c_m1d": 0.011537728520850554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.058840916294352064, "ret_signed_p1d": -0.058840916294352064, "alpha_spy_p1d": -0.05548410181717456, "alpha_c_p1d": -0.06466740646234348, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1753400460876794, "ret_signed_p1w": -0.1753400460876794, "alpha_spy_p1w": -0.1396202982670598, "alpha_c_p1w": -0.13584295905132215, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.12448252875404231, "ret_signed_p1m": 0.12448252875404231, "alpha_spy_p1m": 0.050174446909467596, "alpha_c_p1m": 0.07302587806792138, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": -0.1652868185401959, "ret_signed_p3m": -0.1652868185401959, "alpha_spy_p3m": -0.30762221353078156, "alpha_c_p3m": -0.2748238392727518, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12448252875404231, "alpha_spy_stated": 0.050174446909467596, "alpha_c_stated": 0.07302587806792138, "price_path": [-0.3992, -0.3992, -0.4276, -0.4125, -0.4163, -0.4169, -0.4169, -0.3965, -0.3675, -0.3542, -0.3315, -0.3365, -0.3285, -0.2478, -0.2513, -0.2096, -0.1638, -0.149, -0.149, -0.1721, -0.22, -0.2295, -0.2034, -0.2351, -0.17, -0.1756, -0.2209, -0.2617, -0.3244, -0.2918, -0.3563, -0.3959, -0.3418, -0.2898, -0.3261, -0.3598, -0.3702, -0.3371, -0.3371, -0.3433, -0.298, -0.2575, -0.2933, -0.2969, -0.2694, -0.2717, -0.2431, -0.2862, -0.2206, -0.2519, -0.2312, -0.2729, -0.2525, -0.2365, -0.249, -0.2478, -0.2617, -0.267, -0.2726, -0.1993, -0.2664, -0.2028, 0.0003, 0.0, -0.0588, 0.0458, -0.042, -0.0875, -0.1753, -0.1736, -0.092, 0.0609, 0.0609, 0.0355, 0.0399, 0.0807, 0.0121, 0.0251, 0.0148, 0.0033, 0.0174, 0.1795, 0.1378, 0.1088, 0.1245, 0.1671, 0.1322, 0.0479, 0.0482, 0.0358, 0.0077, 0.0931, 0.0911, 0.1396, 0.0979, 0.1736, 0.042, 0.1543, 0.2371, 0.2028, 0.2046, 0.2726, 0.2306, 0.2303, 0.2297, 0.2614, 0.2561, 0.3114, 0.3114, 0.4287, 0.4926, 0.5198, 0.5121, 0.3737, 0.4219, 0.2753, 0.2871, -0.0473, -0.0319, -0.0784, -0.0917, 0.0103, -0.0789, -0.0958, -0.1659, -0.1656, -0.1653, -0.1653, -0.1493, -0.1564, -0.2224, -0.2161, -0.1996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035099058251923599", "ticker_idx": 1, "ts": "2026-03-20T21:00:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The same tailwind driving $ONDS, $KRKNF, and the broader defense ecosystem is driving $PL.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL on defense revenue dominance, FCF inflection, and European defense tailwind; same tailwind seen for ONDS and KRKNF.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$PL's revenue mix tells you everything.  \n\nDefense & Intelligence: 59% of revenue. Growing 50%+ YoY. \nCivil Government: 23%. \nCommercial: 18%.  \n\nThis is a defense company now. Full stop.  \n\nAnd the geography split matters too:  \nEMEA is 34% of revenue. \nNorth America 43%.  \n\nEuropean defense spending is accelerating - Sweden just signed a 9-figure satellite services deal. NATO renewed. Germany expanded.  \n\nThe same tailwind driving $ONDS, $KRKNF, and the broader defense ecosystem is driving $PL.  \n\nExcept $PL just crossed the profitability threshold. $53M free cash flow. $640M cash. $900M backlog.  \n\nThe space-defense convergence isn't coming. It already happened. The revenue mix proves it.\n\nThis name is just getting started I believe.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07706414938634998, "ret_signed_m1d": -0.07706414938634998, "alpha_spy_m1d": -0.06667326238323124, "alpha_c_m1d": -0.06667326238323124, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02018342394989514, "ret_signed_p1d": -0.02018342394989514, "alpha_spy_p1d": -0.016826609472717635, "alpha_c_p1d": -0.016826609472717635, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.25229358681122616, "ret_signed_p1w": -0.25229358681122616, "alpha_spy_p1w": -0.21657383899060656, "alpha_c_p1w": -0.21657383899060656, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": -0.0027522691762476015, "ret_signed_p1m": -0.0027522691762476015, "alpha_spy_p1m": -0.07706035102082232, "alpha_c_p1m": -0.07706035102082232, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.1495412126433071, "ret_signed_p3m": -0.1495412126433071, "alpha_spy_p3m": -0.2918766076338928, "alpha_c_p3m": -0.2918766076338928, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0027522691762476015, "alpha_spy_stated": -0.07706035102082232, "alpha_c_stated": -0.07706035102082232, "price_path": [-0.1624, -0.1624, -0.222, -0.2239, -0.1752, -0.1046, -0.1046, 0.011, 0.1495, 0.178, 0.1174, 0.2853, 0.256, 0.2101, 0.2743, 0.244, 0.1761, 0.1156, 0.1156, 0.2046, 0.1514, 0.1578, 0.1165, 0.0239, 0.1248, 0.1257, 0.0339, -0.0495, -0.0239, 0.044, -0.1119, -0.222, -0.111, -0.0514, -0.1119, -0.1532, -0.1771, -0.1459, -0.1459, -0.078, 0.0156, 0.045, -0.0798, -0.0651, -0.0459, -0.055, -0.0413, -0.0752, -0.0211, -0.0807, -0.0358, -0.0376, -0.0982, -0.1083, -0.0817, -0.0982, -0.0523, -0.0679, -0.0339, 0.0349, -0.0064, -0.0138, -0.0771, 0.0, -0.0202, -0.0541, -0.1339, -0.1927, -0.2523, -0.1706, -0.1917, -0.1193, -0.1193, -0.1266, -0.1257, -0.133, -0.1615, -0.1624, -0.1312, -0.1376, -0.0798, -0.0642, -0.0826, -0.0156, -0.0028, 0.0147, -0.033, -0.0321, 0.0046, -0.0385, -0.1294, -0.0789, -0.0532, -0.1073, -0.144, -0.1431, -0.1844, -0.1688, -0.1358, -0.1706, -0.1872, 0.0284, -0.0257, -0.1101, -0.1628, -0.1413, -0.1578, -0.1688, -0.1688, -0.1037, -0.0092, 0.2156, 0.2128, 0.2349, 0.2459, 0.0651, 0.0982, -0.0431, -0.055, -0.1147, -0.1459, -0.0982, -0.144, -0.1275, -0.155, -0.1633, -0.1495, -0.1495, -0.1844, -0.2174, -0.2954, -0.2959, -0.2817, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035099058251923599", "ticker_idx": 2, "ts": "2026-03-20T21:00:00+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The same tailwind driving $ONDS, $KRKNF, and the broader defense ecosystem is driving $PL.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL on defense revenue dominance, FCF inflection, and European defense tailwind; same tailwind seen for ONDS and KRKNF.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "$PL's revenue mix tells you everything.  \n\nDefense & Intelligence: 59% of revenue. Growing 50%+ YoY. \nCivil Government: 23%. \nCommercial: 18%.  \n\nThis is a defense company now. Full stop.  \n\nAnd the geography split matters too:  \nEMEA is 34% of revenue. \nNorth America 43%.  \n\nEuropean defense spending is accelerating - Sweden just signed a 9-figure satellite services deal. NATO renewed. Germany expanded.  \n\nThe same tailwind driving $ONDS, $KRKNF, and the broader defense ecosystem is driving $PL.  \n\nExcept $PL just crossed the profitability threshold. $53M free cash flow. $640M cash. $900M backlog.  \n\nThe space-defense convergence isn't coming. It already happened. The revenue mix proves it.\n\nThis name is just getting started I believe.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03871831324854624, "ret_signed_m1d": -0.03871831324854624, "alpha_spy_m1d": -0.0283274262454275, "alpha_c_m1d": -0.025370390460953574, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01334792278759267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01201606971598157, "ret_signed_p1d": -0.01201606971598157, "alpha_spy_p1d": -0.008659255238804064, "alpha_c_p1d": -0.006174450148234922, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.005841619567746648, "ret_p1w": -0.19210800216341595, "ret_signed_p1w": -0.19210800216341595, "alpha_spy_p1w": -0.15638825434279635, "alpha_c_p1w": -0.12310472857188248, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.06900327359153346, "ret_p1m": -0.11051777822326281, "ret_signed_p1m": -0.11051777822326281, "alpha_spy_p1m": -0.18482586006783752, "alpha_c_p1m": -0.2400541053173696, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.12953632709410678, "ret_p3m": -0.1766800109387474, "ret_signed_p3m": -0.1766800109387474, "alpha_spy_p3m": -0.3190154059293331, "alpha_c_p3m": -0.5745624949595469, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.3978824840207995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11051777822326281, "alpha_spy_stated": -0.18482586006783752, "alpha_c_stated": -0.2400541053173696, "price_path": [-0.3224, -0.3224, -0.2954, -0.3146, -0.3078, -0.3075, -0.3075, -0.2667, -0.2307, -0.2379, -0.2144, -0.147, -0.1574, -0.1025, -0.0669, -0.1521, -0.1411, -0.1457, -0.1457, -0.1841, -0.1885, -0.1381, -0.0966, -0.0788, -0.0417, -0.0169, -0.0684, -0.1262, -0.1078, -0.1159, -0.1767, -0.1841, -0.1159, -0.1144, -0.1055, -0.1322, -0.2089, -0.1989, -0.1989, -0.1752, -0.1114, -0.1159, -0.1025, -0.1344, -0.0639, -0.0684, -0.0417, -0.0758, 0.0, 0.0177, -0.0101, -0.0441, -0.0892, 0.0058, 0.1215, 0.0874, 0.0503, 0.0206, 0.0399, 0.0918, 0.039, -0.0061, -0.0387, 0.0, -0.012, -0.0329, -0.1203, -0.1144, -0.1921, -0.1411, -0.1159, -0.1084, -0.1084, -0.0832, -0.0921, -0.0981, -0.0951, -0.1188, -0.0417, -0.0758, -0.0832, -0.0387, -0.0461, -0.0491, -0.1105, -0.0669, -0.1102, -0.1233, -0.1262, -0.1589, -0.1745, -0.1455, -0.1915, -0.1589, -0.2286, -0.2182, -0.2212, -0.2436, -0.2464, -0.2612, -0.2301, -0.1934, -0.2138, -0.2333, -0.201, -0.15, -0.1733, -0.2127, -0.2127, -0.1262, -0.1173, -0.1618, -0.1897, -0.1157, -0.0981, -0.1663, -0.1234, -0.196, -0.2152, -0.2411, -0.2776, -0.2446, -0.2509, -0.242, -0.2568, -0.2471, -0.1767, -0.1767, -0.2384, -0.2555, -0.2682, -0.2879, -0.316, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056670219695706443", "ticker_idx": 0, "ts": "2026-05-19T09:36:06+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The selloff doesn't touch the structural setup. Short-term consolidation.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SK Hynix: 62% HBM share + shortage through 2027 make the selloff noise; structural thesis intact.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$000660 down 5% today. It's worth separating the noise from the thesis. \n\n-> SK Hynix holds 62% of global HBM market share. \n-> Both Samsung and SK Hynix management have warned shortages persist through 2027. Just look at this graph.\n\nThe selloff doesn't touch the structural setup. Short-term consolidation.", "reply_text": null, "parent_text": "🚨 The Korean stock market is collapsing\n\nYou won’t believe why this is happening… https://t.co/VdnUV0NMxP", "quoted_text": null, "parent_author": "NoLimitGains", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.006705451680165897, "alpha_c_m1d": -0.004044325102968038, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11174783806977473, "ret_signed_p1d": 0.11174783806977473, "alpha_spy_p1d": 0.10149884348721128, "alpha_c_p1d": 0.07369366067488614, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.28538682613554434, "ret_signed_p1w": 0.28538682613554434, "alpha_spy_p1w": 0.26240829855939296, "alpha_c_p1w": 0.17843045006806602, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.5389392467193297, "ret_signed_p1m": 0.5389392467193297, "alpha_spy_p1m": 0.5290854803091041, "alpha_c_p1m": 0.39185132573514636, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.14708792098418333, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5389392467193297, "alpha_spy_stated": 0.5290854803091041, "alpha_c_stated": 0.39185132573514636, "price_path": [-0.4572, -0.456, -0.4251, -0.4177, -0.3702, -0.392, -0.392, -0.4619, -0.5135, -0.4607, -0.4705, -0.5209, -0.4625, -0.4527, -0.467, -0.4785, -0.4418, -0.4441, -0.3948, -0.4195, -0.4229, -0.4653, -0.435, -0.4298, -0.4653, -0.4653, -0.4997, -0.5375, -0.486, -0.5244, -0.498, -0.4923, -0.4751, -0.408, -0.4281, -0.4115, -0.404, -0.3679, -0.349, -0.3381, -0.3536, -0.3318, -0.2986, -0.2991, -0.298, -0.2997, -0.2596, -0.255, -0.259, -0.263, -0.263, -0.1708, -0.1708, -0.0825, -0.0521, -0.0338, 0.0774, 0.0516, 0.1324, 0.1289, 0.0424, 0.0544, 0.0, 0.0, 0.1117, 0.1123, 0.1123, 0.1759, 0.2854, 0.312, 0.3372, 0.3544, 0.3527, 0.3527, 0.3171, 0.1864, 0.0953, 0.2696, 0.1738, 0.2042, 0.2323, 0.3114, 0.3653, 0.4449, 0.5389, 0.5842, 0.6731, 0.4644, 0.5023, 0.6719, 0.5321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014019795809603788", "ticker_idx": 0, "ts": "2026-01-21T16:58:32+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Brought more $TE on weakness💪💪💪", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to long TE position on weakness.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Brought more $TE on weakness💪💪💪", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.058823472022007106, "ret_signed_m1d": 0.058823472022007106, "alpha_spy_m1d": 0.07023290380462366, "alpha_c_m1d": 0.07583474608384588, "bench_spy_m1d": -0.011409431782616553, "bench_c_m1d": -0.017011274061838777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07033244268853478, "ret_signed_p1d": 0.07033244268853478, "alpha_spy_p1d": 0.0651091850158203, "alpha_c_p1d": 0.07550194548960032, "bench_spy_p1d": 0.005223257672714476, "bench_c_p1d": -0.00516950280106554, "ret_p1w": 0.21355493130404768, "ret_signed_p1w": 0.21355493130404768, "alpha_spy_p1w": 0.19893580790535736, "alpha_c_p1w": 0.22689946822346296, "bench_spy_p1w": 0.014619123398690315, "bench_c_p1w": -0.013344536919415284, "ret_p1m": -0.19309465418605398, "ret_signed_p1m": -0.19309465418605398, "alpha_spy_p1m": -0.1917523364973972, "alpha_c_p1m": -0.25308495232063477, "bench_spy_p1m": -0.00134231768865678, "bench_c_p1m": 0.05999029813458079, "ret_p3m": -0.36317136703905295, "ret_signed_p3m": -0.36317136703905295, "alpha_spy_p3m": -0.40001912454310473, "alpha_c_p3m": -0.4114319236266445, "bench_spy_p3m": 0.03684775750405178, "bench_c_p3m": 0.04826055658759154, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19309465418605398, "alpha_spy_stated": -0.1917523364973972, "alpha_c_stated": -0.25308495232063477, "price_path": [-0.5563, -0.5102, -0.5269, -0.5396, -0.5345, -0.5243, -0.5627, -0.5294, -0.477, -0.5294, -0.5128, -0.4246, -0.4361, -0.5077, -0.5537, -0.5703, -0.5934, -0.6087, -0.6304, -0.6522, -0.6522, -0.5985, -0.5793, -0.509, -0.509, -0.4731, -0.4284, -0.3939, -0.422, -0.3465, -0.2545, -0.2302, -0.1394, -0.2136, -0.2494, -0.3159, -0.3529, -0.3043, -0.3069, -0.2302, -0.1777, -0.0665, -0.0908, -0.0985, -0.0985, -0.1304, -0.179, -0.1688, -0.1458, -0.1458, 0.0026, 0.0486, -0.0217, -0.0691, -0.1292, -0.1125, -0.078, 0.0051, 0.0051, -0.0524, 0.0448, 0.0448, 0.0588, 0.0, 0.0703, 0.087, 0.0409, 0.1662, 0.2136, 0.1355, 0.0652, 0.1074, 0.1624, -0.0115, -0.0703, 0.0575, -0.023, -0.0396, -0.124, -0.2059, -0.2174, -0.2174, -0.1765, -0.1739, -0.1931, -0.2059, -0.1957, -0.0934, -0.0767, -0.0678, -0.2123, -0.1253, -0.1675, -0.0921, -0.1292, -0.1407, -0.0844, 0.0205, 0.0409, -0.0102, -0.0256, -0.0128, -0.0038, -0.0627, -0.0141, -0.156, -0.1253, -0.1547, -0.1458, -0.1969, -0.2634, -0.2813, -0.4386, -0.4271, -0.4642, -0.4642, -0.4821, -0.4974, -0.4668, -0.4655, -0.4003, -0.3465, -0.3785, -0.3171, -0.3619, -0.3568, -0.3632, -0.3491, -0.3107, -0.3107, -0.3235, -0.321, -0.3734, -0.3747, -0.3862, -0.3414, -0.3478, -0.3171, -0.3261, -0.3414, -0.2123, -0.2276, -0.2519, -0.2826, -0.2673, -0.2749, -0.1049, -0.1202, 0.1125, 0.1151, 0.0332, 0.0332, 0.3363, 0.4015, 0.3836, 0.3504, 0.3312, 0.5396, 0.4706, 0.491, 0.2059, 0.1675, 0.0818, -0.0115, 0.0831, 0.087, 0.1407, 0.1036, 0.156, 0.1957, 0.1957, 0.3299, 0.1816, 0.0908, 0.087, 0.0499, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049858284744577223", "ticker_idx": 0, "ts": "2026-04-30T14:27:54+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META looking very tempting here for a DCA. Great earnings and Capex is the short-term tax for a long-term gain.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish META; DCA interest with FUD dismissed — capex seen as short-term cost for long-term gain.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META looking very tempting here for a DCA.\n\nLots of FUD on my timeline.\n\nGreat earnings and Capex is the short-term tax for a long-term gain.\n\nGoing to put together a deeper breakdown later! https://t.co/iJYK2TnQcy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09349417197054777, "ret_signed_m1d": 0.09349417197054777, "alpha_spy_m1d": 0.10334578555330887, "alpha_c_m1d": 0.10396538131503175, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.010471209344483978, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005164108323973515, "ret_signed_p1d": -0.005164108323973515, "alpha_spy_p1d": -0.007933203616324214, "alpha_c_p1d": -0.006966482786389561, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": 0.0018023744624160454, "ret_p1w": 0.008007687507799899, "ret_signed_p1w": 0.008007687507799899, "alpha_spy_p1w": -0.009970272635994482, "alpha_c_p1w": 0.0005405669068692109, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": 0.007467120600930688, "ret_p1m": 0.03366509422188946, "ret_signed_p1m": 0.03366509422188946, "alpha_spy_p1m": -0.018960658815613263, "alpha_c_p1m": 0.040703106183095805, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": -0.007038011961206347, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03366509422188946, "alpha_spy_stated": -0.018960658815613263, "alpha_c_stated": 0.040703106183095805, "price_path": [0.1534, 0.1294, 0.0923, 0.0943, 0.0801, 0.1058, 0.0952, 0.0919, 0.061, 0.0446, 0.0446, 0.0439, 0.0503, 0.0528, 0.0706, 0.0405, 0.0439, 0.0674, 0.0728, 0.0584, 0.0672, 0.0696, 0.0903, 0.0786, 0.0529, 0.0571, 0.068, 0.0693, 0.042, 0.0021, 0.0254, 0.0176, 0.0062, -0.0085, -0.0298, -0.0128, -0.031, -0.0278, -0.1052, -0.1409, -0.1234, -0.065, -0.0534, -0.0612, -0.0612, -0.0636, -0.0602, 0.0008, 0.0269, 0.0293, 0.037, 0.0827, 0.0975, 0.1062, 0.1252, 0.0964, 0.093, 0.1026, 0.0772, 0.1032, 0.109, 0.0971, 0.0935, 0.0, -0.0052, -0.0025, -0.0114, 0.0016, 0.008, -0.0037, -0.0213, -0.0146, 0.0077, 0.0107, 0.0038, -0.0011, -0.0152, -0.0112, -0.0074, -0.0027, -0.0027, 0.0007, 0.0382, 0.0382, 0.0337, -0.0187, -0.0233, 0.0181, 0.0256, -0.0309, -0.0433, -0.0446, -0.0669, -0.0711, -0.0734, -0.0292, -0.0182, -0.0716, -0.0558, -0.0558, -0.0777, -0.0804, -0.0878, -0.112, -0.0999, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056348831655006710", "ticker_idx": 0, "ts": "2026-05-18T12:19:01+00:00", "symbol": "HIVE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HIVE has been aggressively converting its legacy institutional crypto mining infrastructure into high-density HPC facilities to host AI compute workloads", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIVE as asymmetric AI infrastructure micro-cap; short-term bearish on NVDA, AMD, TSM via puts on overextension thesis.", "resolved_tickers": ["HIVE"], "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": "5/ Hive Digital Technologies ($HIVE) — NEW ADD\n\n📊 Position Size: $6.44M (3,391,547 shares)\n\n⚡ The Thesis: The smallest of his infrastructure additions, but highly strategic. HIVE has been aggressively converting its legacy institutional crypto mining infrastructure into high-density HPC facilities to host AI compute workloads.\n\n---\n\n6/ The Big Picture: Situational Awareness LP’s options architecture implies a belief that mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM).\n\nHowever, his long equity accumulation reveals structural conviction: he is cornering the asymmetric micro-caps that control the power, cooling, and niche physical capacity required to build the $100B+ clusters of tomorrow.\n\nIf you track AI infrastructure supply chains, these are the tickers to watch. 🔔", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.22254334463501702, "ret_signed_m1d": -0.22254334463501702, "alpha_spy_m1d": -0.22324734922653866, "alpha_c_m1d": -0.210173768906722, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.012369575728295001, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03179194575191846, "ret_signed_p1d": -0.03179194575191846, "alpha_spy_p1d": -0.025131157664425086, "alpha_c_p1d": -0.01942237002362346, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.012369575728295001, "ret_p1w": 0.17630061467892189, "ret_signed_p1w": 0.17630061467892189, "alpha_spy_p1w": 0.16683739456954183, "alpha_c_p1w": 0.17243519162614396, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.0038654230527779276, "ret_p1m": 0.17630061467892189, "ret_signed_p1m": 0.17630061467892189, "alpha_spy_p1m": 0.16048793258877225, "alpha_c_p1m": 0.12585612247210154, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.050444492206820346, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17630061467892189, "alpha_spy_stated": 0.16048793258877225, "alpha_c_stated": 0.12585612247210154, "price_path": [-0.3873, -0.3728, -0.3873, -0.3902, -0.3584, -0.3382, -0.341, -0.3815, -0.3642, -0.3931, -0.3353, -0.3642, -0.4075, -0.4017, -0.4017, -0.3844, -0.3988, -0.3844, -0.3642, -0.3613, -0.3873, -0.396, -0.4162, -0.3931, -0.4075, -0.3815, -0.4422, -0.474, -0.4942, -0.4509, -0.4538, -0.4451, -0.4451, -0.4306, -0.4393, -0.4017, -0.4017, -0.3988, -0.3728, -0.3006, -0.2861, -0.3671, -0.2746, -0.2659, -0.2832, -0.2486, -0.2659, -0.2717, -0.2919, -0.3353, -0.3584, -0.3035, -0.2977, -0.2486, -0.1792, -0.1503, -0.1705, -0.185, -0.1301, -0.185, -0.2023, -0.1416, -0.2225, 0.0, -0.0318, 0.1185, 0.1127, 0.1763, 0.1763, 0.185, 0.289, 0.2861, 0.3064, 0.3757, 0.3121, 0.2659, 0.263, 0.0896, 0.1445, 0.0809, 0.0116, 0.0954, 0.078, 0.1445, 0.1763, 0.1474, 0.2312, 0.2312, 0.4162, 0.3382, 0.1965, 0.0954, 0.1647, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056348831655006710", "ticker_idx": 1, "ts": "2026-05-18T12:19:01+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM)", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIVE as asymmetric AI infrastructure micro-cap; short-term bearish on NVDA, AMD, TSM via puts on overextension thesis.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5/ Hive Digital Technologies ($HIVE) — NEW ADD\n\n📊 Position Size: $6.44M (3,391,547 shares)\n\n⚡ The Thesis: The smallest of his infrastructure additions, but highly strategic. HIVE has been aggressively converting its legacy institutional crypto mining infrastructure into high-density HPC facilities to host AI compute workloads.\n\n---\n\n6/ The Big Picture: Situational Awareness LP’s options architecture implies a belief that mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM).\n\nHowever, his long equity accumulation reveals structural conviction: he is cornering the asymmetric micro-caps that control the power, cooling, and niche physical capacity required to build the $100B+ clusters of tomorrow.\n\nIf you track AI infrastructure supply chains, these are the tickers to watch. 🔔", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013494053426636343, "ret_signed_m1d": -0.013494053426636343, "alpha_spy_m1d": -0.012790048835114698, "alpha_c_m1d": 0.005145272433011661, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007691677106092865, "ret_signed_p1d": 0.007691677106092865, "alpha_spy_p1d": 0.0010308890185994901, "alpha_c_p1d": 0.00366364268385444, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": -0.031441208388399255, "ret_signed_p1w": 0.031441208388399255, "alpha_spy_p1w": 0.04090442849777931, "alpha_c_p1w": 0.0866631866780938, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": -0.06597820394869702, "ret_signed_p1m": 0.06597820394869702, "alpha_spy_p1m": 0.08179088603884666, "alpha_c_p1m": 0.19385287490519876, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06597820394869702, "alpha_spy_stated": 0.08179088603884666, "alpha_c_stated": 0.19385287490519876, "price_path": [-0.1545, -0.1549, -0.1462, -0.1385, -0.1326, -0.1204, -0.1684, -0.203, -0.1792, -0.1902, -0.1767, -0.1754, -0.2002, -0.1785, -0.1689, -0.1632, -0.1762, -0.1892, -0.1759, -0.1817, -0.1886, -0.1968, -0.2232, -0.21, -0.2119, -0.1963, -0.2298, -0.2465, -0.2571, -0.2155, -0.2095, -0.2021, -0.2021, -0.201, -0.1989, -0.181, -0.1728, -0.1515, -0.1485, -0.1161, -0.1055, -0.1078, -0.0928, -0.0911, -0.1009, -0.0892, -0.102, -0.0632, -0.0257, -0.0412, -0.0588, -0.1023, -0.1074, -0.1072, -0.1161, -0.0652, -0.0487, -0.032, -0.013, -0.0069, 0.0158, 0.0604, 0.0135, 0.0, -0.0077, 0.0052, -0.0126, -0.0314, -0.0314, -0.0336, -0.0437, -0.0363, -0.0503, 0.0092, 0.0022, -0.0341, -0.0153, -0.0764, -0.0604, -0.0625, -0.0975, -0.0774, -0.076, -0.0433, -0.066, -0.0784, -0.0512, -0.0512, -0.0604, -0.0992, -0.1039, -0.1185, -0.133, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056348831655006710", "ticker_idx": 2, "ts": "2026-05-18T12:19:01+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM)", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIVE as asymmetric AI infrastructure micro-cap; short-term bearish on NVDA, AMD, TSM via puts on overextension thesis.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5/ Hive Digital Technologies ($HIVE) — NEW ADD\n\n📊 Position Size: $6.44M (3,391,547 shares)\n\n⚡ The Thesis: The smallest of his infrastructure additions, but highly strategic. HIVE has been aggressively converting its legacy institutional crypto mining infrastructure into high-density HPC facilities to host AI compute workloads.\n\n---\n\n6/ The Big Picture: Situational Awareness LP’s options architecture implies a belief that mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM).\n\nHowever, his long equity accumulation reveals structural conviction: he is cornering the asymmetric micro-caps that control the power, cooling, and niche physical capacity required to build the $100B+ clusters of tomorrow.\n\nIf you track AI infrastructure supply chains, these are the tickers to watch. 🔔", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007387386734323931, "ret_signed_m1d": -0.007387386734323931, "alpha_spy_m1d": -0.0066833821428022855, "alpha_c_m1d": 0.011251939125324073, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01648495831823127, "ret_signed_p1d": 0.01648495831823127, "alpha_spy_p1d": 0.009824170230737894, "alpha_c_p1d": 0.012456923895992844, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.11050148604566878, "ret_signed_p1w": -0.11050148604566878, "alpha_spy_p1w": -0.10103826593628873, "alpha_c_p1w": -0.05527950775597423, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.20499304095686832, "ret_signed_p1m": -0.20499304095686832, "alpha_spy_p1m": -0.1891803588667187, "alpha_c_p1m": -0.07711837000036659, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20499304095686832, "alpha_spy_stated": -0.1891803588667187, "alpha_c_stated": -0.07711837000036659, "price_path": [-0.5246, -0.5169, -0.5246, -0.533, -0.4921, -0.4991, -0.5162, -0.5244, -0.5282, -0.5464, -0.52, -0.5262, -0.5429, -0.5186, -0.5173, -0.5135, -0.5303, -0.5406, -0.5331, -0.5337, -0.5262, -0.5124, -0.5218, -0.5186, -0.5122, -0.4768, -0.516, -0.5202, -0.5343, -0.5168, -0.5007, -0.4834, -0.4834, -0.477, -0.4738, -0.4493, -0.4379, -0.4179, -0.4137, -0.3941, -0.3869, -0.339, -0.3387, -0.3469, -0.3242, -0.2792, -0.2747, -0.1738, -0.2051, -0.2323, -0.1992, -0.158, -0.1436, -0.1887, -0.1561, 0.001, -0.0298, 0.0812, 0.0898, 0.0648, 0.0582, 0.0682, 0.0074, 0.0, -0.0165, 0.0632, 0.0679, 0.1105, 0.1105, 0.1969, 0.1771, 0.2306, 0.2259, 0.2117, 0.2388, 0.2887, 0.2428, 0.1078, 0.1647, 0.1295, 0.0746, 0.1602, 0.2152, 0.2999, 0.205, 0.2173, 0.2764, 0.2764, 0.3103, 0.2348, 0.2346, 0.265, 0.2389, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056348831655006710", "ticker_idx": 3, "ts": "2026-05-18T12:19:01+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM)", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIVE as asymmetric AI infrastructure micro-cap; short-term bearish on NVDA, AMD, TSM via puts on overextension thesis.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5/ Hive Digital Technologies ($HIVE) — NEW ADD\n\n📊 Position Size: $6.44M (3,391,547 shares)\n\n⚡ The Thesis: The smallest of his infrastructure additions, but highly strategic. HIVE has been aggressively converting its legacy institutional crypto mining infrastructure into high-density HPC facilities to host AI compute workloads.\n\n---\n\n6/ The Big Picture: Situational Awareness LP’s options architecture implies a belief that mega-cap chipmakers are short-term overextended (puts on $NVDA, $AMD, $TSM).\n\nHowever, his long equity accumulation reveals structural conviction: he is cornering the asymmetric micro-caps that control the power, cooling, and niche physical capacity required to build the $100B+ clusters of tomorrow.\n\nIf you track AI infrastructure supply chains, these are the tickers to watch. 🔔", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02121479024892814, "ret_signed_m1d": -0.02121479024892814, "alpha_spy_m1d": -0.020510785657406494, "alpha_c_m1d": -0.0025754643892801354, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008435530509201206, "ret_signed_p1d": 0.008435530509201206, "alpha_spy_p1d": 0.0017747424217078311, "alpha_c_p1d": 0.004407496086962781, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.021644095256114104, "ret_signed_p1w": -0.021644095256114104, "alpha_spy_p1w": -0.01218087514673405, "alpha_c_p1w": 0.03357788303358045, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.07798255539923482, "ret_signed_p1m": -0.07798255539923482, "alpha_spy_p1m": -0.06216987330908519, "alpha_c_p1m": 0.049892115557266914, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07798255539923482, "alpha_spy_stated": -0.06216987330908519, "alpha_c_stated": 0.049892115557266914, "price_path": [-0.0877, -0.0924, -0.0668, -0.0681, -0.0285, -0.0235, -0.051, -0.0566, -0.0704, -0.1107, -0.0998, -0.1088, -0.1465, -0.1218, -0.1259, -0.107, -0.152, -0.148, -0.1431, -0.1262, -0.1424, -0.1444, -0.1685, -0.1452, -0.1331, -0.1217, -0.1764, -0.1748, -0.2007, -0.1465, -0.1375, -0.1437, -0.1437, -0.1369, -0.1279, -0.0759, -0.0769, -0.064, -0.0666, -0.0406, -0.0527, -0.0823, -0.0643, -0.075, -0.0704, -0.0215, -0.0336, 0.0164, 0.0228, -0.0091, -0.0054, 0.0003, 0.0043, 0.0143, -0.0039, 0.0595, 0.046, 0.0397, 0.0217, 0.0034, 0.0097, 0.055, 0.0212, 0.0, -0.0084, 0.0143, 0.0283, 0.0216, 0.0216, 0.0413, 0.0676, 0.073, 0.0568, 0.1002, 0.1281, 0.1029, 0.1237, 0.0485, 0.0779, 0.0807, 0.0323, 0.0659, 0.0732, 0.1174, 0.078, 0.094, 0.1699, 0.1699, 0.1839, 0.1047, 0.116, 0.1012, 0.0945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041542148454015271", "ticker_idx": 0, "ts": "2026-04-07T15:42:32+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUY 🟢 $18 PT", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares and endorses Lake Street Buy rating on VELO with $18 PT; bullish on America First manufacturing tailwind for the thesis.", "resolved_tickers": ["VELO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Fantastic read for my followers interested in $VELO.\n\nBUY 🟢 $18 PT\n\nThe emphasis on the macro is an important point. \n\nLike many other FinX names, the America First manufacturing policies and attitude of the government will be crucial to the success of these thesis’.", "reply_text": null, "parent_text": null, "quoted_text": "$VELO: Lake Street - Recap Of Investor Meetings And Site Visit, Significant Ramp Still On Track; Reiterating Buy Rating And $18 PT\n\nOur Take - We recently hosted investor meetings and a site visit with VeloD and came away feeling encouraged the Company is building a pipeline to https://t.co/YGh8WrrYfK", "parent_author": null, "ret_m1d": 0.0575013293113833, "ret_signed_m1d": 0.0575013293113833, "alpha_spy_m1d": 0.05794113636066045, "alpha_c_m1d": 0.06223093623721665, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.004729606925833352, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10402518378296954, "ret_signed_p1d": 0.10402518378296954, "alpha_spy_p1d": 0.07855554727077863, "alpha_c_p1d": 0.07302745537714839, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.030997728405821157, "ret_p1w": 0.13957136400558778, "ret_signed_p1w": 0.13957136400558778, "alpha_spy_p1w": 0.08611410743990344, "alpha_c_p1w": 0.06309595330391704, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.07647541070167074, "ret_p1m": 0.4197595942980543, "ret_signed_p1m": 0.4197595942980543, "alpha_spy_p1m": 0.30658029058928715, "alpha_c_p1m": 0.18254780246212055, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.23721179183593377, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4197595942980543, "alpha_spy_stated": 0.30658029058928715, "alpha_c_stated": 0.18254780246212055, "price_path": [1.1098, 1.1014, 1.3095, 1.0998, 0.8871, 0.8359, 1.2603, 1.2603, 1.0063, 0.8003, 0.8902, 0.5734, 0.3455, 0.4637, 0.7386, 0.4762, 0.3769, 0.3173, 0.6017, 0.2933, 0.2849, 0.4846, 0.4323, 0.4051, 0.3173, 0.1636, 0.1678, 0.1678, -0.0152, -0.057, 0.0727, -0.0538, 0.0037, 0.012, 0.0204, 0.1323, 0.0643, 0.2389, 0.2399, 0.2818, 0.2546, 0.2661, 0.2765, 0.2953, 0.4616, 0.6226, 0.4741, 0.5212, 0.6027, 0.4668, 0.3194, 0.2248, 0.3811, 0.4135, 0.1113, 0.0455, -0.0591, -0.0957, -0.0183, 0.0047, 0.242, 0.242, 0.0575, 0.0, 0.104, 0.1448, 0.0507, 0.2054, 0.1396, 0.1803, 0.2023, 0.1772, 0.2201, 0.5996, 0.564, 0.7533, 0.815, 0.4982, 0.4239, 0.3476, 0.4642, 0.4124, 0.3455, 0.4009, 0.4198, 0.2786, 0.4072, 0.5128, 0.4699, 1.1966, 1.0742, 0.9435, 0.9477, 0.7763, 0.9352, 1.1255, 1.4109, 1.4109, 1.6221, 1.6973, 1.6879, 1.5102, 1.2488, 1.3136, 1.0502, 0.9686, 0.6571, 0.6968, 1.0314, 1.3711, 2.2002, 1.666, 1.414, 1.6179, 1.6722, 2.1218, 2.1218, 1.5416, 1.16, 0.8871, 0.817, 0.7397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021247788076462579", "ticker_idx": 0, "ts": "2026-02-10T15:40:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Down from $99 to $76. Overreaction. $816M defense contract, 80 launches completed, Q4 earnings Feb 26.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on RKLB (pullback overreaction), PL (satellite data thesis playing out), NBIS (AI infra picks-and-shovels), and ONDS (drone demand) heading into mid-week.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH on this setup heading into mid-week 🔥\n\nFull watchlist check-in:\n\n$RKLB - Down from $99 to $76. Overreaction. $816M defense contract, 80 launches completed, Q4 earnings Feb 26.\n\n$PL - Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time.\n\n$NBIS - AI infrastructure sleeper. While everyone panics about software stocks, the picks-and-shovels plays are quietly building.\n\n$ONDS -  Drone demand thesis intact. Patient money wins.\n\nSmall caps are leading 2026 for a reason. These are the stocks built for this rotation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0528945942407657, "ret_signed_m1d": 0.0528945942407657, "alpha_spy_m1d": 0.05025056400959915, "alpha_c_m1d": 0.05410208765026847, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03345822676048038, "ret_signed_p1d": -0.03345822676048038, "alpha_spy_p1d": -0.03322710461681588, "alpha_c_p1d": -0.03880586137879605, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.029709835150844466, "ret_signed_p1w": -0.029709835150844466, "alpha_spy_p1w": -0.01631618724198125, "alpha_c_p1w": -0.036437487437902316, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": -0.0009718130780301815, "ret_signed_p1m": -0.0009718130780301815, "alpha_spy_p1m": 0.02184207907383484, "alpha_c_p1m": 0.024443585823459513, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": 0.4642510482870881, "ret_signed_p3m": 0.4642510482870881, "alpha_spy_p3m": 0.3956004132996105, "alpha_c_p3m": 0.46553518974427943, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0009718130780301815, "alpha_spy_stated": 0.02184207907383484, "alpha_c_stated": 0.024443585823459513, "price_path": [-0.3718, -0.3678, -0.3987, -0.4061, -0.3944, -0.4519, -0.4405, -0.4107, -0.4086, -0.4179, -0.4179, -0.415, -0.4395, -0.4183, -0.3791, -0.3146, -0.319, -0.2842, -0.2582, -0.2014, -0.118, -0.1463, -0.2307, -0.2296, -0.2509, -0.1681, -0.021, 0.0766, 0.0715, 0.0715, 0.0715, -0.0192, -0.0265, -0.0219, -0.0315, -0.0315, 0.055, 0.0848, 0.1944, 0.1673, 0.1534, 0.178, 0.2203, 0.202, 0.2745, 0.26, 0.3369, 0.3369, 0.2378, 0.2192, 0.2214, 0.2342, 0.1173, 0.2078, 0.2296, 0.1895, 0.1116, 0.0294, 0.1283, 0.015, -0.0793, 0.004, 0.0529, 0.0, -0.0335, -0.0836, -0.0637, -0.0637, -0.0297, 0.0332, 0.0632, -0.0162, -0.0253, -0.0286, -0.0254, 0.0086, -0.0407, -0.0147, -0.0264, -0.0017, -0.0282, -0.0267, -0.0076, -0.043, -0.001, -0.0508, -0.0503, -0.01, 0.0911, -0.0354, -0.0014, -0.0666, -0.0559, -0.0827, 0.0118, -0.0845, -0.1541, -0.2034, -0.1084, -0.0904, -0.0597, -0.0597, -0.0605, -0.0793, -0.041, -0.0734, -0.0553, -0.0196, 0.0026, 0.0218, 0.1513, 0.1773, 0.242, 0.2028, 0.25, 0.1745, 0.1062, 0.1424, 0.0911, 0.0693, 0.1455, 0.0941, 0.115, 0.0934, 0.1752, 0.0909, 0.4643, 0.6292, 0.6321, 0.7236, 0.8402, 0.7322, 0.8209, 0.7675, 0.8642, 0.7416, 0.8848, 0.8848, 0.9881, 1.0857, 1.0551, 0.9919, 0.6992, 0.7121, 0.5924, 0.6653, 0.5283, 0.5778, 0.5026, 0.4584, 0.5935, 0.4215, 0.5167, 0.4526, 0.4991, 0.4888, 0.4888, 0.3923, 0.3206, 0.1858, 0.1202, 0.1737, null, null, null, null, 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:2021247788076462579", "ticker_idx": 1, "ts": "2026-02-10T15:40:00+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on RKLB (pullback overreaction), PL (satellite data thesis playing out), NBIS (AI infra picks-and-shovels), and ONDS (drone demand) heading into mid-week.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH on this setup heading into mid-week 🔥\n\nFull watchlist check-in:\n\n$RKLB - Down from $99 to $76. Overreaction. $816M defense contract, 80 launches completed, Q4 earnings Feb 26.\n\n$PL - Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time.\n\n$NBIS - AI infrastructure sleeper. While everyone panics about software stocks, the picks-and-shovels plays are quietly building.\n\n$ONDS -  Drone demand thesis intact. Patient money wins.\n\nSmall caps are leading 2026 for a reason. These are the stocks built for this rotation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05397101767548862, "ret_signed_m1d": 0.05397101767548862, "alpha_spy_m1d": 0.05132698744432207, "alpha_c_m1d": 0.05517851108499139, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.001207493409502769, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05002199434842325, "ret_signed_p1d": -0.05002199434842325, "alpha_spy_p1d": -0.04979087220475875, "alpha_c_p1d": -0.055369628966738915, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053476346183156664, "ret_p1w": -0.025449837988357427, "ret_signed_p1w": -0.025449837988357427, "alpha_spy_p1w": -0.012056190079494211, "alpha_c_p1w": -0.03217749027541528, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.00672765228705785, "ret_p1m": 0.11627904835777203, "ret_signed_p1m": 0.11627904835777203, "alpha_spy_p1m": 0.13909294050963705, "alpha_c_p1m": 0.14169444725926172, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.025415398901489694, "ret_p3m": 0.7130320029486488, "ret_signed_p3m": 0.7130320029486488, "alpha_spy_p3m": 0.6443813679611712, "alpha_c_p3m": 0.7143161444058401, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012841414571913567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11627904835777203, "alpha_spy_stated": 0.13909294050963705, "alpha_c_stated": 0.14169444725926172, "price_path": [-0.4993, -0.4998, -0.5081, -0.4976, -0.4827, -0.5072, -0.5103, -0.4936, -0.4853, -0.4857, -0.4857, -0.4778, -0.4866, -0.4835, -0.473, -0.4322, -0.4397, -0.4318, -0.4366, -0.4322, -0.2334, -0.1996, -0.208, -0.2154, -0.2773, -0.2326, -0.1584, -0.0961, -0.0904, -0.1084, -0.1084, -0.1505, -0.1281, -0.1338, -0.1347, -0.1347, -0.1044, -0.0614, -0.0417, -0.0079, -0.0154, -0.0035, 0.1163, 0.111, 0.1729, 0.2409, 0.2628, 0.2628, 0.2286, 0.1575, 0.1435, 0.1821, 0.1351, 0.2317, 0.2233, 0.1562, 0.0957, 0.0026, 0.0509, -0.0448, -0.1036, -0.0233, 0.054, 0.0, -0.05, -0.0654, -0.0162, -0.0162, -0.0254, 0.0417, 0.1018, 0.0487, 0.0434, 0.0842, 0.0807, 0.1233, 0.0592, 0.1566, 0.1101, 0.1409, 0.079, 0.1093, 0.133, 0.1145, 0.1163, 0.0957, 0.0878, 0.0794, 0.1882, 0.0886, 0.183, 0.4844, 0.484, 0.3967, 0.552, 0.4217, 0.3541, 0.2238, 0.2264, 0.3475, 0.5744, 0.5744, 0.5366, 0.5432, 0.6038, 0.502, 0.5213, 0.5059, 0.4888, 0.5099, 0.7503, 0.6885, 0.6455, 0.6687, 0.7319, 0.6801, 0.5551, 0.5555, 0.5371, 0.4954, 0.6222, 0.6191, 0.6911, 0.6292, 0.7416, 0.5463, 0.713, 0.8359, 0.785, 0.7876, 0.8885, 0.8262, 0.8258, 0.8249, 0.8719, 0.864, 0.946, 0.946, 1.1202, 1.215, 1.2554, 1.244, 1.0386, 1.1101, 0.8925, 0.91, 0.4138, 0.4366, 0.3677, 0.348, 0.4993, 0.3668, 0.3418, 0.2378, 0.2383, 0.2387, 0.2387, 0.2624, 0.2519, 0.154, 0.1632, 0.1878, null, null, null, null, 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:2021247788076462579", "ticker_idx": 2, "ts": "2026-02-10T15:40:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI infrastructure sleeper. While everyone panics about software stocks, the picks-and-shovels plays are quietly building.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on RKLB (pullback overreaction), PL (satellite data thesis playing out), NBIS (AI infra picks-and-shovels), and ONDS (drone demand) heading into mid-week.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH on this setup heading into mid-week 🔥\n\nFull watchlist check-in:\n\n$RKLB - Down from $99 to $76. Overreaction. $816M defense contract, 80 launches completed, Q4 earnings Feb 26.\n\n$PL - Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time.\n\n$NBIS - AI infrastructure sleeper. While everyone panics about software stocks, the picks-and-shovels plays are quietly building.\n\n$ONDS -  Drone demand thesis intact. Patient money wins.\n\nSmall caps are leading 2026 for a reason. These are the stocks built for this rotation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230861663580558, "alpha_c_m1d": 0.01782833570570297, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.005953443810955861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03464429974352301, "ret_signed_p1d": -0.03464429974352301, "alpha_spy_p1d": -0.03441317759985851, "alpha_c_p1d": -0.02750025853892013, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00714404120460288, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947046899233557, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.027045415387507044, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.2250548273111994, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.004932791909445955, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311286351998174, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022692683206984032, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22012203540175346, "alpha_spy_stated": 0.24293592755361848, "alpha_c_stated": 0.2250548273111994, "price_path": [-0.0344, -0.0899, -0.0633, -0.0136, 0.0357, -0.0779, -0.0929, 0.0012, -0.0317, 0.0316, 0.0316, 0.0336, 0.0911, 0.0508, 0.0777, 0.1199, 0.0681, 0.093, 0.0503, 0.0196, 0.0271, -0.0447, -0.116, -0.1181, -0.178, -0.1493, -0.0254, 0.0157, -0.0192, -0.0072, -0.0072, -0.0458, -0.0626, -0.0721, -0.0881, -0.0881, -0.02, 0.0113, 0.0921, 0.0482, 0.06, 0.0669, 0.1693, 0.1486, 0.111, 0.1318, 0.1846, 0.1846, 0.0817, 0.0771, 0.0551, 0.0295, -0.0036, 0.0662, 0.0941, 0.034, -0.0719, -0.0395, -0.02, -0.1024, -0.1952, -0.062, 0.0119, 0.0, -0.0346, -0.0224, 0.0678, 0.0678, 0.0624, 0.1091, 0.1723, 0.0668, 0.0961, 0.1176, 0.1561, 0.1426, -0.0065, -0.0085, -0.0544, 0.0653, 0.0421, -0.0268, 0.0343, 0.0506, 0.2201, 0.177, 0.2305, 0.4146, 0.2673, 0.2916, 0.3239, 0.2814, 0.2436, 0.2519, 0.2538, 0.1545, 0.0984, 0.0051, 0.1304, 0.1107, 0.1855, 0.1855, 0.2261, 0.279, 0.3618, 0.4852, 0.5794, 0.6838, 0.7642, 0.8169, 0.8013, 0.712, 0.734, 0.7055, 0.7011, 0.7113, 0.6032, 0.5793, 0.4763, 0.5382, 0.5059, 0.6831, 0.922, 0.9165, 1.1254, 1.013, 0.9289, 1.0275, 0.9513, 1.2581, 1.4093, 1.3961, 1.1774, 1.1542, 1.0898, 1.396, 1.3398, 1.3398, 1.2667, 1.2701, 1.4658, 1.5176, 1.8817, 1.8389, 1.7419, 1.829, 1.4819, 1.375, 1.3981, 1.3062, 1.4212, 1.5314, 1.8333, 1.8881, 2.0604, 2.1233, 2.1233, 2.0898, 1.9987, 1.8288, 1.7958, 1.6179, null, null, null, null, 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:2021247788076462579", "ticker_idx": 3, "ts": "2026-02-10T15:40:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Drone demand thesis intact. Patient money wins.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on RKLB (pullback overreaction), PL (satellite data thesis playing out), NBIS (AI infra picks-and-shovels), and ONDS (drone demand) heading into mid-week.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "BULLISH on this setup heading into mid-week 🔥\n\nFull watchlist check-in:\n\n$RKLB - Down from $99 to $76. Overreaction. $816M defense contract, 80 launches completed, Q4 earnings Feb 26.\n\n$PL - Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time.\n\n$NBIS - AI infrastructure sleeper. While everyone panics about software stocks, the picks-and-shovels plays are quietly building.\n\n$ONDS -  Drone demand thesis intact. Patient money wins.\n\nSmall caps are leading 2026 for a reason. These are the stocks built for this rotation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06818180026907794, "ret_signed_m1d": 0.06818180026907794, "alpha_spy_m1d": 0.06553777003791139, "alpha_c_m1d": 0.06553777003791139, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04648768065625397, "ret_signed_p1d": -0.04648768065625397, "alpha_spy_p1d": -0.046256558512589474, "alpha_c_p1d": -0.046256558512589474, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": 0.03822312746842038, "ret_signed_p1w": 0.03822312746842038, "alpha_spy_p1w": 0.0516167753772836, "alpha_c_p1w": 0.0516167753772836, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.015495827872037404, "ret_signed_p1m": 0.015495827872037404, "alpha_spy_p1m": 0.03830972002390243, "alpha_c_p1m": 0.03830972002390243, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": -0.06404957293519664, "ret_signed_p3m": -0.06404957293519664, "alpha_spy_p3m": -0.13270020792267423, "alpha_c_p3m": -0.13270020792267423, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.06865063498747759, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015495827872037404, "alpha_spy_stated": 0.03830972002390243, "alpha_c_stated": 0.03830972002390243, "price_path": [-0.3223, -0.2583, -0.3538, -0.1901, -0.2252, -0.3523, -0.3042, -0.0992, -0.1281, -0.1488, -0.1488, -0.1839, -0.2169, -0.1663, -0.0785, -0.0506, -0.063, -0.0682, -0.0465, -0.14, -0.0682, -0.0961, -0.2056, -0.1643, -0.2386, -0.1942, -0.0475, -0.0424, -0.0744, -0.0568, -0.0568, -0.124, -0.126, -0.0713, 0.0083, 0.0083, 0.1384, 0.2944, 0.3264, 0.2583, 0.4473, 0.4143, 0.3626, 0.4349, 0.4008, 0.3244, 0.2562, 0.2562, 0.3564, 0.2965, 0.3037, 0.2572, 0.1529, 0.2665, 0.2676, 0.1643, 0.0702, 0.0992, 0.1756, 0.0, -0.124, 0.001, 0.0682, 0.0, -0.0465, -0.0733, -0.0382, -0.0382, 0.0382, 0.1436, 0.1767, 0.0362, 0.0527, 0.0744, 0.064, 0.0795, 0.0413, 0.1023, 0.0351, 0.0857, 0.0837, 0.0155, 0.0041, 0.0341, 0.0155, 0.0671, 0.0496, 0.0878, 0.1653, 0.1188, 0.1105, 0.0393, 0.126, 0.1033, 0.0651, -0.0248, -0.0909, -0.1581, -0.0661, -0.0899, -0.0083, -0.0083, -0.0165, -0.0155, -0.0238, -0.0558, -0.0568, -0.0217, -0.0289, 0.0362, 0.0537, 0.0331, 0.1085, 0.1229, 0.1426, 0.0888, 0.0899, 0.1312, 0.0826, -0.0196, 0.0372, 0.0661, 0.0052, -0.0362, -0.0351, -0.0816, -0.064, -0.0269, -0.0661, -0.0847, 0.1581, 0.0971, 0.0021, -0.0573, -0.0331, -0.0517, -0.064, -0.064, 0.0093, 0.1157, 0.3688, 0.3657, 0.3905, 0.4029, 0.1994, 0.2366, 0.0775, 0.064, -0.0031, -0.0382, 0.0155, -0.0362, -0.0176, -0.0486, -0.0579, -0.0424, -0.0424, -0.0816, -0.1188, -0.2066, -0.2071, -0.1911, null, null, null, null, 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:2064647693071176096", "ticker_idx": 0, "ts": "2026-06-10T09:55:43+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": "I'd rather be delusional now and right later! Continuing to DCA.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Continuing to DCA into Bitcoin; bullish stance despite uncertainty.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BitcoinTeacher_ I'd rather be delusional now and right later! Continuing to DCA.", "reply_text": null, "parent_text": "X is tough. \n\nIf I’m buying here I’m a delusional bull who is gonna lose more money when it drops to 30k.\n\nIf I wait to buy here I’m a delusional bear who gave in to FUD and am going to miss the bull run. \n\nIf I invest in a 401k I’m a slave to the Fiat system that prints money to", "quoted_text": null, "parent_author": "BitcoinTeacher_", "ret_m1d": 0.003165084421109965, "ret_signed_m1d": 0.003165084421109965, "alpha_spy_m1d": -0.012853012393507779, "alpha_c_m1d": -0.012853012393507779, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.016018096814617744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0343659895373587, "ret_signed_p1d": 0.0343659895373587, "alpha_spy_p1d": 0.017369141650610764, "alpha_c_p1d": 0.017369141650610764, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.016996847886747934, "ret_p1w": 0.04831880555981827, "ret_signed_p1w": 0.04831880555981827, "alpha_spy_p1w": 0.026910787409692327, "alpha_c_p1w": 0.026910787409692327, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.02140801815012594, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1549, 0.2183, 0.203, 0.1594, 0.1377, 0.1477, 0.154, 0.1476, 0.1605, 0.1195, 0.0796, 0.0853, 0.1104, 0.1079, 0.0885, 0.0892, 0.1206, 0.1707, 0.1574, 0.1679, 0.1876, 0.2121, 0.2072, 0.2173, 0.223, 0.2551, 0.2347, 0.2425, 0.2726, 0.2737, 0.2605, 0.259, 0.2425, 0.2331, 0.2417, 0.2723, 0.2991, 0.317, 0.3251, 0.302, 0.3049, 0.33, 0.3097, 0.2901, 0.319, 0.2867, 0.2523, 0.249, 0.2605, 0.2618, 0.2285, 0.2576, 0.234, 0.2099, 0.1967, 0.194, 0.1606, 0.0855, 0.0417, 0.0383, -0.0086, 0.0267, 0.0032, 0.0, 0.0344, 0.0341, 0.0788, 0.0676, 0.0483, 0.0236, 0.034, 0.0407, 0.0198, -0.0074, -0.0281, -0.0233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2006012491478737178", "ticker_idx": 0, "ts": "2025-12-30T14:40:22+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN and $CIFR have more downside before a recovery", "tweet_type": "prediction", "timeline": "days", "summary": "Both IREN and CIFR have more downside ahead, rejected at key fib resistance with room to hit supports in low volume.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "For me, $IREN and $CIFR have more downside before a recovery. \n\nRejected at key resistance fib’s and lots of room to hit key supports in a low volume environment.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028981739750988833, "ret_signed_m1d": -0.028981739750988833, "alpha_spy_m1d": -0.027759032951435003, "alpha_c_m1d": -0.026444519965388213, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.0025372197856006196, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013838088507950319, "ret_signed_p1d": 0.013838088507950319, "alpha_spy_p1d": 0.0064292355391127876, "alpha_c_p1d": 0.006407868327813704, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.007430220180136615, "ret_p1w": 0.19869453686536453, "ret_signed_p1w": -0.19869453686536453, "alpha_spy_p1w": -0.19170769190440806, "alpha_c_p1w": -0.17658496684832103, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.0221095700170435, "ret_p1m": 0.6433420334328839, "ret_signed_p1m": -0.6433420334328839, "alpha_spy_p1m": -0.6311005859052257, "alpha_c_p1m": -0.6830302843885077, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": -0.03968825095562378, "ret_p3m": -0.08381198820929836, "ret_signed_p3m": 0.08381198820929836, "alpha_spy_p3m": 0.009303236790324299, "alpha_c_p3m": -0.04529704781035282, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": -0.12910903601965118, "ret_p6m": 0.3133159331342321, "ret_signed_p6m": -0.3133159331342321, "alpha_spy_p6m": -0.24035240087808352, "alpha_c_p6m": -0.3313425638310352, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": -0.018026630696803103, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.19869453686536453, "alpha_spy_stated": -0.19170769190440806, "alpha_c_stated": -0.17658496684832103, "price_path": [0.2277, 0.3175, 0.5078, 0.6104, 0.5689, 0.6671, 0.5606, 0.6747, 0.8162, 0.7749, 0.6144, 0.5854, 0.5462, 0.4411, 0.3533, 0.4585, 0.6423, 0.6969, 0.6298, 0.5775, 0.5201, 0.5862, 0.7689, 0.7397, 0.995, 0.7483, 0.6287, 0.571, 0.4982, 0.4543, 0.2702, 0.2107, 0.2379, 0.2755, 0.1966, 0.135, 0.1034, 0.2661, 0.2394, 0.265, 0.265, 0.2483, 0.2661, 0.0736, 0.1478, 0.2128, 0.1674, 0.2099, 0.223, 0.1467, 0.1473, 0.0478, -0.0736, -0.0446, -0.118, -0.0653, 0.0423, 0.0977, 0.0984, 0.0961, 0.0961, 0.0522, 0.029, 0.0, -0.0138, -0.0138, 0.1149, 0.2595, 0.1987, 0.139, 0.1927, 0.2018, 0.3141, 0.3836, 0.3807, 0.3548, 0.5097, 0.5097, 0.4167, 0.3963, 0.3645, 0.4799, 0.3671, 0.5663, 0.6433, 0.5624, 0.4031, 0.3859, 0.4201, 0.1734, 0.0389, 0.0922, 0.205, 0.1209, 0.1141, 0.0452, 0.1023, 0.1023, 0.0697, 0.0987, 0.1303, 0.0439, 0.106, 0.1867, 0.1496, 0.1551, 0.0692, 0.0807, 0.0144, 0.1446, 0.0477, -0.0418, 0.0141, -0.0047, 0.0961, 0.0802, 0.0856, 0.1734, 0.1217, 0.1021, 0.0877, 0.0781, 0.1008, 0.0736, 0.0817, -0.0222, -0.0838, -0.1744, -0.105, -0.1099, -0.0922, -0.0922, -0.0828, -0.0668, -0.0384, -0.0324, 0.0266, 0.1245, 0.2368, 0.2747, 0.2454, 0.2564, 0.2721, 0.1794, 0.2634, 0.3582, 0.3222, 0.2627, 0.1603, 0.1191, 0.1883, 0.1922, 0.2919, 0.4292, 0.5922, 0.4843, 0.5979, 0.4399, 0.4768, 0.4405, 0.5248, 0.3822, 0.3175, 0.2465, 0.3762, 0.5159, 0.4838, 0.4838, 0.5608, 0.7713, 0.6723, 0.659, 0.7057, 0.7389, 0.7097, 0.6151, 0.4191, 0.5454, 0.4104, 0.3452, 0.4807, 0.5606, 0.5888, 0.5452, 0.5172, 0.5655, 0.5655, 0.4849, 0.4287, 0.3133]}
{"unit_id": "orig:2006012491478737178", "ticker_idx": 1, "ts": "2025-12-30T14:40:22+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN and $CIFR have more downside before a recovery", "tweet_type": "prediction", "timeline": "days", "summary": "Both IREN and CIFR have more downside ahead, rejected at key fib resistance with room to hit supports in low volume.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "For me, $IREN and $CIFR have more downside before a recovery. \n\nRejected at key resistance fib’s and lots of room to hit key supports in a low volume environment.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03358463097968167, "ret_signed_m1d": -0.03358463097968167, "alpha_spy_m1d": -0.03236192418012784, "alpha_c_m1d": -0.03042119018529643, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.0031634407943852416, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011651821419877972, "ret_signed_p1d": -0.011651821419877972, "alpha_spy_p1d": -0.019060674388715504, "alpha_c_p1d": -0.02155491744308169, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.009903096023203717, "ret_p1w": 0.2021933332479231, "ret_signed_p1w": -0.2021933332479231, "alpha_spy_p1w": -0.19520648828696663, "alpha_c_p1w": -0.19366583378203583, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.008527499465887267, "ret_p1m": 0.3002055596270643, "ret_signed_p1m": -0.3002055596270643, "alpha_spy_p1m": -0.2879641120994061, "alpha_c_p1m": -0.2739351051626555, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": 0.026270454464408788, "ret_p3m": -0.05791639877940147, "ret_signed_p3m": 0.05791639877940147, "alpha_spy_p3m": -0.016592352639572594, "alpha_c_p3m": -0.047499088289812086, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": -0.10541548706921355, "ret_p6m": 0.7971212501121008, "ret_signed_p6m": -0.7971212501121008, "alpha_spy_p6m": -0.7241577178559522, "alpha_c_p6m": -0.5351989136197448, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": 0.26192233649235597, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.2021933332479231, "alpha_spy_stated": -0.19520648828696663, "alpha_c_stated": -0.19366583378203583, "price_path": [-0.0535, 0.0075, 0.0514, 0.0795, 0.2063, 0.233, 0.1631, 0.3941, 0.4318, 0.4414, 0.2831, 0.2858, 0.3646, 0.2389, 0.1042, 0.1827, 0.416, 0.4078, 0.3681, 0.3427, 0.3071, 0.2783, 0.56, 0.5428, 0.6936, 0.488, 0.4181, 0.3468, 0.2796, 0.1912, 0.0233, -0.0158, -0.0164, -0.0007, 0.0021, -0.0021, -0.0302, 0.1453, 0.2008, 0.3125, 0.3125, 0.3948, 0.3496, 0.209, 0.2769, 0.3592, 0.3215, 0.3352, 0.3406, 0.2666, 0.294, 0.1686, 0.0103, 0.0274, -0.0137, 0.0384, 0.111, 0.1199, 0.0905, 0.1117, 0.1117, 0.0411, 0.0336, 0.0, 0.0117, 0.0117, 0.1103, 0.2447, 0.2022, 0.1021, 0.1343, 0.1398, 0.2118, 0.2509, 0.2426, 0.2008, 0.2886, 0.2886, 0.2282, 0.2145, 0.1919, 0.2042, 0.1302, 0.2851, 0.3002, 0.2132, 0.0939, 0.0836, 0.1145, -0.0233, -0.1295, 0.0096, 0.1487, 0.172, 0.1158, 0.1035, 0.1254, 0.1254, 0.072, 0.0569, 0.0829, 0.0041, 0.0432, 0.1734, 0.1385, 0.1295, 0.0692, 0.0802, 0.0082, 0.0994, 0.0384, -0.0665, -0.0192, -0.0432, -0.0329, -0.0603, -0.035, 0.0377, 0.0343, 0.0055, 0.0034, -0.0398, 0.0206, 0.0199, 0.0884, -0.0164, -0.0579, -0.1765, -0.1179, -0.1337, -0.1213, -0.1213, -0.085, -0.0398, 0.0569, 0.1213, 0.133, 0.2173, 0.2646, 0.2337, 0.1885, 0.3276, 0.3221, 0.2365, 0.3324, 0.281, 0.2474, 0.2447, 0.183, 0.1597, 0.2159, 0.1679, 0.2262, 0.5147, 0.5017, 0.4178, 0.4085, 0.39, 0.3749, 0.4558, 0.5278, 0.3934, 0.3105, 0.2886, 0.3352, 0.475, 0.5058, 0.5058, 0.5778, 0.7245, 0.6854, 0.621, 0.6456, 0.8019, 0.7985, 0.7512, 0.5387, 0.6648, 0.5788, 0.4407, 0.5511, 0.6792, 0.7841, 0.7964, 0.806, 1.0, 1.0, 0.9287, 0.8944, 0.7971]}
{"unit_id": "quote:2041984679151124758", "ticker_idx": 0, "ts": "2026-04-08T21:01:00+00:00", "symbol": "KTOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KTOS $74. $RKLB $70. The map was early. The move hasn't started.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish KTOS ($74 target) and RKLB ($70 target); drone economy catalysts building but the main move hasn't started yet.", "resolved_tickers": ["KTOS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "5 weeks ago I mapped the drone economy.  \n\nSince then:  \n— $KTOS Valkyrie: Program of Record, $231M Marine Corps contract \n— $RKLB: $816M satellite deal + $190M hypersonics contract \n— DoD drone budget: $33B allocated, $1.5T proposed for 2027 \n— Iran conflict accelerated procurement across every name on the list  \n\n$KTOS $74. $RKLB $70.  The map was early. The move hasn't started.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": 0.08971165065346165, "ret_signed_m1d": 0.08971165065346165, "alpha_spy_m1d": 0.09544757768806333, "alpha_c_m1d": 0.09987479611704553, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.010163145463583878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02941598789658495, "ret_signed_p1d": 0.02941598789658495, "alpha_spy_p1d": 0.03007776332314349, "alpha_c_p1d": 0.03330700702539324, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": -0.003891019128808293, "ret_p1w": 0.08897997465428786, "ret_signed_p1w": 0.08897997465428786, "alpha_spy_p1w": 0.05699038233963094, "alpha_c_p1w": 0.09978201442563617, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": -0.010802039771348304, "ret_p1m": -0.15278797251050957, "ret_signed_p1m": -0.15278797251050957, "alpha_spy_p1m": -0.23766694851811276, "alpha_c_p1m": -0.15865359434690796, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.0058656218363983825, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15278797251050957, "alpha_spy_stated": -0.23766694851811276, "alpha_c_stated": -0.15865359434690796, "price_path": [0.7249, 0.7521, 0.7781, 0.8229, 0.9131, 0.9131, 0.8832, 0.7648, 0.6662, 0.6155, 0.6292, 0.7278, 0.6489, 0.5829, 0.5075, 0.4073, 0.5128, 0.3366, 0.2476, 0.3817, 0.4461, 0.3681, 0.2846, 0.274, 0.3034, 0.3034, 0.346, 0.4227, 0.5465, 0.4061, 0.3802, 0.3271, 0.2912, 0.3485, 0.2612, 0.3277, 0.3018, 0.3044, 0.2519, 0.2732, 0.3533, 0.3019, 0.3013, 0.3092, 0.281, 0.3103, 0.3948, 0.3616, 0.3578, 0.2384, 0.2248, 0.1341, 0.1705, 0.1102, 0.0528, -0.0446, 0.0319, -0.0092, -0.0149, -0.0149, 0.0843, 0.0531, 0.0897, 0.0, 0.0294, 0.0764, 0.078, 0.0926, 0.089, 0.0389, 0.022, 0.0032, 0.0041, -0.0411, -0.1035, -0.0757, -0.0976, -0.1283, -0.0773, -0.0919, -0.0937, -0.132, -0.0997, -0.1658, -0.1528, -0.166, -0.161, -0.2318, -0.1973, -0.2377, -0.2065, -0.2175, -0.1831, -0.1999, -0.1778, -0.1778, -0.1687, -0.1614, -0.046, -0.0615, -0.0708, -0.0741, -0.1449, -0.0721, -0.1436, -0.1551, -0.1777, -0.1977, -0.1398, -0.1548, -0.1655, -0.1755, -0.1781, -0.2066, -0.2066, -0.2523, -0.2565, -0.2983, -0.3221, -0.3091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041984679151124758", "ticker_idx": 1, "ts": "2026-04-08T21:01:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KTOS $74. $RKLB $70. The map was early. The move hasn't started.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish KTOS ($74 target) and RKLB ($70 target); drone economy catalysts building but the main move hasn't started yet.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "5 weeks ago I mapped the drone economy.  \n\nSince then:  \n— $KTOS Valkyrie: Program of Record, $231M Marine Corps contract \n— $RKLB: $816M satellite deal + $190M hypersonics contract \n— DoD drone budget: $33B allocated, $1.5T proposed for 2027 \n— Iran conflict accelerated procurement across every name on the list  \n\n$KTOS $74. $RKLB $70.  The map was early. The move hasn't started.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/1oOpSkqYUf", "parent_author": null, "ret_m1d": 0.03506149299047934, "ret_signed_m1d": 0.03506149299047934, "alpha_spy_m1d": 0.04079742002508102, "alpha_c_m1d": 0.045224638454063215, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.010163145463583878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01962848711296461, "ret_signed_p1d": 0.01962848711296461, "alpha_spy_p1d": 0.02029026253952315, "alpha_c_p1d": 0.023519506241772903, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": -0.003891019128808293, "ret_p1w": 0.24258320287113988, "ret_signed_p1w": 0.24258320287113988, "alpha_spy_p1w": 0.21059361055648296, "alpha_c_p1w": 0.2533852426424882, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": -0.010802039771348304, "ret_p1m": 0.5803117260505422, "ret_signed_p1m": 0.5803117260505422, "alpha_spy_p1m": 0.49543275004293896, "alpha_c_p1m": 0.5744461042141438, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.0058656218363983825, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5803117260505422, "alpha_spy_stated": 0.49543275004293896, "alpha_c_stated": 0.5744461042141438, "price_path": [0.3171, 0.2973, 0.3755, 0.3599, 0.4429, 0.4429, 0.3359, 0.3159, 0.3183, 0.332, 0.2059, 0.3036, 0.3271, 0.2838, 0.1997, 0.111, 0.2177, 0.0954, -0.0063, 0.0836, 0.1363, 0.0793, 0.0432, -0.0109, 0.0105, 0.0105, 0.0472, 0.1151, 0.1474, 0.0617, 0.052, 0.0484, 0.0518, 0.0886, 0.0354, 0.0634, 0.0508, 0.0775, 0.0488, 0.0505, 0.071, 0.0328, 0.0782, 0.0244, 0.025, 0.0685, 0.1776, 0.0411, 0.0778, 0.0073, 0.0189, -0.01, 0.092, -0.012, -0.0871, -0.1402, -0.0378, -0.0183, 0.0148, 0.0148, 0.0139, -0.0063, 0.0351, 0.0, 0.0196, 0.0581, 0.0821, 0.1028, 0.2426, 0.2706, 0.3404, 0.2982, 0.3491, 0.2676, 0.1939, 0.233, 0.1776, 0.154, 0.2363, 0.1809, 0.2033, 0.1801, 0.2684, 0.1774, 0.5803, 0.7583, 0.7615, 0.8602, 0.9861, 0.8695, 0.9652, 0.9076, 1.012, 0.8797, 1.0342, 1.0342, 1.1456, 1.251, 1.218, 1.1498, 0.8338, 0.8478, 0.7186, 0.7973, 0.6494, 0.7029, 0.6217, 0.574, 0.7198, 0.5342, 0.6369, 0.5677, 0.6179, 0.6068, 0.6068, 0.5027, 0.4252, 0.2797, 0.209, 0.2667, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066804582743757059", "ticker_idx": 0, "ts": "2026-06-16T08:46:26+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This truly is a generational company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST; calls it a generational company after spotting its LiDAR on a Boston Dynamics robot in a Micron factory.", "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": "$OUST x $MU?\n\nIn a recent video of the new $MU factory, you can see here a Boston Dynamics robot equipped with $OUST LiDAR. https://t.co/RqOGQ5gxeT\n\n---\n\nShoutout to @MartinMraz4879 for finding this! And to @usppdd for always being the best source of updates for $OUST.\n\nThis truly is a generational company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05733678420749233, "ret_signed_m1d": 0.05733678420749233, "alpha_spy_m1d": 0.05133946798570532, "alpha_c_m1d": 0.028641227512053558, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.028695556695438773, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.047039511890151764, "ret_signed_p1d": -0.047039511890151764, "alpha_spy_p1d": -0.03455164100510033, "alpha_c_p1d": -0.04360677928980339, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.003432732600348376, "ret_p1w": 0.05686871825902684, "ret_signed_p1w": 0.05686871825902684, "alpha_spy_p1w": 0.07667353023715273, "alpha_c_p1w": 0.06775893604043914, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.010890217781412304, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5071, -0.5308, -0.5043, -0.5186, -0.5268, -0.5481, -0.5867, -0.6108, -0.5701, -0.5642, -0.5439, -0.5439, -0.5481, -0.5476, -0.5259, -0.5312, -0.5158, -0.4879, -0.4519, -0.428, -0.4344, -0.4322, -0.3648, -0.3538, -0.3503, -0.3819, -0.3396, -0.37, -0.3885, -0.4023, -0.3691, -0.381, -0.3412, -0.3307, -0.3121, -0.4264, -0.4103, -0.3728, -0.3658, -0.2003, -0.1842, -0.1842, -0.2806, -0.3045, -0.2776, -0.1788, -0.1334, -0.1334, -0.0007, 0.0351, -0.0094, 0.0777, 0.0515, 0.0772, 0.0288, 0.102, -0.0714, -0.0433, -0.0985, -0.1016, -0.073, -0.0686, 0.0573, 0.0, -0.047, 0.0899, 0.0899, 0.1158, 0.0569, -0.0473, -0.0213, -0.0166, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069055292839543056", "ticker_idx": 0, "ts": "2026-06-22T13:49:57+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 hits $50! We're only getting started.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST after hitting $50; author claims the move is just beginning.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST hits $50! We’re only getting started. https://t.co/Dzt6pqdpN0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02328021399427438, "ret_signed_m1d": -0.02328021399427438, "alpha_spy_m1d": -0.026437128433874135, "alpha_c_m1d": -0.018398671912335463, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052852358255755294, "ret_signed_p1d": -0.052852358255755294, "alpha_spy_p1d": -0.03833040424526368, "alpha_c_p1d": -0.011426432115126062, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5759, -0.595, -0.6296, -0.6512, -0.6147, -0.6095, -0.5912, -0.5912, -0.595, -0.5946, -0.5751, -0.5799, -0.5661, -0.5411, -0.5088, -0.4874, -0.4931, -0.4912, -0.4308, -0.4209, -0.4178, -0.4461, -0.4081, -0.4354, -0.452, -0.4643, -0.4346, -0.4453, -0.4096, -0.4002, -0.3835, -0.4859, -0.4715, -0.4379, -0.4316, -0.2833, -0.2689, -0.2689, -0.3553, -0.3767, -0.3526, -0.2641, -0.2234, -0.2234, -0.1044, -0.0724, -0.1122, -0.0342, -0.0577, -0.0346, -0.078, -0.0124, -0.1678, -0.1426, -0.1921, -0.1948, -0.1693, -0.1653, -0.0524, -0.1038, -0.146, -0.0233, -0.0233, 0.0, -0.0529, -0.1462, -0.1229, -0.1187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033898650716487958", "ticker_idx": 0, "ts": "2026-03-17T13:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "March 25 is the most important call this company has ever had. Not because the numbers are in question — but because this is the first time management gets to lay out the COMBINED entity.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ONDS into March 25 earnings: Q4 beat, Mistral merger closed, $1B+ DOD contracts, $170-180M 2026 guidance reiterated pre-acquisitions.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "8 days until $ONDS reports earnings.  \n\nQuick reminder of what's already confirmed:  \n→ Q4 revenue 3x sequential (beat) \n→ Mistral merger closed — now a US defense prime \n→ $1.5B+ cash on hand \n→ $1B+ in DOD contracts (additive to existing guidance) \n→ 2026 guidance $170–180M reiterated BEFORE new acquisitions  \n\nMarch 25 is the most important call this company has ever had.  Not because the numbers are in question — but because this is the first time management gets to lay out the COMBINED entity.  \n\nMistral + Ondas + AIROBOTICS + OAS.  \n\nI'll be breaking down the call live. ⚡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06648936327611488, "ret_signed_m1d": -0.06648936327611488, "alpha_spy_m1d": -0.06386571989695877, "alpha_c_m1d": -0.06386571989695877, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.0026236433791561042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03989360105654938, "ret_signed_p1d": -0.03989360105654938, "alpha_spy_p1d": -0.02593995654129222, "alpha_c_p1d": -0.02593995654129222, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.013953644515257158, "ret_p1w": -0.053191439893533365, "ret_signed_p1w": -0.053191439893533365, "alpha_spy_p1w": -0.029598224813502272, "alpha_c_p1w": -0.029598224813502272, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023593215080031094, "ret_p1m": -0.11081560546019142, "ret_signed_p1m": -0.11081560546019142, "alpha_spy_p1m": -0.15712160303102074, "alpha_c_p1m": -0.15712160303102074, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.046305997570829316, "ret_p3m": -0.17287232760877913, "ret_signed_p3m": -0.17287232760877913, "alpha_spy_p3m": -0.28167806219325064, "alpha_c_p3m": -0.28167806219325064, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.10880573458447151, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11081560546019142, "alpha_spy_stated": -0.15712160303102074, "alpha_c_stated": -0.15712160303102074, "price_path": [-0.3085, -0.1826, -0.1782, -0.2057, -0.1906, -0.1906, -0.2482, -0.25, -0.203, -0.1348, -0.1348, -0.023, 0.1108, 0.1383, 0.0798, 0.242, 0.2137, 0.1693, 0.2314, 0.2021, 0.1365, 0.078, 0.078, 0.164, 0.1126, 0.1188, 0.0789, -0.0106, 0.0869, 0.0878, -0.0009, -0.0816, -0.0567, 0.0089, -0.1418, -0.2482, -0.141, -0.0833, -0.1418, -0.1817, -0.2048, -0.1746, -0.1746, -0.109, -0.0186, 0.0098, -0.1108, -0.0966, -0.078, -0.0869, -0.0736, -0.1064, -0.0541, -0.1117, -0.0683, -0.07, -0.1285, -0.1383, -0.1126, -0.1285, -0.0842, -0.0993, -0.0665, 0.0, -0.0399, -0.047, -0.1082, -0.0337, -0.0532, -0.086, -0.1631, -0.2199, -0.2775, -0.1986, -0.219, -0.1489, -0.1489, -0.156, -0.1551, -0.1622, -0.1897, -0.1906, -0.1605, -0.1667, -0.1108, -0.0957, -0.1135, -0.0488, -0.0363, -0.0195, -0.0656, -0.0647, -0.0293, -0.0709, -0.1587, -0.1099, -0.0851, -0.1374, -0.1729, -0.172, -0.2119, -0.1968, -0.1649, -0.1986, -0.2145, -0.0062, -0.0585, -0.1401, -0.191, -0.1702, -0.1862, -0.1968, -0.1968, -0.1339, -0.0426, 0.1746, 0.172, 0.1933, 0.2039, 0.0293, 0.0612, -0.0754, -0.0869, -0.1445, -0.1746, -0.1285, -0.1729, -0.1569, -0.1835, -0.1915, -0.1782, -0.1782, -0.2119, -0.2438, -0.3191, -0.3196, -0.3059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070410768890093933", "ticker_idx": 0, "ts": "2026-06-26T07:36:08+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "UK and European investors finally have a dedicated memory ETF. $DRAM ($D4RM in GBP) listed on the LSE this week. ISA eligible. SIPP eligible. Good to see UK investors get access to this corner of the semiconductor market.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Highlights DRAM ETF listing on LSE as a new way for UK/European investors to play the memory sector; implicitly bullish.", "resolved_tickers": ["DRAM"], "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": "UK and European investors finally have a dedicated memory ETF.\n\n$DRAM ($D4RM in GBP) listed on the LSE this week. ISA eligible. SIPP eligible.\n\n$DRAM is up 177% since listing in April. UK investors previously had no clean way to play this and were left on the sidelines.\n\nThe holdings:\nKioxia - 14.88%\n$MU  - 13.59%\n$SNDK  - 12.60%\nSK Hynix - 11.40%\nSamsung - 10.07%\n11 names total. Pure-play criteria: ≥50% revenues from memory and storage.\n\nGood to see UK investors get access to this corner of the semiconductor market.\n$MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06969953154794029, "ret_signed_m1d": 0.06969953154794029, "alpha_spy_m1d": 0.06241548426371546, "alpha_c_m1d": 0.06241548426371546, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.007284047284224826, "ret_t0": 0.0, "ret_signed_t0": 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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, -0.6138, -0.6138, -0.5943, -0.5904, -0.5483, -0.5495, -0.5488, -0.5332, -0.5051, -0.5205, -0.5125, -0.5049, -0.5121, -0.5141, -0.4811, -0.4942, -0.4825, -0.4634, -0.4807, -0.4681, -0.4528, -0.4378, -0.4092, -0.356, -0.3228, -0.3524, -0.2654, -0.2337, -0.2863, -0.2412, -0.2517, -0.2891, -0.3139, -0.3076, -0.2834, -0.244, -0.2652, -0.2652, -0.1582, -0.1551, -0.1295, -0.1208, -0.054, -0.0321, -0.0302, -0.086, -0.2238, -0.158, -0.1672, -0.2019, -0.094, -0.0956, -0.0113, -0.0523, -0.0269, 0.0672, 0.0672, 0.123, -0.037, -0.0271, 0.0697, 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": "orig:1999126369670713842", "ticker_idx": 1, "ts": "2025-12-11T14:37:23+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the dip. $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip across crypto mining/infrastructure names BITF, NBIS, CLSK, IREN, CIFR amid market selloff.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "When their is blood on the streets…\n\nBuy the dip.\n\n$BITF $NBIS $CLSK $IREN $CIFR https://t.co/d8vVQNIVC2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007318651361265971, "ret_signed_m1d": -0.007318651361265971, "alpha_spy_m1d": -0.004997107437222703, "alpha_c_m1d": -0.009544499006334695, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.0022258476450687237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06989813770911646, "ret_signed_p1d": -0.06989813770911646, "alpha_spy_p1d": -0.05914606213383378, "alpha_c_p1d": -0.06767229006404785, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": -0.0022258476450686127, "ret_p1w": -0.1717225567567725, "ret_signed_p1w": -0.1717225567567725, "alpha_spy_p1w": -0.15329450934862743, "alpha_c_p1w": -0.1688118126344128, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.0029107441223596986, "ret_p1m": 0.03871448422929347, "ret_signed_p1m": 0.03871448422929347, "alpha_spy_p1m": 0.028628564422660707, "alpha_c_p1m": 0.026029597769733792, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.012684886459559674, "ret_p3m": 0.022804428868438142, "ret_signed_p3m": 0.022804428868438142, "alpha_spy_p3m": 0.03729867465777115, "alpha_c_p3m": 0.014671546825116177, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.008132882043321965, "ret_p6m": 1.4163131152757185, "ret_signed_p6m": 1.4163131152757185, "alpha_spy_p6m": 1.34001899160899, "alpha_c_p6m": 1.4541606976016985, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.03784758232598018, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03871448422929347, "alpha_spy_stated": 0.028628564422660707, "alpha_c_stated": 0.026029597769733792, "price_path": [-0.0352, -0.0514, -0.0021, -0.0017, 0.0534, 0.1307, 0.1434, 0.201, 0.1449, 0.1423, 0.1691, 0.1908, 0.2262, 0.3351, 0.3574, 0.3252, 0.2484, 0.294, 0.4069, 0.3744, 0.4368, 0.3592, 0.3346, 0.305, 0.2032, 0.1561, 0.1061, 0.046, 0.126, 0.2437, 0.3304, 0.2922, 0.3269, 0.3171, 0.3876, 0.2778, 0.1725, 0.241, 0.1608, 0.1803, 0.1662, 0.0842, 0.0008, -0.0599, -0.1139, -0.088, -0.0397, 0.0084, -0.1022, -0.1169, -0.0252, -0.0573, 0.0043, 0.0043, 0.0063, 0.0623, 0.023, 0.0492, 0.0904, 0.0399, 0.0642, 0.0226, -0.0073, 0.0, -0.0699, -0.1394, -0.1414, -0.1997, -0.1717, -0.0511, -0.0111, -0.0451, -0.0334, -0.0334, -0.071, -0.0874, -0.0966, -0.1122, -0.1122, -0.0459, -0.0154, 0.0632, 0.0205, 0.032, 0.0387, 0.1384, 0.1183, 0.0817, 0.1019, 0.1533, 0.1533, 0.0531, 0.0487, 0.0273, 0.0023, -0.0299, 0.0381, 0.0652, 0.0067, -0.0964, -0.0649, -0.0459, -0.1261, -0.2165, -0.0868, -0.0148, -0.0264, -0.0601, -0.0483, 0.0396, 0.0396, 0.0344, 0.0798, 0.1414, 0.0386, 0.0671, 0.088, 0.1256, 0.1124, -0.0328, -0.0347, -0.0793, 0.0371, 0.0145, -0.0525, 0.007, 0.0228, 0.1879, 0.1459, 0.198, 0.3773, 0.2339, 0.2575, 0.2889, 0.2476, 0.2108, 0.2188, 0.2207, 0.124, 0.0694, -0.0214, 0.1006, 0.0814, 0.1542, 0.1542, 0.1937, 0.2452, 0.3258, 0.446, 0.5377, 0.6394, 0.7176, 0.7689, 0.7537, 0.6667, 0.6882, 0.6605, 0.6561, 0.6661, 0.5609, 0.5375, 0.4373, 0.4976, 0.4662, 0.6386, 0.8712, 0.8659, 1.0693, 0.9598, 0.8779, 0.9739, 0.8998, 1.1985, 1.3457, 1.3328, 1.1199, 1.0973, 1.0346, 1.3327, 1.278, 1.278, 1.2068, 1.2101, 1.4007, 1.4511, 1.8056, 1.7639, 1.6695, 1.7542, 1.4163]}
{"unit_id": "orig:1999126369670713842", "ticker_idx": 2, "ts": "2025-12-11T14:37:23+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the dip. $CLSK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip across crypto mining/infrastructure names BITF, NBIS, CLSK, IREN, CIFR amid market selloff.", "resolved_tickers": ["CLSK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "When their is blood on the streets…\n\nBuy the dip.\n\n$BITF $NBIS $CLSK $IREN $CIFR https://t.co/d8vVQNIVC2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01956814897602921, "ret_signed_m1d": -0.01956814897602921, "alpha_spy_m1d": -0.01724660505198594, "alpha_c_m1d": -0.0017078244027862732, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.017860324573242936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05330634130369982, "ret_signed_p1d": -0.05330634130369982, "alpha_spy_p1d": -0.04255426572841714, "alpha_c_p1d": -0.05476447203091439, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": 0.0014581307272145683, "ret_p1w": -0.24426450473027617, "ret_signed_p1w": -0.24426450473027617, "alpha_spy_p1w": -0.2258364573221311, "alpha_c_p1w": -0.23825035760410473, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.006014147126171432, "ret_p1m": -0.21659919731766542, "ret_signed_p1m": -0.21659919731766542, "alpha_spy_p1m": -0.22668511712429817, "alpha_c_p1m": -0.23582251277240152, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.0192233154547361, "ret_p3m": -0.35020240804700364, "ret_signed_p3m": -0.35020240804700364, "alpha_spy_p3m": -0.33570816225767064, "alpha_c_p3m": -0.2657293434602779, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.08447306458672577, "ret_p6m": 0.05195684707285042, "ret_signed_p6m": 0.05195684707285042, "alpha_spy_p6m": -0.024337276593878077, "alpha_c_p6m": 0.09054675070857177, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.038589903635721345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21659919731766542, "alpha_spy_stated": -0.22668511712429817, "alpha_c_stated": -0.23582251277240152, "price_path": [-0.3057, -0.2443, -0.2281, -0.0918, -0.081, -0.0729, -0.0614, -0.025, -0.0769, -0.1255, 0.0034, -0.0216, -0.0155, 0.0216, 0.0756, 0.1761, 0.2119, 0.2807, 0.3556, 0.3009, 0.3522, 0.4831, 0.5655, 0.3489, 0.3175, 0.3765, 0.2665, 0.1377, 0.1923, 0.3067, 0.363, 0.2922, 0.2746, 0.1937, 0.2011, 0.1754, 0.0945, 0.1188, 0.0391, 0.0506, 0.0142, -0.0523, -0.1005, -0.1916, -0.2605, -0.2841, -0.2706, -0.3104, -0.3401, -0.3435, -0.2254, -0.2024, -0.0924, -0.0924, 0.0189, -0.0499, -0.0749, -0.0223, 0.0142, -0.0746, -0.0628, 0.002, -0.0196, 0.0, -0.0533, -0.196, -0.1997, -0.2254, -0.2443, -0.1883, -0.1835, -0.2233, -0.2308, -0.2308, -0.2638, -0.2767, -0.2969, -0.3171, -0.3171, -0.2206, -0.17, -0.191, -0.195, -0.191, -0.2166, -0.193, -0.1532, -0.0999, -0.141, -0.0978, -0.0978, -0.139, -0.1356, -0.11, -0.0749, -0.1606, -0.1046, -0.0924, -0.1505, -0.2011, -0.2551, -0.2335, -0.3104, -0.4423, -0.3198, -0.3124, -0.3232, -0.3509, -0.3718, -0.3354, -0.3354, -0.3738, -0.3745, -0.3374, -0.3489, -0.3374, -0.3016, -0.2949, -0.2955, -0.3286, -0.2881, -0.3327, -0.2807, -0.3286, -0.3785, -0.3516, -0.3502, -0.3381, -0.3556, -0.3414, -0.3239, -0.3178, -0.3333, -0.3367, -0.3657, -0.3266, -0.3536, -0.3279, -0.3725, -0.4157, -0.448, -0.4258, -0.4184, -0.4069, -0.4069, -0.386, -0.3887, -0.3333, -0.3117, -0.3239, -0.274, -0.2395, -0.2402, -0.2294, -0.1923, -0.1869, -0.2233, -0.1761, -0.1748, -0.139, -0.1734, -0.2045, -0.2328, -0.1545, -0.1788, -0.135, -0.0951, -0.0216, -0.0567, -0.0418, -0.0351, -0.0911, -0.1026, -0.0567, -0.1154, -0.0931, -0.0088, 0.0391, 0.0634, 0.0776, 0.0776, 0.1559, 0.2173, 0.224, 0.2341, 0.2692, 0.1862, 0.1883, 0.1323, 0.052]}
{"unit_id": "orig:1999126369670713842", "ticker_idx": 3, "ts": "2025-12-11T14:37:23+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the dip. $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip across crypto mining/infrastructure names BITF, NBIS, CLSK, IREN, CIFR amid market selloff.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "When their is blood on the streets…\n\nBuy the dip.\n\n$BITF $NBIS $CLSK $IREN $CIFR https://t.co/d8vVQNIVC2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0004551765677915931, "ret_signed_m1d": -0.0004551765677915931, "alpha_spy_m1d": 0.0018663673562516747, "alpha_c_m1d": 0.017405148005451343, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.017860324573242936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0867090959870408, "ret_signed_p1d": -0.0867090959870408, "alpha_spy_p1d": -0.07595702041175811, "alpha_c_p1d": -0.08816722671425536, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": 0.0014581307272145683, "ret_p1w": -0.18525260910455577, "ret_signed_p1w": -0.18525260910455577, "alpha_spy_p1w": -0.1668245616964107, "alpha_c_p1w": -0.17923846197838433, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.006014147126171432, "ret_p1m": 0.047564866133552375, "ret_signed_p1m": 0.047564866133552375, "alpha_spy_p1m": 0.037478946326919615, "alpha_c_p1m": 0.028341550678816274, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.0192233154547361, "ret_p3m": -0.13245334266548026, "ret_signed_p3m": -0.13245334266548026, "alpha_spy_p3m": -0.11795909687614725, "alpha_c_p3m": -0.04798027807875449, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.08447306458672577, "ret_p6m": 0.23691397753217913, "ret_signed_p6m": 0.23691397753217913, "alpha_spy_p6m": 0.16061985386545063, "alpha_c_p6m": 0.2755038811679005, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.038589903635721345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.047564866133552375, "alpha_spy_stated": 0.037478946326919615, "alpha_c_stated": 0.028341550678816274, "price_path": [-0.1548, -0.1705, -0.1375, -0.1734, -0.1206, -0.0464, -0.0494, 0.0728, 0.0535, -0.0473, 0.0453, 0.068, 0.0715, 0.0701, 0.1484, 0.3143, 0.4037, 0.3675, 0.4531, 0.3603, 0.4597, 0.5831, 0.5471, 0.4071, 0.3819, 0.3477, 0.2561, 0.1796, 0.2713, 0.4315, 0.4791, 0.4206, 0.3751, 0.325, 0.3826, 0.5419, 0.5164, 0.739, 0.5239, 0.4197, 0.3694, 0.3059, 0.2676, 0.1072, 0.0553, 0.079, 0.1117, 0.043, -0.0107, -0.0382, 0.1036, 0.0803, 0.1026, 0.1026, 0.0881, 0.1036, -0.0642, 0.0005, 0.0571, 0.0175, 0.0546, 0.066, -0.0005, 0.0, -0.0867, -0.1925, -0.1673, -0.2312, -0.1853, -0.0915, -0.0432, -0.0426, -0.0446, -0.0446, -0.0828, -0.1031, -0.1284, -0.1404, -0.1404, -0.0282, 0.0979, 0.0448, -0.0072, 0.0396, 0.0476, 0.1454, 0.206, 0.2035, 0.1809, 0.3159, 0.3159, 0.2349, 0.2171, 0.1893, 0.2899, 0.1916, 0.3653, 0.4324, 0.3619, 0.223, 0.208, 0.2378, 0.0228, -0.0944, -0.048, 0.0503, -0.023, -0.0289, -0.089, -0.0391, -0.0391, -0.0676, -0.0423, -0.0148, -0.0901, -0.036, 0.0344, 0.002, 0.0068, -0.068, -0.058, -0.1158, -0.0023, -0.0868, -0.1648, -0.1161, -0.1325, -0.0446, -0.0585, -0.0537, 0.0228, -0.0223, -0.0394, -0.0519, -0.0603, -0.0405, -0.0642, -0.0571, -0.1477, -0.2014, -0.2804, -0.2198, -0.2242, -0.2087, -0.2087, -0.2005, -0.1866, -0.1618, -0.1566, -0.1051, -0.0198, 0.0781, 0.1111, 0.0856, 0.0951, 0.1088, 0.028, 0.1013, 0.1839, 0.1525, 0.1006, 0.0114, -0.0246, 0.0357, 0.0391, 0.1261, 0.2458, 0.3878, 0.2938, 0.3928, 0.2551, 0.2872, 0.2556, 0.3291, 0.2048, 0.1484, 0.0865, 0.1996, 0.3213, 0.2934, 0.2934, 0.3605, 0.5439, 0.4577, 0.4461, 0.4868, 0.5157, 0.4902, 0.4078, 0.2369]}
{"unit_id": "orig:1999126369670713842", "ticker_idx": 4, "ts": "2025-12-11T14:37:23+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the dip. $CIFR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip across crypto mining/infrastructure names BITF, NBIS, CLSK, IREN, CIFR amid market selloff.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "When their is blood on the streets…\n\nBuy the dip.\n\n$BITF $NBIS $CLSK $IREN $CIFR https://t.co/d8vVQNIVC2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021186421414757683, "ret_signed_m1d": -0.021186421414757683, "alpha_spy_m1d": -0.018864877490714416, "alpha_c_m1d": -0.02632269967738443, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.005136278262626748, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0969279663692395, "ret_signed_p1d": -0.0969279663692395, "alpha_spy_p1d": -0.08617589079395682, "alpha_c_p1d": -0.06800322011351922, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": -0.02892474625572028, "ret_p1w": -0.19756354385795827, "ret_signed_p1w": -0.19756354385795827, "alpha_spy_p1w": -0.1791354964498132, "alpha_c_p1w": -0.1541087165411409, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.04345482731681738, "ret_p1m": -0.11917373411094168, "ret_signed_p1m": -0.11917373411094168, "alpha_spy_p1m": -0.12925965391757444, "alpha_c_p1m": -0.10837204112272969, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": -0.010801692988211986, "ret_p3m": -0.2605931854511724, "ret_signed_p3m": -0.2605931854511724, "alpha_spy_p3m": -0.24609893966183938, "alpha_c_p3m": -0.20654154893800258, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.0540516365131698, "ret_p6m": 0.18908907631688132, "ret_signed_p6m": 0.18908907631688132, "alpha_spy_p6m": 0.11279495265015282, "alpha_c_p6m": -0.032766630416248166, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.2218557067331295, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11917373411094168, "alpha_spy_stated": -0.12925965391757444, "alpha_c_stated": -0.10837204112272969, "price_path": [-0.4253, -0.3904, -0.3443, -0.3724, -0.3496, -0.2606, -0.2505, -0.2511, -0.3824, -0.3925, -0.33, -0.3332, -0.3326, -0.2685, -0.2214, -0.1875, -0.1658, -0.0678, -0.0471, -0.1012, 0.0773, 0.1065, 0.1139, -0.0085, -0.0064, 0.0546, -0.0426, -0.1467, -0.0861, 0.0943, 0.0879, 0.0572, 0.0376, 0.0101, -0.0122, 0.2055, 0.1923, 0.3088, 0.1499, 0.0959, 0.0408, -0.0111, -0.0794, -0.2092, -0.2394, -0.2399, -0.2278, -0.2256, -0.2288, -0.2505, -0.1149, -0.072, 0.0143, 0.0143, 0.0779, 0.0429, -0.0657, -0.0132, 0.0503, 0.0212, 0.0318, 0.036, -0.0212, 0.0, -0.0969, -0.2193, -0.206, -0.2378, -0.1976, -0.1414, -0.1345, -0.1573, -0.1409, -0.1409, -0.1954, -0.2013, -0.2272, -0.2182, -0.2182, -0.1419, -0.0381, -0.071, -0.1483, -0.1234, -0.1192, -0.0636, -0.0334, -0.0397, -0.072, -0.0042, -0.0042, -0.0508, -0.0614, -0.0789, -0.0694, -0.1266, -0.0069, 0.0048, -0.0625, -0.1547, -0.1626, -0.1388, -0.2452, -0.3273, -0.2198, -0.1123, -0.0943, -0.1377, -0.1472, -0.1303, -0.1303, -0.1716, -0.1833, -0.1631, -0.224, -0.1939, -0.0932, -0.1202, -0.1271, -0.1737, -0.1653, -0.2209, -0.1504, -0.1976, -0.2786, -0.2421, -0.2606, -0.2526, -0.2738, -0.2542, -0.1981, -0.2007, -0.223, -0.2246, -0.2579, -0.2113, -0.2119, -0.1589, -0.2399, -0.272, -0.3636, -0.3183, -0.3305, -0.321, -0.321, -0.2929, -0.2579, -0.1833, -0.1335, -0.1245, -0.0593, -0.0228, -0.0466, -0.0816, 0.026, 0.0217, -0.0445, 0.0297, -0.0101, -0.036, -0.0381, -0.0858, -0.1038, -0.0604, -0.0975, -0.0524, 0.1706, 0.1605, 0.0956, 0.0885, 0.0742, 0.0625, 0.125, 0.1806, 0.0768, 0.0127, -0.0042, 0.0318, 0.1398, 0.1637, 0.1637, 0.2193, 0.3326, 0.3024, 0.2526, 0.2717, 0.3925, 0.3898, 0.3533, 0.1891]}
{"unit_id": "quote:2044483577128046767", "ticker_idx": 0, "ts": "2026-04-15T18:30:44+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Marvell $MRVL spent $3.25B to acquire Celestial AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish POET as the uncontrolled substrate in Marvell's photonic stack post-Celestial AI acquisition; also implicitly bullish MRVL on the deal.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Marvell $MRVL spent $3.25B to acquire Celestial AI.\n\nCelestial AI's ENTIRE Photonic architecture runs on $POET's Optical Interposer.\n\nMarvell has the DSPs. The switch ASICs. The AI networking stack.\n\nThe one thing they don't control?\n\nThe substrate everything sits on.\n\n$POET. $1B market cap. Full thesis below👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vyq70QahSF", "parent_author": null, "ret_m1d": -0.005720685271505488, "ret_signed_m1d": -0.005720685271505488, "alpha_spy_m1d": 0.0021085040634238883, "alpha_c_m1d": -0.0035131797527416797, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.002207505518763808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009138268429068064, "ret_signed_p1d": -0.009138268429068064, "alpha_spy_p1d": -0.011595616076005677, "alpha_c_p1d": -0.013111751415754047, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.003973482986685983, "ret_p1w": 0.1687964352931013, "ret_signed_p1w": 0.1687964352931013, "alpha_spy_p1w": 0.15269498568704365, "alpha_c_p1w": 0.11619160842275766, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.052604826870343624, "ret_p1m": 0.3564635479335678, "ret_signed_p1m": 0.3564635479335678, "alpha_spy_p1m": 0.28755762453500733, "alpha_c_p1m": 0.07977474692811803, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.2766888010054498, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3564635479335678, "alpha_spy_stated": 0.28755762453500733, "alpha_c_stated": 0.07977474692811803, "price_path": [-0.4025, -0.4025, -0.4074, -0.387, -0.3829, -0.4042, -0.3928, -0.3842, -0.3791, -0.396, -0.414, -0.4159, -0.4391, -0.4525, -0.4489, -0.4039, -0.3885, -0.391, -0.396, -0.4191, -0.4163, -0.4163, -0.4133, -0.4127, -0.4088, -0.4098, -0.4224, -0.4179, -0.3991, -0.4112, -0.3934, -0.3996, -0.4244, -0.4201, -0.438, -0.3349, -0.312, -0.3072, -0.3284, -0.349, -0.3476, -0.32, -0.3258, -0.3494, -0.3352, -0.3472, -0.3305, -0.3142, -0.2689, -0.2747, -0.2954, -0.3479, -0.2645, -0.2076, -0.2046, -0.2046, -0.1868, -0.1878, -0.1501, -0.1094, -0.0454, -0.0245, -0.0057, 0.0, -0.0091, 0.0378, 0.0984, 0.1241, 0.1688, 0.23, 0.2207, 0.1754, 0.1384, 0.1632, 0.227, 0.2255, 0.2159, 0.2537, 0.279, 0.1888, 0.264, 0.2692, 0.2221, 0.3221, 0.3565, 0.3142, 0.2551, 0.3096, 0.3878, 0.4167, 0.4586, 0.4586, 0.5473, 0.4762, 0.5218, 0.523, 0.6302, 1.1604, 1.2411, 1.3509, 0.9574, 1.146, 0.9828, 0.8766, 1.0855, 1.078, 1.2948, 1.0704, 1.1511, 1.3074, 1.3074, 1.2872, 1.0731, 1.0557, 1.0896, 0.9819, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044483577128046767", "ticker_idx": 1, "ts": "2026-04-15T18:30:44+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$POET. $1B market cap. Full thesis below", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish POET as the uncontrolled substrate in Marvell's photonic stack post-Celestial AI acquisition; also implicitly bullish MRVL on the deal.", "resolved_tickers": ["POET"], "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": "Marvell $MRVL spent $3.25B to acquire Celestial AI.\n\nCelestial AI's ENTIRE Photonic architecture runs on $POET's Optical Interposer.\n\nMarvell has the DSPs. The switch ASICs. The AI networking stack.\n\nThe one thing they don't control?\n\nThe substrate everything sits on.\n\n$POET. $1B market cap. Full thesis below👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vyq70QahSF", "parent_author": null, "ret_m1d": -0.03730269151665622, "ret_signed_m1d": -0.03730269151665622, "alpha_spy_m1d": -0.02947350218172684, "alpha_c_m1d": -0.03509518599789241, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.002207505518763808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05308470208520144, "ret_signed_p1d": 0.05308470208520144, "alpha_spy_p1d": 0.05062735443826383, "alpha_c_p1d": 0.04911121909851546, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.003973482986685983, "ret_p1w": 0.8321378539686501, "ret_signed_p1w": 0.8321378539686501, "alpha_spy_p1w": 0.8160364043625925, "alpha_c_p1w": 0.7795330270983065, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.052604826870343624, "ret_p1m": 1.9512195572474496, "ret_signed_p1m": 1.9512195572474496, "alpha_spy_p1m": 1.882313633848889, "alpha_c_p1m": 1.6745307562419998, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.2766888010054498, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.9512195572474496, "alpha_spy_stated": 1.882313633848889, "alpha_c_stated": 1.6745307562419998, "price_path": [0.1908, 0.1908, 0.1822, 0.2009, -0.0043, -0.0086, -0.0732, -0.0258, -0.1076, -0.1463, -0.1679, -0.1621, -0.1334, -0.1951, -0.2568, -0.1578, -0.109, -0.1621, -0.1636, -0.1894, -0.1994, -0.1994, -0.208, -0.1994, -0.2009, -0.1836, -0.208, -0.1234, -0.0875, -0.1047, -0.1392, -0.0086, 0.01, -0.0187, -0.0473, -0.099, -0.0402, 0.0043, 0.0674, 0.0674, -0.0201, -0.0086, -0.0574, -0.1133, -0.1062, -0.1492, -0.1306, -0.1765, -0.1248, -0.2123, -0.2554, -0.2712, -0.1478, -0.1966, -0.1234, -0.1234, -0.1277, -0.1449, -0.1076, -0.1277, 0.01, 0.0473, -0.0373, 0.0, 0.0531, 0.0416, 0.2324, 0.4706, 0.8321, 0.6815, 1.1664, 0.1406, 0.1521, -0.0531, 0.0215, 0.0488, 0.0201, 0.3214, 0.3945, 0.3745, 0.571, 0.9943, 0.9699, 1.0617, 1.9512, 1.2912, 1.0387, 0.8752, 1.1205, 1.1263, 1.0933, 1.0933, 0.9154, 0.9053, 0.9024, 0.7633, 0.9928, 0.9828, 1.2066, 1.2209, 0.7016, 0.7618, 0.5452, 0.5753, 0.6141, 0.7977, 0.9986, 0.8149, 0.7145, 0.7432, 0.7432, 0.7346, 0.5395, 0.5294, 0.4534, 0.3544, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062112972709700066", "ticker_idx": 0, "ts": "2026-06-03T10:03:39+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A small-cap supplier with a re-certification-grade moat and 65% guided growth was never going to trade like a value stock here. The only question that matters on $KRKNF is whether the moat and the growth compound into a 20x-sales multiple before integration friction tests it.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish KRKNF on re-certification moat, 65% guided growth, and four high-demand defence/autonomy verticals; screen misread a one-time charge as operating loss.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "New coverage. $KRKNF - Kraken Robotics.\n\nFour things the market is paying up for right now - defence autonomy, undersea warfare, the uncrewed-systems buildout, and anything with an Anduril connection. \n\nThere's one small-cap supplying hardware into all four. The screen files it as a tiny Canadian \"marine robotics\" company.\n\nHere's the problem. Pull up the Q1 print and you see a net loss, and a stock that fell on the day. Loss-making micro-cap, move on. That's the trap.\n\nThe loss is mostly a deal cost - roughly C$2.8m of one-time Covelya transaction and restructuring expense. Strip it out and Kraken was adjusted-profitable on the quarter, with revenue up 35% and product revenue up 50%. The screen read a one-time acquisition charge as an operating result, and the stock sold off into record orders.\n\nSo what does it actually sell?\n\nDefence autonomy. Its pressure-tolerant SeaPower batteries are designed into uncrewed platforms like Anduril's Ghost Shark and HII's REMUS. Once a battery sets a vehicle's centre of gravity and buoyancy, switching suppliers means re-certifying the entire hull - years and millions. Revenue compounds with platform production, not press releases.\n\nSeabed warfare. Its KATFISH active-towed sonar runs high-speed mine countermeasures, and it just signed SEFINE SISAM to integrate KATFISH into an end-to-end uncrewed mine-hunting workflow for navies.\n\nThe battery itself. Pressure-tolerant cells deliver ~200% more energy density and ~46% less weight per kWh than legacy designs, tested to 6,000m depth. Endurance is the constraint every deep-sea autonomous programme hits, and this is the answer.\n\nSubsea services. 3D at Depth LiDAR scans infrastructure to 4,000m at millimetric resolution; PanGeo images buried cable for offshore wind. Recurring, higher-margin survey revenue underneath the hardware.\n\nNow the valuation.\n\n$KRKNF trades north of 20x trailing revenue. This isn't cheap. Combined Kraken-plus-Covelya backlog now sits at ~C$262m, and standalone 2026 guidance is C$165-175m - over 65% growth at the midpoint, before the deal even closes.\n\nBut it isn't a clean story. Gross margin slipped from 63% to 56% as the company spends ahead of an H2 ramp, and the C$615m Covelya deal is being funded with C$402.5m of new stock. You're paying a premium multiple into an integration.\n\nA small-cap supplier with a re-certification-grade moat and 65% guided growth was never going to trade like a value stock here.\n\nThe only question that matters on $KRKNF is whether the moat and the growth compound into a 20x-sales multiple before integration friction tests it.\n\n$KRKNF $PNG.NE", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/yZxLG38yBS", "parent_author": null, "ret_m1d": 0.08185054226228172, "ret_signed_m1d": 0.08185054226228172, "alpha_spy_m1d": 0.07478377112026102, "alpha_c_m1d": 0.07176024355571431, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.010090298706567413, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05142349470057428, "ret_signed_p1d": 0.05142349470057428, "alpha_spy_p1d": 0.047644808938435146, "alpha_c_p1d": 0.06701741576427522, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.015593921063700944, "ret_p1w": -0.1334519600128763, "ret_signed_p1w": -0.1334519600128763, "alpha_spy_p1w": -0.09525457850621466, "alpha_c_p1w": -0.033569229139332246, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.09988273087354405, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0925, 0.2064, 0.3452, 0.3043, 0.2598, 0.2242, 0.2473, 0.3096, 0.2463, 0.1922, 0.153, 0.1995, 0.1851, 0.16, 0.0552, 0.0623, -0.031, 0.0302, 0.0605, 0.0694, 0.0694, 0.0996, 0.089, 0.0819, 0.0854, 0.0569, 0.1495, 0.1085, 0.0996, 0.153, 0.1441, 0.1406, 0.0669, 0.1192, 0.0673, 0.0516, 0.048, 0.0089, -0.0098, 0.0249, -0.0302, 0.0089, -0.0747, -0.0623, -0.0658, -0.0927, -0.0961, -0.1139, -0.0765, -0.0326, -0.0569, -0.0804, -0.0416, 0.0196, -0.0084, -0.0557, -0.0557, 0.048, 0.0587, 0.0053, -0.0281, 0.0607, 0.0819, 0.0, 0.0514, -0.0356, -0.0587, -0.0897, -0.1335, -0.094, -0.1014, -0.0907, -0.1085, -0.097, -0.0125, -0.0125, -0.0865, -0.1069, -0.1222, -0.1459, -0.1795, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023797337961738508", "ticker_idx": 0, "ts": "2026-02-17T16:31:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "At $67, this might be the last time you see $RKLB under $70 before new highs this year. Position: Long", "tweet_type": "prediction", "timeline": "months", "summary": "Long RKLB at $67 ahead of earnings; expects new highs this year on Space Force contract, SDA backlog, Q3 beat, and analyst upgrades.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB earnings in 9 days and nobody is talking about this setup.\n\n1. Down 32% from ATH of $99.60\n2. $816M Space Force contract - largest in company history\n3. $1.3B+ in SDA backlog\n4. Q3 beat estimates by 70% (EPS -$0.03 vs -$0.10 expected)\n5. 15 analysts: average PT $72.92. Morgan Stanley upgraded to Overweight\n6. Neutron test flight on track for 2026\n\nAt $67, this might be the last time you see $RKLB under $70 before new highs this year .\n\nFull pre-earnings deep dive dropping TOMORROW. \n\nYou don't want to miss it.\n\n$RKLB | Position: Long", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035055043205581504, "ret_signed_m1d": -0.035055043205581504, "alpha_spy_m1d": -0.033444159320324074, "alpha_c_m1d": -0.02985739274509991, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197650460481595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06481612274799686, "ret_signed_p1d": 0.06481612274799686, "alpha_spy_p1d": 0.05977841519742011, "alpha_c_p1d": 0.06504461785799998, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022849511000311296, "ret_p1w": 0.0011446820969143179, "ret_signed_p1w": 0.0011446820969143179, "alpha_spy_p1w": -0.0054453219404044795, "alpha_c_p1w": -0.00970752143089948, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852203527813797, "ret_p1m": -0.005866304711623305, "ret_signed_p1m": -0.005866304711623305, "alpha_spy_p1m": 0.02550221514694384, "alpha_c_p1m": 0.050679313574854334, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654561828647764, "ret_p3m": 0.7852339066059051, "ret_signed_p3m": 0.7852339066059051, "alpha_spy_p3m": 0.6997997313003677, "alpha_c_p3m": 0.8035021256959181, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.01826821909001297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005866304711623305, "alpha_spy_stated": 0.02550221514694384, "alpha_c_stated": 0.050679313574854334, "price_path": [-0.4351, -0.4234, -0.3926, -0.3905, -0.4001, -0.4001, -0.3971, -0.4224, -0.4005, -0.3601, -0.2936, -0.2981, -0.2623, -0.2355, -0.177, -0.091, -0.1202, -0.2072, -0.206, -0.2279, -0.1427, 0.009, 0.1096, 0.1043, 0.1043, 0.1043, 0.0109, 0.0033, 0.008, -0.0019, -0.0019, 0.0873, 0.118, 0.2309, 0.203, 0.1887, 0.2141, 0.2577, 0.2388, 0.3135, 0.2986, 0.3779, 0.3779, 0.2757, 0.2565, 0.2588, 0.272, 0.1515, 0.2448, 0.2673, 0.2259, 0.1457, 0.061, 0.1628, 0.0461, -0.0511, 0.0348, 0.0851, 0.0306, -0.0039, -0.0555, -0.0351, -0.0351, 0.0, 0.0648, 0.0957, 0.0139, 0.0046, 0.0011, 0.0044, 0.0395, -0.0113, 0.0155, 0.0034, 0.0289, 0.0016, 0.0031, 0.0228, -0.0137, 0.0296, -0.0217, -0.0212, 0.0203, 0.1245, -0.0059, 0.0292, -0.0381, -0.027, -0.0547, 0.0428, -0.0565, -0.1282, -0.179, -0.0811, -0.0625, -0.0309, -0.0309, -0.0318, -0.0511, -0.0116, -0.0451, -0.0263, 0.0104, 0.0333, 0.0531, 0.1866, 0.2133, 0.28, 0.2397, 0.2883, 0.2105, 0.1401, 0.1774, 0.1245, 0.102, 0.1806, 0.1276, 0.1491, 0.1269, 0.2112, 0.1243, 0.5091, 0.6791, 0.6821, 0.7764, 0.8966, 0.7852, 0.8767, 0.8216, 0.9213, 0.795, 0.9425, 0.9425, 1.0489, 1.1495, 1.118, 1.0529, 0.7512, 0.7645, 0.6412, 0.7163, 0.575, 0.6261, 0.5486, 0.5031, 0.6423, 0.465, 0.5632, 0.4971, 0.545, 0.5344, 0.5344, 0.435, 0.361, 0.2221, 0.1545, 0.2096, null, null, null, null, null, null, null, null, null, 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:2014402653678100566", "ticker_idx": 0, "ts": "2026-01-22T18:19:53+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The world's richest man is calling for domestic solar. And you don't own $TE ?! Wake up.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on TE as a domestic solar play in response to Elon Musk calling for domestic solar production.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Oh my god.\n\nThe world’s richest man is calling for domestic solar.\n\nAnd you don’t own $TE ?!\n\nWake up.", "reply_text": null, "parent_text": null, "quoted_text": "@AutismCapital Importation of solar cells is very expensive due to tariffs, but production domestically can and will be done", "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090720430575204, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.005196365426694216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.023265838662533844, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.0587567115498, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.32894064580463933, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067768938473816, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.03880196921534651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2580645014271503, "alpha_spy_stated": -0.25871765631935073, "alpha_c_stated": -0.32894064580463933, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023757129027383400", "ticker_idx": 0, "ts": "2026-02-17T13:51:13+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is HUGE and here's why nobody is connecting the dots... Can anything stop $ONDS right now?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS on Sentrycs German police contract, growing C-UAS catalyst stack, and stock still 40% off highs.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "🚨 BREAKING: $ONDS subsidiary Sentrycs just secured a German State Police contract for counter-drone technology.\n\nThis is HUGE and here’s why nobody is connecting the dots:\n\nSentrycs uses “Cyber over RF” - no jamming, no collateral disruption. \n\nIt takes CONTROL of unauthorized drones and lands them safely. \n\nGerman police are already using it to secure large-scale events.\n\nThey’re also launching Sentrycs Scout - a portable, man-carried counter-UAS system - at Enforce Tac in Germany THIS WEEK.\n\nThe handheld C-UAS market is projected to TRIPLE by 2030. \n\nTAM: $9.8 BILLION.\n\nGermany reported 1,000+ suspicious drone flights near military facilities and airports in 2025. The demand is real and accelerating.\n\nThis adds to the $ONDS catalyst stack:\n✅ $30M+ Israel demining contract\n✅ Asia-Pacific defense contract\n✅ Rotron UK acquisition\n✅ 2026 revenue target raised 25%\n✅ $1.5B pro-forma cash\n✅ NOW: German State Police contract\n\nStock is still down 40% from highs at ~$9.\n\nCan anything stop $ONDS right now?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2024491665134674111", "ticker_idx": 0, "ts": "2026-02-19T14:30:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the market is pricing $RKLB as a rocket company. It's not just that. It's a defence prime with a launch vehicle attached.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish RKLB pre-earnings: market undervalues it as a defense prime with $1.3B SDA contracts, HASTE hypersonic monopoly, and Space Systems now 60%+ of revenue.", "resolved_tickers": ["RKLB"], "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": "Yesterday I dropped my full $RKLB pre-earnings thesis. Thousands of you read it.  \n\nHere's the part that matters most:  \nAt $67, the market is pricing $RKLB as a rocket company. It's not just that. \n\nIt's a defence prime with a launch vehicle attached.  \n→ $1.3B in SDA contracts locked\n→ HASTE hypersonic: zero competitors \n→ Space Systems is now 60%+ of revenue  \n\nEarnings in 7 days. Full report below 👇\n\n---\n\nFull report HERE:\nhttps://t.co/lLqc1b7L7V", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028205845004739216, "ret_signed_m1d": -0.028205845004739216, "alpha_spy_m1d": -0.030850163306150535, "alpha_c_m1d": -0.020833771774092513, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": -0.007372073230646703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07469314552018658, "ret_signed_p1d": -0.07469314552018658, "alpha_spy_p1d": -0.08192499480928295, "alpha_c_p1d": -0.07974031342763788, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.0050471679074513, "ret_p1w": -0.05131888497268344, "ret_signed_p1w": -0.05131888497268344, "alpha_spy_p1w": -0.05836068901128855, "alpha_c_p1w": -0.0533604731769487, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.0020415882042652544, "ret_p1m": -0.1220945188111694, "ret_signed_p1m": -0.1220945188111694, "alpha_spy_p1m": -0.07221911498742306, "alpha_c_p1m": -0.038902974518012945, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.08319154429315645, "ret_p3m": 0.6624444308509674, "ret_signed_p3m": 0.6624444308509674, "alpha_spy_p3m": 0.5875644507017317, "alpha_c_p3m": 0.7028541333271086, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": -0.040409702476141174, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1220945188111694, "alpha_spy_stated": -0.07221911498742306, "alpha_c_stated": -0.038902974518012945, "price_path": [-0.4457, -0.4437, -0.4525, -0.4525, -0.4497, -0.4728, -0.4529, -0.416, -0.3553, -0.3594, -0.3267, -0.3023, -0.2489, -0.1704, -0.197, -0.2764, -0.2754, -0.2954, -0.2176, -0.0791, 0.0127, 0.0078, 0.0078, 0.0078, -0.0774, -0.0844, -0.08, -0.0891, -0.0891, -0.0077, 0.0204, 0.1234, 0.0979, 0.0849, 0.108, 0.1478, 0.1306, 0.1987, 0.1852, 0.2575, 0.2575, 0.1643, 0.1468, 0.1489, 0.1609, 0.0509, 0.1361, 0.1566, 0.1188, 0.0456, -0.0317, 0.0612, -0.0453, -0.134, -0.0556, -0.0097, -0.0594, -0.0909, -0.138, -0.1194, -0.1194, -0.0874, -0.0282, 0.0, -0.0747, -0.0832, -0.0863, -0.0833, -0.0513, -0.0977, -0.0733, -0.0842, -0.061, -0.0859, -0.0845, -0.0666, -0.0999, -0.0603, -0.1072, -0.1067, -0.0688, 0.0262, -0.0927, -0.0607, -0.1221, -0.112, -0.1372, -0.0483, -0.1389, -0.2044, -0.2507, -0.1614, -0.1444, -0.1156, -0.1156, -0.1163, -0.134, -0.0979, -0.1285, -0.1114, -0.0778, -0.0569, -0.0389, 0.0829, 0.1073, 0.1682, 0.1314, 0.1758, 0.1047, 0.0405, 0.0746, 0.0262, 0.0057, 0.0774, 0.0291, 0.0487, 0.0285, 0.1054, 0.0261, 0.3773, 0.5324, 0.5351, 0.6212, 0.7309, 0.6293, 0.7127, 0.6624, 0.7535, 0.6382, 0.7728, 0.7728, 0.8699, 0.9617, 0.933, 0.8736, 0.5982, 0.6103, 0.4978, 0.5663, 0.4375, 0.4841, 0.4133, 0.3718, 0.4988, 0.337, 0.4266, 0.3663, 0.41, 0.4004, 0.4004, 0.3096, 0.2421, 0.1153, 0.0537, 0.1039, null, null, null, null, null, null, null, null, null, null, null, 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:2065483667867078944", "ticker_idx": 0, "ts": "2026-06-12T17:17:35+00:00", "symbol": "SATS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Surely this has got to run soon? I'm now very interested in opening a position at this range.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SATS at current range; SpaceX stake alone exceeds market cap, implying HughesNet+Boost Mobile are valued at negative $2.5B.", "resolved_tickers": ["SATS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "original", "lang": "en", "tweet_text": "$SATS is down 12% today.\n\nCurrent market cap: $32.9B\nSpaceX stake (2% of $1.77T): $35.4B\n\n$SATS is now trading at a 7% discount to its $SPCX shares.\n\nThe market is valuing HughesNet + Boost Mobile at negative $2.5B. Incredible.\n\nSurely this has got to run soon? I’m now very interested in opening a position at this range.\n\n$SATS $SPCX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1231592113100155, "ret_signed_m1d": 0.1231592113100155, "alpha_spy_m1d": 0.12853836740189906, "alpha_c_m1d": 0.11894962741577775, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.004209583894237756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033178435939369866, "ret_signed_p1d": 0.033178435939369866, "alpha_spy_p1d": 0.015544466045616545, "alpha_c_p1d": 0.028341908776201574, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.0048365271631682916, "ret_p1w": -0.043040003359929635, "ret_signed_p1w": -0.043040003359929635, "alpha_spy_p1w": -0.052360882015922705, "alpha_c_p1w": -0.023335514176191174, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": -0.01970448918373846, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0159, -0.0555, -0.0436, -0.0372, -0.0402, -0.0284, 0.0437, -0.0235, 0.0099, -0.0162, 0.0262, 0.0572, 0.128, 0.128, 0.1128, 0.0937, 0.0766, 0.0527, 0.1272, 0.1005, 0.1437, 0.1517, 0.1615, 0.1676, 0.1843, 0.0857, 0.0726, 0.0652, 0.03, 0.0662, 0.0843, 0.05, 0.0794, 0.0798, 0.0549, 0.0286, 0.1023, 0.0749, 0.1146, 0.132, 0.1341, 0.1679, 0.1843, 0.2029, 0.1961, 0.1967, 0.243, 0.1259, 0.0887, 0.0887, 0.0792, 0.0735, 0.1489, 0.1327, 0.1169, 0.083, 0.06, 0.0926, 0.0193, 0.0223, 0.0236, 0.0102, 0.1232, 0.0, 0.0332, 0.0604, -0.0209, -0.043, -0.043, -0.0673, -0.0891, -0.1246, -0.1481, -0.1463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014380432385552886", "ticker_idx": 0, "ts": "2026-01-22T16:51:35+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$8.50 broken $TE. The bears are in shock.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on TE; $8.50 level broken to the upside, bears caught off guard.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$8.50 broken $TE\n\nThe bears are in shock. https://t.co/NHZHugsIni", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090720430575204, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.005196365426694216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.023265838662533844, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.0587567115498, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.32894064580463933, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067768938473816, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.03880196921534651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2580645014271503, "alpha_spy_stated": -0.25871765631935073, "alpha_c_stated": -0.32894064580463933, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021118429160255668", "ticker_idx": 0, "ts": "2026-02-10T07:05:58+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BULLISH, $NBIS has a lot to do to catch up with the price targets", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS; stock has significant upside to catch up with existing price targets.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aleabitoreddit BULLISH, $NBIS has a lot to do to catch up with the price targets...\n\nhttps://t.co/lC3PWOENW3", "reply_text": null, "parent_text": "After seeing $IREN report earnings with no new hyperscaler deals.\n\nAnd seeing hyperscaler capex exponentially increasing:\n\n-&gt; It looks more and more likely $NBIS has something cooking for earnings through process of elimination.\n\nFew other TLDR tailwinds past few weeks:\n\n- Older https://t.co/Yhrahjsk4z", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230861663580558, "alpha_c_m1d": 0.01782833570570297, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": -0.005953443810955861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03464429974352301, "ret_signed_p1d": -0.03464429974352301, "alpha_spy_p1d": -0.03441317759985851, "alpha_c_p1d": -0.02750025853892013, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00714404120460288, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947046899233557, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.027045415387507044, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.2250548273111994, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.004932791909445955, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311286351998174, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022692683206984032, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22012203540175346, "alpha_spy_stated": 0.24293592755361848, "alpha_c_stated": 0.2250548273111994, "price_path": [-0.0344, -0.0899, -0.0633, -0.0136, 0.0357, -0.0779, -0.0929, 0.0012, -0.0317, 0.0316, 0.0316, 0.0336, 0.0911, 0.0508, 0.0777, 0.1199, 0.0681, 0.093, 0.0503, 0.0196, 0.0271, -0.0447, -0.116, -0.1181, -0.178, -0.1493, -0.0254, 0.0157, -0.0192, -0.0072, -0.0072, -0.0458, -0.0626, -0.0721, -0.0881, -0.0881, -0.02, 0.0113, 0.0921, 0.0482, 0.06, 0.0669, 0.1693, 0.1486, 0.111, 0.1318, 0.1846, 0.1846, 0.0817, 0.0771, 0.0551, 0.0295, -0.0036, 0.0662, 0.0941, 0.034, -0.0719, -0.0395, -0.02, -0.1024, -0.1952, -0.062, 0.0119, 0.0, -0.0346, -0.0224, 0.0678, 0.0678, 0.0624, 0.1091, 0.1723, 0.0668, 0.0961, 0.1176, 0.1561, 0.1426, -0.0065, -0.0085, -0.0544, 0.0653, 0.0421, -0.0268, 0.0343, 0.0506, 0.2201, 0.177, 0.2305, 0.4146, 0.2673, 0.2916, 0.3239, 0.2814, 0.2436, 0.2519, 0.2538, 0.1545, 0.0984, 0.0051, 0.1304, 0.1107, 0.1855, 0.1855, 0.2261, 0.279, 0.3618, 0.4852, 0.5794, 0.6838, 0.7642, 0.8169, 0.8013, 0.712, 0.734, 0.7055, 0.7011, 0.7113, 0.6032, 0.5793, 0.4763, 0.5382, 0.5059, 0.6831, 0.922, 0.9165, 1.1254, 1.013, 0.9289, 1.0275, 0.9513, 1.2581, 1.4093, 1.3961, 1.1774, 1.1542, 1.0898, 1.396, 1.3398, 1.3398, 1.2667, 1.2701, 1.4658, 1.5176, 1.8817, 1.8389, 1.7419, 1.829, 1.4819, 1.375, 1.3981, 1.3062, 1.4212, 1.5314, 1.8333, 1.8881, 2.0604, 2.1233, 2.1233, 2.0898, 1.9987, 1.8288, 1.7958, 1.6179, null, null, null, null, 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:2050921442489905190", "ticker_idx": 0, "ts": "2026-05-03T12:52:30+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$3.5B in cash and actively consolidating the market while others are still in testing", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Ranks IONQ, INFQ, QBTS as top quantum pure-plays on commercial traction, tech moat, and financial stability; bullish on all three vs market consensus.", "resolved_tickers": ["IONQ"], "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": "5 quantum pure-plays. \n\nmost people own the wrong ones. \n\nhere’s how they actually rank - and why the gaps between them are bigger than the market thinks. 🧵\n\n---\n\nT2) i ranked them on three things most quantum content ignores:\n\n1. commercial traction\n2. technological moat\n3. financial stability\n\nqubit count and press releases don’t make a business. here’s what does.\n\n---\n\nT3 \n\n1. $IONQ \n\nnot just because of 99.99% two-qubit gate fidelity.\n\nthe real story is the $1.8B acquisition of SkyWater Technology - a semiconductor foundry.\n\nthat’s vertical integration. supply chain control. hardware de-risked.\n\n$3.5B in cash and actively consolidating the market while others are still in testing.\n\n---\n\nT4 \n2. $INFQ \n\nthe most misunderstood name in the sector.\n\nquantum sensors and optical clocks already deployed with:\n1. NASA\n2. U.S. Army\n3. U.K. Government\n4. Nvidia\n\nthis isn’t speculative. these are real contracts with real institutions.\n\nneutral-atom architecture also gives it the most scalable path to fault-tolerant computing.\n\n---\n\nT5 \n3. $QBTS \n\nthe most commercially validated name most people are sleeping on.\n\n100+ paying customers. 20+ Forbes Global 2000 companies. $25M revenue. 83% gross margins.\n\n2026 acquisition of Quantum Circuits makes it the only dual-platform quantum company in the world.\n\nthe gap between #3 and #4 is larger than most realise.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009836082250042733, "ret_signed_m1d": 0.009836082250042733, "alpha_spy_m1d": 0.0061592203161529024, "alpha_c_m1d": 0.01094690415172117, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049180327868852514, "ret_signed_p1d": 0.049180327868852514, "alpha_spy_p1d": 0.04115809914491009, "alpha_c_p1d": 0.027088424820611356, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.24349725441854497, "ret_signed_p1w": 0.24349725441854497, "alpha_spy_p1w": 0.21384585958793512, "alpha_c_p1w": 0.14581138972387397, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.5606557710574624, "ret_signed_p1m": 0.5606557710574624, "alpha_spy_p1m": 0.5027735116030916, "alpha_c_p1m": 0.33751471967862634, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5606557710574624, "alpha_spy_stated": 0.5027735116030916, "alpha_c_stated": 0.33751471967862634, "price_path": [-0.2275, -0.3349, -0.2352, -0.2245, -0.2308, -0.2654, -0.3158, -0.2544, -0.2544, -0.2748, -0.2713, -0.2693, -0.3027, -0.3272, -0.3089, -0.2658, -0.1064, -0.1613, -0.162, -0.1902, -0.1884, -0.2127, -0.219, -0.216, -0.2323, -0.2509, -0.278, -0.2791, -0.2723, -0.2719, -0.2922, -0.3027, -0.318, -0.2763, -0.2852, -0.3014, -0.3478, -0.3987, -0.4188, -0.3698, -0.3926, -0.3596, -0.3596, -0.3609, -0.3773, -0.3663, -0.3862, -0.3707, -0.3495, -0.2184, -0.0546, -0.0234, 0.0074, 0.0562, 0.0116, 0.0352, -0.0463, -0.0669, -0.0417, -0.0584, -0.0796, -0.0138, 0.0098, 0.0, 0.0492, 0.1491, 0.0422, 0.0763, 0.2435, 0.2212, 0.2079, 0.2562, 0.1355, 0.0778, 0.0588, 0.1469, 0.2872, 0.391, 0.391, 0.3906, 0.4295, 0.5331, 0.5753, 0.5143, 0.5607, 0.4914, 0.4352, 0.2411, 0.3727, 0.2391, 0.2378, 0.2675, 0.2645, 0.3373, 0.2254, 0.1954, 0.2361, 0.2361, 0.2748, 0.2645, 0.1716, 0.1051, 0.0778, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050921442489905190", "ticker_idx": 1, "ts": "2026-05-03T12:52:30+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this isn't speculative. these are real contracts with real institutions", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Ranks IONQ, INFQ, QBTS as top quantum pure-plays on commercial traction, tech moat, and financial stability; bullish on all three vs market consensus.", "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": "5 quantum pure-plays. \n\nmost people own the wrong ones. \n\nhere’s how they actually rank - and why the gaps between them are bigger than the market thinks. 🧵\n\n---\n\nT2) i ranked them on three things most quantum content ignores:\n\n1. commercial traction\n2. technological moat\n3. financial stability\n\nqubit count and press releases don’t make a business. here’s what does.\n\n---\n\nT3 \n\n1. $IONQ \n\nnot just because of 99.99% two-qubit gate fidelity.\n\nthe real story is the $1.8B acquisition of SkyWater Technology - a semiconductor foundry.\n\nthat’s vertical integration. supply chain control. hardware de-risked.\n\n$3.5B in cash and actively consolidating the market while others are still in testing.\n\n---\n\nT4 \n2. $INFQ \n\nthe most misunderstood name in the sector.\n\nquantum sensors and optical clocks already deployed with:\n1. NASA\n2. U.S. Army\n3. U.K. Government\n4. Nvidia\n\nthis isn’t speculative. these are real contracts with real institutions.\n\nneutral-atom architecture also gives it the most scalable path to fault-tolerant computing.\n\n---\n\nT5 \n3. $QBTS \n\nthe most commercially validated name most people are sleeping on.\n\n100+ paying customers. 20+ Forbes Global 2000 companies. $25M revenue. 83% gross margins.\n\n2026 acquisition of Quantum Circuits makes it the only dual-platform quantum company in the world.\n\nthe gap between #3 and #4 is larger than most realise.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01058632876773391, "ret_signed_m1d": 0.01058632876773391, "alpha_spy_m1d": 0.00690946683384408, "alpha_c_m1d": 0.00690946683384408, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014657927965435968, "ret_signed_p1d": -0.014657927965435968, "alpha_spy_p1d": -0.022680156689378395, "alpha_c_p1d": -0.022680156689378395, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 0.04560264102556344, "ret_signed_p1w": 0.04560264102556344, "alpha_spy_p1w": 0.015951246194953583, "alpha_c_p1w": 0.015951246194953583, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": 0.6180782794223871, "ret_signed_p1m": 0.6180782794223871, "alpha_spy_p1m": 0.5601960199680163, "alpha_c_p1m": 0.5601960199680163, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.057882259454370866, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6180782794223871, "alpha_spy_stated": 0.5601960199680163, "alpha_c_stated": 0.5601960199680163, "price_path": [null, null, null, null, null, null, null, null, null, 0.2695, 0.1979, 0.114, 0.0822, 0.0171, -0.0204, 0.066, 0.0497, -0.0521, -0.0293, -0.0383, -0.0391, -0.0871, -0.1311, -0.0505, -0.0106, -0.0692, -0.1303, -0.1792, -0.1409, -0.1221, -0.202, -0.2166, -0.2826, -0.2199, -0.1653, -0.0774, -0.1327, -0.1979, -0.2736, -0.2011, -0.2337, -0.1393, -0.1393, -0.149, -0.1824, -0.0782, -0.0318, 0.0252, 0.0252, 0.1498, 0.2215, 0.2679, 0.4186, 0.3029, 0.2223, 0.2093, 0.1368, 0.0806, 0.0831, 0.0277, -0.0179, -0.0318, 0.0106, 0.0, -0.0147, 0.1034, -0.0138, -0.013, 0.0456, 0.0668, 0.0822, 0.1376, 0.013, -0.0741, -0.1344, -0.0896, 0.1971, 0.3314, 0.3314, 0.2932, 0.259, 0.4471, 0.3208, 0.4406, 0.6181, 0.4178, 0.3803, 0.1857, 0.206, 0.1164, 0.1059, 0.1498, 0.0928, 0.2068, 0.0896, 0.0863, 0.1018, 0.1018, 0.1572, 0.2997, 0.1482, 0.0415, 0.1099, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050921442489905190", "ticker_idx": 2, "ts": "2026-05-03T12:52:30+00:00", "symbol": "QBTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the most commercially validated name most people are sleeping on", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Ranks IONQ, INFQ, QBTS as top quantum pure-plays on commercial traction, tech moat, and financial stability; bullish on all three vs market consensus.", "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": "5 quantum pure-plays. \n\nmost people own the wrong ones. \n\nhere’s how they actually rank - and why the gaps between them are bigger than the market thinks. 🧵\n\n---\n\nT2) i ranked them on three things most quantum content ignores:\n\n1. commercial traction\n2. technological moat\n3. financial stability\n\nqubit count and press releases don’t make a business. here’s what does.\n\n---\n\nT3 \n\n1. $IONQ \n\nnot just because of 99.99% two-qubit gate fidelity.\n\nthe real story is the $1.8B acquisition of SkyWater Technology - a semiconductor foundry.\n\nthat’s vertical integration. supply chain control. hardware de-risked.\n\n$3.5B in cash and actively consolidating the market while others are still in testing.\n\n---\n\nT4 \n2. $INFQ \n\nthe most misunderstood name in the sector.\n\nquantum sensors and optical clocks already deployed with:\n1. NASA\n2. U.S. Army\n3. U.K. Government\n4. Nvidia\n\nthis isn’t speculative. these are real contracts with real institutions.\n\nneutral-atom architecture also gives it the most scalable path to fault-tolerant computing.\n\n---\n\nT5 \n3. $QBTS \n\nthe most commercially validated name most people are sleeping on.\n\n100+ paying customers. 20+ Forbes Global 2000 companies. $25M revenue. 83% gross margins.\n\n2026 acquisition of Quantum Circuits makes it the only dual-platform quantum company in the world.\n\nthe gap between #3 and #4 is larger than most realise.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02055450782063084, "ret_signed_m1d": -0.02055450782063084, "alpha_spy_m1d": -0.02423136975452067, "alpha_c_m1d": -0.019443685918952403, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02963675128930654, "ret_signed_p1d": 0.02963675128930654, "alpha_spy_p1d": 0.021614522565364114, "alpha_c_p1d": 0.007544848241065383, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.14866159651097433, "ret_signed_p1w": 0.14866159651097433, "alpha_spy_p1w": 0.11901020168036447, "alpha_c_p1w": 0.05097573181630333, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.42973230106750426, "ret_signed_p1m": 0.42973230106750426, "alpha_spy_p1m": 0.3718500416131334, "alpha_c_p1m": 0.20659124968866815, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42973230106750426, "alpha_spy_stated": 0.3718500416131334, "alpha_c_stated": 0.20659124968866815, "price_path": [-0.0387, -0.1773, -0.0096, 0.0139, -0.0229, -0.0612, -0.1004, -0.0598, -0.0598, -0.1185, -0.0884, -0.0736, -0.1367, -0.1372, -0.108, -0.0607, -0.0373, -0.1023, -0.0946, -0.1281, -0.0961, -0.0999, -0.1114, -0.0899, -0.1033, -0.0961, -0.1477, -0.1611, -0.1654, -0.1649, -0.2118, -0.2304, -0.2481, -0.2204, -0.2385, -0.2261, -0.2997, -0.3356, -0.3795, -0.3102, -0.3451, -0.3155, -0.3155, -0.3241, -0.3432, -0.3035, -0.337, -0.3188, -0.2997, -0.1888, -0.0053, 0.0287, 0.0368, 0.0354, -0.0268, 0.0153, -0.077, -0.1162, -0.1013, -0.1343, -0.1267, -0.0306, -0.0206, 0.0, 0.0296, 0.1391, 0.0511, 0.0789, 0.1487, 0.0684, 0.0249, 0.0578, -0.0272, -0.0889, -0.1305, -0.0774, 0.2304, 0.4054, 0.4054, 0.3298, 0.3136, 0.4097, 0.4407, 0.3948, 0.4297, 0.3169, 0.3212, 0.1401, 0.2347, 0.1243, 0.1114, 0.1386, 0.1171, 0.2553, 0.1444, 0.0956, 0.1802, 0.1802, 0.1697, 0.1965, 0.0985, 0.0473, 0.088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995831740032843914", "ticker_idx": 0, "ts": "2025-12-02T12:25:42+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS bullish", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Oppenheimer's raised PT on ONDS, calling it bullish on Roboteam acquisition synergies.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$ONDS bullish", "reply_text": null, "parent_text": null, "quoted_text": "Oppenheimer raised its price target on Ondas Holdings $ONDS to $12, highlighting strong synergy in the ~$80M Roboteam acquisition, which adds proven UGVs and an AI command HUB that integrates with ONDS’s drone and counter-UAS systems; analysts expect meaningful revenue https://t.co/hTXp2Td8ZN", "parent_author": null, "ret_m1d": -0.06071868521041346, "ret_signed_m1d": -0.06071868521041346, "alpha_spy_m1d": -0.058869832925539045, "alpha_c_m1d": -0.058869832925539045, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": -0.0018488522848744138, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10532842795705233, "ret_signed_p1d": 0.10532842795705233, "alpha_spy_p1d": 0.10186567887669273, "alpha_c_p1d": 0.10186567887669273, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.003462749080359595, "ret_p1w": 0.1437422417941463, "ret_signed_p1w": 0.1437422417941463, "alpha_spy_p1w": 0.1415267794835533, "alpha_c_p1w": 0.1415267794835533, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.002215462310592997, "ret_p1m": 0.20941767013219548, "ret_signed_p1m": 0.20941767013219548, "alpha_spy_p1m": 0.2058889131875994, "alpha_c_p1m": 0.2058889131875994, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.00352875694459609, "ret_p3m": 0.24907066975119863, "ret_signed_p3m": 0.24907066975119863, "alpha_spy_p3m": 0.23955244408593246, "alpha_c_p3m": 0.23955244408593246, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.009518225665266167, "ret_p6m": 0.3382900370692157, "ret_signed_p6m": 0.3382900370692157, "alpha_spy_p6m": 0.23088016218436835, "alpha_c_p6m": 0.23088016218436835, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.10740987488484732, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20941767013219548, "alpha_spy_stated": 0.2058889131875994, "alpha_c_stated": 0.2058889131875994, "price_path": [-0.3395, -0.3024, -0.2491, -0.3247, -0.311, -0.2045, -0.1871, -0.2094, -0.2454, -0.2441, -0.1822, -0.1673, -0.1004, -0.0235, -0.0892, -0.0397, -0.0508, -0.0248, -0.0434, -0.0942, 0.1413, 0.228, 0.3209, 0.3742, 0.3953, 0.2999, 0.1425, 0.3395, 0.29, 0.1784, 0.0161, -0.057, -0.0372, -0.109, -0.1648, -0.1252, -0.0756, -0.0669, -0.1586, -0.1636, -0.2206, -0.202, -0.2379, -0.2615, -0.2565, -0.3494, -0.28, -0.2714, -0.2813, -0.3172, -0.1871, -0.1103, -0.2249, -0.0285, -0.0706, -0.223, -0.1654, 0.0805, 0.0458, 0.0211, 0.0211, -0.0211, -0.0607, 0.0, 0.1053, 0.1388, 0.1239, 0.1177, 0.1437, 0.0316, 0.1177, 0.0843, -0.0471, 0.0025, -0.0867, -0.0335, 0.1425, 0.1487, 0.1103, 0.1314, 0.1314, 0.0508, 0.0483, 0.114, 0.2094, 0.2094, 0.3656, 0.5527, 0.5911, 0.5093, 0.7361, 0.6964, 0.6344, 0.7212, 0.6803, 0.5886, 0.5068, 0.5068, 0.627, 0.5551, 0.5638, 0.5081, 0.3829, 0.5192, 0.5204, 0.3965, 0.2838, 0.3185, 0.4102, 0.1995, 0.0508, 0.2007, 0.2813, 0.1995, 0.1437, 0.1115, 0.1537, 0.1537, 0.2454, 0.3717, 0.4114, 0.2429, 0.2627, 0.2887, 0.2763, 0.2949, 0.2491, 0.3222, 0.2416, 0.3024, 0.2999, 0.2181, 0.2045, 0.2404, 0.2181, 0.28, 0.259, 0.3048, 0.3978, 0.342, 0.3321, 0.2466, 0.3507, 0.3234, 0.2776, 0.1698, 0.0905, 0.0099, 0.1202, 0.0917, 0.1896, 0.1896, 0.1797, 0.1809, 0.171, 0.1326, 0.1314, 0.1735, 0.1648, 0.2429, 0.2639, 0.2392, 0.3296, 0.347, 0.3705, 0.3061, 0.3073, 0.3569, 0.2986, 0.176, 0.2441, 0.2788, 0.2057, 0.1561, 0.1574, 0.1016, 0.1227, 0.1673, 0.1202, 0.0979, 0.3891, 0.316, 0.202, 0.1307, 0.1599, 0.1375, 0.1227, 0.1227, 0.2107, 0.3383]}
{"unit_id": "quote:2058816166265561361", "ticker_idx": 0, "ts": "2026-05-25T07:43:19+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is pricing this like a zero-revenue speculative. Three catalysts are scheduled for the next 7 months.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish ARBE into Q1 earnings: market underprices L4 AV win, NVIDIA Hyperion 10 inclusion, 8–13x revenue ramp, and defense catalysts.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$ARBE reports Q1 2026 earnings Thursday pre-market. 8:30am ET.\n\nRevenue estimate: ~$479K - up over 1,000% year over year.\nEPS estimate: -$0.07. Net loss has narrowed 3 quarters in a row.\n\nWhat the market is ignoring:\n\n→ A Chinese state-owned automaker selected HiRain + Arbe's Ultra HD Radar for a Level 4 AV program. Start of production: December 2026. Thousands of vehicles hitting market in 2027.\n\n→ Arbe is the only listed radar company in NVIDIA's Hyperion 10 AV ecosystem with an array larger than 32×32 - the minimum resolution for 130kph highway autonomy.\n\n→ 2026 guidance: $4–6M revenue. That's 8–13x the revenue run rate from Q4 2025.\n\n→ Defense and homeland security is now a primary 2026 revenue driver alongside automotive - through Sensrad.\n\nThe market is pricing this like a zero-revenue speculative. Three catalysts are scheduled for the next 7 months.\n\n$ARBE", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/pmAGeJTTe4", "parent_author": null, "ret_m1d": -0.01739128812274282, "ret_signed_m1d": -0.01739128812274282, "alpha_spy_m1d": -0.01079642768377731, "alpha_c_m1d": 0.00826503257012623, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06956525615122544, "ret_signed_p1d": 0.06956525615122544, "alpha_spy_p1d": 0.06973849831597145, "alpha_c_p1d": 0.07340026242449238, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": -0.01739128812274282, "ret_signed_p1w": -0.01739128812274282, "alpha_spy_p1w": -0.02935518820579308, "alpha_c_p1w": -0.08798656153279671, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": -0.4295651898086629, "ret_signed_p1m": -0.4295651898086629, "alpha_spy_p1m": -0.4089666556574961, "alpha_c_p1m": -0.419455348845571, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4295651898086629, "alpha_spy_stated": -0.4089666556574961, "alpha_c_stated": -0.419455348845571, "price_path": [-0.1896, -0.2852, -0.3026, -0.3043, -0.2739, -0.2809, -0.3217, -0.2965, -0.3043, -0.2774, -0.3217, -0.3409, -0.3217, -0.3217, -0.3391, -0.3652, -0.4061, -0.4, -0.4087, -0.4383, -0.4704, -0.4939, -0.5174, -0.4696, -0.4435, -0.4435, -0.4435, -0.4078, -0.4609, -0.4174, -0.4348, -0.4348, -0.4165, -0.3904, -0.3209, -0.293, -0.2739, -0.2913, -0.307, -0.3217, -0.3496, -0.3139, -0.3122, -0.3304, -0.3496, -0.2565, -0.2696, -0.2713, -0.2835, -0.2435, -0.3043, -0.3035, -0.2209, -0.24, -0.1217, 0.0, -0.087, -0.1304, -0.1948, -0.1348, 0.0348, -0.0174, -0.0174, 0.0, 0.0696, 0.0522, -0.0435, 0.087, -0.0174, -0.0609, -0.0696, -0.2087, -0.2322, -0.2609, -0.2548, -0.2017, -0.2365, -0.2304, -0.2609, -0.2687, -0.2852, -0.2852, -0.3774, -0.3835, -0.4296, -0.4348, -0.4287, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2005926477053702363", "ticker_idx": 0, "ts": "2025-12-30T08:58:35+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MTPLF bullish!!!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Metaplanet OTC shares on strong BTC accumulation and 568% YTD BTC yield.", "resolved_tickers": ["MTPLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "quote", "lang": "en", "tweet_text": "$MTPLF bullish!!!", "reply_text": null, "parent_text": null, "quoted_text": "Metaplanet has acquired 4279 BTC during Q4 2025 for $451.06 million at ~$105,412 per bitcoin and has achieved BTC Yield of 568.2% YTD 2025.  As of 12/30/2025, we hold 35,102 $BTC acquired for ~$3.78 billion at ~$107,606 per bitcoin. $MTPLF $MPJPY https://t.co/AFRldH4hVI", "parent_author": null, "ret_m1d": 0.04651167733574435, "ret_signed_m1d": 0.04651167733574435, "alpha_spy_m1d": 0.04528897053619052, "alpha_c_m1d": 0.04244049678184614, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.004071180553898213, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031007723283626443, "ret_signed_p1d": -0.031007723283626443, "alpha_spy_p1d": -0.02359887031478891, "alpha_c_p1d": -0.023114838926983405, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.007892884356643037, "ret_p1w": 0.24031013267901913, "ret_signed_p1w": 0.24031013267901913, "alpha_spy_p1w": 0.23332328771806266, "alpha_c_p1w": 0.23441115307075244, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.005898979608266686, "ret_p1m": 0.20116281734622743, "ret_signed_p1m": 0.20116281734622743, "alpha_spy_p1m": 0.18892136981856922, "alpha_c_p1m": 0.18944791097669778, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": 0.011714906369529654, "ret_p3m": -0.294573602220213, "ret_signed_p3m": -0.294573602220213, "alpha_spy_p3m": -0.22006485080123894, "alpha_c_p3m": -0.17437003937399642, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": -0.12020356284621658, "ret_p6m": -0.4728681959216745, "ret_signed_p6m": -0.4728681959216745, "alpha_spy_p6m": -0.5458317281778231, "alpha_c_p6m": -0.4327462247014907, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": -0.040121971220183794, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20116281734622743, "alpha_spy_stated": 0.18892136981856922, "alpha_c_stated": 0.18944791097669778, "price_path": [0.6314, 0.6717, 0.5659, 0.5233, 0.4496, 0.3798, 0.3488, 0.3372, 0.1822, 0.155, 0.0814, 0.0736, 0.1822, 0.1279, 0.081, 0.114, 0.2054, 0.2713, 0.2636, 0.2016, 0.1647, 0.2442, 0.2171, 0.0814, 0.1047, 0.0213, 0.062, 0.0698, 0.0271, 0.031, -0.0698, -0.0814, -0.1143, -0.1008, -0.155, -0.1318, -0.1589, -0.0853, -0.1058, -0.062, -0.062, 0.0271, -0.0775, -0.0349, -0.031, -0.0233, -0.0581, -0.0155, 0.0581, 0.1841, 0.0795, 0.062, 0.0233, 0.0066, -0.0233, 0.0, 0.0775, 0.1008, 0.1337, 0.155, 0.155, 0.093, 0.0465, 0.0, -0.031, -0.031, 0.0132, 0.2074, 0.2403, 0.3039, 0.2326, 0.2907, 0.3473, 0.3605, 0.5329, 0.4857, 0.4612, 0.4612, 0.2616, 0.2907, 0.2442, 0.2636, 0.1783, 0.2422, 0.2012, 0.0736, 0.0969, 0.0337, -0.0523, -0.093, -0.2791, -0.031, -0.0814, -0.1085, -0.1395, -0.1705, -0.124, -0.124, -0.1531, -0.1938, -0.2171, -0.2093, -0.2403, -0.2326, -0.1899, -0.2016, -0.2287, -0.1589, -0.1911, -0.1434, -0.1589, -0.186, -0.1705, -0.1589, -0.1124, -0.1473, -0.0969, -0.0736, -0.1395, -0.2132, -0.2364, -0.2287, -0.2132, -0.2442, -0.2287, -0.2558, -0.2946, -0.2791, -0.2713, -0.2674, -0.2713, -0.2713, -0.2519, -0.2713, -0.2248, -0.2364, -0.2151, -0.2248, -0.186, -0.1822, -0.1667, -0.1298, -0.1705, -0.2016, -0.155, -0.155, -0.1744, -0.1597, -0.2132, -0.2209, -0.1977, -0.1744, -0.1589, -0.1473, -0.1337, -0.1318, -0.1357, -0.1357, -0.1705, -0.2151, -0.2248, -0.2248, -0.2655, -0.2481, -0.2578, -0.2674, -0.2512, -0.2512, -0.2946, -0.3004, -0.3023, -0.2961, -0.314, -0.3798, -0.3992, -0.407, -0.4574, -0.4264, -0.4419, -0.4457, -0.4419, -0.4147, -0.3566, -0.3771, -0.3915, -0.4477, -0.4477, -0.4109, -0.4457, -0.4729]}
{"unit_id": "orig:2015752682456097135", "ticker_idx": 0, "ts": "2026-01-26T11:44:25+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is our catalyst for $9.50–$10.00 by Friday. ... TE can rally another 10-15% before hitting technical overbought conditions. ... the setup is textbook bullish", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish TE with $9.50–$10.00 target by Friday on short-squeeze tail, institutional accumulation, dark pool buying, and healthy technicals.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE : The week ahead. CRITICAL UPDATES.\n\n$TE investors - this is here to give you an overview of what to expect this week.\n\nPre-Market Update (Monday, Jan 26 - 6:30 AM ET)\n\nPre-Market Price: $8.45 \n\nGap up confirmation: Friday closed at $8.50; premarket is holding at $8.45, ready to push higher.\n\nSignal: The bulls are in control. No panic gap-down reversal.\n\nII. Short Interest & Squeeze Status: CRITICAL UPDATE\n\nThe Data Tells A Story Of Institutional Accumulation\n\nWhat This Means\n\n🚨 The squeeze is 75-85% complete. Shorts have covered the bulk of their positions, but 13.98% of the float is still short. The remaining shorts are:\n\n1. Weak-handed: The ones who didn't panic-cover. \n- These are retail shorts or late-entry hedge funds.\n2. Trapped: Shorts who covered partway and re-shorted higher (betting on a reversal).\n\nThe problem: At 0.68 days to cover, any spike in volume liquidates them instantly. This is our catalyst for $9.50–$10.00 by Friday.\n\nCritical Signal: Off-exchange short volume at 32.64% is extremely high. \n\nThis suggests:\n1. Large institutions are routing orders through dark pools to avoid moving the public price.\n2. When they accumulate enough, they'll execute a large market order → price spike → short squeeze → margin calls → covering cascade.\n\nInstitutional Buying Confirmation\n\n1. TRINA Solar added 4.27M shares (Jan 23 filing, dated 1/26 update):\nPrevious: 48.88M shares (8.75% ownership)\nCurrent: 53.15M shares (19.60% ownership)\nChange: +$4.27M shares (+6.52% ownership)\n\nNEW POSITIONS (Green Rows):\n\n1. Farther Finance Advisors: +100 shares\n2. Stone House Investment Management: +2,500 shares\n3. Westfuller Advisors: +3,232 shares (+193.82% value change) → BUYING DIP\n4. Rathbone Brothers: +10,000 shares (neutral)\n5. Apella Capital: +20,655 shares\n\nCLOSED POSITIONS (Red Rows):\n1. FSM Wealth Advisors: -100% (exit)\n2. Ogorek Anthony: -100% (exit)\n\nInterpretation:\n\nMore buys than sells. This is institutional confidence.\n\nWestfuller Advisors buying at +193% gain = conviction at higher prices.\n\nSmall positions being added (not massive, but steady accumulation).\n\nChart Analysis: \n\n1. Pre-Market Hourly\nCurrent: $8.45\n\n2. 1-Hour Chart\n\nHigh: $8.75\n\nLow: $8.50\n\nRSI: 51.28 (not overbought)\n\nStochastic: 66.41 / 76.34 (approaching overbought, but not yet danger zone)\n\nPattern: Consolidation above $8.50. The stock is building a springboard for a breakout.\n\nKey Signal: The hourly is NOT exhausted. RSI at 51 and Stochastic below 80 means room to run to $9.00-$9.20 before any pullback.\n\n3. Daily Chart\n\nClose (Friday): $8.50 (+1.55%)\n\nHigh: $9.29 (intraday spike)\nLow: $8.08\nVolume: 23.39M (high, confirming institutional buying)\n\nRSI: 64.06 (healthy, not yet overbought at 70+)\nStochastic: 39.87 / 41.10 (NOT overbought, still in accumulation phase)\n\nCritical Insight: The daily RSI is 64 and Stochastic is below 50. This means TE can rally another 10-15% before hitting technical overbought conditions.\n\nFriday's Action (Jan 24): The stock opened at $8.75, spiked to $9.29 mid-day (short covering), pulled back to $8.50 by close (profit-taking/consolidation), and then rallied back to $8.50 pre-open.\n\nImplication: This is a healthy consolidation pattern, not a reversal. The bulls are testing support and moving on.\n\n4. Weekly Chart\n\nClose: $8.50 (+4.04%)\nHigh: $9.29\nVolume: 140.55M (highest in months)\nRSI: 74.64 (overbought, but sustained above 70 = strong trend)\nStochastic: 68.16 / 67.11 (both above 50, confirming uptrend)\n\nPattern: The weekly chart shows a \"V-shaped recovery\" from $7.24 (Jan 21 low) to $9.29 (Jan 24 high). This is textbook short-squeeze behavior.\n\nThe volume burst (140.55M) is 5-10x normal weekly volume. This validates institutional accumulation.\n\nThis is institutional lock-up. Shares are NOT being sold into the market; they're being accumulated. This removes supply and creates a vacuum that pushes prices higher.\n\nFinal Verdict\nTE is in a \"Goldilocks\" setup for the next 8 weeks:\n\n✅ Squeeze Tail Ending: Shorts at 13.98% float, borrow fee collapsed = covering phase active.\n✅ Institutional Lock-Up: TRINA (19.6%), Encompass (20%), Morgan Stanley (5.8%) = 45.4% of float owned by long-term holders.\n✅ Dark Pool Accumulation: 32.64% of short volume in dark pools = large buyers moving covertly.\n✅ Technical Setup: RSI at 64 (daily), Stochastic at 40 = plenty of room before overbought.\n✅ Catalysts Stacking: Tax credit clarity, analyst upgrades, earnings, sector rotation.\n\nThis is not financial advice, but the setup is textbook bullish. 🚀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04422600018347089, "ret_signed_m1d": 0.04422600018347089, "alpha_spy_m1d": 0.04927857380549705, "alpha_c_m1d": 0.045199381094361724, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0009733809108908309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12039305907894993, "ret_signed_p1d": 0.12039305907894993, "alpha_spy_p1d": 0.11640889370047902, "alpha_c_p1d": 0.11625626019478719, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.00413679888416274, "ret_p1w": 0.06388200026501356, "ret_signed_p1w": 0.06388200026501356, "alpha_spy_p1w": 0.06001333848044044, "alpha_c_p1w": 0.04471915264013848, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.01916284762487508, "ret_p1m": -0.12899264698387625, "ret_signed_p1m": -0.12899264698387625, "alpha_spy_p1m": -0.12122618178712863, "alpha_c_p1m": -0.2056443174318694, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.07665167044799315, "ret_p3m": -0.33783788216827104, "ret_signed_p3m": -0.33783788216827104, "alpha_spy_p3m": -0.3633236970160101, "alpha_c_p3m": -0.3997622089178068, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.06192432674953574, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12899264698387625, "alpha_spy_stated": -0.12122618178712863, "alpha_c_stated": -0.2056443174318694, "price_path": [-0.5577, -0.5528, -0.543, -0.5799, -0.5479, -0.4975, -0.5479, -0.5319, -0.4472, -0.4582, -0.527, -0.5713, -0.5872, -0.6093, -0.6241, -0.645, -0.6658, -0.6658, -0.6143, -0.5958, -0.5283, -0.5283, -0.4939, -0.4509, -0.4177, -0.4447, -0.3722, -0.2838, -0.2604, -0.1732, -0.2445, -0.2789, -0.3428, -0.3784, -0.3317, -0.3342, -0.2604, -0.2101, -0.1032, -0.1265, -0.1339, -0.1339, -0.1646, -0.2113, -0.2015, -0.1794, -0.1794, -0.0369, 0.0074, -0.0602, -0.1057, -0.1634, -0.1474, -0.1143, -0.0344, -0.0344, -0.0897, 0.0037, 0.0037, 0.0172, -0.0393, 0.0283, 0.0442, 0.0, 0.1204, 0.1658, 0.0909, 0.0233, 0.0639, 0.1167, -0.0504, -0.1069, 0.016, -0.0614, -0.0774, -0.1585, -0.2371, -0.2482, -0.2482, -0.2088, -0.2064, -0.2248, -0.2371, -0.2273, -0.129, -0.113, -0.1044, -0.2432, -0.1597, -0.2002, -0.1278, -0.1634, -0.1744, -0.1204, -0.0197, 0.0, -0.0491, -0.0639, -0.0516, -0.043, -0.0995, -0.0528, -0.1892, -0.1597, -0.188, -0.1794, -0.2285, -0.2924, -0.3096, -0.4607, -0.4496, -0.4853, -0.4853, -0.5025, -0.5172, -0.4877, -0.4865, -0.4238, -0.3722, -0.4029, -0.344, -0.387, -0.3821, -0.3882, -0.3747, -0.3378, -0.3378, -0.3501, -0.3477, -0.398, -0.3993, -0.4103, -0.3673, -0.3735, -0.344, -0.3526, -0.3673, -0.2432, -0.258, -0.2813, -0.3108, -0.2961, -0.3034, -0.14, -0.1548, 0.0688, 0.0713, -0.0074, -0.0074, 0.2838, 0.3464, 0.3292, 0.2973, 0.2789, 0.4791, 0.4128, 0.4324, 0.1585, 0.1216, 0.0393, -0.0504, 0.0405, 0.0442, 0.0958, 0.0602, 0.1106, 0.1486, 0.1486, 0.2776, 0.1351, 0.0479, 0.0442, 0.0086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033492770468356564", "ticker_idx": 0, "ts": "2026-03-16T10:37:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In February I called $NBIS the picks-and-shovels play for the AI boom. Today $META just signed a $27 BILLION deal with them... Total contracted partnerships: ~$51 BILLION. When I posted my thesis, the backlog was ~$22B. It just more than doubled. The constraint was never demand. It was capacity. And they just solved it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS: META $27B deal doubles backlog to ~$51B total contracted partnerships; capacity constraint solved, thesis intact.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "In February I called $NBIS the picks-and-shovels play for the AI boom.\n\nToday $META just signed a $27 BILLION deal with them.\n\nLet that sink in.\n$12B dedicated capacity — one of the first large-scale NVIDIA Vera Rubin deployments\n$15B additional compute across upcoming clusters\n5-year agreement starting early 2027\n\nThis is ON TOP of:\n→ $19B Microsoft deal\n→ $3B original Meta deal\n→ $2B Nvidia investment\n\nTotal contracted partnerships: ~$51 BILLION.\n\nWhen I posted my thesis, the backlog was ~$22B.\n\nIt just more than doubled.\n\nThe constraint was never demand. It was capacity. And they just solved it.\n\n$NBIS", "reply_text": null, "parent_text": null, "quoted_text": "THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS\n\nWhy I believe $NBIS is a highly asymmetric AI infrastructure bet:\n\n1. Multi‑billion, long-term AI deals locked in\n2. Massive revenue ramp potential\n3. Structural AI compute shortage means every MW of capacity is getting absorbed at https://t.co/sRAyYCTcI5", "parent_author": null, "ret_m1d": -0.13015023766576383, "ret_signed_m1d": -0.13015023766576383, "alpha_spy_m1d": -0.12007589785166473, "alpha_c_m1d": -0.12251990102445864, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.007630336641305191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10412016663043411, "ret_signed_p1d": -0.10412016663043411, "alpha_spy_p1d": -0.1067507116215396, "alpha_c_p1d": -0.1044669547483501, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.00034678811791599706, "ret_p1w": -0.12090877042486059, "ret_signed_p1w": -0.12090877042486059, "alpha_spy_p1w": -0.10318134411808999, "alpha_c_p1w": -0.10130991884445295, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.01959885158040764, "ret_p1m": 0.2471312655334701, "ret_signed_p1m": 0.2471312655334701, "alpha_spy_p1m": 0.20628618942724164, "alpha_c_p1m": 0.23324111060328345, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.013890154930186638, "ret_p3m": 0.7115132464144491, "ret_signed_p3m": 0.7115132464144491, "alpha_spy_p3m": 0.6057708773061197, "alpha_c_p3m": 0.7362441229992649, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": -0.024730876584815764, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2471312655334701, "alpha_spy_stated": 0.20628618942724164, "alpha_c_stated": 0.23324111060328345, "price_path": [-0.4189, -0.3986, -0.3111, -0.282, -0.3067, -0.2982, -0.2982, -0.3255, -0.3374, -0.3441, -0.3554, -0.3554, -0.3073, -0.2851, -0.228, -0.2591, -0.2507, -0.2458, -0.1734, -0.1881, -0.2146, -0.2, -0.1626, -0.1626, -0.2353, -0.2386, -0.2541, -0.2722, -0.2956, -0.2463, -0.2266, -0.2691, -0.3439, -0.3211, -0.3073, -0.3655, -0.4311, -0.3369, -0.2847, -0.2931, -0.3176, -0.309, -0.2452, -0.2452, -0.249, -0.216, -0.1713, -0.2459, -0.2252, -0.21, -0.1827, -0.1923, -0.2977, -0.2991, -0.3315, -0.247, -0.2634, -0.3121, -0.2688, -0.2574, -0.1375, -0.168, -0.1302, 0.0, -0.1041, -0.0869, -0.0642, -0.0942, -0.1209, -0.1151, -0.1137, -0.1839, -0.2236, -0.2895, -0.2009, -0.2149, -0.162, -0.162, -0.1333, -0.0959, -0.0374, 0.0499, 0.1164, 0.1903, 0.2471, 0.2843, 0.2733, 0.2102, 0.2257, 0.2056, 0.2025, 0.2097, 0.1333, 0.1164, 0.0436, 0.0873, 0.0645, 0.1898, 0.3586, 0.3548, 0.5024, 0.4229, 0.3635, 0.4332, 0.3794, 0.5962, 0.7031, 0.6938, 0.5392, 0.5228, 0.4772, 0.6937, 0.654, 0.654, 0.6023, 0.6047, 0.7431, 0.7797, 1.037, 1.0068, 0.9382, 0.9998, 0.7544, 0.6789, 0.6952, 0.6303, 0.7115, 0.7894, 1.0028, 1.0416, 1.1633, 1.2079, 1.2079, 1.1841, 1.1198, 0.9997, 0.9764, 0.8506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2001649947213746579", "ticker_idx": 0, "ts": "2025-12-18T13:45:10+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added to $ONDS during the dip!!!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author added to ONDS position on the dip; ongoing long with accumulate-below-$8 thesis.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Added to $ONDS during the dip!!! https://t.co/4QXkfEgFIs", "reply_text": null, "parent_text": null, "quoted_text": "THE ULTIMATE ONDAS HOLDINGS ( $ONDS  ) INVESTMENT THESIS REPORT\n\nPlease like, comment and share to help my page grow!\n\nExecutive Thesis\n$ONDS is operating at inflection point with 600% YoY Q3 2025 revenue growth\n\nMy actions (NFA): ACCUMULATE below $8.00 | HOLD current positions https://t.co/xmhSjntOvl", "parent_author": null, "ret_m1d": -0.055128242905243985, "ret_signed_m1d": -0.055128242905243985, "alpha_spy_m1d": -0.047633574406250045, "alpha_c_m1d": -0.047633574406250045, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.007494668498993939, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18205128738082288, "ret_signed_p1d": 0.18205128738082288, "alpha_spy_p1d": 0.1729877811572358, "alpha_c_p1d": 0.1729877811572358, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.009063506223587092, "ret_p1w": 0.17051280656196388, "ret_signed_p1w": 0.17051280656196388, "alpha_spy_p1w": 0.1469343900573361, "alpha_c_p1w": 0.1469343900573361, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.023578416504627775, "ret_p1m": 0.5589743012899178, "ret_signed_p1m": 0.5589743012899178, "alpha_spy_p1m": 0.5334981779175016, "alpha_c_p1m": 0.5334981779175016, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.025476123372416115, "ret_p3m": 0.44615377655631394, "ret_signed_p3m": 0.44615377655631394, "alpha_spy_p3m": 0.4516201912385609, "alpha_c_p3m": 0.4516201912385609, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.005466414682246956, "ret_p6m": 0.19615380712279773, "ret_signed_p6m": 0.19615380712279773, "alpha_spy_p6m": 0.09340926448561837, "alpha_c_p6m": 0.09340926448561837, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.10274454263717936, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5589743012899178, "alpha_spy_stated": 0.5334981779175016, "alpha_c_stated": 0.5334981779175016, "price_path": [-0.0692, 0.0103, -0.0577, -0.0064, -0.0179, 0.009, -0.0103, -0.0628, 0.1808, 0.2705, 0.3667, 0.4218, 0.4436, 0.3449, 0.1821, 0.3859, 0.3346, 0.2192, 0.0513, -0.0244, -0.0038, -0.0782, -0.1359, -0.0949, -0.0436, -0.0346, -0.1295, -0.1346, -0.1936, -0.1744, -0.2115, -0.2359, -0.2308, -0.3269, -0.2551, -0.2462, -0.2564, -0.2936, -0.159, -0.0795, -0.1981, 0.0051, -0.0385, -0.1962, -0.1365, 0.1179, 0.0821, 0.0564, 0.0564, 0.0128, -0.0282, 0.0346, 0.1436, 0.1782, 0.1628, 0.1564, 0.1833, 0.0673, 0.1564, 0.1218, -0.0141, 0.0372, -0.0551, 0.0, 0.1821, 0.1885, 0.1487, 0.1705, 0.1705, 0.0872, 0.0846, 0.1526, 0.2513, 0.2513, 0.4128, 0.6064, 0.6462, 0.5615, 0.7962, 0.7551, 0.691, 0.7808, 0.7385, 0.6436, 0.559, 0.559, 0.6833, 0.609, 0.6179, 0.5603, 0.4308, 0.5718, 0.5731, 0.4449, 0.3282, 0.3641, 0.459, 0.241, 0.0872, 0.2423, 0.3256, 0.241, 0.1833, 0.15, 0.1936, 0.1936, 0.2885, 0.4192, 0.4603, 0.2859, 0.3064, 0.3333, 0.3205, 0.3397, 0.2923, 0.3679, 0.2846, 0.3474, 0.3449, 0.2603, 0.2462, 0.2833, 0.2603, 0.3244, 0.3026, 0.35, 0.4462, 0.3885, 0.3782, 0.2897, 0.3974, 0.3692, 0.3218, 0.2103, 0.1282, 0.0449, 0.159, 0.1295, 0.2308, 0.2308, 0.2205, 0.2218, 0.2115, 0.1718, 0.1705, 0.2141, 0.2051, 0.2859, 0.3077, 0.2821, 0.3756, 0.3936, 0.4179, 0.3513, 0.3526, 0.4038, 0.3436, 0.2167, 0.2872, 0.3231, 0.2474, 0.1962, 0.1974, 0.1397, 0.1615, 0.2077, 0.159, 0.1359, 0.4372, 0.3615, 0.2436, 0.1699, 0.2, 0.1769, 0.1615, 0.1615, 0.2526, 0.3846, 0.6987, 0.6949, 0.7256, 0.741, 0.4885, 0.5346, 0.3372, 0.3205, 0.2372, 0.1936, 0.2603, 0.1962]}
{"unit_id": "quote:2061877399956984105", "ticker_idx": 0, "ts": "2026-06-02T18:27:34+00:00", "symbol": "ELMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ELMT is a domestic-manufacturing play across two materials-and-RF supply chains the US wants reshored", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ELMT as a domestic-manufacturing reshoring play across critical materials and high-power RF, with ARC Sentry license expanding its EMP portfolio.", "resolved_tickers": ["ELMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$ELMT up 18% today after its Microwave Techniques subsidiary licensed the ARC Sentry arc detector from Brookhaven National Laboratory.\n\nThis isn't an acquisition or a contract win. It's a non-exclusive copyright license - but it grants global rights to manufacture and commercialize the platform outright.\n\nARC Sentry detects an electrical arc and triggers a protective shutdown in under 3 microseconds. In high-power RF systems, an arc that propagates destroys hardware - sub-microsecond detection is the difference between an interlock and a replacement.\n\nThe platform scales to 24 monitoring channels across waveguide and coaxial systems, with fiber-optic pickups built for tight spaces.\n\nIt was originally developed for Brookhaven's NSLS-II synchrotron. This is national-lab R&D being productized by a commercial manufacturer.\nThis directly expands Elmet's RF protection and monitoring portfolio - a high-speed arc detection capability added to an existing high-power microwave product line, not a standalone bet.\n\nElmet has two main segments. Critical Materials (tungsten, moly, niobium, tantalum) and Engineered Microwave Products.\n\nThe CMC side is the China-substitution story - domestic refractory metals for defense and semis.\n\nThe EMP side is high-power RF for defense, medical, and scientific. ARC Sentry lands here, slotting into a portfolio it can cross-sell into.\n\n$ELMT is a domestic-manufacturing play across two materials-and-RF supply chains the US wants reshored. \n\n$ELMT", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/NSpMNbJCRW", "parent_author": null, "ret_m1d": -0.14214573870342773, "ret_signed_m1d": -0.14214573870342773, "alpha_spy_m1d": -0.1407896404059985, "alpha_c_m1d": -0.13186956262957816, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": -0.010276176073849563, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10230874663969036, "ret_signed_p1d": -0.10230874663969036, "alpha_spy_p1d": -0.0952915643191905, "alpha_c_p1d": -0.1015049846154219, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": -0.0008037620242684618, "ret_p1w": -0.15074693982362597, "ret_signed_p1w": -0.15074693982362597, "alpha_spy_p1w": -0.12109855299894301, "alpha_c_p1w": -0.15884155138650613, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.00809461156288016, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.1892, -0.2304, -0.2671, -0.3137, -0.2612, -0.2598, -0.2915, -0.3042, -0.3182, -0.2915, -0.3051, -0.2888, -0.2947, -0.2422, -0.2431, -0.2694, -0.3006, -0.3504, -0.3875, -0.3649, -0.3364, -0.3345, -0.3345, -0.2915, -0.2956, -0.2666, -0.3083, -0.1421, 0.0, -0.1023, -0.1263, -0.2227, -0.2141, -0.1507, -0.1589, -0.1204, -0.0742, -0.0656, -0.1747, -0.1571, -0.12, -0.12, -0.1512, -0.1648, -0.1802, -0.1544, -0.1417, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031361934575194450", "ticker_idx": 0, "ts": "2026-03-10T13:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS didn't buy revenue. They bought the distribution channel for their entire autonomous systems portfolio — directly into U.S. military programs. I hold $ONDS.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long ONDS: Mistral acquisition adds DOD access, $1B+ IDIQ contracts, and is additive to 2026 guidance of $170-180M.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Everyone saw the $ONDS headlines yesterday.  \n\nTwo press releases. Earnings beat. Mistral acquisition.  \n\nBut nobody is explaining why Mistral changes everything.  \n\nThe #1 barrier for small defense companies isn't technology. It's ACCESS.  \n\nGetting on DOD contract vehicles takes years. Prime contractor certifications take decades. Compliance infrastructure costs hundreds of millions. \n\nMistral has all of it. Already built. Already certified. Prime on $1B+ of IDIQ contracts. U.S. Army. USSOCOM.  \n\n$ONDS didn't buy revenue. They bought the distribution channel for their entire autonomous systems portfolio — directly into U.S. military programs.  \n\nAnd yesterday's earnings PR said 2026 guidance of $170-180M is \"before the impact of any new acquisitions.\"  \n\nMistral is additive.  \n\nI hold $ONDS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02897102449771094, "ret_signed_m1d": -0.02897102449771094, "alpha_spy_m1d": -0.030580626730060012, "alpha_c_m1d": -0.030580626730060012, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": 0.0016096022323490722, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01798204805794379, "ret_signed_p1d": -0.01798204805794379, "alpha_spy_p1d": -0.01672691350927802, "alpha_c_p1d": -0.01672691350927802, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0012551345486657706, "ret_p1w": 0.1268730744306108, "ret_signed_p1w": 0.1268730744306108, "alpha_spy_p1w": 0.13630932674310015, "alpha_c_p1w": 0.13630932674310015, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.009436252312489346, "ret_p1m": -0.05594409658462651, "ret_signed_p1m": -0.05594409658462651, "alpha_spy_p1m": -0.05694271323643463, "alpha_c_p1m": -0.05694271323643463, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.0009986166518081152, "ret_p3m": 0.04195804862043051, "ret_signed_p3m": 0.04195804862043051, "alpha_spy_p3m": -0.05016558340115784, "alpha_c_p3m": -0.05016558340115784, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.09212363202158835, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.04195804862043051, "alpha_spy_stated": -0.05016558340115784, "alpha_c_stated": -0.05016558340115784, "price_path": [-0.0989, -0.1259, -0.2318, -0.1918, -0.2637, -0.2208, -0.0789, -0.0739, -0.1049, -0.0879, -0.0879, -0.1528, -0.1548, -0.1019, -0.025, -0.025, 0.1009, 0.2517, 0.2827, 0.2168, 0.3996, 0.3676, 0.3177, 0.3876, 0.3546, 0.2807, 0.2148, 0.2148, 0.3117, 0.2537, 0.2607, 0.2158, 0.1149, 0.2248, 0.2258, 0.1259, 0.035, 0.0629, 0.1369, -0.033, -0.1528, -0.032, 0.033, -0.033, -0.0779, -0.1039, -0.0699, -0.0699, 0.004, 0.1059, 0.1379, 0.002, 0.018, 0.039, 0.029, 0.044, 0.007, 0.0659, 0.001, 0.05, 0.048, -0.018, -0.029, 0.0, -0.018, 0.032, 0.015, 0.0519, 0.1269, 0.0819, 0.0739, 0.005, 0.0889, 0.0669, 0.03, -0.0569, -0.1209, -0.1858, -0.0969, -0.1199, -0.041, -0.041, -0.049, -0.048, -0.0559, -0.0869, -0.0879, -0.0539, -0.0609, 0.002, 0.019, -0.001, 0.0719, 0.0859, 0.1049, 0.0529, 0.0539, 0.0939, 0.047, -0.0519, 0.003, 0.031, -0.028, -0.0679, -0.0669, -0.1119, -0.0949, -0.0589, -0.0969, -0.1149, 0.1199, 0.0609, -0.031, -0.0884, -0.0649, -0.0829, -0.0949, -0.0949, -0.024, 0.0789, 0.3237, 0.3207, 0.3447, 0.3566, 0.1598, 0.1958, 0.042, 0.029, -0.036, -0.0699, -0.018, -0.0679, -0.05, -0.0799, -0.0889, -0.0739, -0.0739, -0.1119, -0.1479, -0.2328, -0.2333, -0.2178, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2008558364008300996", "ticker_idx": 0, "ts": "2026-01-06T15:16:45+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE support on the fib holding lovely. Healthy pullback.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TE holding Fibonacci support after a healthy pullback; bullish lean.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE support on the fib holding lovely. Healthy pullback. @accounting_ds https://t.co/y1MG8e6kO9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07189538654133676, "ret_signed_m1d": 0.07189538654133676, "alpha_spy_m1d": 0.07780738524853048, "alpha_c_m1d": 0.0852888337149158, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013393447173579043, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04836599750935178, "ret_signed_p1d": -0.04836599750935178, "alpha_spy_p1d": -0.04514258522815362, "alpha_c_p1d": -0.029541116355402353, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.018824881153949424, "ret_p1w": 0.02745098503647614, "ret_signed_p1w": 0.02745098503647614, "alpha_spy_p1w": 0.024617827110649637, "alpha_c_p1w": 0.015168648553228525, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.012282336483247613, "ret_p1m": 0.010457506236437819, "ret_signed_p1m": 0.010457506236437819, "alpha_spy_p1m": 0.018581094114357044, "alpha_c_p1m": -0.035030623170466235, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": 0.045488129406904054, "ret_p3m": -0.4522875810475121, "ret_signed_p3m": -0.4522875810475121, "alpha_spy_p3m": -0.4028680755317102, "alpha_c_p3m": -0.46592898313741504, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.013641402089902943, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010457506236437819, "alpha_spy_stated": 0.018581094114357044, "alpha_c_stated": -0.035030623170466235, "price_path": [-0.4993, -0.5242, -0.5425, -0.4758, -0.315, -0.3869, -0.4353, -0.3778, -0.4144, -0.4627, -0.515, -0.5464, -0.4993, -0.5163, -0.5294, -0.5242, -0.5137, -0.5529, -0.519, -0.4654, -0.519, -0.502, -0.4118, -0.4235, -0.4967, -0.5438, -0.5608, -0.5843, -0.6, -0.6222, -0.6444, -0.6444, -0.5895, -0.5699, -0.498, -0.498, -0.4614, -0.4157, -0.3804, -0.4092, -0.332, -0.2379, -0.2131, -0.1203, -0.1961, -0.2327, -0.3007, -0.3386, -0.2889, -0.2915, -0.2131, -0.1595, -0.0458, -0.0706, -0.0784, -0.0784, -0.1111, -0.1608, -0.1503, -0.1268, -0.1268, 0.0248, 0.0719, 0.0, -0.0484, -0.1098, -0.0928, -0.0575, 0.0275, 0.0275, -0.0314, 0.068, 0.068, 0.0824, 0.0222, 0.0941, 0.1111, 0.0641, 0.1922, 0.2405, 0.1608, 0.0889, 0.132, 0.1882, 0.0105, -0.0497, 0.081, -0.0013, -0.0183, -0.1046, -0.1882, -0.2, -0.2, -0.1582, -0.1556, -0.1752, -0.1882, -0.1778, -0.0732, -0.0562, -0.0471, -0.1948, -0.1059, -0.149, -0.0719, -0.1098, -0.1216, -0.0641, 0.0431, 0.0641, 0.0118, -0.0039, 0.0092, 0.0183, -0.0418, 0.0078, -0.1373, -0.1059, -0.1359, -0.1268, -0.1791, -0.2471, -0.2654, -0.4261, -0.4144, -0.4523, -0.4523, -0.4706, -0.4863, -0.4549, -0.4536, -0.3869, -0.332, -0.3647, -0.302, -0.3477, -0.3425, -0.349, -0.3346, -0.2954, -0.2954, -0.3085, -0.3059, -0.3595, -0.3608, -0.3725, -0.3268, -0.3333, -0.302, -0.3111, -0.3268, -0.1948, -0.2105, -0.2353, -0.2667, -0.251, -0.2588, -0.085, -0.1007, 0.1373, 0.1399, 0.0562, 0.0562, 0.366, 0.4327, 0.4144, 0.3804, 0.3608, 0.5739, 0.5033, 0.5242, 0.2327, 0.1935, 0.1059, 0.0105, 0.1072, 0.1111, 0.166, 0.1281, 0.1817, 0.2222, 0.2222, 0.3595, 0.2078, 0.115, 0.1111, 0.0732, null, null, null]}
{"unit_id": "quote:2054925314036273243", "ticker_idx": 0, "ts": "2026-05-14T14:02:28+00:00", "symbol": "ARBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I now firmly believe robotics is the next theme to run here", "tweet_type": "analysis", "timeline": "months", "summary": "Firmly bullish ARBE on NVDA radar platform integration, consumer demand data, and executive incentive alignment ahead of 2027 revenue ramp; robotics is the next theme.", "resolved_tickers": ["ARBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$ARBE is green today. I now firmly believe robotics is the next theme to run here.\n\nwhat has changed since my original $ARBE article?\n\n1. Significant Technical Price Recovery\n\nThis significantly reduces immediate pressure for a dilutive reverse stock split, although the company must still hold the $1.00 level for ten consecutive business days to officially regain NASDAQ compliance.\n\n2. Acceleration of $NVDA Platform Integration\n\nOn May 1, 2026, the company unveiled a new radar platform that combines Arbe’s ultra-HD technology with NVIDIA’s accelerated computing specifically for \"eyes-off\" driving at highway speeds. This update is a critical step beyond the initial partnership announcement, as it includes the readiness of an \"automotive-grade\" system for direct integration into Tier 1 perception stacks. \n\n3. Quantified Consumer Demand for \"Eyes-Off\" Technology\n\nAn April 23, 2026, proprietary survey conducted by Arbe provided new data-backed support for the company’s market positioning. The findings revealed that 69% of consumers would accelerate vehicle purchases to access \"eyes-off\" driving, and 73% would switch brands to obtain the technology. This survey provides a specific demand-side justification for why OEMs are prioritizing high-resolution radar over vision-only systems, strengthening the bull case for Arbe’s native 4D resolution.\n\n4. Operational Retention and Executive Incentives\n\nRecent SEC Form 4 filings indicate a continued focus on talent retention through the transition period. On April 22, 2026, Chief Marketing Officer Shlomit Hacohen was granted 85,000 RSUs, scheduled to vest in April 2027. Similar option grants were disclosed for Director Eldar Yonina and VP of Product Hareli Ori Moshe. These grants align executive incentives with the critical 2027 revenue ramp-up phase.\n\nread the article below.", "reply_text": null, "parent_text": null, "quoted_text": "i covered $ARBE last month.\n\n200,000 people read it. it's up 44% in the past month.\n\nlooking for robotics exposure? \n\n1. Arbe's Phoenix chipset delivers 2,304 virtual channels - 100x the resolution of legacy radar. It is the perception layer that makes autonomous vehicles and https://t.co/UKpJk97i0d", "parent_author": null, "ret_m1d": -0.12173912051945401, "ret_signed_m1d": -0.12173912051945401, "alpha_spy_m1d": -0.11390663770075471, "alpha_c_m1d": -0.10697593758936774, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08695654427396826, "ret_signed_p1d": -0.08695654427396826, "alpha_spy_p1d": -0.07492720051717205, "alpha_c_p1d": -0.0689063843635297, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.03478267990573958, "ret_signed_p1w": 0.03478267990573958, "alpha_spy_p1w": 0.04206717355434064, "alpha_c_p1w": 0.03979659430118554, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": -0.23652170505776005, "ret_signed_p1m": -0.23652170505776005, "alpha_spy_p1m": -0.22794076718002065, "alpha_c_p1m": -0.2660481560264739, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23652170505776005, "alpha_spy_stated": -0.22794076718002065, "alpha_c_stated": -0.2660481560264739, "price_path": [-0.0348, -0.0609, -0.0522, -0.0348, -0.0087, -0.0783, -0.1217, -0.1043, -0.1896, -0.2852, -0.3026, -0.3043, -0.2739, -0.2809, -0.3217, -0.2965, -0.3043, -0.2774, -0.3217, -0.3409, -0.3217, -0.3217, -0.3391, -0.3652, -0.4061, -0.4, -0.4087, -0.4383, -0.4704, -0.4939, -0.5174, -0.4696, -0.4435, -0.4435, -0.4435, -0.4078, -0.4609, -0.4174, -0.4348, -0.4348, -0.4165, -0.3904, -0.3209, -0.293, -0.2739, -0.2913, -0.307, -0.3217, -0.3496, -0.3139, -0.3122, -0.3304, -0.3496, -0.2565, -0.2696, -0.2713, -0.2835, -0.2435, -0.3043, -0.3035, -0.2209, -0.24, -0.1217, 0.0, -0.087, -0.1304, -0.1948, -0.1348, 0.0348, -0.0174, -0.0174, 0.0, 0.0696, 0.0522, -0.0435, 0.087, -0.0174, -0.0609, -0.0696, -0.2087, -0.2322, -0.2609, -0.2548, -0.2017, -0.2365, -0.2304, -0.2609, -0.2687, -0.2852, -0.2852, -0.3774, -0.3835, -0.4296, -0.4348, -0.4287, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054925314036273243", "ticker_idx": 1, "ts": "2026-05-14T14:02:28+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Acceleration of $NVDA Platform Integration", "tweet_type": "analysis", "timeline": "months", "summary": "Firmly bullish ARBE on NVDA radar platform integration, consumer demand data, and executive incentive alignment ahead of 2027 revenue ramp; robotics is the next theme.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$ARBE is green today. I now firmly believe robotics is the next theme to run here.\n\nwhat has changed since my original $ARBE article?\n\n1. Significant Technical Price Recovery\n\nThis significantly reduces immediate pressure for a dilutive reverse stock split, although the company must still hold the $1.00 level for ten consecutive business days to officially regain NASDAQ compliance.\n\n2. Acceleration of $NVDA Platform Integration\n\nOn May 1, 2026, the company unveiled a new radar platform that combines Arbe’s ultra-HD technology with NVIDIA’s accelerated computing specifically for \"eyes-off\" driving at highway speeds. This update is a critical step beyond the initial partnership announcement, as it includes the readiness of an \"automotive-grade\" system for direct integration into Tier 1 perception stacks. \n\n3. Quantified Consumer Demand for \"Eyes-Off\" Technology\n\nAn April 23, 2026, proprietary survey conducted by Arbe provided new data-backed support for the company’s market positioning. The findings revealed that 69% of consumers would accelerate vehicle purchases to access \"eyes-off\" driving, and 73% would switch brands to obtain the technology. This survey provides a specific demand-side justification for why OEMs are prioritizing high-resolution radar over vision-only systems, strengthening the bull case for Arbe’s native 4D resolution.\n\n4. Operational Retention and Executive Incentives\n\nRecent SEC Form 4 filings indicate a continued focus on talent retention through the transition period. On April 22, 2026, Chief Marketing Officer Shlomit Hacohen was granted 85,000 RSUs, scheduled to vest in April 2027. Similar option grants were disclosed for Director Eldar Yonina and VP of Product Hareli Ori Moshe. These grants align executive incentives with the critical 2027 revenue ramp-up phase.\n\nread the article below.", "reply_text": null, "parent_text": null, "quoted_text": "i covered $ARBE last month.\n\n200,000 people read it. it's up 44% in the past month.\n\nlooking for robotics exposure? \n\n1. Arbe's Phoenix chipset delivers 2,304 virtual channels - 100x the resolution of legacy radar. It is the perception layer that makes autonomous vehicles and https://t.co/UKpJk97i0d", "parent_author": null, "ret_m1d": -0.042037856142304486, "ret_signed_m1d": -0.042037856142304486, "alpha_spy_m1d": -0.03420537332360518, "alpha_c_m1d": -0.03187081839673622, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04420122720632225, "ret_signed_p1d": -0.04420122720632225, "alpha_spy_p1d": -0.03217188344952604, "alpha_c_p1d": -0.0061613216517686364, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.06884709378340581, "ret_signed_p1w": -0.06884709378340581, "alpha_spy_p1w": -0.061562600134804746, "alpha_c_p1w": -0.050760809786205896, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": -0.1285774940977763, "ret_signed_p1m": -0.1285774940977763, "alpha_spy_p1m": -0.11999655622003691, "alpha_c_p1m": -0.20054207061772134, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1285774940977763, "alpha_spy_stated": -0.11999655622003691, "alpha_c_stated": -0.20054207061772134, "price_path": [-0.2246, -0.2154, -0.2026, -0.203, -0.1948, -0.1875, -0.182, -0.1705, -0.2157, -0.2484, -0.226, -0.2363, -0.2236, -0.2223, -0.2457, -0.2252, -0.2163, -0.2109, -0.2231, -0.2354, -0.2228, -0.2283, -0.2348, -0.2426, -0.2674, -0.2549, -0.2568, -0.242, -0.2736, -0.2894, -0.2994, -0.2602, -0.2545, -0.2475, -0.2475, -0.2465, -0.2445, -0.2276, -0.2199, -0.1998, -0.197, -0.1664, -0.1564, -0.1586, -0.1445, -0.1429, -0.1521, -0.141, -0.1531, -0.1165, -0.0811, -0.0957, -0.1124, -0.1534, -0.1582, -0.1581, -0.1665, -0.1184, -0.1028, -0.0871, -0.0691, -0.0635, -0.042, 0.0, -0.0442, -0.0569, -0.0642, -0.052, -0.0688, -0.0866, -0.0866, -0.0886, -0.0982, -0.0912, -0.1044, -0.0483, -0.0548, -0.089, -0.0714, -0.129, -0.1139, -0.1158, -0.1488, -0.1299, -0.1286, -0.0977, -0.1191, -0.1309, -0.1052, -0.1052, -0.1139, -0.1504, -0.1549, -0.1687, -0.1823, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1999466795728588872", "ticker_idx": 0, "ts": "2025-12-12T13:10:07+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have purchased my first shares of $TE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long position in $TE; bullish on US energy for AI buildout.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "New position 🚨 \n\nI am delighted to announce that in the last couple of days I have purchased my first shares of $TE.\n\nAmerican-made energy for the AI race.\n\nThe Chinese can produce energy much cheaper than the US. That money printer’s gunna have to invest in great US companies to break this dominance!\n\n$TE GANG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0971962598496956, "ret_signed_m1d": 0.0971962598496956, "alpha_spy_m1d": 0.08632732061837456, "alpha_c_m1d": 0.09088004367169766, "bench_spy_m1d": 0.01086893923132104, "bench_c_m1d": 0.006316216177997935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05420560131261243, "ret_signed_p1d": -0.05420560131261243, "alpha_spy_p1d": -0.05269479276239464, "alpha_c_p1d": -0.055800563737411046, "bench_spy_p1d": -0.0015108085502177904, "bench_c_p1d": 0.0015949624247986183, "ret_p1w": 0.20186914821641055, "ret_signed_p1w": 0.20186914821641055, "alpha_spy_p1w": 0.20063537088090388, "alpha_c_p1w": 0.20748352986356033, "bench_spy_p1w": 0.0012337773355066695, "bench_c_p1w": -0.00561438164714978, "ret_p1m": 0.34766358255517527, "ret_signed_p1m": 0.34766358255517527, "alpha_spy_p1m": 0.32499558690896135, "alpha_c_p1m": 0.3030746511741078, "bench_spy_p1m": 0.022667995646213912, "bench_c_p1m": 0.044588931381067454, "ret_p3m": 0.521495418396984, "ret_signed_p3m": 0.521495418396984, "alpha_spy_p3m": 0.5265286486026117, "alpha_c_p3m": 0.43644686052111803, "bench_spy_p3m": -0.005033230205627737, "bench_c_p3m": 0.08504855787586596, "ret_p6m": 0.7065421078858796, "ret_signed_p6m": 0.7065421078858796, "alpha_spy_p6m": 0.6160864064318312, "alpha_c_p6m": 0.5918665485000922, "bench_spy_p6m": 0.09045570145404835, "bench_c_p6m": 0.11467555938578733, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34766358255517527, "alpha_spy_stated": 0.32499558690896135, "alpha_c_stated": 0.3030746511741078, "price_path": [-0.6729, -0.6692, -0.6523, -0.6355, -0.6206, -0.6561, -0.5888, -0.5757, -0.5888, -0.5645, -0.5925, -0.5533, -0.5589, -0.5271, -0.4766, -0.4654, -0.4523, -0.2841, -0.3196, -0.3458, -0.2505, -0.0206, -0.1234, -0.1925, -0.1103, -0.1626, -0.2318, -0.3065, -0.3514, -0.2841, -0.3084, -0.3271, -0.3196, -0.3047, -0.3607, -0.3121, -0.2355, -0.3121, -0.2879, -0.1589, -0.1757, -0.2804, -0.3477, -0.372, -0.4056, -0.428, -0.4598, -0.4916, -0.4916, -0.4131, -0.385, -0.2822, -0.2822, -0.2299, -0.1645, -0.114, -0.1551, -0.0449, 0.0897, 0.1252, 0.2579, 0.1495, 0.0972, 0.0, -0.0542, 0.0168, 0.0131, 0.1252, 0.2019, 0.3645, 0.329, 0.3178, 0.3178, 0.271, 0.2, 0.215, 0.2486, 0.2486, 0.4654, 0.5327, 0.4299, 0.3607, 0.2729, 0.2972, 0.3477, 0.4692, 0.4692, 0.385, 0.5271, 0.5271, 0.5477, 0.4617, 0.5645, 0.5888, 0.5215, 0.7047, 0.7738, 0.6598, 0.557, 0.6187, 0.6991, 0.4449, 0.3589, 0.5458, 0.428, 0.4037, 0.2804, 0.1607, 0.1439, 0.1439, 0.2037, 0.2075, 0.1794, 0.1607, 0.1757, 0.3252, 0.3495, 0.3626, 0.1514, 0.2785, 0.2168, 0.3271, 0.2729, 0.2561, 0.3383, 0.4916, 0.5215, 0.4467, 0.4243, 0.443, 0.4561, 0.3701, 0.4411, 0.2336, 0.2785, 0.2355, 0.2486, 0.1738, 0.0766, 0.0505, -0.1794, -0.1626, -0.2168, -0.2168, -0.243, -0.2654, -0.2206, -0.2187, -0.1234, -0.0449, -0.0916, -0.0019, -0.0673, -0.0598, -0.0692, -0.0486, 0.0075, 0.0075, -0.0112, -0.0075, -0.0841, -0.086, -0.1028, -0.0374, -0.0467, -0.0019, -0.015, -0.0374, 0.1514, 0.129, 0.0935, 0.0486, 0.071, 0.0598, 0.3084, 0.286, 0.6262, 0.6299, 0.5103, 0.5103, 0.9533, 1.0486, 1.0224, 0.9738, 0.9458, 1.2505, 1.1495, 1.1794, 0.7626, 0.7065]}
{"unit_id": "reply:2001281545454211274", "ticker_idx": 0, "ts": "2025-12-17T13:21:17+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Heavy buys today!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought IREN heavily on the dip; bullish on the upside thesis unchanged.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NetWorthNotes Heavy buys today!", "reply_text": null, "parent_text": "“Why are you bullish on $IREN right now?”\n\nIt’s upside is amazing.\n\nEven the lowest price target has amazing upside at over 60%.\n\nAnd has anything changed about the thesis: Nope\n\nDid you buy any $IREN on this dip? https://t.co/XCiJ7GTIcZ", "quoted_text": null, "parent_author": "NetWorthNotes", "ret_m1d": 0.08318536041550173, "ret_signed_m1d": 0.08318536041550173, "alpha_spy_m1d": 0.072059340223255, "alpha_c_m1d": 0.0830023728713769, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.0001829875441248241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.059798713166375084, "ret_signed_p1d": 0.059798713166375084, "alpha_spy_p1d": 0.052247450456622824, "alpha_c_p1d": 0.0614461664943029, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": -0.001647453327927817, "ret_p1w": 0.24274721904268026, "ret_signed_p1w": 0.24274721904268026, "alpha_spy_p1w": 0.21143949301099374, "alpha_c_p1w": 0.2190463387234607, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.023700880319219575, "ret_p1m": 0.5361160824390212, "ret_signed_p1m": 0.5361160824390212, "alpha_spy_p1m": 0.5020298532389538, "alpha_c_p1m": 0.5373969952478949, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": -0.0012809128088736577, "ret_p3m": 0.3303730091977346, "ret_signed_p3m": 0.3303730091977346, "alpha_spy_p3m": 0.33095844448082923, "alpha_c_p3m": 0.4247844748905033, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0944114656927687, "ret_p6m": 0.6788040596149798, "ret_signed_p6m": 0.6788040596149798, "alpha_spy_p6m": 0.5737090311035391, "alpha_c_p6m": 0.7072620506506399, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.028457991035660046, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5361160824390212, "alpha_spy_stated": 0.5020298532389538, "alpha_c_stated": 0.5373969952478949, "price_path": [0.1439, 0.2404, 0.2365, 0.3955, 0.3703, 0.2392, 0.3597, 0.3893, 0.3937, 0.3919, 0.4938, 0.7096, 0.8259, 0.7789, 0.8902, 0.7694, 0.8988, 1.0592, 1.0124, 0.8304, 0.7975, 0.7531, 0.634, 0.5343, 0.6536, 0.862, 0.9239, 0.8478, 0.7886, 0.7235, 0.7984, 1.0056, 0.9725, 1.262, 0.9822, 0.8467, 0.7812, 0.6986, 0.6489, 0.4402, 0.3727, 0.4035, 0.4461, 0.3567, 0.2869, 0.251, 0.4355, 0.4053, 0.4343, 0.4343, 0.4153, 0.4355, 0.2173, 0.3014, 0.3751, 0.3236, 0.3718, 0.3866, 0.3002, 0.3008, 0.188, 0.0503, 0.0832, 0.0, 0.0598, 0.1818, 0.2445, 0.2454, 0.2427, 0.2427, 0.193, 0.1667, 0.1338, 0.1181, 0.1181, 0.2641, 0.4281, 0.3591, 0.2914, 0.3523, 0.3626, 0.4899, 0.5687, 0.5654, 0.5361, 0.7117, 0.7117, 0.6063, 0.5832, 0.5471, 0.6779, 0.55, 0.7759, 0.8632, 0.7715, 0.5909, 0.5713, 0.6101, 0.3304, 0.1779, 0.2383, 0.3662, 0.2709, 0.2632, 0.185, 0.2499, 0.2499, 0.2128, 0.2457, 0.2815, 0.1835, 0.254, 0.3455, 0.3034, 0.3097, 0.2123, 0.2253, 0.1501, 0.2978, 0.1878, 0.0864, 0.1498, 0.1285, 0.2427, 0.2247, 0.2309, 0.3304, 0.2718, 0.2496, 0.2333, 0.2223, 0.2481, 0.2173, 0.2265, 0.1086, 0.0388, -0.0639, 0.0148, 0.0092, 0.0293, 0.0293, 0.04, 0.058, 0.0903, 0.0971, 0.164, 0.275, 0.4023, 0.4452, 0.4121, 0.4245, 0.4423, 0.3372, 0.4325, 0.54, 0.4991, 0.4316, 0.3156, 0.2688, 0.3472, 0.3517, 0.4648, 0.6205, 0.8052, 0.6829, 0.8117, 0.6326, 0.6744, 0.6332, 0.7288, 0.5672, 0.4938, 0.4133, 0.5604, 0.7188, 0.6824, 0.6824, 0.7697, 1.0083, 0.8961, 0.881, 0.934, 0.9716, 0.9384, 0.8313, 0.6089, 0.7522, 0.5992, 0.5252, 0.6788]}
{"unit_id": "thread:1998476984951677407", "ticker_idx": 0, "ts": "2025-12-09T19:36:57+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR is my highest‑conviction infra play for the next cycle", "tweet_type": "analysis", "timeline": "months", "summary": "Highest-conviction long on CIFR: AWS/Google-backed AI/HPC pivot, ~$8-9B contracted revenue, base-case valuation mid-30s/share.", "resolved_tickers": ["CIFR"], "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 ULTIMATE $CIFR INVESTMENT HANDBOOK---\n\n🧵 Why $CIFR is my highest‑conviction infra play for the next cycle.  \n\nThread below 📷 Would love to discuss with everyone further.    \n\nCipher Mining started life as a pure Bitcoin miner – but the real story now is its pivot into AI and high‑performance compute. Between a 15‑year, 300 MW lease with AWS, a 10‑year AI hosting deal backed by Google/Fluidstack, and a 1 GW West Texas build‑out via the Colchis JV, CIFR is quietly stacking roughly 8–9B of long‑dated, contracted AI/HPC revenue on top of its mining business.​​    \n\nIn the report, I walk through:    \n- How post‑halving mining economics forced this pivot and why AI hosting earns more per MW than $BTC alone   \n\n- Q3 ’25 numbers (72M revenue, 41M adj. earnings) and why fixed‑rent hyperscaler deals change the risk profile    \n\n- A simple valuation framework that gets you to mid‑30s per share in a base case if execution is even halfway competent​​    \n\nIf you care about the intersection of Bitcoin, AI compute, and ultra‑cheap Texas power, this is probably the single name you should understand before the next leg up.    \n\nLFG 🚀 \n\n~ Thanks @mikealfred for the find!\n\n---\n\n@LandoInvests @Leo_Traydes @CarsonTalkMoney @CaesarCapitalz @moninvestor @accounting_ds @WheelieInvestor @babyfolio  would love to know what you fellas think!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004089975761264686, "ret_signed_m1d": -0.004089975761264686, "alpha_spy_m1d": -0.004953839471898203, "alpha_c_m1d": -0.0014552260852526144, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": -0.0026347496760120714, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05521472153343032, "ret_signed_p1d": -0.05521472153343032, "alpha_spy_p1d": -0.06184695678618757, "alpha_c_p1d": -0.060011460396805716, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.004796738863375394, "ret_p1w": -0.23364007257676278, "ret_signed_p1w": -0.23364007257676278, "alpha_spy_p1w": -0.22753509331426702, "alpha_c_p1w": -0.1967530596427065, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": -0.036887012934056274, "ret_p1m": -0.17791409188408502, "ret_signed_p1m": -0.17791409188408502, "alpha_spy_p1m": -0.19047219072800503, "alpha_c_p1m": -0.16934934429244164, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": -0.008564747591643385, "ret_p3m": -0.3036809684338668, "ret_signed_p3m": -0.3036809684338668, "alpha_spy_p3m": -0.29098303683244753, "alpha_c_p3m": -0.23259747549557142, "bench_spy_p3m": -0.012697931601419299, "bench_c_p3m": -0.07108349293829541, "ret_p6m": 0.3415133173601006, "ret_signed_p6m": 0.3415133173601006, "alpha_spy_p6m": 0.23098588387593955, "alpha_c_p6m": 0.01215253135232075, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.32936078600777985, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17791409188408502, "alpha_spy_stated": -0.19047219072800503, "alpha_c_stated": -0.16934934429244164, "price_path": [-0.4903, -0.4453, -0.4453, -0.4116, -0.3671, -0.3942, -0.3722, -0.2863, -0.2766, -0.2771, -0.4039, -0.4136, -0.3533, -0.3563, -0.3558, -0.294, -0.2485, -0.2157, -0.1948, -0.1002, -0.0803, -0.1324, 0.0399, 0.068, 0.0752, -0.0429, -0.0409, 0.0179, -0.0759, -0.1764, -0.1178, 0.0562, 0.0501, 0.0204, 0.0015, -0.0251, -0.0465, 0.1636, 0.1508, 0.2633, 0.1099, 0.0578, 0.0046, -0.0455, -0.1115, -0.2367, -0.2658, -0.2664, -0.2546, -0.2526, -0.2556, -0.2766, -0.1457, -0.1043, -0.021, -0.021, 0.0404, 0.0066, -0.0982, -0.0475, 0.0138, -0.0143, -0.0041, 0.0, -0.0552, -0.0348, -0.1283, -0.2464, -0.2336, -0.2643, -0.2255, -0.1713, -0.1646, -0.1866, -0.1708, -0.1708, -0.2234, -0.229, -0.2541, -0.2454, -0.2454, -0.1718, -0.0716, -0.1033, -0.1779, -0.1539, -0.1498, -0.0961, -0.067, -0.0731, -0.1043, -0.0389, -0.0389, -0.0838, -0.0941, -0.1109, -0.1017, -0.157, -0.0414, -0.0302, -0.0951, -0.184, -0.1917, -0.1687, -0.2715, -0.3507, -0.2469, -0.1431, -0.1258, -0.1677, -0.1769, -0.1605, -0.1605, -0.2004, -0.2117, -0.1922, -0.251, -0.2219, -0.1247, -0.1508, -0.1575, -0.2025, -0.1943, -0.248, -0.18, -0.2255, -0.3037, -0.2684, -0.2863, -0.2786, -0.2991, -0.2802, -0.226, -0.2285, -0.25, -0.2515, -0.2837, -0.2388, -0.2393, -0.1881, -0.2664, -0.2973, -0.3857, -0.342, -0.3538, -0.3446, -0.3446, -0.3175, -0.2837, -0.2117, -0.1636, -0.1549, -0.092, -0.0567, -0.0798, -0.1135, -0.0097, -0.0138, -0.0777, -0.0061, -0.0445, -0.0695, -0.0716, -0.1176, -0.135, -0.093, -0.1288, -0.0854, 0.1299, 0.1201, 0.0575, 0.0506, 0.0368, 0.0256, 0.0859, 0.1396, 0.0394, -0.0225, -0.0389, -0.0041, 0.1002, 0.1232, 0.1232, 0.1769, 0.2863, 0.2572, 0.2091, 0.2275, 0.3441, 0.3415]}
{"unit_id": "thread:1998476984951677407", "ticker_idx": 1, "ts": "2025-12-09T19:36:57+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": "If you care about the intersection of Bitcoin, AI compute, and ultra‑cheap Texas power, this is probably the single name you should understand before the next leg up", "tweet_type": "analysis", "timeline": "months", "summary": "Highest-conviction long on CIFR: AWS/Google-backed AI/HPC pivot, ~$8-9B contracted revenue, base-case valuation mid-30s/share.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "--- THE ULTIMATE $CIFR INVESTMENT HANDBOOK---\n\n🧵 Why $CIFR is my highest‑conviction infra play for the next cycle.  \n\nThread below 📷 Would love to discuss with everyone further.    \n\nCipher Mining started life as a pure Bitcoin miner – but the real story now is its pivot into AI and high‑performance compute. Between a 15‑year, 300 MW lease with AWS, a 10‑year AI hosting deal backed by Google/Fluidstack, and a 1 GW West Texas build‑out via the Colchis JV, CIFR is quietly stacking roughly 8–9B of long‑dated, contracted AI/HPC revenue on top of its mining business.​​    \n\nIn the report, I walk through:    \n- How post‑halving mining economics forced this pivot and why AI hosting earns more per MW than $BTC alone   \n\n- Q3 ’25 numbers (72M revenue, 41M adj. earnings) and why fixed‑rent hyperscaler deals change the risk profile    \n\n- A simple valuation framework that gets you to mid‑30s per share in a base case if execution is even halfway competent​​    \n\nIf you care about the intersection of Bitcoin, AI compute, and ultra‑cheap Texas power, this is probably the single name you should understand before the next leg up.    \n\nLFG 🚀 \n\n~ Thanks @mikealfred for the find!\n\n---\n\n@LandoInvests @Leo_Traydes @CarsonTalkMoney @CaesarCapitalz @moninvestor @accounting_ds @WheelieInvestor @babyfolio  would love to know what you fellas think!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022132591919500677, "ret_signed_m1d": -0.022132591919500677, "alpha_spy_m1d": -0.022996455630134194, "alpha_c_m1d": -0.022996455630134194, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.0008638637106335167, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007236522211271801, "ret_signed_p1d": -0.007236522211271801, "alpha_spy_p1d": -0.013868757464029047, "alpha_c_p1d": -0.013868757464029047, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.006632235252757246, "ret_p1w": -0.05229946144557318, "ret_signed_p1w": -0.05229946144557318, "alpha_spy_p1w": -0.04619448218307742, "alpha_c_p1w": -0.04619448218307742, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": -0.006104979262495758, "ret_p1m": -0.014927507929300865, "ret_signed_p1m": -0.014927507929300865, "alpha_spy_p1m": -0.027485606773220872, "alpha_c_p1m": -0.027485606773220872, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.012558098843920007, "ret_p3m": -0.2649127791648711, "ret_signed_p3m": -0.2649127791648711, "alpha_spy_p3m": -0.2522148475634518, "alpha_c_p3m": -0.2522148475634518, "bench_spy_p3m": -0.012697931601419299, "bench_c_p3m": -0.012697931601419299, "ret_p6m": -0.309384123563503, "ret_signed_p6m": -0.309384123563503, "alpha_spy_p6m": -0.41991155704766403, "alpha_c_p6m": -0.41991155704766403, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.11052743348416105, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014927507929300865, "alpha_spy_stated": -0.027485606773220872, "alpha_c_stated": -0.027485606773220872, "price_path": [0.2461, 0.2526, 0.2455, 0.2606, 0.2565, 0.2637, 0.2481, 0.2164, 0.2085, 0.2226, 0.1765, 0.1836, 0.2342, 0.2305, 0.28, 0.302, 0.3191, 0.3459, 0.3103, 0.3308, 0.313, 0.2214, 0.2436, 0.2204, 0.1952, 0.1672, 0.1486, 0.1931, 0.1703, 0.1618, 0.1875, 0.1979, 0.2312, 0.2186, 0.1873, 0.1684, 0.1819, 0.1495, 0.096, 0.1208, 0.0929, 0.1152, 0.1435, 0.1112, 0.0968, 0.0756, 0.0184, -0.0064, 0.0028, -0.0132, -0.0654, -0.082, -0.0477, -0.0577, -0.0234, -0.0152, -0.0191, -0.0687, -0.0145, 0.009, -0.0059, -0.0356, -0.0221, 0.0, -0.0072, -0.0019, -0.0261, -0.0677, -0.0523, -0.0706, -0.078, -0.0495, -0.0453, -0.0569, -0.0548, -0.0589, -0.0582, -0.0599, -0.046, -0.0559, -0.0427, -0.0296, 0.0128, 0.0112, -0.0149, -0.018, -0.0235, -0.0162, 0.0284, 0.0457, 0.0308, 0.0306, -0.0015, -0.0473, -0.0358, -0.0348, -0.0344, -0.0477, -0.0387, -0.0378, -0.0877, -0.0924, -0.1511, -0.184, -0.2122, -0.3235, -0.2388, -0.2435, -0.2578, -0.2773, -0.2856, -0.2571, -0.2573, -0.2718, -0.2834, -0.2776, -0.2663, -0.3029, -0.3087, -0.2668, -0.2723, -0.2892, -0.258, -0.2632, -0.2156, -0.2357, -0.2649, -0.262, -0.2456, -0.2426, -0.2395, -0.2344, -0.1924, -0.2025, -0.2314, -0.2457, -0.2392, -0.2349, -0.2392, -0.2307, -0.2578, -0.2843, -0.2805, -0.2639, -0.2655, -0.2784, -0.2779, -0.2571, -0.2239, -0.2327, -0.2257, -0.2127, -0.1964, -0.1997, -0.193, -0.1892, -0.1679, -0.1815, -0.1763, -0.1563, -0.1556, -0.1644, -0.1653, -0.1763, -0.1825, -0.1768, -0.1566, -0.1388, -0.1269, -0.1215, -0.1368, -0.1349, -0.1183, -0.1318, -0.1447, -0.1256, -0.147, -0.1698, -0.172, -0.1644, -0.1635, -0.1856, -0.1663, -0.182, -0.1979, -0.2067, -0.2084, -0.2306, -0.2804, -0.3094]}
{"unit_id": "orig:2007122435548831846", "ticker_idx": 0, "ts": "2026-01-02T16:10:53+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying more $PATH", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long position in UiPath.", "resolved_tickers": ["PATH"], "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": "Buying more $PATH @CaesarCapitalz https://t.co/hIO0DrvEab", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03211582314434236, "ret_signed_m1d": 0.03211582314434236, "alpha_spy_m1d": 0.03394546252997299, "alpha_c_m1d": 0.03394546252997299, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.0018296393856306326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00944587979367717, "ret_signed_p1d": 0.00944587979367717, "alpha_spy_p1d": 0.0027856726854325053, "alpha_c_p1d": 0.0027856726854325053, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.0066602071082446646, "ret_p1w": 0.027707781940327303, "ret_signed_p1w": 0.027707781940327303, "alpha_spy_p1w": 0.011752708564342296, "alpha_c_p1w": 0.011752708564342296, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.2103274640124574, "ret_signed_p1m": -0.2103274640124574, "alpha_spy_p1m": -0.2282439366768133, "alpha_c_p1m": -0.2282439366768133, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.01791647266435592, "ret_p3m": -0.30604531622500875, "ret_signed_p3m": -0.30604531622500875, "alpha_spy_p3m": -0.267781773426662, "alpha_c_p3m": -0.267781773426662, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2103274640124574, "alpha_spy_stated": -0.2282439366768133, "alpha_c_stated": -0.2282439366768133, "price_path": [-0.0668, -0.0189, 0.1656, 0.0737, 0.0793, 0.0378, 0.051, 0.0031, -0.0277, 0.0031, 0.0252, -0.0535, -0.0277, 0.0378, 0.0951, 0.0176, 0.0208, -0.0006, -0.0013, -0.0006, -0.1014, -0.0838, -0.1096, -0.0995, -0.1058, -0.0951, -0.1026, -0.1127, -0.1165, -0.1486, -0.1348, -0.1511, -0.1984, -0.1807, -0.1618, -0.1429, -0.1442, -0.1442, -0.1272, -0.1108, -0.0995, -0.0642, 0.1637, 0.1757, 0.2147, 0.1952, 0.177, 0.1354, 0.097, 0.0176, 0.0132, 0.005, 0.0038, 0.0151, 0.0516, 0.005, 0.0806, 0.0806, 0.0605, 0.0611, 0.0497, 0.0321, 0.0321, 0.0, 0.0094, 0.0913, 0.1234, 0.063, 0.0277, 0.0856, 0.0057, -0.0321, -0.0686, -0.097, -0.097, -0.0951, -0.1058, -0.046, -0.068, -0.0611, -0.0957, -0.1115, -0.1656, -0.2072, -0.2103, -0.2349, -0.2236, -0.2393, -0.1883, -0.1814, -0.1845, -0.2639, -0.296, -0.2872, -0.2872, -0.3111, -0.301, -0.2941, -0.3199, -0.3596, -0.364, -0.3741, -0.3256, -0.3243, -0.3262, -0.3048, -0.3029, -0.2727, -0.2531, -0.2462, -0.2702, -0.2204, -0.284, -0.2708, -0.2714, -0.2456, -0.216, -0.2292, -0.2406, -0.2361, -0.3029, -0.3117, -0.3048, -0.3268, -0.3155, -0.301, -0.306, -0.2922, -0.2922, -0.2979, -0.3105, -0.3457, -0.3741, -0.4093, -0.3627, -0.369, -0.3319, -0.3319, -0.3445, -0.335, -0.3212, -0.3142, -0.3646, -0.347, -0.3413, -0.335, -0.3463, -0.3514, -0.3281, -0.318, -0.3262, -0.3388, -0.3117, -0.3205, -0.3287, -0.3696, -0.4037, -0.3911, -0.3533, -0.33, -0.3356, -0.3218, -0.3344, -0.3117, -0.3117, -0.3016, -0.2972, -0.2708, -0.262, -0.1751, -0.233, -0.2651, -0.2651, -0.2922, -0.2966, -0.323, -0.323, -0.3293, -0.3356, -0.3205, -0.3375, -0.3558, -0.3533, -0.3533, -0.3602, -0.3602, -0.3508, -0.3747, -0.3369, null]}
{"unit_id": "reply:2004649778962149767", "ticker_idx": 0, "ts": "2025-12-26T20:25:26+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": "More likely to be 700k-1million", "tweet_type": "prediction", "timeline": "years", "summary": "Expects BTC to reach $700k–$1M in the next 5 years, well above the $200k target in the parent.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Leo_Traydes Bit conservative mate? More likely to be 700k-1million", "reply_text": null, "parent_text": "Do you genuinely think Bitcoin $BTC won’t reach 200k in the next 5 years?", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": -0.000763876379100692, "ret_signed_m1d": -0.000763876379100692, "alpha_spy_m1d": -0.0008652963295159299, "alpha_c_m1d": -0.0008652963295159299, "bench_spy_m1d": 0.00010141995041523799, "bench_c_m1d": 0.00010141995041523799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0018704053654620134, "ret_signed_p1d": -0.0018704053654620134, "alpha_spy_p1d": 0.001693248142032755, "alpha_c_p1d": 0.001693248142032755, "bench_spy_p1d": -0.0035636535074947684, "bench_c_p1d": -0.0035636535074947684, "ret_p1w": 0.0302774609128591, "ret_signed_p1w": 0.0302774609128591, "alpha_spy_p1w": 0.04062069589106221, "alpha_c_p1w": 0.04062069589106221, "bench_spy_p1w": -0.010343234978203109, "bench_c_p1w": -0.010343234978203109, "ret_p1m": 0.011061799800493599, "ret_signed_p1m": 0.011061799800493599, "alpha_spy_p1m": 0.00755610055037903, "alpha_c_p1m": 0.00755610055037903, "bench_spy_p1m": 0.003505699250114569, "bench_c_p1m": 0.003505699250114569, "ret_p3m": -0.1831762312741334, "ret_signed_p3m": -0.1831762312741334, "alpha_spy_p3m": -0.13726028201361906, "alpha_c_p3m": -0.13726028201361906, "bench_spy_p3m": -0.045915949260514344, "bench_c_p3m": -0.045915949260514344, "ret_p6m": -0.26745637846172876, "ret_signed_p6m": -0.26745637846172876, "alpha_spy_p6m": -0.35152862857665945, "alpha_c_p6m": -0.35152862857665945, "bench_spy_p6m": 0.08407225011493069, "bench_c_p6m": 0.08407225011493069, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.3065, 0.3591, 0.3824, 0.4005, 0.429, 0.3912, 0.413, 0.3941, 0.2968, 0.3204, 0.2957, 0.269, 0.2392, 0.2195, 0.2667, 0.2426, 0.2335, 0.2608, 0.2718, 0.3072, 0.2939, 0.2606, 0.2406, 0.2549, 0.2205, 0.1637, 0.19, 0.1604, 0.1841, 0.2141, 0.1798, 0.1645, 0.142, 0.0813, 0.0549, 0.0647, 0.0477, -0.0077, -0.0253, 0.0111, 0.0005, 0.0368, 0.0456, 0.0414, -0.0112, 0.0464, 0.0713, 0.0554, 0.0239, 0.0382, 0.0617, 0.0541, 0.0597, 0.034, -0.0101, 0.0062, -0.0133, -0.0211, 0.0092, 0.0136, 0.0013, 0.0036, -0.0008, 0.0, -0.0019, 0.0129, 0.0024, 0.0164, 0.0303, 0.0754, 0.0736, 0.0459, 0.0427, 0.0368, 0.0446, 0.0919, 0.1103, 0.0945, 0.0942, 0.0602, 0.0116, 0.0238, 0.0248, 0.0252, 0.0111, 0.0206, 0.0216, -0.0314, -0.0363, -0.0987, -0.1337, -0.1636, -0.2818, -0.1918, -0.1968, -0.212, -0.2326, -0.2415, -0.2113, -0.2114, -0.2269, -0.2391, -0.233, -0.221, -0.2598, -0.266, -0.2215, -0.2273, -0.2454, -0.2122, -0.2177, -0.1671, -0.1885, -0.2195, -0.2165, -0.199, -0.1958, -0.1925, -0.1871, -0.1425, -0.1533, -0.1839, -0.1992, -0.1922, -0.1877, -0.1922, -0.1832, -0.212, -0.2401, -0.2361, -0.2184, -0.2202, -0.2338, -0.2333, -0.2112, -0.176, -0.1853, -0.1779, -0.1641, -0.1468, -0.1503, -0.1431, -0.1392, -0.1165, -0.1309, -0.1254, -0.1042, -0.1035, -0.1128, -0.1138, -0.1254, -0.132, -0.126, -0.1045, -0.0856, -0.073, -0.0673, -0.0835, -0.0815, -0.0638, -0.0782, -0.0919, -0.0716, -0.0943, -0.1185, -0.1209, -0.1128, -0.1118, -0.1353, -0.1148, -0.1314, -0.1484, -0.1577, -0.1595, -0.1831, -0.2359, -0.2667, -0.2692, -0.3022, -0.2773, -0.2939, -0.2961, -0.2719, -0.2721, -0.2407, -0.2486, -0.2621, -0.2795, -0.2722, -0.2675]}
{"unit_id": "orig:1993330671809364068", "ticker_idx": 0, "ts": "2025-11-25T14:47:21+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR going sub $15 again today. Bookmark it.", "tweet_type": "prediction", "timeline": "intraday", "summary": "Predicts CIFR will drop below $15 today.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$CIFR going sub $15 again today.\n\nBookmark it. https://t.co/6sDaDj5qAP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04623295388854165, "ret_signed_m1d": 0.04623295388854165, "alpha_spy_m1d": 0.036914763222832714, "alpha_c_m1d": 0.043558679523067356, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.002674274365474294, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09303647934805248, "ret_signed_p1d": -0.09303647934805248, "alpha_spy_p1d": -0.08613289693004722, "alpha_c_p1d": -0.08119877328117497, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.011837706066877507, "ret_p1w": 0.0068492539240538886, "ret_signed_p1w": -0.0068492539240538886, "alpha_spy_p1w": 0.002795047887663493, "alpha_c_p1w": 0.024670368618724403, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.03151962254277829, "ret_p1m": -0.07420097662343994, "ret_signed_p1m": 0.07420097662343994, "alpha_spy_p1m": 0.09997807067500664, "alpha_c_p1m": 0.11906946688740994, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.044868490263969996, "ret_p3m": -0.1638128290094656, "ret_signed_p3m": 0.1638128290094656, "alpha_spy_p3m": 0.18817844619144775, "alpha_c_p3m": 0.16997185329259779, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.006159024283132197, "ret_p6m": 0.11187209093959338, "ret_signed_p6m": -0.11187209093959338, "alpha_spy_p6m": -0.007503760571224483, "alpha_c_p6m": 0.15482734869723846, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.26669943963683185, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.09303647934805248, "alpha_spy_stated": -0.08613289693004722, "alpha_c_stated": -0.08119877328117497, "price_path": [-0.5993, -0.5639, -0.5639, -0.5251, -0.5371, -0.5776, -0.5708, -0.5594, -0.4737, -0.415, -0.4309, -0.3807, -0.3807, -0.343, -0.2934, -0.3236, -0.2991, -0.2032, -0.1924, -0.1929, -0.3345, -0.3453, -0.278, -0.2814, -0.2808, -0.2118, -0.161, -0.1244, -0.101, 0.0046, 0.0268, -0.0314, 0.161, 0.1924, 0.2003, 0.0685, 0.0708, 0.1364, 0.0317, -0.0805, -0.0151, 0.1792, 0.1724, 0.1393, 0.1182, 0.0885, 0.0645, 0.2991, 0.2848, 0.4104, 0.2392, 0.1809, 0.1216, 0.0656, -0.008, -0.1478, -0.1804, -0.1809, -0.1678, -0.1655, -0.1689, -0.1924, -0.0462, 0.0, 0.093, 0.093, 0.1615, 0.1239, 0.0068, 0.0634, 0.1318, 0.1005, 0.1119, 0.1164, 0.0548, 0.0776, -0.0268, -0.1587, -0.1444, -0.1787, -0.1353, -0.0748, -0.0674, -0.0919, -0.0742, -0.0742, -0.133, -0.1393, -0.1672, -0.1575, -0.1575, -0.0753, 0.0365, 0.0011, -0.0822, -0.0554, -0.0508, 0.0091, 0.0417, 0.0348, 0.0, 0.0731, 0.0731, 0.0228, 0.0114, -0.0074, 0.0029, -0.0588, 0.0702, 0.0828, 0.0103, -0.089, -0.0976, -0.0719, -0.1866, -0.2751, -0.1592, -0.0434, -0.024, -0.0708, -0.0811, -0.0628, -0.0628, -0.1073, -0.1199, -0.0982, -0.1638, -0.1313, -0.0228, -0.0519, -0.0594, -0.1096, -0.1005, -0.1604, -0.0845, -0.1353, -0.2226, -0.1832, -0.2032, -0.1946, -0.2175, -0.1963, -0.1358, -0.1387, -0.1627, -0.1644, -0.2003, -0.1501, -0.1507, -0.0936, -0.1809, -0.2155, -0.3142, -0.2654, -0.2785, -0.2683, -0.2683, -0.238, -0.2003, -0.1199, -0.0662, -0.0565, 0.0137, 0.0531, 0.0274, -0.0103, 0.1056, 0.101, 0.0297, 0.1096, 0.0668, 0.0388, 0.0365, -0.0148, -0.0342, 0.0126, -0.0274, 0.0211, 0.2614, 0.2506, 0.1807, 0.1729, 0.1575, 0.145, 0.2123, 0.2723, 0.1604, 0.0913, 0.0731, 0.1119]}
{"unit_id": "orig:2008911943675892149", "ticker_idx": 0, "ts": "2026-01-07T14:41:45+00:00", "symbol": "FSLR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Jefferies downgrades rating to \"hold\" from \"buy\"; cuts PT to $260 from $269", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares Jefferies downgrade of FSLR to Hold, PT cut to $260 on limited booking visibility, project cancellations, and tariff headwinds into 2026.", "resolved_tickers": ["FSLR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "original", "lang": "en", "tweet_text": "$FSLR OBLITERATED\n\nJefferies downgrades rating to \"hold\" from \"buy\"; cuts PT to $260 from $269\n\n** \"We are cautious on FSLR in 2026 due to limited booking visibility and emerging strategic questions,\" says Jefferies\n\n** Analysts remain more cautious in the near term due to recent project cancellations and lag in translation of policy tailwinds into higher pricing for FSLR\n\n** Brokerage expects tariff-related margin and volume impact to international facilities to remain a \"pain point\"\n\n** Thirty-four of 41 brokerages rate the stock \"buy\" or higher, six \"hold\" and one \"sell\"; median PT is $284.50- data compiled by LESG\n\n** In 2025, FSLR rose 48.2%", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11476088963087738, "ret_signed_m1d": -0.11476088963087738, "alpha_spy_m1d": -0.11152705336213531, "alpha_c_m1d": -0.11152705336213531, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021359520067386395, "ret_signed_p1d": -0.021359520067386395, "alpha_spy_p1d": -0.02146104738165966, "alpha_c_p1d": -0.02146104738165966, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": -0.019327293145505964, "ret_signed_p1w": 0.019327293145505964, "alpha_spy_p1w": 0.020458330561569094, "alpha_c_p1w": 0.020458330561569094, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.0011310374160631298, "ret_p1m": -0.027995520645816785, "ret_signed_p1m": 0.027995520645816785, "alpha_spy_p1m": 0.010651612217937423, "alpha_c_p1m": 0.010651612217937423, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.017343908427879362, "ret_p3m": -0.1888764181114504, "ret_signed_p3m": 0.1888764181114504, "alpha_spy_p3m": 0.14703871143640768, "alpha_c_p3m": 0.14703871143640768, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.04183770667504272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1888764181114504, "alpha_spy_stated": 0.14703871143640768, "alpha_c_stated": 0.14703871143640768, "price_path": [-0.063, -0.062, -0.0692, 0.0136, -0.0138, -0.0384, -0.0502, -0.0591, -0.0736, -0.0502, 0.0012, 0.0273, -0.0063, 0.0025, -0.0312, 0.1071, 0.102, 0.0895, 0.1505, 0.128, 0.11, 0.1308, 0.0956, 0.1095, 0.0642, 0.0496, 0.0516, 0.046, 0.0446, 0.0196, 0.0365, 0.0777, 0.0798, 0.129, 0.129, 0.1319, 0.093, 0.089, 0.062, 0.0671, 0.0684, 0.0613, 0.0511, 0.0876, 0.1316, 0.0568, 0.0613, 0.0722, 0.0536, 0.0858, 0.1073, 0.1803, 0.1173, 0.129, 0.129, 0.1185, 0.1126, 0.0962, 0.0834, 0.0834, 0.1378, 0.1281, 0.1148, 0.0, 0.0214, -0.0102, -0.0136, 0.001, -0.0193, 0.0105, 0.0109, 0.0109, 0.0041, 0.0108, -0.0059, 0.0043, 0.0077, -0.0251, 0.0344, -0.0709, -0.0647, -0.0438, -0.0086, -0.0126, -0.028, -0.0928, -0.0787, -0.0617, -0.0555, -0.0857, -0.0641, -0.0641, -0.0625, -0.0105, -0.0324, 0.0032, 0.0043, 0.0087, -0.1285, -0.1701, -0.1821, -0.1711, -0.1807, -0.1818, -0.2045, -0.2153, -0.1897, -0.1796, -0.1695, -0.1806, -0.1868, -0.1727, -0.1688, -0.1796, -0.172, -0.2003, -0.2123, -0.2002, -0.1974, -0.2293, -0.2108, -0.234, -0.1819, -0.1729, -0.1899, -0.1899, -0.1889, -0.2024, -0.1673, -0.1819, -0.1561, -0.1691, -0.168, -0.1904, -0.2051, -0.2102, -0.2017, -0.226, -0.2173, -0.1863, -0.1964, -0.181, -0.1877, -0.2094, -0.1627, -0.1219, -0.1233, -0.0901, -0.0958, -0.1101, -0.0878, -0.0325, -0.0541, -0.027, -0.0394, -0.0321, -0.031, -0.0805, -0.0135, 0.0322, 0.0694, 0.0694, 0.1196, 0.135, 0.2583, 0.2724, 0.2567, 0.2899, 0.3199, 0.3063, 0.1572, 0.1422, 0.0874, 0.0338, 0.1247, 0.1087, 0.1344, 0.0964, 0.0568, 0.0688, 0.0688, 0.0912, 0.0337, 0.0301, 0.0312, -0.0085, null, null, null, null]}
{"unit_id": "orig:2029927482992865629", "ticker_idx": 0, "ts": "2026-03-06T14:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is quietly becoming a national defense prime contractor. Already tracking $170-180M revenue target for 2026 → Backlog up 180% in 6 weeks to $65.3M", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish ONDS: defense prime contractor thesis, $170-180M 2026 revenue target, backlog up 180% in 6 weeks; NATO/APAC/Israel contracts active.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$ONDS is quietly becoming a national defense prime contractor.  \n\nThis week alone:  \n🤖 $20M purchase order for an autonomous border protection program \n📊 Thousands of drones, AI command-and-control, multi-year phased deployment \n💵 Already tracking $170-180M revenue target for 2026 → Backlog up 180% in 6 weeks to $65.3M \n 🇮🇱 NATO, European airports, APAC defense, Israel-Syria demining - all active  \n\nThis was Layer 1 of my drone economy report. But there's a lot more to dig into.  Earnings March 18. \n\n✅ Full $ONDS deep dive coming this weekend.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06714138886414966, "ret_signed_m1d": 0.06714138886414966, "alpha_spy_m1d": 0.05386018042895424, "alpha_c_m1d": 0.05386018042895424, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.013281208435195424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011190199138452761, "ret_signed_p1d": -0.011190199138452761, "alpha_spy_p1d": -0.01995016066076538, "alpha_c_p1d": -0.01995016066076538, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.00875996152231262, "ret_p1w": 0.03357069443207483, "ret_signed_p1w": 0.03357069443207483, "alpha_spy_p1w": 0.048577029050887566, "alpha_c_p1w": 0.048577029050887566, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.015006334618812733, "ret_p1m": -0.03153605985232888, "ret_signed_p1m": -0.03153605985232888, "alpha_spy_p1m": -0.014208963279666587, "alpha_c_p1m": -0.014208963279666587, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.017327096572662293, "ret_p3m": 0.18107830587857277, "ret_signed_p3m": 0.18107830587857277, "alpha_spy_p3m": 0.0562681094556543, "alpha_c_p3m": 0.0562681094556543, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.12481019642291846, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03153605985232888, "alpha_spy_stated": -0.014208963279666587, "alpha_c_stated": -0.014208963279666587, "price_path": [-0.061, -0.1531, -0.0824, -0.1099, -0.2177, -0.177, -0.2503, -0.2065, -0.0621, -0.057, -0.0885, -0.0712, -0.0712, -0.1373, -0.1394, -0.0855, -0.0071, -0.0071, 0.1211, 0.2747, 0.3062, 0.2391, 0.4252, 0.3927, 0.3418, 0.413, 0.3795, 0.3042, 0.237, 0.237, 0.3357, 0.2767, 0.2838, 0.238, 0.1353, 0.2472, 0.2482, 0.1465, 0.0539, 0.0824, 0.1577, -0.0153, -0.1373, -0.0142, 0.0519, -0.0153, -0.061, -0.0875, -0.0529, -0.0529, 0.0224, 0.1261, 0.1587, 0.0203, 0.0366, 0.058, 0.0478, 0.0631, 0.0254, 0.0855, 0.0193, 0.0692, 0.0671, 0.0, -0.0112, 0.0183, 0.0, 0.0509, 0.0336, 0.0712, 0.1475, 0.1017, 0.0936, 0.0234, 0.1089, 0.0865, 0.0488, -0.0397, -0.1048, -0.1709, -0.0804, -0.1038, -0.0234, -0.0234, -0.0315, -0.0305, -0.0387, -0.0702, -0.0712, -0.0366, -0.0437, 0.0203, 0.0376, 0.0173, 0.0916, 0.1058, 0.1251, 0.0722, 0.0732, 0.1139, 0.0661, -0.0346, 0.0214, 0.0498, -0.0102, -0.0509, -0.0498, -0.0956, -0.0783, -0.0417, -0.0804, -0.0987, 0.1404, 0.0804, -0.0132, -0.0717, -0.0478, -0.0661, -0.0783, -0.0783, -0.0061, 0.0987, 0.3479, 0.3449, 0.3693, 0.3815, 0.1811, 0.2177, 0.061, 0.0478, -0.0183, -0.0529, 0.0, -0.0509, -0.0326, -0.0631, -0.0722, -0.057, -0.057, -0.0956, -0.1322, -0.2187, -0.2192, -0.2035, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056676686360436986", "ticker_idx": 0, "ts": "2026-05-19T10:01:47+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A beat and raise doesn't move the stock anymore. $NVDA has been a consensus crowded trade for 18 months. The next leg needs a genuinely new buyer. I don't see one yet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Skeptical NVDA can sustain upward momentum; crowded trade, sovereign AI and neoclouds exhausted, no new buyers visible yet.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "It is essential that Vera Rubin delivers a non-CSP story tomorrow at earnings.\n\nHSBC are being polite about it but the read is clear in this analysis.\n\n->Sovereign AI is exhausted\n-> Neoclouds are exhausted\n\nA beat and raise doesn't move the stock anymore.\n\n$NVDA has been a consensus crowded trade for 18 months. The next leg needs a genuinely new buyer. \n\nI don't see one yet but I'm not going to doubt Jensen's ability to pull something out of the bag.", "reply_text": null, "parent_text": "HSBC Raises $NVDA PT to $325 from $295 - Buy; ER Preview\n\nAnalyst comments: \"At its upcoming 1QFY27 results announcement on May 20, we expect NVIDIA to report 1QFY27 revenue of USD81.1 billion, 4%/3% higher than management guidance and Visible Alpha consensus estimates of USD78.0", "quoted_text": null, "parent_author": "wallstengine", "ret_m1d": 0.007751297584264183, "ret_signed_m1d": -0.007751297584264183, "alpha_spy_m1d": -0.001045845904098286, "alpha_c_m1d": -0.0037069724812961447, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012964070657941695, "ret_signed_p1d": -0.012964070657941695, "alpha_spy_p1d": -0.002715076075378242, "alpha_c_p1d": 0.025090106736946893, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": -0.02606407310928427, "ret_signed_p1w": 0.02606407310928427, "alpha_spy_p1w": 0.049042600685435644, "alpha_c_p1w": 0.1330204491767626, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": -0.07126371418841237, "ret_signed_p1m": 0.07126371418841237, "alpha_spy_p1m": 0.08111748059863799, "alpha_c_p1m": 0.2183516351725957, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.14708792098418333, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07126371418841237, "alpha_spy_stated": 0.08111748059863799, "alpha_c_stated": 0.2183516351725957, "price_path": [-0.1483, -0.1396, -0.1318, -0.1259, -0.1136, -0.162, -0.1969, -0.1729, -0.1839, -0.1703, -0.169, -0.194, -0.1721, -0.1625, -0.1567, -0.1698, -0.1829, -0.1695, -0.1753, -0.1823, -0.1906, -0.2172, -0.2038, -0.2058, -0.1901, -0.2238, -0.2407, -0.2513, -0.2095, -0.2033, -0.1959, -0.1959, -0.1948, -0.1927, -0.1747, -0.1664, -0.145, -0.1419, -0.1092, -0.0985, -0.1009, -0.0858, -0.0841, -0.094, -0.0821, -0.0951, -0.0559, -0.0181, -0.0337, -0.0515, -0.0954, -0.1004, -0.1003, -0.1093, -0.0579, -0.0413, -0.0245, -0.0053, 0.0008, 0.0237, 0.0686, 0.0213, 0.0078, 0.0, 0.013, -0.005, -0.0239, -0.0239, -0.0261, -0.0363, -0.0288, -0.0429, 0.017, 0.01, -0.0266, -0.0077, -0.0692, -0.0532, -0.0552, -0.0905, -0.0703, -0.0688, -0.0359, -0.0587, -0.0713, -0.0439, -0.0439, -0.0531, -0.0922, -0.0969, -0.1117, -0.1263, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2024234216121340274", "ticker_idx": 0, "ts": "2026-02-18T21:27:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still undervalued IMO. $ONDS BULLISH.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS on counter-drone tech moat (Sentrycs Cyber-over-RF) and international contract wins; still undervalued after hitting $10.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Yesterday I posted the $ONDS catalyst stack.\n\nThousands of you saw it. Here's what most people missed:\n\nSentrycs — their counter-drone subsidiary — uses \"Cyber over RF.\"\n\n It doesn't jam drones. It takes control of them.\n\nThat's why Germany just signed. That's why Asia-Pacific signed. That's why Israel signed.\n\nThe technology is the moat. The market sees this. Hence we hit $10 yesterday.\n\nStill undervalued IMO. $ONDS BULLISH.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028094876106490307, "ret_signed_m1d": -0.028094876106490307, "alpha_spy_m1d": -0.030739194407901627, "alpha_c_m1d": -0.030739194407901627, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": 0.002644318301411319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11940303506214078, "ret_signed_p1d": -0.11940303506214078, "alpha_spy_p1d": -0.12663488435123715, "alpha_c_p1d": -0.12663488435123715, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.00723184928909637, "ret_p1w": -0.08252857820225445, "ret_signed_p1w": -0.08252857820225445, "alpha_spy_p1w": -0.08957038224085956, "alpha_c_p1w": -0.08957038224085956, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.007041804038605104, "ret_p1m": -0.1167690854799448, "ret_signed_p1m": -0.1167690854799448, "alpha_spy_p1m": -0.06689368165619847, "alpha_c_p1m": -0.06689368165619847, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.049875403823746334, "ret_p3m": -0.1988586720851665, "ret_signed_p3m": -0.1988586720851665, "alpha_spy_p3m": -0.2737386522344022, "alpha_c_p3m": -0.2737386522344022, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": 0.07487998014923569, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1167690854799448, "alpha_spy_stated": -0.06689368165619847, "alpha_c_stated": -0.06689368165619847, "price_path": [-0.2344, -0.259, -0.2766, -0.2766, -0.3064, -0.3345, -0.2915, -0.2169, -0.1932, -0.2037, -0.2081, -0.1896, -0.2691, -0.2081, -0.2318, -0.3248, -0.2897, -0.3529, -0.3152, -0.1905, -0.1861, -0.2133, -0.1984, -0.1984, -0.2555, -0.2572, -0.2107, -0.1431, -0.1431, -0.0325, 0.1001, 0.1273, 0.0694, 0.23, 0.2019, 0.158, 0.2195, 0.1905, 0.1255, 0.0676, 0.0676, 0.1528, 0.1018, 0.108, 0.0685, -0.0202, 0.0764, 0.0773, -0.0105, -0.0904, -0.0658, -0.0009, -0.1501, -0.2555, -0.1493, -0.0922, -0.1501, -0.1896, -0.2125, -0.1826, -0.1826, -0.1176, -0.0281, 0.0, -0.1194, -0.1054, -0.0869, -0.0957, -0.0825, -0.115, -0.0632, -0.1203, -0.0773, -0.079, -0.137, -0.1466, -0.1212, -0.137, -0.0931, -0.108, -0.0755, -0.0097, -0.0492, -0.0562, -0.1168, -0.043, -0.0623, -0.0948, -0.1712, -0.2274, -0.2845, -0.2063, -0.2265, -0.1572, -0.1572, -0.1642, -0.1633, -0.1703, -0.1975, -0.1984, -0.1686, -0.1747, -0.1194, -0.1045, -0.122, -0.0579, -0.0457, -0.029, -0.0746, -0.0737, -0.0386, -0.0799, -0.1668, -0.1185, -0.0939, -0.1457, -0.1809, -0.18, -0.2195, -0.2046, -0.173, -0.2063, -0.2221, -0.0158, -0.0676, -0.1484, -0.1989, -0.1782, -0.194, -0.2046, -0.2046, -0.1422, -0.0518, 0.1633, 0.1607, 0.1817, 0.1923, 0.0193, 0.0509, -0.0843, -0.0957, -0.1528, -0.1826, -0.137, -0.1809, -0.1651, -0.1914, -0.1993, -0.1861, -0.1861, -0.2195, -0.2511, -0.3257, -0.3262, -0.3126, null, null, null, null, null, null, null, null, null, null, null, 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:2031724122540032366", "ticker_idx": 0, "ts": "2026-03-11T13:29:13+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The acquisition of BIRD Aerosystems is a transformative milestone for $ONDS, marking its official entry into the high-stakes airborne missile protection and ISR markets.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS: BIRD acquisition transforms it from speculative drone co to defense powerhouse with multi-domain capabilities, $1B war chest, and massive revenue catalyst.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "The acquisition of BIRD Aerosystems is a transformative milestone for $ONDS, marking its official entry into the high-stakes airborne missile protection and ISR (Intelligence, Surveillance, and Reconnaissance) markets.\n\nHere is the AI breakdown of why this is a massive win for the company and its shareholders:\n\n🚁 1. Massive Expansion of Footprint\nBIRD Aerosystems isn't a startup; it’s a global leader with systems installed on over 700 aircraft across 40+ different types. For $ONDS, this isn't just \"buying tech\"—it’s buying an established, worldwide installation base and a reputation for protecting heads of state and military personnel.\n\n🛡️ 2. Owning the \"Kill Chain\"\nOndas has been systematically acquiring the components needed to become a Defense Prime. While their Airobotics and Iron Drone units handle autonomous ground and low-altitude threats, BIRD brings:\n• AMPS (Airborne Missile Protection Systems): Industry-leading DIRCM (Directional Infrared Counter Measures) technology.\n• ASIO ISR: Advanced intelligence and surveillance sensors for manned and unmanned platforms.\n• Strategic Synergy: This creates a \"multi-domain\" defense shield, allowing Ondas to offer protection from the ground to the stratosphere.\n\n💰 3. Financial Scale & Revenue Catalysts\nThis news comes immediately on the heels of the $175M Mistral merger. Together, these moves represent a radical shift in Ondas' revenue profile:\n• The \"Mistral Factor\": Analyst estimates suggest the Mistral deal alone could add $100M+ to the previous 2026 revenue guidance of $170M–$180M.\n• Direct Access: Through Mistral (a U.S. Prime Contractor) and now BIRD, Ondas can bid on massive, multi-year Department of Defense (DoD) and international defense contracts that were previously out of reach.\n\n🚀 4. The $1 Billion War Chest\nThe significance of this acquisition is amplified by Ondas' recent $1 billion capital raise (January 2026). Unlike many small-cap tech companies, $ONDS is \"heavily capitalized,\" allowing it to swallow industry leaders like BIRD and Mistral without breaking its balance sheet.\n\n📈 The Big Picture for Investors\nFor $ONDS, the narrative has shifted from \"speculative drone company\" to \"Burgeoning Defense Powerhouse.\" By integrating BIRD's missile-warning sensors and DIRCM tech into its autonomous ecosystem, Ondas is positioning itself as one of the few providers capable of delivering a unified, AI-driven defense architecture for the modern era of warfare.\n\nSummary: The BIRD acquisition is the \"airborne\" piece of the puzzle that makes Ondas a true top-to-bottom player in the global defense market.", "reply_text": null, "parent_text": null, "quoted_text": "Ondas acquired BIRD Aerosystems, adding airborne missile protection and ISR technologies deployed on 700+ aircraft across 40+ aircraft types supporting global defense operators. $ONDS\n\nhttps://t.co/V9JZJM70gW", "parent_author": null, "ret_m1d": 0.018311323150846937, "ret_signed_m1d": 0.018311323150846937, "alpha_spy_m1d": 0.017054611259668784, "alpha_c_m1d": 0.017054611259668784, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0012567118911781527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05086470029304868, "ret_signed_p1d": 0.05086470029304868, "alpha_spy_p1d": 0.06604966656405187, "alpha_c_p1d": 0.06604966656405187, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.015184966271003186, "ret_p1w": 0.10172940058609736, "ret_signed_p1w": 0.10172940058609736, "alpha_spy_p1w": 0.12376014430242455, "alpha_c_p1w": 0.12376014430242455, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.022030743716327184, "ret_p1m": -0.07019324371705193, "ret_signed_p1m": -0.07019324371705193, "alpha_spy_p1m": -0.07823186320289055, "alpha_c_p1m": -0.07823186320289055, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.008038619485838616, "ret_p3m": 0.0478128454401463, "ret_signed_p3m": 0.0478128454401463, "alpha_spy_p3m": -0.04815913529184401, "alpha_c_p3m": -0.04815913529184401, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.09597198073199031, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07019324371705193, "alpha_spy_stated": -0.07823186320289055, "alpha_c_stated": -0.07823186320289055, "price_path": [-0.1099, -0.2177, -0.177, -0.2503, -0.2065, -0.0621, -0.057, -0.0885, -0.0712, -0.0712, -0.1373, -0.1394, -0.0855, -0.0071, -0.0071, 0.1211, 0.2747, 0.3062, 0.2391, 0.4252, 0.3927, 0.3418, 0.413, 0.3795, 0.3042, 0.237, 0.237, 0.3357, 0.2767, 0.2838, 0.238, 0.1353, 0.2472, 0.2482, 0.1465, 0.0539, 0.0824, 0.1577, -0.0153, -0.1373, -0.0142, 0.0519, -0.0153, -0.061, -0.0875, -0.0529, -0.0529, 0.0224, 0.1261, 0.1587, 0.0203, 0.0366, 0.058, 0.0478, 0.0631, 0.0254, 0.0855, 0.0193, 0.0692, 0.0671, 0.0, -0.0112, 0.0183, 0.0, 0.0509, 0.0336, 0.0712, 0.1475, 0.1017, 0.0936, 0.0234, 0.1089, 0.0865, 0.0488, -0.0397, -0.1048, -0.1709, -0.0804, -0.1038, -0.0234, -0.0234, -0.0315, -0.0305, -0.0387, -0.0702, -0.0712, -0.0366, -0.0437, 0.0203, 0.0376, 0.0173, 0.0916, 0.1058, 0.1251, 0.0722, 0.0732, 0.1139, 0.0661, -0.0346, 0.0214, 0.0498, -0.0102, -0.0509, -0.0498, -0.0956, -0.0783, -0.0417, -0.0804, -0.0987, 0.1404, 0.0804, -0.0132, -0.0717, -0.0478, -0.0661, -0.0783, -0.0783, -0.0061, 0.0987, 0.3479, 0.3449, 0.3693, 0.3815, 0.1811, 0.2177, 0.061, 0.0478, -0.0183, -0.0529, 0.0, -0.0509, -0.0326, -0.0631, -0.0722, -0.057, -0.057, -0.0956, -0.1322, -0.2187, -0.2192, -0.2035, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023047889363034163", "ticker_idx": 0, "ts": "2026-02-15T14:52:57+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We're going HIGHER.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long ONDS; author's investment thesis concludes price is going higher.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "My investment thesis for $ONDS.\n\nHint: We're going HIGHER.\n\nhttps://t.co/S3G1sSwYA6", "reply_text": null, "parent_text": null, "quoted_text": "THE ULTIMATE $ONDS INVESTMENT REPORT\n\n$ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand, here's all you need to know.\n\n1. The Business Model: How They Make Money\n\nOndas operates two segments, with one driving nearly all revenue. Ondas https://t.co/sHorpHuV6M", "parent_author": null, "ret_m1d": -0.07363181662427953, "ret_signed_m1d": -0.07363181662427953, "alpha_spy_m1d": -0.0720209327390221, "alpha_c_m1d": -0.0720209327390221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1014924860429054, "ret_signed_p1d": 0.1014924860429054, "alpha_spy_p1d": 0.09645477849232864, "alpha_c_p1d": 0.09645477849232864, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.03482581305004118, "ret_signed_p1w": 0.03482581305004118, "alpha_spy_p1w": 0.02823580901272238, "alpha_c_p1w": 0.02823580901272238, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.0776119122555119, "ret_signed_p1m": 0.0776119122555119, "alpha_spy_p1m": 0.10898043211407904, "alpha_c_p1m": 0.10898043211407904, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.05671638646830113, "ret_signed_p3m": 0.05671638646830113, "alpha_spy_p3m": -0.028717788837236302, "alpha_c_p3m": -0.028717788837236302, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0776119122555119, "alpha_spy_stated": 0.10898043211407904, "alpha_c_stated": 0.10898043211407904, "price_path": [-0.3761, -0.3299, -0.1323, -0.1602, -0.1801, -0.1801, -0.2139, -0.2458, -0.197, -0.1124, -0.0856, -0.0975, -0.1025, -0.0816, -0.1716, -0.1025, -0.1294, -0.2348, -0.195, -0.2667, -0.2239, -0.0826, -0.0776, -0.1085, -0.0915, -0.0915, -0.1562, -0.1582, -0.1055, -0.0289, -0.0289, 0.0965, 0.2468, 0.2776, 0.2119, 0.394, 0.3622, 0.3124, 0.3821, 0.3493, 0.2756, 0.21, 0.21, 0.3065, 0.2488, 0.2557, 0.2109, 0.1104, 0.2199, 0.2209, 0.1214, 0.0308, 0.0587, 0.1323, -0.0368, -0.1562, -0.0358, 0.0289, -0.0368, -0.0816, -0.1075, -0.0736, -0.0736, 0.0, 0.1015, 0.1333, -0.002, 0.0139, 0.0348, 0.0249, 0.0398, 0.003, 0.0617, -0.003, 0.0458, 0.0438, -0.0219, -0.0328, -0.004, -0.0219, 0.0279, 0.0109, 0.0478, 0.1224, 0.0776, 0.0697, 0.001, 0.0846, 0.0627, 0.0259, -0.0607, -0.1244, -0.1891, -0.1005, -0.1234, -0.0448, -0.0448, -0.0527, -0.0517, -0.0597, -0.0905, -0.0915, -0.0577, -0.0647, -0.002, 0.0149, -0.005, 0.0677, 0.0816, 0.1005, 0.0488, 0.0498, 0.0896, 0.0428, -0.0557, -0.001, 0.0269, -0.0318, -0.0716, -0.0706, -0.1154, -0.0985, -0.0627, -0.1005, -0.1184, 0.1154, 0.0567, -0.0348, -0.092, -0.0687, -0.0866, -0.0985, -0.0985, -0.0279, 0.0746, 0.3184, 0.3154, 0.3393, 0.3512, 0.1552, 0.191, 0.0378, 0.0249, -0.0398, -0.0736, -0.0219, -0.0716, -0.0537, -0.0836, -0.0925, -0.0776, -0.0776, -0.1154, -0.1512, -0.2358, -0.2363, -0.2209, null, null, null, null, null, null, null, null, null, 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:2041508795818655746", "ticker_idx": 0, "ts": "2026-04-07T13:30:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just need to smash through those shorts soon. The chart isn't looking bad either... save this info for later.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS on string of large contract wins and doubled revenue guidance; expects short squeeze.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$ONDS just landed another $50M+ contract win.  Let me put this in context:  \n\n📋 Feb: $30M demining tender won\n📋Mar: $15.8M initial order secured \n📋 Today: Second $50M+ tender — Israel's $1.7B Eastern Border Security Barrier \n📋 Apr 1: World View acquisition closed \n📋 Mar 23: ONBERG JV announced \n📋 Revenue guidance: $375M+ (was $170-180M)  \n\nStill ended the day down 1% 🔴. \n\nJust need to smash through those shorts soon.\n\nThe chart isn't looking bad either... save this info for later.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0010492419189609414, "ret_signed_m1d": -0.0010492419189609414, "alpha_spy_m1d": -0.0006094348696837892, "alpha_c_m1d": -0.0006094348696837892, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.0004398070492771522, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00839453577624738, "ret_signed_p1d": -0.00839453577624738, "alpha_spy_p1d": -0.0338641722884383, "alpha_c_p1d": -0.0338641722884383, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.02546963651219092, "ret_p1w": -0.013641145654092024, "ret_signed_p1w": -0.013641145654092024, "alpha_spy_p1w": -0.06709840221977637, "alpha_c_p1w": -0.06709840221977637, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.05345725656568434, "ret_p1m": -0.019936997450897498, "ret_signed_p1m": -0.019936997450897498, "alpha_spy_p1m": -0.13311630115966466, "alpha_c_p1m": -0.13311630115966466, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.11317930370876716, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019936997450897498, "alpha_spy_stated": -0.13311630115966466, "alpha_c_stated": -0.13311630115966466, "price_path": [0.4701, 0.4365, 0.3841, 0.4575, 0.4229, 0.3452, 0.276, 0.276, 0.3778, 0.3169, 0.3242, 0.277, 0.171, 0.2865, 0.2875, 0.1826, 0.0871, 0.1165, 0.1941, 0.0157, -0.1102, 0.0168, 0.085, 0.0157, -0.0315, -0.0588, -0.0231, -0.0231, 0.0546, 0.1616, 0.1952, 0.0525, 0.0693, 0.0913, 0.0808, 0.0965, 0.0577, 0.1196, 0.0514, 0.1028, 0.1007, 0.0315, 0.0199, 0.0504, 0.0315, 0.0839, 0.0661, 0.1049, 0.1836, 0.1364, 0.128, 0.0556, 0.1438, 0.1207, 0.0818, -0.0094, -0.0766, -0.1448, -0.0514, -0.0756, 0.0073, 0.0073, -0.001, 0.0, -0.0084, -0.0409, -0.042, -0.0063, -0.0136, 0.0525, 0.0703, 0.0493, 0.1259, 0.1406, 0.1605, 0.106, 0.107, 0.149, 0.0997, -0.0042, 0.0535, 0.0829, 0.021, -0.021, -0.0199, -0.0672, -0.0493, -0.0115, -0.0514, -0.0703, 0.1763, 0.1144, 0.0178, -0.0425, -0.0178, -0.0367, -0.0493, -0.0493, 0.0252, 0.1333, 0.3903, 0.3872, 0.4124, 0.425, 0.2183, 0.256, 0.0944, 0.0808, 0.0126, -0.0231, 0.0315, -0.021, -0.0021, -0.0336, -0.043, -0.0273, -0.0273, -0.0672, -0.1049, -0.1941, -0.1946, -0.1784, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1999048127043752371", "ticker_idx": 0, "ts": "2025-12-11T09:26:28+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Today may be the day I join… This raise is nothing but positive in the long term", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author sees a capital raise as a long-term positive and signals imminent entry into $TE.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Morning $TE gang!\n\nLooks like I finally got the entry I wanted🤯😁.\n\nThis raise is nothing but positive in the long term, signifying a team who understand that they need to grow FAST.\n\nToday may be the day I join…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04770020703018818, "ret_signed_m1d": 0.04770020703018818, "alpha_spy_m1d": 0.05002175095423145, "alpha_c_m1d": 0.058288018926634155, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.010587811896445976, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08858602914214309, "ret_signed_p1d": -0.08858602914214309, "alpha_spy_p1d": -0.0778339535668604, "alpha_c_p1d": -0.08230945714970617, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": -0.006276571992436919, "ret_p1w": 0.025553679436425503, "ret_signed_p1w": 0.025553679436425503, "alpha_spy_p1w": 0.04398172684457058, "alpha_c_p1w": 0.045841585949852215, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.020287906513426712, "ret_p1m": 0.1822828266647345, "ret_signed_p1m": 0.1822828266647345, "alpha_spy_p1m": 0.17219690685810174, "alpha_c_p1m": 0.152138887069714, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.030143939595020486, "ret_p3m": 0.35945488494902067, "ret_signed_p3m": 0.35945488494902067, "alpha_spy_p3m": 0.3739491307383537, "alpha_c_p3m": 0.2778450066864133, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.08160987826260735, "ret_p6m": 0.6064736778572579, "ret_signed_p6m": 0.6064736778572579, "alpha_spy_p6m": 0.5301795541905294, "alpha_c_p6m": 0.49528584441437085, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.11118783344288707, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1822828266647345, "alpha_spy_stated": 0.17219690685810174, "alpha_c_stated": 0.152138887069714, "price_path": [-0.6968, -0.7019, -0.6985, -0.6831, -0.6678, -0.6542, -0.6865, -0.6252, -0.6133, -0.6252, -0.6031, -0.6286, -0.5928, -0.598, -0.569, -0.523, -0.5128, -0.5009, -0.3475, -0.3799, -0.4037, -0.3169, -0.1073, -0.201, -0.2641, -0.1891, -0.2368, -0.2998, -0.368, -0.4089, -0.3475, -0.3697, -0.3867, -0.3799, -0.3663, -0.4174, -0.3731, -0.3032, -0.3731, -0.3509, -0.2334, -0.2487, -0.3441, -0.4055, -0.4276, -0.4583, -0.4787, -0.5077, -0.5366, -0.5366, -0.4651, -0.4395, -0.3458, -0.3458, -0.2981, -0.2385, -0.1925, -0.23, -0.1295, -0.0068, 0.0256, 0.1465, 0.0477, 0.0, -0.0886, -0.138, -0.0733, -0.0767, 0.0256, 0.0954, 0.2436, 0.2112, 0.201, 0.201, 0.1584, 0.0937, 0.1073, 0.138, 0.138, 0.3356, 0.3969, 0.3032, 0.2402, 0.1601, 0.1823, 0.2283, 0.339, 0.339, 0.2624, 0.3918, 0.3918, 0.4106, 0.3322, 0.4259, 0.448, 0.3867, 0.5537, 0.6167, 0.5128, 0.4191, 0.4753, 0.5486, 0.3169, 0.2385, 0.4089, 0.3015, 0.2794, 0.167, 0.0579, 0.0426, 0.0426, 0.0971, 0.1005, 0.075, 0.0579, 0.0716, 0.2078, 0.23, 0.2419, 0.0494, 0.1652, 0.109, 0.2095, 0.1601, 0.1448, 0.2198, 0.3595, 0.3867, 0.3186, 0.2981, 0.3152, 0.3271, 0.2487, 0.3135, 0.1244, 0.1652, 0.1261, 0.138, 0.0698, -0.0187, -0.0426, -0.2521, -0.2368, -0.2862, -0.2862, -0.3101, -0.3305, -0.2896, -0.2879, -0.201, -0.1295, -0.1721, -0.0903, -0.1499, -0.1431, -0.1516, -0.1329, -0.0818, -0.0818, -0.0988, -0.0954, -0.1652, -0.167, -0.1823, -0.1227, -0.1312, -0.0903, -0.1022, -0.1227, 0.0494, 0.029, -0.0034, -0.0443, -0.0239, -0.0341, 0.1925, 0.1721, 0.4821, 0.4855, 0.3765, 0.3765, 0.7802, 0.8671, 0.8433, 0.799, 0.7734, 1.0511, 0.9591, 0.9864, 0.6065]}
{"unit_id": "orig:1991570794162380996", "ticker_idx": 0, "ts": "2025-11-20T18:14:13+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 past 250k mate, it's going to a million and beyond", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish BTC; price target $1M+, well above $250K.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "@CycloneInvest @Leo_Traydes Bitcoin is going past 250k mate, it’s going to a million and beyond.\n\nBitcoin ≠ Crypto", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.055800390354916685, "ret_signed_m1d": 0.055800390354916685, "alpha_spy_m1d": 0.040322241576141726, "alpha_c_m1d": 0.040322241576141726, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.015478148778774958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017790340109098413, "ret_signed_p1d": -0.017790340109098413, "alpha_spy_p1d": -0.027751478278063457, "alpha_c_p1d": -0.027751478278063457, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.009961138168965045, "ret_p1w": 0.05371550948819648, "ret_signed_p1w": 0.05371550948819648, "alpha_spy_p1w": 0.012108282391033676, "alpha_c_p1w": 0.012108282391033676, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.0416072270971628, "ret_p1m": 0.016985479962228878, "ret_signed_p1m": 0.016985479962228878, "alpha_spy_p1m": -0.029098317711795385, "alpha_c_p1m": -0.029098317711795385, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.04608379767402426, "ret_p3m": -0.22090800308741643, "ret_signed_p3m": -0.22090800308741643, "alpha_spy_p3m": -0.2704653728112527, "alpha_c_p3m": -0.2704653728112527, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.049557369723836286, "ret_p6m": -0.08733756141173099, "ret_signed_p6m": -0.08733756141173099, "alpha_spy_p6m": -0.22656299945377223, "alpha_c_p6m": -0.22656299945377223, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.13922543804204124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.016985479962228878, "alpha_spy_stated": -0.029098317711795385, "alpha_c_stated": -0.029098317711795385, "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": "orig:2031433655319744901", "ticker_idx": 0, "ts": "2026-03-10T18:15:00+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS just bought their distribution layer - Mistral. Prime contractor on $1B+ of DOD contracts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long full-stack drone companies ONDS, RKLB, AVAV as the only survivors with tech + distribution; most small-caps won't make it.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "The drone economy has 7 layers. I mapped them two weeks ago.  \n\nBut there's an 8th layer nobody talks about:  \n\nDistribution.  \n\nYou can build the best drone, the best battery, the best counter-drone system. But if you can't sell it to the DOD, none of it matters.  \n\n$ONDS just bought their distribution layer - Mistral. Prime contractor on $1B+ of DOD contracts.  \n\n$RKLB built theirs organically - $1B+ backlog.  \n\n$AVAV has had it for decades - incumbent advantage.\n\nMost small-cap drone companies will never solve distribution. That's why most of them won't survive.  \n\nThe companies that own the full stack — technology AND distribution — are the ones that compound.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02897102449771094, "ret_signed_m1d": -0.02897102449771094, "alpha_spy_m1d": -0.030580626730060012, "alpha_c_m1d": -0.030580626730060012, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": 0.0016096022323490722, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01798204805794379, "ret_signed_p1d": -0.01798204805794379, "alpha_spy_p1d": -0.01672691350927802, "alpha_c_p1d": -0.01672691350927802, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0012551345486657706, "ret_p1w": 0.1268730744306108, "ret_signed_p1w": 0.1268730744306108, "alpha_spy_p1w": 0.13630932674310015, "alpha_c_p1w": 0.13630932674310015, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.009436252312489346, "ret_p1m": -0.05594409658462651, "ret_signed_p1m": -0.05594409658462651, "alpha_spy_p1m": -0.05694271323643463, "alpha_c_p1m": -0.05694271323643463, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.0009986166518081152, "ret_p3m": 0.04195804862043051, "ret_signed_p3m": 0.04195804862043051, "alpha_spy_p3m": -0.05016558340115784, "alpha_c_p3m": -0.05016558340115784, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.09212363202158835, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05594409658462651, "alpha_spy_stated": -0.05694271323643463, "alpha_c_stated": -0.05694271323643463, "price_path": [-0.0989, -0.1259, -0.2318, -0.1918, -0.2637, -0.2208, -0.0789, -0.0739, -0.1049, -0.0879, -0.0879, -0.1528, -0.1548, -0.1019, -0.025, -0.025, 0.1009, 0.2517, 0.2827, 0.2168, 0.3996, 0.3676, 0.3177, 0.3876, 0.3546, 0.2807, 0.2148, 0.2148, 0.3117, 0.2537, 0.2607, 0.2158, 0.1149, 0.2248, 0.2258, 0.1259, 0.035, 0.0629, 0.1369, -0.033, -0.1528, -0.032, 0.033, -0.033, -0.0779, -0.1039, -0.0699, -0.0699, 0.004, 0.1059, 0.1379, 0.002, 0.018, 0.039, 0.029, 0.044, 0.007, 0.0659, 0.001, 0.05, 0.048, -0.018, -0.029, 0.0, -0.018, 0.032, 0.015, 0.0519, 0.1269, 0.0819, 0.0739, 0.005, 0.0889, 0.0669, 0.03, -0.0569, -0.1209, -0.1858, -0.0969, -0.1199, -0.041, -0.041, -0.049, -0.048, -0.0559, -0.0869, -0.0879, -0.0539, -0.0609, 0.002, 0.019, -0.001, 0.0719, 0.0859, 0.1049, 0.0529, 0.0539, 0.0939, 0.047, -0.0519, 0.003, 0.031, -0.028, -0.0679, -0.0669, -0.1119, -0.0949, -0.0589, -0.0969, -0.1149, 0.1199, 0.0609, -0.031, -0.0884, -0.0649, -0.0829, -0.0949, -0.0949, -0.024, 0.0789, 0.3237, 0.3207, 0.3447, 0.3566, 0.1598, 0.1958, 0.042, 0.029, -0.036, -0.0699, -0.018, -0.0679, -0.05, -0.0799, -0.0889, -0.0739, -0.0739, -0.1119, -0.1479, -0.2328, -0.2333, -0.2178, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031433655319744901", "ticker_idx": 1, "ts": "2026-03-10T18:15:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB built theirs organically - $1B+ backlog", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long full-stack drone companies ONDS, RKLB, AVAV as the only survivors with tech + distribution; most small-caps won't make it.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The drone economy has 7 layers. I mapped them two weeks ago.  \n\nBut there's an 8th layer nobody talks about:  \n\nDistribution.  \n\nYou can build the best drone, the best battery, the best counter-drone system. But if you can't sell it to the DOD, none of it matters.  \n\n$ONDS just bought their distribution layer - Mistral. Prime contractor on $1B+ of DOD contracts.  \n\n$RKLB built theirs organically - $1B+ backlog.  \n\n$AVAV has had it for decades - incumbent advantage.\n\nMost small-cap drone companies will never solve distribution. That's why most of them won't survive.  \n\nThe companies that own the full stack — technology AND distribution — are the ones that compound.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03699409604625137, "ret_signed_m1d": 0.03699409604625137, "alpha_spy_m1d": 0.035384493813902296, "alpha_c_m1d": 0.03158302381020528, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": 0.005411072236046088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043957620279734044, "ret_signed_p1d": 0.043957620279734044, "alpha_spy_p1d": 0.045212754828399815, "alpha_c_p1d": 0.047074923332619534, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0031173030528854895, "ret_p1w": 0.14014211504347696, "ret_signed_p1w": 0.14014211504347696, "alpha_spy_p1w": 0.1495783673559663, "alpha_c_p1w": 0.16084558330476306, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.020703468261286107, "ret_p1m": 0.0021761428291715568, "ret_signed_p1m": 0.0021761428291715568, "alpha_spy_p1m": 0.0011775261773634416, "alpha_c_p1m": -0.00311096626741314, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.005287109096584697, "ret_p3m": 0.596982465453276, "ret_signed_p3m": 0.596982465453276, "alpha_spy_p3m": 0.5048588334316877, "alpha_c_p3m": 0.5696362329763771, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.027346232476898935, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0021761428291715568, "alpha_spy_stated": 0.0011775261773634416, "alpha_c_stated": -0.00311096626741314, "price_path": [-0.0783, -0.1079, -0.1961, -0.195, -0.2172, -0.1307, 0.0231, 0.1251, 0.1197, 0.1197, 0.1197, 0.025, 0.0173, 0.0221, 0.012, 0.012, 0.1024, 0.1336, 0.2481, 0.2198, 0.2053, 0.231, 0.2752, 0.2561, 0.3318, 0.3167, 0.3971, 0.3971, 0.2935, 0.274, 0.2764, 0.2897, 0.1676, 0.2622, 0.2849, 0.243, 0.1616, 0.0757, 0.179, 0.0606, -0.0379, 0.0492, 0.1002, 0.045, 0.01, -0.0424, -0.0216, -0.0216, 0.0139, 0.0796, 0.111, 0.028, 0.0186, 0.0151, 0.0184, 0.054, 0.0025, 0.0296, 0.0174, 0.0432, 0.0155, 0.0171, 0.037, 0.0, 0.044, -0.0081, -0.0075, 0.0345, 0.1401, 0.008, 0.0435, -0.0247, -0.0135, -0.0415, 0.0573, -0.0434, -0.1161, -0.1676, -0.0683, -0.0495, -0.0174, -0.0174, -0.0183, -0.0379, 0.0022, -0.0318, -0.0128, 0.0245, 0.0477, 0.0677, 0.2031, 0.2302, 0.2978, 0.2569, 0.3063, 0.2273, 0.156, 0.1938, 0.1401, 0.1174, 0.197, 0.1433, 0.1651, 0.1426, 0.2281, 0.14, 0.5301, 0.7025, 0.7055, 0.8011, 0.923, 0.8101, 0.9028, 0.8469, 0.9481, 0.82, 0.9695, 0.9695, 1.0775, 1.1795, 1.1475, 1.0815, 0.7756, 0.7891, 0.664, 0.7402, 0.597, 0.6488, 0.5701, 0.524, 0.6652, 0.4854, 0.5849, 0.5179, 0.5665, 0.5558, 0.5558, 0.455, 0.38, 0.2391, 0.1706, 0.2265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031433655319744901", "ticker_idx": 2, "ts": "2026-03-10T18:15:00+00:00", "symbol": "AVAV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVAV has had it for decades - incumbent advantage", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long full-stack drone companies ONDS, RKLB, AVAV as the only survivors with tech + distribution; most small-caps won't make it.", "resolved_tickers": ["AVAV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The drone economy has 7 layers. I mapped them two weeks ago.  \n\nBut there's an 8th layer nobody talks about:  \n\nDistribution.  \n\nYou can build the best drone, the best battery, the best counter-drone system. But if you can't sell it to the DOD, none of it matters.  \n\n$ONDS just bought their distribution layer - Mistral. Prime contractor on $1B+ of DOD contracts.  \n\n$RKLB built theirs organically - $1B+ backlog.  \n\n$AVAV has had it for decades - incumbent advantage.\n\nMost small-cap drone companies will never solve distribution. That's why most of them won't survive.  \n\nThe companies that own the full stack — technology AND distribution — are the ones that compound.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.025815705072140593, "ret_signed_m1d": 0.025815705072140593, "alpha_spy_m1d": 0.02420610283979152, "alpha_c_m1d": 0.020404632836094505, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": 0.005411072236046088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.062463380147060654, "ret_signed_p1d": -0.062463380147060654, "alpha_spy_p1d": -0.061208245598394884, "alpha_c_p1d": -0.059346077094175165, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0031173030528854895, "ret_p1w": 0.004242393607189365, "ret_signed_p1w": 0.004242393607189365, "alpha_spy_p1w": 0.013678645919678711, "alpha_c_p1w": 0.024945861868475472, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.020703468261286107, "ret_p1m": -0.1562937389451774, "ret_signed_p1m": -0.1562937389451774, "alpha_spy_p1m": -0.1572923555969855, "alpha_c_p1m": -0.1615808480417621, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.005287109096584697, "ret_p3m": -0.16089726938135418, "ret_signed_p3m": -0.16089726938135418, "alpha_spy_p3m": -0.25302090140294253, "alpha_c_p3m": -0.18824350185825311, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.027346232476898935, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1562937389451774, "alpha_spy_stated": -0.1572923555969855, "alpha_c_stated": -0.1615808480417621, "price_path": [0.1272, 0.0787, 0.0621, 0.059, 0.034, 0.0412, 0.0968, 0.1526, 0.1786, 0.1766, 0.1766, 0.1509, 0.1245, 0.1012, 0.0917, 0.0917, 0.1562, 0.3423, 0.4308, 0.4374, 0.5569, 0.6473, 0.673, 0.6422, 0.7232, 0.7086, 0.7731, 0.7731, 0.4934, 0.4426, 0.4087, 0.389, 0.366, 0.3972, 0.3853, 0.3234, 0.2564, 0.2185, 0.2881, 0.1613, 0.0691, 0.1608, 0.2382, 0.1882, 0.0986, 0.0612, 0.1006, 0.1006, 0.1869, 0.1981, 0.2712, 0.1943, 0.1794, 0.1836, 0.1519, 0.1717, 0.1385, -0.0598, 0.0304, 0.0222, -0.0046, 0.0371, 0.0258, 0.0, -0.0625, -0.0437, -0.0654, -0.0437, 0.0042, -0.0258, -0.0461, -0.1076, -0.0691, -0.1146, -0.1018, -0.1158, -0.1676, -0.2013, -0.1739, -0.1718, -0.1679, -0.1679, -0.1458, -0.1567, -0.1563, -0.198, -0.1889, -0.1227, -0.1221, -0.1045, -0.0884, -0.1361, -0.1099, -0.0519, -0.0518, -0.0887, -0.1141, -0.1166, -0.1319, -0.1718, -0.1198, -0.1652, -0.1864, -0.2477, -0.213, -0.241, -0.2405, -0.2488, -0.2379, -0.2734, -0.2541, -0.2869, -0.271, -0.2768, -0.2604, -0.2639, -0.2137, -0.2137, -0.1774, -0.1818, -0.0324, -0.0647, -0.0789, -0.0777, -0.1358, -0.0775, -0.1609, -0.1665, -0.2034, -0.2195, -0.171, -0.2301, -0.2239, -0.2476, -0.2458, -0.2345, -0.2345, -0.317, -0.3272, -0.3583, -0.3831, -0.3774, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2007371483140534546", "ticker_idx": 0, "ts": "2026-01-03T08:40:31+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "so undervalued and the demand for cloud space is ever growing. Confirmed deals gives legitimacy to the company. Essentially buying five growing businesses within one name", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to NBIS (undervalued, multi-business growth), PATH (AI automation poised to explode 2026, oversold), IREN (more contracts expected 2026 vs market pricing), and CIFR (market mispricing deal potential) yesterday.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Who did I add to yesterday?\n\n1. $NBIS\n\n- so undervalued and the demand for cloud space is ever growing.\nConfirmed deals gives legitimacy to the company.\nEssentially buying five growing businesses within one name \n\n2. $PATH\n\n- AI automation looks like a sector waiting to explode in 2026.\n- Come on, look at that gorgeous balance sheet\n- It was down 4% at one point yesterday picked up some shares as it was massively being oversold\n- And as always, I know some great accounts that are also big fans of $PATH like myself @nicaqs @CaesarCapitalz \n\n3. $IREN\n- Power live this year.\n- Potential more deals to come.\n- Market is valuing it as if they’re not gonna get any more contracts whereas I believe in 2026 we could be looking at  three contracts extra.\n-The demand for AI data centres isn’t dropping or going away. It’s gonna increase in 2026.\n\n4. $CIFR\n- AWS and fluid stack backing\n- Like $IREN the market is pricing it as if it won’t get any more deals this year\n\nWho else should I look at?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03102450528929157, "ret_signed_m1d": -0.03102450528929157, "alpha_spy_m1d": -0.0244083630585612, "alpha_c_m1d": -0.023805863091072688, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.007218642198218883, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07982328866265265, "ret_signed_p1d": 0.07982328866265265, "alpha_spy_p1d": 0.07387613036328156, "alpha_c_p1d": 0.08339011955959863, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.0035668308969459828, "ret_p1w": 0.15619950138953098, "ret_signed_p1w": 0.15619950138953098, "alpha_spy_p1w": 0.14538119788924075, "alpha_c_p1w": 0.15789800160269885, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.001698500213167864, "ret_p1m": -0.03102450528929157, "ret_signed_p1m": -0.03102450528929157, "alpha_spy_p1m": -0.03365636551965123, "alpha_c_p1m": -0.030939590053986388, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -8.491523530518297e-05, "ret_p3m": 0.17225032369244597, "ret_signed_p3m": 0.17225032369244597, "alpha_spy_p3m": 0.21601657653125583, "alpha_c_p3m": 0.2206031962191024, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04835287252665643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03102450528929157, "alpha_spy_stated": -0.03365636551965123, "alpha_c_stated": -0.030939590053986388, "price_path": [0.3142, 0.4288, 0.3959, 0.4592, 0.3805, 0.3555, 0.3254, 0.222, 0.1742, 0.1233, 0.0624, 0.1436, 0.2632, 0.3512, 0.3124, 0.3476, 0.3377, 0.4092, 0.2977, 0.1908, 0.2604, 0.1789, 0.1988, 0.1844, 0.1012, 0.0165, -0.0452, -0.1001, -0.0738, -0.0247, 0.0241, -0.0882, -0.1031, -0.01, -0.0426, 0.02, 0.02, 0.022, 0.0789, 0.039, 0.0656, 0.1074, 0.0561, 0.0808, 0.0386, 0.0082, 0.0156, -0.0554, -0.1259, -0.128, -0.1872, -0.1588, -0.0363, 0.0043, -0.0302, -0.0183, -0.0183, -0.0564, -0.0731, -0.0825, -0.0983, -0.0983, -0.031, 0.0, 0.0798, 0.0364, 0.0482, 0.0549, 0.1562, 0.1357, 0.0986, 0.1191, 0.1713, 0.1713, 0.0696, 0.0651, 0.0433, 0.018, -0.0148, 0.0543, 0.0819, 0.0224, -0.0823, -0.0503, -0.031, -0.1125, -0.2042, -0.0725, 0.0005, -0.0112, -0.0455, -0.0334, 0.0558, 0.0558, 0.0505, 0.0966, 0.1592, 0.0548, 0.0838, 0.105, 0.1432, 0.1298, -0.0177, -0.0196, -0.065, 0.0533, 0.0304, -0.0377, 0.0227, 0.0388, 0.2065, 0.1638, 0.2167, 0.3988, 0.2532, 0.2772, 0.3091, 0.267, 0.2297, 0.2379, 0.2398, 0.1415, 0.0861, -0.0061, 0.1177, 0.0982, 0.1723, 0.1723, 0.2123, 0.2647, 0.3465, 0.4686, 0.5617, 0.665, 0.7445, 0.7965, 0.7811, 0.6928, 0.7145, 0.6864, 0.682, 0.6921, 0.5853, 0.5616, 0.4598, 0.521, 0.4891, 0.6642, 0.9005, 0.8951, 1.1016, 0.9904, 0.9072, 1.0047, 0.9294, 1.2328, 1.3823, 1.3693, 1.153, 1.13, 1.0664, 1.3692, 1.3136, 1.3136, 1.2413, 1.2446, 1.4382, 1.4894, 1.8494, 1.8071, 1.7112, 1.7973, 1.4541, 1.3484, 1.3712, 1.2804, 1.3941, 1.5031, 1.8016, 1.8558, 2.0261, 2.0883, 2.0883, 2.0552, 1.9651, 1.7972, 1.7645, 1.5886, null, null]}
{"unit_id": "orig:2007371483140534546", "ticker_idx": 1, "ts": "2026-01-03T08:40:31+00:00", "symbol": "PATH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI automation looks like a sector waiting to explode in 2026. Come on, look at that gorgeous balance sheet. It was down 4% at one point yesterday picked up some shares as it was massively being oversold", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to NBIS (undervalued, multi-business growth), PATH (AI automation poised to explode 2026, oversold), IREN (more contracts expected 2026 vs market pricing), and CIFR (market mispricing deal potential) yesterday.", "resolved_tickers": ["PATH"], "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": "Who did I add to yesterday?\n\n1. $NBIS\n\n- so undervalued and the demand for cloud space is ever growing.\nConfirmed deals gives legitimacy to the company.\nEssentially buying five growing businesses within one name \n\n2. $PATH\n\n- AI automation looks like a sector waiting to explode in 2026.\n- Come on, look at that gorgeous balance sheet\n- It was down 4% at one point yesterday picked up some shares as it was massively being oversold\n- And as always, I know some great accounts that are also big fans of $PATH like myself @nicaqs @CaesarCapitalz \n\n3. $IREN\n- Power live this year.\n- Potential more deals to come.\n- Market is valuing it as if they’re not gonna get any more contracts whereas I believe in 2026 we could be looking at  three contracts extra.\n-The demand for AI data centres isn’t dropping or going away. It’s gonna increase in 2026.\n\n4. $CIFR\n- AWS and fluid stack backing\n- Like $IREN the market is pricing it as if it won’t get any more deals this year\n\nWho else should I look at?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009357490067330665, "ret_signed_m1d": -0.009357490067330665, "alpha_spy_m1d": -0.002741347836600294, "alpha_c_m1d": -0.002741347836600294, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.006616142230730371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08109789029164349, "ret_signed_p1d": 0.08109789029164349, "alpha_spy_p1d": 0.0751507319922724, "alpha_c_p1d": 0.0751507319922724, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.005947158299371091, "ret_p1w": 0.07548340814986365, "ret_signed_p1w": 0.07548340814986365, "alpha_spy_p1w": 0.06466510464957342, "alpha_c_p1w": 0.06466510464957342, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.010818303500290227, "ret_p1m": -0.2420462197077533, "ret_signed_p1m": -0.2420462197077533, "alpha_spy_p1m": -0.24467807993811297, "alpha_c_p1m": -0.24467807993811297, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.0026318602303596617, "ret_p3m": -0.29881476670914076, "ret_signed_p3m": -0.29881476670914076, "alpha_spy_p3m": -0.2550485138703309, "alpha_c_p3m": -0.2550485138703309, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04376625283880986, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2420462197077533, "alpha_spy_stated": -0.24467807993811297, "alpha_c_stated": -0.24467807993811297, "price_path": [-0.0281, 0.1547, 0.0636, 0.0692, 0.0281, 0.0412, -0.0062, -0.0368, -0.0062, 0.0156, -0.0624, -0.0368, 0.0281, 0.0848, 0.0081, 0.0112, -0.01, -0.0106, -0.01, -0.1098, -0.0923, -0.1179, -0.1079, -0.1142, -0.1036, -0.111, -0.121, -0.1248, -0.1566, -0.1429, -0.1591, -0.2059, -0.1884, -0.1697, -0.151, -0.1522, -0.1522, -0.1354, -0.1192, -0.1079, -0.073, 0.1528, 0.1647, 0.2034, 0.184, 0.1659, 0.1248, 0.0867, 0.0081, 0.0037, -0.0044, -0.0056, 0.0056, 0.0418, -0.0044, 0.0705, 0.0705, 0.0505, 0.0512, 0.0399, 0.0225, 0.0225, -0.0094, 0.0, 0.0811, 0.1129, 0.053, 0.0181, 0.0755, -0.0037, -0.0412, -0.0774, -0.1054, -0.1054, -0.1036, -0.1142, -0.0549, -0.0767, -0.0699, -0.1042, -0.1198, -0.1734, -0.2146, -0.2177, -0.242, -0.2308, -0.2464, -0.1959, -0.189, -0.1921, -0.2707, -0.3026, -0.2938, -0.2938, -0.3175, -0.3075, -0.3007, -0.3263, -0.3656, -0.3699, -0.3799, -0.3319, -0.3306, -0.3325, -0.3113, -0.3094, -0.2795, -0.2601, -0.2533, -0.277, -0.2277, -0.2907, -0.2776, -0.2782, -0.2527, -0.2233, -0.2364, -0.2477, -0.2433, -0.3094, -0.3182, -0.3113, -0.3331, -0.3219, -0.3075, -0.3125, -0.2988, -0.2988, -0.3044, -0.3169, -0.3518, -0.3799, -0.4148, -0.3687, -0.3749, -0.3381, -0.3381, -0.3506, -0.3412, -0.3275, -0.3206, -0.3706, -0.3531, -0.3475, -0.3412, -0.3525, -0.3575, -0.3344, -0.3244, -0.3325, -0.345, -0.3182, -0.3269, -0.335, -0.3755, -0.4092, -0.3968, -0.3593, -0.3362, -0.3419, -0.3281, -0.3406, -0.3182, -0.3182, -0.3082, -0.3038, -0.2776, -0.2689, -0.1828, -0.2402, -0.272, -0.272, -0.2988, -0.3032, -0.3294, -0.3294, -0.3356, -0.3419, -0.3269, -0.3437, -0.3618, -0.3593, -0.3593, -0.3662, -0.3662, -0.3568, -0.3805, -0.3431, null, null]}
{"unit_id": "orig:2007371483140534546", "ticker_idx": 2, "ts": "2026-01-03T08:40:31+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is valuing it as if they're not gonna get any more contracts whereas I believe in 2026 we could be looking at three contracts extra", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to NBIS (undervalued, multi-business growth), PATH (AI automation poised to explode 2026, oversold), IREN (more contracts expected 2026 vs market pricing), and CIFR (market mispricing deal potential) yesterday.", "resolved_tickers": ["IREN"], "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": "original", "lang": "en", "tweet_text": "Who did I add to yesterday?\n\n1. $NBIS\n\n- so undervalued and the demand for cloud space is ever growing.\nConfirmed deals gives legitimacy to the company.\nEssentially buying five growing businesses within one name \n\n2. $PATH\n\n- AI automation looks like a sector waiting to explode in 2026.\n- Come on, look at that gorgeous balance sheet\n- It was down 4% at one point yesterday picked up some shares as it was massively being oversold\n- And as always, I know some great accounts that are also big fans of $PATH like myself @nicaqs @CaesarCapitalz \n\n3. $IREN\n- Power live this year.\n- Potential more deals to come.\n- Market is valuing it as if they’re not gonna get any more contracts whereas I believe in 2026 we could be looking at  three contracts extra.\n-The demand for AI data centres isn’t dropping or going away. It’s gonna increase in 2026.\n\n4. $CIFR\n- AWS and fluid stack backing\n- Like $IREN the market is pricing it as if it won’t get any more deals this year\n\nWho else should I look at?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11484246937744758, "ret_signed_m1d": -0.11484246937744758, "alpha_spy_m1d": -0.1082263271467172, "alpha_c_m1d": -0.09346349861744296, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.021378970760004612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04830020211410457, "ret_signed_p1d": -0.04830020211410457, "alpha_spy_p1d": -0.054247360413475665, "alpha_c_p1d": -0.053110525375478, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.004810323261373428, "ret_p1w": 0.043325043115013395, "ret_signed_p1w": 0.043325043115013395, "alpha_spy_p1w": 0.03250673961472317, "alpha_c_p1w": 0.05829029522683049, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.014965252111817096, "ret_p1m": 0.12748751030675964, "ret_signed_p1m": 0.12748751030675964, "alpha_spy_p1m": 0.12485565007639998, "alpha_c_p1m": 0.17380863647025813, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -0.04632112616349848, "ret_p3m": -0.2792288713106703, "ret_signed_p3m": -0.2792288713106703, "alpha_spy_p3m": -0.23546261847186045, "alpha_c_p3m": -0.1661805849797634, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.11304828633090691, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12748751030675964, "alpha_spy_stated": 0.12485565007639998, "alpha_c_stated": 0.17380863647025813, "price_path": [0.2456, 0.3236, 0.239, 0.3296, 0.442, 0.4092, 0.2817, 0.2587, 0.2276, 0.1442, 0.0744, 0.158, 0.3039, 0.3472, 0.2939, 0.2525, 0.2069, 0.2593, 0.4044, 0.3812, 0.584, 0.3881, 0.2931, 0.2473, 0.1895, 0.1546, 0.0085, -0.0388, -0.0172, 0.0126, -0.05, -0.0989, -0.124, 0.0052, -0.016, 0.0044, 0.0044, -0.0089, 0.0052, -0.1476, -0.0887, -0.0371, -0.0732, -0.0394, -0.029, -0.0896, -0.0891, -0.1681, -0.2645, -0.2415, -0.2998, -0.2579, -0.1725, -0.1285, -0.1279, -0.1298, -0.1298, -0.1646, -0.183, -0.2061, -0.217, -0.217, -0.1148, 0.0, -0.0483, -0.0957, -0.0531, -0.0458, 0.0433, 0.0985, 0.0962, 0.0757, 0.1986, 0.1986, 0.1248, 0.1086, 0.0833, 0.175, 0.0854, 0.2436, 0.3047, 0.2405, 0.114, 0.1003, 0.1275, -0.0684, -0.1752, -0.1329, -0.0433, -0.1101, -0.1155, -0.1702, -0.1248, -0.1248, -0.1507, -0.1277, -0.1026, -0.1712, -0.1219, -0.0578, -0.0873, -0.0829, -0.1511, -0.142, -0.1947, -0.0912, -0.1682, -0.2392, -0.1949, -0.2098, -0.1298, -0.1424, -0.1381, -0.0684, -0.1095, -0.125, -0.1364, -0.1441, -0.126, -0.1476, -0.1412, -0.2237, -0.2726, -0.3445, -0.2894, -0.2933, -0.2792, -0.2792, -0.2718, -0.2591, -0.2365, -0.2318, -0.1849, -0.1072, -0.018, 0.012, -0.0112, -0.0025, 0.01, -0.0636, 0.0031, 0.0784, 0.0498, 0.0025, -0.0788, -0.1115, -0.0566, -0.0535, 0.0257, 0.1347, 0.2641, 0.1785, 0.2687, 0.1432, 0.1725, 0.1437, 0.2106, 0.0974, 0.046, -0.0104, 0.0927, 0.2036, 0.1781, 0.1781, 0.2392, 0.4063, 0.3277, 0.3172, 0.3543, 0.3806, 0.3574, 0.2823, 0.1267, 0.227, 0.1198, 0.068, 0.1756, 0.239, 0.2614, 0.2268, 0.2046, 0.243, 0.243, 0.1789, 0.1343, 0.0427, -0.0104, -0.0214, null, null]}
{"unit_id": "orig:2007371483140534546", "ticker_idx": 3, "ts": "2026-01-03T08:40:31+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Like $IREN the market is pricing it as if it won't get any more deals this year", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to NBIS (undervalued, multi-business growth), PATH (AI automation poised to explode 2026, oversold), IREN (more contracts expected 2026 vs market pricing), and CIFR (market mispricing deal potential) yesterday.", "resolved_tickers": ["CIFR"], "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": "original", "lang": "en", "tweet_text": "Who did I add to yesterday?\n\n1. $NBIS\n\n- so undervalued and the demand for cloud space is ever growing.\nConfirmed deals gives legitimacy to the company.\nEssentially buying five growing businesses within one name \n\n2. $PATH\n\n- AI automation looks like a sector waiting to explode in 2026.\n- Come on, look at that gorgeous balance sheet\n- It was down 4% at one point yesterday picked up some shares as it was massively being oversold\n- And as always, I know some great accounts that are also big fans of $PATH like myself @nicaqs @CaesarCapitalz \n\n3. $IREN\n- Power live this year.\n- Potential more deals to come.\n- Market is valuing it as if they’re not gonna get any more contracts whereas I believe in 2026 we could be looking at  three contracts extra.\n-The demand for AI data centres isn’t dropping or going away. 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{"unit_id": "quote:2069103813269606685", "ticker_idx": 0, "ts": "2026-06-22T17:02:45+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the opportunity that remains... One of the most aggressive build-outs in AI infrastructure history", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN after aggressive 6-week AI infrastructure build-out; notes valuation as the open question but sees remaining opportunity.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$IREN was the first stock I ever brought. In this article, I am circling back to it, and the opportunity that remains.\n\nThey have caught my attention after a bullish 6 weeks:\nMay 1 - 1.4GW Sweetwater energized\nMay 5 - Mirantis acquired ($625M)\nMay 7 - $3.4B $NVDA Blackwell partnership signed\nMay 7 - Nostrum Group acquired (490MW Europe)\nMay 11 - $3.0B convertible raise, oversubscribed\nMay 26 - $4.4B ARR target announced\nJune 1 - $3.65B GPU financing closed\nJune 3 - 800MW Australia campus announced\n\nOne of the most aggressive build-outs in AI infrastructure history. The valuation is the real question.\n\n$IREN $NVDA $MSFT", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/mmy7slMM07", "parent_author": null, "ret_m1d": 0.054334450687943514, "ret_signed_m1d": 0.054334450687943514, "alpha_spy_m1d": 0.05117753624834376, "alpha_c_m1d": 0.060237641344734194, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.00590319065679068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03780548182806842, "ret_signed_p1d": -0.03780548182806842, "alpha_spy_p1d": -0.02328352781757681, "alpha_c_p1d": -0.04115744277068356, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.0033519609426151398, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2715, -0.3415, -0.383, -0.444, -0.3972, -0.4006, -0.3886, -0.3886, -0.3823, -0.3715, -0.3524, -0.3483, -0.3086, -0.2427, -0.167, -0.1416, -0.1612, -0.1539, -0.1433, -0.2057, -0.1491, -0.0853, -0.1095, -0.1496, -0.2186, -0.2464, -0.1998, -0.1971, -0.1299, -0.0375, 0.0723, -0.0004, 0.0761, -0.0302, -0.0055, -0.0299, 0.0269, -0.0691, -0.1127, -0.1605, -0.0731, 0.0209, -0.0007, -0.0007, 0.0512, 0.1929, 0.1263, 0.1173, 0.1488, 0.1711, 0.1514, 0.0877, -0.0443, 0.0408, -0.0501, -0.0941, -0.0028, 0.051, 0.07, 0.0406, 0.0218, 0.0543, 0.0543, 0.0, -0.0378, -0.1155, -0.1605, -0.1699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069454105400037844", "ticker_idx": 0, "ts": "2026-06-23T16:14:41+00:00", "symbol": "INFQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This stock still trades at a tiny valuation compared to peers like $IONQ $RGTI. Unbelievably bullish.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INFQ on Trump quantum EOs, NASA partnership, and cheap valuation vs quantum peers IONQ/RGTI.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$INFQ up 17% today whilst everything else sits red.\n\n- CEO in the White House with President Trump\n- Trump signs two Executive Orders to push forward Quantum\n- $INFQ announces Space Program and is working with NASA.\n\nThis stock still trades at a tiny valuation compared to peers like $IONQ $RGTI.\n\nUnbelievably bullish.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10964912254493842, "ret_signed_m1d": -0.10964912254493842, "alpha_spy_m1d": -0.12438507132592858, "alpha_c_m1d": -0.12438507132592858, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.01473594878099016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11654133159345537, "ret_signed_p1d": -0.11654133159345537, "alpha_spy_p1d": -0.11607781452981225, "alpha_c_p1d": -0.11607781452981225, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.0004635170636431152, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3327, -0.3828, -0.4411, -0.3853, -0.4104, -0.3377, -0.3377, -0.3452, -0.3709, -0.2907, -0.255, -0.2112, -0.2112, -0.1153, -0.0602, -0.0244, 0.0915, 0.0025, -0.0595, -0.0695, -0.1253, -0.1685, -0.1667, -0.2093, -0.2444, -0.255, -0.2224, -0.2306, -0.2419, -0.151, -0.2412, -0.2406, -0.1955, -0.1792, -0.1673, -0.1247, -0.2206, -0.2876, -0.334, -0.2995, -0.0789, 0.0244, 0.0244, -0.005, -0.0313, 0.1134, 0.0163, 0.1084, 0.245, 0.0909, 0.062, -0.0877, -0.0721, -0.141, -0.1491, -0.1153, -0.1591, -0.0714, -0.1617, -0.1642, -0.1523, -0.1523, -0.1096, 0.0, -0.1165, -0.1986, -0.146, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069454105400037844", "ticker_idx": 1, "ts": "2026-06-23T16:14:41+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "tiny valuation compared to peers like $IONQ $RGTI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INFQ on Trump quantum EOs, NASA partnership, and cheap valuation vs quantum peers IONQ/RGTI.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$INFQ up 17% today whilst everything else sits red.\n\n- CEO in the White House with President Trump\n- Trump signs two Executive Orders to push forward Quantum\n- $INFQ announces Space Program and is working with NASA.\n\nThis stock still trades at a tiny valuation compared to peers like $IONQ $RGTI.\n\nUnbelievably bullish.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008124481125325822, "ret_signed_m1d": 0.008124481125325822, "alpha_spy_m1d": -0.006611467655664338, "alpha_c_m1d": -0.035091716005733575, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.0432161971310594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07346586192048421, "ret_signed_p1d": -0.07346586192048421, "alpha_spy_p1d": -0.0730023448568411, "alpha_c_p1d": -0.06727660422713522, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.006189257693348993, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4842, -0.5245, -0.5404, -0.5016, -0.5196, -0.4935, -0.4935, -0.4946, -0.5075, -0.4989, -0.5146, -0.5023, -0.4856, -0.3818, -0.2524, -0.2277, -0.2033, -0.1647, -0.2, -0.1813, -0.2458, -0.2621, -0.2422, -0.2553, -0.2721, -0.2201, -0.2014, -0.2092, -0.1703, -0.0913, -0.1758, -0.1488, -0.0166, -0.0342, -0.0448, -0.0066, -0.102, -0.1476, -0.1627, -0.093, 0.018, 0.1001, 0.1001, 0.0997, 0.1305, 0.2124, 0.2458, 0.1976, 0.2342, 0.1794, 0.135, -0.0185, 0.0856, -0.0201, -0.0211, 0.0024, 0.0, 0.0576, -0.0309, -0.0546, -0.0225, -0.0225, 0.0081, 0.0, -0.0735, -0.126, -0.1476, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044838343591223439", "ticker_idx": 0, "ts": "2026-04-16T18:00:27+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Marvell becomes the only company offering scale-out + scale-across + scale-up connectivity from a single platform. Nobody else has all three layers.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish on MRVL post-Celestial AI acquisition as sole provider of all three AI connectivity layers; also long POET and AAOI as photonics/copper-to-light transition plays.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Marvell $MRVL spent $3.25B to acquire Celestial AI.\n\nMost people saw a headline. Here's what they missed:\n\nCelestial AI's Photonic Fabric doesn't just move data between racks. It connects any point on one chip to any point on another chip using light. That's not an incremental upgrade — that's a new architecture.\n\nWhy Marvell needed this:\n\nThe AI data centre is splitting into three connectivity layers:\n\n→ Scale-out (rack to rack) — Marvell already dominates this with Ethernet switches\n→ Scale-across (within the rack) — CXL memory pooling, Marvell has this too  \n→ Scale-up (chip to chip) — This is where Celestial AI fits. And this is the layer that's about to explode.\n\nAs AI clusters grow from hundreds to thousands of XPUs, scale-up optical interconnect becomes the bottleneck. Copper can't handle the bandwidth at those distances without melting.\n\nMarvell's bet: $3.25B upfront. Up to $5.5B if Celestial hits $2B cumulative revenue by FY2029.\n\nThey're targeting $500M annualised run rate by late FY2028, doubling to $1B by FY2029.\n\nIf this works, Marvell becomes the only company offering scale-out + scale-across + scale-up connectivity from a single platform.\n\nNobody else has all three layers.\n\nThis ties directly into the photonics sector map I posted earlier today — $POET building the optical assembly platform, $MRVL now owning the optical fabric layer, $AAOI shipping the transceivers.\n\nThe copper-to-light transition is accelerating. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00922254653490362, "ret_signed_m1d": 0.00922254653490362, "alpha_spy_m1d": 0.011673870426843425, "alpha_c_m1d": 0.01318030344185439, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04738702523506566, "ret_signed_p1d": 0.04738702523506566, "alpha_spy_p1d": 0.035301339133421594, "alpha_c_p1d": 0.02680651485606922, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.2413586535196468, "ret_signed_p1w": 0.2413586535196468, "alpha_spy_p1w": 0.23168155797042878, "alpha_c_p1w": 0.181881918610717, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.3263103086584165, "ret_signed_p1m": 0.3263103086584165, "alpha_spy_p1m": 0.27285133698128905, "alpha_c_p1m": 0.10304724404126775, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.397, -0.402, -0.3814, -0.3772, -0.3987, -0.3872, -0.3785, -0.3733, -0.3904, -0.4086, -0.4105, -0.4339, -0.4475, -0.4439, -0.3984, -0.3829, -0.3854, -0.3904, -0.4137, -0.4109, -0.4109, -0.4079, -0.4073, -0.4034, -0.4044, -0.417, -0.4125, -0.3936, -0.4058, -0.3878, -0.394, -0.4191, -0.4148, -0.4328, -0.3287, -0.3057, -0.3008, -0.3222, -0.343, -0.3416, -0.3137, -0.3196, -0.3434, -0.329, -0.3412, -0.3243, -0.3078, -0.2622, -0.268, -0.289, -0.3419, -0.2577, -0.2003, -0.1973, -0.1973, -0.1793, -0.1803, -0.1423, -0.1012, -0.0366, -0.0155, 0.0034, 0.0092, 0.0, 0.0474, 0.1085, 0.1345, 0.1796, 0.2414, 0.232, 0.1862, 0.1489, 0.174, 0.2383, 0.2368, 0.2271, 0.2653, 0.2908, 0.1997, 0.2756, 0.2809, 0.2334, 0.3343, 0.369, 0.3263, 0.2666, 0.3217, 0.4006, 0.4298, 0.4721, 0.4721, 0.5615, 0.4898, 0.5358, 0.5371, 0.6453, 1.1803, 1.2618, 1.3726, 0.9755, 1.1658, 1.001, 0.8939, 1.1047, 1.0972, 1.316, 1.0895, 1.171, 1.3287, 1.3287, 1.3083, 1.0922, 1.0747, 1.1089, 1.0002, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044838343591223439", "ticker_idx": 1, "ts": "2026-04-16T18:00:27+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": "$POET building the optical assembly platform", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish on MRVL post-Celestial AI acquisition as sole provider of all three AI connectivity layers; also long POET and AAOI as photonics/copper-to-light transition plays.", "resolved_tickers": ["POET"], "resolution_method": "exchange_ticker", "resolution_reason": "POET Technologies trades on NASDAQ under POET", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Marvell $MRVL spent $3.25B to acquire Celestial AI.\n\nMost people saw a headline. Here's what they missed:\n\nCelestial AI's Photonic Fabric doesn't just move data between racks. It connects any point on one chip to any point on another chip using light. That's not an incremental upgrade — that's a new architecture.\n\nWhy Marvell needed this:\n\nThe AI data centre is splitting into three connectivity layers:\n\n→ Scale-out (rack to rack) — Marvell already dominates this with Ethernet switches\n→ Scale-across (within the rack) — CXL memory pooling, Marvell has this too  \n→ Scale-up (chip to chip) — This is where Celestial AI fits. And this is the layer that's about to explode.\n\nAs AI clusters grow from hundreds to thousands of XPUs, scale-up optical interconnect becomes the bottleneck. Copper can't handle the bandwidth at those distances without melting.\n\nMarvell's bet: $3.25B upfront. Up to $5.5B if Celestial hits $2B cumulative revenue by FY2029.\n\nThey're targeting $500M annualised run rate by late FY2028, doubling to $1B by FY2029.\n\nIf this works, Marvell becomes the only company offering scale-out + scale-across + scale-up connectivity from a single platform.\n\nNobody else has all three layers.\n\nThis ties directly into the photonics sector map I posted earlier today — $POET building the optical assembly platform, $MRVL now owning the optical fabric layer, $AAOI shipping the transceivers.\n\nThe copper-to-light transition is accelerating. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05040876767090907, "ret_signed_m1d": -0.05040876767090907, "alpha_spy_m1d": -0.047957443778969266, "alpha_c_m1d": -0.0464510107639583, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010899171940459529, "ret_signed_p1d": -0.010899171940459529, "alpha_spy_p1d": -0.022984858042103595, "alpha_c_p1d": -0.03147968231945597, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.596730248417862, "ret_signed_p1w": 0.596730248417862, "alpha_spy_p1w": 0.587053152868644, "alpha_c_p1w": 0.5372535135089322, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 1.1757493099503828, "ret_signed_p1m": 1.1757493099503828, "alpha_spy_p1m": 1.1222903382732554, "alpha_c_p1m": 0.9524862453332341, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1308, 0.1226, 0.1403, -0.0545, -0.0586, -0.1199, -0.0749, -0.1526, -0.1894, -0.2098, -0.2044, -0.1771, -0.2357, -0.2943, -0.2003, -0.154, -0.2044, -0.2057, -0.2302, -0.2398, -0.2398, -0.248, -0.2398, -0.2411, -0.2248, -0.248, -0.1676, -0.1335, -0.1499, -0.1826, -0.0586, -0.0409, -0.0681, -0.0954, -0.1444, -0.0886, -0.0463, 0.0136, 0.0136, -0.0695, -0.0586, -0.1049, -0.158, -0.1512, -0.1921, -0.1744, -0.218, -0.1689, -0.252, -0.2929, -0.3079, -0.1907, -0.2371, -0.1676, -0.1676, -0.1717, -0.188, -0.1526, -0.1717, -0.0409, -0.0054, -0.0858, -0.0504, 0.0, -0.0109, 0.1703, 0.3965, 0.7398, 0.5967, 1.0572, 0.0831, 0.094, -0.1008, -0.03, -0.0041, -0.0313, 0.2548, 0.3243, 0.3052, 0.4918, 0.8937, 0.8706, 0.9578, 1.8025, 1.1757, 0.936, 0.7807, 1.0136, 1.0191, 0.9877, 0.9877, 0.8188, 0.8093, 0.8065, 0.6744, 0.8924, 0.8828, 1.0954, 1.109, 0.6158, 0.673, 0.4673, 0.4959, 0.5327, 0.7071, 0.8978, 0.7234, 0.6281, 0.6553, 0.6553, 0.6471, 0.4619, 0.4523, 0.3801, 0.2861, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044838343591223439", "ticker_idx": 2, "ts": "2026-04-16T18:00:27+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AAOI shipping the transceivers", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish on MRVL post-Celestial AI acquisition as sole provider of all three AI connectivity layers; also long POET and AAOI as photonics/copper-to-light transition plays.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Marvell $MRVL spent $3.25B to acquire Celestial AI.\n\nMost people saw a headline. Here's what they missed:\n\nCelestial AI's Photonic Fabric doesn't just move data between racks. It connects any point on one chip to any point on another chip using light. That's not an incremental upgrade — that's a new architecture.\n\nWhy Marvell needed this:\n\nThe AI data centre is splitting into three connectivity layers:\n\n→ Scale-out (rack to rack) — Marvell already dominates this with Ethernet switches\n→ Scale-across (within the rack) — CXL memory pooling, Marvell has this too  \n→ Scale-up (chip to chip) — This is where Celestial AI fits. And this is the layer that's about to explode.\n\nAs AI clusters grow from hundreds to thousands of XPUs, scale-up optical interconnect becomes the bottleneck. Copper can't handle the bandwidth at those distances without melting.\n\nMarvell's bet: $3.25B upfront. Up to $5.5B if Celestial hits $2B cumulative revenue by FY2029.\n\nThey're targeting $500M annualised run rate by late FY2028, doubling to $1B by FY2029.\n\nIf this works, Marvell becomes the only company offering scale-out + scale-across + scale-up connectivity from a single platform.\n\nNobody else has all three layers.\n\nThis ties directly into the photonics sector map I posted earlier today — $POET building the optical assembly platform, $MRVL now owning the optical fabric layer, $AAOI shipping the transceivers.\n\nThe copper-to-light transition is accelerating. ☕", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0938850977931982, "ret_signed_m1d": -0.0938850977931982, "alpha_spy_m1d": -0.0914337739012584, "alpha_c_m1d": -0.0914337739012584, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.002451323891939805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013348530046777274, "ret_signed_p1d": 0.013348530046777274, "alpha_spy_p1d": 0.0012628439451332074, "alpha_c_p1d": 0.0012628439451332074, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.012085686101644066, "ret_p1w": -0.12452333260007353, "ret_signed_p1w": -0.12452333260007353, "alpha_spy_p1w": -0.13420042814929156, "alpha_c_p1w": -0.13420042814929156, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.009677095549218029, "ret_p1m": 0.2100177456643586, "ret_signed_p1m": 0.2100177456643586, "alpha_spy_p1m": 0.15655877398723117, "alpha_c_p1m": 0.15655877398723117, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.05345897167712743, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7646, -0.7504, -0.756, -0.7575, -0.7729, -0.7782, -0.7623, -0.7125, -0.7485, -0.7228, -0.7193, -0.7068, -0.7464, -0.7576, -0.7184, -0.6955, -0.6918, -0.6923, -0.7204, -0.7174, -0.7174, -0.7209, -0.7239, -0.7014, -0.6715, -0.657, -0.6423, -0.6306, -0.6587, -0.4646, -0.3484, -0.394, -0.3662, -0.3571, -0.3924, -0.2968, -0.2341, -0.1927, -0.325, -0.3846, -0.402, -0.4512, -0.4112, -0.3521, -0.4436, -0.3913, -0.276, -0.2728, -0.3808, -0.3757, -0.4585, -0.4623, -0.4511, -0.3395, -0.3395, -0.317, -0.2522, -0.1565, -0.1527, -0.0427, -0.0263, -0.0695, -0.0939, 0.0, 0.0133, 0.0391, -0.0429, -0.0502, -0.1245, 0.0308, -0.0734, -0.1275, -0.0285, 0.0447, 0.1665, 0.0995, 0.1478, 0.1349, 0.0015, -0.0533, 0.1753, 0.1968, 0.4181, 0.294, 0.21, 0.1013, 0.0891, 0.0505, 0.1239, 0.1536, 0.1536, 0.129, 0.1431, 0.0744, 0.0069, 0.1802, 0.2864, 0.17, 0.2897, 0.1251, 0.2499, 0.0353, 0.1132, 0.0983, 0.0746, 0.2176, 0.0857, 0.0637, 0.0288, 0.0288, 0.0884, -0.0628, -0.0658, -0.1194, -0.1375, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "reply:2008140442718937443", "ticker_idx": 0, "ts": "2026-01-05T11:36:05+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": "Don't short the GOAT asset", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicit long on Bitcoin; author warns against shorting the 'GOAT asset'.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NighthawkTradez Don’t short the GOAT asset", "reply_text": null, "parent_text": "Noooooooooo https://t.co/n4foQoDzCx", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": -0.04194452726715481, "ret_signed_m1d": -0.04194452726715481, "alpha_spy_m1d": -0.03532838503642444, "alpha_c_m1d": -0.03532838503642444, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.006616142230730371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0016352711961346023, "ret_signed_p1d": -0.0016352711961346023, "alpha_spy_p1d": -0.007582429495505694, "alpha_c_p1d": -0.007582429495505694, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.005947158299371091, "ret_p1w": -0.028648160554988644, "ret_signed_p1w": -0.028648160554988644, "alpha_spy_p1w": -0.03946646405527887, "alpha_c_p1w": -0.03946646405527887, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.010818303500290227, "ret_p1m": -0.19438124445211513, "ret_signed_p1m": -0.19438124445211513, "alpha_spy_p1m": -0.1970131046824748, "alpha_c_p1m": -0.1970131046824748, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.0026318602303596617, "ret_p3m": -0.2875292908768078, "ret_signed_p3m": -0.2875292908768078, "alpha_spy_p3m": -0.24376303803799793, "alpha_c_p3m": -0.24376303803799793, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04376625283880986, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19438124445211513, "alpha_spy_stated": -0.1970131046824748, "alpha_c_stated": -0.1970131046824748, "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, -0.2403, -0.2895, -0.3181, -0.3204, -0.3511, -0.328, -0.3434, -0.3455, -0.323, -0.3232, -0.2939, -0.3012, -0.3138, -0.3301, -0.3232, -0.3188, -0.3325, -0.3503, -0.3639, -0.3607, null, null]}
{"unit_id": "quote:2024109867779215556", "ticker_idx": 0, "ts": "2026-02-18T13:12:53+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Already has contacts with the American's and Israeli's? Could be an opportunity here.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long ONDS as a potential play on US-Israel military escalation, citing existing government contacts.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$ONDS \n\nAlready has contacts with the American’s and Israeli’s?\n\nCould be an opportunity here. https://t.co/y1JG28W8xW", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Axios reports that there is evidence that US war with Iran is \"imminent\" and Israel is preparing for a scenario of \"war within days,\" which is expected to include:\n\n1. Weeks-long \"full-fledged\" war unlike the Venezuela operation, sources say\n\n2. Joint US-Israeli", "parent_author": null, "ret_m1d": -0.09214087915162783, "ret_signed_m1d": -0.09214087915162783, "alpha_spy_m1d": -0.08712842288980815, "alpha_c_m1d": -0.08712842288980815, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.0050124562618196755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02890701511474769, "ret_signed_p1d": 0.02890701511474769, "alpha_spy_p1d": 0.031544359438297254, "alpha_c_p1d": 0.031544359438297254, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": -0.06955731936012333, "ret_signed_p1w": -0.06955731936012333, "alpha_spy_p1w": -0.07955317442545518, "alpha_c_p1w": -0.07955317442545518, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": -0.02890692896530378, "ret_signed_p1m": -0.02890692896530378, "alpha_spy_p1m": 0.009691925759564124, "alpha_c_p1m": 0.009691925759564124, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": -0.1237578973195117, "ret_signed_p3m": -0.1237578973195117, "alpha_spy_p3m": -0.20299159581717863, "alpha_c_p3m": -0.20299159581717863, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.07923369849766693, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02890692896530378, "alpha_spy_stated": 0.009691925759564124, "alpha_c_stated": 0.009691925759564124, "price_path": [-0.3916, -0.2123, -0.2376, -0.2556, -0.2556, -0.2864, -0.3153, -0.271, -0.1942, -0.1698, -0.1807, -0.1852, -0.1662, -0.248, -0.1852, -0.2096, -0.3053, -0.2692, -0.3342, -0.2954, -0.1671, -0.1626, -0.1906, -0.1752, -0.1752, -0.234, -0.2358, -0.1879, -0.1183, -0.1183, -0.0045, 0.1319, 0.1599, 0.1003, 0.2656, 0.2367, 0.1915, 0.2547, 0.2249, 0.1581, 0.0985, 0.0985, 0.1861, 0.1337, 0.14, 0.0994, 0.0081, 0.1075, 0.1084, 0.0181, -0.0641, -0.0388, 0.028, -0.1256, -0.234, -0.1247, -0.0659, -0.1256, -0.1662, -0.1897, -0.159, -0.159, -0.0921, 0.0, 0.0289, -0.0939, -0.0795, -0.0605, -0.0696, -0.056, -0.0894, -0.0361, -0.0949, -0.0506, -0.0524, -0.112, -0.122, -0.0958, -0.112, -0.0668, -0.0822, -0.0488, 0.019, -0.0217, -0.0289, -0.0912, -0.0154, -0.0352, -0.0687, -0.1472, -0.2051, -0.2638, -0.1834, -0.2042, -0.1328, -0.1328, -0.14, -0.1391, -0.1463, -0.1743, -0.1752, -0.1445, -0.1509, -0.0939, -0.0786, -0.0967, -0.0307, -0.0181, -0.0009, -0.0479, -0.047, -0.0108, -0.0533, -0.1427, -0.093, -0.0678, -0.121, -0.1572, -0.1563, -0.1969, -0.1816, -0.1491, -0.1834, -0.1996, 0.0126, -0.0407, -0.1238, -0.1757, -0.1545, -0.1707, -0.1816, -0.1816, -0.1174, -0.0244, 0.1969, 0.1942, 0.2159, 0.2267, 0.0488, 0.0813, -0.0578, -0.0696, -0.1283, -0.159, -0.112, -0.1572, -0.1409, -0.168, -0.1762, -0.1626, -0.1626, -0.1969, -0.2294, -0.3062, -0.3067, -0.2927, null, null, null, null, null, null, null, null, null, null, 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:2050657778042016099", "ticker_idx": 0, "ts": "2026-05-02T19:24:48+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm bullish on Filtronic. i've been watching this stock for a while.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Filtronic; explicitly states long case with a Berenberg PT raise to 360p as context.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic plc on LSE AIM; Starlink RF/GaN supplier context confirms", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "i'm bullish on Filtronic. i've been watching this stock for a while.\n\nbut the bull case only works if you understand the risks clearly.\n\nBerenberg just raised their target to 360p. the stock trades at 71x earnings. SpaceX holds equity warrants.\n\nhere is the full picture. the good and the uncomfortable. 🧵", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18000000000000005, "ret_signed_m1d": -0.18000000000000005, "alpha_spy_m1d": -0.18367686193388988, "alpha_c_m1d": -0.20676208994123912, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.026762089941239076, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02857142857142858, "ret_signed_p1d": -0.02857142857142858, "alpha_spy_p1d": -0.03659365729537101, "alpha_c_p1d": -0.05159927059940095, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.023027842027972367, "ret_p1w": 0.02285714285714291, "ret_signed_p1w": 0.02285714285714291, "alpha_spy_p1w": -0.006794251973466947, "alpha_c_p1w": -0.01448527596400706, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.03734241882114997, "ret_p1m": -0.18000000000000005, "ret_signed_p1m": -0.18000000000000005, "alpha_spy_p1m": -0.23788225945437091, "alpha_c_p1m": -0.2455050025086577, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.06550500250865765, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18000000000000005, "alpha_spy_stated": -0.23788225945437091, "alpha_c_stated": -0.2455050025086577, "price_path": [-0.4314, -0.43, -0.4171, -0.4343, -0.4371, -0.44, -0.4371, -0.4171, -0.4257, -0.4143, -0.4229, -0.4257, -0.4343, -0.4286, -0.4286, -0.4343, -0.4229, -0.4286, -0.4629, -0.4343, -0.4429, -0.4529, -0.4886, -0.4543, -0.4357, -0.4429, -0.4514, -0.47, -0.4657, -0.4729, -0.5157, -0.54, -0.5143, -0.5143, -0.4743, -0.4771, -0.4657, -0.4629, -0.4514, -0.4257, -0.4143, -0.4143, -0.4143, -0.4171, -0.3943, -0.4171, -0.4286, -0.4314, -0.4114, -0.3829, -0.3686, -0.3343, -0.3, -0.2857, -0.2314, -0.1914, -0.1543, -0.2357, -0.2486, -0.2286, -0.1686, -0.18, -0.18, 0.0, -0.0286, 0.1571, 0.0857, 0.07, 0.0229, 0.1514, 0.1657, 0.1571, 0.1743, 0.2843, 0.34, 0.1571, 0.0829, 0.0829, 0.1714, 0.1114, 0.0429, 0.1143, 0.1286, 0.0286, -0.18, -0.0686, -0.0286, 0.1143, -0.0286, -0.1, -0.1143, -0.0714, -0.0386, 0.0757, 0.0571, 0.0571, 0.0771, 0.0857, -0.0286, -0.1143, -0.2, -0.3429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1998672607462183238", "ticker_idx": 0, "ts": "2025-12-10T08:34:17+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If this can be broken soon then it really could be reversal time finally", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on MTPLF; break above 20D EMA sets up test of 50D EMA, potential trend reversal.", "resolved_tickers": ["MTPLF"], "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": "We're now seeing $MTPLF #DN3 completely breaking through its 20D EMA.\n\nMost interesting? It has been trapped under this since the beginning of July!\n\nWe're now beginning the next test of the 50D EMA. If this can be broken soon then it really could be reversal time finally.\n\nA stock which now has my eyes fully peeled on it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10638299200716361, "ret_signed_m1d": -0.10638299200716361, "alpha_spy_m1d": -0.09979445349181215, "alpha_c_m1d": -0.09193147880802899, "bench_spy_m1d": -0.006588538515351461, "bench_c_m1d": -0.014451513199134625, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08837969722636085, "ret_signed_p1d": -0.08837969722636085, "alpha_spy_p1d": -0.09070664325782496, "alpha_c_p1d": -0.09230587052462536, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.0039261732982645015, "ret_p1w": -0.17512277385924124, "ret_signed_p1w": -0.17512277385924124, "alpha_spy_p1w": -0.1516051167084872, "alpha_c_p1w": -0.18188915080791024, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": 0.006766376948668995, "ret_p1m": 0.04091652938413315, "ret_signed_p1m": 0.04091652938413315, "alpha_spy_p1m": 0.03513183356085725, "alpha_c_p1m": 0.012066846163748979, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.02884968322038417, "ret_p3m": -0.2995089826051214, "ret_signed_p3m": -0.2995089826051214, "alpha_spy_p3m": -0.2888979189514491, "alpha_c_p3m": -0.2586359907241198, "bench_spy_p3m": -0.010611063653672259, "bench_c_p3m": -0.040872991881001575, "ret_p6m": -0.4991816897032598, "ret_signed_p6m": -0.4991816897032598, "alpha_spy_p6m": -0.6065610569114187, "alpha_c_p6m": -0.482628442472569, "bench_spy_p6m": 0.10737936720815888, "bench_c_p6m": -0.01655324723069085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04091652938413315, "alpha_spy_stated": 0.03513183356085725, "alpha_c_stated": 0.012066846163748979, "price_path": [0.4075, 0.3957, 0.3846, 0.3257, 0.2897, 0.3388, 0.346, 0.329, 0.2373, 0.1522, 0.1849, 0.1899, 0.2953, 0.2275, 0.3777, 0.4118, 0.3224, 0.2864, 0.2242, 0.1653, 0.1391, 0.1293, -0.0016, -0.0245, -0.0867, -0.0933, -0.0016, -0.0475, -0.0871, -0.0592, 0.018, 0.0736, 0.0671, 0.0147, -0.0164, 0.0507, 0.0278, -0.0867, -0.0671, -0.1375, -0.1031, -0.0966, -0.1326, -0.1293, -0.2144, -0.2242, -0.252, -0.2406, -0.2864, -0.2668, -0.2897, -0.2275, -0.2448, -0.2079, -0.2079, -0.1326, -0.2209, -0.1849, -0.1817, -0.1751, -0.2046, -0.1686, -0.1064, 0.0, -0.0884, -0.1031, -0.1358, -0.1499, -0.1751, -0.1555, -0.09, -0.0704, -0.0426, -0.0245, -0.0245, -0.0769, -0.1162, -0.1555, -0.1817, -0.1817, -0.1444, 0.0196, 0.0475, 0.1011, 0.0409, 0.09, 0.1378, 0.1489, 0.2946, 0.2547, 0.234, 0.234, 0.0655, 0.09, 0.0507, 0.0671, -0.0049, 0.0491, 0.0144, -0.0933, -0.0736, -0.127, -0.1997, -0.234, -0.3912, -0.1817, -0.2242, -0.2471, -0.2733, -0.2995, -0.2602, -0.2602, -0.2848, -0.3191, -0.3388, -0.3322, -0.3584, -0.3519, -0.3159, -0.3257, -0.3486, -0.2897, -0.3169, -0.2766, -0.2897, -0.3126, -0.2995, -0.2897, -0.2504, -0.2799, -0.2373, -0.2177, -0.2733, -0.3355, -0.3552, -0.3486, -0.3355, -0.3617, -0.3486, -0.3715, -0.4043, -0.3912, -0.3846, -0.3813, -0.3846, -0.3846, -0.3682, -0.3846, -0.3453, -0.3552, -0.3372, -0.3453, -0.3126, -0.3093, -0.2962, -0.2651, -0.2995, -0.3257, -0.2864, -0.2864, -0.3028, -0.2903, -0.3355, -0.3421, -0.3224, -0.3028, -0.2897, -0.2799, -0.2684, -0.2668, -0.27, -0.27, -0.2995, -0.3372, -0.3453, -0.3453, -0.3797, -0.365, -0.3732, -0.3813, -0.3676, -0.3676, -0.4043, -0.4092, -0.4108, -0.4056, -0.4206, -0.4763, -0.4926, -0.4992]}
{"unit_id": "orig:2042558539130917168", "ticker_idx": 0, "ts": "2026-04-10T11:01:19+00:00", "symbol": "FLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's priced like a rocket company. Stop arguing about $RKLB vs $FLY. $FLY isn't a rocket company anymore.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLY: mispriced as a rocket company when 87% of revenue is defence software running U.S. Space Force infrastructure.", "resolved_tickers": ["FLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$FLY guided $420M–$450M revenue for 2026. 87% from defence software, not launches.\n\nIt runs the backbone of U.S. Space Force missile warning satellites.\n\nIt's priced like a rocket company.\n\nStop arguing about $RKLB vs $FLY. $FLY isn't a rocket company anymore.\n\nFull breakdown coming tomorrow. 📒", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0007991150390320723, "ret_signed_m1d": 0.0007991150390320723, "alpha_spy_m1d": 0.0001369013757441806, "alpha_c_m1d": -0.0031071032598986026, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.003906218298930675, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033564152658612345, "ret_signed_p1d": 0.033564152658612345, "alpha_spy_p1d": 0.023791705412130604, "alpha_c_p1d": 0.02650966563547774, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.0070544870231346035, "ret_p1w": 0.1646244047537997, "ret_signed_p1w": 0.1646244047537997, "alpha_spy_p1w": 0.11947085322888462, "alpha_c_p1w": 0.15302230946333406, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.01160209529046563, "ret_p1m": 0.018646796640058527, "ret_signed_p1m": 0.018646796640058527, "alpha_spy_p1m": -0.06942311756035835, "alpha_c_p1m": -0.0018755420040348358, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.020522338644093363, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.018646796640058527, "alpha_spy_stated": -0.06942311756035835, "alpha_c_stated": -0.0018755420040348358, "price_path": [-0.2549, -0.2006, -0.2075, -0.11, -0.11, -0.1918, -0.2302, -0.1763, -0.224, -0.3287, -0.2182, -0.2312, -0.2784, -0.3287, -0.391, -0.3324, -0.3498, -0.4034, -0.3639, -0.3418, -0.3873, -0.4454, -0.4904, -0.4859, -0.4859, -0.4571, -0.4281, -0.4265, -0.4678, -0.4678, -0.4486, -0.4579, -0.4265, -0.4867, -0.4427, -0.4443, -0.4299, -0.4571, -0.4744, -0.4473, -0.4835, -0.4513, -0.3812, -0.3748, -0.3625, -0.3452, -0.3823, -0.3884, -0.3815, -0.3604, -0.3679, -0.2666, -0.2858, -0.3685, -0.3708, -0.2416, -0.2072, -0.1228, -0.1228, -0.0717, -0.0525, 0.0155, 0.0008, 0.0, 0.0336, -0.0248, 0.0021, 0.1766, 0.1646, 0.1399, 0.1212, 0.1042, 0.0266, -0.0642, -0.0807, -0.0886, -0.1079, -0.0783, -0.0996, -0.1111, -0.1604, -0.0796, -0.138, 0.057, 0.0186, 0.0474, 0.0487, 0.1289, 0.077, 0.1708, 0.134, 0.1721, 0.1417, 0.3186, 0.3186, 0.5666, 0.5258, 0.3151, 0.2384, 0.1785, 0.1553, 0.0597, 0.101, -0.0384, -0.0362, -0.1091, -0.1097, 0.0487, -0.151, -0.1113, -0.1755, -0.1702, -0.1755, -0.1755, -0.2286, -0.2752, -0.3346, -0.3444, -0.3197, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066274161161326852", "ticker_idx": 0, "ts": "2026-06-14T21:38:44+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 TO $76", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long OUST with a target of $76.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "und", "tweet_text": "$OUST TO $76\n\n---\n\n@usppdd has the vision ⚡️⚡️⚡️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11907926143813918, "ret_signed_m1d": -0.11907926143813918, "alpha_spy_m1d": -0.10175086005272316, "alpha_c_m1d": -0.082633153448609, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05422755082759001, "ret_signed_p1d": -0.05422755082759001, "alpha_spy_p1d": -0.04826598798335591, "alpha_c_p1d": -0.02633245931225403, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.055334218307068195, "ret_signed_p1w": 0.055334218307068195, "alpha_spy_p1w": 0.06662452885829995, "alpha_c_p1w": 0.05226257205060225, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5409, -0.5339, -0.5562, -0.5312, -0.5447, -0.5525, -0.5726, -0.6091, -0.6319, -0.5934, -0.5879, -0.5686, -0.5686, -0.5726, -0.5722, -0.5516, -0.5567, -0.5421, -0.5157, -0.4816, -0.4591, -0.465, -0.463, -0.3993, -0.3889, -0.3856, -0.4154, -0.3754, -0.4042, -0.4216, -0.4347, -0.4033, -0.4146, -0.3769, -0.367, -0.3494, -0.4575, -0.4422, -0.4068, -0.4002, -0.2437, -0.2284, -0.2284, -0.3196, -0.3422, -0.3167, -0.2233, -0.1804, -0.1804, -0.0549, -0.021, -0.0631, 0.0193, -0.0055, 0.0188, -0.027, 0.0423, -0.1217, -0.0952, -0.1474, -0.1503, -0.1233, -0.1191, 0.0, -0.0542, -0.0987, 0.0308, 0.0308, 0.0553, -0.0004, -0.0989, -0.0744, -0.0699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2045518319231307839", "ticker_idx": 0, "ts": "2026-04-18T15:02:25+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've been quietly mapping $OUST - and I don't think many retail investors have caught up yet. Debt-free. $211M cash. GAAP profitable in Q4. 52% revenue growth in 2025. The lidar space got written off. That might be the opportunity.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: debt-free, $211M cash, GAAP profitable Q4, 52% revenue growth; lidar sector written off = contrarian opportunity.", "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": "I've been quietly mapping $OUST - and I don't think many retail investors have caught up yet.\n\nDebt-free. $211M cash. GAAP profitable in Q4. 52% revenue growth in 2025.\n\nThe lidar space got written off. That might be the opportunity. 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vc8xy2ikiT", "parent_author": null, "ret_m1d": -0.10611640477284134, "ret_signed_m1d": -0.10611640477284134, "alpha_spy_m1d": -0.1081201468412365, "alpha_c_m1d": -0.10475782461512939, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017317657747714987, "ret_signed_p1d": 0.017317657747714987, "alpha_spy_p1d": 0.023864550596254475, "alpha_c_p1d": 0.01647651426702179, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": -0.00810609131547746, "ret_signed_p1w": -0.00810609131547746, "alpha_spy_p1w": -0.017207071039752386, "alpha_c_p1w": -0.046990740990584645, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.09506263749917765, "ret_signed_p1m": 0.09506263749917765, "alpha_spy_p1m": 0.05977356832789815, "alpha_c_p1m": -0.025796633562521265, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09506263749917765, "alpha_spy_stated": 0.05977356832789815, "alpha_c_stated": -0.025796633562521265, "price_path": [-0.0682, 0.0037, -0.0847, -0.1094, -0.1006, -0.1201, -0.1349, -0.2325, -0.2509, -0.2531, -0.2933, -0.3626, -0.2845, -0.224, -0.2609, -0.304, -0.3305, -0.3084, -0.3084, -0.3147, -0.315, -0.297, -0.3139, -0.3346, -0.3128, -0.2704, -0.2767, -0.3018, -0.2539, -0.1997, -0.1754, -0.2196, -0.2531, -0.2428, -0.1758, -0.0881, -0.1688, -0.2089, -0.2152, -0.2119, -0.2358, -0.224, -0.2612, -0.2196, -0.2421, -0.255, -0.2885, -0.3493, -0.3873, -0.3231, -0.3139, -0.2819, -0.2819, -0.2885, -0.2878, -0.2535, -0.262, -0.2377, -0.1938, -0.1371, -0.0995, -0.1094, -0.1061, 0.0, 0.0173, 0.0228, -0.0269, 0.0398, -0.0081, -0.0372, -0.059, -0.0066, -0.0254, 0.0372, 0.0538, 0.0831, -0.0969, -0.0715, -0.0125, -0.0015, 0.259, 0.2845, 0.2845, 0.1326, 0.0951, 0.1374, 0.2929, 0.3644, 0.3644, 0.5733, 0.6297, 0.5597, 0.6968, 0.6555, 0.696, 0.6197, 0.7351, 0.462, 0.5063, 0.4193, 0.4145, 0.4595, 0.4665, 0.6647, 0.5744, 0.5004, 0.7159, 0.7159, 0.7568, 0.664, 0.5, 0.5409, 0.5483, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2020553888206614823", "ticker_idx": 0, "ts": "2026-02-08T17:42:41+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": "I hold $BTC because I've studied its 15-year pattern of violent drawdowns followed by new highs", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding BTC and TE through drawdowns with conviction; expects wealth to accrue to patient holders by 2030.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "A week like this one is why The Student Stacking Protocol exists.\n\nBitcoin dropped 30% in a week. Software stocks lost $830 billion. The S&P went negative for the year. Every group chat was asking: \"should I sell everything?\"\n\nHere's what I actually did: nothing.\n\nNot because I'm reckless. Because I planned for this.\n\nThe Protocol is built on three rules:\n\nStack assets you understand.\n\nI hold $BTC because I've studied its 15-year pattern of violent drawdowns followed by new highs. \n\nI hold $TE because I've read the 10-Ks, visited the thesis, and understand why American solar manufacturing has structural tailwinds that a short report can't undo.\n\nSize positions so drawdowns don't force your hand. \n\nIf a 50% BTC drop makes you panic sell, your position is too large. Period. As a student, your biggest asset is time - not capital. Size accordingly.\n\nNever check your portfolio more than once a day during a crash. Seriously. Your edge over institutions is that nobody is forcing you to act. \n\nThe hedge funds with leveraged positions got liquidated this week. You didn't. That's the advantage.\n\nWeeks like this one are when wealth transfers from the impatient to the patient.\n\nThe question isn't whether your portfolio is red.\n\nIt's whether you'll still be holding in 2030.\n\nMaybe you want to check my protocol out in my profile.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006198011021162131, "ret_signed_m1d": 0.006198011021162131, "alpha_spy_m1d": 0.010996600251844013, "alpha_c_m1d": 0.010996600251844013, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.004798589230681882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018921927121284043, "ret_signed_p1d": -0.018921927121284043, "alpha_spy_p1d": -0.016284869350584597, "alpha_c_p1d": -0.016284869350584597, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.002637057770699447, "ret_p1w": -0.018220347480797594, "ret_signed_p1w": -0.018220347480797594, "alpha_spy_p1w": -0.0006398444485878896, "alpha_c_p1w": -0.0006398444485878896, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.017580503032209704, "ret_p1m": -0.002764649388443563, "ret_signed_p1m": -0.002764649388443563, "alpha_spy_p1m": 0.021401335997036086, "alpha_c_p1m": 0.021401335997036086, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02416598538547965, "ret_p3m": 0.1410311003558593, "ret_signed_p3m": 0.1410311003558593, "alpha_spy_p3m": 0.08392612009754008, "alpha_c_p3m": 0.08392612009754008, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.05710498025831923, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": 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, 0.0171, -0.0487, -0.0871, -0.0901, -0.1312, -0.1003, -0.1209, -0.1237, -0.0935, -0.0938, -0.0546, -0.0645, -0.0813, -0.103, -0.0938, -0.088, -0.1063, -0.1301, -0.1483, -0.1441, null, null, null, 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:2020553888206614823", "ticker_idx": 1, "ts": "2026-02-08T17:42:41+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold $TE because I've read the 10-Ks, visited the thesis, and understand why American solar manufacturing has structural tailwinds that a short report can't undo", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding BTC and TE through drawdowns with conviction; expects wealth to accrue to patient holders by 2030.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "A week like this one is why The Student Stacking Protocol exists.\n\nBitcoin dropped 30% in a week. Software stocks lost $830 billion. The S&P went negative for the year. Every group chat was asking: \"should I sell everything?\"\n\nHere's what I actually did: nothing.\n\nNot because I'm reckless. Because I planned for this.\n\nThe Protocol is built on three rules:\n\nStack assets you understand.\n\nI hold $BTC because I've studied its 15-year pattern of violent drawdowns followed by new highs. \n\nI hold $TE because I've read the 10-Ks, visited the thesis, and understand why American solar manufacturing has structural tailwinds that a short report can't undo.\n\nSize positions so drawdowns don't force your hand. \n\nIf a 50% BTC drop makes you panic sell, your position is too large. Period. As a student, your biggest asset is time - not capital. Size accordingly.\n\nNever check your portfolio more than once a day during a crash. Seriously. Your edge over institutions is that nobody is forcing you to act. \n\nThe hedge funds with leveraged positions got liquidated this week. You didn't. That's the advantage.\n\nWeeks like this one are when wealth transfers from the impatient to the patient.\n\nThe question isn't whether your portfolio is red.\n\nIt's whether you'll still be holding in 2030.\n\nMaybe you want to check my protocol out in my profile.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08246081181777254, "ret_signed_m1d": 0.08246081181777254, "alpha_spy_m1d": 0.08725940104845442, "alpha_c_m1d": 0.08545458266205985, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.0029937708442873134, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01701565966958052, "ret_signed_p1d": -0.01701565966958052, "alpha_spy_p1d": -0.014378601898881072, "alpha_c_p1d": -0.01822461288211974, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": 0.001208953212539221, "ret_p1w": -0.19895288056146454, "ret_signed_p1w": -0.19895288056146454, "alpha_spy_p1w": -0.18137237752925484, "alpha_c_p1w": -0.20165867504153778, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.0027057944800732425, "ret_p1m": 0.04450263855099923, "ret_signed_p1m": 0.04450263855099923, "alpha_spy_p1m": 0.06866862393647888, "alpha_c_p1m": 0.06568855012203256, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.021185911571033333, "ret_p3m": -0.32591620610375294, "ret_signed_p3m": -0.32591620610375294, "alpha_spy_p3m": -0.38302118636207216, "alpha_c_p3m": -0.330458037562782, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.004541831459029089, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4961, -0.5432, -0.5602, -0.5838, -0.5995, -0.6217, -0.644, -0.644, -0.589, -0.5694, -0.4974, -0.4974, -0.4607, -0.4149, -0.3796, -0.4084, -0.3312, -0.2369, -0.212, -0.1191, -0.195, -0.2317, -0.2997, -0.3377, -0.288, -0.2906, -0.212, -0.1584, -0.0445, -0.0694, -0.0772, -0.0772, -0.1099, -0.1597, -0.1492, -0.1257, -0.1257, 0.0262, 0.0733, 0.0013, -0.0471, -0.1086, -0.0916, -0.0563, 0.0288, 0.0288, -0.0301, 0.0694, 0.0694, 0.0838, 0.0236, 0.0955, 0.1126, 0.0654, 0.1937, 0.2421, 0.1623, 0.0903, 0.1335, 0.1898, 0.0118, -0.0484, 0.0825, 0.0, -0.017, -0.1034, -0.1872, -0.199, -0.199, -0.1571, -0.1545, -0.1741, -0.1872, -0.1767, -0.072, -0.055, -0.0458, -0.1937, -0.1047, -0.1479, -0.0707, -0.1086, -0.1204, -0.0628, 0.0445, 0.0654, 0.0131, -0.0026, 0.0105, 0.0196, -0.0406, 0.0092, -0.1361, -0.1047, -0.1348, -0.1257, -0.178, -0.2461, -0.2644, -0.4254, -0.4136, -0.4516, -0.4516, -0.4699, -0.4856, -0.4542, -0.4529, -0.3861, -0.3312, -0.3639, -0.301, -0.3469, -0.3416, -0.3482, -0.3338, -0.2945, -0.2945, -0.3076, -0.305, -0.3586, -0.3599, -0.3717, -0.3259, -0.3325, -0.301, -0.3102, -0.3259, -0.1937, -0.2094, -0.2343, -0.2657, -0.25, -0.2579, -0.0838, -0.0995, 0.1387, 0.1414, 0.0576, 0.0576, 0.3678, 0.4346, 0.4162, 0.3822, 0.3626, 0.5759, 0.5052, 0.5262, 0.2343, 0.195, 0.1073, 0.0118, 0.1086, 0.1126, 0.1675, 0.1296, 0.1832, 0.2238, 0.2238, 0.3613, 0.2094, 0.1165, 0.1126, 0.0746, null, null, null, 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:2049755174667686210", "ticker_idx": 0, "ts": "2026-04-30T07:38:10+00:00", "symbol": "281820.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "KC Tech (KRX: 281820) - CMP equipment and slurries. Every memory chip Samsung and SK Hynix produce passes through this process. No KC Tech. No chip.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long three sub-billion-cap Korean/German semis supply-chain names (KC Tech, Auros, LPKF) as irreplaceable picks under Samsung and Hynix that western investors are missing.", "resolved_tickers": ["281820.KS"], "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": "original", "lang": "en", "tweet_text": "nobody else is mapping the three micro companies that Samsung and SK Hynix cannot produce without.\n\nwestern investors are buying the giants. they're missing the layer underneath.\n\n🔬 KC Tech (KRX: 281820) - CMP equipment and slurries. Every memory chip Samsung and SK Hynix produce passes through this process. No KC Tech. No chip.\n\n📐 Auros Technology (KOSDAQ: 322310) - semiconductor metrology and inspection. Measures what KC Tech finishes. The quality control layer the fabs depend on.\n\n🔦 $LPK - glass substrate laser equipment. Samsung's mass production line is being built right now. LPKF's equipment is already installed at a Korean customer. CPO is next.\n\nThree companies. Three different points in the same supply chain. All sub-billion market cap. All irreplaceable.\n\n$IBKR opened the door to Korean stocks. Most people walked through it and bought Samsung.\n\nThe real trade is one layer deeper.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07819548872180448, "ret_signed_m1d": -0.07819548872180448, "alpha_spy_m1d": -0.06834387513904339, "alpha_c_m1d": -0.06410483780761722, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.014090650914187264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.0027690952923506984, "alpha_c_p1d": -0.006117789106503846, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": 0.006117789106503846, "ret_p1w": 0.07067669172932334, "ret_signed_p1w": 0.07067669172932334, "alpha_spy_p1w": 0.05269873158552896, "alpha_c_p1w": 0.004802097703389796, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": 0.06587459402593354, "ret_p1m": -0.10225563909774438, "ret_signed_p1m": -0.10225563909774438, "alpha_spy_p1m": -0.1548813921352471, "alpha_c_p1m": -0.2842298876629118, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": 0.18197424856516742, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10225563909774438, "alpha_spy_stated": -0.1548813921352471, "alpha_c_stated": -0.2842298876629118, "price_path": [-0.2708, -0.3148, -0.3021, -0.2477, -0.2969, -0.3222, -0.3207, -0.3148, -0.3148, -0.3148, -0.3148, -0.2895, -0.2924, -0.285, -0.2805, -0.2872, -0.2331, -0.2609, -0.2609, -0.3015, -0.4068, -0.3023, -0.2842, -0.3774, -0.3143, -0.3301, -0.3331, -0.3263, -0.3068, -0.2925, -0.2301, -0.2361, -0.2549, -0.3173, -0.3023, -0.2519, -0.2699, -0.2662, -0.2774, -0.3398, -0.2872, -0.3511, -0.3549, -0.3496, -0.3406, -0.3, -0.288, -0.2526, -0.2256, -0.197, -0.191, -0.1805, -0.1805, -0.1654, -0.1744, -0.1383, -0.1398, -0.1053, -0.0932, -0.0722, -0.0632, -0.0782, -0.0782, 0.0, 0.0, 0.0481, 0.0226, 0.0271, 0.0707, 0.0286, 0.1173, 0.2301, 0.0722, 0.0556, -0.003, -0.0075, 0.0692, 0.0617, 0.0617, 0.0917, 0.0195, -0.0045, -0.0586, -0.0496, -0.1023, -0.1023, 0.018, -0.018, -0.1143, -0.0015, -0.0211, 0.1489, 0.3098, 0.2902, 0.3549, 0.3774, 0.3699, 0.2827, 0.4135, 0.209, 0.2256, 0.1639, 0.2436, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049755174667686210", "ticker_idx": 1, "ts": "2026-04-30T07:38:10+00:00", "symbol": "322310.KQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Auros Technology (KOSDAQ: 322310) - semiconductor metrology and inspection. Measures what KC Tech finishes. The quality control layer the fabs depend on.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long three sub-billion-cap Korean/German semis supply-chain names (KC Tech, Auros, LPKF) as irreplaceable picks under Samsung and Hynix that western investors are missing.", "resolved_tickers": ["322310.KQ"], "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": "original", "lang": "en", "tweet_text": "nobody else is mapping the three micro companies that Samsung and SK Hynix cannot produce without.\n\nwestern investors are buying the giants. they're missing the layer underneath.\n\n🔬 KC Tech (KRX: 281820) - CMP equipment and slurries. Every memory chip Samsung and SK Hynix produce passes through this process. No KC Tech. No chip.\n\n📐 Auros Technology (KOSDAQ: 322310) - semiconductor metrology and inspection. Measures what KC Tech finishes. The quality control layer the fabs depend on.\n\n🔦 $LPK - glass substrate laser equipment. Samsung's mass production line is being built right now. LPKF's equipment is already installed at a Korean customer. CPO is next.\n\nThree companies. Three different points in the same supply chain. All sub-billion market cap. All irreplaceable.\n\n$IBKR opened the door to Korean stocks. Most people walked through it and bought Samsung.\n\nThe real trade is one layer deeper.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.23076923076923073, "ret_signed_m1d": -0.23076923076923073, "alpha_spy_m1d": -0.22091761718646963, "alpha_c_m1d": -0.21667857985504346, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.014090650914187264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.0027690952923506984, "alpha_c_p1d": -0.006117789106503846, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": 0.006117789106503846, "ret_p1w": -0.23188405797101452, "ret_signed_p1w": -0.23188405797101452, "alpha_spy_p1w": -0.2498620181148089, "alpha_c_p1w": -0.29775865199694806, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": 0.06587459402593354, "ret_p1m": -0.4659977703455964, "ret_signed_p1m": -0.4659977703455964, "alpha_spy_p1m": -0.5186235233830991, "alpha_c_p1m": -0.6479720189107638, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": 0.18197424856516742, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4659977703455964, "alpha_spy_stated": -0.5186235233830991, "alpha_c_stated": -0.6479720189107638, "price_path": [-0.3969, -0.427, -0.427, -0.3902, -0.4136, -0.437, -0.4314, -0.4515, -0.4515, -0.4515, -0.4515, -0.4125, -0.4381, -0.4582, -0.4348, -0.4515, -0.3501, -0.3645, -0.3645, -0.3946, -0.4749, -0.3701, -0.3478, -0.4136, -0.3802, -0.3958, -0.3278, -0.2642, -0.2865, -0.3088, -0.2486, -0.2642, -0.2631, -0.3222, -0.2163, -0.2386, -0.2809, -0.3032, -0.3445, -0.3367, -0.2787, -0.3556, -0.3423, -0.3122, -0.3278, -0.252, -0.2676, -0.2887, -0.2731, -0.2018, -0.2051, -0.223, -0.2051, -0.2062, -0.2185, -0.2285, -0.2508, -0.2564, -0.2341, -0.2352, -0.194, -0.2308, -0.2308, 0.0, 0.0, -0.0401, -0.1193, -0.2096, -0.2319, -0.2832, -0.3266, -0.3311, -0.379, -0.379, -0.4136, -0.4247, -0.3567, -0.3523, -0.3523, -0.3389, -0.3556, -0.3946, -0.4181, -0.437, -0.466, -0.466, -0.3868, -0.3913, -0.4671, -0.4103, -0.4426, -0.3712, -0.3099, -0.3423, -0.3779, -0.3423, -0.3411, -0.3846, -0.3969, -0.4749, -0.5084, -0.5373, -0.5634, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2025240849886363995", "ticker_idx": 0, "ts": "2026-02-21T16:07:00+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My $OSS thesis in 60 seconds", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OSS: rugged edge AI for US military, $65M+ Navy contract, Army design wins, first profitable quarter, 45.6% margins, zero debt, $1B+ pipeline.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "My $OSS thesis in 60 seconds:\n\nWhat: Rugged edge AI computing for U.S. military\nMarket cap: $258M\nShare price: $10.54 (up 470% from lows)\n\nWhy now:\n\n→ $10.5M Navy P-8A contract just landed yesterday\n→ $65M+ lifetime Navy revenue contracted\n→ Army combat vehicle design wins (Stryker, Bradley, Abrams)\n→ First profitable quarter. 45.6% gross margins\n→ Zero debt. ~$29M cash. $1B+ pipeline\n\nPinned on profile.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07166489460584113, "ret_signed_m1d": 0.07166489460584113, "alpha_spy_m1d": 0.0613481808263554, "alpha_c_m1d": 0.05462763467524279, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037259930598347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014332978921168138, "ret_signed_p1d": 0.014332978921168138, "alpha_spy_p1d": 0.007064503650969778, "alpha_c_p1d": 0.001338353825582006, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994625095586132, "ret_p1w": -0.04906281254652711, "ret_signed_p1w": -0.04906281254652711, "alpha_spy_p1w": -0.0549098555348726, "alpha_c_p1w": -0.05642634877537045, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363536228843337, "ret_p1m": -0.003307578167649816, "ret_signed_p1m": -0.003307578167649816, "alpha_spy_p1m": 0.036883761292193284, "alpha_c_p1m": 0.012579833182315259, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887411349965075, "ret_p3m": 0.8202867457981551, "ret_signed_p3m": 0.8202867457981551, "alpha_spy_p3m": 0.7289045117054866, "alpha_c_p3m": 0.5293390565653557, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.29094768923279934, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.003307578167649816, "alpha_spy_stated": 0.036883761292193284, "alpha_c_stated": 0.012579833182315259, "price_path": [-0.344, -0.344, -0.3286, -0.3473, -0.3308, -0.3197, -0.2767, -0.2304, -0.1874, -0.1654, -0.1477, -0.1356, -0.1654, -0.2448, -0.2304, -0.2525, -0.2095, -0.1896, -0.1996, -0.183, -0.2029, -0.2029, -0.2073, -0.215, -0.2117, -0.2084, -0.2084, -0.2503, -0.2393, -0.29, -0.1323, -0.0309, -0.1103, 0.1521, 0.2459, 0.2889, 0.1963, 0.1753, 0.1753, 0.1885, 0.2867, 0.2503, 0.1687, 0.1158, 0.1588, 0.1422, 0.1709, 0.0904, 0.0529, 0.0518, -0.0121, -0.1125, 0.0187, 0.0639, 0.0496, 0.0419, -0.0573, -0.0408, -0.0408, -0.0871, -0.0794, 0.1621, 0.0717, 0.0, 0.0143, -0.0022, 0.0066, -0.0899, -0.0491, -0.086, -0.075, -0.065, -0.0728, -0.0187, 0.0397, 0.0926, 0.1191, 0.1114, 0.1257, 0.1786, 0.2393, 0.1323, -0.0276, 0.0154, -0.0033, 0.0011, -0.0584, -0.1549, -0.2051, -0.1654, -0.1996, -0.1577, -0.1577, -0.1488, -0.1599, -0.1213, -0.1367, -0.14, -0.0232, -0.0342, 0.0838, 0.0761, 0.0937, 0.1158, 0.0948, 0.1466, 0.0783, 0.0706, 0.097, 0.0221, -0.0309, 0.0463, 0.1058, 0.0761, 0.0772, 0.6902, 0.6648, 0.7288, 0.7552, 0.7144, 0.7486, 0.9008, 0.8159, 0.763, 0.699, 0.7299, 0.8203, 0.9658, 0.9658, 0.9228, 0.9361, 0.9746, 1.0044, 1.0904, 1.1996, 1.097, 1.0838, 0.8622, 0.8181, 0.7321, 0.7376, 0.8567, 0.8357, 0.8997, 0.989, 1.0044, 1.0331, 1.0331, 1.0055, 0.8765, 0.7762, 0.7861, 0.7905, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2002027329787433265", "ticker_idx": 0, "ts": "2025-12-19T14:44:45+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS textbook bounce, $85 today?", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects NBIS to bounce to $85 today.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS textbook bounce, $85 today? https://t.co/fS4LgHBpJV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12709594078852937, "ret_signed_m1d": -0.12709594078852937, "alpha_spy_m1d": -0.11811384385638768, "alpha_c_m1d": -0.12666688114864477, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.00042905963988459916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0421417875144523, "ret_signed_p1d": 0.0421417875144523, "alpha_spy_p1d": 0.03591198366401871, "alpha_c_p1d": 0.03769889938940785, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.004442888125044453, "ret_p1w": -0.02090322787524601, "ret_signed_p1w": -0.02090322787524601, "alpha_spy_p1w": -0.035184895428750695, "alpha_c_p1w": -0.03662521784249162, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01572198996724561, "ret_p1m": 0.21540358226770406, "ret_signed_p1m": 0.21540358226770406, "alpha_spy_p1m": 0.19913838483701585, "alpha_c_p1m": 0.22378966987343696, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": -0.008386087605732895, "ret_p3m": 0.32528502986729757, "ret_signed_p3m": 0.32528502986729757, "alpha_spy_p3m": 0.35343716185763785, "alpha_c_p3m": 0.3466721399088062, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.021387110041508617, "ret_p6m": 1.9071094342248704, "ret_signed_p6m": 1.9071094342248704, "alpha_spy_p6m": 1.7949987496334383, "alpha_c_p6m": 1.9380707716171142, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": -0.030961337392243715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0421417875144523, "alpha_spy_stated": 0.03591198366401871, "alpha_c_stated": 0.03769889938940785, "price_path": [0.205, 0.2657, 0.2066, 0.2039, 0.2321, 0.255, 0.2923, 0.407, 0.4306, 0.3966, 0.3157, 0.3637, 0.4827, 0.4485, 0.5142, 0.4325, 0.4066, 0.3754, 0.2681, 0.2184, 0.1657, 0.1024, 0.1867, 0.3108, 0.4021, 0.3618, 0.3984, 0.3881, 0.4623, 0.3466, 0.2356, 0.3078, 0.2233, 0.2439, 0.229, 0.1426, 0.0548, -0.0093, -0.0662, -0.0389, 0.0121, 0.0627, -0.0539, -0.0693, 0.0273, -0.0065, 0.0585, 0.0585, 0.0605, 0.1195, 0.0781, 0.1057, 0.1491, 0.0959, 0.1215, 0.0777, 0.0462, 0.0539, -0.0198, -0.093, -0.0951, -0.1566, -0.1271, 0.0, 0.0421, 0.0064, 0.0187, 0.0187, -0.0209, -0.0382, -0.048, -0.0643, -0.0643, 0.0055, 0.0377, 0.1205, 0.0755, 0.0876, 0.0947, 0.1998, 0.1785, 0.14, 0.1612, 0.2154, 0.2154, 0.1099, 0.1052, 0.0826, 0.0563, 0.0224, 0.094, 0.1226, 0.0609, -0.0477, -0.0145, 0.0055, -0.079, -0.1743, -0.0376, 0.0382, 0.026, -0.0095, 0.003, 0.0956, 0.0956, 0.0901, 0.1379, 0.2029, 0.0946, 0.1246, 0.1467, 0.1862, 0.1724, 0.0193, 0.0173, -0.0297, 0.093, 0.0692, -0.0015, 0.0613, 0.0779, 0.2519, 0.2077, 0.2626, 0.4515, 0.3004, 0.3253, 0.3584, 0.3148, 0.276, 0.2845, 0.2865, 0.1846, 0.127, 0.0313, 0.1598, 0.1396, 0.2164, 0.2164, 0.258, 0.3123, 0.3973, 0.5239, 0.6205, 0.7277, 0.8102, 0.8642, 0.8482, 0.7565, 0.7791, 0.7499, 0.7454, 0.7559, 0.645, 0.6204, 0.5148, 0.5782, 0.5452, 0.7269, 0.9721, 0.9665, 1.1808, 1.0654, 0.9791, 1.0803, 1.0021, 1.3169, 1.4721, 1.4585, 1.2341, 1.2103, 1.1442, 1.4584, 1.4007, 1.4007, 1.3257, 1.3292, 1.5301, 1.5832, 1.9567, 1.9128, 1.8133, 1.9026, 1.5465, 1.4368, 1.4605, 1.3663, 1.4842, 1.5974, 1.9071]}
{"unit_id": "quote:2065433977272357346", "ticker_idx": 0, "ts": "2026-06-12T14:00:08+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO", "tweet_type": "analysis", "timeline": "days", "summary": "SpaceX IPO liquidity rotation is dragging down listed space stocks RKLB, ASTS, PL, SATS, VELO.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX rumoured to open up 30%\n\nMeanwhile space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO \n\nLooks like the liquidity rotation is coming fast…", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.\n\nDetails include:\n\n1. First indications are coming in at $175/share\n\n2. This implies a ~30% jump from the $135/share offer price\n\n3. The IPO has drawn $350 billion in total demand,", "parent_author": null, "ret_m1d": 0.1210079056890887, "ret_signed_m1d": -0.1210079056890887, "alpha_spy_m1d": -0.12638706178097225, "alpha_c_m1d": -0.1268542504104525, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005846344721363805, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06699873670518941, "ret_signed_p1d": -0.06699873670518941, "alpha_spy_p1d": -0.04936476681143609, "alpha_c_p1d": -0.05280878107566145, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.014189955629527962, "ret_p1w": 0.047367892401915856, "ret_signed_p1w": -0.047367892401915856, "alpha_spy_p1w": -0.038047013745922786, "alpha_c_p1w": -0.020520305689355034, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.026847586712560823, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.047367892401915856, "alpha_spy_stated": -0.038047013745922786, "alpha_c_stated": -0.020520305689355034, "price_path": [-0.2324, -0.3214, -0.2975, -0.3434, -0.3359, -0.3547, -0.2882, -0.356, -0.4049, -0.4396, -0.3728, -0.3601, -0.3385, -0.3385, -0.3391, -0.3523, -0.3253, -0.3482, -0.3354, -0.3103, -0.2947, -0.2812, -0.1901, -0.1718, -0.1263, -0.1538, -0.1206, -0.1737, -0.2218, -0.1963, -0.2324, -0.2478, -0.1942, -0.2303, -0.2156, -0.2308, -0.1733, -0.2325, 0.0301, 0.1461, 0.1482, 0.2125, 0.2946, 0.2186, 0.281, 0.2434, 0.3115, 0.2252, 0.3259, 0.3259, 0.3986, 0.4672, 0.4457, 0.4013, 0.1953, 0.2044, 0.1202, 0.1715, 0.0751, 0.11, 0.057, 0.026, 0.121, 0.0, 0.067, 0.0219, 0.0546, 0.0474, 0.0474, -0.0205, -0.071, -0.1658, -0.2119, -0.1743, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065433977272357346", "ticker_idx": 1, "ts": "2026-06-12T14:00:08+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO", "tweet_type": "analysis", "timeline": "days", "summary": "SpaceX IPO liquidity rotation is dragging down listed space stocks RKLB, ASTS, PL, SATS, VELO.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX rumoured to open up 30%\n\nMeanwhile space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO \n\nLooks like the liquidity rotation is coming fast…", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.\n\nDetails include:\n\n1. First indications are coming in at $175/share\n\n2. This implies a ~30% jump from the $135/share offer price\n\n3. The IPO has drawn $350 billion in total demand,", "parent_author": null, "ret_m1d": 0.18383683076390955, "ret_signed_m1d": -0.18383683076390955, "alpha_spy_m1d": -0.1892159868557931, "alpha_c_m1d": -0.1892159868557931, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005379156091883552, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0626137095427326, "ret_signed_p1d": -0.0626137095427326, "alpha_spy_p1d": -0.04497973964897928, "alpha_c_p1d": -0.04497973964897928, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.01763396989375332, "ret_p1w": -0.021235286036088596, "ret_signed_p1w": 0.021235286036088596, "alpha_spy_p1w": 0.030556164692081667, "alpha_c_p1w": 0.030556164692081667, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.00932087865599307, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.021235286036088596, "alpha_spy_stated": 0.030556164692081667, "alpha_c_stated": 0.030556164692081667, "price_path": [0.1613, 0.1011, 0.1417, 0.0913, 0.0729, 0.0555, 0.1656, 0.0661, -0.0454, -0.1042, 0.0056, 0.0192, 0.1239, 0.1239, 0.1505, 0.1233, 0.1705, 0.1116, 0.1516, 0.2009, 0.0747, 0.0546, 0.1035, 0.0379, -0.0171, -0.0291, 0.0273, -0.0444, -0.0729, -0.0632, -0.1278, -0.1524, -0.1033, -0.1398, -0.1696, -0.225, -0.1423, -0.207, -0.0893, 0.0017, -0.1147, -0.0922, 0.0073, 0.0153, 0.0536, 0.069, 0.087, 0.1677, 0.2846, 0.2846, 0.4525, 0.5726, 0.615, 0.3762, 0.282, 0.4339, 0.3072, 0.3019, 0.1358, 0.1171, 0.0764, 0.0596, 0.1838, 0.0, 0.0626, -0.0019, 0.0366, -0.0212, -0.0212, -0.1119, -0.1158, -0.1747, -0.2037, -0.133, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065433977272357346", "ticker_idx": 2, "ts": "2026-06-12T14:00:08+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO", "tweet_type": "analysis", "timeline": "days", "summary": "SpaceX IPO liquidity rotation is dragging down listed space stocks RKLB, ASTS, PL, SATS, VELO.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX rumoured to open up 30%\n\nMeanwhile space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO \n\nLooks like the liquidity rotation is coming fast…", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.\n\nDetails include:\n\n1. First indications are coming in at $175/share\n\n2. This implies a ~30% jump from the $135/share offer price\n\n3. The IPO has drawn $350 billion in total demand,", "parent_author": null, "ret_m1d": 0.09695019542210614, "ret_signed_m1d": -0.09695019542210614, "alpha_spy_m1d": -0.1023293515139897, "alpha_c_m1d": -0.10279654014346995, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005846344721363805, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018298545804319777, "ret_signed_p1d": 0.018298545804319777, "alpha_spy_p1d": 0.0359325156980731, "alpha_c_p1d": 0.03248850143384774, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.014189955629527962, "ret_p1w": -0.09373997149447533, "ret_signed_p1w": 0.09373997149447533, "alpha_spy_p1w": 0.1030608501504684, "alpha_c_p1w": 0.12058755820703615, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.026847586712560823, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.09373997149447533, "alpha_spy_stated": 0.1030608501504684, "alpha_c_stated": 0.12058755820703615, "price_path": [-0.1307, -0.2035, -0.1345, 0.086, 0.0857, 0.0218, 0.1355, 0.0401, -0.0093, -0.1047, -0.1027, -0.0141, 0.1518, 0.1518, 0.1242, 0.1291, 0.1734, 0.0989, 0.113, 0.1018, 0.0892, 0.1047, 0.2806, 0.2353, 0.2039, 0.2209, 0.2671, 0.2292, 0.1377, 0.138, 0.1246, 0.0941, 0.1868, 0.1846, 0.2372, 0.192, 0.2742, 0.1313, 0.2533, 0.3432, 0.3059, 0.3079, 0.3817, 0.3361, 0.3358, 0.3352, 0.3695, 0.3637, 0.4238, 0.4238, 0.5512, 0.6205, 0.6501, 0.6417, 0.4915, 0.5438, 0.3846, 0.3974, 0.0343, 0.051, 0.0006, -0.0138, 0.097, 0.0, -0.0183, -0.0944, -0.0941, -0.0937, -0.0937, -0.0764, -0.0841, -0.1557, -0.149, -0.131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065433977272357346", "ticker_idx": 3, "ts": "2026-06-12T14:00:08+00:00", "symbol": "SATS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO", "tweet_type": "analysis", "timeline": "days", "summary": "SpaceX IPO liquidity rotation is dragging down listed space stocks RKLB, ASTS, PL, SATS, VELO.", "resolved_tickers": ["SATS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX rumoured to open up 30%\n\nMeanwhile space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO \n\nLooks like the liquidity rotation is coming fast…", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.\n\nDetails include:\n\n1. First indications are coming in at $175/share\n\n2. This implies a ~30% jump from the $135/share offer price\n\n3. The IPO has drawn $350 billion in total demand,", "parent_author": null, "ret_m1d": 0.1231592113100155, "ret_signed_m1d": -0.1231592113100155, "alpha_spy_m1d": -0.12853836740189906, "alpha_c_m1d": -0.11894962741577775, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.004209583894237756, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033178435939369866, "ret_signed_p1d": -0.033178435939369866, "alpha_spy_p1d": -0.015544466045616545, "alpha_c_p1d": -0.028341908776201574, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.0048365271631682916, "ret_p1w": -0.043040003359929635, "ret_signed_p1w": 0.043040003359929635, "alpha_spy_p1w": 0.052360882015922705, "alpha_c_p1w": 0.023335514176191174, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": -0.01970448918373846, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.043040003359929635, "alpha_spy_stated": 0.052360882015922705, "alpha_c_stated": 0.023335514176191174, "price_path": [-0.0159, -0.0555, -0.0436, -0.0372, -0.0402, -0.0284, 0.0437, -0.0235, 0.0099, -0.0162, 0.0262, 0.0572, 0.128, 0.128, 0.1128, 0.0937, 0.0766, 0.0527, 0.1272, 0.1005, 0.1437, 0.1517, 0.1615, 0.1676, 0.1843, 0.0857, 0.0726, 0.0652, 0.03, 0.0662, 0.0843, 0.05, 0.0794, 0.0798, 0.0549, 0.0286, 0.1023, 0.0749, 0.1146, 0.132, 0.1341, 0.1679, 0.1843, 0.2029, 0.1961, 0.1967, 0.243, 0.1259, 0.0887, 0.0887, 0.0792, 0.0735, 0.1489, 0.1327, 0.1169, 0.083, 0.06, 0.0926, 0.0193, 0.0223, 0.0236, 0.0102, 0.1232, 0.0, 0.0332, 0.0604, -0.0209, -0.043, -0.043, -0.0673, -0.0891, -0.1246, -0.1481, -0.1463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065433977272357346", "ticker_idx": 4, "ts": "2026-06-12T14:00:08+00:00", "symbol": "VELO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO", "tweet_type": "analysis", "timeline": "days", "summary": "SpaceX IPO liquidity rotation is dragging down listed space stocks RKLB, ASTS, PL, SATS, VELO.", "resolved_tickers": ["VELO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX rumoured to open up 30%\n\nMeanwhile space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO \n\nLooks like the liquidity rotation is coming fast…", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.\n\nDetails include:\n\n1. First indications are coming in at $175/share\n\n2. This implies a ~30% jump from the $135/share offer price\n\n3. The IPO has drawn $350 billion in total demand,", "parent_author": null, "ret_m1d": 0.2003921807981004, "ret_signed_m1d": -0.2003921807981004, "alpha_spy_m1d": -0.20577133688998395, "alpha_c_m1d": -0.2089960654009927, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.008603884602892298, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09450979793772973, "ret_signed_p1d": 0.09450979793772973, "alpha_spy_p1d": 0.11214376783148305, "alpha_c_p1d": 0.13233446793463555, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.03782466999690581, "ret_p1w": 0.17098041609221815, "ret_signed_p1w": -0.17098041609221815, "alpha_spy_p1w": -0.16165953743622508, "alpha_c_p1w": -0.13504966216068892, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.035930753931529225, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.17098041609221815, "alpha_spy_stated": -0.16165953743622508, "alpha_c_stated": -0.13504966216068892, "price_path": [-0.3988, -0.4498, -0.5051, -0.5406, -0.482, -0.4698, -0.5831, -0.6078, -0.6471, -0.6608, -0.6318, -0.6231, -0.5341, -0.5341, -0.6033, -0.6249, -0.5859, -0.5706, -0.6059, -0.5478, -0.5725, -0.5573, -0.549, -0.5584, -0.5424, -0.4, -0.4133, -0.3424, -0.3192, -0.438, -0.4659, -0.4945, -0.4508, -0.4702, -0.4953, -0.4745, -0.4675, -0.5204, -0.4722, -0.4325, -0.4486, -0.1761, -0.222, -0.271, -0.2694, -0.3337, -0.2741, -0.2027, -0.0957, -0.0957, -0.0165, 0.0118, 0.0082, -0.0584, -0.1565, -0.1322, -0.231, -0.2616, -0.3784, -0.3635, -0.238, -0.1106, 0.2004, 0.0, -0.0945, -0.018, 0.0024, 0.171, 0.171, -0.0467, -0.1898, -0.2922, -0.3184, -0.3475, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1998045087956435198", "ticker_idx": 0, "ts": "2025-12-08T15:00:45+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I WANT MORE $ONDS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on ONDS; wants more exposure.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@wliang I WANT MORE $ONDS", "reply_text": null, "parent_text": "$ONDS phenomenal performance.\n\nWhether you're in for a quick trade or long-term investing, $ONDS is on an insane trajectory for 2026. https://t.co/rsZa1h4Ail", "quoted_text": null, "parent_author": "wliang", "ret_m1d": 0.005543152386152217, "ret_signed_m1d": 0.005543152386152217, "alpha_spy_m1d": 0.0025298908124884445, "alpha_c_m1d": 0.0025298908124884445, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023281493771090345, "ret_signed_p1d": 0.023281493771090345, "alpha_spy_p1d": 0.024144611865324128, "alpha_c_p1d": 0.024144611865324128, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.14745014778779286, "ret_signed_p1w": -0.14745014778779286, "alpha_spy_p1w": -0.1432080141757075, "alpha_c_p1w": -0.1432080141757075, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": 0.4235032706163866, "ret_signed_p1m": 0.4235032706163866, "alpha_spy_p1m": 0.40854750811933593, "alpha_c_p1m": 0.40854750811933593, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": 0.1629710907707591, "ret_signed_p3m": 0.1629710907707591, "alpha_spy_p3m": 0.1634199337847192, "alpha_c_p3m": 0.1634199337847192, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.0004488430139600874, "ret_p6m": 0.5055431523861522, "ret_signed_p6m": 0.5055431523861522, "alpha_spy_p6m": 0.3881331656200895, "alpha_c_p6m": 0.3881331656200895, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4235032706163866, "alpha_spy_stated": 0.40854750811933593, "alpha_c_stated": 0.40854750811933593, "price_path": [-0.3836, -0.2882, -0.2727, -0.2927, -0.3248, -0.3237, -0.2683, -0.255, -0.1951, -0.1264, -0.1851, -0.1408, -0.1508, -0.1275, -0.1441, -0.1896, 0.0211, 0.0987, 0.1818, 0.2295, 0.2483, 0.163, 0.0222, 0.1984, 0.1541, 0.0543, -0.0909, -0.1563, -0.1386, -0.2029, -0.2528, -0.2173, -0.1729, -0.1652, -0.2472, -0.2517, -0.3027, -0.286, -0.3182, -0.3392, -0.3348, -0.418, -0.3559, -0.3481, -0.357, -0.3891, -0.2727, -0.204, -0.3065, -0.1308, -0.1685, -0.3049, -0.2533, -0.0333, -0.0643, -0.0865, -0.0865, -0.1242, -0.1596, -0.1053, -0.0111, 0.0188, 0.0055, 0.0, 0.0233, -0.0771, 0.0, -0.0299, -0.1475, -0.1031, -0.1829, -0.1353, 0.0222, 0.0277, -0.0067, 0.0122, 0.0122, -0.0599, -0.0621, -0.0033, 0.082, 0.082, 0.2217, 0.3891, 0.4235, 0.3503, 0.5532, 0.5177, 0.4623, 0.5399, 0.5033, 0.4213, 0.3481, 0.3481, 0.4557, 0.3914, 0.3991, 0.3492, 0.2373, 0.3592, 0.3603, 0.2494, 0.1486, 0.1796, 0.2616, 0.0732, -0.0599, 0.0743, 0.1463, 0.0732, 0.0233, -0.0055, 0.0322, 0.0322, 0.1142, 0.2273, 0.2627, 0.112, 0.1297, 0.153, 0.1419, 0.1585, 0.1175, 0.1829, 0.1109, 0.1652, 0.163, 0.0898, 0.0776, 0.1098, 0.0898, 0.1452, 0.1264, 0.1674, 0.2506, 0.2007, 0.1918, 0.1153, 0.2084, 0.184, 0.143, 0.0466, -0.0244, -0.0965, 0.0022, -0.0233, 0.0643, 0.0643, 0.0554, 0.0565, 0.0477, 0.0133, 0.0122, 0.0499, 0.0421, 0.112, 0.1308, 0.1086, 0.1896, 0.2051, 0.2262, 0.1685, 0.1696, 0.214, 0.1619, 0.0521, 0.1131, 0.1441, 0.0787, 0.0344, 0.0355, -0.0144, 0.0044, 0.0443, 0.0022, -0.0177, 0.2428, 0.1774, 0.0754, 0.0116, 0.0377, 0.0177, 0.0044, 0.0044, 0.0831, 0.1973, 0.469, 0.4656, 0.4922, 0.5055]}
{"unit_id": "quote:2053765943973609541", "ticker_idx": 0, "ts": "2026-05-11T09:15:32+00:00", "symbol": "P", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "This isn't a storage company anymore. It's an AI data infrastructure platform - with $3.7B in RPO, 19% revenue growth guided for next year, and hyperscaler contracts ramping in H2. The market is still pricing it like a hardware vendor.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long $P: market misprices it as hardware vendor; $3.7B RPO, 19% growth, hyperscaler ramp, earnings May 27 catalyst.", "resolved_tickers": ["P"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$P is up 8% pre-market today.\n\nThis isn't a storage company anymore. It's an AI data infrastructure platform - with $3.7B in RPO, 19% revenue growth guided for next year, and hyperscaler contracts ramping in H2.\n\nThe market is still pricing it like a hardware vendor.\n\n$P earnings May 27. That's the catalyst.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/ABBfpzAfFj", "parent_author": null, "ret_m1d": -0.10510640096968615, "ret_signed_m1d": -0.10510640096968615, "alpha_spy_m1d": -0.10283401343316978, "alpha_c_m1d": -0.09183909498514176, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04591246479244793, "ret_signed_p1d": -0.04591246479244793, "alpha_spy_p1d": -0.044397512177861365, "alpha_c_p1d": -0.0308461540276197, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.1175864102780021, "ret_signed_p1w": -0.1175864102780021, "alpha_spy_p1w": -0.11670721961679142, "alpha_c_p1w": -0.09779778711312093, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": -0.19853442941316024, "ret_signed_p1m": -0.19853442941316024, "alpha_spy_p1m": -0.19549103255550127, "alpha_c_p1m": -0.214781382690738, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19853442941316024, "alpha_spy_stated": -0.19549103255550127, "alpha_c_stated": -0.214781382690738, "price_path": [-0.1293, -0.1893, -0.1545, -0.1545, -0.1677, -0.1688, -0.1574, -0.1535, -0.2164, -0.2246, -0.1578, -0.2446, -0.2647, -0.2497, -0.2931, -0.2975, -0.3001, -0.3027, -0.2802, -0.3011, -0.2891, -0.3016, -0.2959, -0.2804, -0.2736, -0.2628, -0.2506, -0.2829, -0.262, -0.2541, -0.2504, -0.2897, -0.3247, -0.3475, -0.324, -0.3008, -0.2846, -0.2846, -0.2996, -0.2914, -0.2873, -0.3109, -0.3023, -0.2758, -0.2672, -0.257, -0.2237, -0.2332, -0.2214, -0.208, -0.2059, -0.1988, -0.1822, -0.1531, -0.1879, -0.195, -0.1819, -0.18, -0.167, -0.1455, -0.1478, -0.1293, -0.1051, 0.0, -0.0459, -0.0333, -0.0405, -0.0705, -0.1176, -0.1295, -0.1077, -0.0955, -0.0016, -0.0016, 0.0116, -0.0183, -0.1637, -0.0896, -0.0331, -0.0499, -0.0744, -0.1011, -0.1737, -0.1554, -0.1985, -0.2383, -0.2061, -0.1721, -0.1447, -0.1612, -0.168, -0.1458, -0.1458, -0.1179, -0.1715, -0.1665, -0.1792, -0.2082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066449425879232532", "ticker_idx": 0, "ts": "2026-06-15T09:15:10+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The road to $50 begins now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST with $50 target; sees today's pre-market move as the start of a major run.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST is up 7% in pre-market. The road to $50 begins now. https://t.co/15gJBN4pyz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11907926143813918, "ret_signed_m1d": -0.11907926143813918, "alpha_spy_m1d": -0.10175086005272316, "alpha_c_m1d": -0.082633153448609, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05422755082759001, "ret_signed_p1d": -0.05422755082759001, "alpha_spy_p1d": -0.04826598798335591, "alpha_c_p1d": -0.02633245931225403, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.055334218307068195, "ret_signed_p1w": 0.055334218307068195, "alpha_spy_p1w": 0.06662452885829995, "alpha_c_p1w": 0.05226257205060225, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5409, -0.5339, -0.5562, -0.5312, -0.5447, -0.5525, -0.5726, -0.6091, -0.6319, -0.5934, -0.5879, -0.5686, -0.5686, -0.5726, -0.5722, -0.5516, -0.5567, -0.5421, -0.5157, -0.4816, -0.4591, -0.465, -0.463, -0.3993, -0.3889, -0.3856, -0.4154, -0.3754, -0.4042, -0.4216, -0.4347, -0.4033, -0.4146, -0.3769, -0.367, -0.3494, -0.4575, -0.4422, -0.4068, -0.4002, -0.2437, -0.2284, -0.2284, -0.3196, -0.3422, -0.3167, -0.2233, -0.1804, -0.1804, -0.0549, -0.021, -0.0631, 0.0193, -0.0055, 0.0188, -0.027, 0.0423, -0.1217, -0.0952, -0.1474, -0.1503, -0.1233, -0.1191, 0.0, -0.0542, -0.0987, 0.0308, 0.0308, 0.0553, -0.0004, -0.0989, -0.0744, -0.0699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2051930627180556783", "ticker_idx": 0, "ts": "2026-05-06T07:42:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU was the entry signal. the thesis is still running.", "tweet_type": "prediction", "timeline": "months", "summary": "Ongoing bull thesis on memory: MU as structural HBM play, SK Hynix dominant HBM supplier, SNDK benefiting from NAND repricing alongside broader memory upcycle.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "in march i posted $MU as the most oversold stock on my watchlist. it's up 90% since.\n\nbut that's not the interesting part.\n\nthe march call wasn't a technical bounce play. the market was pricing $MU like DRAM was in structural decline. it wasn't. it was being compressed by the Iran selloff while HBM demand for AI inference was quietly repricing the entire memory curve.\n\nthis week confirmed it. SK Hynix +24%. $MU +25%. $DRAM +14.5%. that's a coordinated re-rate of the entire memory supply chain.\n\n$SNDK just beat revenue estimates by 29%. NAND is repricing alongside HBM. the cycle is broader than most portfolios are positioned for.\n\nHBM3E is now the bottleneck in every major AI cluster buildout. SK Hynix supplies ~50% of global HBM. $MU is the only western alternative scaling to meet it.\n\nthis isn't a memory upcycle. it's a structural shift in what memory is for.\n\n$MU was the entry signal. the thesis is still running.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.03958957317877698, "ret_signed_m1d": -0.03958957317877698, "alpha_spy_m1d": -0.025880718338754605, "alpha_c_m1d": 0.009650107487991222, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02994347525241936, "ret_signed_p1d": -0.02994347525241936, "alpha_spy_p1d": -0.02687739283334878, "alpha_c_p1d": -0.01237210955085477, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.2055836008735501, "ret_signed_p1w": 0.2055836008735501, "alpha_spy_p1w": 0.19402781650213985, "alpha_c_p1w": 0.16429283435033804, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.49417176956347486, "ret_signed_p1m": 0.49417176956347486, "alpha_spy_p1m": 0.4624750199493932, "alpha_c_p1m": 0.35271000779508954, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49417176956347486, "alpha_spy_stated": 0.4624750199493932, "alpha_c_stated": 0.35271000779508954, "price_path": [-0.4081, -0.4249, -0.4403, -0.3847, -0.3792, -0.3827, -0.3827, -0.4005, -0.3688, -0.3742, -0.3579, -0.3687, -0.3732, -0.3567, -0.3769, -0.3816, -0.3812, -0.4307, -0.399, -0.4046, -0.4447, -0.4162, -0.3955, -0.3722, -0.3922, -0.361, -0.3375, -0.3077, -0.3076, -0.3338, -0.3658, -0.3937, -0.4069, -0.427, -0.467, -0.4643, -0.5172, -0.4932, -0.4482, -0.4506, -0.4506, -0.4333, -0.4336, -0.3898, -0.3677, -0.369, -0.3601, -0.3014, -0.3156, -0.3141, -0.3173, -0.3273, -0.3259, -0.2687, -0.2773, -0.2548, -0.2131, -0.2435, -0.2222, -0.2242, -0.1866, -0.1352, -0.0396, 0.0, -0.0299, 0.1203, 0.1931, 0.15, 0.2056, 0.1641, 0.0871, 0.0224, 0.0482, 0.0981, 0.1433, 0.1266, 0.1266, 0.344, 0.3928, 0.3854, 0.4567, 0.5534, 0.5963, 0.6195, 0.4942, 0.2962, 0.4241, 0.404, 0.338, 0.494, 0.4726, 0.6322, 0.5313, 0.565, 0.7012, 0.7012, 0.8173, 0.5778, 0.5729, 0.8205, 0.6987, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2051930627180556783", "ticker_idx": 1, "ts": "2026-05-06T07:42:39+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix +24%... that's a coordinated re-rate of the entire memory supply chain", "tweet_type": "prediction", "timeline": "months", "summary": "Ongoing bull thesis on memory: MU as structural HBM play, SK Hynix dominant HBM supplier, SNDK benefiting from NAND repricing alongside broader memory upcycle.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI 000660; dominant HBM/DRAM supplier", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "in march i posted $MU as the most oversold stock on my watchlist. it's up 90% since.\n\nbut that's not the interesting part.\n\nthe march call wasn't a technical bounce play. the market was pricing $MU like DRAM was in structural decline. it wasn't. it was being compressed by the Iran selloff while HBM demand for AI inference was quietly repricing the entire memory curve.\n\nthis week confirmed it. SK Hynix +24%. $MU +25%. $DRAM +14.5%. that's a coordinated re-rate of the entire memory supply chain.\n\n$SNDK just beat revenue estimates by 29%. NAND is repricing alongside HBM. the cycle is broader than most portfolios are positioned for.\n\nHBM3E is now the bottleneck in every major AI cluster buildout. SK Hynix supplies ~50% of global HBM. $MU is the only western alternative scaling to meet it.\n\nthis isn't a memory upcycle. it's a structural shift in what memory is for.\n\n$MU was the entry signal. the thesis is still running.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.03204352178583658, "ret_signed_m1d": -0.03204352178583658, "alpha_spy_m1d": -0.018334666945814204, "alpha_c_m1d": 0.017196158880931622, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019347022038448403, "ret_signed_p1d": 0.019347022038448403, "alpha_spy_p1d": 0.022413104457518984, "alpha_c_p1d": 0.03691838774001299, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.19105196545855452, "ret_signed_p1w": 0.19105196545855452, "alpha_spy_p1w": 0.17949618108714427, "alpha_c_p1w": 0.14976119893534245, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.2517207380798543, "ret_signed_p1m": 0.2517207380798543, "alpha_spy_p1m": 0.22002398846577265, "alpha_c_p1m": 0.11025897631146897, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2517207380798543, "alpha_spy_stated": 0.22002398846577265, "alpha_c_stated": 0.11025897631146897, "price_path": [-0.4647, -0.4714, -0.481, -0.4641, -0.4689, -0.4689, -0.4689, -0.4689, -0.4605, -0.4273, -0.4261, -0.3935, -0.3857, -0.3356, -0.3585, -0.3585, -0.4323, -0.4867, -0.4311, -0.4414, -0.4946, -0.4329, -0.4226, -0.4377, -0.4498, -0.4111, -0.4135, -0.3615, -0.3875, -0.3912, -0.4359, -0.4039, -0.3984, -0.4359, -0.4359, -0.4722, -0.5121, -0.4577, -0.4982, -0.4704, -0.4643, -0.4462, -0.3755, -0.3966, -0.3791, -0.3712, -0.3331, -0.3132, -0.3017, -0.318, -0.295, -0.26, -0.2606, -0.2594, -0.2612, -0.2189, -0.214, -0.2183, -0.2225, -0.2225, -0.1252, -0.1252, -0.032, 0.0, 0.0193, 0.1366, 0.1094, 0.1947, 0.1911, 0.0998, 0.1125, 0.055, 0.055, 0.1729, 0.1735, 0.1735, 0.2406, 0.3561, 0.3841, 0.4108, 0.4289, 0.4271, 0.4271, 0.3896, 0.2517, 0.1556, 0.3394, 0.2384, 0.2705, 0.3001, 0.3835, 0.4404, 0.5244, 0.6236, 0.6714, 0.7651, 0.545, 0.5849, 0.7639, 0.6164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2051930627180556783", "ticker_idx": 2, "ts": "2026-05-06T07:42:39+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK just beat revenue estimates by 29%. NAND is repricing alongside HBM. the cycle is broader than most portfolios are positioned for.", "tweet_type": "prediction", "timeline": "months", "summary": "Ongoing bull thesis on memory: MU as structural HBM play, SK Hynix dominant HBM supplier, SNDK benefiting from NAND repricing alongside broader memory upcycle.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "in march i posted $MU as the most oversold stock on my watchlist. it's up 90% since.\n\nbut that's not the interesting part.\n\nthe march call wasn't a technical bounce play. the market was pricing $MU like DRAM was in structural decline. it wasn't. it was being compressed by the Iran selloff while HBM demand for AI inference was quietly repricing the entire memory curve.\n\nthis week confirmed it. SK Hynix +24%. $MU +25%. $DRAM +14.5%. that's a coordinated re-rate of the entire memory supply chain.\n\n$SNDK just beat revenue estimates by 29%. NAND is repricing alongside HBM. the cycle is broader than most portfolios are positioned for.\n\nHBM3E is now the bottleneck in every major AI cluster buildout. SK Hynix supplies ~50% of global HBM. $MU is the only western alternative scaling to meet it.\n\nthis isn't a memory upcycle. it's a structural shift in what memory is for.\n\n$MU was the entry signal. the thesis is still running.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/YsDZIhvCkb", "parent_author": null, "ret_m1d": -0.0025958057776612753, "ret_signed_m1d": -0.0025958057776612753, "alpha_spy_m1d": 0.011113049062361102, "alpha_c_m1d": 0.023281982846857674, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.02587778862451895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049660293409252376, "ret_signed_p1d": -0.049660293409252376, "alpha_spy_p1d": -0.046594210990181795, "alpha_c_p1d": -0.04766070940897926, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0019995840002731136, "ret_p1w": 0.02641881481722619, "ret_signed_p1w": 0.02641881481722619, "alpha_spy_p1w": 0.014863030445815939, "alpha_c_p1w": -0.013691824937343, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.04011063975456919, "ret_p1m": 0.2480177577598861, "ret_signed_p1m": 0.2480177577598861, "alpha_spy_p1m": 0.21632100814580446, "alpha_c_p1m": 0.11192412098335391, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.1360936367765322, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2480177577598861, "alpha_spy_stated": 0.21632100814580446, "alpha_c_stated": 0.11192412098335391, "price_path": [-0.5759, -0.5862, -0.6159, -0.5749, -0.553, -0.5556, -0.5556, -0.5811, -0.5742, -0.5595, -0.539, -0.5273, -0.5471, -0.5515, -0.5377, -0.5494, -0.5609, -0.599, -0.5751, -0.5989, -0.626, -0.5825, -0.5611, -0.5351, -0.5611, -0.5308, -0.501, -0.4892, -0.4655, -0.4524, -0.4967, -0.5018, -0.5018, -0.5192, -0.5722, -0.5632, -0.594, -0.5494, -0.5087, -0.5024, -0.5024, -0.4861, -0.4959, -0.4462, -0.396, -0.3959, -0.3245, -0.3302, -0.3676, -0.3479, -0.3468, -0.3525, -0.3592, -0.3056, -0.3387, -0.2979, -0.241, -0.2891, -0.2452, -0.2223, -0.1581, -0.1093, -0.0026, 0.0, -0.0497, 0.1081, 0.0976, 0.0298, 0.0264, -0.0193, -0.0017, -0.0546, -0.0189, -0.0124, 0.0938, 0.0487, 0.0487, 0.1274, 0.1276, 0.1643, 0.2021, 0.2493, 0.2173, 0.299, 0.248, 0.1059, 0.1646, 0.1678, 0.1654, 0.3344, 0.4043, 0.495, 0.4125, 0.3892, 0.5495, 0.5495, 0.6126, 0.3926, 0.3578, 0.6561, 0.4828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054834098040926407", "ticker_idx": 0, "ts": "2026-05-14T08:00:00+00:00", "symbol": "LEU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is still pricing this as a broker-trader business. It is becoming a domestic enrichment monopoly.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LEU is an unpriced domestic enrichment monopoly; nuclear fuel repricing thesis extends to CCJ, UEC, with PLTR embedded in build-out.", "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": "quote", "lang": "en", "tweet_text": "$LEU has $2.3 billion in commercial backlog and a $900 million DOE HALEU award.\n\nIt holds $2 billion in cash. It is the only US-origin enrichment technology that is deployment-ready for both commercial and national security programmes.\nCongress banned the Russian alternative.\n\nThe market is still pricing this as a broker-trader business. It is becoming a domestic enrichment monopoly.\n\nOne more detail buried in the shareholder letter: Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.\n\nThe chips got repriced. The power got repriced.\n\nThe fuel still hasn't. $LEU $PLTR $CCJ $UEC", "reply_text": null, "parent_text": null, "quoted_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ", "parent_author": null, "ret_m1d": -5.204744823106289e-05, "ret_signed_m1d": -5.204744823106289e-05, "alpha_spy_m1d": 0.007780435370468242, "alpha_c_m1d": 0.007525048467224793, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.007577095915455856, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.050540769813495534, "ret_signed_p1d": -0.050540769813495534, "alpha_spy_p1d": -0.03851142605669933, "alpha_c_p1d": -0.0741329317888576, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": 0.02359216197536207, "ret_p1w": -0.0788790185628494, "ret_signed_p1w": -0.0788790185628494, "alpha_spy_p1w": -0.07159452491424834, "alpha_c_p1w": -0.09713284723994553, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": 0.01825382867709613, "ret_p1m": -0.1546381258348617, "ret_signed_p1m": -0.1546381258348617, "alpha_spy_p1m": -0.1460571879571223, "alpha_c_p1m": -0.1456834061916451, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.008954719643216591, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1546381258348617, "alpha_spy_stated": -0.1460571879571223, "alpha_c_stated": -0.1456834061916451, "price_path": [0.0357, 0.0366, 0.0746, 0.0861, 0.0593, 0.0451, 0.0772, 0.0952, 0.0969, 0.0534, 0.0815, 0.0262, 0.0559, 0.0102, -0.0178, 0.0184, 0.0443, 0.0418, 0.1171, 0.0901, 0.1067, 0.1106, 0.0839, 0.0664, -0.0289, 0.0067, 0.0183, 0.0049, 0.0051, -0.049, -0.1238, -0.0974, -0.0476, -0.0474, -0.0474, -0.0457, -0.098, -0.0114, -0.0632, -0.0265, -0.0017, 0.0041, 0.0284, 0.0504, 0.0588, 0.0379, -0.004, 0.1287, 0.1417, 0.0692, 0.1542, 0.069, -0.0018, 0.0969, 0.0745, 0.0759, 0.0713, 0.2028, 0.0727, 0.078, 0.1087, 0.0521, -0.0001, 0.0, -0.0505, -0.1007, -0.1213, -0.1196, -0.0789, -0.0674, -0.0674, -0.0466, -0.0634, -0.0357, -0.0512, -0.0173, 0.0354, -0.0554, -0.0293, -0.1588, -0.1486, -0.1887, -0.2377, -0.1749, -0.1546, -0.0815, -0.1396, -0.1144, -0.0048, -0.0048, -0.0449, -0.0771, -0.1102, -0.1141, -0.1394, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054834098040926407", "ticker_idx": 1, "ts": "2026-05-14T08:00:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LEU is an unpriced domestic enrichment monopoly; nuclear fuel repricing thesis extends to CCJ, UEC, with PLTR embedded in build-out.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$LEU has $2.3 billion in commercial backlog and a $900 million DOE HALEU award.\n\nIt holds $2 billion in cash. It is the only US-origin enrichment technology that is deployment-ready for both commercial and national security programmes.\nCongress banned the Russian alternative.\n\nThe market is still pricing this as a broker-trader business. It is becoming a domestic enrichment monopoly.\n\nOne more detail buried in the shareholder letter: Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.\n\nThe chips got repriced. The power got repriced.\n\nThe fuel still hasn't. $LEU $PLTR $CCJ $UEC", "reply_text": null, "parent_text": null, "quoted_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ", "parent_author": null, "ret_m1d": -0.027518079663135908, "ret_signed_m1d": -0.027518079663135908, "alpha_spy_m1d": -0.019685596844436604, "alpha_c_m1d": -0.019685596844436604, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.007832482818699305, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0019442890445815486, "ret_signed_p1d": 0.0019442890445815486, "alpha_spy_p1d": 0.013973632801377756, "alpha_c_p1d": 0.013973632801377756, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.012029343756796207, "ret_p1w": 0.027555504945214748, "ret_signed_p1w": 0.027555504945214748, "alpha_spy_p1w": 0.03483999859381581, "alpha_c_p1w": 0.03483999859381581, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.007284493648601065, "ret_p1m": -0.04292229153632954, "ret_signed_p1m": -0.04292229153632954, "alpha_spy_p1m": -0.034341353658590146, "alpha_c_p1m": -0.034341353658590146, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.008580937877739392, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04292229153632954, "alpha_spy_stated": -0.034341353658590146, "alpha_c_stated": -0.034341353658590146, "price_path": [-0.0173, -0.0053, 0.0123, 0.0087, 0.0113, -0.0234, -0.0366, 0.0034, 0.0165, 0.0259, 0.0855, 0.1009, 0.1455, 0.1416, 0.1752, 0.1697, 0.1302, 0.1336, 0.1478, 0.1288, 0.142, 0.1597, 0.1424, 0.1641, 0.1267, 0.2027, 0.1574, 0.1588, 0.1034, 0.0698, 0.0286, 0.0938, 0.0954, 0.1101, 0.1101, 0.1062, 0.1222, 0.0526, -0.0242, -0.0424, -0.0102, 0.0147, 0.063, 0.0675, 0.0947, 0.0909, 0.0915, 0.1413, 0.0586, 0.07, 0.0701, 0.0557, 0.0317, 0.0402, 0.0773, 0.092, 0.0163, 0.0004, 0.0248, 0.0304, 0.0236, 0.017, -0.0275, 0.0, 0.0019, 0.0105, 0.0114, 0.0256, 0.0276, 0.0236, 0.0236, 0.0215, -0.0091, 0.0719, 0.1706, 0.2013, 0.1379, 0.0633, 0.0596, 0.0135, 0.0205, -0.0124, -0.0263, -0.0198, -0.0429, 0.0073, -0.0036, -0.0232, -0.0393, -0.0393, -0.1064, -0.1273, -0.1513, -0.1979, -0.1555, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054834098040926407", "ticker_idx": 2, "ts": "2026-05-14T08:00:00+00:00", "symbol": "CCJ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CCJ", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LEU is an unpriced domestic enrichment monopoly; nuclear fuel repricing thesis extends to CCJ, UEC, with PLTR embedded in build-out.", "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": "quote", "lang": "en", "tweet_text": "$LEU has $2.3 billion in commercial backlog and a $900 million DOE HALEU award.\n\nIt holds $2 billion in cash. It is the only US-origin enrichment technology that is deployment-ready for both commercial and national security programmes.\nCongress banned the Russian alternative.\n\nThe market is still pricing this as a broker-trader business. It is becoming a domestic enrichment monopoly.\n\nOne more detail buried in the shareholder letter: Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.\n\nThe chips got repriced. The power got repriced.\n\nThe fuel still hasn't. $LEU $PLTR $CCJ $UEC", "reply_text": null, "parent_text": null, "quoted_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ", "parent_author": null, "ret_m1d": 0.025597699748781233, "ret_signed_m1d": 0.025597699748781233, "alpha_spy_m1d": 0.03343018256748054, "alpha_c_m1d": 0.03317479566423709, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.007577095915455856, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.044440493334502396, "ret_signed_p1d": -0.044440493334502396, "alpha_spy_p1d": -0.03241114957770619, "alpha_c_p1d": -0.06803265530986446, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": 0.02359216197536207, "ret_p1w": -0.06381655114077789, "ret_signed_p1w": -0.06381655114077789, "alpha_spy_p1w": -0.056532057492176824, "alpha_c_p1w": -0.08207037981787402, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": 0.01825382867709613, "ret_p1m": -0.10265756672702508, "ret_signed_p1m": -0.10265756672702508, "alpha_spy_p1m": -0.09407662884928569, "alpha_c_p1m": -0.0937028470838085, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.008954719643216591, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10265756672702508, "alpha_spy_stated": -0.09407662884928569, "alpha_c_stated": -0.0937028470838085, "price_path": [0.0035, 0.0038, 0.0355, 0.058, 0.0786, 0.0555, 0.0762, 0.0641, 0.0504, 0.0524, 0.1176, 0.0469, 0.0687, 0.0154, -0.0252, 0.0323, 0.0673, 0.0256, 0.0248, -0.0408, -0.0196, -0.0088, -0.0276, -0.0525, -0.0974, -0.0617, -0.0397, -0.031, -0.0697, -0.0763, -0.0859, -0.0347, -0.0123, 0.0005, 0.0005, -0.018, -0.0203, 0.0301, 0.0269, 0.0314, 0.0372, 0.0316, 0.0587, 0.069, 0.0724, 0.0987, 0.0364, 0.1241, 0.1008, 0.0857, 0.0942, 0.0338, 0.0158, 0.0936, 0.0719, 0.0511, 0.0173, 0.1, 0.0551, 0.0377, 0.0678, 0.0393, 0.0256, 0.0, -0.0444, -0.0655, -0.0799, -0.0755, -0.0638, -0.069, -0.069, -0.0386, -0.0451, -0.0167, 0.0017, 0.0007, 0.0711, 0.0182, 0.0134, -0.0806, -0.0628, -0.091, -0.1554, -0.1203, -0.1027, -0.0488, -0.0412, -0.0608, -0.0535, -0.0535, -0.0484, -0.0322, -0.0522, -0.0794, -0.0713, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054834098040926407", "ticker_idx": 3, "ts": "2026-05-14T08:00:00+00:00", "symbol": "UEC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$UEC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LEU is an unpriced domestic enrichment monopoly; nuclear fuel repricing thesis extends to CCJ, UEC, with PLTR embedded in build-out.", "resolved_tickers": ["UEC"], "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": "quote", "lang": "en", "tweet_text": "$LEU has $2.3 billion in commercial backlog and a $900 million DOE HALEU award.\n\nIt holds $2 billion in cash. It is the only US-origin enrichment technology that is deployment-ready for both commercial and national security programmes.\nCongress banned the Russian alternative.\n\nThe market is still pricing this as a broker-trader business. It is becoming a domestic enrichment monopoly.\n\nOne more detail buried in the shareholder letter: Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.\n\nThe chips got repriced. The power got repriced.\n\nThe fuel still hasn't. $LEU $PLTR $CCJ $UEC", "reply_text": null, "parent_text": null, "quoted_text": "Hyperscalers have locked in 10GW of nuclear capacity.\n\nThere is one licensed US producer of the fuel to run it.\n\nThe chips got repriced. The power got repriced.\nThe fuel hasn't.\n\n$LEU is the bottleneck nobody has priced yet.\n\nread below for the entire nuclear sector map 👇 \n\n$CCJ", "parent_author": null, "ret_m1d": 0.03781225186196702, "ret_signed_m1d": 0.03781225186196702, "alpha_spy_m1d": 0.04564473468066632, "alpha_c_m1d": 0.04538934777742287, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.007577095915455856, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07832550764481672, "ret_signed_p1d": -0.07832550764481672, "alpha_spy_p1d": -0.06629616388802051, "alpha_c_p1d": -0.10191766962017879, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": 0.02359216197536207, "ret_p1w": -0.11546252462504858, "ret_signed_p1w": -0.11546252462504858, "alpha_spy_p1w": -0.10817803097644751, "alpha_c_p1w": -0.1337163533021447, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": 0.01825382867709613, "ret_p1m": -0.2552329898410184, "ret_signed_p1m": -0.2552329898410184, "alpha_spy_p1m": -0.246652051963279, "alpha_c_p1m": -0.2462782701978018, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.008954719643216591, "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, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2552329898410184, "alpha_spy_stated": -0.246652051963279, "alpha_c_stated": -0.2462782701978018, "price_path": [0.0479, 0.0263, 0.0804, 0.0878, 0.0972, 0.0783, 0.0918, 0.0554, 0.0385, 0.0351, 0.0574, -0.0169, 0.0155, -0.0749, -0.1269, -0.0844, -0.0223, -0.0446, -0.0486, -0.0945, -0.0885, -0.0554, -0.0864, -0.1033, -0.1837, -0.1553, -0.1094, -0.0925, -0.1188, -0.1276, -0.1546, -0.0885, -0.0932, -0.0837, -0.0837, -0.0979, -0.1148, -0.0574, -0.0743, -0.0864, -0.0581, -0.0459, 0.0007, 0.0236, 0.0108, 0.0216, -0.0243, 0.023, 0.0095, -0.0513, 0.0405, -0.0236, -0.0945, 0.0054, 0.0088, 0.0007, -0.0209, 0.0648, 0.0527, 0.0236, 0.1121, 0.0466, 0.0378, 0.0, -0.0783, -0.1087, -0.1958, -0.1391, -0.1155, -0.1209, -0.1209, -0.0878, -0.0925, -0.0851, -0.0702, -0.0824, 0.0425, -0.0486, -0.0452, -0.1458, -0.1485, -0.2809, -0.3639, -0.2822, -0.2552, -0.2053, -0.212, -0.2289, -0.1891, -0.1891, -0.2255, -0.2343, -0.264, -0.2849, -0.2708, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}